A Florida Estate Planning Lawyer Can Bring Your Future into Focus

State planing - Horacio Sosa, P.A.Whether you need a Florida estate planning lawyer to establish a will and trust, or you want strategic assistance with immigrant estate planning, you can trust our team.

How Can a Qualified Florida Estate Planning Lawyer Help You?

The most challenging aspect of end-of-life planning is not working with a Florida estate planning lawyer on documents, confronting your mortality or developing a vision for what you want out of end of life care. Rather, it’s the simple act of getting started with the process.

Perhaps you’re a nonresident alien who owns assets in the United States, and you need to ensure that family inside and outside of the country will be protected, no matter what happens to you. Or maybe you’re a business owner who needs assistance with traditional estate planning (e.g. wills, trusts, advanced health care directives, etc.) as well as with creating a legal structure to protect your company and its employers, clients, and stakeholders if you become incapacitated.

The Basics of Planning: What a Florida Estate Planning Lawyer Does

What will happen to our possessions, our debts, our families, our businesses, and our legacies when we become physically or mentally incapacitated, ill, or injured? This question is at the heart of the discipline of estate planning. This area of law has deep ramifications for your career and financial strategy, even when you’re young and healthy.

We handle the following:

  • Traditional estate planning.

For instance, if you’re just starting a family, we can ensure your children’s future and help you build a smart, decisive financial strategy.

  • Modern estate planning.

If you’re a single person, member of a gay couple, about to get married for the second time or planning care for a beloved pet, you need to strategize and create an action plan. For instance, we help nonresident aliens with assets in the United States, recent immigrants with green cards, and families who just migrated (or will soon migrate) to the country.

  • Estate planning for special assets.

Special assets can include retirement funds, insurance proceeds, inheritance, assets you’ve won in a lawsuit, etc., and that require special handling.

  • Business succession.

Business owners face unique concerns and potential opportunities, which we can address. For instance, if you are in a partnership and you die or become incapacitated, your spouse will take your interest over. Is your spouse willing to assume the role of a business manager? Is your partner agreeable with your spouse as a “new partner”? Will death or incapacity create problems in your business? Have you discussed these issues with your business partner?

  • Asset protection planning.

You’ve worked hard to build and maintain a portfolio; we can help protect your assets against lawsuits and other types of threats.

  • Estate planning for the wealthy.

If you own more than $10 million in assets, you face unique tax consequences and concerns, which will likely require special planning strategies.

Estate planning is not the same thing as “estate tax planning,” although both concepts sound superficially similar. In 2013, Congress passed the American Tax Payer Relief Act (ATRA), which substantially altered estate planning rules. ATRA’s provisions can potentially negatively impact your estate and your assets. So even if you’ve already gone through some form of planning or preparation, you may want to revisit your strategy with the help of a skilled lawyer.

Call our experienced Florida estate planning law firm today at 954-532-9447 for a free consultation about your needs.

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