Winter Haven Wills Attorney

A well-structured will is the foundation of an effective estate plan that protects your assets and ensures they pass to your loved ones in the manner you choose.

At the office of J. Kelly Kennedy, Attorney/CPA, PLLC, in Winter Haven, Florida, we have been assisting clients with wills, trusts, probate and other estate matters since 1983.

Drafting a will that accomplishes your objectives begins with a thorough conversation about your goals and needs. Many individuals are concerned about the tax consequences involved in passing assets to loved ones. As a practicing lawyer and certified public accountant, Mr. Kennedy understands the complexities of finance, estate planning law and tax issues. He will take the time to explain all of your options as well as the short- and long-term benefits of each, combining both experience and common sense.

The availability of do-it-yourself wills and other estate planning services on the Internet has fostered the notion that people can create a will and tackle other estate planning tasks on their own. Even if you have modest assets, one mistake can delay the probate process and cost your beneficiaries time and money. We offer reasonable rates and the peace of mind that comes with knowing your wishes will be carried out efficiently.

What Happens If You Die Without A Will?

If you die without a will or leave a will that is invalid, your estate becomes "intestate." Florida law states that your assets will go to your closest relatives, beginning with a surviving spouse. If you are survived by a spouse and lineal descendants — children, grandchildren, great grandchildren, etc. — and any of the lineal descendants is not also a lineal descendant of the surviving spouse, then the spouse receives one-half of the estate and the lineal descendants will split the other half equally.

As you can see, dying without a will can add unnecessary complexities to the division of your assets, particularly if you have been married more than once and there are children from both marriages.

Our Winter Haven wills lawyer welcomes the opportunity to answer your questions about preparing a will or any other estate planning matter. Call 863-877-4723 or 888-415-5019, or use our contact form to schedule a meeting.