Fort Myers Estate Planning Attorneys
Based in Fort Myers, O'Halloran & Simmons, PLLC, provides estate planning and elder law services to clients throughout Southwest Florida. We have the experience, knowledge and dedication developed and cultivated over more than 45 years in practice. Whatever circumstances have led you to our firm, we are confident our Fort Myers estate planning lawyers can and will develop the right plan for you.
Southwest Florida Will And Trust Lawyers
We are ready to assist you in any way we can. Each client is different and brings a set of unique needs, goals and values to the estate plan. Our attorneys will help you determine which tools and documents best represent your vision.
Our Florida estate planning services include:
- Wills and trusts: Two of the basic elements of an estate plan are the will and trust. With good planning and execution, well-drafted wills and trusts allow you to set forth directions for handling your affairs and, in some cases, avoid the probate process.
- Revocable living trusts: Trusts are separate entities that hold your property to dispose of as you wish when you are gone. Depending on your preferences, a revocable trust gives you the power to maintain control over the trust until you pass away or become incapacitated.
- Irrevocable trusts: Irrevocable trusts, once created and funded, cannot be changed. The assets are protected from creditors and lawsuits. The assets are no longer part of your estate. Irrevocable trusts can be used to make charitable donations that take effect at the time of your death; but allow you to receive an income tax deduction for the year you place the funds in the trust.
- Special needs trusts: Creating a trust that will provide for the financial stability of a child, adult or an elderly person with a disability who receives government assistance can give you peace of mind and confidence in the security for your loved ones.
- Powers of attorney: An essential part of any estate plan, a power of attorney enables you to create a legal authorization for a designated person to handle your financial affairs when you cannot.
- Health care surrogates and living wills: These documents state your end-of-life health care wishes. They detail who can make health care decisions for you and precisely what actions they should take.
- Lady Bird deeds: When you create this kind of deed, you retain control of your real estate even after conveying the property to another person. It helps avoid the probate process and consequences.