At The Lineage & Legacy Law Firm, we provide comprehensive legal solutions designed to protect families, businesses, and assets throughout the state of Florida. Our team specializes in Estate Planning, Kids' Protection, Asset Protection, Elder Law, Special Needs Planning, and Business Succession.
We understand that each client’s situation is unique, which is why our
practice areas focus on creating
personalized strategies that reflect your family’s values, your business goals, and your long-term legacy.
Estate Planning & Legacy Preservation
Estate planning is more than creating a will—it’s about preserving your legacy and ensuring your wishes are honored:
- Wills and Trusts: Ensure your assets transfer efficiently and according to your wishes.
- Powers of Attorney: Appoint trusted individuals to make financial or healthcare decisions on your behalf.
- Healthcare Directives: Clearly communicate your medical preferences to loved ones and healthcare providers.
- Legacy Planning: Pass on more than property—preserve values, traditions, and family culture.
Our estate planning services are designed to avoid probate, minimize taxes, and reduce legal disputes, giving you peace of mind and protecting your family’s future.
Kids Protection Planning
We help parents and guardians secure the future of their children in the event of unexpected circumstances. Our Kids Protection services include:
- Naming guardians and backup trustees for your children.
- Creating trusts for minors to manage assets responsibly until they reach maturity.
- Planning for pet guardianship guarantees the care of your animals.
- Avoiding court intervention and unnecessary delays.
This planning is essential for families who want to protect their children and ensure a smooth transition of care and resources.
Asset Protection Planning
Our asset protection services safeguard your wealth against unforeseen challenges, including lawsuits, creditors, or financial risks. We provide:
- Strategic trust creation and structuring.
- Business entity protection to shield personal assets.
- Risk management strategies tailored to your unique situation.
With proactive planning, you can protect your hard-earned wealth, keep your family secure, and ensure your legacy remains intact.
Family Supporting a Person With Disabilities
Families with loved ones who have special needs face unique legal and financial challenges. We help design plans that:
- Establish special needs trusts.
- Coordinate government benefits and eligibility.
- Provide lifetime support without jeopardizing benefits.
- Ensure long-term care and financial stability.
Our goal is to provide peace of mind to families knowing their loved ones will be cared for no matter what the future holds.
Elder Law & Long-Term Care Planning
We guide clients through the complex legal landscape surrounding aging and long-term care. Services include:
- Medicaid eligibility planning.
- Long-term care strategies and insurance coordination.
- Powers of attorney and healthcare directives.
- Asset protection during elder care transitions.
Our elder law services ensure dignity, security, and continued family support for aging loved ones in Florida.
Business Planning & Succession
Your business is an important part of your legacy. We provide:
- Business formation and structuring guidance.
- Partnership and shareholder agreements.
- Succession and exit planning strategies.
- Asset protection integrated with estate planning.
Whether you’re a small business owner or managing a growing enterprise, our team helps ensure your business thrives across generations.
Why Our Practice Areas Matter
We combine expertise, strategy, and a personal touch to deliver legal solutions that:
- Protect your family, assets, and business.
- Reduce stress and minimize legal disputes.
- Align with your values and long-term goals.
- Provide clarity, transparency, and actionable planning steps.
By addressing all areas of legacy, we ensure clients have
a comprehensive plan that covers life’s complexities.
