Estate Planning Services
Attorney in Naples
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Email: firstname.lastname@example.org Phone: (239) 273-5485
Plan Now for Peace of Mind
Megan M Kelly Law has years of experience assisting clients with their comprehensive estate planning needs, including young families and those with elder needs. I take a holistic approach that involves the other professionals in your life who play an important role in your planning, including your CPA, financial advisor and insurance broker. If you do not already have these in place I have many within my network and can help you find a good fit for your needs. If you have minor children naming the right guardian(s) is of utmost importance and I'll help you understand the process so that your children will never be in the wrong hands.
Why prepare a will?
If you haven't yet made your Will and do not have a Durable Power or Attorney or Designation of Health Care Surrogate to assist in the event of incapacity, there is no better time than the present. The recent Florida Law Journal mentions record numbers of clients are seeking these services. My firm is able to prepare your documents and help you get them signed while observing social distancing recommendations. Call today!
Coordinating your Estate and Business Succession Plans
The benefit of having an attorney who is adept at both estate planning and business law ensures that if your small business is an asset, possibly your largest, it's succession will be planned along with the rest of your estate plan. This is true legal life planning. Ensure that ALL your assets are protected, your human ones, your children! as well as your material ones. Leave nothing to chance.
Protecting your assets from marital discord
Fellow attorneys recently wrote a very helpful article in our Florida Bar Journal about protecting wealth transfers from marital discord. I have many clients inquire about what will happen to the assets they want to pass on to their children in the event one of them ends up divorcing. Let me help you create solutions to reduce uncertainty and give you peace of mind. Schedule a consultation today.