Practice Areas

Basic Estate Planning

Our goal is to listen, to assist our clients to identify their goals and help them develop strategies to address their needs during life and directions after death.  We help individuals and families plan  address their need to select trusted individuals to assist them as agents when they cannot act on their own to manage [..]

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The Family Protector Program

This is a lifetime program  that helps people in their desire to protect those that they love.  It is a lifetime program protecting families in a world of constant change.  We help empower people and protect their family initially by helping them assess their current situation and identify the risks the family may face in [..]

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Probate

Following the death of a loved one,  when the decedent owned assets in their name alone without a beneficiary, families sometimes have to navigate with the probate process. Probate is the court process required to transfer title to assets as directed by a will or state law when there is no will. We assist heirs, [..]

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Trust Settlement/The Family Transition Process

Following death of a person who had a trust, we assist with the Transition of Assets in accordance with the directions of the Trust.  If the trust is fully funded with assets that are integrated with the trust, court proceedings like probate are not required.  Trustees must render their services for the best interests of [..]

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Guardianship

This is the Process where a court will declare a person incapacitated and appoint a guardian to manage their person and property.  Many times a guardianship can be avoided if the person had completed basic estate planning documents including a power of attorney and health care power of attorney.  For persons who lose capacity without [..]

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Elder Care Planning

As a person ages, it is a challenge to find resources to fund the costs of long term care whether it be in the home, at an assisted living facility or a nursing home.  Florida Medicaid rules are complex and there is much misinformation out there, so many families struggle to understand what resources are [..]

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