Dedicated to

PROVIDING
PEACE OF MIND

Estate Planning

Dedicated to

MAKING
A DIFFERENCE

Elder Law

Dedicated to

ADVOCATING FOR
YOUR LOVED ONE

Special Needs Planning

Serving the Community

SINCE 1985

Dedicated to

PROVIDING
PEACE OF MIND

Estate Planning

Dedicated to

MAKING
A DIFFERENCE

Elder Law

Dedicated to

ADVOCATING FOR
YOUR LOVED ONE

Special Needs Planning

Serving the
Community

SINCE 1985

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Our Practice Areas

Estate Planning for Second Marriages
Estate Planning for Snowbirds
Planning for LGBTQ Families
Charitable Gift Giving
Retirement Planning
Disability Planning
Social Security Disability
Estate Tax Planning
Veteran Benefits

Estate Planning

Care Consulting
Pooled Trusts
Retirement Planning
Veterans Benefits

Elder Law

Special Needs Planning
Pooled Trusts
Social Security Disability
Settlement Planning
Care Consulting
Veterans Benefits

Special Needs / Disability

Adults with Functional Limitations
Adults with Intellectual Disabilities
Guardianship for Minors

Guardianship

Trust & Estate Administration
Probate
Fiduciary Services
Trust & Estate Litigation

Trust & Estate

Planning for Eligibility
Medicaid Applications
Pooled Trusts

Medicaid Planning

Business Succession Planning

Small Business

Residential Sales & Purchases
Commercial Sales & Purchases
Leasing

Real Estate

Estate Planning

Care Consulting
Pooled Trusts
Retirement Planning
Veterans Benefits

Elder Law

Special Needs Planning
Pooled Trusts
Social Security Disability
Settlement Planning
Care Consulting
Veterans Benefits

Special Needs / Disability

Adults with Functional Limitations
Adults with Intellectual Disabilities
Guardianship for Minors

Guardianship

Trust & Estate Administration
Probate
Fiduciary Services
Trust & Estate Litigation

Trust & Estate

Planning for Eligibility
Medicaid Applications
Pooled Trusts

Medicaid Planning

Business Succession Planning

Small Business

Residential Sales & Purchases
Commercial Sales & Purchases
Leasing

Real Estate

What Our Clients Say

The 10-Year Rule for Inherited IRAs

Understand inherited IRAs and the 10-year rule under the SECURE Act. Learn how to manage your inherited retirement accounts.

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Estate Planning

Elder Law

Special Needs / Disability

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Trust & Estate

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Small Business

Real Estate

Estate Planning

Elder Law

Special Needs / Disability

Guardianship

Trust & Estate

Medicaid Planning

Small Business

Real Estate

The 10-Year Rule for Inherited IRAs

In-Person Seminar: “Estate Planning Fundamentals: Building a Plan That Works”

Monthly Coffee & Conversation – Lido Beach

Earth Day Shred Event

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