TOP 30 Estates and trusts in Lakewood Ranch, Florida

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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.

Elder Needs Law, PLLC is a Medicaid, Estate Planning & Probate Law Firm located at 9040 Town Center Parkway in Lakewood Ranch, Florida. Our team of experienced lawyers specialize in helping seniors and their families navigate legal issues related to long-term care planning, Medicaid eligibility, estate planning, and probate. With a focus on protecting the rights and assets of older adults, we provide personalized and compassionate legal services to ensure our clients' needs are met. Contact us today to schedule a consultation and learn how we can assist you with your elder law needs.

Kerkering, Barberio & Co., CPAs in Lakewood Ranch is a trusted institution located at 9423 Town Center Parkway in Florida, USA. As our community continues to grow, having access to reliable accounting and finance services is essential. Our team, including Barbara Jones, Heather Williams, and Michael Goldstein, is actively involved in the Lakewood Ranch community and possesses expertise in individual and business tax needs, financial planning, and estate planning. Whether you are a resident or business owner in the Sarasota/Manatee area, we are here to help. Contact us at (941) 365-4617 to schedule a consultation with our experienced team.

The Buetergerds Group is a trusted and experienced real estate agency located in Lakewood Ranch, Florida. Specializing in Sarasota and Lakewood Ranch properties, our team of expert Realtors is dedicated to helping clients find their dream homes or investment properties. With a focus on personalized service and attention to detail, we strive to make the buying or selling process as smooth and stress-free as possible. Visit us at 8210 Lakewood Ranch Boulevard to learn more about how we can assist you in your real estate journey.

Welcome to The Ackerman Group | Sarasota Real Estate Agents, your premier choice for real estate services in Sarasota and Manatee Counties. Located at 443 John Ringling Boulevard, Sarasota, Florida, our award-winning team brings over 45 years of combined experience and a deep-rooted passion for the local community. Recognized as the #1 Producing Team in Sarasota and Manatee Counties, The Ackerman Group is consistently ranked as Coldwell Banker's top small team both locally and nationally. We specialize in the vibrant markets of St. Armands, Bird Key, Lido Key, Siesta Key, Casey Key, Osprey, University Park, and Lakewood Ranch, offering unparalleled expertise whether you are buying or selling a home or condo.

Alan I Weissbaum, Financial Professional at New York Life, is a trusted finance and insurance agency located in Lakewood Ranch, Florida. With a commitment to helping clients achieve their financial goals and secure their futures, Alan I Weissbaum offers a range of services including retirement planning, investment strategies, and insurance solutions. With a dedication to personalized service and a wealth of industry experience, clients can trust in the expertise and professionalism of Alan I Weissbaum and his team. Visit the office at 7107 Chester Trail to learn more about how they can help you plan for a secure financial future.

Jay & Dean's Auto Repair, located at 5672 Lawton Drive in Sarasota, Florida, is your go-to destination for all your car repair needs. Specializing in servicing all makes and models, our team of experts is dedicated to keeping your vehicle running smoothly. As a family-owned and operated business, we prioritize customer service and ensure that you are greeted with a friendly smile every time you visit. From routine oil changes to complex transmission and engine repairs, our skilled technicians can handle it all. Don't delay necessary maintenance or repairs – trust Jay & Dean's Auto Repair to get the job done right the first time. Plus, with our 2 year/24k mile nationwide warranty, you can have peace of mind knowing that your vehicle is in good hands.

Jean Meyer is a trusted and experienced Notary Public and Title Insurance Agent located in Lakewood Ranch, Florida. With a convenient location at 5204 88th Street East, Jean Meyer provides a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you require notarization services or assistance with title insurance, Jean Meyer is dedicated to providing top-notch customer service and expertise. Contact us today for all your finance and insurance needs.

The Notary Cooperative is a finance institution located at 13117 Ramblewood Trail in Lakewood Ranch, Florida, United States. Our team of experienced notaries are dedicated to providing professional and reliable notary services to individuals and businesses in the local community. Whether you need documents notarized for real estate transactions, legal agreements, or other financial matters, we are here to assist you with efficiency and accuracy. Trust the Notary Cooperative for all your notarization needs.

Integrity Title Services Inc is a reputable insurance agency located at 6311 Atrium Drive in Lakewood Ranch, Florida, United States. With a commitment to honesty and transparency, they provide comprehensive title services to ensure a smooth and secure real estate transaction process. Their team of experienced professionals are dedicated to upholding the highest standards of integrity and customer service, making them a trusted partner for all your insurance needs.

Marc J. Soss, Esquire is a reputable institution located at 2070 Ringling Boulevard in Sarasota, Florida, United States. Specializing in accounting, finance, and legal services, they offer expertise in Estate Planning, Business and Corporate Law, as well as Probate and Trust Administration. Since 1992, Marc J. Soss has been providing top-notch legal representation to individuals and corporate entities in Southwest Florida, including Sarasota, Siesta Key, Longboat Key, and Naples. With a focus on Estate Planning, Asset Protection, and Business Transactions, Marc J. Soss caters to a diverse clientele including business owners, retirees, and individuals seeking to safeguard their assets. Clients can expect personalized attention, tailored legal services, and a high level of expertise from Marc J. Soss, who prides himself on forming long-lasting relationships with each client.

The Law Offices of Matthew Z. Martell, P.A. is a reputable legal institution located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Specializing in various areas of law, the firm is dedicated to providing expert legal representation and guidance to clients in need. With a focus on professionalism, integrity, and personalized service, the team at the Law Offices of Matthew Z. Martell, P.A. is committed to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, seeking advice on business matters, or in need of estate planning services, you can trust in the expertise and experience of this esteemed law firm.

Stalnaker Law, P.A. is a reputable law firm located at 6704 Professional Parkway West in Lakewood Ranch, Florida. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of assistance with estate planning, business law, real estate transactions, or any other legal issue, Stalnaker Law, P.A. is committed to guiding you through the legal process with professionalism and expertise. Contact them today to schedule a consultation and learn how they can help you with your legal needs.

Nicole L. Jordan, P.A. is a reputable law firm located at 9040 Town Center Parkway in Lakewood Ranch, Florida. Specializing in various legal services, Nicole L. Jordan, P.A. offers expert guidance and representation in a range of legal matters. With a strong commitment to serving clients with integrity and professionalism, this institution provides personalized legal solutions tailored to meet individual needs. Whether you are seeking assistance with estate planning, family law, or business transactions, Nicole L. Jordan, P.A. is dedicated to helping clients navigate the complexities of the legal system with confidence and peace of mind. Trust in the experienced team at Nicole L. Jordan, P.A. for all your legal needs.

Finley Williams Law, PA is a reputable institution located at 111 2nd Avenue Northeast in St. Petersburg, Florida, United States. Specializing in estate planning, elder law, guardianship law, probate law, and real property law, our firm offers compassionate guidance and value-driven solutions for individuals facing issues related to aging and incapacity. Our founding attorney, Melissa Williams, works closely with clients to provide personalized attention and support throughout the legal process. With a background in psychology and extensive experience in estate planning, Attorney Williams is dedicated to helping families achieve peace of mind through personalized planning. Whether you need assistance with trust administrations, durable power of attorney, or other legal matters, Finley Williams Law, PA is here to help. Serving clients throughout the Tampa Bay Area, we are committed to finding solutions and delivering exceptional service. Contact us today for a consultation at our St. Petersburg or Lakewood Ranch locations.

