Wills, Trusts & Estates

Wills, Trusts & Estate Planning Attorneys

Attorneys serving businesses and individuals in North Central Florida including Lake, Sumter and Marion Counties

Whether you area new homeowner in Florida or a long-time resident, it’s always a good idea to review your existing estate plan with a Florida attorney. Wills of Florida residents will be probated in Florida and Florida laws will determine the meaning and validity of those Wills.

Here are some of the issues we evaluate for our estate planning clients:

• Determining whether or not an out-of-state Will complies with Florida law
• Adjusting distribution plans due to changed circumstances.
• Designating personal representatives authorized to serve in Florida
• Avoiding probate
• Minimizing estate taxes
• Determining the need for a Durable Power of Attorney, a Living Will, and a Designation of Health Care Surrogate.

If you have moved to Florida from another state, our review will determine whether your Will prepared outside of Florida will be admitted to probate in this state, whether your nominated personal representative will qualify to serve in Florida, and whether a secondary probate will be required in another state. Additionally, a thorough review of your complete estate plan can help you decide whether the special provisions of Florida law make the preparation of a new Will advisable.