September 5, 2017

Do you enjoy making choices for yourself? Would you like to be independent as long as possible? If the answer to both questions is yes, you are like most of our clients, and it is essential to begin considering estate planning!

Most of us put off completing our Florida...

August 1, 2017

Taking the keys away from your parent may feel odd. It may even feel uncomfortable and wrong, but if your parent is posing a threat to themselves and other drivers on the road it is time to not only have this talk but take action.

It is hard to anticipate how your paren...

July 3, 2017

If you were to get a call from a “worker” at the Medicare office claiming that he or she needed your Medicare number prior to open enrollment, would you give it to the caller?


June 9, 2017

Who is your agent under your Florida durable power of attorney? The selection of the agent you will name in your power of attorney is a critical decision to make. Since it is such an important decision, it is one that you will want to take time to think about, understa...

May 2, 2017

Eighteen year olds are typically transitioning into college. They are spending most of their time worry about where they’re going to go to college and worrying if they’re going to get along with their random roommate. Estate planning is typically not the first thought...

Please reload

Featured Posts

5 Tips on How Seniors Can Be Prepared for Hurricane Season

July 3, 2018

Please reload

Recent Posts

Please reload

Follow Us

  • Black Facebook Icon
  • Black Twitter Icon
  • Black LinkedIn Icon

Phone (239) 945-3883

Fax (239) 316-4057

1708 Cape Coral Parkway W, Suite #7

Cape Coral, FL 33914

  • Black Facebook Icon
  • Black Twitter Icon
  • Black LinkedIn Icon