Estate Planning

Proper estate planning is the best way to protect, manage, and transfer your assets before and after death. In general, estate planning protects you and your family. It allows family members to have access to and take control of your personal affairs when you are unable to do so. Whether you have a revocable living trust, will, power of attorney, or a combination of these, you may still have questions about estate planning.

However, good estate planning is much more than that. It should also:

  • Include instructions for passing your values (religion, education, hard work, etc.) in addition to your valuables.
  • Include instructions for your care if you become disabled before you die.
    Name a guardian and an inheritance manager for minor children.
  • Include life insurance to provide for your family at your death, disability income insurance to replace your income if you cannot work due to illness or injury, and long-term care insurance to help pay for your care in case of an extended illness or injury.
  • Provide for the transfer of your business at your retirement, disability, or death.

We offer the following estate planning options to help organize your assets based on your specific needs:

 

Simple Estate Plan

-Will/Trust
-Living Will
-Power of Attorney

Complete Estate Plan Package

-Power of Attorney
-Designation of Healthcare Surrogate
-Living Will
-Designation of Pre-Need Guardian
-Will and/or Trust
-Lady Bird Deed

Estate planning is for everyone:

It is not just for “retired” people, although people do tend to think about it more as they get older. Unfortunately, we can’t successfully predict how long we will live, and illness and accidents happen to people of all ages. 

Estate planning is not just for “the wealthy,” either, although people who have built some wealth do often think more about how to preserve it. Good estate planning often means more to families with modest assets, because they can afford to lose the least.

The team of expert attorneys at the Law Offices of Gretchen Ortiz

can offer you and your family peace of mind by ensuring all your affairs are in order in case of an emergency..

So, call us,
we are the right choice!

Contact us today for wise counsel in matters of Estate Planning. Our law firm proudly serves clients in all of Central Florida, including Orlando and the surrounding cities.

CALL

+1 407-627-1797