Estate Planning Attorney Ocala, Florida

Almost all of us have an estate, one that we have worked on very hard over our lifetime and have successfully grown our wealth. It is no surprise that we all like to make sure we make a plan in advance to make sure that our wealth gets to the right people after we pass away – that is called estate planning.

Our estate planning attorneys at Bullard & Mulkey are dedicated towards ensuring that we work with you; to simplify the complex process of planning your estate, whether it is that you need a will or a trust – all to ensure that your wishes are followed after your death, and that  your family’s financial future is protected. We pay particular attention to structuring your estate in a way that minimizes you and your family’s tax burden and helps to avoid any family disagreements in the event of your death.

Studies show that a very minimal number of people over the age of 50 have wills, while an even fewer sum of  people have durable powers of attorney, advance medical directives, and living trusts. While, the studies indicate that most people fail to make a comprehensive estate plan, and those who do probably fail to review their plans in years.

We help ensure that a lifetime of hard work will benefit you during your lifetime and your loved ones after your death. We assist you in appointing a guardian as part of your estate plan, should you need care in the future, and can help you pursue guardianship for a loved one.

Counsel clients on the identification, design and signing of individual client estate plans. Any legal/technical questions or questions regarding the design or signing of client estate plans are handled in this department.

We help develop advance directives to prepare your future. An “advance directive” is a document states your best wishes for a number of healthcare-related decisions in the event you become somehow incapacitated and unable to communicate. These documents are extremely important to ensure your desires and wishes are adhered to in the event you can no longer communicate them yourself.

While you do not need to have an attorney present in order to create advance health care directives, it is strongly advised that you create them ahead of time with the assistance we help with creating power of attorney for health care, declaration for mental health treatment and will. We have the experience of thousands of asset protection matters, and can put our extensive skillset to work protecting you, your estate, and the best interests of your loved ones should the worst happen.

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Cynthia Merkey
Cynthia Merkey
19:56 13 Aug 18
Very nice people. They answer your legal questions thoroughly and take care of business. The location is in an historic home now converted which is characteristic of many houses in this area.
Jayne Carroll
Jayne Carroll
22:16 31 Mar 18
I highly recommend Bullard and Mulkey. Bernhard Stalzer is amazing! He has helped me step by step to get a dear friend qualified for Medicaid. He knows his stuff and goes the extra mile. Do not hesitate to use this firm!!
Debra Jenkins
Debra Jenkins
10:56 27 Oct 17
Shannon and her staff were professional and prepared when I arrived. She answered all my questions and guided me through the decision making process to ensure my wishes were exactly what I wanted. I highly recommend Shannon Mulkey for your family's planning needs.
darla priest
darla priest
12:56 25 Oct 17
The moment I walked into Shannons office,she made me feel like I had known her for years.Shannon is caring, professional but most of all an expert in her field of law. I will continue to refer my friends,family and business associates to Shannon Mulkey.Shannon, you are a Gem!!
Deryk Shepherd
Deryk Shepherd
11:58 25 Oct 17
Shannon provides a level of interest and care that enables her to smoothly handle all of the details associated with your case smoothly.
Josh Hill
Josh Hill
18:04 25 Aug 17
Shannon is the example of integrity. The attention to detail was impeccable, and went above and beyond for my best friend. She treats everyone as if they were family.
stephanie Gonzalez
stephanie Gonzalez
17:08 17 Aug 17
Shannon THANK YOU so much for all you have done! Was in a terrible situation and you've helped us so much in such a stressful time.. you rock! So knowledgeable professional.. HIGHLY RECOMMEND !
Sarah James
Sarah James
21:10 16 Aug 17
Shannon was so very helpful in setting up all the needed documents for my growing family. We were able to get everything in line before we delivered our daughter and feel confident that given an unfortunate situation, we are completely prepared. I highly refer them!
Scott Kiefer
Scott Kiefer
18:14 16 Aug 17
I have referred several clients to Shannon Mulkey. She is a very knowledgeable attorney and a compassionate person. I highly recommend Shannon and her firm.
Carlo Knight
Carlo Knight
08:53 16 Aug 17
I must admit I haven't used Bullard & Mulkey services but I know Shannon personally, and she is one of the most dedicated and compassionate people I know as a person and in her profession. I highly recommend using Bullard & Mulkey. I've also heard good things about her from others who have used her services.
Mike O'Connor
Mike O'Connor
21:01 11 Aug 17
I have several active guardianship cases in which Shannon Mulkey represents me. Shannon and her staff are consummate professionals; correct, efficient and prompt. In the courtroom Shannon is astute and always well prepared. I highly recommend her.
Lona Hale
Lona Hale
12:47 08 Aug 17
As a professional Guardian for 15 plus years, I have worked with Shannon and other attorneys for many years. I find Shannon to be among the best. She provides quality service with attention to details. I recommend Shannon and the Bullard & Mulkey Law firm without hesitation!
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Why choose Bullard & Mulkey, P.A.? You can expect the following when working with us.

Bullard & Mulkey, P.A.
Personal, direct law services. We are a small law firm focused on client's needs.

Our two practicing attorneys, Bullard & Mulkey, P.A. will meet with you personally and are directly involved at every stage with the client’s needs.

Staff of Bullard & Mulkey, P.A. - Probate Attorneys in Ocala, Florida
Attorneys that are here for you. Our attorneys are quickly and easily accessible.

Our attorneys and staff are always accessible to our clients and always aim to quickly address their law needs.

Bullard & Mulkey, P.A.
Comfortable, convenient setting. Our law firm in Ocala, Fl feels like home.

When a client visits our office, we want the client to feel like they are at home and can talk to us about their law needs.

310 SE 8th St
Ocala, FL 34471
USA
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