Estate tax planning in Boca Raton, FL
58 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Simani Law, PA - Trusts and Estates
● ClosedSimani Law, PA is a trusted law firm specializing in trusts and estates located at 7777 Glades Road in Boca Raton, Florida, United States. Our team of experienced lawyers is dedicated to providing personalized legal services to help clients navigate the complexities of estate planning, probate, and trust administration. Whether you are looking to create a trust, update your will, or need assistance with estate taxes, our knowledgeable attorneys are here to guide you every step of the way. With a commitment to excellence and a focus on client satisfaction, Simani Law, PA is your go-to source for all your trusts and estates needs.
7777 Glades Rd STE 100, Boca Raton, FL 33434, United States -
Spectrum Planning Group
● ClosedSpectrum 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.
951 Yamato Rd #201, Boca Raton, FL 33431, United States -
Financial 1 Tax Services
● ClosedFinancial 1 Tax Services is a comprehensive financial institution located at 1200 North Federal Highway in Boca Raton, Florida. Specializing in accounting, finance, legal services, and real estate, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, investment planning, legal advice, or real estate transactions, our experienced professionals are here to assist you every step of the way. Trust Financial 1 Tax Services for all your financial needs in the Boca Raton area.
1200 N Federal Hwy #200, Boca Raton, FL 33432, United States -
Beiner, Inkeles & Horvitz, P.A.
● ClosedBeiner, Inkeles & Horvitz, P.A. is a prestigious law firm located at 2000 Glades Road in Boca Raton, Florida, United States. With a team of experienced and dedicated lawyers, the firm specializes in providing top-notch legal services to clients in various practice areas. Whether you are in need of assistance with personal injury cases, family law matters, or business litigation, Beiner, Inkeles & Horvitz, P.A. is committed to providing expert guidance and representation. With a track record of success and a reputation for excellence, this firm is a trusted choice for individuals and businesses seeking skilled legal counsel.
2000 Glades Rd # 110, Boca Raton, FL 33431, United States -
Schwartz | White Attorneys at Law
● ClosedSchwartz | White Attorneys at Law, located at 2000 Glades Road in Boca Raton, Florida, is a law firm that specializes in providing top-quality legal representation in family law and divorce matters. With a focus on protecting clients' interests, the experienced attorneys at Schwartz | White are known for their professionalism and skill in navigating complex legal issues. Whether it's aggressive divorce representation, estate planning, or business transactions, the firm's lawyers are dedicated to helping clients achieve the best possible outcomes. At Schwartz | White, clients are supported through pivotal moments in their lives, such as divorce, custody battles, asset protection, or dealing with the illness of a loved one. The firm's family attorneys are experts at easing anxiety, solving problems, and ensuring clients feel confident and secure in their legal representation.
2000 Glades Rd Suite 208, Boca Raton, FL 33431, United States -
Somera & Associates, PA
● ClosedSomera & Associates, PA is a premier ticket lawyer and traffic attorney institution located at 2401 PGA Boulevard, Palm Beach Gardens, Florida, United States. This family-owned business has been providing quality legal services throughout the state of Florida since 1998. With convenient offices in Boca Raton, Wellington, Palm Beach Gardens, and Plantation, Somera & Associates, PA is dedicated to serving their clients in the areas of traffic and criminal defense, including DUI cases. The firm, led by Michael D. Somera and Jessica M. Somera, has vast experience in handling thousands of non-jury trials and over 125 jury trials. Their expertise extends to Broward County and Palm Beach County, covering a wide range of cities. With a focus on personalized service and professional representation, Somera & Associates, PA is committed to providing top-notch legal assistance to their clients.
2401 PGA Boulevard Suite 196, Palm Beach Gardens, FL 33410, United States -
MARZ LAW, PLLC
● OpenMARZ LAW, PLLC is a reputable law firm located at 370 Camino Gardens Boulevard in Boca Raton, Florida. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in a variety of practice areas. Whether you are in need of assistance with personal injury claims, estate planning, real estate transactions, or business law matters, we are here to help. With a commitment to integrity, professionalism, and personalized attention, MARZ LAW, PLLC is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
370 Camino Gardens Blvd Suite 345, Boca Raton, FL 33432, United States -
Williams & Varsegi, LLC
● OpenWilliams & 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.
2701 NW Boca Raton Blvd #104, Boca Raton, FL 33431, United States -
Law Offices of Craig Donoff, P.A.
