How We Serve You
WE HELP YOU PROTECT YOUR FAMILY AND EVERYTHING YOU HAVE BUILT FOR THEM.
ESTATE PLAN &
When tragedy strikes, emotions run high which can cause family fights. You can protect yourself and your family with a great Estate Plan.
A great Estate Plan is more than a collection of documents, it is your plan for life's most difficult moments.
Aging is not easy. There are many things to consider, especially when it comes to your family, your finances, and your health. Elder Law is a specialized form of life planning, one where you set the rules for what you want to happen as you age. It also helps find ways to pay for your healthcare while protecting what you built for yourself and your family.
Grieving the loss of your loved ones is difficult. Dealing with the legacy your loved one left behind should not be. Unfortunately, administering an estate can be difficult and complex.
Let us guide you so you don't feel overwhelmed by complicated legal matters.
YOUR NEXT STEPS
Working with us is easy. Here is how the process works.
Our initial meeting is set up for you to tell us your goals and learn about what is possible with a great estate plan.
Choose a 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.
Perez-Roura Law is dedicated to helping families protect their legacy by planning ahead. We help families buy their homes, plan for life's most difficult moments, and save money on taxes along the way. We understand the concerns families face when dealing with life's biggest moments, such as buying their home or dealing with a family member's death or serious illness.
At Perez-Roura Law, our mission is to help families prepare for the legal aspects of life's biggest moments so they can focus on what's most important, the family. Our attorney, Pedro Armando Perez-Roura, has years of experience helping families, both foreign and domestic. Pedro regularly helps families protect their investments from creditors, high taxes, and life's most difficult moments, such as death or serious illness.
Professional Affiliations: Elder Law Section of the Florida Bar∙ Real Property Probate and Trust Law Section of the Florida Bar
Community Involvement: United Way Young Leaders ∙ United Way Small Business United ∙ Knights of Columbus, San Marcelino Champagnat Council #10055 (Third Degree Knight) ∙
The Honorable Peter T. Fay American Inn of Court.
Jennifer D. Rubio
Client Success Director
Great Planning Helps Avoid Family Problems
YOU SPENT A LIFETIME BUILDING YOUR FAMILY LEGACY, IS IT PROTECTED?
IS YOUR FAMILY PROTECTED?
You have bought your family 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 the sickness or the 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 to be 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.