Grup Coastal Living

LUXURY & SOPHISTICATION

BAREFOOT BEACH WORLD’S TOP RATED BEACH

Garren Everett Grup PA

John R. Wood Properties

239.289.8619

www.BarefootBeachAndBay.com

COASTAL CONTEMPRARY BAREFOOT BEACH ESTATE

Luxury & sophistication awaits you in this custom waterfront designed home offering over 8,022 sqft of entertaining space and 4,486 sqft under air, with the entire 4th level observation area overlooking Little Hickory Bay, where a wetbar & fitness area open to an airy patio delivering outstanding water views.

GARREN EVERETT GRUP, P.A.

Realtor®, ABR, CLHMS, CNE, GRI, SFR (239) 289-8619 Garren@BuyUpNaples.com

Experience the private 95 ft pool deck with waterfall, spa and flowing fireports, offering spectacular day and night settings. Complete your waterfront living with your private 80 ft dock with a 20,000 lb lift. All of this just a thousand steps to one of the world’s top rated beaches in the world, Barefoot Beach.

www.BarefootBeachandBay.com

Dining Guide

SEASONS 52

CAPITAL GRILLE

Cuisine: Steakhouse Location: 9005 Mercato Drive, Naples, FL 34108 Contact: 239.254.0640 — www.thecapitalgrille.com

Cuisine: Seasonally Inspired Location: 8930 Tamiami Trail N., Naples, FL 34108 Contact: 239.594.8852 — www.seasons52.com

COTE D’AZUR

BLEU PROVENCE

Cuisine: French Location:11224 Tamiami Trail N., Naples, FL 34110 Contact: 239.597.8867 — www.cotedazurrestaurant.com

Cuisine: French Location: 1234 8th Street South, Naples, FL 34102 Contact: 239.261.8239 — www.bleuprovencenaples.com

RIDGWAY BAR & GRILL

SEA SALT

Cuisine: American Location: 254 13th Ave South, Naples FL 34102 Contact: 239.262.5500 — www.ridgwaybarandgrill.com

Cuisine: Seafood Location: 1186 3rd St, Naples, FL 34102 Contact: 239.434.7258 — www.seasaltnaples.com

Scan your code for menu Capital Grille

Seasons 52

Cote d’azur

Bleu Provence

Ridgway Bar & Grill

Sea Salt

Dining Guide

COSMOS CAFE & PIZZERIA

THE CONTINENTAL

Cuisine: Italian Location: Naples Pier, Naples, FL 34102 Contact: 239) 272-8375 — www.cosmospizzanaples.com

Cuisine: Steakhouse + gastro pub + craft bar Location: 1205 Third St. S., Naples, FL 34102 Contact: 239.659.0007 — www.damicoscontinental.com

CAMPIELLO

TRULUCK’S

Cuisine: Italian Location: 1177 3rd St. S., Naples, FL 34102 Contact: 239.435.1166 — www.campiello.damico.com

Cuisine: Seafood Location: 698 4th Avenue S., Naples, FL 34102 Contact: 239.530.3131 — www.trulucks.com

TOMMY BAHAMA

BALEEN (LA PLAYA RESORT)

Cuisine: Tropical Fare Location: 1220 3rd Street S., Naples, FL 34102 Contact: 239.643.6889 — www.tommybahama.com

Roy’s

The Continental

Campiello

Truluck’s

Cuisine: Seafood Location: 9891 Gulf Shore Drive, Naples, FL 34108 Contact: 239.598.5707 — www.laplayaresort.com

Tommy Bahama

Baleen

The Florida Lifestyle BEACH - BOATING - GOLF - EQUESTRIAN ESTATES

BON IT A SPR IN G S

THE BR O O K S

BO NI TA BA Y

www.BonitaNearTheBeach.com 27603 Horne Avenue $125,000

www.SpringRunHome.com 9161 Spring Run Blvd #1706 $175,000

www.GrupCoastalLivingLLP.com 4713 Montego Pointe Way #101 $360,000

Peter Simmons (239) 822-7745 PSimmons@JohnRWood.com

Jeff Poirier (207) 415-6930 JPoirier@JohnRWood.com

Tobi Morgan (239) 281-6234 Tobi@TobiMorgan.com

Garren Grup (239) 289-8619 Garren@BuyUpNaples.com

Brent Greer (239) 919-4303 BGreer@JohnRWood.com

Roger Brunswick (239) 989-6457 Roger@RogerBurnswick.com

Michelle Origer (239) 219-2103 MOriger@JohnRWood.com

The Florida Lifestyle BEACH - BOATING - GOLF - EQUESTRIAN ESTATES

BO N IT A SPR I N G S

CAPE CORAL

B O NI T A BA Y

www.BonitaNearTheBeach.com 10670 Childers Street $400,000

www.PropertiesInCapeCoral.com 2343 SE 27th St $1,100,000

www.HomesInBonitaBayFL.com 4811 Island Pond Ct #605 $1,200,000

www.GrupCoastalLivingLLP.com Garren Grup | 239.289.8619 | Garren@BuyUpNaples.com

MUSHROOM

RISOTTO recipe presented by

INGREDIENTS: 1 Pound Risotto Arborio 1 Chopped Shallot Onion 1 Stick of Butter (or Âź lb butter) 1 Cup White Wine 4 Cups Chicken Broth 2 Table Spoons Extra Virgin Olive Oil

HOW TO PREPARE: I. First, Prepare the Risotto 1. First, boil water and add 1 pound of risotto

