Review by Michelle Maskaly
M
Great experience! Very helpful and prompt service.
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Estate Tax Planning in Orlando, FL That Protects What You Built
If your estate has grown, you might owe more tax than you think. We help Orlando families plan ahead.
Warning Signs
When You Need Estate Tax Planning in Orlando
Many Orlando families don't think about estate taxes until it's too late. If you own a home in Winter Park, Baldwin Park, or Lake Nona, your home's value alone could put your estate at risk. Add a business, retirement accounts, or investments, and the numbers grow fast. Gift tax rules also change how much you can give loved ones each year without extra tax owed[1]. We've seen families wait until a health scare makes them act. By then, choices are few. Planning early gives you more tools and more control. We offer virtual, phone, in-hospital, or in-office meetings, so timing won't stop you.
3 Years
We've helped Central Florida families plan their estates since 2023.
Flexible
Virtual, phone, in-hospital, or in-office meetings fit your schedule.
Personal
Every plan is built around your family, not a template.
Common Situations
Rising Home Values
Winter Park and Baldwin Park homes have gone up in value fast. That growth can push an estate past tax limits you didn't expect.
Business Owners
If you own a business near Orlando, its worth counts toward your estate. We help plan for a smooth handoff.
Large Retirement Accounts
401(k)s and IRAs can cause tax surprises for your heirs. We help set up withdrawals and beneficiaries the right way.
Multiple Properties
Owning rental homes or land near Horizon West or Lake Nona adds more work. Each property needs its own plan.
Blended Families
Second marriages and stepkids raise tricky tax and inheritance questions. We help you avoid conflict and mix-ups later.
Gifting to Family
Giving money or property to your kids now can lower future tax bills. We help you do it the right way.
Why Us
Why Orlando Families Trust Us for Estate Tax Planning
Waiting on tax planning can cost your family real money later. Tax laws change, and estate values change too. Fallon M. Gomez built this firm to make legal planning less scary. We walk you through your choices in plain words, not legal talk.
What to Expect When You Call
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We listen to your full money picture before we suggest anything.
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We explain tax rules in plain words, not legal code.
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We build a plan for your family, not a generic one.
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We stay ready to answer questions as your plan moves along.
Next Step
Protect Your Estate Before Taxes Do
Don't wait for a health scare or tax deadline to push you. Our estate planning attorney services help you plan calmly, on your own time.
Simple Steps
How Estate Tax Planning Works With Us
We keep things simple so you never feel lost.
1
Initial Conversation
We start with a talk about your assets, your family, and your goals. This can happen in our office near UCF, by phone, or online.
2
Plan Design
We look at your estate's value and see where taxes could hit hardest. Then we build plans like trusts or gifts to lower that cost.
3
Review and Sign
We go through every paper with you before you sign anything. Once it's done, we check the plan as laws or your life change.
Fair Pricing
Estate Tax Planning Cost in Orlando
The cost of estate tax planning depends on how much you own and how your family is set up. A single trust costs less than a full plan with business handoff and gift plans. Federal gift tax rules also shape how we set up transfers to lower what's owed[1]. We give you a quote upfront, before any work starts. There are no hidden fees added later.
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You get a clear quote before we start any work.
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Nothing moves forward until you say yes to the plan and cost.
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No surprise fees get added once we start your plan.
Typical price range
$750 - $5,000+
A bigger estate needs more planning and paperwork.
Owning a business adds more steps and time.
Many properties or accounts need more detailed work.
Blended families often need extra papers and care.
Reviews
What Our Customers Say
Review by John Johnson
J
The team at Legacy Legal is top notch. They guided me through some intricate business issues regarding estate planning and donations. They never hesitated to answer any questions that I had and made the entire process seamless and efficient. I highly recommend.
Review by Laurie Johnson
L
I can not thank Legacy Legal enough for all of their help and professionalism with a couple of different situations we needed handled. They were able to handle both my personal and business issues and address the concerns that I had in making sure everything was prepared correctly. Ms. Gomez was such a delight to work with and made an emotionally challenging situation a positive one. Do not hesitate to use them!!!
Review by E Sanchez
E
Attorney Gomez is extremely helpful and knowledgeable with estate planning. She helped me by informing me about the best way to set up my will and my advanced directive. Always available on the phone. Can't say enough about how helpful she is and how comfortable she made the completion of the paperwork.
Have recommended to friends and family. Excellent still seems low.
Review by Michael
M
Fantastic service and highly knowledgeable when it came probate court filings. Their professionalism is top notch and dealing with "problematic" family members was exceptional.
All-in-all highly recommended.
Review by Michelle Tietjen
M
Attorney Gomez is fantastic. Professional, straightforward, and knowledgeable. I knew from the moment we spoke, I was in capable hands. Attorney Gomez is a blessing and I’m grateful for her guiding us through a difficult time.
Review by loren aldrich
L
Such an amazing experience. After losing my husband so young and suddenly I realized how important being prepared is. The attorney was so patient and helpful during such a hard time. I can't thank their staff enough for all they did.
Common Questions
Estate Tax Planning Questions
Here are answers to questions Orlando clients ask us most.
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How much does estate tax planning cost?
Costs usually run between $750 and $5,000 or more. It depends on your estate size and family setup. We give you a clear quote before any work starts. There are no hidden charges later.
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How long does estate tax planning take?
Most plans take a few weeks from first call to signed papers. Tricky estates with businesses or many properties can take longer. We move at a pace that fits you. We never rush big choices.
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Can I do estate tax planning myself?
You can try, but mistakes can cost your family a lot later. Tax rules change often and are easy to get wrong. We stay up to date on state and federal rules for you. A small slip now can mean a big loss later.
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How often should I update my estate tax plan?
We say check your plan every two to three years. You should also check it after a big life event. Buying a home, starting a business, or getting married all count. Orlando's rising home values alone can change your tax risk.
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How soon should I start estate tax planning?
The sooner, the better. Waiting limits your choices and can cost your family more. We've seen families start after a health scare, wishing they'd called sooner. Starting now gives you more control over what happens.
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What are signs I need estate tax planning?
Rising home values, a growing business, or big retirement accounts are common signs. So is owning more than one property. If your estate has grown since your last plan, it's time to look again. Blended families should plan with extra care too.
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Does Florida have its own estate tax?
Florida does not charge its own estate tax. But federal estate and gift tax rules still apply to bigger estates. We help you plan around both state and federal rules. This keeps more of your estate with your family.
