Maureen MacSweeney

THE LINEAGE & LEGACY LAW FIRM, PLLC
https://lineagelegacylaw.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising

Licensed States: Florida

What to expect from Maureen MacSweeney

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Maureen MacSweeney

Attorney Maureen MacSweeney is the founding attorney of The Lineage & Legacy Law Firm. She focuses her Florida-based legal practice on estate planning and small businesses. After working for 25 years in healthcare, helping to create and nurture families as an Advanced Practice Nurse Midwife, Maureen made the shift from working in healthcare to focusing on law and legal life planning for families and small businesses. As a trusted advisor, Maureen prides herself in providing an unwavering level of service which is client-focused, and results driven. She firmly believes that, as in medicine, building authentic relationships is essential to creating favorable outcomes for clients and has instilled this value into the culture of The Lineage & Legacy Law Firm.

In her estate planning practice Maureen provides high-value solutions for family and individual wealth preservation, asset protection and protection planning for those we cherish most, our children. Her engagement with clients differs from those of traditional law firms by offering empowering information that educates clients, as opposed to mere document drafting. Her passion is to serve families by helping them to protect their children, plan for their future and in the process keep the family out of conflict and court.

Maureen graduated from the University of Connecticut where she received a Bachelor of Fine Arts with an emphasis in interpersonal communication, and a Bachelor of Liberal Arts in Germanic Studies. She received her Master of Science in Advanced Practice Nursing from Case Western Reserve University. Maureen went on to earn a Juris Doctor degree from Barry University in Orlando.
Maureen is the proud, single, mother of a 16-year-old daughter. She credits her daughter as the source of her inspiration for designing estate plans for families.

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

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.
How we plan.

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.
What we protect.

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.
What you see.

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.
How we deliver.

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.
How our plans work.

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.