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TOP 30 Estate planning for businesses in Florida
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Financial Planning Investment Group
Financial Planning Investment Group is a leading finance and insurance agency located at 1615 Forum Place in West Palm Beach, Florida, United States. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide expert guidance and support every step of the way. Visit us today and let us help you secure a brighter financial future.
Conticello, PA - Estate Planning Attorney
Conticello Law Firm, located at 2509 Barrington Circle in Tallahassee, Florida, is a renowned institution specializing in Estate Planning, Elder Law, Florida Probate, Florida Sunshine Law & Public Records, Civil Litigation, and Business Law. With over twenty-five years of legal experience, our attorney provides expert guidance and representation to clients throughout the state of Florida. Our firm is known for our expertise in Elder Law Planning, Estate Administration, and Probate, as well as our comprehensive understanding of Florida Sunshine Law and Public Records compliance. In addition, we offer services in Civil litigation and serve as trusted Business and Corporate Counsel. Trust Conticello Law Firm for all your legal needs in Tallahassee and beyond.
Prospective Tax & Financial Planning, LLC
Prospective Tax & Financial Planning, LLC is a leading accounting and finance institution located at 1291 Cedar Center Drive in Tallahassee, Florida, United States. Our team of experts specializes in providing personalized tax and financial planning services to help individuals and businesses achieve their financial goals. With a focus on strategic planning and expert advice, we are dedicated to helping our clients navigate the complex world of taxes and finances with confidence and peace of mind. Contact us today to learn more about how we can help you secure a stable financial future.
Dougherty Financial Planning, LLC
Dougherty Financial Planning, LLC is a finance institution located at 2457 Care Drive in Tallahassee, Florida. As a "fee only" advisor, we prioritize client needs and risk tolerances over commissions. Our team utilizes statistical and fundamental analysis to manage client assets, representing a wide range of clients including everyday working people, local business owners, and high net worth individuals. We use econometric models to analyze market conditions and develop investment strategies, combining intrinsic value, dividends, income, and hedges based on your risk tolerance and demographics. Our proprietary 20 variable statistical model, along with traditional and complex analyses, helps us determine the relative value of both "value" and "growth" stocks. Edward W. Dougherty III, Principal and Investment Advisor Representative, leads our team in providing personalized financial planning services. Visit our website or contact us for more information about our services and how we can assist you with your financial goals.
North Florida Financial Planning, Protecting
North Florida Financial Planning, Protecting is a leading finance institution located in Marianna, Florida, United States. Our team of expert financial planners is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and protection strategies. Whether you are looking to save for retirement, invest in the stock market, or protect your assets, we are here to provide personalized guidance and support every step of the way. Trust North Florida Financial Planning, Protecting to secure your financial future and safeguard your wealth.
TREI Real Estates institute
TREI Real Estates Institute is a family-oriented institution located at 13526 Village Park Drive in Orlando, Florida, United States. We pride ourselves on creating a community of students who are eager to learn and grow together. Our experienced instructors are dedicated to providing top-notch education in the real estate industry, helping you take that first step towards professionalism and success. By enrolling in one of our courses, you will have access to excellent educational content that will enhance your knowledge of the real estate world. We provide ongoing support and guidance to ensure that you achieve your learning goals. Our online platform offers flexibility, allowing you to learn at your own pace and on your own schedule.
Academy of Real Estate & Mtg
The Academy of Real Estate & Mortgage, located at 5600 Southwest 135th Avenue in Miami, Florida, is the ideal institution for individuals looking to become a Real Estate Sales Associate or Licensed Mortgage Loan Originator. Our personalized instruction and open discussion style courses ensure that you receive the training you need to succeed in the industry. Whether you dream of a career in Real Estate or as a Mortgage Loan Originator, we offer classes such as Real Estate Pre-License Exam Prep, CE Credits Renewal, and 1 on 1 Sales Associate Training to help you start making income immediately. Our classes are held weekly and on weekends for your convenience. Once approved for licensure by the State of Florida, students can schedule their examination with Promissor. Visit our offices for personal 1 on 1 training for Realtors, where you can learn everything from getting your contracts accepted to becoming a working Agent from day one. Sit down with your instructor/broker to review your new potential real estate business plan before registering. Don't miss out on the opportunity to kickstart your career in Real Estate or Mortgage with the Academy of Real Estate & Mortgage.
