Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
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Josh was recommended to us by a family member. We already had trusts from another state, and he modified them for Florida and added documents to further protect our assets. He and his staff are extremely responsive and knowledgeable. Check out their APP!- Joan W.
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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.
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“Excellent staff, thorough in preparation and execution of our trust.”- Terri Hermann
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“I've had the pleasure of knowing Josh for 9 years and he and his staff are wonderful. I would highly recommend this firm.”- Kathie M.