Estate Planning

As you think about a lifetime of hard work, you want to be sure your assets are protected and preserved in the manner which makes the most sense for you and your family. We work with individuals, business owners, charitable organizations and fiduciaries to help you achieve your objectives. We take the time to learn about the needs of each individual and to gain an appropriate understanding of our client's desires. Our distinct approach will help you achieve peace of mind through a cost-effective estate plan. Our practice area includes:

  • Estate Planning
  • Will and trust drafting and related services
  • Administration of estates and trusts
  • Asset planning
  • Settlement of estates
  • Revocable Inter-Vivos (living) Trusts
  • Living wills
  • Will disputes
  • Interpretation of wills and trusts
  • Health Care Surrogate Designations
  • Durable Powers of Attorney
  • Probate administration

In addition to planning for your future, we also recognize there are times when it becomes necessary to manage the affairs of a trust beneficiary or incapacitated person. This process requires the best of intentions and an appropriate level of knowledge regarding intricate laws and regulations. An individual may need their interests protected by a guardian if they are incapacitated, a minor with substantial assets, an orphan, or an elderly individual who is no longer able to make every decision for themselves. Through our guardianship practice, we assist our clients in the establishment and administration of guardianships. Whether a need arises during a person or family's planning for disability and/or aging or at a time when the possibility of incapacity already exists, our firm stands ready to assist the various parties affected by these issues.

For additional information on our practice, contact:

Mary L. Wakeman, Esquire
mwakeman@mcconnaughhay.com
P.O. Drawer 229
Tallahassee, Florida 32302
Phone 850.222.8121
Fax: 850.222.4359