Legacy Planning Law Group

Legacy Planning Law Group We are an Estate & Elder law firm that likes to take the TEAM approach to help our clients.

Legacy Planning Law Group is a Jacksonville firm specializing in estate planning, elder law, and probate law. Attorney Bill O’Leary and his team have helped hundred of families prepare everything they need to preserve their legacies: establishing revocable living trusts (and the associated trust funding), last will and testaments, designations of the executor and trustees, power of attorney, advan

ced directives, and healthcare surrogates. For those whose loved one passed away without creating an estate plan, the probate and estate settlement experts on the team will make the court process as painless as possible. Legacy Planning Law Group also offers assistance to clients that are planning for (or dealing with) concerns related to advanced age planning: long term care solutions, Medicaid planning, designating a healthcare proxy, establishing a lady bird deed, creating a qualified income trust, and whatever else needs to be done to deal with the legal challenges that crop up during the golden years. For all Legacy clients, the firm is ready to do whatever it can to help them protect their families and preserve their legacies.

When a client takes the time to share a thoughtful, detailed, and emotional review about their experience with our team,...
09/09/2026

When a client takes the time to share a thoughtful, detailed, and emotional review about their experience with our team, it truly means so much to us.

Estate planning, probate, elder law often involve some of life’s most difficult and personal moments. Knowing that we were able to provide guidance, support, and peace of mind during that process is why we do what we do.

We are incredibly grateful to our clients who trust us to be there for them and their families. Thank you for allowing us to be part of your journey.

Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, Elder Law, and Probate needs throughout the greater Jacksonville, Florida area.

Schedule a free discovery phone call with Legacy Planning Law Group at https://www.legacyplanninglawgroup.com/book-a-call/

Additional Content to Consider:

• Read more about this and other Estate Planning, Elder Law, and Probate topics by signing up for our blogs https://www.legacyplanninglawgroup.com/blog/

• Subscribe to our YouTube channel for more videos about this and other Estate Planning, Elder Law, and Probate topics https://www.youtube.com/channel/UCcnJ04wZoLsVbcnQv1RB_Rg

Probate begins by filing a petition with the court in the county where the person lived.The filing may include a death c...
09/09/2026

Probate begins by filing a petition with the court in the county where the person lived.

The filing may include a death certificate, a will if one exists, and a request to open the estate.

Watch the full video: youtube.com/watch?v=XPZs_Msy47o

A hospital says your mother can't safely go home. Nursing care runs thousands a month. Does she earn too much for Medica...
09/07/2026

A hospital says your mother can't safely go home. Nursing care runs thousands a month. Does she earn too much for Medicaid to help?

Most families ask that question in the middle of a crisis, when choices are already narrow. Florida caps monthly income for long-term care Medicaid, and those limits change most years.

Being over the limit doesn't always mean no. A Qualified Income Trust may open a path, and spousal rules can protect the husband or wife still living at home. Income is only part of the review — assets, medical need, and five years of financial history all get looked at too.

In our latest article, Legacy Planning Law Group breaks down how Florida defines income and what Jacksonville families can do if they land above the line.

Read the full guide: https://legacyplanninglawgroup.com/florida-medicaid-income-limits-who-actually-qualifies-for-long-term-care-help/

Understanding guardianship can help families prepare for future decisions.If someone can no longer make certain decision...
09/06/2026

Understanding guardianship can help families prepare for future decisions.

If someone can no longer make certain decisions for themselves, guardianship may be one option to consider.

Read more: legacyplanninglawgroup.com/elder-law/guardianship/

Florida homestead laws may affect who can inherit your home in certain situations.Understanding how these rules apply to...
09/04/2026

Florida homestead laws may affect who can inherit your home in certain situations.

Understanding how these rules apply to your estate plan can help you make informed decisions about your home.

Read more: legacyplanninglawgroup.com/florida-homestead-why-you-cant-always-leave-your-home-to-whoever-you-want/

09/04/2026

The Dark Side of Joint Ownership

Join Florida attorney Bill O'Leary later today as he goes lives to talk about the dark side of joint ownership. Bill's ...
09/03/2026

Join Florida attorney Bill O'Leary later today as he goes lives to talk about the dark side of joint ownership. Bill's talk is part of a weekly Facebook Live series called Thirsty Thursday where he goes live to talk about a different topic relating to estate planning, elder law, and probate.

Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, Elder Law, and Probate needs throughout the greater Jacksonville, Florida area.

Schedule a free discovery phone call with Legacy Planning Law Group at https://www.legacyplanninglawgroup.com/book-a-call/

Additional Content to Consider:

• Read more about this and other Estate Planning, Elder Law, and Probate topics by signing up for our blogs
https://www.legacyplanninglawgroup.com/blog/

• Subscribe to our YouTube channel for more videos about this and other Estate Planning, Elder Law, and Probate topics https://www.youtube.com/channel/UCcnJ04wZoLsVbcnQv1RB_Rg

09/02/2026

A Qualified Income Trust (QIT), or Miller Trust, is used in Florida Medicaid planning.

A QIT has specific legal and financial requirements, so it’s important to set it up and manage it correctly.

Read more: legacyplanninglawgroup.com/your-income-is-too-high-for-florida-medicaid-how-a-qualified-income-trust-may-help/

We’re always grateful for our clients who have taken the time to share their experience with us!
09/01/2026

We’re always grateful for our clients who have taken the time to share their experience with us!

Has the person handling your loved one's estate gone quiet? No updates, no filings, no answers.It happens more often tha...
08/31/2026

Has the person handling your loved one's estate gone quiet? No updates, no filings, no answers.

It happens more often than families expect. Months slip by, an empty house keeps collecting bills, and no one knows whether a case was ever opened with the court.

You have more say than you might think. Florida sets deadlines for filing the will and listing estate assets, and beneficiaries can ask the court for a full accounting or to replace someone who isn't doing the job. Naming backup executors now can spare your family in Jacksonville the same headache later.

In our latest article, Legacy Planning Law Group explains what an executor's silence can cost you and the steps that may get a stalled estate moving again.

Read the full guide: https://legacyplanninglawgroup.com/when-the-executor-goes-silent-what-florida-families-can-do/

Address

3430 Kori Road Suite 4
Jacksonville, FL
32257

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19048805554

Website

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