Wills & Trusts
If you pass away intestate (without a will), the distribution of your property and bank accounts and the care of your minor children will be decided by Florida state law. Using a will or trust enables you to decide in advance who you prefer to inherit your estate and raise your children?
At O'Halloran & Simmons, we assist fellow Florida families with probate, guardianships, wills, trusts and related matters. We can advise you about a wide variety of estate planning options, including:
- Living wills and advance directives
- Living trusts
- Revocable and irrevocable trusts
- Life insurance trusts
- Nominee trusts
- Marital deduction trusts
- Charitable trusts
- Medicaid planning
- Special needs or supplemental needs trusts
A properly drawn living trust can often allow you to avoid the probate process and protect against costly estate taxes. Call our Florida lawyers for more information.
Planning for Loved Ones With Special Needs
If you have a disabled child, it is important that you take steps to protect his or her access to public benefits. Planning for those with disabilities involves placing assets in special needs trusts in order to maintain their eligibility for Medicaid, Supplemental Security Income and other benefits.
Contact Our Fort Myers Special Needs Trust Attorneys
For more information about what kinds of documents you need to protect your assets and your family’s future, contact us. Our Fort Myers will and trust attorneys will talk with you about your goals and help you create an effective plan for enforcing your ultimate wishes.