Experienced Florida Wills, Trusts and Estates Attorney

Ocala attorney protecting your assets and your family
With over 27 years of experience, I possess in-depth knowledge about all aspects of estate and trust planning and administration and document preparation, including but not limited to:

  • Estate planning
  • Estate tax planning
  • Gift tax planning
  • Personal Representative duties
  • Guardianships
  • Last will and testaments
  • Living wills Declarations
  • Living trusts
  • Irrevocable trusts
  • Designations of Health Care Surrogates
  • Durable powers of attorney
  • Probate administration
  • Trust law and administration
  • Ancillary probate
  • Probate and will disputes
  • Wills drafting and execution
  • Family trusts
  • Business Succession Planning

Estate planning
I will thoroughly analyze your estate and advise you on the best approach for your estate planning. I will help you strategize the best means of transferring your assets, minimizing taxes, establishing trusts for your children, supporting personal philanthropic causes, and protecting your loved ones. Seek advice from me, Jeffrey L. Sauey, for all of your estate planning needs.

Drafting your last will and testament
A will is essential at every stage of your life. Your will provides you with the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to somebody besides a blood relative, such as a domestic partner, friend or charity. If you die without a will, the Florida laws will determine how your property is distributed, who cares for your children and even what happens to your beloved pet — decisions that might not reflect your desires. I can draft a valid will that ensures your intentions are honored.

I help people create trusts to ensure their assets are properly managed and held for the future use of their family members or designated beneficiaries. The assets held by a trust can be used to pay for necessary medical, educational and health-related expenses for the trust’s beneficiaries. Because a trust is designed to exist for a certain period of time, the courts require that a trustee is chosen to administer and be responsible for the management of the trust. Trusts may be included in your will or as a separate legal entity. Sometimes trusts are used to avoid or reduce the complexity of the probate process.

The process of probate
Probate typically accompanies a situation involving painful emotional loss. I work with personal representatives and beneficiaries to ease the stress of probating the estate. Most personal representatives have never probated a will and know little about their responsibilities. I can guide you through the complex probate process, including:

  • Filing the will with the Florida probate court
  • Developing the best strategy for fairly and expeditiously probating the estate
  • Finding and collecting assets
  • Closing and opening bank accounts
  • Transferring assets from the estate to the beneficiaries
  • Paying estate taxes
  • Valuing, managing, preserving, and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

Contact a meticulous Florida estate planning lawyer
Jeffrey L. Sauey, P.A. serves clients in the Ocala, Florida and the surrounding area. Call (352) 402-0300 or contact the firm online.