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We Teach Our Clients a Vital 5 Step Process for Estate Planning:

1. They need a team of advisors;
2. The named power of attorney should receive copies of the legal documents;
3. If disability or incapacity occurs, the power of attorney needs to know what to do;
4. When death occurs, family members need to know who has responsibility to take action;
5. Estate Planning is not a transaction, it is a process.

Our Blog elaborates on these 5 steps and more.

After you study What We Do and Who We Are, we invite you to contact us for an educational free workshop, or consultation at or office (79 Overbrook Blvd, Largo, FL 33770.)

How to Get Started in Estate Planning:
Attend an Estate Planning workshop or download our Estate Planning Conversations Starter Guide.

Schedule Time with One of Our Attorneys to:

• Form a plan of action to complete what will be required
• Discuss the costs associated with the plan that fits your needs and works for you
• Know we appreciate you checking us out and look forward to being helpful to you

Who We Are

Free Workshop

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