Trust & Estate Planning Glossary


We thought it might be helpful to have a handy list of words and phrases frequently used in discussing trusts, trustees, beneficiaries and wealth transfer planning.

It’ll be an organic list – growing and expanding as needed to add things that are frequently asked. Speaking of : Have a question about something that’s not on the list?  Please, Contact Us!


Check out the Glossary here. It’s also in the menu bar above.

Continue Reading is up and running!

We’re very excited about our new site! Almost as much as we are about our new firm. (By the way, the firm is up and running too.)

We intend to fill this site up with practical info about life & estate planning, trust planning, estate settlement (you get the idea).

Our goal with this site – and in our work – is to help you make your family’s future solid.

Feel free to browse our blog, which will appear right here on the homepage (below) so there’s something new every week. Also please take a look at our About Us and Services pages to get a better feel for what we can do for you. And because life can get a little jargon-y, we’ve included a handy Glossary on the site to help with some vocabulary.

If you have any questions for us or need some help, click here to ask a question. Of course you can always use the trusty Contact Us page with address, directions and more contact info.

If you’d like to speak with us more directly, click on one of the Click to Schedule buttons you’ll find above and/or to the right. You pick a time on our calendar and we’ll call you then. Piece of cake.

(Oh, and please sign up for our email updates – click here to sign up or enter your email address in any of the signup boxes near the top of any page.)

Thank you very much for visiting. We hope you find something helpful for your family in these pages. If we can do anything at all to improve them, or do anything for your family, please do not hesitate to get in touch!

Continue Reading
Client Payment Page
Need to pay a bill? Now it’s faster and easier to pay a bill. It’s secure safe and easy

Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454