Great Planning Helps Avoid Family Problems
You spent a lifetime building your family legacy,
is it protected?
How We Serve You
We Help You Protect Your Family and Everything You Have Saved for Them.
ESTATE & ASSET
PROTECTION PLANNING
When tragedy strikes, emotions run high which can cause family fights. You can protect yourself and your family with a great Estate Plan.
TAX PLANNING
You work hard for your money, you should keep as much of it as possible. We help make sure you pay the least amount of tax legally required . . . and help you get out of trouble if you don't.
REAL ESTATE CLOSINGS
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Purchasing your Family's home is a big step, we help you make sure you are protected at closing. We issue title insurance policies through Old Republic National Title Insirance Company.
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IS YOUR FAMILY PROTECTED?
You have bought your family a home (or will do so soon), have some savings, and maybe even own a business. But, what happens to your things if you get sick or pass away?
AVOID FAMILY PROBLEMS
Every family is unique. But no family is immune from the stress that comes from dealing with sickness or death of a loved one. A great Estate Plan helps prevent the legal problems that come with life's difficult times.
NO MORE WORRYING
You can relax knowing your family is protected from the legal & financial problems that come with sickness or death. Your plan is set so your family can just do what you told them you want done.
ARE YOU A REFERRAL PARTNER?
Are you a financial advisor, attorney, CPA, Realtor, or Mortgage Broker and have clients
you think we can help? Your clients will thank you for the referral.
YOUR NEXT STEPS
Working with us is easy. Here is how the process works.
Initial Meeting
Our initial meeting is setup for you to tell us your goals and learn about what is possible with a great estate plan.
Design Phase
We will meet 2-3 more times, either in person or on the phone, to decide on a plan and design your plan.
Sign and Fund
Sign and fund your plan. Leave our office knowing your family is protected.
CONTACT US
ADDRESS
Metropolis at Dadeland
7340 SW 90th Street
Miami, FL 33156
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PHONE
T: (305) 359-3888
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DISCLAIMER: Sending us a message through our website does not create an official relationship between you and Perez-Roura Law (the "Firm"). Only the signing of an Engagement Letter with the Firm will create an official relationship between us. Please do not include confidential information such as your birthday, social security number, or any other information you wish to keep confidential.