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Florida Estate Planning Lawyers

Florida Estate Planning Lawyers

Most of us imagine estate planning to either be for those with significant wealth or just a piece of paper with our wishes written on it. The reality is that everyone needs to plan how their assets get distributed when they pass, and many times a will isn't enough. End-of-life planning of your estate involves protecting your family, their unity and creating a legacy they can rely on for generations to come.

The estate planning attorneys of Perez-Roura Law are ready to help you or a loved one needing assistance with these matters. Whether you are starting from scratch or are unsure if your current estate plan is adequate, we are here to assist you. 

What is an Estate Plan? 

Perez-Roura Law specializes in developing asset protection strategies and estate distribution planning that protect the best interests of your beneficiaries. Our legal team understands that no one wants their family to endure the Florida probate process, and with the proper estate planning tools, this is possible. 

Our Florida estate planning attorneys use many of the following options to minimize or avoid this process:

Trusts

Planning how your assets are managed in the event of your death requires customizable options, and using trusts meet this need. With a trust, it is possible to establish support that is ongoing and lasts for multiple generations. These are popular for protecting assets from creditors, tax liability, and probate proceedings. 

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Wills

A will provides instructions about how to manage your estate. This estate planning tool is often the first step many individuals take when planning. The issue is that it all but guarantees your family will have to go through Florida probate court. Tax burdens, costly court fees, and creditors will take their portion of your assets before your designated beneficiaries can receive their benefit. Worse, without an experienced estate planning attorney's advice, the court might find it invalid, thus subjecting your property to Florida intestacy laws.

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Advanced Health Care Directives

One of the biggest fears many individuals face is becoming incapacitated. The burden caused by this situation can be eased with an advanced health care directive. This critical document enables a chosen representative to make crucial health decisions on your behalf if incapacitated. You can also outline specific instructions for them to act upon should you be unable to make your own decisions.

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Power of Attorney

Should you become incapacitated, a durable power of attorney makes it possible for your chosen advocate to handle banking, insurance, housing, and other routine financial issues. This is vital to ensure continuity of your family's day-to-day living needs if you cannot do so. Without this estate planning tool, your affairs could be at the mercy of the court and not those you trust.

At Perez-Roura Law, we help Florida families and individuals begin the process of estate planning with a thorough analysis of their current assets. This includes minimizing tax liabilities and updating any existing will or trusts to meet these life changes you are experiencing. Trust our years of experience in navigating Florida elder and probate law to build a comprehensive estate plan that minimizes additional stress and grief for your loved ones. 

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Why Do I Need an Estate Plan in Florida?

When it comes to estate planning, it does not matter how much property or assets you have to your name. Having a predetermined plan in place should you become incapacitated or pass away is essential when safeguarding your family's future.

The reasons to establish an estate plan are numerous, but some of the most important include:

  • You recently got married, remarried, or divorced

  • A family member recently became incapacitated

  • Acquisition of new assets or property (cars, businesses, rental homes, etc.)

  • You are a business owner

  • Adoption of a child

  • You have a will and nothing else

  • Planning to retire soon

  • You or a loved one are suffering from a serious or terminal illness

  • Special-needs family members needing ongoing support

  • You have retirement accounts

 

At Perez-Roura Law, we dedicate ourselves to assisting Florida families in protecting their legacy. We provide unparalleled real estate services that help families buy their homes and plan for the unexpected moments life might throw their way. Worried about taxes? We can help you minimize those, too.

How the Florida Estate Planning Attorneys of Perez-Roura Law Can Help

Deciding to create a comprehensive estate plan can feel overwhelming at first. For many of our clients, knowing where to begin is challenging.

Individuals, businesses, and families that have relied on our services enjoy several benefits, including:

  • Avoid putting their families through stressful probate processes

  • Create a durable power of attorney 

  • Plan the distribution of your property as you see fit 

  • Special needs trusts for vulnerable family members

  • Establish a multi-generational legacy to support your family

  • Have peace of mind knowing your trusts, wills, and other directives are legally valid

  • Build a relationship with our legal team to ensure your plan is always up-to-date

  • Minimize tax liabilities for your loved ones

  • Protect future Medicaid and VA benefit eligibility

  • Set up charitable trusts for philanthropic organizations you support

 

The skilled estate lawyers of Perez-Roura Law are eager to sit down with you and discuss this process. Whether you are new to Florida, are part of an international family, or a longtime resident with a goal for charitable giving, we can assist in creating an effective estate plan.

Ensuring Your Legacy for Generations to Come

Deciding to create a comprehensive estate plan can feel overwhelming at first. For many of our clients, knowing where to begin is challenging.

Individuals, businesses, and families that have relied on our services enjoy several benefits, including:

  • Avoid putting their families through stressful probate processes

  • Create a durable power of attorney 

  • Plan the distribution of your property as you see fit 

  • Special needs trusts for vulnerable family members

  • Establish a multi-generational legacy to support your family

  • Have peace of mind knowing your trusts, wills, and other directives are legally valid

  • Build a relationship with our legal team to ensure your plan is always up-to-date

  • Minimize tax liabilities for your loved ones

  • Protect future Medicaid and VA benefit eligibility

  • Set up charitable trusts for philanthropic organizations you support

 

The skilled estate lawyers of Perez-Roura Law are eager to sit down with you and discuss this process. Whether you are new to Florida, are part of an international family, or a longtime resident with a goal for charitable giving, we can assist in creating an effective estate plan.