The 30 Best Estate tax in The Villages, Florida
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The Lake Sumter Group - Morgan Stanley
The Lake Sumter Group - Morgan Stanley is a leading financial institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Specializing in wealth management, investment banking, and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of expertise and guidance in all areas of finance. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, The Lake Sumter Group - Morgan Stanley is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you and your family for years to come.
K Prus Advisory - Estate and Financial Planning
K Prus Advisory - Estate and Financial Planning is a finance institution located in Bonita Springs, Florida. With a focus on integrity and security, our team is dedicated to providing personalized care for all your retirement concerns. We offer a comprehensive approach to estate planning, financial planning, and Medicare solutions to ensure your financial future is secure. Estate planning is crucial for protecting your assets in retirement, and our team can help tailor a plan that aligns with your financial goals. Our financial planning services include options for guaranteed lifetime income and long-term care protection to ensure you never run out of wealth in retirement.
Esteves Sergio - The Legend Group
Esteves Sergio - The Legend Group is a renowned finance institution located at 603 Village Boulevard in West Palm Beach, Florida, United States. With a strong reputation for excellence in financial services, Esteves Sergio - The Legend Group offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized service and expert guidance to clients, making them a trusted partner in the world of finance. Whether you are looking to grow your investments or plan for retirement, Esteves Sergio - The Legend Group is committed to helping you build a secure financial future.
The Buzard Kinzer Group - Morgan Stanley
The Buzard Kinzer Group at Morgan Stanley is a leading financial institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Specializing in providing comprehensive financial services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to provide personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, The Buzard Kinzer Group at Morgan Stanley is your trusted partner in financial success.
Citrus Village
Citrus Village is a premier real estate agency located at 7490 Citrus Garden Drive in Tampa, Florida. Our dedicated team of professionals is committed to helping clients find their dream home or sell their property quickly and for the best price. With a focus on customer service and attention to detail, Citrus Village is the go-to agency for all your real estate needs in the Tampa area. Whether you are looking to buy, sell, or rent, trust Citrus Village to provide expert guidance and support every step of the way. Contact us today to start your real estate journey with Citrus Village.
The Estates At Estero River
Welcome to The Estates at Estero River, a premier real estate agency located in the heart of Estero, Florida. Nestled in a charming and vibrant community, our agency specializes in offering a unique blend of natural beauty and modern living. Situated at Sandy Lane, Estero, Florida 33928, this intimate gated community consists of 94 meticulously crafted single-family homes, both single and two-story, designed by Coastal Living Homes, LLC. Imagine living amidst breathtaking landscapes, where homes are elegantly perched among towering palms and giant oaks draped in Spanish moss, offering serene river or peaceful preserve views. Many of our homes feature private swimming pools, spacious living and entertaining areas, gourmet kitchens, flexible dens, and numerous upgrades, providing the perfect setting for a luxurious lifestyle.
McBurrows Law, PLLC
McBurrows Law, PLLC is a reputable law firm located in Tallahassee, Florida. Our team of experienced lawyers specializes in various areas of law, including family law, criminal defense, personal injury, and more. With a commitment to providing top-notch legal services, we strive to help our clients navigate through their legal issues with confidence and peace of mind. Whether you are facing a divorce, criminal charges, or a personal injury claim, McBurrows Law, PLLC is here to provide you with expert legal representation and guidance. Visit us at 1615 Village Square Boulevard to schedule a consultation and learn how we can assist you with your legal needs.
Senior Financial Security Inc
Senior Financial Security Inc is a finance institution located at 8564 East County Road 466 in The Villages, Florida. Our mission is to provide comprehensive financial security solutions tailored specifically for seniors. Our team of experienced professionals is dedicated to helping seniors navigate the complexities of retirement planning, investment management, and estate planning. With a focus on personalized service and integrity, we strive to empower our clients to make informed financial decisions that will protect and secure their assets for the future. Trust Senior Financial Security Inc to safeguard your financial future.
Blackston Financial Advisory Group
Blackston Financial Advisory Group is a finance, health, and insurance agency located at 8564 East County Road 466 in The Villages, Florida, United States. Our team is dedicated to helping you build and preserve your assets for a confident financial future. We offer a range of services, including retirement income strategies and wealth management. Our independent firm uses a variety of investment and insurance products to custom suit your needs and objectives. Tune in to "Simplifying Retirement" on WQBQ 1410 AM on Tuesdays at 12 noon for valuable information. Attend one of our informational seminars or request a free copy of our book to learn more about achieving your ideal retirement. We are registered with the U.S. Securities and Exchange Commission and our Form ADV Part 2A disclosure document is available for review. Contact us today to discover how we can help you plan for a secure future.
