The Life & Legacy Planning Session is a 2-hour legal tax and planning session. It is a working meeting valued at $750 (or $950 if you have an estate plan you want reviewed). However, if you commit to completing the homework ahead of time and, if married and planning jointly, both spouses are in attendance, then we WAIVE the Session Fee. 

This is the most often asked question in estate planning, and that is okay – we know the topic of cost is a sensitive one when it comes to choosing a professional to guide you, and we have designed our fees on a flat-fee basis only so that you know exactly what you are committing to – and there are no surprises. During the Life & Legacy Planning Session you will choose your fee based on the level of asset protection you would like to leave your family. If you are a business owner and complete business succession planning at the same time as your personal estate planning, fees may be considered a business expense (and, therefore, a business deduction). To learn more about what is included in a Comprehensive Estate Plan, click HERE.
    

Yes! We can break payment into multiple payments as an interest-free financing option. We also accept financed payments through LawPay. 

Your estate plan works no matter where in the U.S. you might physically be (such as on vacation) or might move to. This said, we recommend contacting us to help find an attorney to review your out-of-state plan to help you ensure you make any necessary updates based on differences in state law.

For legacy planning, we represent Florida families throughout varying stages of life:

• two parent families or single parents wishing to provide for and protect their children and themselves;
• unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,
• blended families negotiating the challenges of creating new relationships with varying expectations
• families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance
• high net worth families seeking strategies for minimizing estate and income taxes
• family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership

If you already have a Will, Trust, Health Care Directives and/or a Power of Attorney in place, you may think you don't need to come in for a Life & Legacy Planning Session.Here's why you do, though. Estate planning documents by themselves are meaningless to your family if they are not kept up to date throughout your lifetime and if your assets are not owned in the right way to keep your family out of Court and out of conflict, when something happens to you. If there have been any changes in your life, the law or your assets since you put in place those documents and the documents have not been updated, come on in so we can make sure your plan still serves you and your family. And, if you have minor children at home, there is a very good chance that the documents were not prepared with the best protections for them in the first place. That means your children could be at risk of being in the care of someone you would not want. Sadly, most lawyers simply do not have the knowledge, training or experience to plan properly for the care of minor children. Not to worry though ... we'll discuss how to fix that when you come in.

Yes! Estate planning is much more than looking assets - it is protecting overall Family Wealth, which you have no matter how much or how little financial wealth you have. Family Wealth, which we will be discussing during our Planning Session goes far beyond your money. It covers everything you create in your life and pass on when you are gone.  No matter what, your family will have to make hard decisions, pay your bills, get access to your home and vehicle and social media accounts, when something happens to you. This can be easy for them during a time of extreme grief, or hard. What you do now is what determines how hard or how easeful it will be.

And, if you have dependent children at home, planning is a must. You would never think of leaving your young kids or teens at home for an extended period with the one person you would never want, so why would you leave that to chance for a substantial part of their lives, if something happens to you. The Life & Legacy Planning Session is designed to take an honest look at what you really do need in place to provide for the well-being and care and ease of the people you love the most.

If the $750 (or $950) fee was waived because you 1) turned in your homework and 2) everyone involved attended, then you still don't pay anything! If it turns out you don't need any planning at all beyond the Session, you leave the Session educated, informed and feeling great that you have done the right thing by your family by investigating what's necessary to make things as easy as possible for them at the end of your life. Plus, most people who go through the Life & Legacy Planning Session say that they’ve never felt more organized or at ease about their financial life than after experiencing the same process.