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Lake Wellington Professional Centre, 12161 Ken Adams Way, Suite 110-Z1, Wellington, FL 33414
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ESTATE PLANNING

Estate Planning

ONE OF THE MOST IMPORTANT financial issues people face is the protection and distribution of their assets. Estate planning not only defines a person’s wishes to be carried out after death regarding his or her property, but also provides the means for personal wellbeing into the future.

In addition to customizing wills and trusts, I guide my clients through the process of creating durable powers of attorneys and healthcare documents, such as living wills and healthcare directives, which allows clients to outline their wishes and state in advance and for themselves who they would like to name as an agent to act on their behalf if they were incapacitated and unable to do so.

Below is a brief summary of our practice areas.


Affordable Estate Planning

Ask about my estate plan package which includes:


Simple Will, Living Will, Health-care Surrogate, and Durable Power of Attorney for $249.99!