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TOP 30 Estate planning expertise in Sarasota, FL
44 results found
Search for local businesses, places and services near you
Zoecklein Law: Sarasota Probate Lawyer
Zoecklein Law, located at 3230 Southgate Circle, Sarasota, Florida, United States, is a premier law firm specializing in Wills, Trusts, Estates, Civil and Real Estate litigation. With a successful track record of handling thousands of cases throughout Florida, our dedicated legal team focuses on Estate Planning, Probate, Trust, and Estate litigation. Our services include Will and Trust Contests, actions against Trustees, Personal Representatives, and more. We also handle real estate cases to recover property, clear up title issues, and force property sales through partition actions. Our mission is to provide exceptional legal services with integrity and empathy, focusing on trust and respect in every interaction. Our team, led by attorney Brice Zoecklein, brings a wealth of experience and expertise to each case. Visit our website to learn more about our team and the services we offer. Contact us today for all your legal needs."
PNC Financial Services Group
PNC Financial Services Group is a leading financial institution located at 1549 Ringling Boulevard in Sarasota, Florida, United States. As a provider of ATM and finance services, PNC offers a wide range of banking solutions to meet the needs of individuals and businesses. With a strong reputation for customer service and financial expertise, PNC is a trusted partner for all your financial needs.
Rowe Roger D
Rowe Roger D is a reputable doctor's office located at 330 South Pineapple Avenue in Sarasota, Florida, United States. This institution provides high-quality health services to patients in the Sarasota area. Dr. Rowe and his team are dedicated to providing personalized care and treatment options to meet the individual needs of each patient. With a focus on patient wellness and satisfaction, Rowe Roger D is a trusted healthcare provider in the community.
Hudson Law Office
Hudson Law Office is a reputable legal institution located at 7780 Westmoreland Drive in Sarasota, Florida. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation for a criminal matter, Hudson Law Office is here to help. Trust us to handle your legal needs with professionalism and expertise. Contact us today to schedule a consultation.
Marc J. Soss, Esquire
Marc 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.
The Freeland Eddie Law Group PA
The Freeland Eddie Law Group PA is a reputable law firm located in Sarasota, Florida. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing high-quality legal services to their clients. With a convenient location on Doctor Martin Luther King Way, clients can easily access the firm for all their legal needs. Whether you are in need of representation for a personal injury case, family law matter, or any other legal issue, The Freeland Eddie Law Group PA is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today to schedule a consultation and discuss your legal options.
Muirhead, Gaylor, Steves & Waskom, LLP
Muirhead, 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.
Farr Law Firm
Located at 237 Nokomis Avenue South in Venice, Florida, the Farr Law Firm has been serving Southwest Florida for over 100 years. As the oldest and largest law firm in Charlotte County, the firm is dedicated to addressing complex legal issues while upholding small town values. Serving individuals and businesses alike, the multi-practice firm covers a wide range of legal needs and challenges. From Naples to Fort Myers, Punta Gorda to Sarasota, the Farr Law Firm zealously represents clients throughout Southwest Florida. Founded by Earl D. Farr in 1924, the firm has grown from a one-man operation to a leading law firm in the region.
The Edwards Law Firm, PL
The Edwards Law Firm, PL is a prestigious insurance agency and law firm located at 500 South Washington Boulevard, Sarasota, Florida, United States. Specializing in real estate closing, litigation, and probate law, our lead attorney, Sheryl A. Edwards, is a Board Certified specialist with years of experience and expertise in the field. Our firm represents clients from all walks of life, ensuring that their interests are protected in every step of the legal process. From residential to commercial real estate closings, we strive to achieve each client's objectives in a timely manner. Our team of dedicated attorneys will create a personalized strategy for your real estate, estate planning, and probate matters, providing you with superior legal counsel. Whether you need help with real estate disputes, estate planning, or probate, The Edwards Law Firm, PL is here to guide you through the process and give you peace of mind. With our experienced attorneys by your side, you can be confident that your wishes will be understood and carried out in the future.
David Harris Law
David 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.
