To educate, prepare and empower Americans on creating and retaining more wealth for their families with proper planning, avoiding probate, minimizing tax liabilities while providing ongoing comprehensive estate planning services.
Our RISE MANAGEMENT certified estate planners specialize in comprehensive estate planning. Located in Florida, our multi faceted nationwide team services families throughout the United States on all aspects of estate planning. Through a comprehensive three prong approach our advisors will assist you with all your estate planning needs today and in the future. This will be the last estate plan you will ever need. Your estate plan will be easily maintained, updated and provide for your ever changing needs.
21st CENTURY ESTATE PLANNING at its finest!!! With our proprietary Client Console our clients have unprecedented 24/7 unlimited direct access and support to our top tier legal counsel, financial advisors, tax specialists, administration team and our advisors. Clients can now enjoy an optimal level of control over their personal estate planning needs like never before. 100% client control with 100% cost control.
Wills – Trusts – Guardianships – Financial Powers of Attorney – HIPAA Compliant Health Care Power of Attorney
Advanced Directives – Residential Deed Transfers – Retirement Planning – Estate Settlement and more…
Our digital platform is tailored to keep all your estate planning documents, property and assets organized and up to date. All your documents are uploaded into your personal Evault where they can be easily retrieved, printed and maintained.
Our estate planning advisor service in Florida will handle your TRUST
Financial estate planning advisor service in Florida includes drafting your LAST WILL & TESTAMENT
A proper Estate Plan must also include taking care of your estate and affairs while you are living. Our certified estate planners will provide you with all the proper documents you need such as HIPAA compliant Advanced Directives, Healthcare Powers of Attorney and Financial Powers of Attorney are necessary to ensure your well being. Our proprietory My Life Card Plan puts all your medical documents including health conditions, medications, allergies and emergency contact information in an easily accessible online location. Now first reponders, can access this critical information when they need it! Most people do not carry these documents with them when they travel or leave the home.
Ensuring that your loved ones have access to money for long term care and living expenses, having the right people in place to speak on your behalf in a medical emergency and having access to your spouses retirement funds if he/she becomes incapacitated are all situations that need to be prepared for. Rise Management will help you create the proper legal documents needed to convey your wishes when you are unable to and grant your spouse or chosen representative the legal right to speak and act on your behalf.
Legal estate planning advisor service in Florida, Financial estate planning advisor service in Florida and Tax estate planning advisor service in Florida are all available under one roof.
A comprehensive & complete Estate Plan must include three pillars of planning: Legal, Financial and Tax Advisory. A proper Estate Plan must include taking care of your estate while you are living not only for when you die. Rise Mangement’s estate planning advisors partner with experienced legal, financial and tax professionals nationwide keeping your goals and plans aligned. We makes sure that your estate plan is monitored and updated continuosly, that state-specific statutes and guidelines are followed and updated, that your financial needs, investments and assets are all kept up to date and in the best working environment. We make sure that your money is working for you not against you! Limiting risky investments, securing continuous growth and protecting existing savings and investments from market loss is paramount in planning. Ongoing living costs, long term care, inflation and taxation present many challenges especially when your income becomes fixed. Proper peparation in all of these areas can insure that your estate remains out of probate, your beneficiaries receive maximum proceeds from your estate and that you live and enjoy your golden years with peace of mind. The Rise Management nationwide team is here to create a personalized solution to meet your goals.
Rise Mangement’s estate planning advisors partner with experienced legal, financial and tax professionals nationwide keeping your goals and plans aligned. We makes sure that your estate plan is monitored and updated continuosly, that state-specific statutes and guidelines are followed and updated, that your financial needs, investments and assets are all kept up to date and in the best working environment. We make sure that your money is working for you not against you! Limiting risky investments, securing growth and protecting existing savings and investments from market loss is paramount in planning. Proper peparation in all of these areas can insure that your estate remains out of probate and that you live and enjoy your golden years with peace of mind.
Schedule a no cost consultation with our experienced team today!
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