You’re More Than A Plan
But that doesn’t mean you shouldn’t be planning. Planning for your future, for the future of your loved ones, and for the peace of mind that comes with protection
How We Can Help
Estate Planning
Revocable Living Trusts, Last Will & Testaments, Financial & Healthcare Powers of Attorney, Living Wills (Advance Directives), Guardianship Forms, Prenuptial & Postnuptial Agreements, Irrevocable Trusts, Firearms Trusts, Pet Trusts
Probate
Formal Administration, Summary Administration, Ancillary Administration, Petitions to Determine Homestead, Heir Searches, Change of Death Certificate Information
Business Planning
Entity Formation, Articles of Incorporation, Operating Agreements, Transfers to Trusts, Transfers of Ownership, S-Corporation Taxation Election
Legal Maintenance Plan
Relationship Driven. Goal Focused. The Answers You Need, When You Need Them
A Goal Without a Plan is just a Wish
Look, I get it – planning for the future is scary. What’s scarier is what happens when you don’t prepare. When you find a trusted advisor to guide you along the way it can take the fear out of the process; that’s what I’m here for.
Life comes at us fast. Your path is ever-changing, and your asset protection should change along with it. Your major milestones such as childbirth, business growth, or celebrating an empty nest are all times to review your planning and determine how to protect your future.
Probate Cases Filed in Florida Annually
Women Without an Estate Plan Compared to of Men
Americans Without an Estate Plan
If you’ve read this far, you have a need. Whether it is business formation, business succession planning, wealth planning, estate planning, or any number of other requirements, you need a knowledgeable advocate to make your vision a reality.
Schedule an Appointment
Estate Plan Maintenance Package
- Priority availability to speak to an attorney regarding your estate plan
- Annual plan review meeting with an attorney.
- Annual asset review and alignment
- Annual changes to your revocable planning documents regarding beneficiaries and asset distribution, up to 10 pages per year
- Annual meeting between attorney and estate Advisors (Accountant, Wealth Manager, etc.)
- Invitations to attorney-led events
- Complimentary 30-minute attorney conversation with named Trustee or Personal Representative
- (2) Complimentary 30-minute consultations on other legal matters within the scope of Firm practice
- 15% discount on additional legal services relating to your estate plan such as titling or transferring assets, deeds, or probate
- 15% discount on attorney hourly rate for legal services not related to your estate plan
Hear from Our Customers
Book a Consultation
Let’s take some time to get to know each other and see if we are a good fit. Be sure to add information specific to your goals when booking.
