Estate Planning

Our founder, Donald White, is an accredited estate planner (AEP) and former president of the Martin County Estate Planning Council. Our team has been developing and reviewing estate plans for over 30 years. 

Working closely with your attorney and other advisers, we can help you formulate a plan that passes your assets as efficiently as possible making sure your family pays the least possible amount in taxes and fees.

If you have an estate planning question, please feel free to fill out the question form here, or call 772-283-6342 to arrange a mutually convenient appointment.

If you have an estate planning question feel free to fill out the question form here, or call 772-283-6342 today to arrange a mutually convenient time to meet.