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As the global COVID-19 public health emergency continues to spread, it is creating challenges for families and businesses worldwide. For the safety of our clients and our staff, the office is currently closed to the public. Although we will be working remotely, we are accepting new clients. We are available for telephone or video conferencing. Please don’t hesitate to contact us. We are here for you.

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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

Jun
02
2020

Extension to File Company’s Annual Report

Still haven’t filed for your Florida based company’s annual report? That’s ok! This year, Due to the concerns over the coronavirus (COVID-19) crisis, the Florida Division of Corporations has given you an extension until June 30, 2020 to file your annual reports without any late penalties or fees.
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May
26
2020

The Role of Life Insurance in Estate Planning in Florida

Creating a sound estate plan provides not just security for your family and loved ones after you die, but peace of mind for you while you are alive.
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May
19
2020

What is a Charitable Lead Annuity Trust in Florida?

When planning your estate, you may decide that in addition to taking care of your family, friends and pets, you also want to donate a portion of your assets to charity. There are a variety of options that will allow you to make charitable contributions to the organizations of your choice, while also providing for your beneficiaries.
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