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.
A living will is a written directive that allows you to state your wishes regarding what sort of end-of-life care you want to receive. Florida law recognizes the right of any capable adult to create a living will, which can then be used if that person becomes incapacitated and unable to communicate their wishes to their doctor and loved ones.
The state of Florida recognizes the right of any capable adult to create an advance directive known as a health care surrogate designation. This designation is typically used to allow your named surrogate (and their successors) to make every day medical care decisions like consent to surgery, consent to treatment, admission to a health care facility and the hiring and firing of doctors, nurses and therapists.
A durable financial power of attorney in Florida is a simple and reliable way to arrange for someone to manage your finances if you become incapacitated and are no longer able to make your own financial and legal decisions.
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.