“May your walls know joy, may every room hold laughter,
and every window open to great possibility.”

–Mary Anne Radmacher
2021-What happened?
21 Reasons 2021 is the
Year of the Estate Plan
We wrote this blog in January 2021 listing 21 reasons why you should get your estate plan accomplished.

After all, at the start of the year, we all had such hope for a better year, didn't we?

Did we receive it?

I guess it depends on what you experienced and your perspective. But, the same thought holds true. There are still so many reasons to get your estate plan in order.

If you didn't get to planning in 2021, then 2022 is your year!

Let's say it together....
Out with 2021--
Fingers crossed for 2022!
- Break for the Holidays -
To allow our staff time with their families, our office is closed from December 17 to January 3. But, our phones are still open!

If you have a bit of free time to get your plans in order, please schedule a call in December to see if we are a good fit to work with each other.

Let us help you start your year with that "peace of mind" you deserve!
We are so thankful for our clients!
This is what they have been saying.
Hannah Bur
Lori and team did a phenomenal job with our family’s estate planning.

Quick, painless while still being thoughtful of our unique needs.

Highly recommend her!
Lisa Infinger
Excellent experience. As a single mother it is important to me that I have everything in order in the event that something happens to me.

Lori took the time to explain how everything worked and based on my needs, she provided advice on what route to take. She is flexible and understanding of life situations which provided affordable services and convenient times.

Anything I didn’t understand or wasn’t too sure about, Lori was a phone call away. I would recommend her to anyone needing to create a will or even revising an old one.

Thank you Lori!!
Meri Waldron
I've known Lori for awhile. She is very professional, ambitious and goal oriented. Lori is also very friendly and super responsive.

All of these qualities come together to make a great attorney who will go the extra mile to get everything right.

I highly recommend Lori for all your estate planning needs!
- YOUNG ADULT ESTATE PLAN PACKAGE -
Did you know that even if you pay for tuition, you do not have access to grades once your child hits 18? If you pay for health insurance, you do not have access to medical records and you have absolutely no decision-making power for your child?

To continue to protect your child, consider getting our Young Adult Estate Planning Package when your child is home for break.

The new young adult will receive:

-Power of Attorney
-Living Will
-Healthcare Surrogate
-Customized FERPA 
Get To Know Our Team Members!
Veronica Destin
Veronica is our Estate Planning Paralegal and dedicated Signing Specialist. She will handle all aspects of your Signing Celebration where we formalize your documents and give you "peace of mind."
Jessica Gonzalez
Jessica is our Client Relations Manager. Jessica makes sure that our message of "estate planning awareness" reaches our community and she assists our prospective clients from the first point of contact.
Itzel Zamudio
Itzel is Lori's right hand. She makes the law firm run smoother in countless ways and manages all of our clients' needs while also keeping us on track.
Business Succession Planning
We also handle business succession planning which means passing on the business interest to your family, avoiding probate, appointing a business manager, and more.
Time to "Move and Shake!"
Give yourself a present this holiday season, by doing some
"peace of mind" planning for your family.
Too busy? Check out our Fast Track Plan
Fast Track Plan
Step 1: Reply here to tell us a little bit about your family and needs.

Step 2: We will suggest a plan (we have three) for you and tell you the fees/costs.

Step 3: Reply with "APPROVED."

Step 4: Receive your finished documents!

If you want to do your planning, but just cannot find the time, let us help you out by getting on the FAST TRACK!
Our Practice Areas
Florida:

Wills
Trusts
Deeds
Probate
Trust Administration
Guardianships (Elder and Minor Children)
Special Needs Trusts
Elder Law
Business Succession Planning

New York:
Wills
Trusts
Probate
We look forward to working with you in 2022!

Wishing you happy holidays, health, and joy.

Are you looking for ways to give this year?
Give to Metropolitan Ministries!

Click here to donate and help provide Christmas
to local families in need.
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