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.
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 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.
If you are creating your estate plan and would like to set up a spendthrift trust to protect one or more of your adult loved ones, consult with an experienced estate planning attorney first. Your attorney can review your objectives, as well as the size of your estate, and help you devise a plan that fulfills your wishes.
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.