Estate Planning

Ensure your loved ones’ future and get peace of mind for yourself. Contact us today to begin the estate-planning process.

Elwood M. Obrig brings many years of experience to estate planning, and offers services in the following areas:

  • Wills
  • Trusts (individual or family)
  • Guardianships (Senior, minor and special needs)
  • Powers of Attorney
  • Living Will
  • Health Care Directives, etc.
  • Probate (Summary Administration and Formal Administration)
  • Litigation of estate related disputes

Why Choose Elwood M. Obrig For Your Estate-Planning Needs?
Our goal is to assist and prepare for situations that may arise when you or a loved one becomes ill or passes on.

In addition to Elwood M. Obrig’s years of experience, our office provides completely customized estate plans. Your situation is unique, so your estate plan and documents are customized to meet your particular needs and desires. We look forward to working with you and your CPA or Certified Financial Planner to create the estate plan best suited to your circumstances. Contact us to get started by calling 352-243-2114 or by completing our contact form.

Careful attention to detail is critical to ensure that your family and business will continue to thrive in the event of your death or inability to personally handle such matters.

Wills
Probate is the legal proceeding to settle all claims, administer the estate property of all types and to distribute all assets in accordance with your will or, in the event there is no will, in accordance with the Florida laws of descent and distribution.

(Testate Estate – to die with a will; Intestate Estate – to die without a will.)

Ancillary estate proceedings will also be involved if real property exists outside of Florida.

Trusts
Creating a Trust can avoid the necessity of the probate of your estate. Probate is the legal proceeding to settle all claims, administer the estate property (of all types) and distribute all assets in accordance with your will (testate estate) or, in the event there is no will (intestate estate) with the Florida laws of descent and distribution.

Other alternatives for avoiding probate include ownership of real and personal property held in joint names with the right of survivorship.

Living Wills
Another alternative to consider is a ‘living will,’ which expresses your wishes concerning life-prolonging procedures. These can range from appointing a health care surrogate to making health-related decisions if you are incapacitated and unable to do so.

This process may also include creation of powers of attorney so that your business and personal affairs can be conducted by someone that you have personally chosen.

Guardianships
There are many types of guardianships, including those designed to protect minors and the elderly from abuse or exploitation should they become incapacitated by age or illness.