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9100 College Pointe Court Fort Myers, FL 33919
Naples and Sanibel by Appointment
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I hear this question all too often. A client will come in, thinking they have a great solution, and propose, “Should I put my bank

You may be aware that the Tax Cuts & Jobs Act was enacted at the end of last year, and that it provided certain income

Many of you have heard that the Tax Cuts & Jobs Act of 2017 that was signed into law just before year-end slashes the state

Many clients have expressed a desire to create trusts for loved ones, but to not let the loved one know that the trust exists, or,

From time to time a client will not tell me about a child because they have become estranged, and they don’t want to leave anything

Growing up in Indianapolis, my family was close to my maternal grandparents who owned retail men’s wear stores. My father joined the business, as did