Balm Estate Planning Lawyers

Serving Charlotte and Sarasota Counties since 1998.

I strictly specialize in estate planning - wills, trusts, power of attorney and probate.

I handle Probate and Estate Administration Statewide in Florida. Locally, in the Port Charlotte, Punta Gorda, North Port, Englewood, and Deep Creek areas, I handle Estate Planning, Wills, Trusts, and Deeds Florida Probate My fees are set by the complexity of the case, amount of assets, number of assets, and number of beneficiaries. My average flat fee is $2500 + Costs, however I have charged as little as $900 for a simple Summary Administration, with one low cost asset, and up to $10,000 for a complex Formal Administration, multiple assets with multiple beneficiaries throughout the country. Call me for a no cost...

At Morris Law, P.A., we offer free initial consultations on most areas of law including Bankruptcy, Foreclosure Defense, Family Law, & Estate Planning/Probate. We can usually get you in for a consultation within 48 hours and offer evening and Saturday appointments. We look forward to helping you with your legal needs.

Todd Mazenko is a decorated U.S. Navy veteran who received his law degree from the University of Florida (Cum Laude). Attorney Mazenko is the founder and owner of the Mazenko Elder Law Firm located in Mount Dora, Florida. His law practice focuses on estate planning, probate, Medicaid Planning, and will contests and trust litigation. Attorney Mazenko is the chairman of the Advent Health Waterman Foundation Board of Directors, is a member of the Christian Legal Society and is active in his local Church. He also serves as a volunteer for several Veteran’s groups including the Wounded Warrior Project...

Vanette Augustin is a savvy Bilingual (Haitian Creole) attorney who has been successfully practicing since 2009 in the areas of Family Law, Immigration Law, and Estate Planning. Over the last 15 years, she has handled hundreds of cases and have assisted countless families navigate the legal system. She is a mother of two daughters who are the joys of her life. She lives by the belief that every day is a new opportunity to refine her skills. There is never a moment when you get to the point of saying I have arrived because as soon as...

Chase earned his J.D. and M.B.A. degrees at Stetson University College of Law in 2021, where he graduated Valedictorian of his class, with Magna Cum Laude honors. Chase also earned his Business Law Concentration and was a Senior Associate of Stetson Law Review. While in law school Chase earned a 4.0 high grade distinction in the following courses: Property Law, Business Entities, Federal Income Taxation I, Administrative Law, Sales and Leases, and Products Liability. During law school, Chase was a Judicial Intern to the Honorable Edward C. LaRose of the Florida Second District Court of Appeal and clerked with Fisher...

Robin Petersen is the Founder and Managing Partner of the Estate Planning & Elder Law Center of Brevard, which has been serving Brevard County since 1991. The practice focuses exclusively in the areas of Estate Planning and Elder Law, Wills and Trusts, Probate and Trust Administration (representing the executor or trustee, as well as serving as the executor or trustee of the estate), Guardianship, planning for long term care costs through asset protection, the use of VA Aid & Attendance, and Medicaid benefit options. Because he has dedicated over 25 years of practice to these types of law, Robin understands...

Lissette Crescimone, Esq. practices in the areas of corporate law and trust and estates. She is a graduate of Emory University in Atlanta, Georgia. Initially in pursuit of a career in diplomacy, she secured a Bachelor of Arts degree in International Studies and French, with a concentration on the European Union. She later obtained her Juris Doctorate degree from Nova Southeastern University's Shepard Broad Law Center. In the most recent years Ms. Crescimone splits her time and practice between Colorado and South Florida. Ms. Crescimone supports companies in the Education and EdTech space, providing practical solutions in general business law and...

Cassidy V. Petersen initially joined the firm in 2011 and has held various positions over the years – beginning as a receptionist, next as an estate planning paralegal, then as our firm administrator, and now as an attorney. Ms. Petersen focuses her practice in estate planning, business succession planning, probate, trust administration, Medicaid planning, VA planning, guardianship, and special needs planning.

