We used Richard Ricciiardi about two years ago, and he charged us 500 for a revocable trust, and included durable POA and living wills for free. He was friendly and very efficient. Before writing this referral, I called his office to make sure he's still at the same office, and he is. He's just over the Veterans bridge, at (239) 689-1096. His receptionist actually emailed me a price list, and he's ...

Blog Posts in July, 2014

What is a Living Trust?

A trust can be an extremely helpful tool in estate planning and is rapidly becoming the preferred method of estate planning for not only high net worth individuals but individuals with more modest ...
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What is a Durable Power of Attorney?

A power of attorney is a legal document that gives one person ("agent" or "attorney-in-fact") the power to act on behalf of another person (the "principal"). The power of ...
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Your Advocates Sponsor Green Wave Athletes!

Jackman, Stevens & Ricciardi, P.A. has joined the Green Wave. We recently showed our support for our community and our local sports programs by sponsoring the athletics department of Fort Myers ...
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What are Some Easy Ways to Avoid Probate?

I know you've heard this before, but probate is both a lengthy and costly process. However, there are certain easy planning techniques you can use to provide your loved ones with support during ...
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Can I Utilize a Trust to Reduce Estate Taxes on My Home?

One type of trust which is common in estate planning is the Qualified Personal Residency Trust. Under this trust agreement, a couple can make a gift of their home to their children by placing it ...
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