4 Common Mistakes When Naming a Life Insurance Beneficiary
Investing in life insurance is a foundational part of estate planning and, when done right, it is a primary way…
Put simply, estate planning is making sure WHAT you own is passed on to WHO you want, WHEN you want, and HOW you want, all while AVOIDING unnecessary legal procedures, MINIMIZING estate taxes, and PREVENTING family disputes.
With the use of virtual communication and mobile services, you do not need to leave your home or office to complete your estate plan. Get started working with us today!
Using customized strategies and documents to meet each client's unique objectives.
Efficient, reliable and modern applications give clients the confidence that their plan will work now and in the future.
Straight-forward, fair and honest pricing means clients never have to worry about unknown and unexplained fees.
Thoughtful and personalized service makes me feel like part of the family and not just your lawyer.
Easy scheduling, responsiveness, and extended working hours so you won't have to wait for answers or service.
A trust is just pieces of paper if not funded. Specific instructions help guide clients to fund their trust.
What can be done in person can be done over Zoom (except signing your documents)!
Leave behind your intellectual, spiritual and human legacy to your loved ones. (Most) want more than just money and things.
We get to know each other and you can ask general questions about estate planning.
You provide us with information about your family, assets and estate planning goals.
Together, we design your unique estate plan to meet your specific needs and goals.
We draft your estate planning documents and you review and request any changes.
You sign your estate planning documents with our help, so nothing is missed or left behind.
We do not charge you for follow up questions or to make minor changes to your plan.
There is no one-size-fits-all estate plan. No matter your family size or financial situation, your estate plan should meet your current needs and remain flexible if anything changes in the future. We work together with our clients to design fully customized plans with understandable terms and affordable pricing.
The most comprehensive and complete plan to avoid probate and protect your assets and loved ones.
A basic plan that covers management of assets, health care directives, and your final wishes.
A plan to ensure your minor children are cared for and protected by people you know and trust.
Learn about the basics of estate planning and find out which legal documents are right for your unique life situation.
In the event a loved one passes away with no plan at all, or only a Last Will & Testament, their estate may be required to go through the Florida court process called “probate”.
Although Florida probate can be costly, time consuming, and downright overwhelming, our attorneys will help ease your family’s burden during an already stressful time.
We provide personal, compassionate and thorough legal counsel and services to the personal representative of a deceased loved one’s estate.
Investing in life insurance is a foundational part of estate planning and, when done right, it is a primary way…
Being a single parent is a huge responsibility, even if you do share time with a parenting partner, and especially…
You may have heard of a revocable living trust (RLT) or seen the term referenced in one of our prior…
Selecting the right entity for your company is one of the most critical decisions you can make as a business…
Learn more about the importance of estate planning for same-gender couples in Florida and the consequences of failing to plan…
IS YOUR ESTATE PLAN UP TO DATE? This year, Estate Planning Awareness Week runs from October 17-23, 2022, and one…
If you are a parent of minor kids in Florida, you want to ensure that your children will always be…
Unfortunately, Heche did not leave behind a formal will or a definitive plan for her sons or her estate. Now,…
Learn how we can help you close on your Florida real estate property and further protect your real estate assets.
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |