Are There Problems with Joint Assets?

Yes, there can be. Many of my new clients tell me that they do not need certain estate planning documents because their adult child (or other trusted person) is a joint owner on their bank accounts.  They believe that this

Posted in Elder Law, Estate Planning

Is Technology the Answer?

CAN TECHNOLOGY KEEP YOU SAFE FROM ELDER ABUSE AND EXPLOITATION? Elders lose millions of dollars per year according the latest statistics from the National Adult Protective Services Association. Ninety percent of the abusers are family members or trusted others.  Sadly,

Posted in Elder Law, Elder Rights

Have You Planned End of Life Choices?

END OF LIFE OPTIONS One of the services that I offer my clients is a Living Will. This document is a legal declaration of what type of care your wish to have if you are in the end stage of

Posted in Advanced Directives, End of Life, Will

Advance Directives and Alzheimer’s

Most estate plans include advance directives that state your wishes for health care and end of life decisions.  But, as some families are finding out, these advance directives may not be specific enough for certain diseases, such as Alzheimer’s. Without

Posted in Advanced Directives, Dementia

What Does an Estate Planning Attorney Do?

The Role of an Estate Planning Attorney Planning for end of life is a difficult but necessary process.  Part of this planning is the creation of a legally binding estate plan that dictates your wishes and appoints certain people with

Posted in Advanced Directives, Choosing Your Lawyer, Estate Planning, Final Wishes, Will

Are You Single?

Estate Planning for Singles Single people with no children are usually able to save more money than others and yet it may be likely that they have not put much effort into their estate plans. Here are 4 simple tips

Posted in Uncategorized


Many of us tend to procrastinate about making hard decisions.  Unfortunately, with estate planning and elder care, this can have dire consequences. Recently, an 80 year old lady came to see me about doing her Will.  She was clear in

Posted in Advanced Directives, Choosing Your Lawyer, Elder Law, Elder Rights, Estate Planning, Final Wishes, Living Trust, Probate and Guardianship, Will

What is an Estate?

What actually is your estate? An estate is your net worth on your date of death. It includes all property that you own or control such as bank accounts, real estate, life insurance policies, stocks, and personal property like artwork,

Posted in Elder Law, Estate Planning, Final Wishes, Living Trust, Probate and Guardianship, Real Estate, Taxes, Will


The content of your will and other estate planning documents is very important. If you choose to write your will yourself, your family could face a number of obstacles after you are gone. As your will passes through probate court, its content

Posted in Choosing Your Lawyer, Estate Planning, Final Wishes, Living Trust, Will

Could Your Heirs Be a Problem?

“Problem” Heirs Do you have a child or heir with credit problems or a drug or alcohol problem?  Or maybe your child is having marital problems and you do not want their spouse to end up with your money!  None

Posted in Estate Planning, Living Trust, Will

Contact Us

Port Orange Office:
Prestige Executive Center
823 Dunlawton Ave. Unit C
Port Orange, FL 32129
Local: 386.256.4882
Toll Free: 877.447.4667
New Smyrna Beach Office:
629 N. Dixie HWY
New Smyrna Beach, FL 32168
Local: 386.256.4882
Toll Free: 877.447.4667