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Estate Planning

While putting one’s personal affairs in order in the event of death is a topic that many wish to avoid, the careful planning of your estate is important. Bullard Law has the knowledge and experience to craft an estate plan that can serve all of your needs.

A well-crafted estate plan can:

  • Enable you to arrange for the smooth transition of your assets after your death
  • Prevent your assets from being tied up in court
  • Shield your estate and heirs from taxes
  • Provide funds for your spouse, children and charities
  • Protect the continuity of the operations and ownership of a family business

Together, we will help guide you through all of the steps to prepare your family for when the unexpected happens.

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Elder Law

Bullard Law specializes in all aspects of elder law and handles a wide variety of legal matters affecting seniors, including issues related to health care, long-term care planning, guardianship, retirement, and Medicare/Medicaid. As your advocates, we will review your assets, medical expenses, and estate planning documents, and recommend a course of action so you can obtain the Medicare/Medicaid benefits you need. Our goal is to make the entire process as simple and easy for you as possible, in a way that makes the best sense for you and your family. We will be with you every step of the way.

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Probate

Probate isn’t about what you leave, it is about who you leave behind. Bullard Law can guide you through each step of the process in accordance with Florida Probate Code. We assist the Personal Representative, sometimes called the Executor, to meet his or her duties to the court and to the beneficiaries. We efficiently help our clients navigate the probate process, while remaining sensitive to the loss of a loved one.

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Guardianship

Whether taking care of an aging parent, a loved one with a disability, or a minor child, we can help you take care of those you love and protect them from exploitation and unforeseen circumstances.

We work with parents of children with special needs to create structures to carry forward the care and care management they provide when they are no longer able to do so. This includes naming guardians, creating trusts, choosing trustees, and finding care providers and housing as necessary. We also work with older clients with disabilities to help them gain access to public services and to manage their money, whether from paid employment, inheritance, or settlement proceeds of a personal injury case. For example, a Special Needs Trust may be used for a wide range of life-enhancing expenses without compromising the disabled individual’s governmental benefits.

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