We Work With Families To Plan For An Uncertain Future
Whether you need to write a will, want to know more about trusts or are struggling to help an elderly parent get the care they need, Horacio Sosa and his team can help you make the important decisions that need to be made. We meet all of your estate planning needs.
Probate and trust administration involve distributing assets and paying off debts after someone has died. However, these processes can be quite complicated and can lead to fighting among beneficiaries, unnecessarily excessive taxation – even fraud and misuse of the estate by the personal representative. Whether you need to resolve a simple, uncontested estate or you want to challenge a personal representative’s eccentric or unfair behavior, we can help with your Florida estate administration needs.
Developing and amending appropriate planning documents can empower you, whether you just got married and want to establish a trust to support your family or you’re newly divorced or separated and want to prevent your assets from going to your now ex-spouse. In addition, proper planning can aid your business as it progresses through stages of growth and shield your estate from tax consequences.
A minor or an adult who has suffered physical or mental incapacitation may not be able to meet critical basic needs for health, safety, nutrition and education. The process of establishing a guardianship can help protect the young (or incapacitated) person from harm. For instance, your elderly father might be struggling with dementia and need assistance to manage critical financial and legal issues in his life.
Elder law covers a gamut of subjects related to the legal and financial concerns of senior citizens. For instance, maybe an elderly parent needs to reorganize their finances to qualify for a benefits program like Medicaid or veterans benefits. Or perhaps you want to revise a will, trust or advance health care directive to ensure that a senior’s wishes will be fairly executed. Our experienced elder law attorney can help with planning for your own care, or the care of an elderly parent or loved one.
Taking care of a child or adult who’s mentally or physically incapacitated can be emotionally, financially and physically draining. The attorneys at Horacio Sosa, P.A., can help you understand how to accept this commitment by helping you establish trusts and other vehicles, qualifying for or protecting benefits, and developing structured ways for the special needs person to inherit money from an estate.
Work With A Team That Has Its Heart In The Game
At Horacio Sosa, P.A., we offer a client-centered approach, like the one our Florida elder law and estate planning law firm offers. While there are many legal “processes,” we see what we do for and with you as a relationship, not an impersonal business transaction. What you have to say, how your family operates and what you need are very important to us.
Call our team at 954-361-8966 or email us at the firm for assistance with your elder law, Medicaid benefits, estate planning, special needs planning, guardianship and estate administration needs. We serve clients in Davie and throughout the South Florida area.