The Kaplan Firm - Orlando, FL
The Kaplan Firm, partnering with Lighthouse Legal Group in Orlando, Florida, delivers comprehensive estate planning, probate administration, and elder law guidance spearheaded by founding attorney Mary Williams Kaplan, combining legal skill with certified financial expertise to preserve family wealth and peace of mind.
Compassionate Estate Planning and Elder Law in Orlando, Florida
Planning for the future and safeguarding hard-earned assets requires more than filling out generic forms. At The Kaplan Firm, situated in the historic College Park community of Orlando on Dartmouth Street, families receive customized legal strategies designed to protect their wealth, provide for loved ones, and prepare for life unexpected challenges. Founded by Mary Williams Kaplan, a seasoned attorney and Certified Financial Planner practitioner, the firm takes a holistic approach to legacy planning. Whether you need to establish your very first will, restructure an intricate estate plan, or address elder care concerns, attorney Kaplan offers a calm, welcoming environment where clients are treated like family.
Custom Wills, Trusts, and Incapacity Planning
Every household has distinct dynamics, values, and financial structures. As knowledgeable wills lawyers and trusts lawyers, the team designs personalized documents that bypass the delays and expenses of formal court proceedings. The firm crafts revocable living trusts, irrevocable trusts, special needs trusts for disabled dependents, and enhanced life estate deeds known as Lady Bird deeds. In addition, sound incapacity planning ensures trusted individuals can make vital healthcare and financial choices on your behalf through durable power of attorney lawyers, designation of healthcare surrogates, and living wills that clearly define end-of-life wishes.
Efficient Florida Probate and Estate Administration
Losing a loved one is emotionally devastating, and dealing with estate distribution should not add to the burden. Operating as experienced probate lawyers, The Kaplan Firm guides personal representatives, trustees, and beneficiaries through Florida probate court with compassion and efficiency. From summary administration for qualifying smaller estates to formal probate proceedings involving complex asset inventories, creditor claims, and tax filings, the firm ensures all statutory deadlines are respected and distributions proceed in accordance with Florida law.
Proactive Elder Law and Medicaid Planning Solutions
As life expectancy increases, long-term care costs have become one of the greatest threats to family wealth. Nursing home expenses can rapidly consume life savings without proactive legal safeguards. The Kaplan Firm assists seniors and their adult children with elder law and long-term care strategy, helping individuals qualify for government benefits through Medicaid spend-down techniques, qualified income trusts, and asset protection. The practice also assists families with legal guardianships and guardian advocacy when an elderly relative or vulnerable adult can no longer safely manage personal affairs.
- Drafting customized wills, revocable living trusts, irrevocable trusts, and advance healthcare directives
- Structuring durable powers of attorney and designations of healthcare surrogates to plan for incapacity
- Guiding families through Florida formal probate administration, summary probate, and ancillary probate for out-of-state property
- Developing Medicaid planning strategies and qualified income trusts to protect family assets from long-term care costs
- Creating special needs trusts and blended family estate planning solutions to protect vulnerable heirs
- Establishing legal guardianships and guardian advocacy proceedings in Orange, Seminole, and Osceola counties
Dual Legal and Wealth Management Experience
What truly distinguishes Mary Williams Kaplan is her unique background spanning both private legal practice and wealth management at major financial institutions. Holding a Certified Financial Planner designation alongside her law degree from Emory University School of Law, she understands both the statutory requirements of Florida probate code and the real-world tax and financial ramifications of asset distribution. If you need to find a lawyer who listens attentively, or if you are looking to hire an attorney for dependable estate planning, The Kaplan Firm provides free initial consultations to help you protect the people who matter most.
No reviews yet. Be the first to share your experience!
Location & Access
Primary Address
Located in the desirable, historic neighborhood of College Park in northwest Orlando, known for its vibrant business district along Edgewater Drive.
Building Location
This is a single-story B-class commercial office building built in 1925, located directly adjacent to Dartmouth Park and near Starbucks.
Parking Details
The property features a private surface parking lot on the south side of the building with dedicated spaces for clients, accessible from Dartmouth Street.
Public Transit
Served by LYNX Route 125 (West Oaks Mall); nearest stop is at Edgewater Dr & Rugby St.
Accessibility / Suite Access
Enter the office through the main entrance accessible directly from Dartmouth St, or utilize the secondary entrance located directly off the parking lot on the south side.