Estate Planning & Elder Law
Sophisticated Legal Protection, Delivered with Integrity
Our law firm concentrates in the following areas:
- Wealth and Estate Planning: wills, trusts, power of attorney, advanced directives
- Elder Law: Medicaid planning and applications for seniors
- Probate & Trust Administration
- Special Needs Planning: protecting individuals with intellectual disabilities
Guiding Families Through Life's Important Decisions with Care and Expertise.
A Different Approach
Most people think estate planning only matters at death. In reality, true estate planning begins the moment you begin building wealth. We start where others don't — at the foundation.
At Horacio Sosa, P.A., we help high-earning families reduce taxes, avoid financial leakage, and build a multi-generational wealth strategy. Tax-smart. Proactive. Comprehensive.
20+
Years of Experience
1000+
Families Served
6
Practice Areas
2
Languages Spoken
Expert Guidance at Your Service
Trusted by families across South Florida, backed by decades of specialized experience.
See Our Approach
We handle the legal complexities, so you can focus on what truly matters.
How We Help
Practice Areas
Comprehensive legal services tailored to protect your family, your assets, and your future.
Estate Planning
Secure your legacy and protect your loved ones with personalized estate planning solutions.
- ·Wills & Trusts
- ·Power of Attorney
- ·Asset Protection
- ·Living Wills & Healthcare Directives
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Wealth Protection
Protect your growing assets with strategic, tax-smart planning designed for every stage of life.
- ·Tax-Smart Planning
- ·Asset Structuring
- ·Risk Management
- ·Long-Term Strategy
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Estate Administration & Probate
Guiding families through the legal process after a loved one passes away.
- ·Probate Services
- ·Trust Administration
- ·Personal Representative Support
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Elder Law
Helping seniors and their families navigate long-term care, Medicaid, and aging-related legal concerns.
- ·Medicaid Planning
- ·Long-Term Care Planning
- ·Senior Advocacy
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Special Needs Planning
Planning for lifelong care without losing essential benefits.
- ·Special Needs Trusts
- ·Benefit Preservation
- ·Family Planning Support
- ·Compassionate Guidance
Learn more →
“My family and I are incredibly grateful to have found Horacio, Alexandra, Olivia and team — they made the incredibly convoluted and stressful process of estate planning and applying for Medicaid so seamless. We were blown away with their patience, availability, and support.”
Maggie Myers
Why Us
Why Families Trust Horacio Sosa, P.A.
20+ Years of Experience
Helping families plan, protect assets, and navigate legal challenges.
Advanced Degrees in Tax & Estate Planning
Specialized training to handle even the most complex legal matters.
Board-Certified Elder Law Attorney
Certified expertise in elder law by the Florida Bar.
Bilingual & Culturally Aware
Serving English- and Spanish-speaking families in South Florida.
Local, Personalized Service
Unlike large firms, we offer a hands-on, personal approach to every case.
A Law Firm with a Heart
We take the time to listen, understand, and provide solutions tailored to your needs.
Resources
Download Our Free Guides
Expert guides to help you understand your options and take the first step.
