Estate Planning

Estate Planning

We celebrate life and all its intricacies. We want to get to know you – your family dynamics, lifestyle, goals and financial status. Then, we craft estate plans to achieve peace of mind, security and smooth transitions.

Our estate planning services include the use of revocable living trusts and irrevocable trusts, special needs trusts and wills as well as financial and health care directives such as the durable power of attorney, living will, designation of health care surrogate and designation of pre-need guardian.

Our clients range from families with young children to recent empty-nesters and our beloved aging parents. Our team of caring professionals enjoy connecting with people and providing them with the security they need in the event of tragedy.

July 21, 2021

Who Is Controlling Your Finances?

Exploitation of senior citizens is on the rise. Often we think of this in terms of scammers who call to steal money by using lies about […]
August 31, 2020

The First Step in a Child Protection Plan

Do you know that child protection planning is a part of estate planning? Child protection planning encompasses much more than financial assets. The most important aspect […]
August 29, 2020

If a Crisis Happens – Have a Plan You Can Trust!

A solid estate plan based on Florida law is meant to provide peace and comfort in times of need. Just like insurance, no one wants their […]
August 6, 2020

Do I Really Need to Include Social Media in an Estate Plan?

Consider how much information you keep on your social media profile before dismissing the idea of including it as part of your estate. Adding it to […]