Family Legacy Planning

Overview of the Course

August is “Make a Will” month. In honor of it, we created an easy course to teach you about Florida and New York Wills, beneficiary designations, trusts and more.Thinking about a Will is nothing to shy away from. Learn all you can to empower yourself to make great decisions.

For educational purposes only under Florida law.

Completing this course will help you:

Who is the course for?

Florida and NY Residents that want to make legal decisions for their families and estates.

Learning Path

  • Are there mistakes that are avoidable?
  • Is lack of decisiveness going to cost you money?
  • Will the court have to make decisions on your behalf?
  • Will the wrong people get custody of your kids?
  • Are you prepared if you get sick to have someone else help you out?
  • How do you avoid the costs of probate?
  • How do you protect the assets of your kids?

Video 13 Min  + 2 Min read to complete

  • How do we feel more secure?
  • Peace of Mind is Closer than you think
  • Timing
  • Costs and Aggravation
  • Delays and Aggravation
  • Probate Avoidance due to Probate Aggravation
  • Advantage of Naming Guardians

Video 17 Min  

  • Things you must consider as you choose between the two.
  • Components of a Will
  • Simple Will
  • Complex Will
  • What goes through probate?
  • Probate costs and passing away intestate (without a Will)
  • Trusts

Video 21 Min

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Are You Ready To start the course?

Learn about Estate Planning

Disclaimer:  The Law Office of Lori Vella’s website contains general information directed to Florida residents.  This firm does not intend to give legal advice through its pages and/or blog.  If you need legal advice, we encourage you to find an attorney licensed in your state.  This language on this website website does not create an attorney-client relationship between you and this firm. Review our legal disclaimer page.