Plan for emergencies and eventualities. Be sure your family and other loved ones are protected from unnecessary stress and financial loss at a traumatic time.
You already have an estate, because an estate is simply everything you own, from your cell phone to your IRA. If you don’t have an estate plan in place, and if you are killed or incapacitated, the State of Florida will decide for you who gets what, and when they will get it, and how. Wouldn’t you rather determine that for yourself?
Your estate plan will:
If you already have a will or a trust in place, you should review it every 3 to 5 years, or whenever your family has a significant life event, such as:
It’s imperative to your loved ones that you keep your estate plan current.
We focus on creating a plan we know will work for you and the people you love. We work one-on-one with you to define your values and goals, and then create a flexible, yet reliable, plan, based on your personal value system — one that achieves those goals and protects your loved ones. For example, we can include incentive provisions for your beneficiaries, restrictions on distributions from a trust, and liberal or conservative investment strategies for trustees. We help resolve the issues that arise with blended families.
At Flagship Law, estate planning is more than a one-time transaction. You are not paying for a set of documents, our initial planning meeting is just the beginning of the relationship. We have programs that provide a yearly plan reviews and consultations. We are a lifetime resource to our clients when and if any other legal issues arise. We are here for you and your family if and when you need us.