Estate Planning Solutions In Central Florida

Are you finally ready to draft the solid estate plan that will serve your family well in the years ahead?

Estate planning isn't intended to strictly benefit the typical Florida retiree. A number of audiences should investigate the advantages of having an airtight estate plan in place, including individuals, business owners interested in succession, and young parents with small children.

At the experienced estate planning law firm of Lewis & Monroe, PLLC, in Orlando, we give you the facts you need, the options you should be aware of and guidance that results in useful documents that explicitly reflect your wishes. Above all, we stress the importance of helping relatives to avoid expensive, stressful, time-consuming probate proceedings. The right combination of estate legal tools attuned to your unique specifications, will do exactly that.

Personalized Representation For Your Estate Preparation Goals In Orlando

Attorney James H. Monroe uses his decades of experience and vast knowledge of a broad range of estate planning strategies that ensure your loved ones' future financial security, such as:

  • Wills
  • Revocable and irrevocable trusts
  • Living trusts
  • Special needs trusts
  • Living wills durable powers
  • Health care powers of attorney, to prepare for a senior relative's potential incapacitation
  • Health care surrogates
  • Durable powers of attorney
  • Conservatorships and guardianships, and pre-need guardian nominations
  • Medicaid planning
  • Charitable giving
  • Asset protection
  • Family limited partnerships

The finished product of your direct working relationship with Mr. Monroe will be an estate plan you can be proud of — your final gift to those you love most. When a revocable trust is in need of revision, if your list of beneficiaries changes or an estate plan in general needs refreshing, he is here for you, accessible during business hours and ready to answer any question you might have. As your estate lawyer, he is clearly focused on your success.

To arrange your appointment for a free hour-long initial consultation at our Lewis & Monroe, PLLC, law office, simply call us at 407-917-4147 or stay online to send an email message.