The Florida Trust Code has been revised in effective 2007. This impacts ALL living trusts. Learn more:
Your Asset Integration™ Help Desk Download the following instructions for integrating assets with your trust.
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Shopping Your Children and Grandchildren's Tuition Bill Down
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Comprehensive provider of travel medicine, immunizations and travel health information for the business and leisure traveler.
Our Firm held our Annual Stakeholders’ Meeting on April 29, 2008 for our Family Protector ProgramTM clients. It was a huge success because we were able to inform our clients the changes that are going to affect their planning and also raise money for the Susan G. Komen Walk For The Cure. Plus, the clients enjoyed themselves with food, dancing and gaming after the workshop. If you missed out on this event, check out this link to see pictures. Click here for the event pictures.
Also we want to congratulate Laney Chavis for receiving the Greatest Impact Player Award for 2007, which was voted on by our team.
Finally, to celebrate Steve’s 20th year practicing law, we presented Attorney Steve Riley with a plaque with inspiring words written by our clients about how Steve has helped them throughout these years.
View, listen to, and download the outlines from workshops you missed
Special Stuff Workshop: How to make sure your good stuff goes where you want.
The Trusted Trustee Workshop: Teaching your trustees their job.
- Workshop Handouts:
Click Here to request a complimentary copy of Losing Harry to give your family and friends.
Some recent photos of our team and clients.