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Estate Planning

Board Certified in Wills, Trusts and Estates by the Florida Bar, Harvey has nearly 40 years of experience helping clients craft estate plans tailored to protect their best interests and wishes. Our main goal is to help take care of your family by building legally sound estate plans. In addition to drafting and updating a wide range of wills and trusts, our firm also creates:

  • Durable Powers of Attorney
  • Living Wills
  • Designations of Health Care Surrogate
  • Irrevocable Life Insurance Trusts
  • Personal Residence Trusts
  • Special Needs Trusts

Other services that our firm provides to help you fulfill your estate planning needs include:

  • Tax planning for your estate and trust
  • Asset Transitioning and Preservation
  • Beneficiary Agreements
  • Charitable Planning and Trusts

Our Office
  • Tampa Office
    1802 North Morgan Street
    Tampa, Florida 33602
    Phone: 813-229-0664