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June 2018 Spotlight Client

June 4, 2018 in News

We are happy and proud to say that we have simply amazing people in our family of clients. That is why each month we take time out to shine a spotlight on our client’s accomplishments, passions and heritages. Please help us recognize, William E. Coates, as our Spotlight Client for […]

May 2018 Spotlight Client

May 1, 2018 in News

Please help us congratulate, Alex Cilo, as our Spotlight Client for May 2018. Alex came to us for assistance with Medicaid Planning for his mother, Dorothy Cilo. Dorothy is the mother of two children and one grandchild. She and her husband retired to Florida from Ohio. Dorothy is devoted to […]

What is a Guardian Advocacy?

March 29, 2018 in News

Written By Attorney Ashley K. Roof A Guardian Advocacy is a legal proceeding, implemented in the Circuit Courts of Florida, in which a Guardian Advocate is appointed for a developmentally disabled individual. Typically, this type of proceeding occurs when an individual with a developmental disability reaches the age of 18 […]

April 2018 Spotlight Clients

March 15, 2018 in News

Please help us congratulate, IvaDawn and Robert Parry, as our Spotlight Clients for April 2018. Bob and IvaDawn have known each other for almost all their lives. They attended the same elementary school and high school, but it wasn’t until after they graduated high school that their courtship began. This […]

Voluntary Guardianship and Asset Protection

March 15, 2018 in News

Written by Ashley K. Roof, Esq. Florida statute allows an individual concerned about financial exploitation to seek out what is termed a “Voluntary Guardianship.” Unlike an involuntary guardianship, a voluntary guardianship occurs without a finding of incapacity, and upon the petition of the person seeking a guardianship for himself or […]

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