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TOP 30 Estate and trust services in Lake Mary, FL
14 results found
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Kane and Koltun
Kane and Koltun, Attorneys at Law, located at 150 Spartan Drive in Maitland, Florida, is a highly respected law firm serving clients in Orlando, Altamonte Springs, Winter Park, Lake Mary, and throughout Central Florida. With a focus on estate planning, business law, trust and estate litigation, and probate and estate administration, the firm is dedicated to providing efficient and effective legal services to its clients. Founded in 1997, Kane and Koltun has earned the highest peer-reviewed rating from Martindale-Hubbell, a testament to their professional excellence. Their team of experienced attorneys offers expertise in a wide range of legal matters, including wills, trusts, business entity formation, and estate litigation.
Traditions Wealth and Legacy Planning
Traditions Wealth and Legacy Planning is a finance institution located at 801 International Parkway in Lake Mary, Florida, United States. Our mission is to help you make financial independence a new family tradition by creating a multi-generational plan for your family wealth. We believe in preserving wealth for the next generation by helping your beneficiaries understand and implement the legacy you pass on to them. Our Founder & President, Lemar Williams, was recognized by the Association of African American Financial Advisors for his excellence in the field. At Traditions Wealth and Legacy Planning, we treat our clients like family and aim to build a trusting relationship so we can anticipate your needs and provide proactive strategies and solutions. We offer comprehensive wealth and legacy planning strategies for you, your family, and future generations. Please consult your legal advisor for specific legal advice. Visit our Resource Center for articles and resources on wealth and legacy planning, retirement planning, estate planning, investing, and more. Contact us at (407) 553-3573 or email info@traditionswealthlegacy.com for more information. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Remember, no offers may be made or accepted from residents of states where our representatives are not properly registered or licensed.
REAP | Retirement & Estate Advisors & Professionals
REAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.
Steven R Adelson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Steven R Adelson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1525 International Parkway, Lake Mary, Florida, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for various individuals and businesses. As a trusted advisor, Steven R Adelson provides comprehensive financial solutions tailored to meet the unique needs of his clients.
Premium Properties Real Estate Services - Winter Springs
Premium Properties Real Estate Services in Winter Springs, Florida is the go-to real estate agency for top-notch agents looking for a reliable and professional partnership. Located at 1138 East State Road 434, Winter Springs, our trusted and experienced Realtors are dedicated to helping you find your dream home or sell your property quickly and efficiently. Whether you are looking for a temporary rental or a permanent residence in Central Florida, Miami, Cocoa Beach, or Melbourne Beach, Premium Properties has you covered. With over 20 years of experience, we are the number one Independent Real Estate company in Florida, offering services in Orlando, Winter Park, Lake Mary, and many other areas in Orange, Seminole, Lake, Osceola, and Brevard counties.
Premium Properties Real Estate Services
Premium Properties Real Estate Services is a top-notch real estate agency located at 10645 Narcoossee Road in Orlando, Florida. As the premier brokerage for agents seeking a reliable and professional partnership, we value the experience of our team members. Whether you're buying your first home or looking to sell quickly, our trusted and experienced Realtors are here to help. We offer a wide range of services, including temporary housing options and assistance with buying, selling, financing, and real estate listings in various areas of Florida. With offices strategically located in Dr. Phillips, Lake Mary, Downtown Orlando, Davenport, and more, we are committed to serving our clients with a full-service approach. If you're a licensed real estate agent looking to grow your business, we are currently hiring and would love to have you join our innovative team. Contact us today to learn more about how Premium Properties can help you achieve your real estate goals.
Law Office of Elaine T. Silver, Esq.
The Law Office of Elaine T. Silver, Esq. is a reputable legal institution located at 1540 International Parkway in Lake Mary, Florida, United States. Specializing in various areas of law, including but not limited to estate planning, real estate, and business law, Attorney Elaine T. Silver and her team provide comprehensive legal services to clients in need of expert advice and representation. With a strong commitment to professionalism, integrity, and personalized attention, the Law Office of Elaine T. Silver, Esq. is dedicated to providing top-notch legal solutions tailored to meet the unique needs and goals of each client. Contact them today for all your legal needs.
