Practice Area

Florida Estate Planning

Securing your wealth, protecting your family, and dictating your long-term medical and legacy instructions in strict compliance with Florida statutes

Unleashing Your Strategic Advantage

Delivering Comprehensive Estate Planning

Our professional planning services extend far beyond the creation of a simple Will. By leveraging Maylene’s unique insights as a real estate broker, we ensure that complex title issues and property transfers are handled with precision and seamlessly integrated into your broader financial strategy.

Furthermore, our specialized expertise in Court-Certified Mediation allows us to build robust, defensive measures directly into your trust. This proactive approach is designed to mitigate and resolve potential future disputes long before they ever have the chance to arise.

Beyond immediate legal and property concerns, we prioritize the long-term continuity of your legacy. By aligning your estate plans with your long-term goals and family dynamics, we create a flexible and resilient structure that adapts to changing circumstances, ensuring peace of mind for you and your beneficiaries for generations to come.

The Elements

What Your Custom Estate Plan Includes

Last Will & Testament

The foundational document defining how your assets are distributed, nominating executors to carry out your directives, and nominating guardians to care for minor children in Florida

Revocable Living Trusts

An elite wealth-preservation instrument designed to hold title to your properties and financial assets, ensuring they pass to your heirs immediately upon your passing while bypassing Probate court entirely

Durable Power of Attorney

Designates a trusted individual with legal authority to manage your commercial affairs, property interests, and financial responsibilities in the event you become incapacitated

Healthcare Directives

Formally outlines your medical treatment preferences regarding life-prolonging procedures and nominates a surrogate advocate to make medical decisions on your behalf

The Advantage

Why Trust Maylene Abad with Your Estate

Real Property Synchronization

With Maylene's 25+ years as a licensed Broker Associate, she ensures your home deeds, commercial property title transfers, and trust funding allocations are executed flawlessly

Supreme Court Dispute Resolution

As a certified Circuit Court Mediator, Maylene drafts wills and living trusts defensively, structuring clear clauses that prevent family disputes and probate contests from occurring

Coordinated Wealth Protection

We directly collaborate with your financial planners, insurance brokers, and accountants (CPAs) to guarantee your trust structures minimize Florida estate tax exposures

Common Queries

Frequently Asked Questions

What is the difference between a Will and a Trust in Florida?

A Will directs how your assets are distributed after death, but it must pass through Probate – a court-supervised process that takes time and adds cost. A Revocable Living Trust holds title to your assets during your lifetime and transfers them to your heirs directly, bypassing Probate entirely. Many Florida plans use both.

Does Florida have a state inheritance or estate tax?

No. Florida does not impose a state estate tax or inheritance tax, so your beneficiaries will not owe Florida tax on what they receive. A federal estate tax still applies to estates above the federal exemption amount, which is adjusted annually and currently affects only a small number of estates. We review your asset picture and let you know whether federal exposure is a realistic concern for your family.

How often should I review or update my estate planning documents?

A good rule of thumb is every three to five years – but life events matter more than the calendar. Marriage or divorce, a birth or death in the family, buying or selling property, a move to or from Florida, or a significant change in assets are all reasons to revisit your plan sooner. Outdated beneficiary designations are one of the most common problems we see, and one of the easiest to fix.

Can an estate plan protect my assets while I am still alive?

In part, yes – though it depends on the tool. A durable power of attorney and healthcare directives protect you during incapacity by making sure someone you trust can act on your behalf without a court guardianship. Florida also offers meaningful protections for homestead property and for assets held by married couples as tenants by the entireties. A revocable living trust, however, is designed for control and probate avoidance rather than creditor protection. If shielding assets is your goal, we will tell you plainly which strategies actually accomplish it.