Estate Planning

Guiding You Through Legal Challenges

Estate Plans Tailored to Your Needs.

Providing estate planning services tailored to the specific needs and wants of clients in Sarasota, Manatee and Charlotte Counties. Helping people give the property that is important to them to whom they want, when they want, under the conditions that they want. Trust planning to eliminate probate expenses and to provide maximum control to the client while they are alive and continuing after, without court oversight.

Types of Estate Planning Services Offered
  • Wills
  • Powers of Attorney
  • Health Care Surrogate
  • HIPAA Medical Authorizations
  • Living Trusts
  • Special Needs Trusts
  • Medicaid Asset Protection
  • Business Formations &
    Succession Planning