Estate planning for Orlando families and property owners

For parents, begin with the care your children would need and the person you would want managing money for them. Consider education, daily expenses and whether a proposed caregiver would need to move. Discuss a backup if your first choice could not serve.

A guardian nomination and instructions for managing an inheritance address different responsibilities. Florida’s preneed guardian process has formal requirements and a court role. Ask how wills, trusts and those nominations can work together for your family.

A timeshare may involve a deed, points, a membership or contractual rights. Bring the actual agreement, statements of recurring charges and any recorded deed. Identify where the underlying property is located and whether you own it individually, jointly or through an entity.

For an Orlando-area rental, collect the deed, lease, manager’s contact details and information about ongoing expenses. A discussion of how the asset fits into your estate plan begins with the ownership documents. Do not assume a vacation interest can be transferred like a bank account or that naming it in a will changes its contractual terms.

Orlando is in Orange County, but property described as being in the Orlando area may be in another county. Check each deed rather than using the marketing address. The Orange County Comptroller maintains the county’s official records, including recorded deeds.

Attorney Dolina Lascaze’s office is in Aventura, with visits by appointment only. When requesting a consultation from Orlando, confirm the meeting arrangements and mention any timeshare or property outside Florida so the scope of the review can be discussed.