Griffin & Griffin
Griffin & Griffin is a reputable law firm located at 7077 South Tamiami Trail in Sarasota, Florida. Specializing in elder law, the firm is led by Partner Carrie Griffin, who is licensed to practice in both Florida and New Jersey. With a focus on providing compassionate and understanding legal support, the attorneys and staff at Griffin & Griffin are dedicated to helping clients navigate the complexities of aging and illness with expertise and care. Serving clients not only in Sarasota, Charlotte, and Manatee counties but also across the State of Florida and beyond, Griffin & Griffin offers trustworthy legal guidance for a variety of unique situations. Board Certified by the Florida Bar as an Expert in Elder Law, Partner John Griffin brings a wealth of knowledge and experience to the firm. Whether you are seeking assistance with estate planning, Medicaid planning, guardianship, or other elder law matters, Griffin & Griffin is committed to providing you with the personalized attention and support you deserve.
The Murphy Law Group
The Murphy Law Group is a reputable law firm located at 2127 Ringling Boulevard in Sarasota, Florida. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing exceptional legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, The Murphy Law Group is here to help. With a commitment to excellence and a track record of success, you can trust The Murphy Law Group to fight for your rights and achieve the best possible outcome for your case. Contact them today for a consultation.
The Darnell Law Group
The Darnell Law Group is a reputable law firm located at 2639 Fruitville Road in Sarasota, Florida. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business dispute, our knowledgeable attorneys are here to help. Contact us today to schedule a consultation and let us guide you through the legal process with expertise and compassion.
Raymond S Grimm Pa
Raymond S. Grimm, ESQ. P.A. is a law firm located in North Port, Florida, serving clients in Sarasota, Charlotte, and Manatee Counties. With over 30 years of experience, Attorney Raymond S. Grimm specializes in family law, estate planning, guardianships, general civil litigation, and appellate practice. The firm offers personalized representation tailored to each client's unique needs and circumstances. During estate planning consultations, Mr. Grimm discusses family situations, finances, and wishes for providing for loved ones. Options such as wills, revocable living trusts, and testamentary trusts are explored to best meet the client's needs. Additionally, strategies for protecting families from court intervention in cases of incapacitation are discussed.
Marjorie Anne Schmoyer
Marjorie Anne Schmoyer is a reputable law firm located at 1800 2nd Street in Sarasota, Florida, United States. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a team of experienced and dedicated lawyers, Marjorie Anne Schmoyer strives to provide top-notch legal advice and guidance to help clients navigate through their legal issues with ease. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Marjorie Anne Schmoyer is committed to delivering superior legal solutions tailored to meet your individual needs. Trust in the expertise and dedication of Marjorie Anne Schmoyer for all your legal needs.
Paul Ryan
Paul Ryan is a local, hometown law firm located in Punta Gorda, Florida at 25073 Marion Avenue. Our team of competent, honest, friendly, and approachable attorneys is dedicated to providing personalized legal services to clients throughout Southwest Florida, including Charlotte, Lee, Sarasota, and Desoto Counties. Whether you need assistance with estate planning, probate or trust administration, real estate matters, or mediation services, we are here to help guide you through the legal process. With our expertise and experience, we strive to exceed our clients' expectations and help them achieve their individual goals. Contact us today to experience the difference of working with a trusted law firm like Paul Ryan.
Couture Financial
Couture Financial is a premier finance institution located at 1800 2nd Street in Sarasota, Florida, United States. We specialize in providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Our team of experienced professionals offers a wide range of services including investment management, retirement planning, estate planning, and more. At Couture Financial, we are committed to providing exceptional service and expertise to our clients, helping them navigate the complexities of the financial world with confidence and peace of mind.
Plancorp, LLC
Plancorp, 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.
CPA Consultants PA
CPA Consultants PA, located at 240 South Pineapple Avenue in Sarasota, Florida, is a trusted institution specializing in accounting and finance services. With expertise in handling complex tax issues, including S elections and dual citizenship tax filings, our team is dedicated to providing personalized solutions for both businesses and individuals. From preparing various tax forms for international clients to offering advice on estate planning and financial statements, we are committed to helping our clients achieve their financial goals. Whether you need assistance with state tax returns, accounting software systems, or business transactions, our experienced professionals are here to help. Contact us today for a consultation and let us assist you in navigating the complexities of financial management.
Longa Law Firm, P.A.
Longa Law Firm, P.A. is a reputable institution located at 400 North Ashley Drive in Tampa, Florida. Specializing in estate planning, probate, estate and gift tax planning, and living wills and other advance directives, this firm has been serving the Tampa Bay area since 2008. Their knowledgeable attorneys provide reliable counsel to clients in the Tampa area, with a thorough understanding of Florida law. Longa Law Firm, P.A. is dedicated to helping clients achieve the best possible results in their legal matters. They serve clients throughout the state of Florida, including Tampa, Brandon, Plant City, Apollo Beach, Lutz, Dunedin, Clearwater, St. Petersburg, Seminole, as well as Manatee, Sarasota, Charlotte, and Polk County. Trust Longa Law Firm, P.A. to handle your estate planning and probate needs with professionalism and expertise.
