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TRUSTS
Secure Your Legacy: Trust Creation with Perez-Roura Law
In the bustling economy of South Florida, where business owners and real estate investors thrive, the importance of a solid estate plan cannot be overstated. At Perez-Roura Law, we understand that your legacy is more than just assets; it’s the culmination of your life’s hard work. Our expert estate planning lawyer, Pedro A. Perez-Roura, specializes in crafting personalized trusts that protect your interests and ensure your wishes are honored. As a Super Lawyers Rising Star for multiple years in a row, Pedro brings years of experience to assist you in creating the right trust for you and your family.
Creating a trust is a powerful step in estate planning. It can offer tax advantages, protect your estate from the probate process, and provide for your loved ones in the manner you choose. It can also help ensure your business and investments can be managed without requiring your family to go to court first.
Perez-Roura Law brings expertise and insight to every trust we draft, ensuring that your estate plan is handled with the utmost care and professionalism.
Highlighted Case Study
The family’s name and industry were changed to protect their privacy
The Diaz family has owned a local distribution company for nearly thirty (30) years. Of their three (3) adult children, only one works in the family business while the other two have pursued other careers. The family gets along great but they are uncertain of how to craft an estate plan that would be fair to each of their children. So, they turned to Perez-Roura Law for guidance.
Our estate planning lawyer meticulously created a trust where the one child that works in the business received a bigger part of the business and can continue operating it while the other two received a bigger share of other family investments. This plan helped secure the continued operation and succession of the business in a way that rewards the daughter that works in the business while maintaining family unity by giving her two siblings a bigger part of the real estate investments.
I had the pleasure of working with the team at Perez-Roura Law for my estate planning needs, and I couldn't be happier with their service. They were incredibly professional and took the time to understand my family’s unique situation. Their expertise in estate law was evident throughout the process. They communicated with clarity, kept us informed every step of the way, and answered all our questions promptly. Thanks to their efficient handling of our case, we now have a solid estate plan in place. I highly recommend their services to anyone seeking top-notch estate law assistance."
Joe S., Real Estate Investor
Frequently Asked Questions (FAQs)
Q: Why should I consider a trust for my estate plan?
A: Trusts offer flexibility, privacy, and protection for your assets. They can be tailored to suit complex financial situations, such as those involving business ownership or real estate investments, and avoid probate. Some trusts can even help protect assets from creditors as well as minimize estate taxes.
Q: Can a trust be modified once it is created?
A: Yes, certain types of trusts, known as revocable trusts, can be modified or revoked as long as the grantor is alive and competent. This allows for adjustments as your circumstances change. However, other types of trusts, known as irrevocable trusts, typically cannot be modified after they are created. There are benefits and consequences to each type of trust, working with an expert estate planning attorney is critical to understanding which type is right for you.
Q: How does creating a trust with Perez-Roura Law benefit me specifically as a business owner or real estate investor in South Florida?
A: With deep roots in the Miami area and a clear understanding of business and investment management, our estate planning lawyer is adept at navigating the nuances of Florida law to your advantage. We tailor trusts to meet the unique needs of business owners and real estate investors, offering protection and peace of mind.
Take the next step
Protecting your hard-earned assets and ensuring your legacy doesn’t have to be daunting. With Perez-Roura Law, you have a partner in crafting an estate plan that stands the test of time. If you’re ready to take control of your future and safeguard your legacy, reach out to our trusted estate planning lawyers in Miami. Contact us today at (305) 359-3888 or fill out our online contact form to schedule a consultation. Secure your peace of mind with a custom trust designed to protect what matters most.
Contact Perez-Roura Law Today to Create Your Trust.