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What you need to know about Wills, Probate, and Planning

What you need to know about Wills, Probate, and Planning

By bullardmulkey2October 28, 2018October 28, 2018 No comments yet
  1. Wills are legal documents that explain how a person’s belongings are distributed and who will administer the probate estate in the event of their death. This can include distribution of their estate, funeral wishes, as well as care of children. There are very specific signing requirements in Florida for the Will to be valid.

 

  1. Trusts can be set up to avoid probate and/or reduce the amount of inheritance tax payable.

 

  1. Probate is the legal term for administering the estate of someone who has died. There are different processes and procedures for people who did or didn’t make a will before they died. Administering the estate can involve dealing with property, other assets and money.

 

  1. Wills and probate lawyers can help the personal representative/executor of the will with their duties to carry out the wishes of their deceased loved one.

 

  1. Inheritance tax might need to be paid; especially if there was not time for proper inheritance tax planning. Final individual income tax returns also need to be handled.

 

  1. Inheritance Tax Planning can reduce the amount of inheritance tax owed, so your loved ones don’t end up paying a large amount of inheritance tax.

 

  1. Durable Powers of Attorney are required early, so that when a person is no longer able to make financial and other decisions for themselves the agent can help. A Preneed guardian designation can also be registered with the Clerk’s Office to have your preference known.

 

  1. It is well worth making sure that the probate attorney you choose is well-versed in this area of law, sympathetic and efficient to save your family time and expenses after a death.

 

  1. If you haven’t made a will yet, then perhaps now you can understand how important it is, and that it doesn’t just affect you. Your whole family could be affected, and you don’t want them to  suffer unnecessarily after your death.

 

Now that you know more about the importance of wills, now is the time to make a will and other important estate planning documents.

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Bullard & Mulkey, P.A.
Bullard & Mulkey, P.A.
4.6
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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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ABOUT BULLARD & MULKEY, P.A.

Bullard & Mulkey, P.A. is a two attorney firm with one office in Ocala, Florida right on SE 8th Street. We take pride in offering personal legal services in a comfortable setting.

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Address: 310 SE 8th St, Ocala, FL 34471
Phone: (352) 732-5900

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Academy Of Florida Elder Law Attorneys

National Academy of Elder Law Attorney Member

Elder Counsel Member - Probate Attorney

Google Reviews Rating

Google Rating
4.6
Bullard & Mulkey, P.A.
Bullard & Mulkey, P.A.
4.6
Kelly French
Kelly French
22:37 18 Apr 17
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!
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.
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.
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.
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!
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 !
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.
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!!
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.
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!!
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.
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.
Mayara Castilho
Mayara Castilho
15:29 15 Jul 20
Had a phone a appointment with them, ended up never getting a call i had to call for the appointment once i got a hold of them he started to rush me off the phone because he had “another appointment “ coming up. Customer service is absolutely trash with this place. He was rude and a slick mouth! Worst experience ever!
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