Estate Planning And Elder Law Services In Orlando And Beyond

About Our Estate Planning And Elder Law Firm

At The Kaplan Firm, our team focuses on estate planning and asset preservation, helping you protect your wealth and ensure your legacy for future generations. As an all-female firm, we bring a unique perspective to estate planning, combining legal expertise with a deep understanding of family dynamics and personal values. Our team is dedicated to providing compassionate and practical legal guidance, empowering you to make informed decisions about your future. We are skilled at making you feel comfortable, and our depth of experience and concern for your best interests will give you confidence that your legal issue is being handled correctly.

Decades Of Experience With Complex Estate Planning

Attorney Mary Kaplan has practiced estate planning law for over 20 years, first in Atlanta, Georgia, and now in Orlando. She helps her clients with all their estate planning needs. As a former certified financial planner, Mary understands how to structure your plan to avoid estate and income taxes to the fullest extent allowed under the law. Whatever your current income and wealth, she can design a customized estate plan that meets your needs during and after your lifetime. We also understand that estate planning goes beyond financial considerations. We provide comprehensive guidance on guardianship matters, ensuring your loved ones receive the care and support they need.

To learn more about Mary Kaplan, please follow the link below.

A well-crafted estate plan is an essential tool in securing your and your family’s future. Elder law is another. We can help you prepare for the cost of a long-term care facility using Medicaid planning. Medicaid’s qualification rules are strict, but Mary understands the system thoroughly. She will help you keep your assets in the family instead of going to pay for hugely expensive nursing home care. We also represent personal representatives and other parties in probate and can assist you if you are involved in a guardianship matter.

Our Dedicated Team

At The Kaplan Firm, we believe in the power of teamwork. Our dedicated team works collaboratively to provide comprehensive and personalized legal support. In addition to Mary Kaplan, our team includes:

  • Melody: An attorney working part-time with the firm, bringing our clients additional legal experience and support.
  • Alejandra: A valued member of our legal staff who is fluent in Spanish and assists clients in navigating their estate planning needs.
  • Valerie: Our experienced paralegal who provides invaluable support in managing case documents, communicating with clients and ensuring the efficient resolution of your legal matters.

Together, we strive to create a welcoming and supportive environment where you feel heard and understood. We are committed to providing clear explanations, answering your questions thoroughly and guiding you through every step of the estate planning process.

Talk To Us About Estate Planning, Elder Law And More

We invite you to visit The Kaplan Firm to discuss your legal needs with our attorney. Please call 407-863-6175 for an appointment.