Ocala Estate Planning Lawyer

Estate Planning
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It took many years to build up your finances. You may wish to determine how your assets are distributed and who they benefit after you pass. Probate laws and disputes could deplete your property and assets if you have not made clear, legal designations for your estate. As a result, the distribution of your estate could occur in ways that you do not believe are favorable. This could create a burden on your family after you pass.

By working carefully with an Ocala estate planning lawyer from Bogin, Munns & Munns, it may be possible to ensure your final wishes are carried out as you see fit.

Whether you know what specific estate planning services you need, or if you are simply beginning to consider the process and would like guided help through protecting your estate, Bogin, Munns & Munns welcomes your call. Reach us today at (407) 578-9696 to outline how we can create an estate plan for you.

Common Estate Planning Tools

Bogin, Munns & Munns can use a broad range of tools to meet your estate planning needs. An Ocala estate planning lawyer from our firm may be able to assist you with:

  • Durable power of attorney
  • End of life directives
  • Federal estate tax
  • Probate avoidance
  • Guardianship
  • Healthcare surrogates
  • Living wills and healthcare directives
  • Pre-need guardianship documentation
  • Medical records privacy waiver
  • Special needs planning
  • And more

These are not the only estate planning services we may be able to provide. To inquire about services not listed here, or to discuss your unique estate planning needs, call Bogin, Munns & Munns today.

To consult with an experienced estate planning lawyer serving Ocala, call 855-686-6752

Ocala Estate Planning Mistakes and Misconceptions

There is no denying the fact that, one day, we are all going to pass. When that happens, the state of Florida passes many burdens on to survivors. Following your passing, it may be their responsibility to divide property, make decisions, and pay expenses. Failure to plan means those burdens may continue to increase.

Estate planning can help you avoid leaving your family with these tasks, and allow your assets to be distributed as you intend.

Estate planning is not just a tool of the wealthy. Anyone can develop an estate plan, regardless of their assets or their estate’s size.

There are also many instances where an Ocala estate planning lawyer works with clients regarding medical issues that have nothing to do with assets or property. In these instances, the estate plan can name who has the authorization to act on your behalf if a situation arises where you are medically incapable of doing so.

To learn more about your options, rights, and opportunities for Ocala estate planning, call Bogin, Munns & Munns today at (407) 578-9696.

Ocala Estate Planning Lawyer Near Me 855-686-6752

Understanding the Probate Process in Ocala

Without a clearly defined estate plan, an individual’s assets may enter a complicated probate process after they pass away. It is not uncommon for families or an estate’s personal representative to have questions about the probate process.

An Ocala estate planning lawyer from Bogin, Munns & Munns can help to help navigate the probate process. Depending on the specifics of your case, we may be able to:

  • Ensure all old bank accounts are closed
  • Open new bank accounts as necessary
  • Complete asset collection and identification
  • Strategize how to fairly and expeditiously probate the estate
  • Vet and hire all applicable experts
  • Identify and locate all of the estate’s beneficiaries
  • Transfer the correct assets to the estate’s beneficiaries
  • Ensure the deceased’s estate taxes are paid
  • Identify the value of the estate
  • Manage, preserve, or liquidate the estate as outlined in the plan

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State Laws for Florida Wills

Florida Statutes §732.502 outlines how a will must be executed in Florida. Florida Statutes §732.503 details the governance of self-proving wills. This statute indicates that, for a will to be considered self-proving, it must include an affidavit.

Having a self-proving will is beneficial for those who are trying to avoid probate. According to Florida Statutes §733.201(1), your lawyer can submit a self-proving will into a probate case without the need for additional proof.

An Ocala estate planning lawyer from Bogin, Munns & Munns can help you create a self-planning will with appropriate affidavits and can coordinate your estate plans in compliance with all applicable Florida Law.

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How Bogin, Munns & Munns Can Help You

Turning to an Ocala estate planning lawyer at Bogin, Munns & Munns means you are working with a team that understands how to handle the estate planning process.

Having many questions regarding the estate planning process is standard. We can guide you through this process from step one.

When you work with one of our estate planning lawyers, they make it their goal to assist clients in the following ways:

  • Avoiding litigation by ensuring all ambiguities have clarification in advance
  • Ensuring there are no mistakes by strategically planning your estate
  • Ensuring there are no mistakes, including with your will, to prevent any unnecessary consequences from occurring
  • Identifying and navigating any Florida state laws that could apply to your estate

We make it our mission to address all concerns and worries Ocala residents have regarding estate planning. Our firm will remain communicative and responsive to you throughout our work together, and be available to answer your questions and provide legal advice in a timely manner.

Reach Out to Bogin, Munns & Munns Today

Start taking steps toward creating your estate plan today to ensure peace of mind later. An Ocala estate planning lawyer from our team at Bogin, Munns & Munns may be able to handle all of your estate planning needs.

To get started, call us at (407) 578-9696 today.

Call or text 855-686-6752 or complete our Request a Consultation form

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Request a Consultation

Request a consultation by filling out the form below, or call us at 855.686.6752. We have over a dozen offices located in Orlando and across Central Florida. We’re happy to answer any of your questions.