Estate planning services in Tampa, FL & Edina, MN

Take Care of Your Loved Ones with an estate plan

You Are Not Alone

I can help you create a plan to make sure your estate goes to the persons you want, when you want, and in the amounts you want.

Natalie Roberts | Founder of Flagship Law, PLLC.

Personalized Estate Planning for Discerning Clients

Flagship Law offers a DIFFERENT kind of approach to estate planning. We do not simply churn out wills and trust agreements. We offer our clients a heightened level of personal attention and service. We work with you to define your values and your objectives.  Together, we will discuss the available techniques, evaluate the benefits and disadvantages of each, and you will decide, with my personal guidance and counsel, what options will best achieve your goals. If you have significant wealth, and need to consider asset protection and tax minimization, we will include sophisticated strategies to reach those objectives. Throughout the process, I will be available to you and I will listen closely to your concerns and your wishes for the future.

“A well-crafted estate plan is not an expense. It is an investment.”

Pricing

ESSENTIALS

Individuals: $1,000
Couples: $ 1,850
  • Last Will & Testament.
  • Executor probates your will under court supervision.
  • Durable Power of Attorney.
  • You appoint someone to make medical decisions for you if you are unable to do so; And
    you advise health care providers regarding procedures and care you wish to be withheld if you are dying and will not recover.

  • Medical Directives.
  • You appoint someone to make medical decisions for you if you are unable to do so; & you advise health care providers regarding procedures and care you wish to be withheld if you are dying and will not recover.

  • Does not include trusts.

Best for: Those who want to ensure that, if they become incapacitated, their financial affairs will be in good hands and, upon their death, ensure that their assets transfer to the persons they choose.

PRIVACY & EASE

Individuals: $1,650
Couples: $ 2,500
  • Everything in Essentials Plan.
  • You control to whom, when, and under what circumstances your property is transferred upon your passing.
  • Asset protection for trust beneficiaries.
  • Avoid the delay, expense, and lack of privacy of a probate proceeding.

Best for:Those with minor children. those with blended Families who want to protect the inheritance of children from a first marriage while providing for a second spouse. those who want privacy, ease of transfer of property, and a degree of asset protection.

WEALTH TRANSFER

$ Individuals: $2,500+
Couples: $ 3,500+
  • Everything in Privacy & Ease Plan.
  • Revocable Living Trust provisions may include protecting trust assets from creditors and predators, tax minimization planning, dynasty trust and business succession planning.
  • Irrevocable Trusts- ILITs SLATs INGs IDGTs CRTs CLTs and more.

Best for: Those in high-risk professions; those with valuable investment assets; those who own a business or an interest in a business; those with assets exceeding the estate and gift tax exemption amount (currently $11,700,00) (but depending on Congress, at any time may drop to $5,750,000 or below); those who wish to transfer wealth to the next generation with minimum expense; and/or those who want to establish a dynasty trust

A La Carte Pricing: