Florida Family Planners, Your Legal Solution

Estate planning services rooted in transparent no-nonsense flat-rate fees. Our inn Reasonable flat-rate no-nonsense fees.

Photos from Florida Family Planners, Your Legal Solution's post 07/11/2023

Client satisfaction is our biggest priority. Call today to schedule a consultation with an attorney 561-206-4245.

07/19/2022

We’ve been silent here for a while, but only because we’ve been busy! Call today to schedule a complimentary consultation. We speak English, Spanish, Portuguese and French 561-206-4245.

07/23/2021

For most revocable living trusts, the trust maker also acts as the trustee while they are alive. In a joint marital living trust, both spouses are generally co-trustees; when the first spouse dies or becomes incapacitated, the surviving spouse acts as sole trustee. It’s important to consult an experienced estate planning attorney to discuss how to best choose a successor trustee, which person or institution is to take over the trust after the second spouse dies. This is one of the most important decisions you will face in creating a comprehensive estate plan. Call today for a complimentary estate planning consultation 561-206-4245.

Photos from Florida Family Planners, Your Legal Solution's post 07/20/2021

An interest in a business is an asset that can and in all likelihood should be transferred to your revocable trust. It’s of paramount importance to consult an attorney to first assess the nature of your interest in that business, review any operating or partnership agreements to determine the viability of the transfer, and thereafter effectuate an assignment of that interest to your Trust to ensure the value thereof is available for disposition to your beneficiaries when the time comes. Call today for a complimentary consultation on how to incorporate your business interests in your estate plan 561-206-4245.

07/15/2021

Life is busy, we get it. Make the appointment and let us handle the rest. Call today for a complimentary estate planning consultation 561-206-4245.

07/12/2021

Trust planning is an integral component of a comprehensive estate plan. It’s a powerful tool that affords families the flexibility to modify its terms as the family grows and needs change. Call today to learn how to incorporate trust planning into your family estate plan 561-206-4245.

Photos from Florida Family Planners, Your Legal Solution's post 07/01/2021

Planning for children is the top priority for most families. Consult an estate planning attorney today to create a custom estate plan that will achieve your goals to support your family beyond your grave. Call today for a complimentary consultation 561-206-4245.

07/01/2021

Planning for children is the top priority for most families. Consult an estate planning attorney today to create and iron clad custom plan that will achieve your goals in terms of providing for your children if and when you pass. Call 561-206-4245 to schedule a complimentary consultation.

06/28/2021

Knowledge is power. Learn the basics of how & to whom your assets/property are transferred when you die. Learn the pitfalls of leaving assets to minors that exceed the statutory limit of how much minors can directly inherit.

Photos from Florida Family Planners, Your Legal Solution's post 06/16/2021

Online/digital assets like your are just as important as your other assets like your bank account for purposes of planning who should get or what should happen to these if you become incapacitated or pass away. Not only does pre planning relieve your loved ones of the burden of figuring out what to do with these & how to get access, but more importantly it secures personal information such as credit cards that can continue to be charged & personal files/pictures that you may want protected. Call today to discuss how to create or incorporate digital asset protection planning into your estate plan 561-206-4245.

06/11/2021

Did you know you can self schedule a complimentary consultation with an attorney directly on our website? Click the “Schedule Consult” option on the top of the page and it will take you directly to the attorney calendar availability for the week & allows you to write yourself in. You don’t even have to call. Check it out at www.FLFamilyPlanners.com.

06/09/2021

Call today for a no commitment complimentary consultation to discuss how we can build an estate plan to protect your family, avoid as many court costs and taxes possible and that fits within your current budget 561-206-4245.

Photos from Florida Family Planners, Your Legal Solution's post 06/07/2021

Estate Planning can benefit all same-sex couples who need to avail themselves of certain protections for their loved ones who may or may not be legally recognized as persons with rights to inherit from each other or persons who can make decisions for each other in the event of one’s death or incapacity. Estate planning is also especially beneficial for single LGBTQ people to ensure that certain people who may be considered legal heirs under the law, but who were not loving and supportive during your lifetime, end up inheriting from you. Call today to discuss your goals and wishes 561-206-4245.

Photos from Florida Family Planners, Your Legal Solution's post 05/26/2021

If you’re considering or involved in a divorce or separation, consult an estate planning attorney today to make the necessary updates to your existing estate planning documents. If you don’t have an estate plan, now more than ever is the time to create estate planning documents to appoint people you trust to make decisions for you in the event of your incapacity or death and more importantly, to protect and provide for your children.

05/18/2021

All it takes is a call. Call or text today for all your family law & estate planning needs 561-206-4245.

05/13/2021

Florida has always been a popular destination for various reasons, but now more than ever because of . If you are new to Florida be aware that your Will along with other estate planning documents should be reviewed by a Florida estate planning attorney to ensure it meets Florida’s testamentary requirements to ensure their validity. Trust & Estate Planning law are governed by state law, accordingly all states have different requirements. Call today to schedule a review of your documents 561-206-4245.

Photos from Florida Family Planners, Your Legal Solution's post 05/12/2021

Do you have a business? Businesses can also benefit from estate planning. Check out our top tips to protect your loved ones from having to take over a business they can’t run or would benefit more from cashing out. Call today for more information 561-206-4245.

05/10/2021

Much like an architect, most people know what their overall goals are, but rely on an architect's expertise to design tailored plans in a manner that best achieves the goals. An estate planning lawyer will listen to your goals- whether it's protecting minor children from inheriting it all too fast too soon, caring for dependents w/special needs, protecting your assets from creditors at your death, etc. & design an estate plan that ensures your wishes, while advising you on what the law in your specific state allows and the various options you have of achieving your goals.

Most DIY websites or template:
(1) may or may not account for the laws, requirements, & limitations of your specific state,
(2) may or may not account for how much you know & the implications of your choices, and
(3) while it might be cheaper to create, it may end up costing your loved ones much more in the end if it's even found to be valid.

Call us today for a no commitment consultation about what your Will should look like based on your family needs and wishes 561-206-4245.

05/04/2021

Seems counterintuitive, but prenups & postnups actually save marriages & relationships. A prenup is established in anticipation of a marriage & a postnup is established while you are already married. Both achieve the same purpose. Divorces can drag out for years in court. Whereas if you do some pre planning via a prenup or postnup, your divorce can be an open & shut matter, saving you thousands in attorney’s fees. They are private documents that you stash away & only come to light once you decide to divorce. Call today to discuss how a spousal agreement can help you 561-206-4245.

05/03/2021

If you die without an estate plan, in order for your assets to be released to your heirs, your family has to hire an attorney & open a “probate” with the court. It costs $$$, far more than you would spend on an estate plan to begin with, as the court costs are based on the value of your assets. It takes a long time & it makes all your personal finances public record. An estate plan on the other hand, is a one-time investment to set up (fee is not based on your net worth) & it keeps the court out of your affairs when the time comes. Call today to discuss how an estate plan will save your loved ones time & money 561-206-4245.

04/30/2021

It’s a good day for an estate plan signing. I can tell you from personal experience, there is a palpable weight lifted from your shoulders knowing you’ve left a plan in place to ensure the success of your children & loved ones in the event of your incapacity or untimely death. It’s not a matter of “if” it happens, it’s a matter of WHEN it happens. Through trust planning, I have ensured that my child will be taken care of and that she has at her disposal every opportunity to succeed as if I were still around. I have created milestone incentives for her to go college, pursue higher education, and the like, to ensure her independent success. You may have different aspirations for your family and that is what estate planning is about- creating custom plans for the benefit of your loved ones. Don’t be ashamed if you have children & don’t already have an estate plan. Call today for no commitment complimentary consultation 561-206-4245.

