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Gainesville Estate Planning Attorney | Ocala Estate Planning Lawyer

Estate Attorney In ocala

Estate planning is the process of planning for the disposition and distribution of your property upon your death. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses. In various estate planning documents, guardians are often designated for minor children and trusts may be established for certain beneficiaries.

Some examples of the types of documents that maybe included in estate planning are as follows:

  • Last Will and Testaments, including issues relating to choices of personal representatives, payment methods, testamentary plans, trusts for spouses, children, and pets, and pour-over provisions.
  • Revocable Living Trusts to allow our clients to avoid the probate process, provide a means for proper asset distribution and ensure the proper management of assets in the event of incapacity and after death.
  • Irrevocable trusts to protect client assets from creditors (including Medicaid as a creditor), provide a means for asset preservation, create a vehicle to receive asset transfers, maximize tax benefits and facilitate planning for Medicaid.

The type of estate planning documents that may be recommended in your case should be discussed with an Elder Law attorney in order to determine which tools will help you achieve your specific estate planning goals.

Estate Planning

Power of Attorney

Living Wills

Health Care Surrogate


Special Needs Trust


Estate Planning FAQ