The 30 Best Estate planning strategies in Boca Raton, Florida

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Boca Raton Wealth Consulting Group at UBS Financial Services Inc. is a leading finance institution located at 1800 North Military Trail in Boca Raton, Florida, United States. 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 risk management, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Trust in our expertise and dedication to help you secure a prosperous financial future.

Graystone Consulting- The Atlantic Group is a leading finance institution located in Boca Raton, Florida. As a part of Morgan Stanley, they provide comprehensive financial advisory services to individuals, families, and businesses in the Boca Raton, Orlando, and Savannah areas. Their team of experienced professionals offers personalized investment strategies tailored to meet the unique needs and goals of their clients. With a focus on wealth management, retirement planning, and asset allocation, Graystone Consulting- The Atlantic Group is dedicated to helping clients achieve their financial objectives. Visit their office at 595 Federal Highway to learn more about their services and how they can help you secure your financial future.

Spectrum Planning Group, located at 951 Yamato Road in Boca Raton, Florida, is a finance institution offering a full range of financial services, asset management, and investment products. Their goal is to help clients save their assets for purposes other than long-term care, while ensuring the quality of life for their spouses and loved ones. They address various challenges such as geographical boundaries, communication barriers, caregiving needs, and cognitive health issues. Operating with the highest standards of objectivity, professionalism, and integrity, Spectrum Planning Group prioritizes clients' interests. David Brown, a registered CFP® and ChFC®, offers securities through Kovack Securities, Inc., and advisory services through Kovack Advisors, Inc. Clients can expect personalized advice tailored to their specific needs and goals.

Secure Wealth Planning Group is a leading finance institution located at 7280 West Palmetto Park Road in Boca Raton, Florida. We specialize in helping individuals and families achieve their financial goals through comprehensive wealth planning strategies. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to help our clients secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Secure Wealth Planning Group is here to help you every step of the way. Visit us today to learn more about how we can help you achieve financial security and peace of mind.

Greener Path Retirement Planning is a finance institution located at 7025 Beracasa Way in Boca Raton, Florida. Our team of experienced financial advisors specialize in helping individuals plan for a secure and comfortable retirement. We offer personalized retirement planning services tailored to each client's unique financial goals and needs. Whether you are just starting to save for retirement or are looking to maximize your current savings, our experts are here to guide you every step of the way. Trust Greener Path Retirement Planning to help you create a solid financial plan for your golden years.

Aequus Partners Financial Planning is a premier financial institution located at 2263 Northwest Boca Raton Boulevard in the vibrant city of Boca Raton, Florida, United States. Specializing in finance, Aequus Partners offers expert financial planning services tailored to meet the unique needs and goals of each client. With a team of experienced professionals, Aequus Partners is committed to providing personalized guidance and strategies to help individuals and businesses achieve their financial objectives. Whether you are planning for retirement, investing for the future, or seeking wealth management solutions, Aequus Partners is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

1847Financial in Boca Raton is a leading finance institution located at 1 North Federal Highway in Boca Raton, Florida. Our team of financial experts is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we strive to be a trusted partner in helping our clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, 1847Financial in Boca Raton is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.

Hightower Boca Raton - Financial Advisor is a finance institution located at 150 East Palmetto Park Road, Boca Raton, Florida, United States. We specialize in helping clients enhance their wealth, focus on reaching their dreams, and preserve their legacy. Our approach is individualized and comprehensive, tailored specifically to each client's unique needs and goals. We believe in creating customized portfolios and financial plans that evolve with our clients' changing circumstances. Our team of wealth advisors has over two decades of experience in financial planning and are dedicated to providing a client-first culture. As a SEC registered investment adviser, we adhere to the highest standards of accountability and transparency. Partnering with Hightower Advisors, we offer sophisticated investment research, products, trading, lending, and comprehensive planning solutions to help our clients achieve their financial goals. Visit us at Hightower Boca Raton - Financial Advisor to learn more about how we can help you secure your financial future.