● ClosedThe Law Offices of Craig Donoff, P.A. is a trusted institution located at 6100 Glades Road in Boca Raton, Florida, United States. Specializing in estate planning, probate, trust administration, and tax planning, our experienced estate attorneys are here to help you plan for the future and ensure all legal guardianship requirements are met. With over four decades of serving the Boca Raton community, Craig Donoff, Esq. has left a legacy of compassionate and professional service that we continue to uphold. Schedule a free consultation with us today to get started on protecting your assets and securing your loved ones' future. Trust & Estate Administration, Guardianship, Real Estate - we have you covered at the Law Offices of Craig Donoff, P.A.
6100 Glades Rd #301, Boca Raton, FL 33434, United States -
Law Office of Elise Gross, P.A.
● Closedthan 25 years, helping clients with estate planning, wills, trusts, probate, and estate tax planning. Located in Boca Raton, Florida, the Law Office of Elise Gross, P.A. focuses on building strong client relationships to ensure that each individual's wishes are carried out effectively. Elise Gross is a knowledgeable attorney who also assists families relocating to Florida with updating their estate plans to take advantage of state laws. With a background in both domestic and international asset protection, Elise Gross offers comprehensive estate planning services to protect clients' assets and provide peace of mind for future generations. Whether you need assistance with drafting a will, setting up a trust, or navigating the probate process, Elise Gross and her team are here to help. Contact the Law Office of Elise Gross, P.A. for expert legal guidance in estate planning and administration.
7000 W Palmetto Park Rd Suite 210, Boca Raton, FL 33433, United States -
Viñas & DeLuca
● OpenViñas & DeLuca is a prestigious law firm located at 105 East Palmetto Park Road in Boca Raton, Florida. With a team of experienced and dedicated lawyers, Viñas & DeLuca specializes in providing expert legal services to clients in need of assistance with various legal matters. Whether you are facing a personal injury case, need help with estate planning, or require representation for a business dispute, Viñas & DeLuca is committed to providing top-notch legal counsel and representation. Contact them today for a consultation and see how they can help you with your legal needs.
105 E Palmetto Park Rd, Boca Raton, FL 33432, United States -
All Financial Services
● ClosedAll Financial Services is a reputable finance institution located at 9101 Lakeridge Boulevard in Boca Raton, Florida, United States. We offer a wide range of financial services to meet the needs of individuals, businesses, and organizations. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or tax strategies, All Financial Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
9101 Lakeridge Blvd suite 22 PMB 1028, Boca Raton, FL 33496, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management is a finance institution located at 2500 North Military Trail in Boca Raton, Florida, United States. They offer a unique approach to wealth management, focusing on helping individuals transition from being wealth-builders to wealth-enjoyers. Their services go beyond just managing investment portfolios, as they also provide expertise in financial planning, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors in the Boca Raton area are dedicated to helping clients connect all the financial dots in their lives. Whether you need assistance with financial planning, investment management, tax planning, estate planning, insurance solutions, or trustee services, Mercer Advisors is there to help. By submitting your information, you can receive promotional communications from the Mercer Advisors team and be connected with a wealth advisor who is right for you. Please note that all investing involves risk and the achievement of professional designations does not guarantee specific results. Mercer Advisors is committed to providing top-notch financial services to help clients achieve their goals.
2500 N Military Trl Suite 306, Boca Raton, FL 33431, United States -
Adam Klein - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAdam Klein - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5200 Town Center Circle, Boca Raton, Florida, United States. Adam Klein holds various certifications and designations 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®, 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 wide range of financial planning and management topics, ensuring that Adam Klein is well-equipped to assist clients with their financial needs. Whether it's retirement planning, estate planning, investment strategies, or insurance products, Adam Klein has the expertise to help individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Adam Klein provides comprehensive financial advisory services to clients in Boca Raton and beyond.
5200 Town Center Cir #600, Boca Raton, FL 33486, United States -
Rubin Wealth Advisors
● ClosedRubin Wealth Advisors is a premier financial institution located at 1200 North Federal Highway in Boca Raton, Florida, United States. With a team of experienced and knowledgeable financial advisors, Rubin Wealth Advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rubin Wealth Advisors offers tailored solutions to meet your needs. Trust in Rubin Wealth Advisors to guide you towards a secure financial future.
