"The best preparation for tomorrow
is doing your best today."
- H. Jackson Brown, Jr.
"Zooming" with Professionals
This month, we started meeting with local professionals who share their knowledge, tips, and experiences with our team. Thank you to Adam Parks of Trinity Wealth (financial advisor), William McKissock of Men in Kilts (window washing!) and Arlene Jacobs of Dignity Memorial (pre-planned burials/cremations).

We are learning so much and we are thankful to these local professionals for taking the time to give back.
Would you like to appear on our call?
We would love to hear from you.
Win a FREE Estate Plan!
Do you want to receive a free estate plan for your family?
Steps:
1- Submit a video with your family explaining why would you like an estate plan--be creative!
2 - We'll upload the 3 best videos to our social media channels.
3 - People will vote for the best video!

The recipient will be announced over the summer!
Do you have an Estate Plan already?
Be sure to keep your will or estate plan updated.
Here are 3 key reasons why
Spotlight on Itzel
If you work with our firm, you will likely meet Itzel.

Itzel has recently been promoted to Office Manager. She is also training to be a paralegal.

Itzel started as Lori's administrative assistant but due to her willingness to learn and ambition, she has been advancing and taking on new things.
Indeed, we just hired a new administrative assistant to assist Itzel! Thank you Itzel for all you do!
Don't forget to file your annual report!
You have until Sunday, May 1, 2022 at 11:59 PM EST to file
before a $400 late fee is assessed.

This applies to any profit corporation, limited liability company, limited partnership, or limited liability limited partnership.

If you need help, just let us know.
Women's History Month!
This is a pic of me in Seneca Falls, NY. It was very moving to be at the site and to thank the women that paved the way for us.

In 1848 a group of women held the first Women’s Rights convention in the United States here at Seneca Falls and began the suffrage movement.
Susan B. Anthony was the leader of this movement and helped build the nineteenth amendment to the Constitution, giving women the right to vote.

In honor of Women's History Month, we are highlighting on social media amazing women in our community!
Look at what people are saying!
Lisa Infinger
Excellent experience. As a single mother it is important to me that I have everything in order in the event that something happens to me.

Lori took the time to explain how everything worked and based on my needs, she provided advice on what route to take. She is flexible and understanding of life situations which provided affordable services and convenient times.

Anything I didn’t understand or wasn’t too sure about, Lori was a phone call away. I would recommend her to anyone needing to create a will or even revising an old one.

Thank you Lori!!
Joanne Kearns
Fantastic professional experience.
Mickey Diez
Lori is currently helping my wife with the legal side of starting a small business and we are thrilled by her attention to detail. Very easy to speak with and truly passionate for what she does. Highly recommend!
So great to meet with clients and get their documents properly signed, witnesses, notarized and organized.
Too busy to get your plan?
Check out our Fast Track Plan
Here is how it works:
Step 1: Reply here to tell us a little bit about your family and needs.

Step 2: We will suggest a plan (we have three) for you and tell you the fees/costs.

Step 3: Reply with "APPROVED."

Step 4: Receive your finished documents!

If you want to do your planning, but just cannot find the time, let us help you out by getting on the FAST TRACK!
Do You Need Help?
Florida:

Wills
Trusts
Deeds
Probate
Trust Administration
Guardianships (Elder and Minor Children)
Special Needs Trusts
Elder Law
Business Succession Planning
Personal Injury Cases
- We also accept personal injury or car accident
cases to match you with a trusted colleague. -

New York:
Wills
Trusts
Probate
We look forward to working with you. Reach out with any questions.



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