Protecting Your Family & Scaling Your Business Through the Lens of a Business, Estate Planning Attorney & ICU Registered Nurse.
Your estate planning and business attorney for life!
We are a boutique law firm providing entrepreneurs, healthcare providers, business owners, professional athletes & families with personalized legal service they deserve. We provide Estate Planning and Business Scaling strategies from a medical malpractice, corporate law, and healthcare provider perspective. We help new business owners; physician practices; aesthetics and medical spas build strong business foundations to help you scale to multi million-dollar revenue.
You will receive CUSTOMIZED Estate Plans & Business Strategy Toolkits that will help reduce taxes during life and after death, decrease risks of liability, keep your business and family out of court, and keep your loved-ones from fighting with one another in the event of your death or incapacity. Your assets can be distributed to your spouse & family the way you want and protected from creditors, bankruptcy & divorce. Your plan will also ensure that you will be taken care of the way you want if you become temporarily or permanently incapacitated.
Similar to your Primary Care Physician, we can become your estate and business attorney for life. You can call our emergency legal hotline with any legal question you may have if you join our Gold or Platinum Membership. The Membership provides monthly flat fee services for our business clients which includes weekly or monthly Q&A strategy calls with Attorney Lorelei, legal services and so much more.
We do NOT prepare "cookie cutter" documents and then charge you for them! We provide you with strategies and customized whole packages designed with your goals in mind.
What would happen to your business or your family if you die or become mentally incapacitated due to a traumatic event?
Are you prepared if a lawsuit is filed against your business and your personal assets are at risk? (Scroll down to read true stories.) Can you scale your business to a multi-million dollar revenue machine without legal compliance?
Wills * Revocable Living Trusts * Irrevocable Trusts * Healthcare Directives * General Power of Attorney * Business Succession Planning * Business Foundation Building
We offer a Holistic Planning Session, during which you will get more financially organized than you’ve ever been before and make all the best choices for your business, the people and pets you love.
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All I can say is, “What a mess.” Jane had a sizable estate. But she had a sizable estate in part because she refused to spend money, so when it came to creating her estate plan, Jane found forms online and drafted her own trust.
Several years later, she created a separate list of items and gifts she wanted to leave to certain family members, thinking that they would receive the gifts by way of the trust. By the time Jane died, she was married to her second husband and the trust stated that he was to inherit all her assets outright. Since she didn’t know the law, she didn’t realize that the separate list she created was not actually a part of her trust, and so she effectively disinherited her children and grandchildren (which was not her intention). She also attempted to record deeds transferring her two homes to her trust, but both deeds were faulty.
Now the family is in court, and has been for over a year, fighting over the disposition of Jane’s estate, as well as what to do with the faulty deeds. They’ve spent lots of money and time fighting - and all that could have been avoided if Jane had just seen a lawyer instead of trying to do her plan herself. In fact, in Jane’s papers she stated that she specifically wanted to set up a trust so her family wouldn’t have to go through probate, yet that’s exactly what happened.
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A daughter's father remarries. During the father's marriage, his daughter and daughter's stepmother, and even her stepmother’s children, got along well. They celebrated holidays together and had regular family gatherings. All that changed when daughter's father died.
Daughter learned that in her dad’s will, he left all his assets to his wife, trusting her to take care of daughter, his only child. His wife had other plans. She ended up taking all his assets, giving daughter nothing, and decided not to speak to daughter anymore. Daughter was understandably upset and asked if there was anything that could be done.
Daughter's options were not desirable. She could go to court and challenge her father’s will, with only a small chance of success, and spend lots of money in lawyers and court fees, or she could do nothing. She opted to do nothing because she couldn’t afford to fight. It was such a sad situation and undoubtedly not what her father wanted.
A woman lived with her boyfriend for 20 years in his house. She paid half the mortgage for all of those 20 years. He said he would leave her the house in his Will and promised to get his Will done. But since he had no children he wasn’t too worried about his girlfriend being able to stay in the house once he passed. Unfortunately, he never took the time and died without a Will.