Ms. Petersen, a Melbourne native, graduated from Melbourne High School in 2011. She earned her Bachelor of Science (B.S.) in Business Management, graduating cum laude, from Florida Gulf Coast University in 2014. Ms. Petersen received her Juris Doctor (J.D.), cum...

My name is Justin Stivers, and I am an experienced Estate Planning and Probate attorney practicing in the states of Florida and Tennessee. Most of my clients hire me for one of the following reasons: 1) they want to create an estate plan which includes a Trust, a Last Will and Testament, a Durable Power of Attorney, a Living Will, and a Designation of Health Care Surrogate; 2) many of my clients have outdated estate plans and need to update them or are moving to Florida from another state and need to create a new plan; or 3) a...

WITH MORE THAN 25 YEARS OF AWARD-WINNING FAMILY LAW/DIVORCE ATTORNEY EXPERIENCE, Ms. Tracht offers a complete “full-service”, bi-lingual (English/Spanish) family law firm you can count on for guidance. Ms. Tracht is currently appointed and serves on four (4) separate committees for the Florida State Bar - Family Law Section, is a Certified Supreme Court Mediator, has over 25 years’ experience within the Guardian Ad Litem program, and is a well-established advocate for children. Depending on case need, other available resources may include a variety of highly trained experts, ie: Forensic Accountants, Business Valuators, Real Estate Professionals, Forensic Computer Technicians, Psychologists...

For as long as I can remember, I’ve been drawn to the idea of creating lasting legacies. There’s something profoundly meaningful in knowing that what you’ve built—your business, your portfolio, your family’s security—can endure and flourish for generations to come. Growing up, I saw firsthand the anxiety and uncertainty that can accompany the transfer of wealth. My family faced difficult decisions when it came to ensuring that what they’d worked so hard to achieve would be protected, preserved, and passed on to those they loved most. Through those experiences, I realized that skilled guidance, delivered with genuine care, makes all...

Michael Fischetti, ESQ. - Managing Partner Michael Fischetti is the founding and managing partner at The Fischetti Law Group. The founding principle for the law firm that bears his name is to provide the best, most aggressive representation possible while always having great communication with his clients. Mr. Fischetti lives in the Boynton Beach area and is blessed by his marriage to his wife Elizabeth and is grateful for his three amazing children Zachary, Sydney, and Ryan. EDUCATION Prior to beginning his legal career, he grew up in a small town in western New York. Mr. Fischetti attended the State University of New York...

Joe Gufford has been a member of The Florida Bar since 1991. The Gufford Law Firm commitment is to provide exceptional client services that remain focused on results. We bring together attorneys and staff with decades experience. At The Gufford Law Firm, we believe that both our attorneys and our staff must be knowledgeable about the specific areas of law that we practice in. That is why we ensure that each of our attorneys and staff members are constantly taking Continuing Legal Education courses so that we are up to date on the latest developments in the law. Joseph Gufford...

Beacon Legacy Law has one simple purpose: To help our clients to preserve and protect their legacy. We strive to accomplish our goal by providing estate planning and administration services for clients. We focus primarily on wills, trusts, asset protection, guardianship, and probate administration. Our clients are special to us – much more than just a name in a file folder. We build relationships with our clients that last far beyond their initial engagement with our firm. We take a sincere interest in each client, in their family, and in their future. We look out for our clients’ interests...

Wendy A. Mara attended Stetson University and graduated Magna Cum Laude in 1993 Ms. Mara taught language arts in high school for 13 years. While teaching full time, she earned her MBA degree from the University of Central Florida in 2006. Deciding to pursue a legal career, she entered law school at Florida Coastal School of Law where she graduated in the top 10 percent of her class. While in law school, she was a teaching and research assistant, earned the Dean’s Certificate for Pro Bono Work and became an award winning oralist for the Jessup International Moot Court Competition....