Estate Planner Serving Tampa, St. Petersburg, Clearwater, Brandon, Sarasota & Surrounding Regions

estate planner How often do you think about what will happen to your assets if you should die or become mentally incapacitated unexpectedly? As we age, most people think about it often but put it off until “later”. Unfortunately, many times it’s put off until it’s too late. The time to start planning and strategizing how to protect and ensure the financial future of your loved ones is now and best accomplished with the assistance of a professional estate planner from Graham Capital Advisors.

Graham Capital Advisors is a respected asset management firm with an exceptional staff of certified financial planning specialists who are directed by Master Certified Estate Planner, David Graham. As one of only two Master Certified Estate Planners in the state of Florida, he brings an unprecedented amount of experience and expertise to the team.

Estate planning services at Graham Capital Advisors incorporate many of our financial services such as asset management, retirement planning and more to create objectives and strategies that secure your financial future as well as that of your loved ones. Services begin with a complimentary consultation with an estate planner to learn about your goals and discuss important factors such as the following and more:

  • Do you have a healthcare directive in the event you are unable to make healthcare decisions?
  • Have you designated a medical power of attorney or signed a health care proxy?
  • Do you have an up-to-date Last Will and Testament?
  • Have you set up revocable or irrevocable trusts?
  • Are any beneficiary changes on life insurance, retirement accounts or other assets needed?

After your consultation, your certified estate planner will assess your current and future financial situation and needs, while our legal staff at Graham Capital Advisors reviews your legal documents to ensure everything is in proper order. Focused on minimizing expenses and taxes, protecting your estate from probate and securing the future of you and your family, asset management and estate planning will then truly begin. Contact us today to set up a complimentary consultation with an estate planner who serves residents of Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and the surrounding regions.

 

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