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ESTATE PLANNING LAWYER MIAMI

Estate planning involves the ultimate disposition of your assets after death. A good Miami estate planning lawyer will focus on all areas of estate planning, including but not limited to:

  • Asset Protection planning;
  • Estate tax planning;
  • Incapacity planning;
  • Business Succession; and
  • Special Needs.

ESTATE PLANNING DOCUMENTS

I like to tailor your estate plan based on your goals and objectives. Some of the estate planning documents that estate planning lawyers have available include: (list is not exhaustive):

  • Revocable Living Trust;
  • Florida Pour-Over Will;
  • Last Will and Testament;
  • Durable Power of Attorney;
  • Health Care Surrogate & Living Wills;
  • Pre-Need Guardian Appointment;
  • Irrevocable Life Insurance Trusts (“ILIT”)
  • Marital Agreements; and
  • Much More …

We offer free consultations to analyze which estate plannings documents are right for you. I offer strategic sessions and consultations to analyze your situation and your exposure.

ASSET PROTECTION

With the recent change in the tax law increasing the unified credit to 11.2 million dollars for individuals, asset protection planning has become a cornerstone for Miami estate planning lawyers. With careful planning, I can help you safeguard your assets against the attack of creditors. Asset protection strategies include:

  • Florida Homestead Protection;
  • Life Insurance & Irrevocable Life Insurance Trusts;
  • Spendthrift Provisions;
  • Tenancy by the Entireties;
  • Retirement Accounts; and
  • Florida’s Business Entities.

AVOID PROBATE

One of the primary goals of estate planning is to avoid Probate court. Probate can be a lengthy and expensive process, typically lasting anywhere from six months to two years. Florida probate is a public process, meaning that all your assets and heirs will become public knowledge. Dying without a Florida last will and testament would be even more difficult because Florida law will dictate who will inherit your assets. Talk to an experienced probate planning attorney today to learn about your options.

Florida Probate court can also be expensive for your estate or your beneficiaries. The typical Miami probate lawyer will charge either 3% of the value of your probate assets or an hourly fee. In almost every scenario preparing an estate plan will be cheaper than having to go through Florida probate court, not to mention the delay plus the emotional roller coaster from losing a loved one. 

ESTATE PLANNING LAWYER YOU CAN TRUST

I have helped countless number of clients fulfill their goals and objectives. I care about my clients and I want to create with you a long-lasting relationship. You can trust I will do everything in my power to put the plan in place that is going to best suits your needs, not just the most expensive.

I am honest and I will always your interest first. Helping families create generational wealth is one of the main purposes when creating an estate plan.

To schedule a free consultation with me call (305) 489-1415 or fill the contact form. I look forward to being the attorney you trust.