Robin Cook, CTFA, CWS, Sr. Vice President of Suncoast Prosperity Advisors a division of Suncoast Equity Management, and David M. Platt P.A., SanCap Law recently hosted an informative presentation about the Benefits of Florida Residencey and Estate Planning techniques at The Sanibel Community House.


Mr. Platt described in detail the steps needed to solidify your Florida domicile, and Florida specific estate document nuances residents should be aware of. Information about how to plan for the 2026 potential federal estate tax exemption limit changes, and the pros and cons of the new Florida Community Property Trust were covered. Also stressed was the importance of titling your assets properly to avoid probate and experience a continuum of your financial needs should you become incapacitated.

“I think we achieved our goal to help educate guests about the benefits of being a Florida Resident, new estate planning techniques, time sensitive estate planning strategies and how to capitalize on these opportunities to avoid potential problems, expenses, and delays in the future said Cook.”