Servicing clients in the state of Florida and beyond
An estate plan is essential to a family’s financial health. Even when someone has no immediate family, an estate plan can ensure that their wishes are honored, that property passes to a person or organization of their choosing, and that it will do so without a heavy tax burden.
For more than 35 years, Veliz & Associates, P.A. has protected countless families and their hard-earned assets, as well as implemented numerous business succession plans to success. Our Coral Gables estate planning lawyer will listen to you, map out an estate planning strategy, and follow through with thoughtful advocacy as you secure your future financial privacy and family harmony. While others may buy an office in Coral Gables without being based here, we are truly local and are committed to our clients’ success.
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Years Law Experience
Fast Turnaround & Client Support
Exceptional Client Service
For many families, the family business is the main asset and there may be obstacles related to the transfer of the business to the next generation. We can guide you towards the right decisions through the proper conversations.
Learn MoreWe use the initial consultation to learn about your family and financial circumstances, your objectives, and desires so we can recommend the best trust-based plan.
Learn moreIf a person dies owning property/assets of any type in solely their individual name, their estate must go through probate so the decedent’s heirs can receive title to the assets.
Learn MoreAt a time when litigation has exploded, no business or professional activity is exempt from the increasing risks of being sued. Learn how to protect your assets.
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We are dedicated to serving families with integrity, expertise, and a deep commitment to understanding and fulfilling their unique estate and legacy planning needs.
Our mission is to provide comprehensive, personalized service that exceeds expectations, ensuring that each client feels heard, valued, and empowered throughout the planning process.
We prioritize listening attentively to our clients, understanding their goals, concerns, and aspirations for their wealth and legacy.
Some people think trusts are only for the ultra-rich, but they are versatile instruments, and there are several kinds of trusts that accomplish specific objectives. One of their most valuable features is that property in a trust is not subject to probate. Probate is the judicially supervised process where an administrator gathers a deceased person’s property, pays their debts, and distributes the remaining property to their heirs. Probate can be expensive and could take over a year to complete. When property is in a trust, there is no need for probate and the beneficiaries can receive it immediately.
Irrevocable trusts can protect assets from creditors and help a family avoid estate taxes. Revocable trusts do not offer protection against creditors, but they allow the owner to maintain control over the property in the trust and change the trust’s terms at will. An estate planning attorney based in Coral Gables could further explain the advantages and disadvantages of each form of trust.
Eventually, many people may require home health care or admission to a long-term care facility or nursing home. There are specific requirements depending on whether the trust is intended to support a person with disabilities that manifested before age 18 or an older person who needs long-term care due to an accident or age-related condition. A Coral Gables attorney could advise on the estate planning measures that would be most effective in a specific case.
Florida Statute § 765.202 allows the designation of a healthcare surrogate. This person has the authority to make healthcare decisions for someone who has become incapacitated or unable to communicate their wishes. A durable power of attorney is another important document that allows a designated person to handle financial matters for an incapacitated person. Both documents are critical elements of a comprehensive estate plan.
Ana M. Veliz is the sole shareholder of Veliz & Associates, P.A. with offices in Coral Gables. Ana practices in the area of estate planning and administration including Trusts, Wills, business succession planning and asset protection. She also handles Probate Proceedings.
Meet The TeamAna Veliz and her team are spectacular. The utmost Professinal and extremely knowledgeable in all matters pertaining to estate and trust planning. I wouldn’t use anyone else period!
We found her very helpful, knowledgeable & experienced. Her team are very qualified as well.
Mrs Veliz did a wonderful estate plan for our family and was very detail oriented and knowledgeable. We highly recommend her.
Ana Veliz is a very knowledgeable estate planning attorney.
We evaluate your case and determine how we might be able to help.
We will meet with you to discuss your next options and lay out a plan.
Our team guides you throughout the process so you feel confident about your choices.
An estate plan provides peace of mind for you, and security for your spouse and children. Estate plans can benefit people of all income levels but are especially helpful for those with significant assets and wealth.
A Coral Gables estate planning lawyer works with you to preserve your wealth, protect yourself in case of death or disability, and minimize tax liability. Reach out today to learn how an estate plan from Veliz & Associates, P.A. could help you.
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(305) 250-9917