Florida Care Planning Council
Find a Council Member Providing Estate, Tax, Trust, Retirement, or Medicaid Planning.
Use the search, map, or area links below (scroll down) to find help where you live in Florida.
Estate, Tax, Trust, Retirement, & Medicaid Planning
Northwest Florida
Escambia, Okaloosa, Santa Rosa and Walton Counties
Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Northwest Florida. Click here to Request Assistance from the Florida Care Planning Council.
North Florida
Bay, Calhoun, Franklin, Gadsden, Gulf, Holmes, Jackson, Jefferson, Leon, Liberty, Madison, Taylor, Wakulla and Washington Counties
Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in North Florida. Click here to Request Assistance from the Florida Care Planning Council.
Mid Florida
Alachua, Bradford, Citrus, Columbia, Dixie, Gilchrist, Hamilton, Hernando, Lafayette, Lake, Levy, Marion, Putnam, Sumter, Suwannee, and Union Counties
Bernhard W Stalzer, CLU, HIA, MHP
Bernhard W Stalzer, CLU, HIA, MHP assists seniors and their families. His specialties include Medicaid Planning, Estate Planning and Veterans Benefits.
You can reach him at (352) 351-2032
Northeast Florida
Baker, Clay, Duval, Flagler, Nassau, St. Johns and Volusia Counties
You can reach us toll free:
(866) 7-ELDERS
(866) 735-3377
(866) 7-ELDERS
(866) 735-3377
Scott Selis, Esquire
Selis Elder Law of Florida
We help Florida seniors and their loved ones create estate planning and elder care plans that address two things: Protection of their life's savings from threats while they are alive and keeping those savings in the family after they die. You don't have to be rich to want those things to happen. While many Florida Seniors have a Will or Trust, our experience is that those documents don't reach those goals. If you want to keep your savings in YOUR family after you die, wonder how to find and pay for good care at home, or in a Florida assisted living community or nursing home, we can help.
About Selis Elder Law of Florida | Contact Scott Selis for Help & Information
West Central Florida
Greater Tampa Area including Hardee, Hillsborough, Highland, Manatee, Pasco, Pinellas and Polk Counties
You can reach us at:
(727) 894-7000
(727) 894-7000
Carr Law Group, PA
Lee R Carr II
Mr. Carr focuses his practice exclusively on elder law issues including: 1) Medicaid planning, 2) wills and trusts, 3) estate planning,and 4) probate, and guardianship. He represents seniors, their families, and people with disabilities with a variety of legal issues and takes a common sense approach to problems.
About Carr Law Group, PA | Contact Lee R Carr II for Help & Information
East Florida
Brevard, Orange, Osceola and Seminole Counties
You can reach us at:
(407) 422-3017
(407) 422-3017
Heather Kirson, Esq
The Elder Law Center of Kirson & Fuller
Heather C. Kirson is a Florida Bar Board Certified Elder Law Attorney. She specializes in Medicaid Asset Protection Planning, Special Needs Trusts, VA Benefits, Planning for Disability, Guardianship, Wills, Trusts, Advance Directives, and Probate and Trust Administration.
About The Elder Law Center of Kirson & Fuller | Contact Heather Kirson for Help & Information
Southwest Florida
Charlotte, Collier, DeSoto, Glades, Hendry, Lee and Sarasota Counties
You can reach us at:
(305) 836-4697
(305) 836-4697
Elderly Care Law Firm
Tieesha N. Taylor
We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..
About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information
Palm Beach/Treasure Coast
Indian River, Martin, Okeechobee, Palm Beach and St. Lucie Counties
You can reach us at:
(305) 836-4697
(305) 836-4697
Elderly Care Law Firm
Tieesha N. Taylor
We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..
About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information
Yopu can reach me at:
(561) 799-3810.
(561) 799-3810.
Legacy Financial Services
Jay B Fischer
We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include Life Insurance, Long Term Care Insurance, Retirement Planning, Tax, Debt, and Bill Paying.
About Legacy Financial Services | Contact Jay B Fischer for Help & Information
You can reach us at:
(954) 346-2234
(954) 346-2234
Care Resource Planning
Dan Miller, President
Care Resource Planning was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.
About Care Resource Planning | Contact Dan Miller for Help & Information
You can reach us at:
(561) 955-8515
(561) 955-8515
The Siegel Law Group
Barry Siegel
The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people's lives better and simpler. He counsels both individuals and families on diverse issues, like: Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies), Elder Law Planning, Medicaid Planning, Veterans Benefits, and Special Needs Planning.
About The Siegel Law Group | Contact Barry Siegel for Help & Information
Broward County
Broward County
You can reach us at:
(305) 836-4697
(305) 836-4697
Elderly Care Law Firm
Tieesha N. Taylor
We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..
About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information
You can reach us at:
(954) 346-2234
(954) 346-2234
Care Resource Planning
Dan Miller, President
Care Resource Planning was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.
About Care Resource Planning | Contact Dan Miller for Help & Information
You can reach us at:
(954) 732-5510
(954) 732-5510
Marshall D. Platt P. A.
Marshall D. Platt, Esq.
We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include estate planning and elder law.
About Marshall D. Platt P. A. | Contact Marshall D. Platt for Help & Information
You can reach us at:
(561) 955-8515
(561) 955-8515
The Siegel Law Group
Barry Siegel
The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people's lives better and simpler. He counsels both individuals and families on diverse issues, like: Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies), Elder Law Planning, Medicaid Planning, Veterans Benefits, and Special Needs Planning.
About The Siegel Law Group | Contact Barry Siegel for Help & Information
Miami - Dade
Miami - Dade County
You can reach us at:
(305) 836-4697
(305) 836-4697
Elderly Care Law Firm
Tieesha N. Taylor
We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..
About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information
You can reach us at:
(561) 955-8515
(561) 955-8515
The Siegel Law Group
Barry Siegel
The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people's lives better and simpler. He counsels both individuals and families on diverse issues, like: Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies), Elder Law Planning, Medicaid Planning, Veterans Benefits, and Special Needs Planning.
About The Siegel Law Group | Contact Barry Siegel for Help & Information
Click on the Map to Locate Services
Northwest Florida: Escambia, Okaloosa, Santa Rosa and Walton Counties
North Florida: Bay, Calhoun, Franklin, Gadsden, Gulf, Holmes, Jackson, Jefferson, Leon, Liberty, Madison, Taylor, Wakulla and Washington Counties
Mid Florida: Alachua, Bradford, Citrus, Columbia, Dixie, Gilchrist, Hamilton, Hernando, Lafayette, Lake, Levy Marion, Putnam, Sumter, Suwannee and Union Counties
Northeast Florida: Baker, Clay, Duval, Flagler, Nassau, St. Johns and Volusia Counties
West Central Florida: Greater Tampa Area including Hardee, Hillsborough, Highland, Manatee, Pasco, Pinellas and Polk Counties
East Florida: Brevard, Orange, Osceola and Seminole Counties
Southwest Florida: Charlotte, Collier, DeSoto, Glades, Hendry, Lee and Sarasota Counties
Palm Beach / Treasure Coast: Indian River, Martin, Okeechobee, Palm Beach and St. Lucie Counties
Broward County: Broward County
Miami - Dade: Miami Dade County
About Estate Planning and Trust Management
A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.
Estate planning from a qualified Florida estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.
Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.
Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.
Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.
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