Miami Trusts & Estate Planning Attorney

Protecting Your Assets and Providing Peace of Mind for the Future

Estate planning is about preparation, not wealth level. Whether you own a home, run a business, or simply want to provide stability for your family, a clear plan can prevent uncertainty and conflict later.

Trusts and estate planning tools allow you to control how your assets are managed, distributed, and protected.

The Miami Shark P.A. assists individuals and families in Miami and throughout Florida with thoughtful estate planning strategies designed to protect their wishes and their loved ones.

Our office is located at 6709 North Kendall Dr #213 in Miami, and we serve clients statewide.

Why Estate Planning Matters

Without a proper estate plan, Florida law determines how your assets are distributed. This process, known as intestate succession, may not reflect your personal wishes.

Estate planning can help you:

  • Control how and when assets are distributed
  • Avoid unnecessary probate complications
  • Protect minor children
  • Provide for loved ones with special needs
  • Reduce family conflict
  • Plan for incapacity
A clear plan today can prevent costly disputes and delays tomorrow.

Wills

A will is the foundation of most estate plans. It allows you to:
  • Name beneficiaries
  • Appoint a personal representative
  • Designate guardians for minor children
  • Direct how property should be distributed
In Florida, a will must meet specific legal requirements to be valid. Proper drafting ensures that your intentions are clearly expressed and legally enforceable.

Trusts

Trusts can provide additional flexibility and control beyond a basic will.

Common types of trusts include:

Revocable Living Trusts

A revocable trust allows you to maintain control over your assets during your lifetime while providing a clear plan for management and distribution after death.

These trusts may help streamline the transfer of assets and reduce probate administration.

Irrevocable Trusts

Irrevocable trusts may be used for asset protection, tax planning, or specific distribution goals. These trusts typically cannot be modified once established.

Choosing the appropriate structure depends on your financial circumstances and long-term objectives.

Planning for Incapacity

Estate planning is not limited to what happens after death. It also includes planning for situations where you may become unable to make decisions.

Key documents may include:
  • Durable power of attorney
  • Healthcare surrogate designation
  • Living will
These tools ensure that trusted individuals can make financial and medical decisions on your behalf if necessary.

Estate Planning for Business Owners

Business owners face additional planning considerations, including:
  • Business succession planning
  • Transfer of ownership interests
  • Protection of company assets
  • Coordination between personal and business estate plans
A well-structured plan can preserve business continuity and reduce disruption.

Updating and Maintaining Your Estate Plan

Estate planning is not a one-time event. Changes in family structure, financial status, or Florida law may require updates.

We assist clients with:

  • Reviewing existing estate plans
  • Amending or restating trusts
  • Updating beneficiary designations
  • Revising powers of attorney

Regular review ensures that your plan continues to reflect your goals.

Why Choose The Miami Shark P.A.?

Estate planning requires clarity, precision, and attention to detail. Small drafting decisions can significantly affect how assets are distributed and managed.

The Miami Shark P.A. provides straightforward guidance tailored to your individual circumstances. We explain your options clearly and draft documents that reflect your intentions while complying with Florida law.

From our Miami office, we assist individuals and families across South Florida and throughout the state.
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Plan Today to Protect Tomorrow

If you do not have an estate plan, or if your existing documents need review, now is the time to act.

Call The Miami Shark P.A. at 305-507-0511 to schedule a consultation. We will discuss your goals, evaluate your current situation, and create a plan designed to protect your assets and your family.

Peace of mind begins with preparation.

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305-507-0511