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Plan Ahead offers a complimentary Peace of Mind Planning Session with attorney Erik Newton.
About Plan Ahead
We believe estate planning is more than a legal procedure. It is a personal process of planning for your family’s legacy and peace of mind.
With every client, we focus on quality, compassion and attention to detail throughout the process.
How it works
- Peace of Mind Planning SessionA complimentary first conversation about your needs and goals.
- Estate Plan Design MeetingWith attorney Erik Newton over Zoom, to design your plan.
- SigningAt your home or at the Lake Worth Beach office.
- AfterwardsAn annual 30-minute plan review at no charge; changes are billed at then-current rates.
Estate planning guides
Each guide follows one state’s law, in plain words. See every service
Florida living will and health care surrogate
Your health care instructions, in writing.
Read the guideFlorida personal representatives (executors)
What a Florida personal representative does.
Read the guideYour attorney
Erik Newton
Attorney
- Admitted in Florida and Illinois
- Meets clients at the Lake Worth Beach office
- Or by video, anywhere in Florida and Illinois
Where we meet clients
Florida
Lake Worth Beach
- 631 Lucerne Ave., Ste. 22
Lake Worth Beach, FL 33460 - (561) 464-4529
- Monday to Friday, 8 a.m. to 5 p.m.
- In person at this office or at home for signings, or by video (Zoom) for planning meetings
- Erik Newton, Attorney
Meet your attorney by video or phone
Illinois
By video or phone
- From anywhere in Illinois
- Erik Newton, admitted in Illinois
- Firm office: 631 Lucerne Ave., Ste. 22, Lake Worth Beach, FL 33460
- (561) 464-4529
Monday to Friday, 8 a.m. to 5 p.m.
Why plan now
- 46%of U.S. adults have a willSource: Gallup, May 2021
- 76%of U.S. adults 65 and older have a willSource: Gallup, May 2021
- $100 trillionNearly this much is projected to pass from Baby Boomers and older generations through 2048Source: Cerulli Associates, December 2024
Watch the estate planning webinar
Recorded presentations on estate planning in Florida and in Illinois. Enter your name and email address to watch.
Start with a Peace of Mind Planning Session
The session is complimentary. Tell us how to reach you and we will set a time.
Your session is with
Erik Newton
Attorney
Admitted in Florida and Illinois
Or call (561) 464-4529
Monday to Friday, 8 a.m. to 5 p.m.
Get in Touch
Common questions
What is included in a basic estate plan?
A basic estate plan typically includes a Last Will and Testament to outline asset distribution and guardianship for minor children, a Durable Power of Attorney to appoint someone to manage your financial affairs if you become incapacitated, an Advance Healthcare Directive or Living Will to document your medical preferences, and beneficiary designations. Plan Ahead also offers revocable living trusts and asset protection planning.
What happens if I die without a will or trust?
Without an estate plan, the state decides how your assets are distributed through intestacy laws. This process may not align with your wishes and often involves lengthy probate proceedings. For families with minor children, the court appoints a guardian without knowing your preferences.
What is the complimentary Peace of Mind Planning Session?
Your first step. This complimentary consultation allows us to understand your needs and goals. During the session, we identify your priorities, address your concerns and map out a path forward for your estate plan.
