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Advocate Financial
  • Home
  • Our Team
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  • 5-Star Reviews
  • FRS DROP
  • Federal
  • Estate Planning
  • Tax Free Retirement
  • Workshops
  • Our Blog
  • Videos
  • Annuity 101

Importance of Estate & Legacy Planning

Planning for the future of loved ones is absolutely essential, and having a Will or Trust can make settling your affairs after you pass a more efficient process for your loved ones. Estate Planning provides peace of mind, by knowing that you're in control. 


  • Asset Distribution: An estate plan allows you to specify exactly how and to whom your assets will be distributed after your passing. By clearly outlining your wishes, you can help protect your assets and provide peace of mind for both yourself and your loved ones.


  • Minimize Probate and Taxes: A good estate plan can help your loved ones avoid lengthy and costly probate processes.


  • Healthcare Decisions: You can outline your medical wishes and appoint someone to make healthcare decisions for you if you can't.


  • Guardianship for Dependents: If you have kids, you can name a guardian to care for them in case something happens to you.


  • Reduce Family Conflicts: Clear instructions can help prevent disagreements among family members about your wishes after you're gone.

Email to learn more

Advocate Financial serves as dedicated advocates and trusted financial partners in the estate planning process. In collaboration with experienced estate attorneys, we provide comprehensive guidance to help you secure your legacy, protect your loved ones, and achieve your financial goals.  Our personalized approach ensures that your estate plan aligns with your unique needs, giving you confidence and peace of mind for you and your loved ones. 

Nicole Loughlin - Attorney Loughlin Law P.A.

Nicole is a dedicated estate planning and probate attorney serving the state of Florida, and committed to helping individuals and families secure their futures. As the owner of her own law firm, she specializes in guiding clients through the complexities of estate planning, including the drafting of wills and trusts, to ensure their loved ones are protected and their wishes are honored.


With a focus on proactive planning, Nicole assists parents in establishing arrangements for their children’s care and inheritance, aiming to minimize the need for court intervention and streamline the probate process. She also provides compassionate support to families navigating the probate legal procedures following the loss of a loved one.


Nicole strives to deliver personalized, high-quality legal services tailored to each client’s unique needs and schedule, ensuring the estate planning process is as straightforward and stress-free as possible. Her firm has a proven track record of achieving excellent results and has earned hundreds of five-star reviews, reflecting her commitment to client satisfaction and professional excellence.


Estate Planning Services 


Planning for the future of loved ones is absolutely essential, and having a Will or Trust can make settling your affairs after you pass a more efficient process for your loved ones. Estate Planning provides peace of mind, by knowing that you're in control. 


  • Asset Distribution


  • Minimize Probate and Taxes


  • Healthcare Decisions


  • Guardianship for Dependents


  • Reduce Family Conflicts

William J. Sanchez - Attorney WS Legal Solutions P.A.

Mr. Sanchez has been practicing law in Florida for over 15 years assisting Floridans. William completed his bachelor's degree at the University of Iowa where he studied political science. After moving from Iowa to Florida he attended Barry University School of Law where he obtained his JD. During his years of practice, he has gained a wide range of experience in different areas of law.


Estate Planning Services 


Planning for the future of loved ones is absolutely essential, and having a Will or Trust can make settling your affairs after you pass a more efficient process for your loved ones. Estate Planning provides peace of mind, by knowing that you're in control. 


  • Asset Distribution


  • Minimize Probate and Taxes


  • Healthcare Decisions


  • Guardianship for Dependents


  • Reduce Family Conflicts

Contact Us

Send us an email Info@AdvocateFinancial.net or fill out the form below

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FL-W499974 / FL-W497502 / FL-W676669 / GA-3344623 / FL-G008123 / IL-20741943

The information provided on this website is intended solely for educational purposes and should not be construed as specific tax or legal advice. We advise our users to consult with qualified tax or legal professionals regarding their individual circumstances before making any decisions based on the content presented. Certain products discussed may incur fees and may be subject to specific restrictions. Personal reviews will be conducted by state-licensed agents through the state Department of Financial Services, independent of the Florida Retirement System or any Government agency. Videos and content available on this site do not constitute investment advice or an offer to buy or sell any securities or insurance products. The information provided is not intended to serve as a comprehensive analysis of the topics discussed. Any discussions or responses to inquiries are limited to the sharing of general information and do not involve personalized investment advice.  We disclaim any liability for reliance on the information provided herein.


We are committed to upholding the highest standards of professional and financial integrity, ensuring that we always act in the best interests of our clients


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  • Home
  • Our Team
  • Services
  • 5-Star Reviews
  • FRS DROP
  • Federal
  • Estate Planning
  • Tax Free Retirement
  • Workshops
  • Our Blog
  • Annuity 101