Estate Planning Attorney in Lauderdale-By-The-Sea, Florida
Lauderdale-By-The-Sea is a charming beach town where many residents own vacation rental properties, seasonal homes, or small commercial businesses along the coastline. Estate planning in this community often involves coordinating rental property ownership, managing seasonal residency across states, and ensuring advance directives are in place for retirees who have chosen this quiet coastal enclave. Mark Mastrarrigo P.A. helps Lauderdale-By-The-Sea residents create estate plans that address multi-property ownership, rental income streams, and the transition of beach-area real estate to the next generation.
Services for Lauderdale-By-The-Sea Clients
If you're in Lauderdale-By-The-Sea and you want your plan done correctly, these are the areas we handle most often:
Clients from Lauderdale-By-The-Sea visit our office at 5500 South Flamingo Road, Suite 205, Cooper City, FL 33330, or we can arrange a phone or video consultation.
Will & Trust Creation
Build a legally sound plan for how assets are managed and distributed
Learn more →Advance Directives
Document healthcare wishes and decision-making authority
Learn more →Asset Protection Planning
Structure assets to reduce avoidable risk
Learn more →Estate Tax Planning
Plan ahead to reduce estate-related tax exposure when applicable
Learn more →Business Succession Planning
Create a clear transition plan for business ownership
Learn more →Other Legal Services in Lauderdale-By-The-Sea
When Lauderdale-By-The-Sea Residents Typically Call
- Owning vacation rental or investment property near the beach
- Seasonal residents coordinating plans across multiple states
- Retirees establishing advance directives and healthcare surrogates
- Small business owners along the Commercial Boulevard corridor
- Transferring beach-area property to children or family members
Learn More
If you're looking for estate planning help in Lauderdale-By-The-Sea, start with our Cooper City estate planning services. You can also learn more about estate tax planning. For additional information, see Florida homestead exemption guide.
How It Works
Consultation
We review your goals, assets, and concerns
Plan Design
You get the right structure (will, trust, directives, and supporting documents)
Execution
Documents are finalized and signed properly, with guidance on next steps
Local Resources for Lauderdale-By-The-Sea Residents
Lauderdale-By-The-Sea residents with probate filings or estate administration matters work through the Broward County court system. The Clerk of Courts handles all estate-related filings for Broward County municipalities. Broward County Clerk of Courts
FAQs
How should vacation rental property owners in Lauderdale-By-The-Sea plan their estates?
Rental properties generate income and have unique tax implications. A trust can hold rental property, allowing it to transfer without probate while providing clear instructions for management or sale. Beneficiary designations should account for ongoing rental obligations and income distribution.
Do I need separate estate planning for my Lauderdale-By-The-Sea property and out-of-state home?
If you own property in multiple states, ancillary probate may be required in each state without proper planning. A revocable living trust funded with properties from both states can avoid probate in all jurisdictions, saving your beneficiaries significant time and expense.
What estate documents should retirees in Lauderdale-By-The-Sea have?
At minimum, a will or trust addressing property and assets, a durable power of attorney, a healthcare surrogate designation, and a living will. If you moved from another state, these should be reviewed and updated to comply with Florida law.
Serving Lauderdale-By-The-Sea and Surrounding Areas
Our office is located in Cooper City, and we regularly serve clients in Lauderdale-By-The-Sea and nearby communities throughout Broward County. We offer both in-person and online consultations to accommodate your schedule.
Schedule an Estate Planning Consultation
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