Strategic Estate & Business Planning for Florida Families, Business Owners, and Medical Professionals
Attorney Sonia Muñoz Gallagher helps clients across Florida protect what they’ve built, plan for incapacity, and ensure continuity — through thoughtful legal strategy, not one-size-fits-all documents.
Key Takeaways
● Estate and business planning is about strategy, not just documents
● Florida law requires careful coordination for families, businesses, and professional practices
● Paid legal strategy sessions provide clarity before decisions are made
● Planning is an act of love — for family, employees, and legacy
What does a Florida estate and business planning attorney do?
A Florida estate and business planning attorney helps families, business owners, and professionals design legal strategies to protect assets, plan for incapacity, avoid unnecessary court involvement, and ensure continuity if something unexpected happens. This work goes beyond drafting documents and requires understanding Florida law, family dynamics, and long-term planning goals.
WHO ATTORNEY SONIA MUÑOZ GALLAGHER HELPS
Medical Professionals
Physicians and medical practice owners who need coordinated planning to protect licenses, income, family wealth, and practice continuity.
Families
Parents, couples, widows, and caregivers who want to protect children, avoid probate, and make decisions thoughtfully under Florida law.
Business Owners
Entrepreneurs and closely held business owners who want their business to continue if they become disabled, retire, or pass away
Planning Is Strategy — Not Paperwork
At Family Wealth Law, planning begins with understanding your situation, not selling documents. Attorney Sonia Muñoz Gallagher provides strategic legal guidance designed to identify risks, explain options, and help clients move forward with clarity. Every family, business, and practice is different — which is why meaningful planning starts with professional review and strategy.
How Clients Work With Us
Step 1: Education
Most clients begin by attending a free webinar or watching a replay to understand the landscape under Florida law.
Step 2: Strategy
Clients who want personalized guidance schedule a paid attorney-led strategy session, designed to provide clarity before decisions are made.
Step 3: Implementation
Only after strategy is clear do clients decide whether to move forward with legal planning services.
We offer the following attorney-led strategy sessions, depending on your situation:
●Family & Legacy Strategy Consultation™
● Estate & Asset Protection Strategy Session
● Care & Protection Planning Strategy Session™
These are not sales calls. They are reserved, paid strategy time designed for clients who value planning done right.
Do you offer free consultations?
We offer free educational webinars and resources. Personalized legal guidance is provided through attorney-led strategy sessions designed to give clarity before decisions are made.
Do you work with clients outside South Florida?
Yes. We serve clients throughout Florida via secure virtual meetings.
Is this legal advice?
No. Website content and webinars are educational only. Legal advice is provided during attorney-led strategy sessions.