Premier Planning Partners, Inc
Premier Planning Partners, Inc is a trusted finance and insurance agency located at 801 West Bay Drive in Largo, Florida, United States. With a team of experienced professionals, we provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, our dedicated team is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a secure financial future with Premier Planning Partners, Inc.
Legal services for all
"Legal Services for All is a finance institution located at 12220 Southwest 3rd Terrace, Miami, Florida, United States. Our team of experienced lawyers and financial experts are dedicated to providing affordable and accessible legal services to individuals of all backgrounds. Whether you need assistance with financial planning, estate planning, or business law, our professionals are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future."
Estate Planning & Corporate Attorney Joseph Boyles, Esq.
Estate Planning & Corporate Attorney Joseph Boyles, Esq. is a highly respected law firm located at 212 West Cervantes Street in Pensacola, Florida, United States. Specializing in estate planning, trust creation, and corporate counseling, Boyles and Boyles, PLLC. serves clients in Pensacola, Gulf Breeze, Cantonment, Milton, Navarre, and surrounding areas in Escambia County. With over half a century of combined legal experience, the partners at Boyles and Boyles, PLLC. handle a wide range of legal matters, including creating trusts, wills, corporations, and LLCs, as well as probate administration, guardianships, and complex business law issues. The firm is dedicated to providing personalized and compassionate service to every client, treating them with the same respect, fairness, and integrity as a trusted relative. Whether you need a simple will or a complex estate plan, Boyles and Boyles, PLLC. is here to help you navigate the legal process and ensure that your loved ones are well taken care of. Contact us today to schedule a consultation and start planning for your family's future.
Marc J. Soss, Esq. Estate Planning - Corporate - Probate
Marc J. Soss, Esq. Estate Planning - Corporate - Probate is a prestigious institution located at 9040 Town Center Parkway in Bradenton, Florida, United States. Specializing in accounting, finance, and legal services, this firm is led by Marc J. Soss, a retired U.S. Navy Supply Corps Officer with over 30 years of experience. Recognized for his outstanding contributions to the legal field, Marc J. Soss has received accolades such as the 2020 Rhode Island Bar Journal Outstanding Contributor Award and the Attorney.Com Top Attorney Award in Estate Planning. The firm offers a wide range of services including estate planning, probate administration, asset protection planning, and business and corporate law. They assist clients with drafting legal documents such as Last Will & Testament, Revocable Trusts, Powers of Attorney, and Health Care Surrogates. Additionally, they provide guidance on Florida strategies for protecting assets from creditors and planning for incapacity.
Law Offices of Ables & Craig, P.A., Real Estate Attorney
The Law Offices of Ables & Craig, P.A. is a reputable institution located in Sebring, Florida, specializing in real estate law. Our team of experienced lawyers is dedicated to providing top-notch legal advice, representation, and education to help clients make important decisions with confidence. With offices in both Highlands County and Hardee County, we have the expertise to handle a wide range of legal challenges, from simple to complex. Our collaborative approach ensures that every case is handled with care and attention to detail. We prioritize communication and aim to promptly address our clients' needs, whether it's a real estate transaction, estate planning, or business formation. Contact us for expert guidance on closing, contracts, wills, trusts, foreclosure law, and more. Visit us at our Sebring or Wauchula location during our office hours, or email us for more information.
Daily, Montfort & Toups Sarasota Estate Planning Lawyer
Daily, 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.
Daily, Montfort & Toups Osprey Estate Planning Lawyer
Daily, 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.
Heritage Law Firm: Attorney - Estate planning, Probate
Heritage Law Firm, located at 12724 Gran Bay Parkway in Jacksonville, Florida, specializes in estate planning and probate law. Whether you are looking to protect your assets, start a business, or ensure your loved ones are taken care of in case of an emergency, Heritage Law Firm is dedicated to serving your needs. The team at Heritage Law Firm, including attorneys Jeremy and Chris, provide personalized and high-quality service to each client. Clients have praised the firm for their professionalism, knowledge, and dedication to helping them navigate legal challenges. If you are in need of estate planning services, Heritage Law Firm is the place to go for a supportive and effective experience.
