Secure your legacy and create generational wealth. Together we can grow!
Secure your legacy and create generational wealth. Together we can grow!
I focus on estate planning and administration (wills, trusts, probate), health care and financial decision-making documents (powers of attorney, health care proxies, HIPAA releases), and real estate transactions (deeds, closings, title matters). If your matter overlaps these areas, I can often assist or guide you to a trusted specialist.
Whether an estate must go through probate depends on how assets are titled, whether there’s a valid will, and the types or amounts of property held solely in the decedent’s name. In some cases, small estates may qualify for summary administration (a simpler, faster process). We can review your specific situation to determine whether probate is required and what kind.
A will directs how your property is distributed after your death, names guardians for minor children, and appoints an executor. A trust, on the other hand, can manage assets during your lifetime, may avoid probate, and can provide more flexibility about when and how beneficiaries receive assets. Which is better depends on your goals, assets, family dynamics, and tax considerations.
A power of attorney is a document that allows someone you trust (your “agent”) to act on your behalf financially or legally if you become incapable of doing so yourself. It’s wise to have one in place well before a crisis arises. Without a valid power of attorney, your loved ones may need to seek court-appointed guardianship, which is more time-consuming and expensive than simply having the legal document ready in advance.
A health care proxy (or surrogate) is a document naming a person to make medical decisions for you if you are unable to communicate. In Florida, this document ensures that your medical preferences are followed and that someone you trust speaks with doctors, reviews treatment options, and works with hospitals. It’s part of comprehensive health care planning.
The HIPAA (Health Insurance Portability and Accountability Act) authorization lets the people you name access your medical records, talk with doctors, and receive updates about your care. Without it, even family members or your health care surrogate may be blocked from necessary medical information. It’s a critical companion to your health care planning documents.
Yes. Life changes — such as marriage, divorce, the birth of children, changes in property ownership, or relocations — often require updates to your estate documents. It’s a good practice to review your will, trust, and related documents every 3–5 years or after any major life event to ensure they still reflect your intentions.
Absolutely. I prepare and review closing documents, coordinate with title companies or lenders, and ensure all legal requirements are met — especially when the property is part of an estate or trust. My combined experience in estate law and real estate helps me integrate property matters smoothly into your overall plan.
You can request a consultation by going here or by calling (954) 870-7600. During our initial meeting (in person or virtually), I’ll ask about your goals, assets, and concerns, then recommend the documents or actions most appropriate for your situation. You are under no obligation to proceed further; this meeting is our opportunity to see if we’re a good fit.
Each case is unique, so fees depend on the complexity of your situation, the documents needed, and the state or county involved. After our consultation, I will provide a transparent estimate or flat-fee proposal when possible. I strive to avoid hidden costs and will explain all fee structures up front.
To make the most of our time, bring any relevant documents you have — such as existing wills, trust agreements, property deeds, vehicle titles, bank and investment statements, and beneficiary designations. Even if you don’t have everything, the more you can share, the more precisely we can plan.