B. Riley Wealth Tax Services in Boca Raton, Florida, offers expert accounting and finance services to individuals and businesses. Our tax professionals are dedicated to helping you minimize tax liabilities and implement effective financial strategies. We stay up to date on the latest tax law changes for the 2023 tax year to provide you with the most accurate guidance. Whether you need assistance with a tax return or a comprehensive tax management plan, our team is here to help. We can help you create a tax and wealth management playbook that adapts to market changes and life transitions. Our professionals are well-versed in federal and state tax laws and hold qualified designations to provide you with the expertise you need.

Alter Retirement Planning is a leading financial institution located in the heart of Boca Raton, Florida. Our team of experienced professionals is dedicated to helping individuals plan for a secure and prosperous retirement. We offer a wide range of services, including retirement savings strategies, investment management, estate planning, and more. At Alter Retirement Planning, we understand that each client has unique goals and circumstances, which is why we tailor our services to meet their specific needs. Trust us to guide you towards a financially stable and worry-free retirement. Visit us at 33 Southeast 7th Street, Boca Raton, Florida, to start planning for your future today.

Lavin & Associates is a reputable CPA firm located in Boca Raton, Florida, offering expert accounting and finance services to individuals and businesses. With a prime location at 2255 Glades Road, their team of experienced professionals provides personalized financial solutions to help clients achieve their goals. Whether you need tax planning, bookkeeping, or financial consulting, Lavin & Associates is dedicated to delivering top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, Lavin & Associates is your go-to firm for all your accounting and finance needs in the Boca Raton area.

Walker Reid Strategies, Inc is a leading finance institution located in Boca Raton, Florida. With a prime location at 1225 Broken Sound Parkway Northwest, this institution offers expert financial services to clients in the area. Specializing in strategic financial planning and investment management, Walker Reid Strategies, Inc is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs. Trust Walker Reid Strategies, Inc for all your financial needs in Boca Raton, Florida.

"How To Buy Foreclosures, Short Sales And REO's" is a comprehensive institution located at 7050 West Palmetto Park Road in Boca Raton, Florida. Our expert team provides valuable guidance and resources on navigating the intricate process of purchasing foreclosed properties, short sales, and REO's. Whether you are a first-time buyer or a seasoned investor, our institution offers valuable insights to help you make informed decisions and secure profitable real estate deals. Join us and learn the strategies and techniques needed to succeed in the competitive world of distressed property investing.

Josie & Jeremy is a versatile institution located in Boca Raton, Florida, offering a range of services including finance, general contracting, and real estate agency. Situated at 8370 Via Leonessa, this institution provides expert guidance and support in various aspects of financial planning, construction projects, and property transactions. With a dedicated team of professionals, Josie & Jeremy is committed to delivering top-notch services tailored to meet the individual needs of their clients. Whether you are looking to secure a loan, renovate your home, or buy/sell a property, Josie & Jeremy is the go-to institution for all your financial and real estate needs.

Fernanda Macedo - State Farm Insurance Agent is an insurance agency located at 2499 Glades Road in Boca Raton, Florida, United States. At this institution, you will find everything you need to protect the things you love most, whether it's a new exotic car, planning for retirement, or relocating to sunny Florida. Fernanda Macedo is dedicated to serving her community, raising money for local organizations, volunteering, and supporting local businesses through the Boca Raton Chamber of Commerce. The agency offers a variety of insurance options including auto, renters, condo, life, home, and RV insurance. The team at Fernanda Macedo State Farm is committed to empowering financial well-being, cultivating inclusivity, and building lasting relationships with customers. Whether you are looking for insurance coverage or financial services, the team is here to help. Visit the office or give them a call to get started on protecting your future.

