We are passionate about our Estate Planning and offer a comprehensive range of both Legal and Financial Services to meet your needs. Our legal services include Last Will and Testament, Revocable Trust, Power of Attorney, Transfer on Death Real Estate Deeds and Living Wills to name a few.
At AJV Legacy Planning, we believe in putting our clients first. We take the time to understand your unique needs and provide personalized advice and guidance throughout the estate planning process. Our goal is to help you achieve your objectives and protect your assets for future generations.
At AJV Legacy Planning, we are committed to providing our clients with the highest level of service and support. We strive for excellence in everything we do and are dedicated to helping you achieve your estate planning goals.
If you're like most people, you probably don't have your estate planning documents in order. You probably think that you don't need them. But what happens to your belongings and your loved ones if you should pass prematurely or unexpectedly? Are you confident the state will administer your estate the way you'd want?
A collection of legal documents outlining your wishes, should you die or become incapacitated.
A legal document that records how a person wants to distribute their assets upon their death.
One of the main benefits of a revocable living trust is that it can help you avoid probate, the legal process of distributing your assets after you die, which can be time-consuming and expensive. Instead, the assets in the trust can be distributed to your beneficiaries without the need for probate.
A power of attorney is a legal document that allows someone else to act on your behalf. It is commonly used to address both healthcare and financial matters.
A living will is a written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation.
In Florida, real estate can be transferred via a "Lady Bird Deed" or an "Enhanced Life Estate Deed". This deed allows a property owner to retain control over the property during their lifetime, and upon their death, the property is automatically transferred to the designated beneficiary, avoiding probate.
Corporate Documents means the documents formally adopted by a corporation establishing its processes for governance and operation, including its articles of incorporation or association, bylaws and similar documents.
A financial plan documents an individual's short and long-term financial goals and includes a strategy to achieve them. The plan should be comprehensive and highly customized. It should reflect an individual's personal and family financial needs, investment risk tolerance, and plan for saving and investing.
A financial plan documents an individual's short and long-term financial goals and includes a strategy to achieve them. The plan should be comprehensive and highly customized. It should reflect an individual's personal and family financial needs, investment risk tolerance, and plan for saving and investing. a description about this item.
*All financial planning services are provided through Myriad Capital located at 5850 Coral Ridge Drive, Parkland, Florida*
Last Will & Testament, Revocable Trust, Power of Attorney, Healthcare Directives, Deed Transfers and Corporate Filings.
150 S. Pine Island Rd, Suite 300, Plantation,Florida 3324, United States
Office: (954) 880-1291 Email: alex@ajvlegacyplanning.com
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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