Many folks mistakenly believe that having a Will or Trust by itself protects their loved ones. If only your estate plan were that simple.
Our estate plans do include the legal documents you would expect such as Wills, Trusts, Durable Powers of Attorney, Guardian Designations and Medical Directives. But our comprehensive Life and Legacy Estate Plans™ go above and beyond in protecting your loved ones.
A PERSONALIZED LIFE & LEGACY ESTATE PLAN
Our experienced attorneys will counsel you and then custom design a comprehensive Life and Legacy Estate Plan™ that meets ALL of your planning goals, such as:
- Protecting and securing your family and your assets upon your death
- Avoiding confusion about your wishes
- Minimizing or avoiding future family conflict or fighting
- Making things as easy as possible for your family
- Ensuring your children are raised by people you choose
- Avoiding probate and minimizing court and government involvement in your affairs
- Protecting a child’s inheritance and any public assistance benefits
- Minimizing taxes and legal expenses
- Alleviating the future burden on your loved ones
- Ensuring the timely distribution of your assets to your family
WHAT TO EXPECT AT YOUR LIFE & LEGACY ESTATE PLANNING CONSULTATION
At your private Life & Legacy Estate Planning consultation, we will answer all of your questions in a clear, thorough, and thoughtful manner.
We will help you clarify your estate planning goals and the design of your Life & Legacy Plan™ with practical and effective advice and recommendations.
We will offer suggestions to keep your new Life & Legacy Plan™ simple and cost effective without sacrificing your estate planning goals for your family.
Once we have designed the outline of your new Life & Legacy Plan™, we will quote you a fixed, flat fee for our services. We will never try to “sell” you something you do not need and you will not feel pressured to hire us at your initial consultation.
When you do retain us, we will provide you with an immediate Action Plan and schedule your next appointment so you are never confused about your next steps.
You may reserve your private two hour Life & Legacy Estate Planning Consultation with one of our attorneys for $247 either by scheduling it online here or by calling our office: 850-439-1191.
Life & Legacy Estate Planning is all that we do at My Pink Lawyer® and we’ve created a great system for serving our clients with their planning needs. Our many rave online reviews speak for themselves. We are confident that you too will become a raving client after working with us.
Special Needs Planning
We include Special Needs Planning and Trusts in the Life & Legacy Estate Plans™ of clients who have loved ones with special needs, such as physical, mental, intellectual or developmental disabilities.
We help you protect the inheritance you intend to leave your disabled loved ones to preserve their current or future eligibility for public assistance benefits. Protection planning may include special needs trusts or supplemental needs trusts.
Although our office does not handle the establishment or maintenance of guardianship matters or Social Security disability matters, we can offer basic guidance on such matters during your consultation. We can also make referrals to trusted colleagues who do specialize in such matters.
We have written a number of planning guides to help Florida parents plan for the futures of their special needs children. Our Florida Special Needs Planning Guide and our Special Needs Care Plan Workbook are available free of charge and immediately available to download from our website.