Veliz & Associates P.A., an Estate & Legacy Planning Firm

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Veliz & Associates P.A., an Estate & Legacy Planning Firm Estate & Legacy Planning for Florida families and business owners. Coral Gables & Santa Rosa Beach. At the Miami law firm of Ana M.

Veliz, P.A., we focus on serving the diverse legal needs of the people, families and businesses of South Florida. We help individuals and families considering assisted living or nursing home facilities develop a plan to qualify for Medicaid benefits. After the death of a loved one, families throughout the area come to us for trusted assistance with probate and estate administration. We also assist our clients with a full range of legal matters including estate planning, business succession planning and asset protection. Our law firm is committed to providing dedicated counsel and representation for all of our clients' legal needs.

10/13/2026

The strongest plans are rarely created in isolation. We value working alongside our clients’ trusted advisors to create thoughtful, coordinated strategies built around what’s in your best interest.

Disclaimer: General information only. Not legal advice. Attorney Advertising. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, FL.

10/13/2026

The strongest plans are rarely created in isolation. We value working alongside our clients’ trusted advisors to create thoughtful, coordinated strategies built around what’s in your best interest.

Disclaimer: General information only. Not legal advice. Attorney Advertising. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, FL.

Uno de los errores más comunes y que más suelen pasarse por alto en la planificación patrimonial es no transferir los ac...
10/12/2026

Uno de los errores más comunes y que más suelen pasarse por alto en la planificación patrimonial es no transferir los activos a un fideicomiso.

Muchas personas firman los documentos de su fideicomiso y asumen que el proceso está completo. Sin embargo, un fideicomiso solo puede proteger los bienes que efectivamente han sido transferidos a él.

Financiar un fideicomiso implica cambiar la titularidad de sus cuentas, propiedades y otros activos para que queden a nombre del fideicomiso.

Cuando se omite este paso, esos bienes podrían terminar pasando por un proceso sucesorio judicial (probate), precisamente lo que se buscaba evitar al establecer el fideicomiso.

La buena noticia es que verificarlo y corregirlo suele ser sencillo. Si no está seguro de que todos sus activos hayan sido transferidos correctamente a su fideicomiso, estaremos encantados de revisarlo con usted y asegurarnos de que todo esté en orden.

Información general únicamente. No constituye asesoramiento legal. Publicidad de abogados. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, Florida.

On November 17, Ana Veliz will speak at the Estate Planning Council of Greater Miami, sharing lessons shaped by decades ...
10/08/2026

On November 17, Ana Veliz will speak at the Estate Planning Council of Greater Miami, sharing lessons shaped by decades of helping families plan for the future.

Her presentation, “When Money Meets Family: What Decades of Estate Planning Have Taught Me,” will explore the personal side of estate planning: family dynamics, inheritance, fiduciary decisions, incapacity, control, and the conversations that can influence a family for generations.

Over the years, we have seen that a strong estate plan is about more than documents. It is about understanding the people involved, anticipating difficult decisions, and creating a plan that reflects a family’s values and protects what matters most to them.

We look forward to Ana sharing those lessons with fellow estate planning professionals in Miami.

Estate planning can feel daunting, but the right guidance can make all the difference.Our goal is to make the process cl...
10/06/2026

Estate planning can feel daunting, but the right guidance can make all the difference.

Our goal is to make the process clear, comfortable, and thoughtfully tailored to you so that you can move forward with confidence and peace of mind.

Ready to start planning? Schedule a consultation today.

General information only. Not legal advice. Attorney Advertising. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, FL.

Florida quietly doubled the number of families who can skip the long version of probate, and most of them have no idea.A...
10/01/2026

Florida quietly doubled the number of families who can skip the long version of probate, and most of them have no idea.

As of July 1, 2026, an estate with $150,000 or less in non-exempt probate assets can use summary administration. The threshold used to be $75,000. That is the streamlined path, and it typically wraps up in weeks to a couple of months rather than the six to twelve months formal administration usually takes.

Two things people get wrong about it:

First, the change is not retroactive. It goes by date of death. If someone passed away before July 1, 2026, the old $75,000 figure still governs their estate.

The second is what counts. It is non-exempt probate assets only. A homestead passing to a spouse or descendants is generally excluded, and anything with a named beneficiary, a payable-on-death designation, or joint ownership with survivorship passes outside probate entirely. It does not count toward the number at all, which means plenty of estates that look far too large on paper actually qualify. It’s worth checking rather than assuming.

Disclaimer: General information only. Not legal advice. Attorney Advertising. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, FL.

Almost planned isn’t the same as prepared. An estate plan works best when every piece is complete, current, and aligned ...
09/30/2026

Almost planned isn’t the same as prepared. An estate plan works best when every piece is complete, current, and aligned with your wishes. From funding your trust to reviewing beneficiaries and documenting important decisions, the details matter. Take the time to make sure your “almosts” are actually complete.

Disclaimer: General information only. Not legal advice. Attorney Advertising. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, FL.

Un testamento es importante, pero es solo una parte de una planificación patrimonial completa. Un plan bien diseñado pue...
09/24/2026

Un testamento es importante, pero es solo una parte de una planificación patrimonial completa. Un plan bien diseñado puede ayudarle a proteger sus bienes, expresar sus deseos y brindar mayor tranquilidad a su familia. Cada familia tiene necesidades diferentes. Su plan patrimonial debe reflejarlas. Proteja lo que más importa.

Disclaimer: Información general solamente. No constituye asesoría legal. Publicidad de abogados. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, FL.Tags: N/A

09/22/2026

Estate planning doesn’t have to end when you sign your documents. The VIP Service Program provides ongoing access and support, from priority communication and coordination with your trusted advisors to guidance for your chosen representatives and important legal updates.

More than a plan, it’s an ongoing relationship built around your legacy.

Learn more about the VIP Service Program at the link in our bio.

Disclaimer: General information only. Not legal advice. Attorney Advertising. Ana M. Veliz, Veliz & Associates, P.A., Coral Gables, FL.

Address

2600 Douglas Road Suite 710
Coral Gables, FL
33134

Opening Hours

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

Telephone

+13052509917

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