Estate Planning for Families, Business Owners and Global Clients
Protect Your Legacy. Secure Your Future.
Growing your wealth takes one skill set. Protecting it takes another. At Horizon Private Wealth Law in Coral Gables, we design custom estate plans for business professionals, high-net-worth families and international clients, so your assets, your loved ones and your legacy are protected the way you intend.
Estate planning isn’t a single document or a one-time meeting. It’s a coordinated plan that reflects your goals, your family and where your assets are, whether that’s in Florida, another state or another country.
Who We Help
Business owners and professionals
Your company, real estate and personal assets, planned together.
High-net-worth families
Layered assets, trusts and goals that span generations.
Foreign nationals and global families
U.S. assets, U.S. heirs, or both.
Spanish-speaking families
Understand every document you sign, in your language.
What Your Estate Plan Can Include
Every plan is built around your situation. Depending on your goals, yours may include:
- Wills that set out how your assets pass and name guardians for minor children.
- Trusts, revocable and irrevocable, to help avoid probate and keep your affairs private. See our wills and trusts services.
- A durable power of attorney so someone you trust can act if you become incapacitated, which can help your family avoid a lengthy guardianship case.
- Health care directives and a living will, so loved ones aren’t left to guess during a difficult time.
- Estate and gift tax planning, including tax-efficient gifts to family and charities.
- Wealth succession and business planning for the next generation.
- Cross-border planning for U.S. real estate and businesses held from abroad.
Our Estate Planning Process
Much of the early work, including consultations, strategy discussions and document reviews, can be done remotely. For high-net-worth families, a complete plan can take several months or longer, depending on how complex the assets are.
Understanding your goals
Your family, your assets, your business interests and what matters most to you.
Reviewing assets and structures
How your real estate, entities and accounts are owned today, along with any wills or trusts you already have.
Designing your plan
The structures that fit your goals, from wills and trusts to tax and succession strategies.
Drafting and reviewing
You review every document with us before anything is signed.
Signing and implementation
We guide the signing and help fund your trust, so your plan works the way it was designed.
Ongoing review
A review every three to five years, and sooner after a major life event.
Planning for International Families
Many of our clients have assets, businesses or family members in more than one country. A plan drafted under your home country’s laws may not govern your U.S. assets the way you expect. We help foreign nationals and global families coordinate U.S. estate planning with their planning abroad, including Foreign Grantor Trusts for families with U.S. children or grandchildren.
Estate Planning in Spanish
If Spanish is your family’s first language, we can coordinate a formal, certified translation of your documents. You’ll fully understand your plan, and the legally operative version will still be recognized by courts and institutions. Learn more.
Why Clients Choose Horizon Private Wealth Law
Client Google review
Years of experience
In commercial real estate transactions since 2012
Serving Miami-Dade, Florida and clients abroad
Frequently Asked Questions
How long does estate planning take?
It depends on complexity. Simpler plans move faster. For families with businesses, multiple properties or international assets, the process can take several months to more than a year.
Can estate planning be done online?
Much of it can. Consultations, strategy discussions and document reviews often happen remotely. Signing has specific legal requirements, and we’ll walk you through your options. Read more.
Do I need to live in Florida to work with you?
No. What matters most is where your estate plan needs to work and be enforced, for example if you own Florida property or have family here. Read more.
How often should I update my estate plan?
We recommend a review every three to five years, and right away after events like a marriage, divorce, birth, move or major change in assets. Read more.
Can my estate planning documents be in Spanish?
Yes. We can coordinate a certified Spanish translation, so you understand every document you sign.
Ready to Protect Your Legacy?
One of our attorneys will review your goals and recommend the right plan, whether your assets and loved ones are in Florida or around the world.
