Winter Haven Estate Planning Lawyer

Believe it or not, there are individuals who still ask us whether they need an estate plan. The short answer is yes. The slightly longer answer is if you have worked hard and accumulated any amount of assets, you need to protect those assets by creating a comprehensive estate plan, particularly if you have loved ones who you want your assets to pass to following your death.

A basic estate plan consists of a will, a power of attorney, a health care surrogate and living will. A durable power of attorney provides authority to an individual who you choose to make decisions on your behalf regarding health care and finances should you become incapacitated.

A health care surrogate, combined with a living will makes your wishes clear regarding life-sustaining measures in the event you become incapacitated and you are unable to make those decisions yourself and designates someone to do this for you.

Our Estate Plans Are Customized To Each Client's Needs

There are a number of other estate planning tools that may be right to incorporate into your comprehensive estate plan. At the office of J. Kelly Kennedy, Attorney/CPA, PLLC, in Winter Haven, Florida, we provide clear answers and highly personalized estate planning guidance to clients throughout Polk County. There is no substitute for experience and common sense.

We take the time to learn each individual client's situation and discuss objectives in order to match those wishes with the proper estate planning tools. In addition to wills, health care surrogates, a durable power of attorney and living wills, we help our clients with:

  • Trusts, including living trusts, irrevocable trusts, testamentary trusts and special needs trusts
  • Probate and estate administration, assisting individuals who have been named personal representatives (executors) of a will
  • Elder care planning, which includes proactive steps to ensure one qualifies for Medicaid while preventing personal assets from being depleted if long-term care is necessary
  • Out-of-state personal representative — Florida law allows residents of another state to serve as a personal representative of an estate as long as that person is a blood relative to the decedent or related through marriage. We assist out-of-state relatives with probate administration.

Meet With An Experienced Winter Haven Estate Planning Lawyer Who Is Also A CPA

The important first step to creating a comprehensive estate plan — or updating an existing estate plan — is to review your unique needs with our experienced estate planning attorney during a consultation. Call 863-877-4723 or use our contact form to schedule a meeting.