Pacific Life Insurance Co, located in Boca Raton, Florida, is an insurance agency dedicated to providing retirement and life insurance solutions for over 150 years. With a focus on creating a secure future for stakeholders, Pacific Life offers innovative integration with Employee Navigator and a commitment to protecting generations of families. Their products, issued by Pacific Life Insurance Company and Pacific Life & Annuity Company, are designed to help you reach your financial goals and provide the income you need when you need it most. Trust Pacific Life to protect your tomorrow and enjoy a life well-lived.

Allstate Personal Financial Representative: Justin Pike is an insurance agency located at 7491 North Federal Highway in Boca Raton, Florida, United States. Justin Pike is a dedicated financial representative who helps individuals and families protect their assets and plan for the future. With a focus on personalized service and tailored insurance solutions, Justin Pike strives to provide peace of mind and financial security to his clients. Whether you are looking for auto, home, life, or retirement insurance, Justin Pike is committed to helping you find the right coverage to meet your needs. Contact Allstate Personal Financial Representative: Justin Pike today to start your journey towards a more secure financial future.

Seeman Holtz Comprehensive Advisory is a leading finance and insurance agency located at 301 Yamato Road in Boca Raton, Florida. With a commitment to providing comprehensive and personalized financial solutions, Seeman Holtz offers a wide range of services including wealth management, retirement planning, and insurance coverage. Their team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments or protect your assets, Seeman Holtz Comprehensive Advisory is here to provide expert guidance and support.

Northwestern Mutual Striano Financial Group is a reputable finance and insurance agency located at 1515 South Federal Highway in Boca Raton, Florida, United States. With a strong focus on financial planning and insurance services, they provide personalized solutions to help individuals and families achieve their financial goals and protect their assets. Their team of experienced professionals is dedicated to providing top-notch customer service and expert advice to clients in the Boca Raton area. Whether you are looking to invest in your future or safeguard your assets, Northwestern Mutual Striano Financial Group is committed to helping you secure a stable financial future.

Nowack & Olson, PLLC is a law firm located at 8551 West Sunrise Boulevard in Plantation, Florida. Specializing in helping individuals overcome debt problems, the experienced bankruptcy lawyers at Nowack & Olson, PLLC have been providing relief to clients for over 20 years. With a focus on Chapter 7 bankruptcy, the firm offers personalized solutions to fit each client's unique needs. From foreclosure to credit card debt, the dedicated team at Nowack & Olson, PLLC is committed to guiding clients through difficult financial times with honesty and integrity. With offices in Fort Lauderdale, Miami, Boca Raton, and Jupiter, the firm is conveniently located to serve clients throughout southern Florida. Don't let financial stress take over your life - contact Nowack & Olson, PLLC for a free consultation and start your journey towards financial freedom today.

Juliana Gaita, P.A. is a reputable law firm located at 2500 North Military Trail in Boca Raton, Florida, United States. Specializing in various areas of law, Juliana Gaita, P.A. offers expert legal services to clients in need of professional representation. With a commitment to providing personalized and dedicated assistance, this institution strives to achieve the best possible outcomes for their clients. Whether you are facing a legal dispute or seeking legal advice, Juliana Gaita, P.A. is here to help navigate you through the complexities of the legal system.

The Rudman Law Group is a prestigious law firm located at 101 Plaza Real South in Boca Raton, Florida. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are dealing with a personal injury case, a business dispute, or need assistance with estate planning, The Rudman Law Group is committed to delivering professional and effective representation. With a reputation for success and a track record of obtaining favorable outcomes for their clients, this law firm is a trusted choice for legal assistance in the Boca Raton area and beyond.

Julmiste Legal is a reputable law firm located at 7284 West Palmetto Park Road in Boca Raton, Florida. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Julmiste Legal is committed to delivering professional and reliable legal services tailored to meet your specific needs. Contact them today to schedule a consultation and see how they can help you with your legal issues.

