Estate Planning for Florida Families

Strategic Planning to Protect Your Family, Home, and Legacy

KEY TAKEAWAYS

● Estate planning is about control, not paperwork

● Florida law creates risks many families don’t expect

● Trusts, wills, and powers of attorney must work together

● Strategy comes before documents

A group of people wash a golden retriever outdoors, the dog looks slightly wet and calm as it is being bathed, with hands reaching in to scrub its fur.

What is estate planning in Florida?

Estate planning in Florida is the process of creating a coordinated legal strategy to protect your family, manage assets during incapacity, avoid unnecessary court involvement, and ensure your wishes are carried out. Effective planning requires understanding Florida law, family dynamics, and long-term goals — not just filling out documents.

Many Florida families believe estate planning is about drafting a will. In reality, it’s about making thoughtful legal decisions before a crisis occurs.

Attorney Sonia Muñoz Gallagher helps families identify risks, understand their options, and design estate plans that protect children, preserve assets, and avoid unnecessary court involvement.

This process begins with strategy, not paperwork.

WHO THIS IS FOR

● Married couples with adult or minor children

● Parents who want to choose guardians intentionally

● Homeowners concerned about probate

● Widows, single parents, and blended families

HOW CLIENTS START

Most families begin with a Family & Legacy Strategy Consultation™, an attorney-led session designed to:

●Identify legal gaps under Florida law

● Clarify planning options in plain English

● Provide a clear roadmap before any documents are drafted

Register for the Free Estate Planning Webinar

“The Family Wealth Blueprint™: Protect Your Kids, Your Home, and Avoid Florida Probate”

Do I need a trust in Florida?

It depends. Trusts can help avoid probate and manage assets, but the right solution depends on your family and goals.

Is this legal advice?

No. This page is educational. Legal advice is provided during an attorney-led strategy session.

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