Generalized – Estate Planning Overview

Estate Planning Attorney Near Me

At Robinson & Casey Law, we make the process of estate planning as simple as possible. There are multiple forms and details that go into this. While many people assume that they can simply download a form they found online, what they don’t recognize is that there are important laws that affect your choices and it is important to navigate the unintended consequences of certain planning strategies. Here is a small outline of our estate planning process from our estate planning attorney near me.

We don’t recommend you go through all of that, only for your family to find out later that your plan cannot be implemented due to these pitfalls. We want to help you achieve your goals.

Estate Planning Process

We’ll not only help simplify the process but help you understand everything that is going into your plan. Walking you through all of your choices and the pros and cons of each planning process, plus give you suggestions and make the proper introductions to financial planners, accountants, and/or medical professionals that you and your family may need to get a fully comprehensive plan.

While many people think of estate planning as just a Last Will and Testament, there are other legal strategies you’ll want to be knowledgeable about possible inclusion in your planning process. We charge flat fees for estate planning because we want you to be comfortable with your decision, ask us questions freely, and feel confident that your planning is valuable – because we know it will be.

If you have more questions regarding Healthcare Surrogate Designations, Living Wills, Powers of Attorney please feel free to read my other articles on this site or call 561.375.5204 to ask me more information.

Hire Our Estate Planning Attorney Near Me in Palm Beach County, FL

Legal advice at Robinson & Casey Law is not just a piece of paper, it’s a trusting relationship developed to guide you through your journey in life and that to leave a legacy for years to come. We are always happy to explain things to your in basic English and not complicated “legalese,” including why each document is important, what it really means in application, and how it will help your family. This way you’ll be prepared should something happen to you, and your family will be taken care of.

Contact us today, so we can guide you in the estate planning process, we’ll make you aware of the resources available to you and put a plan in motion. By getting things in order now, you’ll have peace of mind.

2024-09-23T18:53:33+00:00April 23rd, 2020|Estate Plan|

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