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Abogado de Planificación Patrimonial en Miami.

Looking for an estate planning attorney in Miami? At Perez-Roura Law, we help Florida families create personalized estate plans that protect their assets and secure their legacy. Our goal is simple: To make sure your wishes are honored and your loved ones are protected. Estate planning brings long-term peace of mind. That’s why we’re here to guide you through every step of the process.

Estate planning is more than just drafting a will. It’s a proactive way to protect your assets, name guardians for minor children, and ensure your healthcare and financial decisions are respected. Whether you’re setting up a trust, assigning powers of attorney, or creating an advance directive, a well-structured estate plan provides clarity and confidence for the future.

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¿Cómo pueden ayudarle nuestros abogados de planificación patrimonial en Miami?

Pedro Armando Perez-Roura attorney

Agende una Consulta Gratuita de Planificación Patrimonial en Miami, Florida

At Perez‑Roura Law, we proudly serve families throughout Florida from our conveniently located office on Bird Road in Miami. Our office is just minutes from A.D. (Doug) Barnes Park, LoanDepot Park, and Miami International Airport, making it easy to visit us in person.

Led by estate planning attorney Pedro Armando Perez‑Roura, our team provides personalized guidance with professionalism and care. We know estate planning is a deeply personal process. That’s why we take the time to understand your goals and help you protect your legacy while securing your family’s future.

  • Dé el primer paso hacia la tranquilidad. Llámenos al 305-570-3259 y agende hoy mismo su consulta gratuita.
  • ¿Quiere aprender más sobre planificación patrimonial? Visite nuestro YouTube channel donde el abogado Pedro Armando Perez-Roura comparte videos útiles sobre fideicomisos, testamentos y cómo proteger su legado.

¿Por qué elegirnos?

¿Por qué elegirnos?

Preguntas Frecuentes

01 ¿Qué se considera parte de un patrimonio en Florida?

Según la ley de sucesiones en Florida, el patrimonio de una persona incluye todos los bienes y activos que posea al momento de su fallecimiento. Esto puede abarcar cuentas bancarias, negocios, inversiones, pólizas de seguro de vida, fondos de retiro, bienes raíces (incluida la residencia principal), así como propiedades personales como joyas, vehículos u otros activos de valor. Tras el fallecimiento, un administrador de patrimonio se encarga de supervisar la correcta distribución de esos bienes antes de cerrar el patrimonio.

02 ¿Es válido mi testamento de otro estado en Florida? ¿Qué pasa si mi plan patrimonial está desactualizado?

En la mayoría de los casos, un testamento redactado en otro estado es legalmente válido en Florida. Sin embargo, puede requerir ajustes para cumplir con las leyes específicas de este estado. Además, si tu plan patrimonial fue creado hace varios años, es probable que no refleje cambios importantes en tu vida, como un divorcio, el nacimiento de un hijo o variaciones en tus bienes. Por eso es fundamental revisar y actualizar regularmente tus documentos con un abogado de planificación patrimonial en Florida, garantizando que tus deseos se respeten y que tus beneficiarios estén correctamente designados.

03 Además de un testamento, ¿qué otros documentos de planificación patrimonial debería considerar?

Si bien un testamento es la base de todo plan patrimonial, no es el único documento necesario. Para estar protegido también durante tu vida, es recomendable incluir:

  • Un Poder notarial duradero (Durable Power of Attorney): Permite que una persona de confianza maneje tus asuntos financieros si quedas incapacitado.
  • Un Designación de un representante de salud (Healthcare Surrogate o Proxy): Autoriza a alguien a tomar decisiones médicasen tu nombre.
  • Un Testamento en vida (Living Will):Especifica tus preferencias sobre cuidados médicos al final de la vida.
  • Un Fideicomiso revocable en vida (Revocable Living Trust): Ayuda a evitar el proceso de sucesión (probate) y facilita la transferencia de bienes a tus herederos.

Estas herramientas aseguran que tus deseos sean respetados tanto en vida como después de tu fallecimiento.

04 ¿Cuándo debo comenzar a crear un plan patrimonial?

El mejor momento para iniciar tu planificación patrimonial es ahora. La vida es impredecible, y contar con un plan te da control y tranquilidad. Empezar temprano evita complicaciones futuras, protege a tus seres queridos y asegura tu legado. Incluso si eres joven o estás comenzando tu carrera o familia, un plan patrimonial básico puede ofrecer una protección legal y financiera valiosa desde el primer día.