½ Pound Wild Porcini (Mushrooms)

2. After boiling risotto in water for 10 min, drain water

Chopped Parsley

II. Second, Prepare the Mushroom Sauce

Grated Parmesian Cheese Salt & Pepper Per Taste

1. Heat a stove burner to Medium 2. In a large pot, saute olive oil, stick of butter, and chopped shallot onion

Cosmos Ristorante and Pizzeria

3. Add mushrooms and stir a bit

20-30 Minute Dinner [ for 4 people ]

5. Add pinch of salt and pepper and stir a bit

4. Add white wine and stir a bit 6. Add the 1 pound of risotto to this large pot 7. Add chicken broth and stir for 5 minutes 8. Turn the burner off and let cool for about 1 minute 9. Add a handful of Parmesian Cheese to mix into the risotto 10. Stir this for a couple of minutes and let cool a bit 11. Serve 12. Sprinkle Parsley on top per taste 13. Sprinkle Parmesian Cheese on top per taste

recipe presented by

GIANLUCA CORSO

Owner of Cosmos Ristorante & Pizzeria

Transferring wealth & wisdom from generation to generation

Edward E. Wollman, JD, LL.M W O L L M A N , G E H R K E & A S S O C I A T E S , P. A .

What Makes a GREAT ESTATE PLAN? In a nutshell, the key elements that hold an effective estate plan together are teamwork, collaboration, and communication.

With that in mind, you are only as strong as your weakest link. Estate planning is an interactive process with mutual accountability. The most successful clients take an active role, delegate control, show a desire to understand and self-educate.

OUR ESTATE PLANNING MODULES: Our firm has designed a Seven Module Estate Planning Process that begins with financial planning and ends with charitable giving. As shown in the graphic below, each module is simply a piece of the estate planning puzzle, and each component complements the others

We will also discuss the importance of measuring your team’s performance and making adjustments as needed. What are the best benchmarks and metrics to review and evaluate your team to make the appropriate shifts throughout the planning process?

3. Risk Management Often clients ask what the differences are between things like risk management, asset preservation, or estate & financial planning. The industries can do a better job explaining these differences, however, it is important to also note the commonalities between each area of expertise.

We will break down the different elements each team member may be responsible for, as well as the products and services that each offers.

4. Core documents and essential components to a comprehensive plan While estate planning can be complicated and even cumbersome at times, there are a small number of items that make up the backbone or the core of your plan. These are your six primary estate planning documents that spell out your wishes for the future and establish clear instructions for the others that will potentially be involved in decision making on your behalf.

In addition to the core documents, we will discuss ancillary matters including but not limited to umbrella insurance, long term care insurance, and family law documents such as post-nuptials and pre-nuptial agreements.

We will also address the use of the separate writing for the disposition of your tangible personal property. Finally, we will discuss the appropriateness of a letter of intent, bible/roadmap, ethical will, and funding instructions for implementation.

5. Customization of Trusts Many times, a trust or multiple trusts are critical components of a successful estate plan. While there are many best practices available, as well as the most common trusts, choosing the appropriate trust structure for your situation is key to taking your plan to the next level.

SIX KEY COMPONENTS OF A GREAT ESTATE PLAN:

1. Building a Road Map for Estate Planning and Financial success A great estate plan begins with organization and clear direction. While it is essential to have your six basic estate planning documents completed, a superior estate plan encompasses your complete financial picture. This picture includes all aspects of how you wish to build a secure financial future for you and your loved ones.

2. Team building: Original building of team One common factor across many of our successful case studies is the coordination with a proactive team of advisors. After building your estate and financial planning team, you must develop a strategy to create the glue for the team.

Who leads the team? Who organizes the team meetings? Who is responsible for creating communication between the team members?

Choosing the right team members can be a defining factor in the effectiveness of your planning process. Some of the critical factors to look for are: credentials, personal style, cohesive fit, ability to communicate.

Some of the items to consider are as follows: traditional vs. alternative trust provisions, unitrust, special needs trust, total discretionary trust, hybrid trust.

We will also review the use of powers of appointment and trust protector provisions.

These custom trust structures allow for greater flexibility and control.

Customization will allow you to make more explicit decisions that provide greater protection for your heirs.

6. Legacy component While last on our checklist, the legacy component is undoubtedly one of the most important pieces of your plan. Many clients feel that they will deal with charitable giving as they go, on an annual basis, rather than incorporate it into their estate plan. However, charitable giving during your lifetime can provide enormous income tax savings that you may otherwise lose at the time of your passing.

A combination of multiple charitable giving techniques including cash gifts, planned gifts, including gifts to a donor-advised fund both during your lifetime and upon your death will supercharge your estate plan.

Where Today’s Plans Become Tomorrow’s Legacy 2235 VENETIAN CT #5, NAPLES, FL 34109 (239) 435.1533 — (239) 435.1433 FAX

The Florida Lifestyle BEACH - BOATING - GOLF - EQUESTRIAN ESTATES

Keeping everyone safe is our utmost priority, but we understand that you may still need to move!

Our team has continued to service our customers throughout the past months.

• Increasing our virtual presence • Staying in touch using the latest technology • Understanding new social requirements • Continuing the excellence in customer service you have come to expect!

If you are looking to buy or sell in SW Florida, give us a call to find out how we can help you get to your next adventure!

WE WILL CONTINUE TO BE HERE FOR YOU!

www.GrupCoastalLivingLLP.com Let Me Help You Achieve Your Goals By Formulating A Winning Strategy