Estate and tax planning in Sarasota, FL
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Sarasota Health and Financial Services
● ClosedSarasota Health and Financial Services, located at 2477 Stickney Point Road in Sarasota, Florida, has been serving the insurance needs of the Sarasota community since 1980. Specializing in Individual Major Medical and Group Health Insurance, as well as Medicare Supplements, Medicare Advantage Plans, Life Insurance, Annuities, and Long Term Care, our agency is dedicated to providing personalized customer service to tailor to your specific needs. Our mission is to guide you through the insurance process, ensuring customer satisfaction as our top priority. We work closely with individuals and businesses to select the best options for their insurance needs. Sarasota Health and Financial Services proudly represents a variety of reputable companies and is licensed to do business in the State of Florida. Please note that we do not provide tax, legal, or investment advice and recommend consulting with your own qualified advisor.
2477 Stickney Point Rd #217b, Sarasota, FL 34231, United States -
Daily, Montfort & Toups Sarasota Estate Planning Lawyer
● OpenDaily, Montfort & Toups Sarasota Estate Planning Lawyer is a professional legal institution located at 2014 4th Street, Sarasota, Florida, United States. Specializing in estate planning, elder law, and tax defense, our experienced attorneys serve the communities of St. Petersburg, Venice, Osprey, Clearwater, and St. Augustine. We offer a range of services including Medicaid planning, probate, civil litigation representation, and business tax strategies. Our team of attorneys, including Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, are dedicated to helping clients navigate complex legal issues and achieve peace of mind. With over two decades of experience, we provide personalized solutions to protect your assets and plan for the future. Contact us for a free consultation and learn more about our legal services today.
2014 4th St, Sarasota, FL 34237, United States -
Daily, Montfort & Toups Osprey Estate Planning Lawyer
● OpenDaily, Montfort & Toups Osprey Estate Planning Lawyer is a professional legal institution located at 460 South Tamiami Trail in Osprey, Florida, United States. Specializing in estate planning, elder law, and tax defense, their team of experienced attorneys serves the St. Petersburg, Venice, Sarasota, Clearwater, and St. Augustine communities. With a focus on Medicaid planning, probate, civil litigation, and IRS defense, they offer comprehensive services to help individuals and businesses protect their assets and navigate complex legal matters. Led by Bishop L. Toups, Kerven L. Montfort, and Terrence A. Gorman, the firm has been dedicated to improving the quality of life for their clients for over two decades. Whether you need assistance with estate planning, probate, tax issues, or Medicaid planning, Daily, Montfort & Toups is committed to providing expert legal guidance and representation to help you achieve peace of mind. Contact them today for a free consultation and learn more about how they can assist you with your legal needs.
460 S Tamiami Trail Suite A, Osprey, FL 34229, United States -
Financial Advisors of Sarasota LLC
● ClosedFinancial Advisors of Sarasota LLC is a reputable finance institution located at 5902 Tidewood Avenue in Sarasota, Florida, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning, their team is dedicated to providing personalized solutions tailored to your specific needs. Trust Financial Advisors of Sarasota LLC to guide you towards a secure financial future.
5902 Tidewood Ave, Sarasota, FL 34231, United States -
Adams and Reese LLP
● ClosedAdams and Reese LLP is a prestigious law firm located at 2001 Siesta Drive in Sarasota, Florida. With a reputation for excellence and a commitment to providing top-notch legal services, the firm is known for its experienced attorneys who specialize in a wide range of practice areas. From corporate law to real estate, estate planning to litigation, Adams and Reese LLP offers comprehensive legal representation to clients in Sarasota and beyond. With a focus on client satisfaction and achieving successful outcomes, this firm is a trusted partner for individuals and businesses seeking expert legal counsel.
2001 Siesta Dr # 302, Sarasota, FL 34239, United States -
Sarasota County Tax Collector
● ClosedThe Sarasota County Tax Collector is a local government office located at 6100 Sawyer Loop Road in Sarasota, Florida. This institution specializes in accounting and finance services related to tax collection for Sarasota County residents. Whether you need to pay property taxes, renew vehicle registrations, or obtain a driver's license, the Sarasota County Tax Collector is here to assist you with all of your financial needs. With a team of knowledgeable staff members, the institution ensures that all transactions are processed accurately and efficiently. Visit the Sarasota County Tax Collector for professional financial services in a convenient location.
