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Estate Planning Attorney Fort Lauderdale | Wills, Trusts & Business Succession | Richard Corey

Updated: Jun 9

Estate Planning Attorney — Fort Lauderdale, Florida

Estate planning is the most important legal investment you will ever make — and the one most people delay until it is too late. At The Law Offices of Richard Corey, PLLC, we provide comprehensive estate planning for entrepreneurs, business owners, professionals, athletes, entertainers, and families throughout South Florida. We approach estate planning with the same strategic precision we bring to complex litigation — because protecting what you have built requires the same rigor as building it in the first place.

Why Every Entrepreneur and Business Owner Needs an Estate Plan

Your business is likely your most valuable asset. Without proper estate planning, your business can be paralyzed by your incapacity, destroyed by family conflict after your death, or subjected to unnecessary probate costs and delays. A well-designed estate plan ensures your business continues to operate, your partners and co-owners know your wishes, and your family is protected regardless of what happens to you.

Core Components of a Florida Estate Plan

Last Will and Testament — Your will specifies how your assets should be distributed after your death, names an executor to administer your estate, and designates guardians for minor children. Without a will, Florida's intestacy laws determine who receives your assets — and the result may not reflect your wishes.

Revocable Living Trust — A revocable trust allows your estate to pass to your beneficiaries without going through probate — saving time, legal fees, and maintaining privacy. Unlike a will, a trust does not become part of the public record. For business owners and entrepreneurs with significant assets, a revocable trust is often the cornerstone of the estate plan.

Durable Power of Attorney — Designates a trusted person to manage your financial and legal affairs if you become incapacitated. Without this document, your family may need to petition a court for guardianship — an expensive and time-consuming process.

Healthcare Surrogate & Living Will — Your healthcare surrogate makes medical decisions on your behalf if you are unable to do so. Your living will specifies your wishes regarding life-sustaining treatment in end-of-life situations.

Asset Protection Planning — Florida law provides powerful asset protection tools available nowhere else in the country, including an unlimited homestead exemption, tenancy by the entireties for married couples, and exempt retirement accounts. We design asset protection structures that shield your wealth from future creditors while preserving your full access and control.

Business Succession Planning — For business owners, the estate plan must address what happens to the business when you die, become disabled, or decide to retire. Buy-sell agreements funded by life insurance, succession provisions in operating and shareholder agreements, and proper beneficiary designations are essential components of a complete business succession plan.

Contact a Fort Lauderdale Estate Planning Attorney

Contact The Law Offices of Richard Corey, PLLC at 954-789-0461 or legal@rcenterpriselaw.com to schedule your estate planning consultation. Serving Fort Lauderdale, Broward County, Miami, Palm Beach County, and all of Florida.

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