Click a link below for more information about our services. Our mission is to create an estate plan for you. Give us a call to set up a consultation: 941-488-7751
Charitable Planning: Accomplished through a variety of documents specific to the client’s circumstances and needs. Charitable planning coincides with tax planning, again, depending on the client’s circumstances and needs. The firm works closely with charitable organizations to ensure the individual’s wishes are carried out in the manner they desire.
Give us a call to discuss your options with a charitable planning: 941-488-7751