04/23/2021

In Palm Beach Court filing a stack of Guardianship Declarations for Minors this AM. Are you a parent? Have you appointed legal guardians for your children yet? It’s such a powerful document & so simple to do. A Declaration of Guardian for Minors comes into play only in the event of the last surviving parent’s incapacity or death. Without this document, a court will choose for you and appoint a guardian for your minor(s). Foster care or Crazy Aunt Lydia ... The reality is that even if you have family members stepping up to the plate, major conflicts may arise as they fight over the children- generally the paternal vs maternal sides. These conflicts can cost serious money to litigate. Let us help you help yourself, call or text today 561-206-4245.

04/19/2021

Superior work product + first class service. Now offering concierge level services wherein we meet virtually to create your estate plan & once your documents are ready, we’ll send a mobile notary + witnesses anywhere to YOU to execute & validate your Estate Plan. Couldn’t be easier🙌🏼. And if you choose to meet at the 🔥 place on South Beach , you might just get me in person👩🏻✍️

04/16/2021

Estate Planning is not just about what happens after your death, comprehensive planning includes planning for real life situations that can occur while you’re still alive such as this week’s topic: protecting college aged children. The reality is that while our children may not be minors under the eyes of the law, they will always be our babies and as parents we will always be their lifelines. Be proactive and do some planning for their benefit, call us today at 561-206-4245.

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04/15/2021

Got kids going off to college? Congrats! But I have a little insight... these kiddos do reckless things when they fly the coop... greek life/rushing, underage drinking, you name it. If they end up in the hospital, HIPAA federal law keeps anyone from disclosing any information regarding someone who has reached the age of majority. UNLESS you have the legal authority to be privy + act on their behalf. This is especially important now that most medical facilities do not even allow visitors to step foot. Call us today to have some simple advance directive planning on behalf of your children so that you’re always in a position to help them. Call today 561-206-4245.

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04/13/2021

A power of attorney is one cornerstone of your estate plan. I like to refer it to it as part of your lifetime documents because in Florida it’s effective as soon as you sign it & can be used for the duration of your lifetime. My clients that travel often find this tool very useful in that their named agent can engage in transactions on their behalf while they’re away, especially for time sensitive matters that would otherwise require their presence. It’s also a tool that would serve you well if you ever became incapacitated, in which case your trusted agent would have the authority to make financial and/or medical decisions for your benefit. Lastly, I find it of particular benefit for parents w/young adult children, especially those away in college. If your children ever found themselves in a situation where they couldn’t handle their own affairs, a parent as their agent under a POA could step in & manage their affairs. This becomes especially important in finance now that your new adult child has a credit history to protect from bad choices that you can potentially help them fix if you had the legal authority to act on their behalf. Call today to learn how a POA can help you and your family 561-206-4245.

Estate Planning 101 by Attorney Lissette Crescimone 04/09/2021

Estate Planning 101 by Attorney Lissette Crescimone Estate planning means creating a plan, while you are alive, regarding the transfer of your property at your death. An advanced estate plan will include a com...

03/09/2021

Covid-19 made estate planning more important than ever. Besides the financial planning component, the importance of medical/health care directive planning has never been so crucial. Call us today to find out how healthcare directive planning protects you in the event you became ill and unable to make decisions for yourself. We speak English, Spanish, Portuguese and French for your convenience. Call today at 561-206-4245, the consultation is complimentary.

03/05/2021

Did you know that absent some estate planning, there are limits as to how much your child can immediately inherit from you if you pass while your kid(s) are still minors? Call today to ensure that the entirety of your assets pass to your intended beneficiaries: 561-206-4245.

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Videos (show all)

Knowledge is power. Learn the basics of how & to whom your assets/property are transferred when you die. Learn the pitfa...
Florida has always been a popular destination for various reasons, but now more than ever because of #covid_19. If you a...
It’s a good day for an estate plan signing. I can tell you from personal experience, there is a palpable weight lifted f...
Estate Planning is not just about what happens after your death, comprehensive planning includes planning for real life ...

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