Estate Planning

Protecting Your Wealth and Your Family’s Future Through Effective Estate Planning

A well-crafted estate plan can provide protection for your family, distribute your assets in accordance with your wishes, and provide you with the peace of mind you need. In addition to helping your loved ones, estate planning will also protect you in the event you are injured or suffer an illness that prevents you from making your own decisions.

Since 1998, Luis E. Barreto & Associates, P.A. has helped numerous clients in South Florida develop and implement estate plans that embody their desires and reflects their values. Our firm provides a full range of estate planning services including:

  • Wills
  • Trust creation and administration
  • Living wills
  • Asset protection strategies
  • Estate tax minimization
  • Durable powers of attorney
  • Designation of a health care surrogate
  • Designation of a pre-need guardian for yourself and children
  • Domestic Partnership Agreement
  • Business successions
  • Gifts and charitable donations
  • Guardianship creation and administration
  • And many others

A Customized Estate Plan to Meet Your Needs

We begin the estate planning process by learning about you; your financial situation, your family, and your goals. We want to understand your values and how you would like to provide for your family. Then we will create an estate plan that is customized to meet your needs. This could include a will, basic legal documents like a power of attorney or health care directive, a trust, or other legal vehicles.

At Luis E. Barreto & Associates, P.A., estate planning does not end when you sign the documents. Over time your financial and family situations can change. The birth of a child, a divorce, the death of a family member—each can trigger a re-assessment of your estate plan. Our lawyers can advise you and provide services to keep your estate plan consistent with your current financial and family situation.

Contact us today for a FREE initial consultation to begin the process of planning your estate and providing for your family’ future.

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