It's All In The Book!
Protect Your Legacy & Avoid Costly Estate Planning Mistakes
As a hotel owner or real estate investor, you’ve worked hard to build your wealth.
But have you taken the necessary steps to protect your assets, minimize taxes, and ensure your estate is distributed according to your wishes?
Failing to plan properly can lead to unnecessary legal fees, probate delays, and confusion for your heirs—leaving your business and family vulnerable.
Get Your Estate in Order...
AAHOA Members Save Big!
For a limited time, AAHOA members can access our Complete Estate Planning Binder for just $999—a fraction of the cost of traditional estate planning services.
This comprehensive package includes everything you need to safeguard your assets and ensure a smooth transition:
✅ Revocable Living Trust – Avoid probate and maintain control of your assets
✅ Last Will & Testament – Ensure your wishes are legally documented
✅ Certificate of Trust – Simplify trust verification for banks & institutions
✅ Financial Power of Attorney – Assign a trusted individual to manage finances if needed
✅ Healthcare Power of Attorney – Choose who makes medical decisions on your behalf
✅ Living Will & Advance Directives – Communicate your medical preferences clearly
✅ Complimentary Wealth Strategy Review – Optimize tax efficiency and asset protection
Not sure where to start?
Navigating estate planning can feel overwhelming—where do you even start? Many hotel owners and real estate investors put it off, thinking they have time. But failing to plan puts your wealth, business, and family’s future at risk. Without the right legal structure in place, you could face unnecessary taxes, probate delays, and even disputes that could jeopardize everything you’ve built.
Take the first step today with a free, no-obligation consultation. We’ll help you explore your options and create a strategy that protects your assets and secures your legacy.
Meet the Experts Helping Investors Protect Their Wealth
At UFC, we specialize in helping hotel owners and real estate investors reduce taxes, protect assets, and ensure their wealth is working as hard as possible.
🔹 Vincent Munno – With over 30 years of experience in Advanced Estate & Retirement Planning, Vincent has helped countless investors navigate complex financial strategies. He is dedicated to keeping his clients informed of the top wealth-building and tax minimization strategies to create real generational wealth.
🔹 Jacob Brigati – As a key member of Vincent’s team, Jacob works closely with clients to simplify the estate planning process and ensure their businesses, investments, and families are fully protected. From structuring trusts to optimizing tax strategies, we help investors gain peace of mind knowing their assets are secure.
✅ Ensure your investments and business assets are protected
✅ Minimize tax liabilities and maximize your wealth transfer
✅ Create generational wealth for your family
✅ Keep your estate out of probate and avoid unnecessary legal fees
Let Us Help You...
❌ Probate delays that tie up your assets for months—or even years
❌ Hefty estate taxes that could significantly reduce your wealth transfer
❌ Legal disputes that create financial and emotional stress for your heirs
❌ Business uncertainty if ownership transitions are not clearly defined
Failing to Plan Properly Can Lead to...