Parady Financial Group
Parady Financial Group is a comprehensive finance, health, and insurance agency located at 340 Heald Way in The Villages, Florida, United States. With a commitment to providing top-notch financial services, personalized health solutions, and reliable insurance options, Parady Financial Group is dedicated to helping individuals and families achieve their financial goals and secure their future. Our experienced team of professionals is here to offer expert advice and support to ensure our clients receive the best possible care and coverage. Visit us today to discover how Parady Financial Group can help you plan for a secure and prosperous future.
PWG Financial
PWG Financial is a reputable finance and insurance agency located at 800 Village Square Crossing in Palm Beach Gardens, Florida, United States. With a team of experienced professionals, PWG Financial provides a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, insurance coverage, or retirement planning, PWG Financial is dedicated to providing personalized solutions tailored to your individual needs. Visit us today to learn more about how we can help you reach your financial goals.
Arleatha Henderson - Prudential Financial
Arleatha Henderson - Prudential Financial is a reputable finance and insurance agency located at 560 Village Boulevard in West Palm Beach, Florida, United States. With a focus on providing personalized financial solutions and insurance products to meet the needs of individuals and businesses, our team of dedicated professionals is committed to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Arleatha Henderson - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
Havenwood Manufactured Home Community
Havenwood Manufactured Home Community, located at 106 Havenwood Drive in Pompano Beach, Florida, is a welcoming institution offering lodging, real estate services, and an RV park. If you are looking for a new home, Havenwood is the perfect place for you. The Tax Refund Sale promotion is currently running from February 1 to May 31, 2024, offering great deals on Bayshore Owned Homes. You can combine this offer with other promotions, excluding seasonal sales. At Havenwood, you will be surrounded by like-minded individuals in a peaceful environment with plenty of amenities to enjoy. Located near Fort Lauderdale, you will have easy access to restaurants like J. Mark's and Casa do Pastel, as well as shopping options. Whether you are retiring or downsizing, Havenwood is the ideal place to settle down and enjoy the next chapter of your life. We are excited to welcome you to your new home at Havenwood Manufactured Home Community.
Contax Group Inc
Contax Group Inc is a leading accounting, finance, and insurance agency located at 13574 Village Park Drive in Orlando, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our expertise in accounting, finance, and insurance allows us to offer tailored solutions to meet our clients' needs and help them achieve their financial goals. Whether you are looking for tax preparation, investment advice, or insurance coverage, Contax Group Inc is here to help. Visit us today to learn more about how we can assist you with your financial needs.
Law Office of Anne B. Little, PLLC
The Law Office of Anne B. Little, PLLC is a reputable legal firm located at 468 Sherell Street in The Villages, Florida, United States. Specializing in a wide range of legal services, including estate planning, probate, real estate law, and business law, Attorney Anne B. Little and her team are dedicated to providing personalized and effective legal solutions for their clients. With a commitment to excellence and a track record of success, the Law Office of Anne B. Little, PLLC is a trusted resource for individuals and businesses seeking expert legal representation in The Villages and beyond.
Susan Sullivan, Attorney
Susan Sullivan, Attorney is a trusted institution located at 4752 County Road 466A, Wildwood, Florida, United States. Specializing in estate planning, probate, and trust administration, we serve residents of The Villages, Florida and surrounding areas. Our experienced team can assist you in preparing essential documents to ensure your affairs are in order and your wishes are carried out in the event of incapacity or death. When it comes to probate, our knowledgeable attorneys can guide you through the court-supervised process of identifying and distributing assets to beneficiaries. We also offer trust administration services to help trustees fulfill their legal duties and efficiently distribute assets according to your wishes.
Dean & Dean LLP
Dean & Dean LLP is a reputable law firm located at 11714 Northeast 62nd Terrace in The Villages, Florida, United States. Specializing in a wide range of legal services, our experienced attorneys are dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with estate planning, real estate transactions, business law, or any other legal matter, Dean & Dean LLP is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Bogin, Munns & Munns, P.A.
Bogin, Munns & Munns, P.A. is a law firm located at 8564 East County Road 466 in The Villages, Florida, United States. They specialize in estate planning, helping residents in The Villages create comprehensive plans for their future. Whether you are concerned about end-of-life care, asset distribution, or probate, their team of experienced lawyers can assist you every step of the way. Estate planning is crucial for ensuring that your final wishes are respected and followed. By working with Bogin, Munns & Munns, you can create a plan that meets your unique needs and provides peace of mind for you and your loved ones. To schedule a consultation, call (352) 391-6031 today.
