Eric Filimon
Attorney
Creative Planning Legal, P.A. in Orlando, FL
I am an attorney with Creative Planning Legal, P.A., one of the largest estate planning practices in the country. I have over 20 years of experience assisting clients with wealth management and developing estate plans. I reside in Orlando, FL with my fiancé and our three children.
Experience
3 years
Specialties
Revocable Trusts
Irrevocable Trusts
LLCs
Wills
Licenses / Certifications
Certified Financial Planner
Education
BA: Furman University
MBA: Stetson University
JD: Barry University
What inspired you to get into this line of work?
I worked for nearly 17 years managing and helping clients grow their assets. After dealing with probate a few times on a personal level, I wanted to transition and help clients protect and preserve their assets for the families. Even 18-year-olds should have an estate plan and I look forward to helping families create generational estate plans.
What's one piece of insight you wish all families knew?
Everyone needs an estate plan to make sure their wishes and desires are met and how they provide for their family.
What excites you most about working with Addio families?
I enjoy working with families throughout Florida plan to provide themselves peace of mind now and when they lose a loved one in the future.
Schedule a free consultation
Connect with Eric Filimon and get answers to all your planning questions.