Estate Planning, Probate, Guardianship & Elder Law
Your Family. Our Purpose.
In Lake Mary, the importance of protecting family through legal planning is a topic close to many hearts. An article in Lake Mary Life recently highlighted the work of attorney Mary Beth Kelly, who combines her legal proficiency with personal experience to help...
The climate in the northern part of the United States can be painfully cold in the winter – which is why a lot of affluent retirees who have homes in the north also spend part of their year in the Sunshine State. If you’re among these “snowbirds” that always fly south...
Parents who support children with special needs have a very different lifestyle than those with neurotypical or physically healthy children. The lifestyle the family maintains is different, as it is necessary to prioritize the unique needs of the child in everything...
When it comes to ensuring the long-term financial security and well-being of individuals with disabilities or special needs, usually people who cannot take care of themselves on their own and need assistance from others on a day-to-day basis, special needs trusts play...
Estate planning is a much-needed, highly proactive step to ensure that loved ones are cared for after you are gone. The ultimate goal is to secure the future you want for your loved ones, whether they are children, grandchildren, or family pets. While many may roll...
People who plan on spending their later years in Florida may require assistance from a qualified expert. The issues you face may become too much for a single person to handle. You may find yourself physically or mentally incapacitated by a long-term illness. If this...
The state of Florida might appoint a guardian to make decisions for a Florida resident who is incapacitated. A person is considered incapacitated if their mental or physical state makes it impossible to make decisions regarding their health or safety. Guardianship...
Creating a will is an important aspect of responsible estate planning, but many Florida residents put off this task until it’s too late. Deciding when to create a will can be challenging, and determining when to move forward with your will can vary depending on your...
There are several ways you can use to protect and transfer your assets to your spouse while taking advantage of the tax benefits the government offers. One method that's gaining popularity in Florida is a Spousal Lifetime Access Trust (SLAT). Understanding a SLAT A...
In Florida, a blended family is a family where one or both parents have children from a previous relationship. This can create unique challenges when it comes to estate planning. If you're in a blended family, there are some important things to keep in mind to make...