The Orlando Law Scoop - Take Charge of 2025: A Practical Checklist for Your Peace of Mind

Rick Brown • January 15, 2025

Start the New Year with Confidence:

Your Essential Legal and Financial Checklist for the New Year


As we step into the new year, it’s the perfect time to reassess our goals and ensure our affairs are in order. Whether you’re looking to protect your family’s future, streamline your business, or simply get a fresh start, our New Year Reset Checklist is here to guide you. From updating your estate plan to revisiting your insurance coverage, these straightforward tips will help you begin the year with clarity and confidence.


Let’s make 2025 your best year yet!




New Year Reset Checklist


Review or Update Your Estate Plan

  • Confirm wills, trusts, and healthcare directives are up to date.
  • Make sure beneficiaries and key contacts still reflect your current wishes.


Verify Insurance Coverage

  • Check life, home, auto, or business policies for accuracy and adequate coverage.
  • Add new, high-value items (like holiday gifts) to your policy.


Organize Important Documents

  • Safely store originals (wills, titles, deeds) in a secure location.
  • Keep digital backups in an encrypted folder or password manager.


Assess Your Finances

  • Review your budget and set savings goals for the year.
  • Check beneficiary designations on bank, retirement, and investment accounts.


Consider Charitable or Non-Profit Involvement

  • Think about attending our Non-Profit Bootcamp if you’re interested in establishing or growing a charitable organization.
  • Explore tax benefits and community impact of giving back.


Plan for Business Updates (if applicable)

  • Ensure business licenses, permits, and corporate documents are current.
  • Schedule time to review or revise your operating agreements.


Schedule Professional Consultations

  • Estate Planning Attorney: Secure or update your plan.
  • Financial Advisor: Review investment strategies, retirement, and tax planning.
  • CPA or Tax Professional: Get organized ahead of tax deadlines.


Starting the year off with a clear plan sets you on the right path—less stress, fewer surprises, and more peace of mind. If you need guidance, we’re here to help. 


Call 407-565-HELP to schedule a consultation or learn more about our services.



Make 2025 the Year You Secure Your Legacy


Planning for the future doesn’t have to be overwhelming. In our latest YouTube video series, Attorney Erika De Jesus breaks down the basics of estate planning—from wills to trusts. If you’ve been putting off this vital task, now’s the perfect time to learn how to safeguard your loved ones and secure your legacy.

Sometimes, you just need a friendly nudge. If you’ve been procrastinating on estate planning, consider this your sign. Attorney Erika De Jesus and The Orlando Law Group can help you set up or update your will, trust, and other essential documents—all in one place.


Contact Us Today at 407-565-HELP to get your estate plan in order. Don’t wait—your future (and your family’s peace of mind) depends on it.

Schedule Your Consult Now!

Non-Profit Bootcamp:

Empowering Organizations to Thrive

Do you run a small non-profit organization? While you’re focused on making a difference, it’s crucial to ensure your operations are legally sound and your organization is protected from potential risks.


That’s where The Orlando Law Group’s Non-Profit Bootcamp comes in. This four-hour intensive session, led by legal experts and attended by 10 non-profit CEOs, is designed to guide your organization toward long-term success and stability.


📋 What You’ll Learn:

  • Best practices for by-laws and governing documents
  • How to build and develop a strong board of directors
  • Personal and volunteer protections
  • Intellectual property safeguards for logos, graphics, and ideas
  • Donor and board member protections, and much more


💼 What’s Included:

Every attendee will receive a Non-Profit Startup Kit with resources like:

  • Sample by-laws and board structures
  • State and IRS organizational documents
  • Planned giving templates and more


💲 Cost: $499


📧 Interested? Sign up today!

Email Bray@theorlandolawgroup.com to join this incredible opportunity.


Let The Orlando Law Group help you turn your passion into a legally sound and thriving non-profit organization.

