We’re Moving!

We are in the processing of moving our office to 2480 Fruitville Road.  Our new office will be easily accessible from either Fruitville Road or Ringling Boulevard via South Jefferson Avenue.  We hope to have the new office up and running by November 1st.  Please stop in to see our new digs!  Click here for […]

Lakewood Ranch: What is an Irrevocable Trust?

Lakewood Ranch: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are irrevocable trusts and how can they benefit you and your beneficiaries? This type of trust is one that, once signed, cannot be changed. This […]

Venice: What is an Irrevocable Trust?

Venice: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are irrevocable trusts and how can they benefit you and your beneficiaries? This type of trust is one that, once signed, cannot be changed. This means […]

Why a Revocable Trust in Lakewood Ranch Might Be a Good Option

Why a Revocable Trust in Lakewood Ranch Might Be a Good Option Circumstances and relationships in your life can change over the course of years. This can make estate planning seem complicated as you don’t want to set it up one way and later decide that was not the best way to do it. Revocable […]

What is a Living Will in Sarasota?

What is a Living Will in Sarasota? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living will is also known as an advanced directive. It is imperative that you make your wishes known and what you’d like to have happen. Most […]