Estate Planning

Everyone has assets, which make up a person’s estate. What are those assets? Everything you own, such as your car, home, real estate, investment properties, checking and savings accounts, investments accounts, life insurance, furniture, personal possessions, etc. Estate Planning is having a plan for how you want those assets distributed after death. It allows family members or the person you choose to have access and take control of your personal affairs.

Proper estate planning is the best way to protect, manage, and transfer your assets before and after death. An Estate Plan protects you and your family. It allows family members or the person you choose to have access and take control of your personal affairs.

An Estate Plan should 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. A Trustee and Successor Trustee. A Guardian 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.

 

Estate planning is for everyone:

It is not just for “retired” people, although people do tend to think about it more as we get older. Unfortunately, we can’t 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 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. At our Orlando office we understand the importance of having an Estate Plan and protecting your assets.

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.

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+1 407-627-1797