JACOB & GREENFIELD, PLLC
https://www.floridaestateplanninglawyer.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Florida
First and foremost, Jordan is dedicated to his loving wife, Priscilla, and their beautiful daughters, Sophia and Isabella. Jordan is also passionate about serving and educating his community in Palm Beach County, as well as assisting his clients all throughout South Florida. Jordan’s ultimate passion is working with young parents and educating them on the importance of planning for their future and their children’s future. Being a parent himself, and having indirectly experienced the pitfalls of both do-it-yourself planning and complete failure to plan, Jordan understands the need for other parents to protect both their material assets and their spiritual, intellectual, and human legacy. More importantly, Jordan understands the unquestioned need for young parents to have a specific, detailed protection plan in place for kids in the event something should happen to one or both parents.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.