1200 N Federal Hwy #200, Boca Raton, FL 33432, United States -
Adam Scott and Associates
● ClosedAdam Scott and Associates is a leading finance institution located in Boca Raton, Florida. With a prime location at 621 Northwest 53rd Street, this institution offers a wide range of financial services to individuals and businesses. The team at Adam Scott and Associates is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, Adam Scott and Associates has the expertise and experience to assist you. Trust in this reputable institution for all your financial needs.
621 NW 53rd St #125, Boca Raton, FL 33487, United States -
Evershore Financial Group
● ClosedEvershore Financial Group is a leading finance and insurance agency located at 7284 West Palmetto Park Road in Boca Raton, Florida, United States. With a team of experienced professionals, Evershore Financial Group offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. Whether you are looking to secure your financial future or protect your assets, Evershore Financial Group is dedicated to providing personalized solutions to meet your unique needs. Visit us today to learn more about how we can help you achieve your financial goals.
7284 W Palmetto Park Rd #106, Boca Raton, FL 33433, United States -
Signet Financial Management
● ClosedSignet Financial Management is a finance institution located at 2255 Glades Road in Boca Raton, Florida, United States. We specialize in building personalized financial strategies that integrate with both your personal and business life, providing you with economic freedom. Our team regularly reviews and adjusts your financial strategy to meet your changing needs, taking into account your financial goals and risk tolerance. With our proprietary solutions and the expertise of our team of professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, estate planners, and insurance specialists, we manage asset allocation to ensure your portfolio is diversified, risk-adjusted, and tax-efficient. We custom tailor wealth management solutions and investment plans to help you reach your financial goals and desired outcomes.
2255 Glades Rd, Boca Raton, FL 33431, United States -
Singer Wealth
● ClosedSinger Wealth is a finance institution located at 1515 South Federal Highway in Boca Raton, Florida, United States. Our vision is to help you achieve your financial dreams by providing innovative strategies tailored to your needs. With the Singer Wealth plan, we analyze your current financial situation and create a customized strategy to help you reach your goals. Join us for a complimentary consultation and receive a copy of Keith Singer's book, "The Life You Deserve." Take the Checklist Challenge to assess your retirement readiness and tune into the "Prosper!" radio show with Keith Singer for financial insights. Our main office is located in Boca Raton, with additional locations in Aventura, Tampa, West Palm Beach, Plantation, and other areas for your convenience. Contact us today to schedule a meeting or attend a seminar. Singer Wealth Advisors, LLC, offers investment advisory services, and insurance products are backed by the issuing carrier's claims-paying ability. Let us help you secure your financial future.
1515 S Federal Hwy #302, Boca Raton, FL 33432, United States -
Financial Matters Group
● OpenThe Financial Matters Group, located at 400 South Dixie Highway in Boca Raton, Florida, is a finance institution led by Christina M. Doone, a Financial Advisor & Investment Advisor Representative. The institution aims to help individuals understand the opportunities and potential rewards of taking a proactive approach to personal, professional, and business finances. The site provides insights into financial concepts such as insurance, investing, retirement planning, estate planning, and wealth preservation. By working with skilled professionals, clients can pursue and achieve their financial goals. The institution offers education on financial management, information about their services, and access to market performance data and financial products. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., with Registered Representatives available in various states. Visitors are advised to take responsibility and assess the accuracy of information provided on external websites linked within the institution's site.
400 S Dixie Hwy # 323, Boca Raton, FL 33432, United States -
Hewins Financial Advisors
● ClosedHewins Financial Advisors is a leading finance institution located at 433 Plaza Real in Boca Raton, Florida, United States. With a team of experienced financial advisors, they provide personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Hewins Financial Advisors offers expert guidance and strategic advice to help you make informed choices. Trustworthy, reliable, and committed to client success, Hewins Financial Advisors is dedicated to helping you secure a stable financial future.
433 Plaza Real Suite 275, Boca Raton, FL 33432, United States -
Moore CPAs
● ClosedMoore CPAs is a leading accounting and finance institution located at 7700 Congress Avenue in Boca Raton, Florida, United States. With a team of experienced and dedicated professionals, Moore CPAs offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and auditing to financial planning and consulting, Moore CPAs is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with tax compliance or need help with financial analysis, Moore CPAs is the trusted partner you can rely on for all your accounting and finance needs.