Under the law, and unbeknownst to her, the house went to his 80 year old sister, as she’s his only living relative. His surviving girlfriend doesn’t have the money to bring a court action for the half of the mortgage that she paid for 20 years, and she can’t afford to buy out the sister. All that could have been prevented with a simple Will. Now she’s out on the street at 55 years old and lost all the money she paid for the home.
A man didn’t think he had much, so he didn’t believe an estate plan was necessary. Instead, he purchased a life insurance policy, naming his long-term girlfriend as the beneficiary, and added her to the deed to his house. What he didn’t realize was that by adding his girlfriend to the deed rather than leaving it to her in a Will, he was leaving her with an unnecessary tax bill.
He died thinking he had taken care of her, but in reality, even though they had been together for many years, his family received the rest of his assets and his personal belongings under the law. She was devastated, not only because she didn’t receive anything from his estate, but also because she must now pay tax on her home when she sells it. If he had just made a Will and left the house to her in his Will she would not have incurred this tax.
My colleague's father in law spent $3,000 on a trust plan with an attorney, all with the intent of keeping his family out of court and conflict. However, his attorney never followed up to ensure the trust was properly funded or updated over time, and so it wasn’t.
When her father in law died, my colleague and her husband were stuck dealing with her father-in-law’s ex-wife and the probate court, even though her father in law spent money on an attorney and an estate plan just to avoid that result. My colleague was in law school at the time and was certain the attorney had committed malpractice. But she soon found out that it was common practice, even though the $3,000 her father in law spent was a total waste.
To this day, if you search “Lewis L. Crosley” in the Florida Dept of Unclaimed Property, you’ll still find his unclaimed assets there, just part of the loss the family experienced when Lew died.
WITHOUT A LEGALLY ENFORCEABLE PLAN, YOUR FAMILY WILL BE FORCED INTO COURT IN ORDER TO FIGURE OUT THE FINANCES WHILE HAVING TO MOURN YOUR DEATH OR COPE WITH YOUR ADMISSION INTO THE HOSPITAL DUE TO A TRAUMATIC EVENT REQUIRING A RESPIRATORY VENTILATOR & LIFE SUPPORT
But it does not have to be that way. We provide more than just documents. We become your Personal Attorney for life. With our combined healthcare and legal background, we provide a customized, detailed, holistic estate plan by understanding the financial, health, and emotional needs of you and your family. We also help you prepare a "Sentimental Package" that portrays your values, wisdom, and insights, so that when you die, your children and loved-ones will always have that part of you with them. We also help you create a plan for your small tangible assets that may not be worth a lot of money, but to your children or family, these assets have sentimental value. If you join our membership, we will ensure that your Estate Plan is updated every year and in compliance with federal and Florida law to help keep your family out of court and stay out of conflict with one another should you become incapacitated or die. And we will be there for them to help navigate through this traumatic event. You can take the legal burden off your family should something happen to you and give them the strength they would need to support each other during this difficult time so that your children or loved ones stay out of conflict with one another and can maintain a close relationship for life.
Having a Will does not guarantee that your children will be taken care of only by the people you name in your Will should something happen to you. We help parents keep their minor children out of the care of strangers in the event one or both parents become incapacitated or die. We prepare a Kids Protection Plan® that is immediately activated if something happens to you (and you would not have to wait for a court) to ensure the people you chose to be guardians are taking care of your children.
Yes. Pursuant to Florida Statute, Section 732.901(1):
"The custodian of a will must deposit the will with the clerk of the court having venue of the estate of the decedent within 10 days after receiving information that the testator is dead. The custodian must supply the testator’s date of death or the last four digits of the testator’s social security number to the clerk upon deposit. " Therefore, your family would be forced into court and upon filing your Will it would become public knowledge in the event of your death. If you prefer to keep your family out of court, out of conflict and to keep things private, we can help.
DISCLAIMER: The information on this site is not legal advice. This information does not create an attorney-client relationship. Please do not send us any confidential information until such a relationship has been established by written agreement between you and Lorelei Law, PLLC. The stories, although true, are written by persons not affiliated with Lorelei Law, PLLC.
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