Estate & Business Planning for Florida Medical Professionals
Protect Your License, Income, Practice, and Family Wealth
Key Takeaways
● Medical professionals face unique planning risks
● Practice continuity matters as much as personal planning
● Strategy must account for licensing, liability, and family
● Paid strategy sessions provide clarity before commitment
Why do medical professionals need specialized estate and business planning in Florida?
Medical professionals face unique risks involving licensing, liability exposure, income continuity, and practice ownership. Strategic estate and business planning helps ensure a medical practice can continue operating, protect family wealth, and avoid unnecessary disruption if a physician becomes disabled or passes away.
In working with Florida medical practices, Attorney Sonia Muñoz Gallagher routinely sees planning gaps that general estate plans fail to address.
Medical professionals need coordinated legal strategy that accounts for:
● Practice ownership and control
● Incapacity planning
● Family protection
● Long-term continuity This level of planning requires professional strategy, not templates.
HOW MEDICAL CLIENTS START
Most medical professionals begin with an Estate & Asset Protection Strategy Session, designed to:
● Identify risks unique to medical practices
● Clarify planning options under Florida law
● Provide a roadmap before legal work begins
“Asset Protection for Florida Medical Professionals: Protect Your License, Income, and Family Wealth”
Is this only for large medical practices?
No. Solo physicians and small practices often face the greatest continuity risks.