How to Get Started
Estate Planning isn’t a DIY Project
When it comes to your wealth and your loved ones, mistakes are unacceptable. Unfortunately, mistakes can happen when people do it themselves. Estate planning isn’t a one-time deal. It requires regular updates as life changes. With one of our Orlando-based attorneys, your estate plan will be monitored overtime, adjusted as needed, and disbursed properly.
Kickstart Your Estate Planning
Begin by listing your assets and assign your preferred recipients. If you have minor children, consider primary and secondary guardians, as well as backups for roles like trustees, personal representatives, healthcare surrogates, and powers of attorney.
How We Help
Estate planning doesn’t need to break the bank. Start with essentials, like a will, and evolve your plan as your finances improve and your needs shift. At the end of the day, you’ll be happy you did.
Estate planning offers certainty in uncertain times. It maximizes your loved one’s inheritance, minimizes your taxes, and streamlines the process. More importantly, it’s a way to care for your family after you’re gone. Act now, reap the benefits, and give those you care about the peace of mind they deserve. Schedule a consultation today.