No will? 

What's the worst that can happen?

You work hard and saved your pennies, and you want to know your family is protected if the worst should happen.  You need an estate plan. 

Lisa Finn focuses her practice exclusively on estate planning. She is a member of Elder Counsel and the Society of Financial Services Professionals. 

 

Her comprehensive estate planning program addresses your concerns and clarifies your intentions. We educate you along the way, listen to you and understand your challenges. We  work together to build a plan that protects your assets going forward.  

Without hesitation I recommend future clients to Atty. Finn. They will be impressed with her proficiency in legal affairs as well as her innate ability to put them at ease. Very much like me, they will leave her office confident of a trustworthy attorney-client relationship. 

Charlotte R. Banks, Client

Sharing Knowledge

What is a will?


A will is a legal document that allows you to control your assets after you die. People with minor children can also decide who will raise them. If you do not have a will, the laws of the state will make these decisions for you.




What is a trust?


A trust is a tool that augments your will. It removes certain assets from the standard success process, giving you even more control of disbursement and taxes.




What is a financial power of attorney?


A financial power of attorney allows you to appoint another person to handle your finances in case you suffer an incapacity or can no longer manage your affairs.




What is a medical power of attorney?


A medical power of attorney allows you to appoint someone to make your medical deicsions for you in case you can no longer make them on your own.




What is a living will?


A living will is a docment you prepare to declare you do not wish to have your life artificially prolonged.





Our Webinar Series starts the conversation with financial professionals interested in offering their clients a fully-fielded team of advisors to bring them the best planning tools available.

Estate Planning for People With Disabilities

Trust-based planning for persons with disabilities:  keeping assets under management

Women and Wealth

Estate planning for women: keeping assets under management

Tax Cuts & Jobs Act of 2017

Understand the new tax law:  keeping assets under management

850-270-9064

2852 Remington Green Circle, Suite 102 * Tallahassee, FL 32308

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