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Practice
GUARDIANSHIP
Creative Solutions and Lifetime Planning to Protect You, Your Loved Ones, and Your Assets
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We can handle the court process of having a legal guardian appointed in the following types of situations:
- When someone is not capable of making decisions about legal matters or their finances or their living situation but has not properly named financial or medical powers of attorney
- When a child with a developmental disability turns 18
- When a minor is named as a beneficiary and stands to inherit money or property from a loved one who has died
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BLOG
Practical estate planning steps to bring peace of mind before the year closes.
Understanding how downsizing fits into your overall estate and care planning.
Simple year-end planning steps that can make a big difference for your family’s future.
How trust agreements can offer protection, flexibility, and peace of mind for Florida families
REVIEWS
"Bobbi is incredibly patient, detail oriented and thorough. Without her steady guidance I would not have been able to manage the past 6 months of the my mother's care needs. I can whole heartedly recommend her services!"