Sign Up Now
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There’s this moment before the demolition starts—before the hammer swings, before the contractor texts you “running late”—where it all feels possible. You’ve got your Pinterest board, maybe a sketch on a napkin, some color swatches you’re already half-committed to. And then, pretty quick, it turns into noise. Timelines slip. Dust finds its way into your underwear drawer. People stop showing up when they said they would. And suddenly you’re Googling “is it normal to cry during a remodel.” So here’s the deal. This isn’t a blueprint. It’s a gut-check. Planning Isn’t Optional Winging it will eat your lunch. If you’re thinking “we’ll just figure it out as we go,” go ahead and budget double. You’ve got to define your renovation scope before you do anything. Write it down; get specific. What’s staying. What’s getting ripped out. Where can you flex if costs balloon. People will ask “what’s the plan?” and you’ll think you have one, but unless it’s down on paper? You don’t. This isn’t HGTV. This is your house. Clarity protects you. Don’t Hire the Vibe — Hire the Plan The smooth-talking guy might not show up after deposit day. You need receipts, not vibes. When you’re talking to contractors, don’t get hypnotized by jargon or charisma. Push for structure. Get everything in writing. Start date, payment schedule, who’s responsible for hauling out the mess — all of it. If they squirm, that’s your cue. Be direct. Ask for clear contractor commitments and make sure they don’t treat it like a weird request. It’s not personal. It’s your sanity on the line. Your Docs Will Get Out of Hand. Tame Them. Permits. Receipts. Contracts. Mood boards. Estimates. You’ll think, “Oh, I’ll remember where that is.” You won’t. They’ll be in six different inboxes and three cloud folders. And right when you need that signed plumbing quote, it’ll be buried under something labeled “Final FINAL v3.” Merge your PDFs. All of them. Stick ‘em in one place. Bookmark it. Reference it. It’ll save you mid-panic. If you need a no-hassle way to do that, just take a look and pull your renovation paperwork together before it unravels. Your Budget is Lying to You Whatever your estimate is, add 20%. Just do it. Even if everything feels locked. Even if your spreadsheet color codes make you feel safe. You will discover something behind a wall or under a floor that makes your electrician say “uhh, we’ve got a problem.” And then you’ll either panic or pull from the padding you had the foresight to set aside. The smart move is to budget with a contingency buffer . It’s much better to have leftover money than an unfinished bathroom and maxed card. Your House Will Not Be Livable. Accept That Now. There’s no such thing as a dust-free renovation. It will get in your socks. It will float into your cereal. Your door might be off the hinges for days. Water might be shut off. One night you’ll try to find your toothbrush and discover it under a tarp next to a pile of grout. Even if your contractor promises otherwise, lead times can extend project delays and suddenly you’re eating takeout on an upside-down laundry basket. Make peace with chaos early. It’s coming, either way. The Curveballs Hit Hardest When You’re Tired You’ll make your worst decisions on day 32 when you're over it and just want it to end. That’s when you say yes to the wrong tile or skip a final inspection. Don’t. Force yourself to stay sharp when everything’s blurry. Renovations don’t fall apart all at once — they drift. You skip a walkthrough. You ignore a bad gut feeling. You rush because you’re done emotionally. Don’t do that. Prepare for what most homeowners miss entirely : the fatigue. It’s the invisible enemy, and it wrecks more projects than bad tile ever could. It’s Not Done When It’s “Done” The crew might pack up. The floors might look shiny. But you’re not out of the woods yet. There will be fixes, touch-ups, little weird quirks you don’t notice until week two. Make a punch list. Schedule a walkthrough. Don’t ghost the finish. That last 5%? It’s everything. Set yourself up to follow a simple renovation checklist that keeps you honest when all you want to do is collapse on your new couch and pretend it’s over. Finish strong. Or live with regrets. Renovating your home will test you. You will second-guess your choices. You’ll hate paint colors you once loved. You’ll wonder if the crew is ever coming back. And then, weirdly, one day — it’ll be done. The house will be quieter. The walls smoother. You’ll notice you stop holding your breath when you walk into the kitchen. That’s when it hits you. It was never just about the tile or the lights. It was about holding the line when everything wanted to slide. And you did.
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As we approach Independence Day, we’re filled with gratitude—for freedom, for community, and for the place we all call home. 🏡✨ This season reminds us of the importance of unity, resilience, and celebrating life’s meaningful moments with the ones we love. Whether you're lighting up the sky with fireworks, sharing a meal with neighbors, or simply relaxing under the summer sun, we hope your Fourth is filled with joy, laughter, and unforgettable memories. From our family to yours, Happy Independence Day! Here's to the red, white, and blue—and to finding your perfect place to call home. ❤️🤍💙 With warmest wishes, – The Brown Home Group
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