Contact Us


Ready to begin crafting a legacy plan that reflects your values and goals? Contact our team at Starz Financials and Insurance Services. We're here to answer your questions and guide you through the process of creating a personalized legacy plan.


Tax-Efficient Strategies


Maximize the tax benefits associated with legacy planning, including strategies to reduce estate taxes.

Business Succession Planning


If you own a business, we can help you plan for a seamless transition to the next generation or new ownership, preserving your business legacy.

Asset Protection


Explore methods to protect your assets from potential risks and ensure they are passed down intact.

Our Legacy Planning Services

Trust and Will Planning


Explore various trust and will options to structure the distribution of your assets according to your wishes while minimizing tax liabilities.

Charitable Giving


Learn about philanthropic strategies to support causes you are passionate about and leave a lasting impact on your community.

Family Wealth Education


We provide resources and guidance to educate your family members on wealth management, ensuring they are prepared to carry on your legacy.

Why Choose Starz for Legacy Planning Services


  • Expertise: Our team of financial professionals specializes in legacy planning, with years of experience in developing comprehensive strategies tailored to your unique goals.

  • Customized Solutions: We recognize that each person's legacy goals are unique. Our Legacy Planning Services are personalized to your specific needs, ensuring your vision is honored.

  • Comprehensive Approach: From estate analysis to trust planning and charitable giving, we offer a full range of services to support your legacy planning objectives.

Schedule Consultation

Legacy Planning Services


At Starz Financials and Insurance Services, we understand the importance of creating a lasting legacy that reflects your values and provides for your loved ones. Our Legacy Planning Services are designed to help you preserve and protect your wealth while ensuring your legacy continues for generations to come.


South Florida.


A website created by Business Marketing Solutions.