Contact Us
Phone: 407-849-7072
Location
630 North Wymore Rd
Suite 330
Maitland, FL 32751
Hours
Call Now: 407-849-7072
Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. The goal is to make sure your beneficiaries receive these things in the most cost-effective way possible.
Follow the 7-step checklist to make sure your estate planning is the most effective.
Take Inventory
Account for your family
Establish your directives
Review your beneficiaries
Note your state’s laws
Weigh the value of professional help
Plan to reassess
Read the full article by Kay Bell at nerdwallet to make sure your estate plans are on track. It’s difficult going through the estate planning process alone. Contact David Veliz at Veliz Katz Law, we’re here for you so you don’t have to go through it alone.
Contact us now!
Family Law
Probate Law
Estate Planning Law
Disclaimer: The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute an attorney-client relationship.
© Copyright 2024 | All Rights Reserved | Veliz Katz Law | Powered By Convert It Marketing | Privacy Policy | Terms of Use | Accessibility Statement