The Estate, Trust & Elder Law Firm, P.L.

The Estate, Trust & Elder Law Firm, P.L. Like the Banyan Tree, our mission is to provide shelter & comfort to seniors and their loved ones through legal advocacy and planning solutions.

Medicare Open Enrollment starts October 15. 📅That may feel far away, but the smartest thing seniors can do is start revi...
09/03/2026

Medicare Open Enrollment starts October 15. 📅

That may feel far away, but the smartest thing seniors can do is start reviewing now, not in a rush later.

Plans change every year. Premiums shift, drug coverage gets updated, and provider networks get reshuffled. The plan that worked perfectly last year might quietly cost you more this year.

A little homework in September makes for much better decisions in October.

👉 Have questions about how Medicare fits into your bigger plan? Reach out to our team today.

Backpacks: packed. ✅ School supplies: labeled. ✅ Drop-off photos: taken. ✅Parents, you plan everything for your kids — d...
09/02/2026

Backpacks: packed. ✅ School supplies: labeled. ✅ Drop-off photos: taken. ✅

Parents, you plan everything for your kids — down to the color-coded folders. 🎒

But here's the one plan most parents skip: the one that names who would raise them and who would manage what you leave behind if something happened to you.

Wills, guardian designations, and trusts for minor children aren't fun back-to-school shopping. They're just the most important thing on the list.

👉 New school year, new plan. Reach out to our team today.

Visit our website at https://etelf.com/contact-us/ or give our office a call at (772) 828-2588 to schedule a consultation.

Summer’s over, kids are back in school, maybe there’s a new job, a move, or a new grandbaby in the mix. 🎒Big life change...
08/31/2026

Summer’s over, kids are back in school, maybe there’s a new job, a move, or a new grandbaby in the mix. 🎒

Big life changes are exactly when an estate plan needs a second look. A will or trust written five years ago doesn’t automatically know your life has changed since then.

Marriage, divorce, a new child or grandchild, a move to a new state — any of these can mean your plan no longer says what you actually want it to say.

👉 Had a big life change this year? Reach out to our team today for a quick review.

Visit our website at https://etelf.com/contact-us/ or give our office a call at (772) 828-2588 to schedule a consultation today.

When someone passes away, their trust doesn't manage itself. 📂Trust administration involves notifying beneficiaries, man...
08/30/2026

When someone passes away, their trust doesn't manage itself. 📂

Trust administration involves notifying beneficiaries, managing and distributing assets, filing taxes, and following the exact terms the person laid out — all while a family is grieving.

Having the right guidance during this process can make an overwhelming time feel a lot more manageable.

👉 Navigating a trust administration? Reach out to our team today. We're here to help.

https://youtu.be/sPHQli63r9QIn this video, I cover the topic: Are estate taxes only for the wealthy? Learn why estate pl...
08/28/2026

https://youtu.be/sPHQli63r9Q

In this video, I cover the topic: Are estate taxes only for the wealthy? Learn why estate planning matters for everyday families and how state laws affect your assets.

Remember, my goal is to educate you with clear knowledge and practical solutions, so you have the ability to protect your family and preserve your legacy.

Be on the lookout for new videos every Friday!

➡ Don't forget to like, share, and subscribe.
💬 If you have questions, leave a comment below!

Who makes your medical decisions if you can't? 🏥Without an Advance Healthcare Directive, that decision may fall to whoev...
08/27/2026

Who makes your medical decisions if you can't? 🏥

Without an Advance Healthcare Directive, that decision may fall to whoever your state says is next in line — not necessarily the person you'd actually choose.

This document lets you name your decision-maker and spell out your wishes, so your family isn't left guessing during an already difficult moment.

👉 Have questions about getting yours in place? Reach out to our team today.

Family businesses don't just need a will. They need a succession plan. 🏢Without one, disagreements over "who's in charge...
08/26/2026

Family businesses don't just need a will. They need a succession plan. 🏢

Without one, disagreements over "who's in charge" can tear apart both the business and the family relationships behind it.

The right plan spells out leadership, ownership, and a clear process — so the business (and the family) can keep moving forward.

👉 Own a family business? Reach out to our team today to talk about protecting it.

Family wealth rarely disappears in one bad decision. It usually disappears slowly, one generation at a time, without a p...
08/24/2026

Family wealth rarely disappears in one bad decision. It usually disappears slowly, one generation at a time, without a plan to hold it together. 📉

Studies consistently show that most family wealth doesn't survive to the third generation, often due to a lack of communication and planning, not bad luck.

The families who beat those odds usually have one thing in common: a clear plan, and open conversations about it.

👉 Reach out to our team today to start building yours.

Visit our website at https://etelf.com/contact-us/ or give our office a call at (772) 828-2588 to schedule a consultation today.

Sending a kid off to college this month? 🎒Here's something most parents don't think about: once your child turns 18, you...
08/23/2026

Sending a kid off to college this month? 🎒

Here's something most parents don't think about: once your child turns 18, you legally can't access their medical records or make financial decisions for them — even in an emergency, even if you're the one paying the bills.

A Healthcare Power of Attorney and a Financial Power of Attorney can fix that. Two documents, a few minutes of paperwork, and a lot less panic if something happens while they're away.

👉 Have a new college student in the family? Reach out to our team today.

https://youtu.be/b2daQkWmGDAIn this video, I cover the topic: Can nursing homes take your family home? Learn the truth a...
08/21/2026

https://youtu.be/b2daQkWmGDA

In this video, I cover the topic: Can nursing homes take your family home? Learn the truth about nursing home myths and how to protect your assets using elder law.

Remember, my goal is to educate you with clear knowledge and practical solutions, so you have the ability to protect your family and preserve your legacy.

Be on the lookout for new videos every Friday!

➡ Don't forget to like, share, and subscribe.
💬 If you have questions, leave a comment below!

Address

2940 S. 25th Street
Fort Pierce, FL
34981

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+17728282588

Website

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