Icard Merrill
Icard Merrill is a prestigious law firm located at 2033 Main Street in Sarasota, Florida, United States. With a team of experienced attorneys, Icard Merrill provides a wide range of legal services to individuals and businesses in the Sarasota area. Their expertise covers various practice areas including real estate law, estate planning, business law, family law, and more. Known for their dedication to client satisfaction and their commitment to excellence, Icard Merrill is a trusted institution in the legal community. Whether you need assistance with a complex legal matter or simply want to explore your options, the attorneys at Icard Merrill are here to help.
William L. Clark & Associates
William L. Clark & Associates is a reputable institution located at 8484 South Tamiami Trail in Sarasota, Florida. Specializing in a wide range of financial services, the dedicated team at William L. Clark & Associates is committed to providing personalized solutions for individuals and businesses alike. With a focus on excellence and integrity, clients can trust in the expertise and professionalism of the staff at this esteemed institution. Whether you are seeking investment advice, retirement planning, or estate planning services, William L. Clark & Associates is here to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Law Office of David W. Smith PA
The Law Office of David W. Smith PA is a reputable legal institution located at 5020 Clark Road in Sarasota, Florida, United States. With a focus on providing personalized and professional legal services, Attorney David W. Smith and his team strive to offer top-notch representation to clients in various legal matters. From civil litigation to estate planning, the firm is dedicated to helping individuals navigate the complexities of the legal system with expertise and care. Contact the Law Office of David W. Smith PA today for trusted legal guidance and advocacy.
Christine Purser - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christine Purser is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 541 North Orange Avenue, Sarasota, Florida, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christine Purser is committed to providing comprehensive financial planning services to individuals and businesses. Specializing in asset management, estate planning, retirement planning, and investment strategies, Christine Purser offers expertise in a wide range of financial areas. As a trusted advisor, Christine Purser helps clients make informed decisions to secure their financial future. Contact Christine Purser today for personalized wealth management services."
Gregg E Martinsen - Financial Advisor, Ameriprise Financial Services, LLC
Gregg E Martinsen, a Financial Advisor at Ameriprise Financial Services, LLC located at 1819 Main Street, Sarasota, Florida, United States, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gregg E Martinsen is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Gregg E Martinsen has the knowledge and expertise to help you achieve your financial goals. Contact Gregg E Martinsen today to schedule a consultation and take the first step towards securing your financial future.
Lynda Martinsen - Financial Advisor, Ameriprise Financial Services, LLC
Lynda Martinsen is a Financial Advisor at Ameriprise Financial Services, LLC located at 3554 Recurve Circle, Sarasota, Florida, United States. Lynda holds various 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 Lynda's expertise in asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethical practices and continuous education, Lynda provides comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Lynda Martinsen for expert financial guidance tailored to your specific needs.
Scott Brad Conti - Financial Advisor, Ameriprise Financial Services, LLC
Scott Brad Conti is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. Scott Brad Conti holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Scott Brad Conti's expertise in various areas of finance, including asset management, retirement planning, estate planning, and investment management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Scott Brad Conti can provide you with comprehensive financial advice tailored to your specific needs. Contact Scott Brad Conti at Ameriprise Financial Services, LLC for professional and personalized financial guidance.
J Michael Reynolds - Financial Advisor, Ameriprise Financial Services, LLC
J Michael Reynolds - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2831 Ringling Boulevard in Sarasota, Florida, United States. The institution offers a range of certifications and designations 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover a variety of financial planning topics and demonstrate expertise in areas such as asset management, retirement planning, estate planning, and more. The institution is dedicated to providing comprehensive and specialized financial services to clients, including those in the military and veterans community.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 1943 Morrill Street in Sarasota, Florida, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Owen Odonnell - Financial Advisor, Ameriprise Financial Services, LLC
Owen O'Donnell is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida, United States. Owen holds various 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 showcase Owen's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. With a focus on providing personalized and comprehensive financial advice, Owen O'Donnell is dedicated to helping individuals and families achieve their financial goals.
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