6100 Sawyer Loop Rd, Sarasota, FL 34238, United States -
Daily, Montfort & Toups Bradenton Estate Planning Lawyer
● OpenWelcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.
538 12th Street West, Bradenton, Florida 34205, United States -
Investor Friendly CPA
● OpenInvestor Friendly CPA is a leading accounting and finance institution located at 4634 Country Manor Drive in Sarasota, Florida, United States. Our team of experienced Certified Public Accountants (CPAs) specialize in providing expert financial advice and services tailored to meet the needs of investors. Whether you are a seasoned investor or just starting out, our dedicated professionals are here to help you navigate the complexities of financial management and ensure your investments are in good hands. Trust Investor Friendly CPA for all your accounting and finance needs.
4634 Country Manor Dr, Sarasota, FL 34233, United States -
Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank A Planes is a highly experienced financial advisor at Ameriprise Financial Services, LLC located in Sarasota, Florida. With a focus on providing personalized financial planning and investment strategies, Frank helps clients navigate the complexities of their financial goals. Whether clients are planning for retirement, saving for education, or building wealth, Frank offers comprehensive guidance and support. With a commitment to integrity and professionalism, Frank A Planes is dedicated to helping clients achieve financial success and security.
6151 Lake Osprey Dr Ste 329, Sarasota, FL 34240, United States -
Gibson Kohl, P.L.
● ClosedGibson Kohl, P.L. is a reputable law firm located at 1800 2nd Street in Sarasota, Florida. Our team of experienced lawyers specializes in providing high-quality legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, business litigation, or estate planning, our dedicated attorneys are here to assist you every step of the way. With a commitment to excellence and a track record of successful outcomes, Gibson Kohl, P.L. is the trusted choice for all your legal needs in the Sarasota area. Contact us today to schedule a consultation and learn more about how we can help you.
1800 2nd St #777, Sarasota, FL 34236, United States -
Marc J. Soss, Esquire
● ClosedMarc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.
2070 Ringling Blvd, Sarasota, FL 34237, United States -
Williams Parker Attorneys at Law
● ClosedWilliams Parker Attorneys at Law is a prestigious law firm located in Sarasota, Florida, United States. Established in 1925, our dedicated team of lawyers has built a reputation for excellence in various practice areas including trusts and estates, real estate, business and tax law, labor and employment law, probate and civil litigation, health law, and intellectual property law. Our attorneys are highly qualified, with 64% holding advanced degrees or board certifications in their fields. We are proud to serve the communities of Sarasota and Manatee counties, as well as clients internationally through our membership in Ally Law. Our diverse client base includes businesses, individuals, healthcare institutions, lenders, government entities, and nonprofits. We are committed to upholding the highest standards of legal practice and have been recognized in prestigious publications and rankings.
50 Central Ave Eighth Floor, Sarasota, FL 34236, United States -
Wills, Trusts, Probate & Elder Law Firm, PLLC
● ClosedWills, Trusts, Probate & Elder Law Firm, PLLC is a reputable legal institution located at 6751 Professional Parkway West in Sarasota, Florida, United States. Specializing in estate planning, probate, and elder law, their team of experienced lawyers are dedicated to providing expert guidance and support to clients in need of legal advice and representation. Whether you are looking to create a will, establish a trust, navigate the probate process, or address elder law issues, this firm is committed to helping you protect your assets and secure your family's future. Trust in Wills, Trusts, Probate & Elder Law Firm, PLLC for all your estate planning needs.
6751 Professional Pkwy W #104, Sarasota, FL 34240, United States -
Greg Lee, P.A.
