Protect your family and assets with a Comprehensive Estate Plan
Probate Can Cost Your Family Tens of Thousands —
Here’s How to Avoid It.
Without the right plan, Florida probate courts will make decisions for your family — and it’s expensive. Guardianship for incapacity costs $10,000+ just to open, while probate for a $750,000 estate can drain $45,000 or more before your family sees a dollar. Florida families have lost billions in unclaimed assets due to poor planning, and kids can even end up in foster care without a legally named guardian. Quick fixes like adding names to deeds or using DIY kits often backfire, stripping away tax benefits and exposing your assets.
That’s why we created Legacy Planning — a smarter, proactive way to avoid courts, conflict, and unnecessary taxes. With tools like the Legacy Leak Test and 22 Critical Risk Factors worksheet, you’ll uncover and fix costly mistakes before they happen. Right now, you can claim a Legacy Planning Session (normally $950) at a substantially reduced rate — but only while sessions remain.
Don't Leave your Legacy to Chance!
Discover valuable secrets that will help you transform your legacy to something you can be proud of. Gain new peace of mind knowing your family’s ‘perimeter’ is secure!
What You’ll Learn:
1
Boost your wealth with tailored investments, savings strategies, and smart budgeting.
2
How to put in place a plan that will protect your kids, pets, those with special needs, and your assets.
3
Deconstructing the pieces of an effective estate plan (Will? Trust? Guardianship? What they mean and who they’re for).
4
How to put in place a plan that will protect your kids, pets, those with special needs, and your assets.
5
Pro tips on vetting your estate planning law firm and what effective planning costs (and who pays the cost for ineffective planning).
Your educator
Natalia Ouellette-Grice, Esq.
Her commitment to her clients is further demonstrated by her current studies in the Taxation LLM program at the University of Florida, aimed at enhancing her expertise in safeguarding estates from undue taxation.
Founding partner of LCO Law LLC. With over 15 years of experience in estate and business planning, Natalia leverages her comprehensive background, including an MBA and diplomatic training from her undergraduate studies, to offer unparalleled legal, business, and communication guidance. As a devoted mother, Natalia deeply understands the profound importance of estate planning, ensuring families receive thorough protection
Got Question?
We've got answers
In your Estate Planning journey, you likely have many questions and concerns. Our goal is to help you navigate through them, which is why we've compiled answers to the most common questions but to have a better understanding of what Estate Planning entails join the webinar by clicking below
Do I have to pay for the webinar?
No, It's fee and you will recive even more benefits at the end
What are the benefits of a trust when used for estate planning?
Avoiding probate and the associated costs and delaysProviding for the management of assets in the event of incapacity or disability without having to open a guardianship court caseProviding for the care and support of minor children or family members with special needsProtecting one or more beneficiary’s assets from creditors and lawsuitsAllowing for greater control over how and when assets are distributed to beneficiariesMaintaining privacy in the distribution of assetsCreating generational wealthReducing income, estate, and gift tax consequences
Is Will Alone is Enough?
A will, while important, is just one component. Comprehensive estate planning includes trusts, healthcare directives, and powers of attorney – it’s a multifaceted approach to securing your legacy.
What is the difference between a revocable and an irrevocable trust?
A revocable trust can be changed or revoked by the person who created it at any time during their lifetime. An irrevocable trust cannot be changed or revoked once it is created and can have immediate gift tax and income tax consequences for the creator.
