Punta Gorda Estate Planning, Probate, and Family Law Attorneys
Punta Gorda draws people who have already built a life somewhere else: canal homes, a walkable downtown, and a quieter pace. The legal work that follows is about protecting that second chapter, the house, the savings, and the people who will have to act if you cannot. We serve Punta Gorda, Port Charlotte, and Englewood from our Naples office and by virtual meeting. We are Kelleher + Holland, LLC, a full-service firm built around 360 degrees of legal solutions.
Estate Planning for Punta Gorda Residents
Estate planning leads our work here. Wills, revocable living trusts, and incapacity documents form the foundation, and the homestead sits at the center of most plans. If your documents were signed in another state, we review them against Florida law before you assume they still work.
Homestead and deed decisions. Adding an adult child to the deed creates tax and creditor problems that are easy to avoid with better tools. A trust or an enhanced life estate deed is usually cleaner, and we compare the options for your facts.
Insurance and storm season. Florida insurance realities make it worth confirming that your plan matches your coverage and your titling. We look at both together.
Retirement accounts and beneficiary designations. These often control more wealth than the will does. We coordinate designations with the plan so nothing contradicts anything else.
Elder Law and Medicaid Planning in Charlotte County
We advise on Medicaid planning, long-term care strategies, special needs trusts, and guardianship designations alongside your will and trust, so a care stay does not undo the plan you built. Planning early, before a health event, preserves far more options than planning in a crisis.
Probate and Trust Administration in Charlotte County
We guide personal representatives and trustees through inventory, creditor claims, tax filings, accountings, and distributions, whether the estate is administered in Charlotte County or another Florida venue. If you have inherited property here from a family member who lived up north, we handle the Florida side and coordinate with your home-state counsel.
Divorce and Family Law in Punta Gorda
Divorce later in life raises questions a younger couple never faces: Social Security timing, pension divisions, adult children, and a homestead that may be the largest asset either spouse owns. Our family law attorneys handle dissolution of marriage, equitable distribution, alimony, and marital agreements for Punta Gorda and Port Charlotte clients, always with the estate plan in view.
Business and Real Estate Counsel
Business formations and contracts, canal-front and seasonal property transactions, and the titling decisions that connect them are part of the same relationship. When one surfaces, you already have a firm that knows the rest of your picture.
Why Punta Gorda Clients Work With K+H
The “+” in Kelleher + Holland is the point: one firm that treats your homestead, your savings, and your family as a single legal picture, with attorneys licensed in Florida and many other states.
Serving Punta Gorda and Charlotte County
We work with clients in Punta Gorda, Port Charlotte, Englewood, and North Port. In-person meetings take place at our Naples office; virtual consultations cover most planning work.
Schedule a Consultation
Schedule a consultation and tell us what you are trying to protect.
Frequently Asked Questions
Q: Where do meetings take place for Punta Gorda clients?
A: Our Florida office is in Naples. Most clients meet virtually, and in-person meetings are scheduled in Naples when preferred.
Q: Should I add my child to the deed to avoid probate?
A: Usually not. Adding an adult child to the deed creates gift, tax, and creditor exposure. A trust or a Lady Bird deed is often cleaner, and we compare the options for your facts.
Q: Do I need a Florida estate plan if my documents are from another state?
A: Have them reviewed. Florida homestead rules, elective share, and execution requirements can change how out-of-state documents operate.
Q: Which court handles probate in Charlotte County?
A: Probate runs through the Charlotte County court where the decedent was domiciled. We confirm venue before filing.
Q: Can you help with Medicaid planning?
A: Yes. We plan eligibility and spousal protections together with your estate plan, and early planning preserves the most options.