05 ¿Un fideicomiso en vida puede ayudarme a reducir mis impuestos sobre la renta?

No, un fideicomiso en vida no reducirá tu carga de impuestos sobre la renta. Sus principales beneficios están en otros aspectos: permite que tu patrimonio evite el proceso de probate, y en algunos casos puede ayudar a reducir o eliminar impuestos sucesorios a nivel estatal o federal. Aunque no afecta tus obligaciones anuales de impuestos sobre la renta, un fideicomiso en vida sigue siendo una herramienta poderosa dentro de la planificación patrimonial. Ofrece flexibilidad, privacidad y una transferencia de bienes más sencilla para tus herederos.

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Our Miami Estate Planning & Probate Services

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Miami estate planning attorneys at Perez-Roura Law create comprehensive plans protecting your family’s future. Our estate planning lawyers draft wills, trusts, powers of attorney, and healthcare directives ensuring your wishes are honored while minimizing taxes and avoiding probate. Whether you’re planning for young children, protecting a growing estate, or coordinating retirement assets, our experienced team provides personalized legal strategies aligned with your goals and Florida law. Learn more about estate planning services.

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Miami probate administration attorneys guide executors and families through Florida’s probate process with professional legal support. Our probate lawyers handle court filings, creditor notifications, asset inventories, and final distributions ensuring legally compliant estate settlement. From summary administration for smaller estates to formal administration for complex cases, we provide step-by-step guidance reducing stress and protecting personal representatives from liability. Learn more about probate administration.

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Elder Law Attorney Miami

Miami elder law attorneys protect seniors and families through Medicaid planning, long-term care strategies, guardianship, and healthcare directives. Our elder law lawyers provide compassionate guidance addressing the unique legal, medical, and financial challenges of aging. From qualifying for government benefits while preserving assets to establishing advance directives and appointing healthcare surrogates, we create comprehensive plans ensuring dignity, autonomy, and financial security for elderly clients. Learn more about elder law services.

Medicaid Planning Attorney Miami

Miami Medicaid planning attorneys help seniors and families structure finances to qualify for long-term care benefits while protecting assets. Our Medicaid planning lawyers use irrevocable trusts, spend-down strategies, and spousal protections ensuring care access without unnecessary wealth depletion. We handle application assistance, fair hearing appeals, and estate recovery planning coordinating Medicaid eligibility with comprehensive estate and elder law strategies throughout Florida. Learn more about Medicaid planning.

Asset Protection Attorney Miami

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Executor Attorney Miami

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Formal Administration Attorney Miami

Miami formal administration attorneys handle complex probate cases requiring full court supervision. Our formal administration lawyers manage executor appointments, comprehensive asset inventories, creditor resolution, estate accounting, and final distributions for larger estates. We provide meticulous legal support ensuring compliance with Florida probate statutes protecting executors from personal liability while honoring the decedent’s wishes. Learn more about formal administration.

Fiduciary Attorney Miami

Miami fiduciary attorneys represent trustees, executors, and personal representatives fulfilling legal duties and managing risk. Our fiduciary lawyers provide counsel on duty compliance, investment decisions, beneficiary communications, and dispute prevention. When fiduciaries face allegations of breach or misconduct, we provide strong defense protecting their actions and reputations throughout probate and trust litigation. Learn more about fiduciary representation.

Retirement Planning Attorney Miami

Miami retirement planning attorneys coordinate income strategies, asset protection, and estate planning for retirees. Our retirement lawyers provide legal solutions for IRA distributions, pension planning, tax-efficient withdrawals, and Medicaid asset protection ensuring your retirement savings last. We integrate retirement assets with beneficiary designations, trusts, and estate documents creating comprehensive plans supporting financial security throughout your golden years. Learn more about retirement planning.

Estate Disputes Attorney Miami

Miami estate disputes attorneys resolve conflicts over wills, trusts, inheritances, and fiduciary misconduct. Our estate disputes lawyers provide assertive advocacy for beneficiaries, heirs, and fiduciaries navigating contested accountings, breach of duty claims, and inheritance challenges. We pursue resolution through mediation and negotiation when possible while providing skilled courtroom representation when litigation becomes necessary protecting your legal and financial interests. Learn more about estate disputes.

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Special Needs Trust Attorney Miami

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