We are a law firm with a Heart.
We Feel, We Love, We Care
Read our philosophy of service.
Our law firm concentrates exclusively in the following areas:
Estate Planning: wills, trusts, power of attorney, advanced directives.
Wealth Protection: proactive, tax-efficient strategies for every stage of life
Elder Law: Medicaid planning and applications for seniors.
Special Needs Planning: protect individuals diagnosed with intellectual disabilities
Guiding Families Through Life’s Important Decisions with Care and Expertise. Bilingual in Spanish and English. Schedule a Consultation Today.
We take care of the legal complexities, so you can focus on what truly matters—your family.
Most people think estate planning only matters at death. In reality, true estate planning begins the moment you begin building wealth.
At Horacio Sosa, P.A., we help high-earning families reduce taxes, avoid financial leakage, and build a multi-generational wealth strategy designed to protect what you’ve worked so hard to create. Our planning begins at the point of first wealth—not the end of life—so your financial foundation is structured strategically from day one. Tax-smart. Proactive. Comprehensive.
This is wealth protection with intention, clarity, and long-term purpose.
Expert Guidance at Your Service
Practice Areas
Estate Planning
Secure your legacy and protect your loved ones with personalized estate planning solutions.
🔹 Wills & Trusts – Ensure your assets go to the right people.
🔹 Power of Attorney – Name a trusted person to make financial decisions if you're unable.
🔹 Asset Protection – Safeguard wealth and minimize estate taxes and ensure that you are eligible for long term care benefits.
🔹 Living Wills – Ensure your healthcare surrogate designations and preferences are honored.
Estate Administration & Probate
Guiding families through the legal process after a loved one passes away.
🔹 Probate Services – Represent personal representatives and beneficiaries in Florida's summary or formal administration.
🔹 Trust Administration – Manage and distribute trust assets with legal guidance.
🔹 Personal Representative & Trustee Support – Navigate responsibilities with expert help.
Elder Law
Helping seniors and their families navigate long-term care, Medicaid, and aging-related legal concerns.
🔹 Medicaid Planning – Protect assets while securing Medicaid benefits.
🔹 Long-Term Care Planning – Ensure financial security for nursing home or in-home care.
🔹 Guardianship – Legal solutions for aging loved ones who need support.
🔹 Senior Advocacy – Protecting elders from financial abuse and legal issues.
Guardianship
Protecting those who can’t make legal decisions on their own.
🔹 Adult & Minor Guardianship – Legal protection for vulnerable individuals.
🔹 Planning for Incapacity – Ensure decision-making power stays in trusted hands.
🔹 Legal Advocacy – Support for families navigating complex guardianship cases.
🔹 Court Representation – Skilled guidance through every step of the guardianship legal process.
Special Needs Planning
Planning for lifelong care without losing essential benefits.
🔹 Special Needs Trusts – Secure a child or loved one’s financial future without jeopardizing benefits.
🔹 Benefit Preservation – Maintain eligibility for Medicaid, SSI, and other vital programs.
🔹 Family Planning Support – Create long-term legal and financial strategies that offer peace of mind.
🔹 Guidance with Compassion – Personalized planning to meet your loved one’s unique needs.
Wealth Protection
Protect your growing assets with strategic, tax-smart planning designed for every stage of life.
🔹 Tax-Smart Planning – Reduce tax exposure and keep more of what you earn.
🔹 Asset Structuring – Organize income, investments, and property for long-term protection.
🔹 Risk Management – Safeguard wealth from liability, creditors, and financial leakage.
🔹 Long-Term Strategy – Build a foundation for secure, multi-generational wealth.
“I don't have enough words to express how grateful I am to have found Horacio Sosa P.A. and staff. I drove from Miami to Davie because of their personalized services.” - Belkys Santamaria
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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.
