Making A Vulnerable Senior's Future More Secure

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D. & T. Schengber, Clients

“In 2020, our brother passed away unexpectedly, and without a Will. He left behind two homes in Florida, property in North Carolina, and a multi-office medical practice. Family members were in four different states and no one had the time or expertise to settle our brother’s estate. We were frankly overwhelmed and were unsure as to how to proceed. It was our family’s good fortune to be referred to Shelley Perry and Linda Flores of Fiduciary Associates of Naples. Linda, Shelley and their team went to work immediately to settle our brother’s personal estate, and unwind his complicated medical practice. Their attention to detail and resourcefulness discovered assets and ongoing cash flow that we would never have known about. And with their regular emails and phone calls, we always knew where we were in the process. We can wholeheartedly recommend Fiduciary Associates of Naples to handle even the most complex estate in a compassionate, cost-effective, and timely manner.”