ESTATE PLANNING IN MIAMI BEACH, FLORIDA-HOW DO I PROTECT MY BUSINESS?

June 19, 2026

Whether you are a real estate investment business, a family owned business, a part of a partnership, corporation, or a sole proprietor, your business matters and needs to be included in your planning. Business planning is not a one size fits all and needs to be handled with care.

IF I DON’T PLAN, WHAT HAPPENS? 

If there is no succession planning, incapacity planning, and death planning, your business becomes vulnerable in an instant. A death could force a probate process; and an incapacity could be potentially worse!  Planning for your business is non-negotiable. Estate planning saves you time and money and protects your loved ones, your assets, and your wishes. Call me today to get started on your planning.  

WHAT ARE SOME COMMON ESTATE PLANNING MISTAKES MIAMI BUSINESS OWNERS MAKE?

  1. Failing to coordinate business interest with your estate plan.
  2. Relying on a will alone guarantees probate court involvement.
  3. Treating succession planning as some day one day. The time is now.
  4. Leaving plans outdated as the business grows. 
  5. Failing to connect operating, shareholder, or partnership agreements with your estate planning goals.
  6. Overlooking incapacity planning, abilty, or forgetfulness. 

WHAT ARE THE FIVE QUESTIONS I NEED TO ANSWER TO BEGIN BUSINESS PLANNING?

  1. What and where are my assets; including real estate, investments, and bank accounts owned by the business? 
  2. Who do I want to leave in charge of my business and business finances? 
  3. Who do I want to make business decisions for me?
  4. Where do I want my business money to go?
  5. Who are my loved ones and at what ages should they have access?

WHY SHOULD I USE ALLY M. GLASER, PA TO HANDLE MY WILLS AND TRUSTS, ESTATE PLANNING, AND PROBATE MATTERS?

I sell peace of mind and protect my clients and their loved ones with my holistic approach to estate planning. I am authentic, knowledgeable, and caring. As an Estate Planning, Wills and Trusts and Probate Attorney in Miami Beach, Florida with almost thirty years of experience and both a Psychology and Law degree, I handle these matters with knowledge and sensitivity. I am familiar and comfortable with both the Miami-Dade probate court system and Broward County probate court and I know how to get things done. I handle both estate planning and probate cases, thus, I am familiar with the challenges of each and provide my clients with additional protections. I am happy to help you and your loved ones during this important process. I enjoy helping people plan and have done so for almost thirty years. Call or email today and I can protect you and your loved ones too. I look forward to giving you peace of mind and making this an easy process for all involved.