Perez-Roura Law offers complete estate planning services in Miami, including wills, trusts, powers of attorney, and asset protection strategies. We help individuals and families create personalized legal plans that secure their future and protect their legacy.

Estate planning is about more than deciding who inherits your property. It’s about maintaining control over your finances and healthcare, protecting your family from avoidable legal battles, and making sure your wishes are honored. At Perez-Roura Law, we create customized estate plans that reflect your values, safeguard your assets, and bring peace of mind. Whether you’re starting a family, preparing for retirement, or managing a complex estate, our Miami legal team ensures your plan is thorough, legally sound, and tailored to your needs.

Wills and Trusts: Building the Foundation

The core of any estate plan is a will or trust—or often, both. A **last will and testament** directs how your assets will be distributed after death and allows you to name guardians for minor children. However, a will alone may require probate, which can be time-consuming and public. That’s why many clients opt for a **revocable living trust**, which allows for private, efficient transfer of assets without court involvement. We help clients choose the right approach, draft clear and enforceable documents, and fund trusts with appropriate assets to ensure a seamless transition of property upon death or incapacity.

Durable Power of Attorney: Managing Finances When You Can’t

A durable power of attorney gives someone you trust the authority to handle your financial and legal affairs if you become unable to do so. This document is essential in Florida, where even spouses may not automatically have access to bank accounts or the authority to manage investments, real estate, or business interests. Perez-Roura Law drafts durable powers of attorney tailored to your preferences, giving your designated agent clear instructions and powers to act on your behalf. We ensure compliance with Florida statutes and banking requirements, minimizing risk of rejection by third parties in critical moments.

Healthcare Directives and End-of-Life Planning

Medical crises can strike without warning. Without legal instructions in place, your loved ones may struggle to make decisions on your behalf or disagree about what you would have wanted. Our firm prepares **advance healthcare directives**, including **living wills** and **designations of healthcare surrogate**, that spell out your preferences for treatment, resuscitation, and life-sustaining care. We guide clients in having these sensitive conversations with family members and ensure your wishes are legally documented, respected by providers, and accessible in an emergency. Peace of mind comes from knowing your voice will be heard, even when you can’t speak for yourself.

Asset Protection and Tax Efficiency

Protecting your wealth is a vital part of estate planning—especially in Florida, where laws around creditor protection, homestead exemptions, and trusts offer unique opportunities. We help clients organize assets in a way that reduces exposure to lawsuits, preserves eligibility for benefits like Medicaid, and minimizes estate tax burdens. Whether you’re safeguarding real estate, investment portfolios, or family businesses, we design legal strategies that preserve value and reduce transfer costs. Our estate planning process includes tax forecasting and coordination with your financial advisor or CPA to ensure a well-rounded, efficient outcome for you and your heirs.

Planning for Minor Children and Special Needs Beneficiaries

For families with young children or dependents with disabilities, estate planning takes on added urgency. We help clients nominate guardians, create education and support trusts, and establish **special needs trusts** that preserve public benefits for disabled beneficiaries. Our plans provide structure and flexibility to ensure your loved ones are cared for, both emotionally and financially, even if you can’t be there. Perez-Roura Law works closely with caregivers, family members, and professionals to understand the full picture and build a legal framework that supports long-term quality of life and security for your most vulnerable beneficiaries.

Ongoing Support and Plan Updates

Life changes—your estate plan should too. Marriage, divorce, births, deaths, new business ventures, or major financial changes all warrant a review of your documents. Our Miami firm provides long-term relationships, not just one-time service. We offer periodic reviews, updates, and additions to your plan to ensure continued alignment with your goals and Florida law. Whether it’s updating beneficiaries, adding digital asset provisions, or incorporating new property into your trust, Perez-Roura Law helps you keep your estate plan accurate, effective, and current.

Your estate plan is your voice when you can no longer speak. At Perez-Roura Law, we help you make sure that voice is clear, confident, and protected. Contact us today to begin creating a personalized estate plan that brings security to your future and peace to your loved ones.