Central Florida
Estate Planning Attorney
Custom-crafted solutions to safeguard your assets, your family, and your peace of mind from unexpected events.
Coastal Legacy Law is here to support you through planning for life’s uncertainties.
What if something happened to you?
Everyone owns something, which means you have an estate. It’s not just about large bank balances or property; it’s about everything you own – from your car to family treasures.
But what if life takes an unexpected turn, and you’re without a plan?
If you don’t have an estate plan in place, the state of Florida has a plan for you. And it probably isn’t what you or your family want.
Even if you have a will, it likely isn’t enough to keep your family out of court and conflict if you’re gone.
Is that a risk you’re willing to take?
At Coastal Legacy Law, we have a unique planning process. The first step is understanding your family dynamics, wishes, and what matters to you.
Estate planning is not just for a certain group of people – it’s for everyone, especially those you leave behind!
Contact us at (833) 358-7878 or click here to get started today.
What items should be part of my Estate Plan?
Think of an Estate Plan as your life’s toolkit, brimming with different instruments for various purposes, all gathered in one comprehensive package.
Depending on your needs and desires, we can help design the right estate plan for you.
Here’s a snapshot of what is often found in an estate plan:
Will
Think of your will as a guide. It shows where your things go when you're not here—from your favorite books to family treasures. It’s a one-time list of steps on how to handle your possessions. It's also how you pick who looks after minor children.
Trust
Imagine a trust as a safe box. Everything you own goes into this box. It keeps your stuff safe from debt collectors, court, legal battles, Medicaid claims, and unwelcome family members.
Beneficiary Designations
Lets you name who gets your assets like retirement accounts, life insurance, or bank savings. Assets go directly to your chosen ones, quickly and cleanly without probate.
Medical Power of Attorney
Allows you to choose someone to make healthcare decisions when you can't do so for yourself. It ensures that your medical wishes are followed.
Financial Power of Attorney
Just like the Medical Power of Attorney, for financial decisions. It lets you choose who can make your financial choices for you when you can’t.
Advance Directive for Health Care
This enables you to outline your medical treatment preferences in advance and appoint someone to decide for you if you can’t, ensuring your healthcare wishes are respected.
How do I design my estate plan?
At Coastal Legacy Law, the very first step to creating your plan is listening to you.
We begin by scheduling a private Legal Life Planning Session. Once you schedule, we will send you everything you need to prepare for our time together.
Here are a few questions we’ll explore:
Who do you want to leave your possessions to?
Have you made arrangements for your long-term care needs?
Are you looking to bypass probate and stay out of court?
Are you interested in safeguarding your children’s inheritance against legal challenges, marital splits, and debts?
Do you want to maintain full decision-making power if you become unable to make choices yourself?
During our discussion, we’ll discuss various solutions and go over our flat-free pricing structure. By the end, you’ll have the information you need to make informed decisions about your planning options, ensuring your assets are protected and your family’s future is secure.
Reach out to us today at (833) 358-7878 or click here to start now.
Wondering how to protect your hard-earned money for your family's future?
It’s a question we hear often, and we’re here to help.
We understand the importance of family and the desire to pass on your legacy.
Without a plan, though, your assets could end up in the wrong hands.
If you’re here, you’re likely asking yourself:
Can I ensure my wealth stays within the family?
How can I reduce the impact of estate taxes on my assets?
What's the best way to pass on my home to my children without facing penalties?
Is there a way to avoid probate and the court process?
Estate Planning is much more than leaving money.
It’s leaving a legacy.
An estate plan is about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories, and experience.
Through our unique promises, we’ll capture your legacy and share it with the people you love most.
Here’s the breakdown:
Security for You
Imagine suddenly becoming unable to make your own financial or medical decisions due to an emergency. Your estate plan acts as your voice, ensuring your wishes are followed even when you cannot express them yourself.
Security for Your Assets
Perhaps you have special items you wish to pass on to specific people. An estate plan guarantees your possessions are distributed exactly as you intend, without disputes.
Security for Your Loved Ones
An estate plan safeguards your children’s inheritance, protecting it from creditors, legal battles, unwanted family claims, and governmental interference.
Avoiding Probate
A well-crafted estate plan can bypass the probate process entirely, keeping your matters confidential and sparing your family the added stress during a time of loss.
Coastal Legacy Law Locations
Main Office
By Appointment
Attorney Advertising. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
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