How much could outdated, document based planning be costing your family?
Burden to Future Generations
Many people did great planning once upon a time, but it’s not up to date and it’s not going to work the way they thought it would.
Family unprotected
Transactional Estate Planning focuses on the documents rather than the real people you want to protect.
Loss of Generational Wealth
With traditional, document-based estate planning strategies, wealth is often earned and lost inside of three generations.
Plan for Today
Build a plan that helps set your heirs on a course that will honor your legacy.
Protect for Tomorrow
We help you protect your estate so that it can enrich your heirs and their heirs.
Peace for Generations
Ensure that those you love will thrive for generations to come.
We Know You Want to be an Inspiration for Your Family and
Help Them Manage a Lasting Family Legacy.
With such a large percentage of generational wealth being lost through fill-in-the-blank, document-based estate planning strategies,
Galbraith Law explores solutions through a more personal lens.
Galbraith Law explores solutions through a more personal lens.
Our Board Certified Attorneys have Developed
Customized Planning Solutions for over $50 Billion of Client Assets.
Our Managing Partner, Brad A Galbraith, Esq., CPA is the author of the Florida Domicile Handbook,
State Specific Step-by-Step Domicile Plans and 6 other books on tax planning.
Here’s how it works
Our job is to take the myriad of Estate Planning instruments piled up on the table and work with you to build a finished plan that reflects your values and gives them room to grow over the generations.
Learn about your unique situation
We’re going to explore what you value in life. What are your internal values? What have they generated in the outer world? How can it continue to generate and support your family for generations to come?
Design a custom plan
Our conversations are more about what can be accomplished rather than the mere process of drafting documents.
Manage the plan every step of the way
Signing documents is just the first step. We will continue to update your plan so that it works as intended and changes based on your unique circumstances.
At Galbraith Law we know that you want to be an inspiration for your family and help them manage a lasting family legacy. In order to do that you need to explore ways to develop a plan that empowers and protects your loved ones.
The problem with traditional, document-based estate planning strategies, wealth often earned and lost inside of three generations which makes you feel unsure that your plan will work as intended for your family. We believe that it would be a shame for your family to lose the benefit of what you’ve worked a lifetime to build.
We understand that estate planning isn’t about documents. It’s about you and your family and is guided by principles that transcend conventional thinking. With this in mind, our board certified attorneys come alongside you to create and implement a legacy plan that is as dynamic as your family.
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