Failing to consider the need to qualify for Medicaid as a senior can put your assets at risk during your retirement years. If you suddenly need to qualify and failed to plan
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Customized Estate Planning Done Right
No two situations are the same and you need a trusted advisor who understands your unique circumstances to help you plan for the future. The highly knowledgeable attorneys at our firm will help you with a wide variety of services including estate planning, wills, living trusts, Medicaid services, and power of attorney—just to name a few. Let us be your guide toward a better tomorrow.
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Upcoming Seminars
Wills and Living Trusts Workshop
Date: Tue January 18, 2022Venue: East Lake Professional Center, 2100 SE Hillmoor Dr, Port St. Lucie, Florida
Wills and Living Trusts Workshop
Date: Wed January 19, 2022Venue: Vero Beach Outlets Community Room, 1759 947 Dr., Unit 0170, Vero Beach , Florida
Recent News
What Is the Medicaid Look-Back Rule?
As a senior, the likelihood that you will need to qualify for Medicaid increases substantially as a result of the high cost of long-term care. Consequently, it is wise to plan
Tax Planning for 2022
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2022 is just starting, it’s not too early to think about
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| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 12:00 PM |
PORT ST. LUCIE
East Lake Professional Center
2100 SE Hillmoor Drive, Suite 105 Port St. Lucie, FL,34952Fax: (772) 398-9331
VERO BEACH
Bridgeview Building
2770 Indian River Blvd, Suite 321, Vero Beach, FL, 32960 Fax: (772) 398-9331
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