Wills, Trusts , Estate
& Tax Planning
Tax Attorney & CPA in Miami, FL
Estate & Tax Planning Lawyer in Doral, FL
Angel R Lopez PA helps business owners and families plan, protect,
and pass on their assets with professionally drafted wills, trusts, and
complete estate planning services.
Our firm also provides tax strategy, IRS audit support, and
accounting services—ensuring you receive comprehensive tax
strategy and financial protection.
Protection, and Peace of Mind
Business owners and families often face uncertainty when planning their estates—
outdated or missing wills, unclear asset distribution, potential probate delays, and
unresolved tax matters can create stress, legal complications, and unnecessary costs.
Our firm provides comprehensive tax planning advise for Companies, LLC, Partnerships,
& Estates to protect assets, minimize liabilities ans maximize long term compliant and
beneficial tax position.
Our Estate & Tax Services
Protect your assets and ensure a smooth transfer of wealth with well-structured trusts and estate planning strategies designed to provide long-term security and peace of mind.
- Asset protection and distribution
- Revocable and irrevocable trusts
- Real estate and property planning
- Tax-efficient estate structures
Will & Probates
Ensure your wishes are honored and guide your loved ones through the probate process with clear, legally sound wills and professional probate representation.
- Will drafting and updates
- Probate filings and court guidance
- Executor and beneficiary support
- Estate administration assistance
IRS – Florida Audits
Professional representation to handle IRS audits and notices with accuracy, strategy, and confidence, protecting your rights every step of the process.
- IRS notices and correspondence
- Audit representation
- Resolution strategies and negotiations
- Compliance guidance
Tax Planning Strategy
Strategic tax planning designed to minimize liabilities, protect your assets, and support smarter financial decisions for individuals and businesses.
- Personalized tax planning
- Asset and income tax strategies
- Estate and trust tax planning
- Long-term financial optimization
Additional Services
Complementary legal and financial services designed to support your estate, business, and long-term planning needs.
- Early Bird Deed (Enhanced Life Estate Deed)
- Business creation (LLC, corporations, partnerships, trusts)
- Tax accounting for businesses and trusts
- Business advisory and acquisitions
About Us
Angel R. Lopez, CPA, MBA, ESQ., is the founder and principal of Angel R. Lopez, PA, a firm specializing in tax strategy, tax compliance, and legal advisory services. As both a Certified Public Accountant (CPA) and an Attorney, he provides a comprehensive approach to business tax planning, IRS compliance, and financial strategy for individuals, entrepreneurs, and small to mid-sized businesses. Mr. Lopez holds a Master’s degree in Business Administration and Finance and is a member of the Florida Bar and the American Institute of Certified Public Accountants (AICPA). He is admitted to practice before the United States District Court for the Southern District of Florida, the United States Tax Court, and courts throughout Florida.
His practice also focuses on probate and estate planning, helping clients protect assets, optimize wealth preservation, and ensure efficient asset transfer. By integrating accounting, legal, and financial expertise, Angel R. Lopez, PA delivers strategic, results-driven solutions tailored to meet the evolving needs of its clients.
Industries & Clients We Support
Why Choose Our Firm
Choosing the right legal partner makes a difference. Our firm is committed to providing clear guidance, reliable solutions, and long-term peace of mind.
🔹 Estate Planning Focus
We specialize in wills, trusts, and estate planning, ensuring your assets are protected and your wishes are clearly documented.
🔹 Tax Attorney & CPA Expertise
Our combined legal and accounting background allows us to approach estate and tax matters with a comprehensive and strategic perspective.
🔹 Clear, Practical Guidance
We explain every step in plain language so you can make informed decisions with confidence.
🔹 Personalized Attention
Every case is handled with care, discretion, and a tailored approach based on your goals and circumstances.
🔹 Comprehensive Support
In addition to estate planning, we provide probate guidance, tax strategy, IRS audit assistance, and accounting services—so you have everything in one place.
🔹 Local Knowledge
We proudly serve families and business owners in Miami and Doral, with deep knowledge of Florida laws and local requirements.
Frequently Asked Questions
Do I need both a will and a
Many families benefit from having both. A will covers guardianship and instructions, while a trust helps avoid probate and protects assets more efficiently.
What happens if I pass away without a
Florida law will decide how your assets are distributed, which may not reflect your wishes and can cause delays for your family.
How often should I update my estate
Every 3-5 years, or after major life changes such as marriage, divorce, having a child, or purchasing property.
Does probate apply if I have a trust?
A properly structured trust can help avoid probate, but some assets may still require court involvement depending on how they’re titled.
Can IRS issues affect my estate?
Yes. Unresolved tax matters can complicate estate administration, which is why combining estate planning and tax strategy is essential.
Start Your Estate Planning With Confidence
Get clear, personalized support for your Wills, Trusts & Estate needs so your assets stay secure and your loved ones stay protected.
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