Services
What We Can Do For You
We provide the strategies that guide, protect and preserve your legacy that last a lifetime for your family, business long-term care needs.
Estate Planning
Creating a plan and putting the crucial legal documents in place to keep your family protected - no matter what.
Long-Term Care Planning
Putting strategies in place necessary to maximum protection of your family’s assets from the cost of long-term care.
Business Planning
Investing in protection for everything you’ve worked so hard for and ensuring it continues to grow for many generations.
Serving All of Florida
We'll walk you every step of the way of designing a plan to meet your needs - virtually - in the comfort of your own home.
ABOUT US
OUR PROMISE TO YOU
Lifetime Relationship
We provide complimentary 3-year reviews with all or clients to update their plans as their lives change.
Kid Protection
We offer a Kids Protection Plan® with every estate plan if you have minors at home to meet various needs.
No Hourly Billing
Our firm charges flat-fees for our planning services. This means there are no surprise bills!
Integral Approach
We provide you with the opportunity to plan for all possible risks, and pass on your legacy as you want.
Communication
We are always available to answer and ask questions when it comes to your planning.
Caring Approach
We don’t bombard you with legal jargon. We’re here to educate you on designing the right plan.
Watch Our On-Demand Webinars
WHAT PEOPLE ARE SAYING
My husband and I are clients of Irene and Hector’s. Irene has guided us through the estate and life planning process. I cannot speak highly enough about the importance of making sure your affairs are in order, no matter what season of life you are in. We have total peace of mind as her clients. Irene is a joy to work with, and I would trust anyone I love, to her. We are also working closely with Hector to handle the business side of our estate plan.
— Aerial