Estate Plan Prep
Estate Plan Prep is a reputable law firm located at 4932 Ridgemoor Circle in Palm Harbor, Florida. Our team of experienced lawyers specializes in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or navigating the probate process, our knowledgeable attorneys are here to guide you every step of the way. Trust Estate Plan Prep to provide personalized and professional legal services for all your estate planning needs.
Elder & Estate Planning Attorneys PA
Elder & Estate Planning Attorneys PA is a top-rated law firm located at 480 Maplewood Drive, Suite 3 in Jupiter, Florida. We are proud to be recognized as one of the top 3 finalists for Small Business of the Year by the Palm Beach North Chamber of Commerce. Our experienced attorneys specialize in estate planning and elder law, serving clients in Jupiter and surrounding areas. At Elder & Estate Planning Attorneys PA, we understand the importance of planning for the future and ensuring that you and your loved ones are well-prepared for whatever lies ahead. Our team of seasoned attorneys has decades of experience in asset protection, wills and trusts, probate, veterans benefits, and more. We provide personalized services to help you make the best decisions for your future under the guidance of experienced legal professionals.
The Law Offices of Gary I. Handin, P.A. | Probate & Real Estate Attorney
The Law Offices of Gary I. Handin, P.A. is a reputable finance and lawyer institution located in Coral Springs, Florida. Specializing in Real Estate Law, Foreclosure Defense, Title Insurance, Business Law, Estate Planning, and Probate, our experienced team is dedicated to providing exceptional legal services to our clients. With over fifty years of experience, our lead attorney, Gary I. Handin, P.A., offers expertise in a diverse range of practice areas. Whether you are purchasing a home, planning your estate, dealing with probate proceedings, facing foreclosure, or starting a business, we are here to help. Our team is committed to providing compassionate and expert legal advice to ensure that your legal needs are met with care and professionalism.
Capital Planning Law
Capital Planning Law is a boutique law firm located at 49 North Federal Highway in Pompano Beach, Florida. Specializing in estate planning, business planning and transactions, as well as real estate law, Capital Planning Law is led by the dedicated and knowledgeable attorney, Yelena Sverdlova, Esq. Clients praise Yelena for her professionalism, dedication, and excellent resourcefulness. She provides invaluable advice and guidance, ensuring that each client receives a tailored plan to meet their specific needs. With a compassionate and thorough approach, Yelena assists clients with estate planning, business acquisitions, and real estate transactions. Her expertise and attention to detail have earned her high praise from clients who appreciate her hard work and dedication. Whether you need assistance with estate planning, business law, or real estate transactions, Capital Planning Law is a trusted and reputable choice in the Fort Lauderdale area.
Yahima Suarez, P.A. / Life Planning & Beyond
Yahima Suarez, P.A. / Life Planning & Beyond is a legal institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in estate planning, our team is dedicated to helping you create a plan that works for you and your family's future. Our quote, "I want to leave my children enough that they feel they can do anything, but not so much that they do nothing," encapsulates our philosophy of responsible planning for the next generation. We believe in providing our clients with the tools and guidance they need to secure their family's future while also instilling values of hard work and responsibility.
Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm
Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm is a reputable legal institution located at 3325 South University Drive in Davie, Florida. Specializing in estate planning, Gina M. Festa offers expert legal services to clients in need of guidance and support in matters relating to their estates. With a focus on personalized solutions and compassionate representation, this firm is dedicated to helping individuals protect their assets and ensure their wishes are carried out effectively. Trustworthy and experienced, Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm is committed to providing top-notch legal assistance to clients in the Davie area and beyond.
Koss Olinger Financial Advising, Wealth Management & Retirement Planning
Koss Olinger Financial Advising, Wealth Management & Retirement Planning is a finance institution located at 2700 Northwest 43rd Street, Gainesville, Florida, United States. Our goal is to help you capitalize on your greatest opportunities and avoid your worst fears to create the best lifetime experience. We offer a unique process designed to provide clarity around the sale of a business, real estate holding, or other illiquid asset. We understand that life and wealth present challenges outside of asset management, so we have developed tools to build a secure future for you.
