We are the #1 Estate Planning Business in Florida

"Protect What Matters Most: Estate Planning is an Act of Love."

Your Trusted Estate Planning Attorneys and Financial Advisors in Miami & all Florida

WHAT WE DO:

✅ Estate Planning

✅ Living Trust & Wills

✅ Guardianship

✅ Wealth Management

✅ Retirement Planning

✅ Asset Protection

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Protect your business

⚠️"What would happen to your business and assets if something unexpected happened to you tomorrow? Do you have a clear plan to protect everything you’ve worked for?"

⚠️"Do your loved ones know exactly how to handle your estate if you were no longer here? Are they prepared to avoid probate and keep your wealth intact?"

⚠️"Are you confident that your estate plan can handle unforeseen financial obligations like creditors, lawsuits, or divorces that could drain your wealth?

⚠️"Have you ensured that your children will receive the inheritance you intended, or are they at risk of losing a significant portion to taxes or legal disputes?"

“A Trust in God and a Trust for Your Family: Secure Their Future with Love”

CONTACT

Protect your legacy

Protect your family

This helps ensure that your beneficiaries receive what you intend, rather than leaving it to state laws to decide.

Avoid Probate

A trust can help avoid the probate process, which is time-consuming, public, and costly. Your assets can be transferred quickly and privately.

Save in Taxes

Properly structured trusts can help reduce estate taxes and protect assets from creditors, providing more financial security for your beneficiaries.

Avoid family problems

By clearly stating your wishes in a will and trust, you reduce the chances of disputes among family members.

Meet the Team

ALEXANDRA RAMÍREZ, CFE

FOUNDER, FINANCIAL ADVISOR, ESTATE PLANNING & TAX EXPERT
ALEX ESPENKOTTER, ESQ.

ESTATE PLANNING TAX ATTORNEY
ALFONSO CORDERO, CPA

CPA & TAX SPECIALIST
RAQUEL NOA, ESQ.

ESTATE PLANNING ATTORNEY
FRANK ACOSTA, CFA

FINANCIAL ADVISOR, ESTATE PLANNING & TAX ESPECIALIST
CHRISTIAN RAMÍREZ

FINANCIAL SYSTEMS ENGINEER

"Don't Leave It to Chance: Your Will is the Final Word on Your Legacy."

Contact us!

"Secure Your Legacy: Plan Today to Protect Your Tomorrow."

Don’t let the government or the bank decide for you

Testimonials ⭐⭐⭐⭐⭐

Alexandra has been a great help to us, a great professional and a great blessing. I appreciate her amazing work on my estate planning needs!

Ruddy Gracia, Pastor
I am very pleased with Raquel and Alexandra, my attorneys, for helping me to create my trust and will. It is something that everybody should have. Thank you!

Bobby Cruz, Singer
We are very please to have Alexandra as our financial advisor and her legal team to work on our estate planning, trusts & wills for our business and family.

Martha Muriel & Andres Gutierrez, TOP Leaders President Herbalife
Thanks Alexandra and her amazing legal and financial team, for creating our estate planning! We have peace of mind and tranquility that our assets and family are protected.

Lizz & Ronald Rodriguez, Business owners