The Kaplan Firm

- 640 Dartmouth St, Orlando, FL 32804

For many residents of Florida, securing their family's future and protecting their assets is a top priority. However, the legal processes involved, such as creating a will, establishing a trust, or navigating elder law, can often feel complex and overwhelming. This is where The Kaplan Firm, located in the heart of Orlando, provides invaluable guidance. This women-owned law firm specializes in making these critical processes seamless and understandable. With a professional yet personable approach, the team at The Kaplan Firm works diligently to help individuals and families create customized estate plans that provide peace of mind and long-term security. They are known for their expertise in handling sensitive matters with care and precision, ensuring that every client feels confident in their decisions.

The Kaplan Firm, led by attorney Mary Kaplan, operates with a clear mission: to take the worry and confusion out of estate planning, elder law, and probate. Their philosophy is that there is no "one-size-fits-all" solution. Instead, they take the time to get to know each client personally, understanding their unique family dynamics, financial situation, and future goals. This personalized approach is what allows them to create truly effective and tailored legal strategies. The firm's commitment to exemplary service is reflected in glowing client reviews, which highlight the team's ability to make the entire process "seamless." For Floridians concerned about their legacy and the well-being of their loved ones, The Kaplan Firm offers a beacon of knowledge and a professional partnership to secure their legal future.

Located at 640 Dartmouth St, Orlando, FL 32804, USA, The Kaplan Firm is easily accessible for residents throughout Central Florida. The office is designed with client convenience and comfort in mind, offering a welcoming environment for all visitors. The firm is dedicated to providing an inclusive experience, with facilities that include a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These thoughtful amenities ensure that every individual can attend their appointments with ease and dignity. To guarantee that each client receives the focused and personal attention they deserve, appointments are highly recommended. This structured approach allows the team to be fully prepared for each consultation, maximizing efficiency and providing a truly comprehensive service.

The Kaplan Firm specializes in a wide array of services related to estate planning and elder law. Their comprehensive knowledge in these fields allows them to address a variety of needs, from simple wills to complex asset protection strategies.

Services Offered:

• Wills, Trusts, & Estate Planning: Creating customized estate plans that may include drafting wills, revocable trusts, irrevocable life insurance trusts, and land trusts to protect assets and minimize tax liabilities.
• Elder Law and Guardianship: Providing legal assistance for the unique needs of older adults, including Medicaid planning and assistance, asset protection, and legal counsel for guardianships.
• Probate and Estate Administration: Guiding families through the probate process, including both standard and summary probate, to ensure a loved one's estate is administered efficiently and correctly.
• Asset Protection Planning: Developing strategies to protect assets from creditor claims and other potential threats.
• Business Succession Planning: Assisting business owners with creating a plan for the seamless transfer of their business to the next generation.
• Special Needs Trusts: Creating trusts specifically designed to provide for a loved one with special needs without jeopardizing their eligibility for government benefits.
• Tax Planning: Offering strategies to minimize tax liabilities and preserve wealth for future generations.

The firm’s approach is proactive, helping clients not only with immediate needs but also with long-term planning. The team is skilled at explaining complex legal concepts in a clear and easy-to-understand manner, empowering clients to make informed decisions about their future. This educational focus is a key part of their client service model.

Beyond the specific services offered, The Kaplan Firm has several standout features that reflect their professional ethos and commitment to the community.

Features and Highlights:

• Identifies as a women-owned business, demonstrating a commitment to diversity and a unique perspective in the legal field.
• The firm is praised for providing "exemplary service" and making the legal process "seamless," according to client reviews.
• Led by attorney Mary Kaplan, who has over 20 years of experience and is a former certified financial planner, providing a unique blend of legal and financial expertise.
• The office is fully accessible, with a wheelchair-accessible entrance, parking lot, and restroom, ensuring a welcoming environment for all.
• A professional and personable team is consistently highlighted in client testimonials, emphasizing their kind and compassionate approach.
• The firm provides a customized approach to estate planning, ensuring each plan is specifically tailored to the client's individual needs.
• They offer home services, providing flexibility and convenience for clients who may not be able to visit the office.

The positive feedback from clients is a testament to the firm's quality of service. One client noted that the team "made the process of creating a trust and living will seamless" and "highly recommended" the firm. Another review praised Mary and her team as "amazing," adding that they "could not ask for a more professional, personable and kind company." These real-world experiences showcase the firm's ability to handle complex legal matters with professionalism and a personal touch.

Contact Information:

Address: 640 Dartmouth St, Orlando, FL 32804, USA

Phone: (407) 494-6701

What is worth choosing The Kaplan Firm?

For Florida residents, especially those in the Orlando area, choosing an estate planning attorney is a crucial decision that impacts not only their own future but also the security of their loved ones. The Kaplan Firm stands out for several compelling reasons. First and foremost, their women-owned status brings a unique perspective and a strong commitment to client care. The firm's leader, Mary Kaplan, combines over 20 years of legal practice with a background as a certified financial planner, offering a holistic approach to wealth preservation and estate planning that is both legally sound and financially astute. This dual expertise is a significant advantage for clients with complex financial situations.

Furthermore, the firm’s dedication to providing a "seamless" and "personable" experience, as described by their clients, is invaluable. Legal matters like creating a trust or a will can be emotionally taxing, and having a team that is not only professional but also kind and compassionate makes the process far less daunting. The accessibility features of their office and the option for home services underscore their commitment to meeting clients where they are, both literally and figuratively. In essence, The Kaplan Firm offers more than just legal documents; they provide peace of mind through a thoughtful, customized, and client-centered approach that makes them a truly excellent choice for anyone in the Florida community looking to secure their legacy.

The Kaplan Firm

640 Dartmouth St, Orlando, FL 32804, USA