What is Estate Planning?

It’s not death planning, it’s wealth protection

Estate planning begins when you’re alive and well; from the moment you begin accumulate wealth, whatever that means to you. It’s more than just paperwork—it’s about ensuring your family’s financial security, protecting your wishes, and avoiding unnecessary legal hurdles. At Horacio Sosa, P.A., we help you create a plan that gives you peace of mind while safeguarding what matters most.

A solid estate plan helps:

Protect your wealth while you’re alive and well from threats like income and business taxes, lawsuits, etc.

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Minimize estate taxes and unnecessary expenses.

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Protect your loved ones from legal complications.

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Plan for long-term healthcare and financial decisions.

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Ensure your assets go to the right people without court delays.

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We Are Estate Planning Attorneys

Wealth Protection: More Than Legacy Planning

While traditional estate planning focuses on the distribution of assets after death, wealth protection focuses on preserving and legally structuring your assets during your lifetime, while you’re alive and well. At Horacio Sosa, P.A., we help individuals and families proactively safeguard growing assets against avoidable threats such as income and business taxes, litigation risks, and inefficient ownership.

Through targeted legal structures, we help you protect your wealth from common pitfalls — before critical life events occur. Explore our full Wealth Protection strategies here.

Schedule a consult to learn more

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OR CALL TODAY: (954)-532-9447

Our Estate Planning Services

Asset Protection & Income Tax Planning

Using legal vehicles to protect assets: such as homestead, retirement and life insurance accounts.

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Ensure that you take advantage of income tax benefits available, such as deductions and credits.

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Using irrevocable trusts such as SLATs, to protect assets against lawsuits.

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Business structuring such as LLC or C and S Corps and partnerships to shield from tax and litigation liability.

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Wills, Trusts & Inheritance Planning

Ensure your assets go to the right people without state interference.

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Prevent family disputes by clearly outlining your wishes.

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Avoid probate delays and expenses through trusts.

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Protect minor children by naming a legal guardian.

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Minimize estate taxes and protect family wealth.

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Mental Incapacity Planning

Ensures your finances, property, and medical care are managed responsibly

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Prevents legal battles and court-appointed guardianships.

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Gives control to someone you trust rather than leaving decisions to the courts.

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Ensuring you have effective, durable powers of attorney and advanced directives.

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Estate Tax & Gift Tax

Reduce estate taxes using trusts, gifting, and other legal tools.

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 Protect family wealth and ensure assets go to loved ones—not the IRS.

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Avoid unnecessary penalties by staying compliant with changing tax laws.

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Leverage tax exemptions to keep more of your money in your family.

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Download Our Free Estate Planning Report 

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Why Families Trust Horacio Sosa, P.A.

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20+ Years of Experience – Helping families plan, protect assets, and navigate legal challenges.

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Advanced Degrees in Tax & Estate Planning – Specialized training to handle even the most complex legal matters.

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Board-Certified Elder Law Attorney – Certified expertise in elder law.

Bilingual & Culturally Aware – Serving English- and Spanish-speaking families in South Florida.

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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.

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Common Estate Planning Questions

  • Without a will, the state determines who inherits your assets, which may not align with your wishes.

  • Wills dictate asset distribution but go through probate. Trusts avoid probate and offer more control over assets.

  • Major life events—marriage, divorce, having children, or acquiring assets—are signs to update your plan.

  • Estate planning traditionally focuses on the distribution of assets at death; wealth protection includes legal strategies during life to protect assets from lawsuits, tax leakage, and inefficient ownership. Link to Wealth Protection page.

  • Early legal structuring of assets can reduce exposure to risks and enhance your ability to preserve what you build over time. Link to Wealth Protection page.

Kind words from our previous clients

  • A woman with blonde hair smiling, with an orange star icon overlay.

    We had the pleasure of working with this firm on my mother-in-law’s estate. Horacio and Alexandria were our primary contacts, and they handled everything efficiently, answering all of our questions with clarity and professionalism. As the lead attorney, Alexandria was compassionate, kind, and always willing to help. The entire team made the process smooth, and I would highly recommend this firm without hesitation.

    ⭐⭐⭐⭐⭐ Joslyn Varona

  • Woman with long dark hair smiling in an office setting.

    "...we couldn't be more satisfied with the service received. -- What impressed us the most was their commitment to their motto: "We Feel, We Love, We Care." These are not just words to them; they truly put them into practice in every interaction. -- I highly recommend the services of Horacio Sosa to anyone in need of advice and management. With them, you can be sure that you are in good hands, with professionals who truly feel, love, and care about you and your situation.

    ⭐⭐⭐⭐⭐ Margie Nino

  • Profile picture of a woman with brown hair and a red lipstick. There is an orange "Local Guide" badge icon next to her image.

    My name is Gloria Jensen I want to thank Mr Sosa for his great job , very trustable , his advices were excelente I always recommend him to my friends , I will always come to him if I need any job done

    ⭐⭐⭐⭐⭐ Gloria Jensen

  • A person wearing a gray knit hat and scarf outdoors in a snowy setting.

    "The office motto is “CARE”. They exceeded our expectations in providing legal services with care to our family. Atty. Sosa, Alexandra, and Gloria handled my father’s legal matters promptly, explained the process in great detail, and answered all our questions. We highly recommend this legal team."

    ⭐⭐⭐⭐⭐ Lisa Bates