GCF Business Valuation
GCF Business Valuation is a finance institution located at 17826 U.S. 41 in Lutz, Florida, United States. Our team of experienced professionals specializes in providing accurate and reliable business valuations for a variety of purposes, including mergers and acquisitions, financial reporting, and estate planning. With a commitment to integrity and precision, we strive to deliver comprehensive valuation services that meet the unique needs of each client. Trust GCF Business Valuation for expert financial insights and guidance in the ever-changing business landscape.
Strategic Planning Partners
Strategic Planning Partners is a finance institution located at 7680 Universal Boulevard, Orlando, Florida, United States. We believe that financial planning is like putting together a puzzle, and we specialize in customizing plans to fit your personal needs. Our services include budgeting, setting up emergency funds, insurance, estate planning, retirement planning, and investment planning. Our goal is to help you put all the pieces together to create a comprehensive financial plan that fits your unique situation. Timothy J Hummel and Steven A Newman are registered with and offer securities through Kovack Securities, Inc. We work with you to monitor and review your plan, especially during life-changing events. Strategic Planning Partners, LLC is not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Please note that Registered Representatives may only conduct business with residents of certain states and jurisdictions for which they are properly registered.
James Spicuzza | Trust Group Financial | Estate & Retirement Planning
James Spicuzza | Trust Group Financial | Estate & Retirement Planning is a finance institution located at 34921 US Highway 19 North, Palm Harbor, Florida, United States. At this institution, you can expect to receive honest and straightforward advice in plain English, eliminating confusion. The team at Trust Group Financial has been serving the Tampa Bay community since 1985, specializing in helping individuals protect and preserve their assets with unique strategies. From business agreements to retirement income strategies, the team is dedicated to helping clients achieve their financial goals. James Spicuzza, the founder, has a passion for interacting with people and creating personalized financial plans. The institution values putting clients' interests first and offers services such as legacy planning and tax strategies to preserve wealth for future generations. Stay informed with their blog, "The Sea of Financial Information," and reach out to start a conversation about your financial future.
Estate & Business Planning Group
The Estate & Business Planning Group is a finance institution located at 305 Douglas Avenue in Altamonte Springs, Florida. Our team of experienced professionals is dedicated to helping individuals and businesses effectively manage their estates and plan for the future. Whether you need assistance with wills, trusts, tax planning, or business succession, our experts are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Murphy Business and Financial Services Naples, Florida
Murphy Business and Financial Services in Naples, Florida is a leading finance institution located at 711 5th Avenue South. Our experienced team offers a wide range of financial services including business brokerage, commercial real estate services, mergers and acquisitions, and business valuations. With a focus on providing personalized and professional services, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
Safe Estate Solutions LLC
Safe Estate Solutions LLC is a leading finance institution located at 420 East Cowboy Way in LaBelle, Florida. With a strong focus on providing secure and reliable financial services, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Safe Estate Solutions LLC is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Business Valuation CPA
Business Valuation CPA is a leading institution located at 2431 Aloma Avenue in Winter Park, Florida, United States. Specializing in accounting and finance, our team offers comprehensive business valuation services to help safeguard your assets and minimize tax liabilities through strategic estate planning. We work closely with estate planning specialists, retirement planners, and law firms to provide expert guidance and support. Our founder, Tom, is a nationally recognized contributor to the profession of business valuation, with industry-accepted procedures that have been published multiple times in reputable publications. With credentials from the State of Florida Board of Accountancy, the American Association of Certified Public Accountants, and the Association of Certified Fraud Examiners, Tom is committed to producing unbiased, accurate, and reliable reports.
Stivers Law - Estate Planning Attorneys
Stivers Law is a reputable estate planning firm located in Coral Gables, Florida, serving families and individuals in Miami and surrounding areas such as Knoxville, Coconut Grove, Pinecrest, and more. Led by experienced attorney Justin Stivers, the firm specializes in simplifying the complexities of estate planning to ensure the protection of your assets and the well-being of your loved ones. With over ten years of legal expertise in estate planning, Justin Stivers is dedicated to helping clients create comprehensive plans tailored to their unique needs and goals. Whether you have significant wealth, a family business, or specific belongings you wish to pass down, Stivers Law is committed to safeguarding your legacy for generations to come.
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