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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

Apr
15
2021

Why You Should Keep Your Estate Plan Current

Has anything happened in the last ten (10) years of your life? Seems like a silly question to ask, but if your estate planning is more than ten years old, it likely isn’t an accurate reflection of your life today or the laws of your state of residence. As the commercial says, “Life happens fast.” […]
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Apr
15
2021

8 Important Points About Your Durable Power of Attorney

A durable power of attorney is designed to solve certain problems for individuals and their families – not create them. Making rushed decisions about this without considering the full legal consequences can create confusion, delays, and conflict in the family. If you carefully consider your options beforehand and take time to understand the powers you […]
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Mar
17
2021

What are the Differences Between Wills and Revocable Living Trusts?

When you start thinking about estate planning in Florida, the terminology can be a little intimidating: wills, trusts, powers of attorney, advance directives, living wills… It can get confusing. There are important differences between these estate planning tools, each accomplishing a different task (or multiple tasks in some cases) within a comprehensive estate plan. Think […]
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