Attend a Seminar
Have your questions answered by experienced professionals in all sectors of the financial services industry
Florida Domicile Seminars
Learn the basics of becoming a Florida resident including:
- How to prove legal intent to change domicile
- Whether it is ok to do a split domicile
- When to set up a Florida trust
- How to protect income coming from other states
- How to stay scam-free and keep predators at bay
- When to buy a house
- Filing for Florida homestead
- PLUS so much more!
Estate Planning Seminars
Learn how to build a solid foundation for your estate plan:
- Legally pay no estate tax
- Multiply the value of your IRA and pension up to 18 times
- Avoid the 10 most costly Estate Planning mistakes
- Remove assets from your taxable estate without losing control or income
- Sell your appreciated property without Capital Gains Tax
- Have the IRS pay your life insurance premiums
- Pass on more than just your wealth!
Why Should You Attend Our Seminars?
Our educational events include presentations by financial and estate planning professionals with the credentials and licenses to answer your specific wealth planning and domicile questions. Our seminars provide access to Florida board certified attorneys in Wills, Trusts and Estates, Certified Public Accountants, Certified Financial Planners, and a 40-year veteran of the wealth protection industry. Give us an hour or two and we’ll make sure you are armed with the facts you need to plan your estate properly. Attendees of our events also enjoy book discounts and free resources.
Dedicated to You
We’re dedicated to helping you obtain the information you need to protect your assets. Estate planning is for everyone, regardless of age or economic status.
"I promised my wife that, when we turned 65, we would retire and move to Naples. The Florida Domicile Handbook helped me keep that promise..."
"If I were to order another son, I would order someone exactly like Mike. He's a class "A" Act!"
"I've met many of Mike's clients and business associates, and he treats people in a professional manner, yet almost with a family feeling"
Satisfied clients are the lifeblood of my business and satisfaction comes from service. Thus, my clients and colleages can always depend on me to finish what I start and to do what I say I'm going to do.
I will only recommend that course of action which I would apply to myself in the same situation.
- Mike Kilbourn
Resources & Articles
When a Life Settlement is a Life Savior
Gary H. called about an existing $3 million insurance policy on his father. He was concerned about the continuing annual premiums of $20,000 in light of the fact that his father, who was about to turn 97, was in “amazingly good” health. He wanted to know if he should...
Where does your dog live? A case for Domicile
The link to the article in Bloomberg below reminded me of a client who wanted to change his Domicile to Florida but was having a hard time letting go of a cherished item from his previous place of residence (in a northern state). In his case, it was his resident-based...
Will the Tax Man Come Knocking?
It's an unfortunate reality, but many of my clients come to me after the tax man has knocked on their door. They thought signing and filing a simple Declaration of Florida Domicile would be the only item necessary to prove legal intent and keep the tax man at bay. But...
Kilbourn Associates has been providing estate planning and family wealth transfer services to clients around the United States for over 40 years. Mike Kilbourn is the author of several books on financial planning and the founder of the Wealth Protection Network, a collaborative client-focused collective of financial planning professionals.