PLANNING FOR EVERYONE YOU LOVE AND EVERYTHING YOU HAVE
Do you know what would happen to you, your loved ones, or your money – if something unexpected happened to you? If you don’t have a current will in place, the state of Florida has a plan for you and it probably isn’t what you or your family want. Even if you have a will, it still may not be enough to keep your family or your assets out of court and conflict.
We have a unique planning process where the first step of creating a solid plan together is understanding your family dynamics, your wishes, and what matters to you. We do this through what we call a Legal Life Planning Session, which is a 2-hour meeting either in office or via Zoom with either Irene or Hector de Jesus.
What to Expect In A Legal Life Planning Session
Complimentary 2-Hour Session
If you are ready to get more financially organized than you have ever been before, plus ensure none of your assets are lost to the department of unclaimed property, and that your family stays out of court and out of conflict when something happens to you, begin by scheduling a 2-hour private Legal Life Planning Session.
Once you schedule, we will send you everything you need to get prepared so that you can leave this Session with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love.
Meeting Your Specific Needs
Once you schedule a session, we will send you everything you need to get prepared so that you can leave this session with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love. We’ll send over pre-session homework so you will feel confident that none of your hard-earned assets will be lost when something happens to you. And, you’ll have the confidence of knowing you are doing the right thing for yourself and the people you love.
Wills and Trusts
A Will or a Trust is a comprehensive plan that addresses all types of contingencies from your disability, incapacity, illness and death and what would happen in each of those circumstances. Depending on your needs and desires, we can help design the right estate plan for you.
- Kids Protection Planning
- Long-Term Care Planning
- Special Needs Trusts
