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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, our office is limiting the number of face-to-face appointments. We are also 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
17
2020

Understanding Different Types of Trusts

Most people wish to leave the valuable assets they acquired over the course of a lifetime, such as real estate and savings, to the next generation. One of the best ways to achieve this goal is by setting up a trust. A trust is a financial arrangement between three parties. In a typical trust the […]
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Jun
17
2020

How to Recertify for Medicaid

Medicaid is a government program that provides millions of Americans with health coverage and other benefits including nursing home care. The recipients of Medicaid include the elderly, disabled and low-income adults, pregnant women and qualifying children. Many of the services provided by Medicaid, such as doctor or hospital visits, nursing home stays and medicine, are […]
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Jun
17
2020

How Long Should I Keep These Documents?

In this day and age, it’s not uncommon to become inundated with bank stubs, receipts from purchases and other documents or scraps of paper of varying importance. While we cannot (and should not) hold on to everything, understanding which documents should be kept secure and safe and which documents can be replaced or are unnecessary […]
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