Estate Planning Attorney

We know you worry about the future of your family. Let our experienced attorneys aid you in the proper planning of your estate.

Ocala, FL Estate Planning Attorney

Not all of us are planners, and that's OK. But sometimes the best thing you can do for your loved ones is to plan for the future. No one likes to think about funerals, wills, and estates, but during the hardest of times, pre-planning estate planning in Florida and drafting your power of attorney or even creating a revocable trust might assuage some strife your family must face when you close your eyes for the last time.

Estate Planning Attorneys in Ocala, FL

It's important to consult with an Ocala estate planning attorney, such as Samantha Shealy Rauba, in preparing these documents — you shouldn't do them alone. And that's where Schatt Hesser McGraw can help. Our Ocala estate attorneys will help you prepare documents to protect your assets from taxes, ensure that you have sufficient funds to support nursing home expenditures, if necessary, and address worries that your loved ones won't be financially secure.

Estate Planning in Florida

At Schatt Hesser McGraw, we provide several services to help your estate planning become successful. We draft and modify:

  • Last Wills and Testaments
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Designation of Health Care Surrogates and HIPAA release
  • Pre-Need Guardian Designations
  • Living Wills

Living Trusts

A living trust is a popular estate-planning tool. It's between parties, and the trustee administers the estate for the beneficiaries and maintains the power to withdraw assets throughout the course of the trust. Best of all, the trust document is not of public record. It is private and does not need its own tax identification number. Especially, for a number of our clients who live in multiple states, a trust prevents the unnecessary agony of multiple probate proceedings.

Last Will & Testament

An individual’s last will and testament is also an important document. It provides for the distribution of property upon your death. We can help you include the proper provisions for property distribution, provisions for children, and appoints an executor of the estate.

Designation of Health Care Surrogates & HIPAA Release

A Designation of Health Care Surrogate form is a document that addresses your healthcare concerns and allows you to select a party who will make healthcare decisions for you in the event that you are unable to make those decisions yourself.

Estate Taxes, Life Insurance & Business Succession Plans

The attorneys at Schatt Hesser McGraw can assist you with estate taxes if your estate is valued more than $5 million, life insurance — which can be a valuable and important financial cushion for your children or spouse — and even business succession plans. To be sure sure, any business should have a plan of distributing business interests upon death or retirement.

Contact Our Estate Planning Law Firm

Our goal is to help you avoid the difficulties associated with probate proceedings. Probate is the legal process that determines the validity of a will and negotiates other claims against the estate. Probate handles tax liabilities, distributes assets to creditors, and assigns interests to the legitimate heirs. In Florida, probate proceedings can last from six to eight months, and our goal is to make the transition as seamless as possible. You've got enough going on as it is.

Call the attorneys at Schatt Hesser McGraw.

Plan your funeral, plan for health considerations, and take an inventory of your valuable possessions and how you wish them to be distributed. Let us help you and your loved ones.

(352) 789-6520