Experienced Florida Wills, Trusts and Estates Attorney.
Ocala attorney protecting your assets and your family
With over 25 years of experience, I possess in-depth knowledge about all aspects of wills, trusts, estate and probate issues, including:
-Estate tax issues
-Gift tax planning
-Last will and testament
-Durable powers of attorney
-Probate and will disputes
-Wills drafting and execution
I thoroughly analyze your estate and advise you on the best approach to your estate planning. I help you strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, supporting personal philanthropic causes, and protecting your loved ones. Seek advice from me, estate and probate attorney Jeffrey L. Sauey.
Drafting your last will and testament:
A will is essential at every stage of your life. Your will provides you with the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to somebody besides a blood relative, such as a domestic partner, friend or charity. If you die without a will, the court will determine how your property is distributed, who cares for your children and even what happens to your beloved pet - decisions that might not reflect your desires. I can draft a valid will that ensures your intentions are honored.
I help people create trusts to ensure their assets are properly managed and held for the future use of their family members or designated beneficiaries. The assets held by a trust can be used to pay for necessary medical, educational and health-related expenses for the trust's beneficiaries. Because a trust is designed to exist for a certain period of time, the courts require that a trustee is chosen to administer and be responsible for the management of the trust. Trusts may be included in your will or as a separate legal entity. Sometimes trusts are used to avoid the probate process or to minimize estate and income taxes.
The Process of Probate
Probate typically accompanies a situation involving painful emotional loss. I work with executors and beneficiaries to ease the stress of probating the estate. Most executors have never probated a will and know little about their responsibilities. I can guide you through the complex probate process, including:
-Filing the will with the Florida probate court
-Developing the best strategy for fairly and expeditiously probating the estate
-Finding and collecting assets
-Closing and opening bank accounts
-Transferring assets from the deceased to the estate
-Paying estate taxes
-Valuing, managing, preserving, and liquidating the estate
-Hiring experts, when appropriate