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 in order 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 (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.
A full house liquidation after the loss of a loved one can be an emotional, overwhelming, stressful, complicated and extremely time-consuming ordeal. That’s why it’s so important to develop a comprehensive plan for full house liquidation that is both fast, efficient and profitable
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Oviedo, Florida — The National Academy of Elder Law Attorneys (NAELA) established May as National Elder Law Month. The purpose is to educate older Americans and their families on powers of attorney, elder financial exploitation, living trusts, Medicare, Medicaid, long-term care insurance, and other important issues facing seniors. Continuing a legacy of supporting and serving […]