Estate Planning

ADDITIONAL INFORMATION

There is a misconception among many Americans today that feel their estate will be ‘too small’ to worry about estate planning. This is not true. Even a simple plan can help avoid costly problems and give you a sense of security. Estate planning does not have to be confusing, time-consuming and overly expensive. Burgos & Brein partners with estate planning professionals who will work with you to ensure your assets are protected and distributed according to your wishes.

 

Without proper planning, your estate may end up in probate court tying up property for months (or even years), diminishing the estate’s value with expensive attorney and court fees.

 

Burgos & Brein does not offer tax planning or legal services, but will provide references to accounting, tax services and legal providers. We will also work with your attorney, independent tax or legal advisor.

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in estate planning.

FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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