The Law Office of Robert Kiel, LLC is a reputable legal firm located in Boca Raton, Florida. Specializing in various areas of law, including personal injury, criminal defense, and family law, our experienced team is dedicated to providing top-notch legal representation to our clients. With a focus on personalized service and achieving successful outcomes, we strive to advocate for our clients' best interests. Contact us at 3270 Northwest 28th Terrace for a consultation with our skilled attorneys.

Bloom & Freeling is a prestigious law firm located at 2295 Corporate Boulevard Northwest in Boca Raton, Florida. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in various practice areas. Whether you need assistance with business law, real estate transactions, estate planning, or litigation, Bloom & Freeling is committed to providing personalized and effective legal solutions. Their office in Boca Raton is conveniently located for clients throughout South Florida, and they are known for their professionalism, integrity, and commitment to achieving the best possible outcomes for their clients. Contact Bloom & Freeling today for expert legal representation you can trust.

Redgrave & Rosenthal LLP is a respected law firm located at 14881 Hagen Ranch Road in Delray Beach, Florida. Specializing in estate planning, wills, and trusts, our expert attorneys provide precise legal documents to protect your wishes and directives. With over 10,000 satisfied clients in Florida and beyond, our team has earned the trust of individuals and families alike. Located in Delray Beach and Boca Raton, our long-tenured team is dedicated to representing you with honor and privilege. Schedule a consultation today at our Boca Raton office with no fee required.

The Law Office of Michael K. Miller, P.A. is a reputable institution located at 205 Worth Avenue in Palm Beach, Florida, United States. Specializing in accounting, finance, and legal services, this institution is dedicated to helping individuals solve their IRS problems. With over 30 years of experience, lead attorney Michael K. Miller has a strong background in tax law, having worked as a CPA and an IRS Revenue Agent. The firm offers a wide range of services, including assistance with trusts and estate tax returns, resolution of unfiled returns, innocent spouse relief, and IRS audits. They also provide criminal tax defense, relief from trust fund recovery penalties, and assistance with tax liens and wage garnishments. In cases where litigation is necessary, the firm is prepared to represent clients in tax and refund litigation.

The Bankrupter - Law Offices of Michael E. Zapin is a reputable law firm located in Boca Raton, Florida, United States. Specializing in bankruptcy law, Attorney Michael E. Zapin and his team are dedicated to providing expert legal advice and representation to individuals facing financial difficulties. With a focus on personalized service and a commitment to helping clients navigate the complexities of bankruptcy law, The Bankrupter is a trusted resource for those in need of legal assistance. Visit their office at 20283 Florida 7 to discuss your financial situation and explore your options for a fresh start.

Williams & Varsegi, LLC is a boutique law firm located in Boca Raton, Florida, specializing in family law. Our experienced team of lawyers, including Emerald Williams and Katie Varsegi, are dedicated to helping clients with all of their family law needs. Whether you are facing a high-conflict divorce or need assistance with adoption or child custody matters, we are here to guide you through the legal process. Our attorneys have over twenty years of experience and are committed to providing personalized and compassionate representation to each client. Contact Williams & Varsegi, LLC for a consultation and let us help you navigate through your family law case with professionalism and expertise.

Padula Bennardo Levine, LLP is a premier law firm located in Boca Raton, Florida, providing expert legal representation to the South Florida business community. Specializing in business litigation, labor and employment law, corporate transactions, estate planning, and real estate, our experienced attorneys offer comprehensive legal services to meet the diverse needs of our clients. With a focus on collaborative legal solutions, we have a proven track record of successfully representing businesses of all sizes, from small companies to large corporations. Our team of attorneys includes Cris Bennardo, a Florida Bar Board Certified Specialist in Real Estate, Dan Levine, a Florida Bar Board Certified Specialist in Labor and Employment Law, and Steve Padula, a Florida Bar Board Certified Specialist in Business Litigation and Civil Trial. Known for our professionalism and dedication to our clients, we strive to exceed expectations in everything we do.