TOP 30 Estate tax in Sarasota, Florida

128 results found

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.

Band, 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.

Katherine Smith PA is a reputable law firm located at 3400 South Tamiami Trail in Sarasota, Florida. Specializing in various areas of law, the experienced attorneys at Katherine Smith PA are dedicated to providing top-notch legal services to their clients. With a commitment to excellence, professionalism, and integrity, this institution is known for its personalized approach and successful outcomes. Whether you are in need of legal advice, representation, or guidance, Katherine Smith PA is here to assist you every step of the way.

Stickley 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.

The 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.

Wood 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.

The 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.

Anders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.

Rosnack Financial Group, Inc. is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in providing financial services and advice to individuals, families, and businesses, Rosnack Financial Group, Inc. is dedicated to helping clients achieve their financial goals and secure their financial futures. With a team of experienced financial professionals, the institution offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rosnack Financial Group, Inc. is committed to providing personalized solutions tailored to your specific needs.

Odyssey Planning Group - Morgan Stanley is a finance institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Our team of experienced financial advisors at Morgan Stanley provides personalized wealth management services to help clients navigate their financial journey. From retirement planning to investment strategies, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you in planning for your financial future.

Graham M. Cox, AAMS - UBS Financial Services Inc. is a reputable finance institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in investment management and financial planning, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their long-term goals. With a focus on integrity and expertise, we strive to build lasting relationships based on trust and transparency. Contact us today to learn more about how we can help you secure your financial future.

Priority 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.

Aksala Wealth Advisors is a leading institution specializing in retirement planning and portfolio management. Located in Sarasota, Florida, our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals. Whether you are preparing for retirement or looking to optimize your investment portfolio, we offer personalized solutions tailored to your unique needs. With a focus on integrity and transparency, Aksala Wealth Advisors is committed to providing top-notch financial guidance and support to help you secure a prosperous future. Contact us today at 6260 Lake Osprey Drive to learn more about our services.

Baron Financial Group, LLC is a finance institution located at 1990 Main Street in Sarasota, Florida, United States. With a team of experienced financial professionals, they offer a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your investments or plan for your future, Baron Financial Group, LLC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.

Wealth Management Services is a leading finance institution located at 1990 Main Street in Sarasota, Florida, United States. Our experienced team of financial advisors provides personalized wealth management services to help individuals and families achieve their financial goals. From investment planning to retirement savings, we offer comprehensive financial solutions tailored to each client's unique needs. Trust Wealth Management Services to help you secure your financial future and build wealth for generations to come.

Capstan Financial Consulting Group - Waterside Place at Lakewood Ranch Office is a finance institution located at 7500 Island Cove Terrace in Sarasota, Florida, United States. The name "capstan" is derived from its nautical roots, symbolizing teamwork and strength in managing challenging tasks. The company is built on the foundation of experienced individuals working together to help clients achieve their financial goals and secure their future. With a team-focused approach, the institution provides comprehensive financial services and personalized attention to individual and institutional clients. Clients can expect transparency, professionalism, and proactive management for their investments and retirement planning. The institution offers Envision® Plans tailored to each client's goals and risk tolerance. Calls are answered promptly, and all costs and expenses are fully disclosed in advance. With a commitment to client satisfaction, Capstan Financial Consulting Group ensures that each client's financial information is protected and their needs are met with the utmost care and attention.

Jared Hermann - Morgan Stanley is a leading financial institution located at 2 North Tamiami Trail in Sarasota, Florida, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we are committed to providing top-notch solutions tailored to each client's unique needs. Visit us today to learn more about how we can help you secure your financial future.

The 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.

Ardor Wealth Management is a leading finance institution located at 1517 State Street in Sarasota, Florida, United States. With a team of experienced financial advisors, Ardor Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Ardor Wealth Management provides comprehensive financial solutions tailored to each client's unique needs. Trust Ardor Wealth Management to guide you towards a secure financial future.

TIAA Financial Services is a reputable institution located at 6151 Lake Osprey Drive in Sarasota, Florida. Specializing in banking, finance, and insurance services, TIAA is dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to customer service and financial expertise, TIAA Financial Services is a trusted partner for all your financial needs.

Regal Financial Group is a renowned finance institution located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a reputation for excellence in financial services, Regal Financial Group offers a wide range of financial solutions tailored to meet the needs of individuals and businesses. Their team of experienced professionals provides expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth preservation, Regal Financial Group is dedicated to providing top-notch services to help you secure your financial future.

Murphy Business & Financial Corporation is a leading finance and real estate agency located at 6151 Lake Osprey Drive in Sarasota, Florida, United States. With a team of experienced professionals, they provide expert advice and services in the areas of business transactions, mergers and acquisitions, commercial real estate, and business valuations. Their commitment to excellence and integrity has earned them a reputation as a trusted partner for individuals and businesses looking to navigate the complexities of the financial and real estate markets. Visit Murphy Business & Financial Corporation today to learn how they can help you achieve your financial goals.

John Hancock Financial Network - The Partners Network is a leading financial institution located at 6000 Cattleridge Drive in Sarasota, Florida, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, John Hancock Financial Network - The Partners Network provides personalized solutions and expert guidance to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you succeed financially. Visit them today to learn more about how they can assist you in achieving your financial aspirations.

TRUADVICE Wealth Management, located at 5284 Station Way in Sarasota, Florida, is a comprehensive finance institution that goes beyond traditional investment consulting. We focus on all aspects of our families' financial well-being, including advanced planning and relationship management. We understand the importance of factors such as inflation rates and consumer spending habits in today's economy. Our dedicated wealth managers work with you to convert your hard-earned money into tangible progress towards your financial goals. We offer personalized strategies and a higher standard of wealth management services to ensure that you receive benefits beyond just investment returns.

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.

Ryon 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.

Crescent Wealth Partners is a leading finance institution located at 5674 Marquesas Circle in Sarasota, Florida, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering expert advice and tailored solutions to ensure our clients' financial success. Contact us today to learn more about how Crescent Wealth Partners can help you secure your financial future.

Main 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.

Financial Exchange Coterie is a multifaceted institution located at 5206 Station Way in Sarasota, Florida. As a finance, general contractor, and real estate agency, we offer a wide range of services to meet all your financial and property needs. Our experienced team is dedicated to providing expert advice and tailored solutions to help you achieve your goals. Whether you are looking to invest in real estate, secure a loan, or renovate your property, Financial Exchange Coterie is here to assist you every step of the way. Visit us today and let us help you navigate the world of finance and real estate with confidence.

Magnuson Financial, located at 3900 Clark Road in Sarasota, Florida, is a finance institution with a seasoned team dedicated to helping you pursue your financial goals and objectives. With years of experience in the financial services industry, we offer customized strategies and objective advice tailored to your needs. Our consultative approach is personal and focused on you, ensuring that we can help you reach your end goals. Whether you are an individual, organization, business owner, or entrepreneur, we have the expertise and resources to support you in establishing and overseeing a variety of financial plans. We understand the unique challenges that women face and are committed to helping you navigate them. Our goal is to nurture your wealth so you can live a longer, better life, while delivering strategic solutions to support your foundation's mission. At Magnuson Financial, we believe that happiness lies in the joy of achievement and creative effort, and we are dedicated to exceeding your expectations in all aspects of your financial affairs. Please note that Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Visit https://brokercheck.finra.org for more information.