● ClosedGreg Lee, P.A. is a law firm located at 2601 Cattlemen Road in Sarasota, Florida, United States. Specializing in estate planning, our experienced team helps clients navigate the complexities of ensuring their assets pass to the next generation in a tax-efficient manner. Our areas of practice also include real estate, wills, trusts, probate, and trust administration. At Greg Lee, P.A., we pride ourselves on providing friendly and professional service to each client. We believe in building long-term relationships with our clients, viewing the creation of an estate plan or real estate closing as just the beginning of our commitment to their well-being. By offering exceptional service and staying in touch with our clients over the years, our goal is to ensure that their families are protected now and for many years to come.
2601 Cattlemen Rd, Sarasota, FL 34232, United States -
Lee & Evans P.A. Law Offices
● ClosedLee & Evans P.A. Law Offices is a trusted institution located at 2601 Cattlemen Road in Sarasota, Florida. Specializing in estate planning, real estate, wills, trusts, probate, and trust administration, our team is dedicated to ensuring that your assets are passed on to the next generation in a tax-efficient manner. We pride ourselves on providing friendly and professional service to each of our clients. We believe that creating an estate plan or completing a real estate closing is just the beginning of a long-term relationship with our clients, not just a one-time legal transaction. By offering exceptional service and staying in touch with our clients over the years, we aim to protect your family now and for many years to come. Trust Lee & Evans P.A. Law Offices for all of your legal needs.
2601 Cattlemen Rd Suite 503, Sarasota, FL 34232, United States -
Attorney Sherry A Wood
● OpenAttorney Sherry A. Wood, located at 6411 Yellow Wood Place in Sarasota, Florida, is a seasoned lawyer with over 30 years of experience in protecting clients' assets and implementing strategies to avoid probate and taxes. Licensed in both Florida and Massachusetts, Attorney Wood is dedicated to helping clients avoid costly legal proceedings by providing comprehensive estate planning services tailored to each client's unique financial situation. By utilizing revocable trusts and other estate planning tools, Attorney Wood aims to educate clients on the importance of proper documentation and asset protection. With a focus on avoiding probate and unnecessary expenses, Attorney Sherry A. Wood is committed to guiding clients towards a secure and efficient estate plan.
6411 Yellow Wood Pl, Sarasota, FL 34241, United States -
Stefan Campagna, Esq.
● OpenStefan Campagna, Esq. is a prestigious law institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in various areas of law including Personal Injury, Business/Corporate, Estate Planning/Tax, Real Estate, Construction, Criminal/DUI Defense, and Family Law, our team of experienced attorneys is dedicated to meeting and exceeding your expectations. Our trusted legal team at Band, Gates, and Dramis handles a wide range of legal matters, from Real Estate and Business Law to Estate Planning and Personal Injury cases such as car accidents, truck accidents, premises liability, and wrongful death. With a focus on providing personalized and client-focused legal services, we strive to resolve your complex legal matters in a timely and effective manner. Our team of attorneys, including David S. Band, Chad Gates, George Dramis III, Erik Arroyo, and Stefan Campagna, are committed to delivering top-notch legal representation both inside and outside the courtroom. If you are in need of a dedicated Sarasota personal injury law firm that will prioritize your case, look no further than Stefan Campagna, Esq.
2070 Ringling Blvd, Sarasota, FL 34237, United States -
Muirhead, Gaylor, Steves & Waskom, LLP
● ClosedMuirhead, Gaylor, Steves & Waskom, LLP is a boutique law firm located at 901 Ridgewood Avenue in Venice, Florida. Specializing in Trust and Estate Planning and Administration, our team of experienced attorneys and paralegals are dedicated to providing expert advice on a range of estate planning matters including Trusts, Probate, Estate Tax, and more. We are committed to bringing clarity to the often complex and personal issues surrounding estate planning for our clients. Our practice areas include Wills, Trusts, Estate and Trust Administration, Federal Estate and Gift Tax, Powers of Attorney, Healthcare Planning, and Pre- and Post-nuptial Agreements. We are deeply involved in our community, engaging in charitable giving as a means of both tax planning and community building. Our attorneys donate their time, money, and expertise to various philanthropic organizations, reflecting our commitment to giving back.
901 Ridgewood Ave, Venice, FL 34285, United States -
The Law Offices of Robert Marble
● OpenThe Law Offices of Robert Marble is a reputable legal institution located at 2075 Main Street in Sarasota, Florida, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Robert Marble and his team are dedicated to providing high-quality legal representation to their clients. With years of experience and a track record of success, the Law Offices of Robert Marble is committed to fighting for justice and achieving the best possible outcomes for their clients. Contact them today for expert legal advice and representation.
