Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
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Estate planning and asset protection tailored to meet your needs. Auto-Pilot Planning Program is an additional annual cost but provides seminars, annual updates, and other benefits for the trustees and family.- Lisa T.
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“- Diane C.”I received a full hour of education on multiple Florida estate laws, etc. I learned so much as Mike explained every option and avenue to me. I never felt rushed or pressured!
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“Very accommodating in helping us coordinate our schedule. Knowledgeable people with a client mindset.”- Robert A.
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We are so thankful to Josh Dorcey and his staff for managing our Trust and estate affairs. As a APP member, we especially appreciate the seminars on essential information they share with us. Love the newsletters and especially the family recipes they share! Great firm!- Kathleen W.