Orlando Estate Planning Attorney

Secure Your Family's Future in Orlando & Contact Us Today!

Many people in Orlando and throughout Florida share a common misconception that estate planning is only for the wealthy. Florida's estate tax at the state level was eliminated nearly a decade ago. The federal estate tax, as of 2012, applies only in cases where the total value of the estate exceeds $5.25 million. If your assets add up to less than this amount, you might wonder if you need an estate planning attorney in Orlando.

The fact is: Estate planning is for anyone who wants to ensure that their heirs enjoy the full benefits of inheritance without facing unnecessary stress or anxiety. Working with an Orlando estate planning attorney, you can help guard your family’s interests and plan with confidence for the future.

Contact us online or call (407) 477-5046 to speak to an estate planning attorney in Orlando, FL. We offer services in English, Spanish, and Portuguese.

When to Start Estate Planning?

When is the right time to begin working with an estate planning attorney? Did you know that many Americans pass away without an estate plan or will? It is common for individuals to believe they don't need to start estate planning yet. The truth is, you should consider estate planning as soon as you become a legal adult. Once you turn 18, you become responsible for finances, health care, and decisions regarding power of attorney. It’s essential to have everything planned appropriately for the future so that your wishes are carried out as intended.

Without a valid will or trust, you risk losing control over how your assets are distributed. Assets may be distributed according to the dictates of state law, leaving you without a say in what happens to your property. This process can get bogged down in probate, which means your loved ones may receive less than planned or experience long waits for their inheritance—often due to probate costs and court time involved.

How Often Should I Update My Estate Plan?

Planning ahead with the help of an estate planning lawyer in Orlando allows you to keep your estate consistent. Estate plans should also be updated every 3–5 years or after significant life events to make sure they continue to reflect your wishes and comply with the latest Florida laws.

Jackson Law PA Can Help You Plan for the Future

At Jackson Law PA, our attorneys have more than 75 years of collective legal experience. Whether you need a comprehensive plan for your heirs, guidance in avoiding probate, or representation for contesting wills, our team provides knowledgeable legal counsel. Our estate lawyers are recognized for their collaborative approach, keeping you informed and empowered throughout the process.

Our estate attorney can assist with the following estate planning services:

• Asset protection
• Estate planning for families
• International estate planning
• Powers of attorney
• Special needs planning
• Surviving spouse's rights
• Trust administration
• Wills & trusts

Things to Consider When Creating an Estate Plan

When creating an estate plan, it’s essential to work with an estate planning attorney to ensure that every aspect of your situation is considered and documented appropriately.

Below are some common things to consider when planning an estate:

• Your savings accounts
• Property ownership
• Guardianship of children and their financial security
• Combination of assets if you are married or have remarried
• Divorce and its impact on asset distribution
• Inheritance of money or property
• Grandchildren and multi-generational planning

Estate Planning Is Beneficial for Everyone

Drafting a customized set of estate planning documents with the oversight of an experienced estate planning attorney can significantly reduce delays between your passing and the time when your heirs ultimately receive the benefits of your legacy. 

A few advantages of having an estate plan include:

• Having your wishes honored: You can clearly document how you want your assets managed and distributed.
• Providing for minor children: You can designate trusted guardians to care for your children if something happens to you.
• Reducing family conflict: An estate plan can minimize misunderstandings and disputes among family members.
• Planning for incapacity: You can appoint trusted individuals to make financial and healthcare decisions if you become unable to do so.
• Supporting charitable causes: You can leave gifts to charities and organizations that are important to you.

Lastly, the right planning minimizes the financial impact of probate and can shield your estate from unnecessary creditor claims or disputes that could arise in Florida probate courts.

Reasons to Choose Our Estate Planning Attorney in Orlando

Selecting an estate planning lawyer in Orlando is an important step. You want a legal team that takes the time to understand your goals, explains your options clearly, and creates a plan tailored to your family's unique needs.

A few reasons clients choose our firm include:

• We have 75+ years' collective legal experience
• Legal services available in English, Spanish, and Portuguese
• We quickly respond to all calls and emails
• We provide full-service representation
• We're top-rated and highly successful

Suggested Reading:

• What Is A Life Estate Deed?
• When Does a Beneficiary of an Estate Require a Guardian?
• Court Ordered Partition of Real Estate
• Include Digital Assets In Your Estate Plan
• Why You Need an Estate Planning Attorney

Call (407) 477-5046 or contact us via online form to see how our estate planning attorneys in Orlando can help. Reach out to Jackson Law PA today.

Frequently Asked Questions

What types of documents are typically included in an Orlando estate plan?

An effective Orlando estate plan generally consists of several key legal documents tailored to Florida’s regulatory requirements. These may include a last will and testament, revocable living trust, durable power of attorney, healthcare directives, guardianship designations, and beneficiary designations. At Jackson Law PA, our Orlando estate planning attorneys help clients determine which documents are most appropriate for their unique situations and ensure each one is drafted in full compliance with Florida law. 

Can estate planning help me avoid probate in Florida?

Yes, strategic estate planning can significantly reduce the impact of probate or, in some cases, help your heirs avoid it altogether. Some legal tools, such as living trusts, enhanced life estate deeds (Lady Bird deeds), and proper beneficiary designations, allow the transfer of assets outside the probate process. At Jackson Law PA, our Orlando estate planning lawyers review your goals, explain which assets can pass directly to heirs, and help implement legal strategies best suited for your situation.