Life Estate Asset Planning….PLAN NOW!
Step 1) Protect your family, guard your wishes
Step 2) Leave a legacy not a predicament
Step 3) Fast, Affordable, and Florida Legal
Everyone needs a plan make yours now.
Step 1: Foundation
Step 2: Craft and Frame
This step is optional, it is for advanced planning. For example if you would like a living trust or other planning options.
Step 3: Maintain
Lastly, this step is optional and only necessary when there have been changes in your estate. For example assets sold, divorce, or you hit the lottery.
Get Started with Your
Personal Life Estate Asset Plan
Frequently Asked Questions
How does it work?
We use three steps. First the foundational plan, to gets you started. Second, if you choose, you can build on with more planning, like a trust…its your choice.
What is a life estate asset plan?
The plan is a collection of documents that specify how you want your estate administered in the event you are incapacitated or die. These documents meet all legal requirements so that your wishes are followed precisely.
What if I don’t have an estate?
Everyone has an estate whether you realize it or not. If you don’t document your wishes then someone will have to make them for you. For families this is difficult especially with the timing. If not family then very likely a probate judge, don’t leave these decisions up to some stranger. Make your plan now.
What are the requirements for a life
To create a life estate plan, you will need to consult with a legal professional who specializes in estate planning. They will guide you through the process
What is a life estate plan?
A life estate plan is a legal arrangement that allows an individual to retain the right to live in and use a property for the duration of their life, while also designating who will inherit the
How can we assist you?
We are here to help you with any questions or concerns you may have. Please feel free to
What an exceptional bargain, this would cost double or even triple anywhere else. Larry and his team were patient and explained everything to me and my wife. At all times they were very professional and extremely informative. We ended up going back for a trust and few other specialized documents. I cant recommend them enough.
Bill J.
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1 month ago
5 out of 5 stars
Very grateful to everyone for their patience and understanding…you guys really broke it down for us.
Pedro R.
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3 month ago
5 out of 5 stars