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Located in Orlando While Serving the World
From estate planning to estate business and more, knowledgeable guidance and understanding will prepare you for a bright and successful future. Paula Montoya Law is dedicated to establishing substantial results and long term security in all legal aspects of your daily life. We focus on working with both local and international clients, as individuals, families, and business owners in need of trustworthy representation. We help you make crucial and informed decisions that will ensure your short and long term goals are met with noticeable and satisfactory results. We promise to represent our clients with an honest approach, clear strategies and smart advice.

Our services include:

Orlando Estate Planning

International Estate Planning

Business Law

Probate

Real Estate

Intellectual Property

Secure your well-being with peace of mind in your legal matters. Call today to schedule your first appointment.

PROTECT YOUR LEGACY AND LOVED ONES WITH A COMPETENT ORLANDO ESTATE PLANNING ATTORNEY AND ORLANDO PROBATE ATTORNEY
Failure to complete preparations for your final wishes puts lifelong achievements at immeasurable risk. Without clear documentation, you force your loved ones to endure the stressful task of managing your assets and paying unnecessary taxes and probate fees. Even if you prepare a will overseas, without due help from a qualified estate planning attorney, it is possible of leaving no means of ensuring that your final wishes are met and your beneficiaries properly protected.

At Paula Montoya Law in Orlando, we specialize in the unique intricacies of estate planning. Both local and international estate planning can seem a daunting task with innumerable details and difficult complexities to navigate. However, with the assistance of a qualified estate planning attorney in Orlando you can protect your legacy and eliminate the confusion and costs that so often accompany a disorganized estate.

ORLANDO ESTATE PLANNING ATTORNEY
One of the most important decisions that you will make in life when it comes to your legacy is how to plan to have your estate divided up among relatives and family members. Ensuring this is done properly, efficiently and without question is a key to preventing family disputes, ruined relationships and extended periods of time in which your family is engaged in probate court. Obtaining a qualified Orlando estate planning attorney is the most important step to protecting yourself and your loved ones.

Have you found the right attorney to properly plan your estate? There are several factors that go into finding the right Orlando estate planning attorney for your specific situation. Obtaining a knowledgeable and experienced estate planning attorney in Orlando can:

Allow you and your family to organize smooth transition of assets after your death

Shield the assets you have from exorbitant death taxes that could eliminate up to 40% of your wealth

Prevent your wealth and assets from being tied up in probate court for extended periods of time

Ensure any family businesses are smoothly transitioned to heirs without major legal or tax implications

Allow you to distribute your wealth to charities, family members, children and your spouse

ESTATE PLANNING FOR FOREIGN NATIONALS
When we get into the legal arena for immigrants and foreign nationals it becomes even more imperative to hire an Orlando estate planning attorney that is familiar with international estate planning. Paula Montoya Law specializes in both estate planning and international business planning, so you can rest assured that we know how to plan your estate and business to avoid having the lion’s share taken away by the federal government.

Currently, American citizens and green card holders are shielded from the estate tax for fortunes up to $5.49 million dollars, meaning they pay no taxes on the first $5.49 million that is transferred to their heirs. After that amount, without proper Orlando estate planning, you will be subject to a 40% tax rate.

But what about non-residents of the U.S. (also known as NRAs)? Surprisingly, without proper Orlando estate tax planning, a NRA will be subject to tax on their estate for anything over $60,000 in value. But, there are options available to mitigate this incredibly low limit on assets and wealth subject to the U.S. estate tax.

As an Orlando estate planning lawyer and an Orlando business attorney, we know ways to structure your estate so that your loved ones are not left with essentially half of what you worked so hard to obtain while living in the United States. These methods are intricate and involved, so it is imperative that you get in contact with Paula Montoya Law today to start planning your Orlando estate as a non-resident alien or non U.S. citizen.

IS YOUR ORLANDO ESTATE PLANNING WHERE IT NEEDS TO BE?
As an Orlando estate planning attorney, I am here to review your estate planning and ensure that you are properly protected and shielded from unnecessary and undue taxes by the government and to allocate as much of your inheritance as possible to your heirs. To do this properly, there are several instruments that must be taken into account, reviewed and created if they are not currently part of your planning. These instruments include:

Wills – Last Will and Testament discloses how you want your assets and wealth distributed to people in your life. These can include children, grandchildren, nieces, nephews, spouses, friends and charities. The Last Will and Testament can also dictate who takes care of your children as their guardian in the event of an untimely death. Without a Last Will and Testament, your assets will be subject to Florida Law and may not end up being distributed the way you would prefer or intend. Make sure you consult an estate planning attorney in Orlando to have this document properly drafted.

Trusts – A Trust may avoid the probate process and control how assets are distributed to your beneficiaries over time. Trusts are not public documents and are not filed with probate so you have the added benefit of privacy from government onlookers. Trusts can also help in shielding your assets from taxation and you can even have a revocable trust that names yourself as a trustee with complete control over the trust until your death. An experienced Orlando estate planning attorney will know how to properly establish trusts for you and your family.

Powers Of Attorney – This can become extremely important in the event of loss of cognitive thinking ability in cases such as dementia or a debilitating accident. Powers of attorney allows the designated individual to make decisions on behalf of yourself in the event you are unable to do so yourself. Having an Orlando estate planning attorney properly set this up and designate the best candidate can be imperative to protecting your assets in the event you can no longer make the best decisions for your estate.

Living Wills – A living will is very important to have drafted by an estate planning attorney in Orlando in order to make sure that your family and the courts know what to do in the event that you are in a terminal, vegetative or end-stage condition. Having situations like these pre-planned will take the burden off of your family members to try and decide what to do should you be in a position where you may never recover and regain consciousness.

Probate – When you pass, your Last Will and Testament will dictate how your assets are distributed, or if you have no will your assets will be distributed according to Florida law. This process takes place in a Florida probate court. Having assistance and guidance by a qualified Orlando estate planning attorney will give your family peace of mind and assurance that your wishes are being fulfilled the way they were meant to be.

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