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● Revocable Living Trust
● Last Will & Testament
● Certificate of Trust

● Advance Directives

● Financial Power of Attorney
● Healthcare Power of Attorney
● Living Will

● Ownership Documents & More!

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Helping you save money and protect your growth.

A well-structured estate plan is a crucial component of a hotel owner's business strategy, as it safeguards your hotel's legacy, protects your loved ones, reduces tax liabilities, ensures business continuity, and minimizes legal complications.


Vince and Matt have been a trusted resource for AAHOA members since 2019 and have helped many associated hotel owners secure a plan that ensures their family and business interests are protected against uncertainty. Let them help do the same for you.

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Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information.


Copyright ©2023 Universal Financial Consultants. All Rights Reserved.

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