Estate Planning
Estate Planning is the process of planning for the unexpected incapacitating illness or inevitable passing. Estate Planning is more than filling out forms, it's about giving your loved ones the gift of taking care of your estate issues so your loved ones don't have to.
While you want your property to go where and when you want, you may also have minor children whose immediate and long-term care must be determined. Probate administration is a slow and costly process and can make your business part of the court's records, but proper planning can avoid probate, give your loved ones immediate access to funds, and protect your privacy.
When you meet with our attorneys, you will become a partner in your planning. We will design your Plan together so that it is specific to meet your situation, needs, and wishes.
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Everyone over the age of 18 should have a Plan, but it's never too late. Certainly, your plan should be reviewed at every major life event: reaching adulthood, marriage, divorce, birth of a child, death of a spouse, incapacity, home purchase, receiving an inheritance. But should really be looked at every three years in any case.
Minor Children
If you have minor children, it is critical you name their guardian. If you do not, the State of Florida will do that for your.
Special Needs Planning
Minors or adults with special needs may be eligible for certain benefits, that an inheritance could jeopardize. The right Plan can protect those benefits.
Turning 18
Our College Protection Plan is for new adults. We recommend a Durable Power of Attorney and Health Care Directives for for any adult going away to college or off to work.
Singles
Even if you are unmarried and without children, you don't want the State to make your medical and financial decisions if you become too ill to do that yourself.
Second Marriage
Marrying again, especially when blending families, raises sensitive issues about securing specific inheritances. A proper Plan will make sure the intended beneficiaries get their intended inheritance.
Pre-Marriage
Prenuptial agreements can be an important part of a thorough Estate Plan, whether it's a first marriage or other.
Divorce
Divorce is one of the major life events that requires a thorough review of your Plan to make sure your beneficiaries are as you intend them.
Family of Choice
Families come in all forms and proper planning can ensure they are all given the same protections.
PLAN PACKAGES
Estate planning is not one-size-fits-all. We discuss your current needs and available options and design a plan together.
PRICING
You choose your own fee based on your budget and the planning options that are most important to you.
LEGACY PROTECTION
Planning is more than just giving your money away, it is the full expression of your values and keeps your loved ones out of conflict and confusion.
Working with us is easy.
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Take Advantage of free 15 minute consultation.
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Schedule your Family Wealth Planning Session - This is a comprehensive 2-hour planning and design meeting where you will review your current plan and design a new one if you wish.
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Return a few weeks later for a Review Session where you will approve every provision in your plan.
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Signing Day.
