About Trust Creators, Inc.
Senior Information Center

Senior Information Center specializes in providing comprehensive estate planning services through licensed professionals to seniors. Senior Information Center has established a relationship with a national legal support network system of attorneys operating in every major area of expertise.

Professionals with Trust Creators, Inc, consist of an Elder Law Attorney, Elder Planning Specialists, Certified Senior Advisors, Finance and Tax Specialist, and Medicaid Specialist.

Click on the names below to read more about each professional:

Stephen D. Wolfe, CSA
Elder Planning Specialist
Certified Senior Advisor
Stephen@elderplanner.com

Bryan M. Plonsky, CSA
Elder Planning Specialist
Certified Senior Advisor
bryan@elderplanner.com

Carol Goldberg, BSW, CLA
Executive Director of Marketing
carol@elderplanner.com

Andrew M. Curtis, Esq.
Trusts, Estate, and Elder Law
Member of the National Academy of Elder Law Attorneys (NAELA).

Jonathan J. Williams, MBA
Finance and Tax Specialist

Marilyn Temple, B.S.
Medicaid Specialist

Stephen D. Wolfe, CSA

Stephen D. Wolfe has a degree in Administration of Justice from Pennsylvania State University. He is a Certified Senior Advisor and an Elder Planning Specialist. He is also licensed with the state of Florida Department of Insurance in the areas of Life, Health, and Annuities.

Mr. Wolfe has focused his practice on Estate Planning, including tax planning, nursing home planning, investment planning, Medicaid planning and the comprehensive use of Trusts (e.g. Living Trusts, Charitable Remainder Trusts, Insurance Trusts, and Supplemental Care Trusts). He specializes in protecting IRA's and 401 (k) Plans from unnecessary taxation and ways to earn stock market returns on savings and investments without any stock market risk.

Stephen Wolfe currently conducts financial and asset preservation workshops for senior citizens, their families, and numerous private organizations throughout the United States.

Bryan M. Plonsky, CSA

Bryan M. Plonsky practices in the field of Estate Planning, including tax planning, nursing home planning, investment planning, Medicaid planning, and the comprehensive use of Trusts (e.g. Living Trusts, Charitable Remainder Trusts, Insurance Trusts, and Supplemental Care Trusts) since 1992. He studied Business Administration at Florida Atlantic University and is an Elder Planning Specialist and a Certified Senior Advisor.

Mr. Plonksy specializes in Medicaid Asset Protection, Estate Preservation, and Eliminating unnecessary taxation on IRA's and other retirement plans. He currently conducts financial and asset preservation workshops for individuals and numerous private clubs and organizations throughout Florida.

Andrew M. Curtis, Esq.

Andrew M. Curtis is an attorney with offices in Boca Raton, Coral Springs, Ocala, and Fruitland Park. He is a member of the National Academy of Elder Law Attorneys (NAELA). His practice specializes in trusts, estates, and elder law. Mr. Curtis earned his JD from Georgetown University Law School in 1983, his LLM in Taxation from New York University Law School in 1986, his MBA from University of Michigan in 1978, and his BS from Cornell University in 1977.

Mr. Curtis was admitted to the Florida Bar in 1989. After working with several large firms that charged high legal fees ($1,000 - $5,000) for a trust, he realized this was cost prohibitive for the average person. With the moderate fees that Mr. Curtis now charges, he has prepared over 5000 Revocable Living Trusts. He devotes his time to estate planning for the middle class, and has built his practice by the many referrals from happy clients.

Jonathan J. Williams, MBA

Jonathan J. Williams specializes in tax preparation, audit representation, IRS collections problems, and IRS appeals cases. Mr. Williams received his Bachelors of Business Administration as a Finance Major from New York Institute of Technology in 1989 and his Masters of Business Administration in International Finance from New York Institute of Technology in 1996. Mr. Williams works from his main office in Ft. Lauderdale, Florida and has successfully handled over 75 IRS examinations, 100 collection cases and 35 IRS appeals cases.

Marilyn Temple, B.S.

Marilyn Temple is a Medicaid Specialist. She worked for ten years at the Department of Children and Families and handled the legal appeals for the Department. Ms. Temple graduated from Lowell state College with a Bachelor of Science degree in education. Her previous professional experiences help her assist clients with the Medicaid process and helping them establish Medicaid eligibility.

Carol Goldberg, BSW, CLA
Executive Director of Marketing

Carol is our Marketing Director.   She has worked for the Department of Children & Families as a Medicaid Eligibility Specialist and also worked in the community as a Paralegal Case Manager for Institutional Care Medicaid for the past ten years.

Carol graduated from Florida Atlantic University (FAU) in Boca Raton with a B.A. Degree in Social Work. She also earned an Honors Certificate in FAU’s Paralegal Program. She is a Certified Legal Assistant through the National Association of Legal Assistants.

Carol is knowledgeable in the area’s Medicaid process and is familiar with the Community Agencies, Assisted Living Facilities and the area’s Nursing Homes.
She assists our clients and their families with placement referrals.  She coordinates our firm’s family and community workshops and informational meetings. She provides a link to seminars and educational conferences provided by the area’s local organizations and agencies.

Her years of experience working with the community for Medicaid eligibility, her caring attitude, her paralegal experience and her high degree of professionalism makes Carol an asset to our firm, our clients and our community.