321-358-2700
Your trusted estate planning lawyer.
Empowering your legacy for today and tomorrow, keeping your family out of court and out of conflict.
Your Trusted Estate Planning and business planning Lawyer Serving clients Throughout Florida
At The Lineage & Legacy Law Firm, PLLC, our FL-based virtual estate planning and business planning practice guides you to do the right thing by the people you love now, and will be there for you and for them when you cannot be.
Whether you have a lot of money or a little, keeping you out of court and out of conflict is our job. We make estate planning easy and effective, and we keep it as affordable as possible.
We guide you to leave a true legacy.
Estate Planning
With our life and legacy planning model, we help you confidently make legal and financial decisions so you know you have a plan to keep everyone you love out of court and out of conflict after you pass.
Kids Protection Planning
We guide you to ensure your kids, (even your furry ones), and the money you leave behind for them are taken care of by the people you want in the way you want no matter what, without court interference.
Asset Protection Planning
We help you keep everything you have created and earned safe from creditors and other threats to your security, for your family now and for many generations into the future.
Special Needs Planning
We help parents plan for children with special needs by building a fortress of protection around them that will last a lifetime, because they will need you and your support much longer than others.
Elder Law Planning
We guide you to navigate a variety of strategies to ensure your health care costs are covered, you are not caught off guard, and your family knows just what to do over time as you age.
Business Planning
We work closely with you to structure the legal, insurance, financial and tax foundations of your life and business so you can stay creative and have a clear plan for growth and exit.
Our Unique Promise
How You hire us
We are building relationships, not documents. For that reason, we help you organize your financial life and legacy goals before we get hired, ensuring our work is on the full picture of what matters most.
What we Protect
The assets most often lost between generations are intangible. Our personalized process ensures everything from your values to your voice are protected during your life and for generations to come.
How We Plan
Every estate and business plan is unique, driven by your personal relationships and risk factors. We work with you to map out the most likely scenarios for you, and plan for each as life changes.
WHAT YOU SEE
You will know what you pay and what you are paying for at every step of our relationship. We offer a “no surprise” promise, ensuring transparency so we stay on the same side of the table, every step of the way.
How We Deliver
The majority of estate plans are left unfinished and unsigned. We help you mitigate the biggest risk in legacy planning – procrastination – by making it easy to make decisions and solidify legal documents as they are needed.
What You Can Trust
One-and-done estate plans are a recipe for failure. We build lifetime relationships of trust with you so that your financial and legal decision making evolves at the speed of life, elevating meaning and purpose in every season.
Avoid The Six Mistakes Most Families Make When Choosing An Estate Planning Attorney
Did you know that many families fly in the dark when it comes to securing their legacy for their loved ones? You can avoid these mistakes today by discovering exactly what to consider when hiring the best estate planning attorney for your family.
About Maureen MacSweeney
Hello, I am your neighborhood Family Business Lawyer.
What I know is that your legacy is about more than wills and trusts, and it is about more than money. As your trusted advisor, I help you make the very best legal decisions for your family with the kind of guidance usually reserved for only very high net worth individuals.
Our life and legacy planning model covers not just what happens with your assets, but sets you up to pass on what matters most to you: Your values. Your priorities. Your relationships. Your life. Your legacy.
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contact us
The Lineage & Legacy Law Firm, PLLC
321-358-2700
Serving clients across Florida by meeting online.
Mail Only:
5415 Lake Howell Rd, Suite 328
Winter Park, FL 32792
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