Wills & Trusts
We will prepare and help you understand wills, trusts, power of attorney, health care directives, and more.
We are with you every step of the way. We are here to help you protect all of the valuable assets you’ve spent your lifetime building.
We can assist aging clients and their families regarding requirements to qualify for Medicaid benefits. We can assists clients in repositioning assets so they are protected.
The probate process can be complex and challenging to navigate, but our experience and expertise will make it easy for you.
We can help you understand and choose the correct business entity selection and prepare the documents needed to establish the entity with the State of Florida and IRS. If you are ready to retire, we can assist with you business succession.
I have practiced law in Ocala since 1983 with an emphasis in the areas of estate planning, trusts, wills, elder law, business law, real estate and business entity selection.
With my background as a Certified Public Accountant, you can be sure I am qualified to professionally assess your financial situation in planning for your family’s asset protection and inheritance.
I have always emphasized personally taking care of my clients needs. I also believe it is important to be involved with the Marion County community, and have served with many organizations during the course of my career.