Privacy Policy & Legal Notices

Privacy Policy

The process of planning and analyzing a client’s estate and tax planning needs typically requires the gathering of detailed financial and tax data, as well as other personal information. Clients ofIsphording, Bechtold and Sharrer. receive the highest degree of client confidentiality provided by law and as required by our professional ethics under the Florida Bar. Information is held in the strictest confidence and is not released to anyone outside the firm except as authorized by the client, as necessary to carry out the client’s plan, or as required by law. Should you have any questions or concerns in this regard, please do not hesitate to contact us.


Legal Notices

Please note that the information and materials provided on this website are intended for informational purposes only. Each individual’s personal situation typically requires professional analysis in a manner that cannot be accomplished through the “static” information contained herein. While we attempt to keep all information on this site current, statutory and case law is constantly changing. Accordingly, information on this site should not be relied upon to make decisions without personal consultation with your attorney.

The hiring of a lawyer is an important decision which should not be based solely on advertisements. Before you decide, ask us to send free, written information about our qualifications.