Estate Planning Experienced, Competent, Committed to Our Community

Lake Wales Estate Planning Lawyers

50+ Years of Experience for Clients in Central Florida

After spending a lifetime earning a living, collecting assets, and building a family legacy, it is important to plan ahead so that you can protect what you have worked so hard to achieve. Through effective estate planning, you – and not the state of Florida – can determine how to administer your estate.

At Weaver Loveless Law, our Lake Wales estate planning attorneys have been providing comprehensive services to clients for more than 50 years. We welcome the opportunity to hear your family’s story and give you the tools you need to protect yourself and your family. With proper planning, you will gain peace of mind knowing that your wishes will be honored no matter what the future may hold.

Contact us at (863) 657-0770 to schedule a free initial consultation regarding your estate planning needs today.

Explore Our Diverse Estate Planning Services

Estate planning involves various tools and documents designed to address a wide variety of need and concerns related to your estate, end-of-life care, and more. While it is not always pleasant to think about these matters, you will want to have plans in place so that your family members and other beneficiaries know what to do in the event of your incapacitation or death.

Our firm can help you take advantage of estate planning tools including:

Wills: Determine how your assets will be distributed, create trusts for children and grandchildren, and appoint guardians for minor children in a valid last will and testament.
Trusts: Work with one of our experienced attorneys to avoid substantial estate taxes by creating a marital deduction trust or a charitable remainder trust. You can also protect assets and government benefit eligibility through a special needs trust.
Living wills: States in precise and technical language that you do not wish your life to be artificially prolonged if you are in a terminal state or an advanced Alzheimer’s condition.
Durable power of attorney: Appoints an individual to make decisions regarding your finances and daily needs in the event that you become incapacitated or unable to handle your personal affairs. If a durable power of attorney is not created before incapacitation, the expense of guardianship may be necessary.
Healthcare power of attorney: Appoints an individual agent (“the surrogate”) to make decisions regarding your healthcare should you become incapacitated or unable to make those decisions on your own. In addition, create a “durable” healthcare power of attorney to allow your surrogate to act immediately or while you still have capacity.

We can also help ensure that the administration of your estate is correctly handled in the event of your passing and we offer representation in disputes over wills.

Learn more by contacting our Lake Wales estate planning lawyers at (863) 657-0770 today.

Understanding Elder Law in Lake Wales: Protecting Your Family's Future

In Lake Wales, as in many parts of Central Florida, the importance of elder law cannot be overstated. With a growing population of seniors, it’s essential to address the unique challenges that come with aging, including healthcare decisions, asset protection, and long-term care planning. Local resources, such as the City of Lake Wales and the Florida Department of Health, provide valuable information and support for families navigating these complex issues.

Many residents face common pain points, such as understanding Medicaid eligibility, managing healthcare costs, and ensuring that their loved ones receive the care they need without depleting their life savings. Our team at Weaver Loveless Law is well-versed in these matters and can guide you through the intricacies of elder law, helping you create a comprehensive plan that addresses your family's specific needs.

We recognize that planning for the future can be overwhelming, especially when it comes to making decisions about end-of-life care and financial management. By working with our Lake Wales estate planning attorneys, you can gain clarity and confidence in your choices, ensuring that your wishes are respected and your family is protected. Whether you reside in the heart of Lake Wales or the surrounding areas, we are here to help you navigate the complexities of elder law with compassion and understanding.

Contact us at (863) 657-0770 to discuss your elder law needs and secure your family's future today.

Commonly Asked Questions

Can I change my estate plan once it’s created?

Yes, you can and should update your estate plan as your circumstances change. Major life events such as marriage, divorce, the birth of a child, or significant changes in your financial situation may necessitate revisions to your will, trusts, and other estate planning documents.

What happens if I die without an estate plan in Florida?

If you die without an estate plan in Florida, your assets will be distributed according to the state’s intestacy laws. This process can be lengthy and may not reflect your wishes. Additionally, it could lead to disputes among family members and higher taxes on your estate.

“Shelby is a highly knowledgeable attorney with an obvious passion for her career.”
“Shelby is a highly knowledgeable attorney with an obvious passion for her career. She professionally and competently navigated a difficult estate administration and distribution with me. She was always on top of issues and returned calls or email communica”

- Kathryn
“Long Relationship”
I first met Jim Weaver in 2006. My husband and I had moved to Florida to retire and he died shortly thereafter. Jim helped me think through the details for End of Life Planning and establish a Revocable Trust. I found him to be empathetic, and a good listener in addition to being well informed and professional. Working with him was an important part of of my grief healing. Life and law change over time. Recently I just finished the fourth amendment to my documents. I would not have considered anyone but Jim Weaver to help me. He is not only a competent professional, but a friend. I highly recommend him.

- Rev. Marilyn Holloway
“Excellent Estate Planning Customer Service”
Jim Weaver was very honest and upfront with us. He reviewed our present estate planning situation and only recommended what he would consider adding in addition to the documents we already possessed. The whole experience from initial review to signing was very pleasant and efficient. We also felt his charges were quite reasonable given the amount of time he and staff members spent with us and in preparing our legal documents. Bob & Judi Randolph

- Bob & Judi Randolph
“Very caring staff”
Shelby Loveless took control and got all of my mom and step-dad affairs in order. We went in with very little knowledge and with her and her staffs assistance we were able to have a better understanding. We accomplished what was needed! Thanks again team!

- Kristin Normandeau
“Professional and Friendly”
I had the pleasure of working with both Mr. Weaver and Ms. Loveless on some estate planning matters for my elderly mother-in-law. They were professional and thorough while keeping the tenor comfortable and friendly. Additionally, when it came time to sign documents, Ms. Loveless and her staff walked the documents out to the car for my mother-in-law to sign; an accommodation we greatly appreciated. Great service. I strongly recommend this firm for your estate planning needs.

- Ivan Grosshauser
“Great Experience”
I moved to Florida a few months ago and found out I needed my Estate planning done according to Florida laws. After many consultations with different Law Firms, Weaver Loveless was the best choice I've made . Shelby and the entire staff were very professional, caring and compassionate. I would definitely recommend this firm to all.

- Cristina
“Thank you!”
Shelby Loveless is knowledgeable, prompt & considerate, and a good listener. She and her team are very attentive to detail. Shelby was a tremendous resource during a difficult time for my family. She cut to the chase through all of the "legalese" in our situation, and communicated clearly on very important matters. I highly recommend Shelby after working with her over a two year period.

- Anonymous
“Very Happy”
Jim Weaver and his staff were friendly and professional at the same time. Getting my will done was easy and fast. I highly recommend the Weaver, Loveless Law firm.

- M. Hynoski

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Why We're the Right Choice

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Protecting Your Family's Future is Important

Our caring attorneys will help you organize and plan for all of life's details. We take a proactive approach to protect your best interests.