2075 Main St STE 18, Sarasota, FL 34237, United States -
David Harris Law
● OpenDavid Harris Law is a reputable law firm located at 8586 Potter Park Drive in Sarasota, Florida, United States. Specializing in various legal services, the team at David Harris Law is dedicated to providing top-notch representation and support to their clients. With a focus on professionalism, integrity, and expertise, the lawyers at this institution strive to achieve the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, David Harris Law is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
8586 Potter Park Dr Suite 102, Sarasota, FL 34238, United States -
Band, Gates & Dramis, P.L.
● ClosedBand, Gates & Dramis, P.L. is a full-service legal institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing exceptional representation in various practice areas including Personal Injury, Business/Corporate Law, Estate Planning/Tax, Real Estate, Construction, Criminal/DUI Defense, and Family Law. Our goal is to not only meet but exceed your expectations by securing the representation of our trusted legal team. With a focus on client satisfaction, we handle a wide range of legal matters, from real estate and business law to personal injury cases such as car accidents, truck accidents, premises liability, and more.
2070 Ringling Blvd, Sarasota, FL 34237, United States -
Stickley Law Office
● ClosedStickley Law Office, located at 737 South Indiana Avenue in Englewood, Florida, offers comprehensive legal advice and counsel with a focus on Estate Planning, Probate and Trust Administration, and Elder-Law Planning. Serving clients in Sarasota, Manatee, Charlotte, and Desoto County, Stickley Law Office is known for its creative approaches and exceptional results. With a commitment to keeping clients involved and at the center of attention, the experienced attorneys at Stickley Law Office provide reliable advice and support in navigating complex legal processes such as probate and trust administration. Estate planning is emphasized as a crucial step in preparing for the future, allowing individuals to distribute assets according to their wishes while minimizing taxes and expenses. Elder law planning addresses the unique needs of elderly individuals, covering issues such as estate planning, long-term care planning, and Medicaid planning. By working with a qualified attorney, clients can ensure that their legal and financial affairs are in order, providing peace of mind for themselves and their loved ones. Stickley Law Office does not intend to solicit legal business from clients in states or jurisdictions where its attorneys are not licensed or authorized to practice law.
737 S Indiana Ave, Englewood, FL 34223, United States -
The Law Office of James W. Mallonee
● ClosedThe Law Office of James W. Mallonee, located at 946 Tamiami Trail in Port Charlotte, Florida, provides a wide range of legal services in Charlotte, Lee, Desoto, and Sarasota County. Specializing in Estate Planning, Trust Administration, Probate, Wills, Trusts, Medicaid Planning, Real Estate, and Transactional Law, James W. Mallonee, P.A. offers personalized attention and effective representation to both individuals and businesses. With a focus on estate planning, asset protection, and tax planning, the firm is dedicated to helping clients navigate important legal matters. Whether you need assistance with business formation, transactional work, or estate administration, James W. Mallonee, P.A. is here to provide sound advice and expert guidance. Contact them at 941-207-2223 or visit their office at 871 Venetia Bay Blvd, Suite 225 in Venice, FL.
946 Tamiami Trail, Port Charlotte, FL 33953, United States -
Wood Seitl & Anderson, P.A.
● ClosedWood Seitl & Anderson, P.A. is a prestigious law firm located at 304 West Venice Avenue in Venice, Florida, United States. Serving Sarasota, Bradenton, Venice, and surrounding areas, our experienced attorneys specialize in estate planning, administration, and trust administration. With a focus on client service for over 70 years, our firm was founded in 1951 by John R. Wood and is AV rated by Martindale Hubbell. At Wood Seitl & Anderson, we prioritize helping clients with probate avoidance, preparation of wills, trusts, charitable trusts, and foundations, as well as federal estate tax issues. We also specialize in elder law, addressing legal issues related to health and personal care planning. Our team is dedicated to providing personalized and comprehensive legal services to individuals and families in Southwest Florida. Trust Wood Seitl & Anderson, P.A. for all your estate planning and administration needs.
