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Partners in planning. Friends for life.

Our Motto is “Partners in planning. Friends for life,” because it embodies our philosophy of working side by side with our clients to co-create their estate plans, while enjoying a life-long relationship as friends and trusted advisors.

Our Mission is to provide the highest quality legal services, focusing on education, the client experience and development of life-long relationships, to create and support valued and lasting planning for our clients and the ones they love.

Florida’s only law firm with two attorneys board certified in both
Wills, Trusts and Estates and Elder Law.

Estate Planning

Estate planning is a process designed to allow you to control your property while you are alive and well; plan for yourself and your loved ones in the event of your disability and then give what you have, to whom you want, when you want, the way you want.

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Elder Law

Elder law is not necessarily defined by any specific technical legal distinctions. Rather, elder law is more accurately defined by the people that it serves—older individuals, most commonly referred to as seniors or elders.

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Special Needs Planning

Special needs trusts (also sometimes referred to as “supplemental needs” trusts) allow a disabled beneficiary to receive gifts, lawsuit settlements, or other funds and still be eligible for certain government programs.

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Trust and Estate Administration

Formal Probate Administration, Summary Probate Administration and Trust Administration.

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Latest News

Jan
21
2020

Selling Property in a Revocable Trust in Florida

A revocable living trust is one of the most important and useful tools in the estate planning process. It allows you to create instructions for what happens to assets owned by the trust while you are alive and well, in the event you become disabled and after you pass away.
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Nov
05
2019

Tax considerations For Estate Administration in Florida

We spend our lives working hard to accumulate assets we can pass down to our children and families after we die. Part of that hard work needs to include estate planning to ensure the property and assets we leave behind make it to our loved ones as intended
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Oct
29
2019

Selling Estate Property During Probate and Estate Administration in Florida

Some people pass away leaving only their home or other real estate behind. Estates that are made up almost exclusively of real estate and personal items are subject to the same guidelines as any other estate.
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