Helping prepare families for when

“life happens.”

Helping individuals and couples prepare to transfer their hard-earned assets to loved ones, and navigate end-of-life challenges for themselves and their parents.

Areas of Practice

  • Estate Planning

    We have solutions for those who are looking to protect your most important assets, namely your loved ones. Learn more

  • Probate Services

    Helping heirs navigate the court-supervised process for identifying and gathering the assets of a deceased person to transfer to his or her beneficiaries. Learn more

  • Medicaid Planning

    We focus on the primary financial considerations and requirements to qualify for Medicaid payments for your nursing home care. Learn more

  • Trust Administration

    Trust adminstration is the process by which your assets are passed without the need of pursuing the probate process for the assets properly placed in a trust. Learn More

  • Small Business Consulting

    From helping you decide what type of entity you shouold be, to making sure your documents are in place, we assist budding entrepreneurs pursue the “American Dream.” Learn More

Meet

Mark Martella

My passion lies in educating the public about the truth concerning proper estate planning to protect individuals and their families. I’m here to prepare you for when “life happens!”

Contact Us

I offer a complimentary, confidential consultation in person, or via Zoom or phone if that is more convenient.

I am even willing to go to someone’s home or medical facility for a consult and document signing if they are unable to travel due to physical limitations.

Please fill out the form or call Tara at my Port Charlotte office at

941-867-6865.

I am conveniently located at: 18245 Paulson Drive, Port Charlotte, FL 33954