Estate Planning And Elder Law Services In Orlando And Beyond
Making Estate Planning Work For You
There is no one-size-fits-all approach to estate planning. When you work with The Kaplan Firm, we will get to know you and understand your future goals, and work on creating a customized estate plan for you. Whether your plan includes a will, trust, power of attorney, guardianship designation or all of the above, we want to make the process work for you.
Attorney Mary Kaplan has substantial experience in both private law practice and tax planning/wealth management at a major financial institution. She will work closely with you to develop a customized approach for you and your family’s needs.
Going Through Probate?
The process of tying up a loved one’s estate can be complex and time-consuming. Working with an experienced probate attorney can help streamline the process in a cost-effective manner. Whether you’re about to begin the process or if you have encountered an issue along the way, we are here to help.
Our attorneys can quickly guide you through the probate administration process. We explain the process from beginning to end, including the portions that can be handled by you and which must be handled by us. We believe in educating our clients so that they can decide how involved they want to be in the process.
Meet Our Attorney
Attorney Mary Kaplan has more than 20 years of experience in estate planning law. Before opening our Orlando office, she practiced law in Atlanta and was a certified financial planner for Wachovia Wealth Management. She brings knowledge of cutting-edge estate planning, income tax and charitable planning strategies.
She is a member of the Florida and Georgia bars, the Orange County Bar Association, and the Mid Florida Guardianship Association.
Originally from North Canton, Ohio, she currently lives in Orlando with her husband, Steve, and their two children, Seth and Paige. In her free time, Mary enjoys reading, music, cooking and working out.
She is an expert in her field, friendly, available for meetings, and was a great listener. Her questions demonstrated she understood what I wanted to do and why. WIll definitely use her again.
Very knowledgeable, extremely accessible. Great attorney. Explained the situation and executed as directed. Great experience.
I just want to say that we used Mary Kaplan as our attorney for our will and estate planning. She is wonderful. I have already recommended her to another employee here at my work.
For an attorney who truly cares about providing you with honest and effective advice, call 407-863-6175