Take care of your loved ones without headache or high costs.
Estate planning starts with an attorney consultation by phone, Zoom, or in-person.
Here’s what we’ll do:
- Get to know you.
We’ll inquire about you, your family, your finances, and your estate planning goals.
- Go over your legal tools.
We’ll explain various planning tools, including wills, living trusts, or more customized solutions. We’ll also explain lifetime medical planning documents, including a health care surrogate, living will, preneed guardian designation, and power of attorney.
- Assess estate tax liability.
We will evaluate your family’s estate and gift tax exposure, and if applicable, discuss tools to reduce tax liability.
- Develop a plan.
We’ll help you create a plan to protect yourself during your lifetime and leave your assets efficiently to your intended beneficiaries the way you want and how you want.
Quoted as experts in asset planning by national media.
Prospective clients may not obtain the same or similar results. To protect client privacy, generic photos have been used.
How to Schedule a Consultation
Select a time and attorney below to schedule your phone or Zoom consultation.
You can also call us at (407) 444-0404 to learn more about our services or to schedule an in-person appointment.
Estate planning consultations are scheduled for up to 60 minutes.
Gideon Alper — $250
Jonathan Alper — $350
100% of the cost of your consultation will be applied towards the legal fees of your estate plan.