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Estate Planning

Professional Estate Planning Attorney - Lawyer, providing experienced Estate Planning legal services in Lakeland, Winter Haven, Bartow, and Polk County Florida.

Estate planning is important, regardless of the size of your estate and assets.  Proper Estate planning allows you to ensure that the property you own at your death  will go to the people and organizations of your choosing, in the manner and time frame that you dictate. This is certainly preferred over having the state choose how your assets will be distributed.  Proper Estate planning is of particular importance where assets will be left to minors, young adults, individuals with special needs, or individuals who lack financial sophistication.

In addition, a proper estate plan will anticipate tax issues and in many cases, can completely avoid, or greatly reduce, what would otherwise be a punitively high tax.  Over the last decade, the laws governing the taxes that affect a decedent’s estate have changed dramatically, and it is expected that they will continue to change into the future.  As a result, it is a good idea to review your estate plan regularly to ensure that it remains up-to-date. Estate planning often involves a last will and testament, trusts, durable power of attorney, life insurance policies, a living will, and other estate related documents.  

Many of the issues we frequently address regarding Estate Planning include, but are not limited to:

  • Drafting and preparation of trusts;

  • Drafting and preparation of last will and testament

  • Drafting and preparation of living wills and healthcare powers of attorney;

  • Choosing payable on death accounts where warranted;

  • Updating life insurance policy and retirement fund beneficiaries;

  • Tax planning with your attorney and certified public accountant (CPA);

  • The pros and cons of a general power of attorney.

Joseph A. Morrison, an experienced estate planning attorney & lawyer, assists Lakeland, Winter Haven, Bartow, and Polk County Florida residents with legal issues and disputes regarding estate planning and other estate law matters.

We are committed to providing each of our estate planning clients with the highest standard of legal representation while using every available resource to protect your legal rights, options, and interests. Contact The Law Office of Joseph A. Morrison to schedule a confidential legal consultation.

Having estate planning documents prepared may be essential in how your estate will be handled and distributed in the event of your passing. In the absence of these estate documents the courts will make all decisions relating to your estate, often times causing disputes between your family members and loved ones. This can happen to any family, regardless of the size of the estate in the absence of the proper estate documents.

We urge you to be proactive when it comes to your legal rights by seeking the legal advice and representation of an experienced estate planning attorney or lawyer as soon as possible.

If you are dealing with estate planning legal issues or disputes in Lakeland, Winter Haven, Bartow, and the Polk County Florida area, make sure your legal rights are protected by seeking the legal advice of an experienced Lakeland estate planning attorney & lawyer by contacting The Law Office of Joseph A. Morrison.


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