ABC ESTATE AND LEGACY PLANNING
http://www.abcestateplanning.com/
Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning
Licensed States: California, Florida, Georgia
Hi, my name is Adela. First and foremost, I’m a mom to three beautiful kids: Alex, Benny, and Caroline, the ABCs of my life! Second, I am a business owner who wants to help my community protect their lives and legacies the same way I protect mine—under iron-clad law.
Our number one priority as a parent, business owner, or both, is to guard those we love at all times. No one wants to consider that one day we might not be there for our children or our businesses, but to protect them, we must do so. Proper planning for your estate or business succession keeps families out of court and out of conflict during one of the most difficult times of their lives.
As a Boston College Law School graduate, Elder Law College graduate, and Certified Exit Planning Advisor (CEPA), I am well prepared to advise you on the ways to safeguard your loved ones through business and estate planning – aligning your personal, financial, and business goals.
I can walk you through the procedure of protecting your assets in both English and Spanish, as I am a native speaker of both languages.
Protecting families and businesses can be complicated, but I am here to simplify that process for you. I will empower you with the knowledge you need to make the right choices for your situation—no matter what that looks like. Let’s start planning for your future now and secure your legacy today.
At 49, I realize I am late to preparing myself and my loved ones financially for the future. I am so glad I found Adela to assist me in navigating this very confusing and often tedious journey. From the beginning of my initial meeting with Adela I realized that she was exactly the person for the job. She very patiently took me through her process and explained what would happen if I continued to do nothing. She answered all of my questions and asked me many that I hadn’t even thought about. The whole process from our initial meeting to signing the documents and receiving my copies was much faster than I thought it would be. I wish I had done it earlier for my piece of mind and knowing that my children and loved ones are taken care of. Thank you, Adela for making an overwhelming experience into a fast, painless, and comforting one. – Sarah M
Adela has guided and supported me through a very complicated process in building an estate plan. It has taken a great burden off of me. There were some very unusual circumstances that required an extra effort on Adela’s part. She went out of her way to make deadlines and complete the project on time. Thanks Adela. – Bernard D.
Adela is the consummate professional and is super knowledgeable and thinks outside the box. She is approachable and responsive- not your typical attorney. – Jamie P.
I have not used her services, but I saw her do a presentation where she was sharing so many gems that are necessary to think about. What will your family do with your possessions if you die? Will they be able to grieve in peace, or will they have fight in probate court for years? Adela is definitely the one that you want on your side if you plan to secure your legacy. – S. Lin W.
Complete the form below to reach out and schedule your 15-minute initial consultation.