7700 Congress Ave Ste 2110, Boca Raton, FL 33487, United States -
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
● ClosedGutter Chaves Josepher Rubin Forman Fleisher Miller P.A. is a boutique law firm located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida. Specializing in tax, probate, trust, litigation, and business law, our team of twelve experienced attorneys is dedicated to providing the highest level of legal counsel and service to our clients. With a focus on advising, protecting, and enhancing individual, family, and business wealth, our firm has been serving the South Florida community since the 1980s. Our attorneys have extensive experience in tax, business, guardianship, estate & trust planning and administration, as well as guardianship, trust, estate, and elder financial abuse litigation. This unique combination of expertise allows us to effectively handle a wide range of legal matters and provide comprehensive solutions to our clients.
2101 Corporate Blvd NW STE 107, Boca Raton, FL 33431, United States -
Chapkin Law
● ClosedChapkin Law is a reputable law firm located at 1900 Corporate Boulevard Northwest in Boca Raton, Florida. Specializing in various areas of law, the experienced team of lawyers at Chapkin Law is dedicated to providing top-notch legal representation and personalized service to their clients. Whether you are facing a complex legal issue or simply need legal advice, Chapkin Law is committed to helping you navigate the legal system with confidence and ease. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
1900 Corporate Blvd NW #305w, Boca Raton, FL 33431, United States -
Friedman Rosenwasser & Goldbaum, P.A.
● ClosedFriedman Rosenwasser & Goldbaum, P.A. is a prestigious law firm located at 7280 West Palmetto Park Road in Boca Raton, Florida. With a team of experienced attorneys, the firm specializes in a wide range of legal services including business law, real estate law, estate planning, and more. Clients can expect personalized attention and expert guidance to help them navigate complex legal matters. The firm is known for its professionalism, integrity, and dedication to achieving the best possible outcomes for its clients.
7280 W Palmetto Park Rd #202, Boca Raton, FL 33433, United States -
Vincent A Menniti - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVincent A Menniti, a financial advisor at Ameriprise Financial Services, LLC in Boca Raton, Florida, is dedicated to helping clients achieve their financial goals through personalized advice, investments, and solutions. With a focus on tracking progress and adjusting strategies as needed, Vincent can help clients navigate the complexities of financial planning. Vincent is registered to conduct securities business in certain states and is committed to providing clients with the information they need to make informed decisions about their finances. Clients can expect a thorough overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at that time.
9825 Marina Blvd #100, Boca Raton, FL 33428, United States -
Kristen Hernandez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKristen Hernandez is a Financial Advisor at Ameriprise Financial Services, LLC located at 2700 North Military Trail, Boca Raton, Florida, United States. Kristen 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®, 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®. Kristen specializes in providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and investment strategies. Kristen is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance.
2700 N Military Trl Ste 390, Boca Raton, FL 33431, United States -
Jesse Miles - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJesse Miles is a financial advisor at Ameriprise Financial Services, LLC located at 5200 Town Center Circle in Boca Raton, Florida. Jesse specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals. For those interested in a complimentary initial consultation, Jesse is available to discuss retirement planning, education funding, major purchases, and more. With access to investments and accounts from any device, clients can monitor progress towards their financial goals securely.
5200 Town Center Cir #600, Boca Raton, FL 33486, United States -
Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedErnie Velez - Financial Advisor, Ameriprise Financial Services, LLC, located at 5200 Town Center Circle, Boca Raton, Florida, United States, is a prestigious institution specializing in providing expert financial advice and services. With a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Ernie Velez are highly qualified to address the diverse needs of individuals, retirees, small business owners, and high net worth clients. From asset management and investment strategies to estate planning and risk management, the team at Ernie Velez is dedicated to helping clients achieve their financial goals. Whether you are looking for advice on annuities, retirement planning, or estate planning, the experienced advisors at Ernie Velez have the expertise to guide you through the complex world of finance. With a commitment to ethics and ongoing professional education, Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients secure their financial future.
5200 Town Center Cir #600, Boca Raton, FL 33486, United States -
James Bradley - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Bradley is a financial advisor at Ameriprise Financial Services, LLC located at 5200 Town Center Circle in Boca Raton, Florida, United States. James specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He offers complimentary initial consultations to help clients plan for retirement, education, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. James is committed to diversity and inclusion, and strives to create a better financial future for all. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Bradley is registered in states where securities business is conducted. Ameriprise Financial has received recognition for its support of the military community and disability inclusion initiatives. For more information or to schedule a consultation, visit the website or contact James Bradley directly.
5200 Town Center Cir #600, Boca Raton, FL 33486, United States
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos