Estate Planning Attorney in Sunrise, Florida
Sunrise residents range from first-time homeowners to retirees, each with distinct estate planning priorities. Whether protecting a starter home from probate or structuring retirement account beneficiaries, Mark Mastrarrigo P.A. provides Sunrise families with estate plans tailored to their specific life stage and asset profile.
Services for Sunrise Clients
If you're in Sunrise and you want your plan done correctly, these are the areas we handle most often:
Clients from Sunrise 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 Sunrise
When Sunrise Residents Typically Call
- Purchasing your first home
- Approaching or entering retirement
- Reviewing outdated beneficiary designations
- Planning for potential long-term care needs
Learn More
If you're looking for estate planning help in Sunrise, start with our Cooper City estate planning services. You can also learn more about estate tax planning. For additional information, see how to avoid probate in Florida.
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 Sunrise Residents
Estate administration in Sunrise requires filings with the Broward County probate court. The Clerk of Courts provides resources for understanding the probate process and accessing court records related to estate matters. Broward County Clerk of Courts
FAQs
Should I update my estate plan when I retire?
Yes. Retirement often brings changes in income sources, asset values, and healthcare needs. Reviewing beneficiary designations on retirement accounts and updating healthcare directives are particularly important.
How do retirement accounts fit into estate planning?
Retirement accounts pass by beneficiary designation, not through your will. Ensuring these designations are current and coordinated with your overall estate plan prevents unintended results.
Can estate planning help with long-term care costs?
Advance planning can help protect assets while maintaining eligibility for benefits. This requires careful timing and structure, as last-minute transfers can create problems.
Serving Sunrise and Surrounding Areas
Our office is located in Cooper City, and we regularly serve clients in Sunrise and nearby communities throughout Broward County. We offer both in-person and online consultations to accommodate your schedule.
Schedule an Estate Planning Consultation
Or use the form to request an appointment