Dedicated Estate Planning Attorneys in Miami

At EPGD Attorneys at Law, P.A., we offer comprehensive, diligent trust and estate planning and asset protection services to individuals, families, seniors, business owners, fiduciaries, and charitable organizations throughout South Florida, Miami, Dade, Broward, and West Palm Beach.

We take an individualized approach to estate planning rather than giving out boilerplate advice that is equally applicable to everyone. We will take the time to get to know you, your business, and your family so we can identify your goals and create a personalized plan to achieve those goals. We are well-qualified to assist you in protecting your hard-earned assets and wealth. You can learn more by calling (786) 837-6787 or emailing us to schedule your consultation today.

Planning Ahead to Protect Your Assets and Your Family

As the saying goes, an ounce of prevention is worth a pound of cure. At EPGD Attorneys at Law, we believe in planning ahead to avoid crises rather than waiting for them to happen before responding. By taking this approach, our estate planning attorneys in Florida can bring our clients true security and peace of mind.

Our clients’ concerns fall into many categories, including asset management, tax minimization, long-term care planning, and probate avoidance. We address these concerns by constructing estate planning devices such as, but not limited to, the following:

• Senior estate planning
• Complex and simple wills
• Revocable living trusts
• Trust restatement
• Trust amendments
• Credit shelter and A.B. trusts
• Charitable, special needs, and spendthrift trusts
• Insurance, offshore, and dynasty trusts
• GRATs, QPRTs, and other split-interest trusts
• Generation-skipping transfer tax planning devices
• Limited liability companies and family limited partnerships
• Farm and business succession planning devices
• Durable financial and medical powers of attorney
• Advance health care directives and living wills

Lastly, we devote much of our practice to tax planning. Many of our clients are seniors, non-citizens, and business owners. Accordingly, we help plan for estate taxes, federal taxes, gift taxes, state taxes, and international taxes. We can also assist with administering trusts if necessary.

What Should You Include in Your Estate Plan?

Estate planning is necessary so that your best interests are adhered to if you cannot adhere to them yourself. The objective of an estate plan is to properly plan for every aspect of your future and your family’s future in the long run. 

Planning for instances like disability or incapacitation can make your life and your family’s life much easier should a circumstance like that occur. Our attorneys will put your interests and wishes in order by securing your assets from creditors and ensuring your minor children are cared for and taken care of should any unfortunate event occur. Our comprehensive estate plan will typically include the following:

• Last Will and Testament
• Designation of Preneed Guardian for Self
• Designation of Preneed Guardian for Minor Children
• Revocable Trust
• Certificate of Trust
• Assignment of Tangible Personal Property
• Durable General Power of Attorney
• Designation of Health Care Surrogate
• Living Will/Advanced Directives
• Quit-Claim Deed to transfer a primary residence to a trust.

These documents accomplish some critical goals:

• They reduce the risk of probate or guardianship proceedings for your assets in the event of incapacity or death;
• They allow for someone to step in and make decisions and make decisions for you when you cannot, and;
• They allow you to control how your assets are distributed upon your death.

If you do not have an estate plan, it is of the utmost importance to put one in place before it is too late. If your current estate plan is outdated or was drafted in another state, it may require updating. In either case, you can rely on our experienced Florida estate planning team.

Our offices in South Florida and Washington, D.C., represent clients throughout Miami-Dade County, Broward, West Palm Beach, Washington, D.C., and beyond. Call us at (786) 837-6787 or contact us to schedule a consultation with an qualified estate planning attorney in Miami, Florida.