After 42 years as an attorney, the last 7 of which are in Florida, I have helped countless individuals with their estate planning, probate, and business law needs. I am also a Certified Financial PlannerTM, so I have a greater understanding of what your financial advisors (if any) are trying to accomplish for you with your investments, and how your estate plan may impact them. In addition, I can make sure your estate planning documents are designed to protect you and your loved ones.
I love that what I do helps people to protect themselves, their assets, and their loved ones. I learned this from my father, who practiced law until he was 96 years of age!
I know that what I do and the documents I prepare will have a serious impact on your estate plan, so I am extreme thorough, and take the time to explain to you the important provisions in the documents and what they do for you.
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The client contacts me and we set either a telephone or face-to-face appointment. Before the face-to-face, I email a questionnaire and frequently asked questions info sheet which will answer most questions. We can then discuss fees. Upon payment of the retainer, we can proceed. I am zero pressure; I just want to be of service to my clients.
Beyond my 42 years as an attorney and 30 years as a financial advisor, I have my Juris Doctorate in law, a certification as a Certified Financial Planner, and literally hundreds of hours of continuing education in my fields of practice.