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Estate Planning with Yahima Suarez

On this week’s show, Anna with White Glove Moving talks final wishes. Active with the Treasure Coast Premier Women’s Network, Yahima Suarez has years of experience and packages available to give families’ peace of mind to ensure their loved ones receive what they want gifted to them with ease.

“I am committed to educating families with young children so they have the knowledge and understanding and the tools to decide what plan is best for their family, what guardians are best for their children, what type of financial plan must be put in place to support their children if they are no longer around. I want parents to make sure they are prepared for any event. I want to make sure children are protected.

I help families plan for their own protections in the event of incapacity or to plan for the care of aging parents. No less important, I help individuals in choosing the proper planning needed to protect their businesses and their assets.

Although we focused on Trust -Centered planning, which will usually keep the administration away from the courts or probate proceedings, many of those who come to our office for help upon the death of a loved one already have a will-based plan. In that event, I provide the client with representation in the probate proceedings.

When proper planning has not been put in place on time, and the need for a guardianship arises, I help clients go through the process. In other events, a Guardianship is a necessity, such as in the event of persons with disabilities or minors, and I am here to help.

I feel proud in treating my clients like family, protecting their interests as if they were my own, and making sound recommendations to help them accomplish their planning goals.

In order to stay in-tune with the latest trends and developments in Estate Planning, I became an active member of Wealth Counsel, a national community of top estate planning professionals committed to the highest standard of practice excellence. This collaborative organization, along with attending seminars taught by nationally recognized thought leaders and my State Bar, keeps me on the leading edge of the newest estate planning ideas and approaches.”

Listen here.

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