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We recommend reviewing your documents at least once every three years to ensure your plans are still accurate. We believe it so strongly that we have free three-year checkups with our clients.
When a life event happens or is potentially anticipated, creating a strong estate plan (or updating your existing plan) helps ensure your wishes are followed, and assets are protected. Although your situation is unique, our experience with so many situations helps ensure we cover all the bases, especially things that you may not have ever thought could happen or be applicable to you.
If You Don’t Know the Laws or Paperwork
Probate laws, and the forms used, are written in a detailed and hard-to-understand language. Many things in probate are not intuitive. They also must be achieved in a particular order. Failure to properly and timely accomplish tasks could cause you to be liable personally or, at a minimum, cause delays.
To Avoid or Minimize Family Disputes
Family members may simply disagree on how to handle inherited property. When a lawyer is involved, these issues are often minimized or avoided altogether.
For Protection
As your attorney, we help protect the executor from personal liability for paying the debts and taxes of the deceased.
Allows You to Focus on Your Family and Job
If you have little free time, getting help from a law firm saves you time.
Reduce Your Stress
Why guess or hope you are not doing things incorrectly? We know the process, and we often carry the burden, so you do not have to worry throughout the process.
Your Reputation Can Be at Stake
If you were named the executor, you have a duty to act in the estate’s and heirs’ best interest. If you fail in your duty, don’t pay taxes when due, or forget to keep heirs informed, you can be liable personally. An attorney ensures you do things properly.
Savings and Speed
Minimizes court supervision of the executor and saves money by reducing or eliminating amounts the deceased owes creditors. Expedites sale of real and personal property and saves legal fees for the court to confirm the sale. It is not uncommon that the investment in a probate attorney more than pays for itself, and the estate ends up actually having more money than it otherwise would have.
When Estate Assets are Complicated
Certain assets such as real estate, art, or a business can create complications or additional steps like obtaining appraisals, protecting, and insuring the asset. We have handled many of these situations in the past to help maximize what the heirs received.
“I will recommend this firm to all my friends and clients,” “Family First Firm is top notch!,” “every single staff member is brilliant, kind, and caring,” “Geoff Hoatson is the real deal and treats his clients and colleagues with professionalism and compassion,” “The firm fosters a culture of respect and diligence combined with a fun and pleasant environment,” “extremely helpful and made a number of highly useful suggestions,” “I would absolutely refer my friends to this firm in the future,” “Family First has been my go to for any matters outside my scope of practice specifically elder law affairs,” “I’ve heard nothing but positive feedback from their experience with their services,” “Family First is dependable, responsive, professional and always willing to help even with the most complex cases,” “Family First is an Elder Law Firm we without any hesitation can certainly trust and refer our residents and family members,” “They, at all times, provide everlasting support to our Nursing Home Residents in an always understanding and supportive charisma,” “This group has been such a blessing to our family,” “very professional, knowledgeable, honest and above all caring throughout our journey,” “If you need assistance with Medicaid, call immediately,” “Family First Firm is THE BEST at Medicaid qualification, guardianship and all estate or financial planning for seniors!,” “I cannot praise them enough for what they do,” “professional, passionate, compassionate and knowledgeable,” “a great team of folks that really go above and beyond for their clients,” “Family First Firm and everyone who works there are totally outstanding,”
If these things are what you are looking for in a law firm, then contact us to see how we can help you and your family.
We help families locally within or near the Orange County Area.
Locally we serve Orlando, Winter Park, Altamonte Springs, Maitland, Longwood, Apopka, Lake Mary, Clermont, Deland, Kissimmee, Windermere, Oviedo, Winter Springs, Groveland, Casselberry, Celebration, Lake Nona and many other locations.
We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with us and making the choices that best protect your legacy and wishes. Call us for one-on-one assistance at (407) 574-8125 with your questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within 1 business day and often within hours the same day. All information is confidential.
1030 W Canton Avenue, Suite 102,
Winter Park FL 32789
715 Douglas Ave Suite# 40,
Altamonte Springs, FL 32714
