Harmony – Creating family peace and harmony through estate plans that work.
Giving – Leave a lasting legacy through a lifetime of giving.
Family – Every client is treated like a member of the family. Our goal is to create lifelong, lasting relationships.
Legacy – We help families create lasting legacies by passing on their wisdom, as well as their wealth, to those they love.
Peace of Mind – We help create estate plans that embrace your vision for leaving what you have, to whom you want, the way you want.
Florida’s only law firm with two attorneys board certified in both Wills, Trusts and Estates and Elder Law.
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.
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.
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.
Dispute Resolution, also known as alternative dispute resolution, is a process where a neutral and impartial third person acts to encourage and facilitate the resolution of a dispute without litigation. It is an informal and non-adversarial process.
Every year, tax brackets and exemption amounts are adjusted to reflect cost-of-living increases. For individuals creating or updating their estate plan, recognizing and understanding the impact of such changes is vital for beneficiaries.
If you have minor children, naming a trusted legal guardian is an important part of your comprehensive estate plan. Retain the services of a respected lawyer to ensure your rights, assets, and legacy are fully protected.
In estate planning, living trusts allow the Trustmaker to use and access trust assets while they are alive and well, provide for their care in the event of disability and ultimately provide lifetime protection for beneficiaries, including pets. However, creating a trust and then transferring real property into the name of the trust can be confusing.
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.