The Estate Plan

The Estate Plan The Estate Plan crafts personalized solutions for your estate planning, probate, and guardianship needs.

We offer 24/7 emergency support for our clients because your peace of mind is our top priority. Legal Practice Areas:
* Estate Planning & Asset Protection
* Business Succession Planning
* Special Needs Planning
* Probate, Trust & Estate Administration
* Probate, Trust & Estate Litigation
* Real Estate Transactions

Planning ahead gives you the chance to make important decisions for yourself and your family before an emergency forces ...
09/04/2026

Planning ahead gives you the chance to make important decisions for yourself and your family before an emergency forces someone else to. Our team is here to help you put a plan in place that reflects your wishes and gives the people you care about clearer direction when it matters most.

Your child may still call you first in an emergency—but once they turn 18, you may not have the legal authority to step ...
08/10/2026

Your child may still call you first in an emergency—but once they turn 18, you may not have the legal authority to step in. Do not wait until something happens to find out; make sure the right documents are in place before they leave for college.

Back-to-school season is a good reminder to make sure your family is prepared for the unexpected. A quick check-in now c...
08/07/2026

Back-to-school season is a good reminder to make sure your family is prepared for the unexpected. A quick check-in now can help the year start with a little more peace of mind

What happens when co-owners can’t agree on what to do with a shared property? When disputes over expenses, use, or selli...
08/05/2026

What happens when co-owners can’t agree on what to do with a shared property? When disputes over expenses, use, or selling reach a standstill, it may be time to explore whether a partition can help move things forward.

How much do you really know about estate planning? Swipe through for three important things that may surprise you!  Reac...
08/03/2026

How much do you really know about estate planning? Swipe through for three important things that may surprise you! Reach out to our team with any questions about creating a plan that fits your needs.

Congratulations to our Senior Attorney Danielle N. Clark on her appointment as Vice Chair of the Real Estate Leasing Com...
07/30/2026

Congratulations to our Senior Attorney Danielle N. Clark on her appointment as Vice Chair of the Real Estate Leasing Committee for the 2026–2027 year! We are proud to see her leadership and experience recognized within the RPPTL Section of The Florida Bar.

The power of attorney myth that leaves Floridians unprotected!Many people believe their power of attorney “kicks in” onl...
06/20/2026

The power of attorney myth that leaves Floridians unprotected!

Many people believe their power of attorney “kicks in” only if they become incapacitated. In Florida, that belief can leave you with no protection at all.

Florida no longer recognizes the so-called springing power of attorney, the kind meant to activate only upon incapacity, for documents signed today. A valid Florida durable power of attorney is effective the moment it is signed. That surprises people, but it is also what makes it work in a crisis: no waiting period, no scramble to prove incapacity while bills go unpaid.

It also means who you name, and how much authority you grant, deserves real thought. Florida requires certain powers to be spelled out specifically. A vague or outdated document can fail at the exact moment your family needs it.

If you signed a power of attorney years ago, or in another state, do you know whether it would actually work in Florida today?

You spend winters in South Florida and summers up north. Your will was written in New York, New Jersey, or Toronto. You ...
06/17/2026

You spend winters in South Florida and summers up north. Your will was written in New York, New Jersey, or Toronto. You assume it covers everything.

Here is what surprises part-time Florida residents...

The state where you are legally domiciled drives much of how your estate is handled, and any real estate you own in Florida can require its own separate court proceeding here, called ancillary administration, even when your main estate is settled in another state or country.

That means your family could face two probate processes, in two places, with two sets of timelines and costs, simply because of a condo.

Snowbirds and international families who own South Florida property are some of the most financially exposed and the least likely to know it.

If you split your year between two states, do you actually know which one your estate plan answers to?

Picture being in a hospital bed in Miami or Fort Myers, unable to communicate, and the medical team turning to your fami...
06/15/2026

Picture being in a hospital bed in Miami or Fort Myers, unable to communicate, and the medical team turning to your family for direction. Now picture your family disagreeing.

In Florida, a healthcare surrogate designation names the person who can make medical decisions for you when you cannot, and a living will spells out your wishes about life-sustaining treatment.

Without them, those decisions can stall, fall to someone you would not have chosen, or end up in front of a court at the worst possible moment.

These are not documents only for the elderly. A medical crisis does not check your age first.

Have you ever told someone, in writing, what you would want, or have you only ever assumed they would know? If so, is what you've written going to meet legal standards?

Most people assume they can leave their Florida home to whomever they choose. In Florida, that is not always true.Florid...
06/07/2026

Most people assume they can leave their Florida home to whomever they choose.

In Florida, that is not always true.

Florida’s constitution gives special protection to homestead property. If you are survived by a spouse or a minor child, the law strictly limits how you can leave your home, and a will that ignores those rules simply does not control. You can put in writing that the house goes to one particular person, and Florida law can override it entirely.

The result is often the opposite of what someone intended: a surviving spouse and adult children sharing ownership of a home none of them can easily sell, or a plan that quietly fails the moment it is needed.

It is one of the most misunderstood corners of Florida estate law, and it trips up sophisticated people all the time.

If your plan assumes your home passes exactly as your will states, are you certain Florida’s homestead rules agree?

Address

2625 Ponce De Leon Boulevard Suite 280
Coral Gables, FL
33135

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13056658888

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