“I don’t know much about estate planning.” These words, spoken by a former paralegal with 28 years of experience, remind us that estate planning can feel overwhelming to anyone. But here’s the truth: protecting your family’s future doesn’t have to be complicated or intimidating.
Why October’s National Estate Planning Awareness Week Matters to Your Family
Every third week of October, we observe National Estate Planning Awareness Week – but for us, every week is an opportunity to help our clients plan for their future and make things easy for their loved ones. Estate planning isn’t just about saying who gets your stuff and who’s the right person for the job – it’s about protecting your future, organizing things for your loved ones so they have time to grieve and getting your assets to the people you love the most.
There’s a Cost to Waiting, and It Isn’t Just About the Money
Consider this: In Florida, if you are mentally or physically incapacitated or your die without having arranged your affairs:
- Your healthcare wishes might go unknown when they matter most and the Court could appoint someone you don’t know or wouldn’t want to handle your affairs. This means you lose control of your affairs and your money.
- The state, not you, decides who receives your assets.
- Your family or loved ones might face lengthy probate proceedings and spend money on lawyers that could have gone for their benefit instead.
- If you have a blended family, your kids might not inherit as much as you would want. They could also be left fighting with your new spouse.
Making Estate Planning Accessible
We believe that everyone should have a plan. You might not think you need one or may even think working with an attorney would be difficult. We want to break down those barriers. “Sherri would explain things in terms I could understand… She gave examples that lightened the mood and still kept things professional,” shares one of our clients, highlighting our approach to making estate planning accessible and even enlightening. We believe that understanding your estate plan should never feel overwhelming.
What Makes Us Different
As a boutique law firm, we offer:
- Personal attention to your family’s unique needs. You won’t find cookie cutter documents here. Our plans are as unique as you!
- Clear, understandable explanations of complex legal matters
- A welcoming, professional environment
- Decades of combined experience in estate planning
- Compassionate guidance through important decisions
Take Action Today
Estate planning isn’t about paperwork – it’s about protection. It’s about looking your loved ones in the eye and saying, “I’ve taken care of everything.” You can either do nothing and hope your affairs are in order or you can take action. We are so committed to making this easy, that we’re sharing our complimentary 19-point checklist, which you can access here:
🎁 National Estate Planning Awareness Week Special Offer
Schedule your consultation during the month of October and receive a complimentary review of any existing estate plans or a comprehensive strategy session (not including documents) for only $325 (a $150 savings).
Your Next Steps
- Schedule Your Complimentary 15-minute phone consultation: Call us today at 727-291-9320.
- Complete Our Pre-Meeting Questionnaire: After your phone consultation and prior to your strategy session, we will send you a questionnaire so we can give you the full benefit of your time with out attorneys.
- Meet With Our Team: Get clear answers and a customized plan.
We look forward to speaking with you!