304 W Venice Ave suite 218b, Venice, FL 34285, United States -
Law Office Of Shelly Gallagher, PA
● OpenThe Law Office of Shelly Gallagher, PA, located at 3411 Magic Oak Lane in Sarasota, Florida, is dedicated to providing peace of mind through thoughtful planning. As an estate planning attorney in Sarasota, FL, Shelly A. Gallagher, PA helps seniors and families navigate difficult questions related to financial, medical, and legal challenges that come with aging. The firm creates personalized plans to help individuals control and protect their assets in the event of incapacitation or the need for assisted living or nursing home care. While many people may view estate planning as simply a way to distribute assets after death and minimize taxes, Shelly A. Gallagher, PA understands that a well-designed plan can accomplish much more. Without an estate plan, assets may be tied up in a time-consuming and expensive probate process. The firm also assists with guardianship proceedings in Florida, ensuring that individuals who are incapable of making their own decisions regarding finances and medical care have a trusted representative appointed to act on their behalf.
3411 Magic Oak Ln, Sarasota, FL 34232, United States -
Priority Wealth Advisors of Raymond James
● OpenPriority Wealth Advisors of Raymond James is a finance institution located at 1950 Ringling Boulevard in Sarasota, Florida, United States. As a trusted wealth management firm, they provide personalized financial planning and investment strategies to help their clients achieve their financial goals. With a team of experienced advisors, they offer a wide range of services including retirement planning, estate planning, tax planning, and investment management. Whether you are planning for the future or looking to grow your wealth, Priority Wealth Advisors of Raymond James is dedicated to helping you secure a prosperous financial future.
1950 Ringling Blvd Suite 401, Sarasota, FL 34236, United States -
The Pullen Kilbane Group - Morgan Stanley
● OpenThe Pullen Kilbane Group at Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and estate planning, we are dedicated to helping individuals and families build and preserve their wealth for the future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
2 N Tamiami Trail UNIT 1100, Sarasota, FL 34236, United States -
Plancorp, LLC
● ClosedPlancorp, LLC, located at 5114 Station Way in Sarasota, Florida, offers a holistic and proactive approach to managing your entire financial plan to achieve life’s goals. Specializing in bespoke services for ultra-high-net-worth families, multi-generational financial planning, and managing company 401(k) or Cash Balance plans with minimal fees. They also help create succession plans, offer financial planning and investment management for nonprofits, endowments, and organizations, empower women through education, and provide tailored wealth management plans. Plancorp focuses on complex financial needs and offers personalized recommendations through a free financial analysis tool. They provide expertise on estate planning, equity compensation, retirement planning, college savings, marriage finances, business exit strategies, divorce planning, sudden wealth management, and more. Plancorp is CEFEX-certified, ensuring the highest fiduciary standards for client trust and best interest. With over 40 years of experience, Plancorp's team of experts offer real-life knowledge to help clients achieve their financial goals. Contact them today to schedule a call with a wealth manager and start making the most of your wealth.
5114 Station Way, Sarasota, FL 34233, United States -
Ryon Wealth Strategies
● ClosedRyon Wealth Strategies is a financial advisor located in Sarasota, Florida, offering services to help individuals plan for their financial future. The principal and founder of the institution holds various securities licenses and is accredited as an Investment Fiduciary. Securities are offered through LPL Financial, while investment advice is provided through Private Advisor Group. The institution is dedicated to helping clients achieve their retirement goals and offers a free guide on how to live the life you want in retirement. Visit Ryon Wealth Strategies at 8586 Potter Park Drive in Sarasota, Florida, across from the YMCA, to start planning for a secure financial future.
8586 Potter Park Dr, Sarasota, FL 34238, United States -
Main Street Financial Group
● ClosedMain Street Financial Group is a trusted finance institution located at 1819 Main Street in Sarasota, Florida. We specialize in providing comprehensive financial planning and investment services to individuals, families, and businesses. Our experienced team of financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, estate planning, or insurance solutions, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
1819 Main St #600, Sarasota, FL 34236, United States
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