Legacy & Estate Planning
IN-PERSON SESSION
(at our High Springs, FL office)
VIRTUAL SESSION
(Via Zoom)
How Do We Help You With Estate Planning?
We conduct a Family Wealth Planning Session, where we spend time together and you’ll get informed. Before your Family Planning Session, you will complete a Family Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan with you that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.
We Are Professional Estate Planners
Legally Remote, PLLC will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and will keep your loved one’s out of court and out of conflict.
If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. At Legally Remote, PLLC, one of our areas of greatest expertise is protecting minor children.
*** If you you want others to attend this meeting but need to attend virtually, please be sure to contact the office after you have confirmed your appointment and let us know.
Have Minor Children?
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the unthinkable happens to you.
Here’s a free website where you can name legal guardians for your minor children, right now: Get started on your Personal Kids Protection Plan®.