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.
When you apply for Medicaid, the state will review your financial records for the previous five years. That means that you may need to have a plan in place for your assets at least five years before you apply for Medicaid. This 5-year look-back period means you cannot just give away your assets or sell them for less
Many people put off estate planning and find themselves unable to get help when they need it. When a person loses their mental capacity, planning options are limited. Planning ahead for long term care needs, including Medicaid eligibility, helps ensure your spouse and family will continue to have financial stability if you need long-term care.
We love our pets. They are family members who give us unconditional love. We have a deep bond with them. Unfortunately, it’s estimated that about 500,000 pets are euthanized every year because their pet parents did not have a written plan for their care.
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.