J. Kelly Kennedy, Attorney/CPA, PLLC

Local: 863-877-4723
Toll-Free: 888-415-5019

Experienced
Attorney and CPA

We help Polk County residents with their estate plans

In the minds of many Polk County, Florida, residents, the topic of estate planning brings to mind the task of distributing assets after one's death. This is indeed a very important part of estate planning, but it is not the only part.

As we talked about a few months ago, health care advance directives can be a key part of anyone's estate plan. Health care advance directives help doctors and loved ones make decisions on behalf of a person if that person becomes incapacitated by a health care issue. Living wills and health proxies are different options for those wanting to include a health care directive in their estate plan.

An estate plan is strongly recommended for anyone who wishes to protect their assets and pass them along after death. J. Kelly Kennedy is both an attorney and a certified public accountant. He and his team provide clear answers and highly personalized estate planning guidance to clients throughout Polk County. Our experience and common sense has proved to be invaluable to clients in Winter Haven, Lakeland and elsewhere.

In addition to wills and health care directives, a personalized estate plan may include trusts such as living trusts, irrevocable trusts, testamentary trusts and special needs trusts. An estate plan can also make provision for elder care planning and for naming personal representatives, including out-of-state personal representatives. Our team has helped many clients with these estate planning tasks and more.

We care about our clients and we take the time to learn about our clients' goals and their situation in order to give our clients the service and professional advice they deserve. Our website's estate planning page has more information on this topic.

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