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Estate Planning

Our goal at The Hogan Law Firm is to assist our clients in developing a comprehensive Estate Plan, one that is designed to preserve your assets and provide for your heirs in the event of your unexpected death or disability, at the lowest possible estate tax cost. A comprehensive plan addresses not only accounts in your financial institutions, but your business entities, real estate holdings, insurances, investments and employment. Our Hernando County Estate Planning lawyers understand the complexities of today’s family dynamics and can draft thoughtful documents that are designed to withstand attack in court, and provide long-term care for your heirs.

A family’s comprehensive Estate Plan may include Wills, Trusts, Powers of Attorney, and Health Care Surrogate designations. It may also include life insurance trusts, irrevocable children’s trusts, charitable trusts, family limited partnerships and family limited liability companies.

At the Hogan Law Firm, we are keenly aware that an improperly funded trust will not achieve your goals. That is why, once your estate planning documents are complete, our estate planning lawyers will assist you in assuring that each of your assets is properly titled so as to achieve your Estate Planning goals and objectives. This may include preparation of Deeds to Trust, Assignments of Assets, Bills of Sale, and directional letters to financial institutions, 401-k administrators and pension plans.

We would welcome the opportunity to share our expertise in creating your personalized Estate Plan. In private consultation, we will ascertain the status of your assets and answer your questions. As the best Estate Planning lawyers of Spring Hill and Brooksville, we will  assist you in creating a comprehensive Estate Plan that will assure, to the extent legally possible, that your wishes will be carried out.

Still have questions about estate planning trusts? Additional Estate Planning Basics available on our Estate Planning FAQ page.

Contact our firm for additional information about our Estate Planning.

Probate

The days and weeks following the loss of a family member or loved one are understandably difficult. Often times, family members do not know what needs to be done with property that was owned by the deceased person. Perhaps you have been receiving calls about the decedent’s debts. Our attorneys can help. While the information below provides general knowledge about Probate in Florida, our experienced attorneys can meet with you to discuss your specific situation and determine what actions will be necessary.

Probate is a legal action in which property owned solely by a deceased person can be legally transferred to his or her heirs. Probate is also the process through which debts of a deceased person, if any, are paid. Under Florida law there are two types of probate administrations: formal and summary. There are several factors involved in determining whether a formal or summary administration will be needed. The best way to determine which is right for your situation is to consult an attorney.

Still have questions about probate? Additional Probate Basics available on our Probate FAQ page.