Wills & Trusts, Estate Planning, Probate Administration, and Medicaid Planning in Weston
At OC Estate & Elder Law, we understand that for high-net-worth individuals and families in Weston and the broader South Florida area, preserving wealth and protecting assets is a top priority. Whether you are focused on lawsuit protection, minimizing estate taxes, or ensuring your assets transfer smoothly to your children, our estate planning attorneys focus on tailored solutions designed for unique families.
We focus on comprehensive estate planning strategies, including wills, trusts, and advanced asset protection tools. From revocable trusts to irrevocable trusts, we create customized plans that shield your wealth and help avoid the delays and expenses of probate administration. Our experienced wills and trusts attorneys are here to make sure your financial legacy remains intact and your family’s future secure.
Beyond basic estate planning, we emphasize long-term goals like generational wealth transfer, tax-efficient trust structures, and education planning for children. If you are interested in charitable giving, our team can help you establish charitable trusts that leave a lasting legacy while benefiting your estate’s tax position. As South Florida’s trusted wealth protection lawyers, we provide expert guidance through the legal complexities with confidentiality and care.
Trust administration and estate administration are core areas of our practice. If you have lost a loved one, the emotional burden is already heavy – navigating probate in South Florida shouldn’t add more stress. Our probate attorneys serving Weston are here to handle every legal step, giving you peace of mind that the estate is being managed properly.
Whether your husband, wife, mom, or dad died with a valid will (testate estate) or without one (intestate estate), we can assist. Many families are surprised to learn they cannot sell a deceased loved one’s home until probate administration or summary administration is completed. Simply listing the property isn’t enough when it is still titled in the name of the deceased. We prepare and file all required court documents, including Petitions for Summary Administration or Letters of Administration, and guide you in being appointed Personal Representative of the estate.
If your loved one passed with a revocable trust or irrevocable trust, our seasoned trust administration lawyers are ready to step in. Known throughout Weston and South Florida for being efficient and responsive, we help families administer trusts quickly and correctly, ensuring all fiduciary responsibilities are met. Trust administration doesn’t have to be overwhelming—we will guide you every step of the way.
We also assist with business succession planning. If you are a business owner wondering who will take over when you retire or sell, we can help create a transition plan that aligns with your values and financial goals. Business succession is not just about transferring ownership – it is about preserving your life’s work.
For families living in Weston, Florida, proper planning is essential, especially when managing accrued or inherited wealth. Whether you are protecting assets for your children, setting up trusts for education, or special needs trusts for a special needs child, we offer proactive legal strategies that secure your finances and provide creditor protection, lawsuit protection, while still preserving government benefits for your children.
Are you part of the “Sandwich Generation?” Meaning that you are now taking care of your children and your aging parents at the same time. If so, Medicaid planning is essential when it comes to protecting your aging parents’ financial future. As healthcare costs rise, the expense of long-term care in an assisted living facility or nursing home can quickly deplete a lifetime of savings. The average monthly cost of a nursing home is in the range of $10,000 – $15,000 per month!
Without proper planning, your parents may be forced to spend down their assets before qualifying for Medicaid. At OC Estate & Elder Law, we offer legal strategies that allow you to transfer or restructure assets in a way that protects their wealth while ensuring they meet Medicaid’s strict eligibility requirements. With the right Medicaid planning in place, your parents can receive the care they need—paid for by Medicaid. It is never too early to start planning, and our experienced Medicaid planning attorneys can help secure your parents’ comfort and preserve their finances for their families and beneficiaries.
Young parents, entrepreneurs, seniors, and retirees alike benefit from strategic asset protection planning to protect against creditors, taxes, and credit card bills. If you are looking for the best asset protection lawyers in Weston, top probate attorneys, or experienced wills and trusts lawyers, OC Estate & Elder Law is here for you. Contact us today for a free consultation. We’re proud to serve the Weston and South Florida communities with personalized estate planning and probate solutions that protect your wealth, your business, and your peace of mind.
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Free Resources
Through years of experience, we have identified the most common mistakes people make when planning for their families or navigating the probate process. Our goal is to ensure you steer clear of these errors.
Free Resources
Through years of experience, we have identified the most common mistakes people make when planning for their families or navigating the probate process. Our goal is to ensure you steer clear of these errors.