Absolute Law Group
Absolute Law Group is a specialized Elder Law practice located in The Villages, Florida. Our services include Estate planning, Business planning, Medicaid planning, Asset Protection, and general tax planning. Our lead attorney, Sarah K. Elyaman, is a proud graduate of the University of Florida’s Levin College of Law, with advanced training in Estates and Trusts. Our mission is to provide top-notch legal services with a focus on community education. We work closely with individuals, families, and businesses to create strong partnerships and effectively represent their unique needs, providing peace of mind for our clients.
William O. Boyd, P.A.
William O. Boyd, P.A. is a reputable law firm located at 270 Campbell Avenue in The Villages, Florida, United States. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to their clients. Whether you are in need of assistance with personal injury cases, family law, or estate planning, William O. Boyd, P.A. is committed to helping you navigate the complexities of the legal system and achieve a favorable outcome. With a strong track record of success and a commitment to client satisfaction, this law firm is a trusted choice for individuals seeking reliable legal services in The Villages area.
Law Offices of Ronnie Henderson
The Law Offices of Ronnie Henderson is a reputable legal firm located at 13538 Village Park Drive in Orlando, Florida. Our dedicated team of experienced attorneys specializes in various areas of law, including personal injury, criminal defense, family law, and more. We are committed to providing high-quality legal representation and personalized attention to each of our clients. Whether you are facing a legal dispute, need assistance with a family matter, or require representation in court, our skilled team is here to help. Contact us today to schedule a consultation and discuss your legal needs.
Rupprecht Law, P.A.
Rupprecht Law, P.A. is a reputable law firm located at 800 Village Square Crossing in Palm Beach Gardens, Florida, United States. With a focus on providing high-quality legal services, the firm offers expert guidance and representation in a variety of practice areas including family law, estate planning, and business law. Led by experienced attorney John Rupprecht, the team at Rupprecht Law, P.A. is dedicated to helping clients navigate complex legal issues with professionalism and integrity. Whether you are facing a divorce, planning for the future, or need assistance with a business matter, Rupprecht Law, P.A. is committed to achieving the best possible outcome for you.
First Charter Financial Corporation
First Charter Financial Corporation is a leading finance and legal institution located at 6108 Village Oaks Drive in Pensacola, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services and legal expertise to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, estate planning, or legal advice, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust First Charter Financial Corporation to guide you towards a secure financial future.
Equity Wealth Management
Equity Wealth Management is a leading finance and insurance agency located at 16540 Pointe Village Drive in Lutz, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or insurance solutions, Equity Wealth Management is dedicated to providing personalized and tailored solutions to meet your financial goals. Contact them today to secure your financial future.
MDL Wealth Management
MDL Wealth Management is a premier finance institution located in Tampa, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our team is dedicated to providing expert guidance and support every step of the way. Visit us at 13919 Carrollwood Village Run to learn more about how MDL Wealth Management can help you secure your financial future.
Mission Advisory Group of Raymond James
The Mission Advisory Group of Raymond James is a financial institution located at 2631 West Torch Lake Drive in The Villages, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their goals. With a focus on integrity and excellence, we strive to offer comprehensive and tailored solutions to meet the unique needs of each individual or family we serve. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, the Mission Advisory Group is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 832 Lake Sumter Landing in The Villages, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
StellarPath Private Wealth Advisors - Ameriprise Financial Services, LLC
StellarPath Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 4807 County Road 466A in The Villages, Florida, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss financial planning concepts. While they cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Users of the institution's website agree to abide by their rules and regulations, ensuring privacy and security. With a focus on personalized financial planning, Ameriprise Financial Services, LLC is dedicated to providing top-notch services to help clients navigate their financial journey.
Reveille Wealth Management
Reveille Wealth Management is a finance and insurance agency located at 4048 Wedgewood Lane in The Villages, Florida, United States. Our unique approach to wealth management is designed to bring a new perspective to your financial goals. Securities are offered through Raymond James Financial Services, Inc., a member of FINRA and SIPC. Visit us to learn more about our services and how we can help you achieve your financial aspirations.
George Mathis - Raymond James
George Mathis - Raymond James is a finance institution located at 2631 West Torch Lake Drive in The Villages, Florida. With a strong reputation for providing personalized financial services, George Mathis - Raymond James offers a wide range of investment options and financial planning strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at George Mathis - Raymond James is dedicated to providing expert guidance and support every step of the way. Visit their office in The Villages to start building a secure financial future today.
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