Alper Law
Alper Law is a well-established finance and lawyer institution located at 255 Primera Boulevard in Lake Mary, Florida. Specializing in asset protection and estate planning, Alper Law is a third-generation law firm near Orlando. Jon Alper and Gideon Alper, the expert attorneys at Alper Law, provide personalized services to clients, ensuring direct communication and no delegation of work to junior associates. With most services priced as flat fees, clients can know in advance how much they will pay. Jon Alper, with over 30 years of experience, is recognized as one of the leading experts in Florida asset protection law. Gideon Alper, with a background as an attorney for the IRS Office of Chief Counsel, specializes in asset protection for individuals and small businesses. Additionally, Gideon provides services in real estate transfers and family adoptions. Alper Law serves clients throughout Florida, offering remote services through phone and Zoom. From asset protection to estate planning, real estate transfers, and adoptions, Alper Law provides comprehensive legal services to meet the unique needs of each client. Whether establishing an offshore trust or representing clients in a Chapter 7 bankruptcy proceeding, Alper Law is dedicated to helping clients protect their assets and achieve their legal goals. Please note that prospective clients may not obtain the same or similar results.
Monts Law, P.L.
Monts Law, P.L. is a reputable law firm located at 766 North Sun Drive in Lake Mary, Florida. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Monts Law, P.L. is committed to helping you navigate the legal system with skill and expertise. Contact them today for professional legal assistance you can trust.
Regalis Law, P.A.
Regalis Law, P.A. is a reputable law firm located at 255 Primera Boulevard in Lake Mary, Florida. Our dedicated team of experienced attorneys specializes in providing top-notch legal services to clients in various practice areas including business law, real estate law, estate planning, and more. We pride ourselves on our commitment to delivering personalized and effective solutions to meet the unique needs of each client. With a focus on professionalism, integrity, and excellence, Regalis Law, P.A. is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Brown Law Firm, PL
Brown Law Firm, PL is a reputable law firm located at 1540 International Parkway in Lake Mary, Florida. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with family law matters, or require help with estate planning, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Brown Law Firm, PL is the trusted choice for legal representation in the United States.
The Probate Pro
The Probate Pro is a team of expert professionals and compassionate humans located at 3300 West Lake Mary Boulevard, Lake Mary, Florida. Specializing in National Probate Coordination, our top probate lawyers are dedicated to guiding you through the probate process with care and expertise. We are client-focused, fair, and cost-effective, providing assistance with trusts, estates, and guardianships. With a fast response time and around-the-clock availability, we are here to help you achieve your unique probate goals. Recognized as one of the top civil trial lawyers in America, Mark Lanier of The Lanier Law Firm endorses our services, as do countless other satisfied clients. Experience the best in probate law with The Probate Pro - responsive, committed, and always ready to assist you.
Daniel Wilson - Top Orlando Living - RE/MAX
Daniel Wilson - Top Orlando Living - RE/MAX is a premier real estate agency located at 1155 Louisiana Avenue in Winter Park, Florida. Our team of professional and experienced RE/MAX agents specialize in meeting the needs of home buyers and sellers in the Central Florida area. Whether you are a first-time buyer, local resident, relocator, or homeowner looking to sell or upgrade, we offer personalized service to ensure a smooth and enjoyable real estate transaction. We specialize in Downtown Orlando and surrounding areas such as College Park, Thornton Park, Winter Park, Maitland, Lake Nona, Oviedo, Winter Springs, Longwood, Lake Mary, Apopka, Altamonte Springs, Waterford Lakes, Kissimmee, Doctor Phillips, Winter Garden, Horizon West, and Windermere. Trust Top Orlando Living at RE/MAX 200 Realty for all your real estate needs.
Chris Brown Team: Orlando Mortgage Pro nmls #303797
Chris Brown Team: Orlando Mortgage Pro, NMLS #303797, is a reputable finance institution located at 615 Crescent Executive Court in Lake Mary, Florida, United States. Specializing in mortgage services, our team of professionals is dedicated to helping clients secure the best possible financing options for their real estate needs. With years of experience and expertise in the industry, we strive to provide personalized and efficient service to ensure a smooth and successful mortgage process. Trust Chris Brown Team to be your go-to mortgage pro in Orlando.
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