Steiner Law Offices, PLLC is a reputable law firm located at 8131 Lakewood Main Street in Lakewood Ranch, Florida. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced team of attorneys is dedicated to providing high-quality legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, Steiner Law Offices, PLLC strives to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Neil R. Covert, P.A., Law Offices is a law firm located at 9040 Town Center Parkway in Lakewood Ranch, Florida, United States. Specializing in Estate Planning, Advanced Elder Law Planning, Probate & Trust Administration, the institution offers comprehensive services to ensure that your family is taken care of in a simple, seamless, and automatic manner. Attend one of their free workshops to learn how to protect your assets and ensure that your loved ones are provided for. With services tailored for single individuals, married couples, traditional or blended families, and advanced planning for blended families, Neil R. Covert, P.A. provides will and trust planning, health care documents, powers of attorney, and emergency health care access within 3 minutes in the event of a medical emergency.

Tippen Law Firm, PLLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a trusted Estate Planning Elder Law, Probate, and Business Law Firm. Specializing in helping individuals and families plan for the future, protect their loved ones, and navigate legal issues, Tippen Law Firm is dedicated to providing expert counsel and support. Whether you need assistance with estate planning, business matters, or probate, their team is ready to help. With additional locations in Fort Myers and Punta Gorda, Tippen Law Firm is committed to serving clients throughout Southwest Florida. Contact them today for all your legal needs.

Vitale Law, P.A. is a reputable law firm located at 5214 Paylor Lane in Lakewood Ranch, Florida. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized attention to each client. Whether you are facing a family law issue, need assistance with estate planning, or require representation in a business matter, Vitale Law, P.A. is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal needs with skill and professionalism. Contact us today to schedule a consultation and see how we can assist you.

Jim Zientara - Raymond James is a reputable finance institution located at 11009 Gatewood Drive in Lakewood Ranch, Florida, United States. With a focus on providing personalized financial services, our experienced team is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet the individual needs of each client. Trust in Jim Zientara - Raymond James for expert financial advice and guidance.

Williams Parker Attorneys at Law, located at 7500 Island Cove Terrace in Lakewood Ranch, Florida, is a prestigious law firm with deep roots in the Sarasota community. Established in 1925, our team of experienced lawyers offers a wide range of legal services, including trusts and estates, real estate, business and tax law, labor and employment law, probate and civil litigation, health law, and intellectual property law. With over 95 years of experience, our firm has built a reputation for excellence and is recognized in various publications and rankings. We are proud to serve Southwest Florida, including Sarasota and Manatee counties, and have an international reach through our membership in Ally Law. Our diverse client base includes businesses, high-net-worth individuals, healthcare institutions, government entities, and nonprofits. At Williams Parker, we are committed to providing top-tier legal services and contributing to the long-term prosperity of our community.

Holland Law Group, P.A. is a reputable law firm located at 9040 Town Center Parkway in Lakewood Ranch, Florida. Specializing in various legal services, the experienced team of lawyers at this institution is dedicated to providing top-notch legal representation to their clients. From personal injury cases to family law matters, Holland Law Group, P.A. is committed to delivering professional and personalized legal solutions. With a focus on client satisfaction and achieving favorable outcomes, this law firm is a trusted choice for individuals seeking expert legal counsel in the United States.

Edward Jones - Financial Advisor: Chris Moss, CFP®|AAMS™ is a leading financial institution located at 8205 Natures Way in Lakewood Ranch, Florida, United States. Specializing in providing personalized financial planning and investment services, Chris Moss, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive financial services.

Brad Washio - Regions Wealth Advisor is a finance institution located at 11515 State Road 70 East, Bradenton, Florida, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Brad Washio, a Wealth Advisor for Regions Private Wealth Management in Bradenton, FL, focuses on your complete financial picture to develop a comprehensive strategy to meet your goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Appointment Scheduler is provided by Engageware Modal for your convenience. Please contact us with any questions. Thank you for your time.

Elizabeth Lane is a Financial Advisor at Ameriprise Financial Services, LLC located at 7317 Merchant Court in Lakewood Ranch, Florida, United States. Elizabeth Lane holds various certifications including 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With expertise in asset management, estate planning, retirement planning, and more, Elizabeth Lane is dedicated to providing comprehensive financial services to individuals and small business owners. Elizabeth Lane's qualifications and commitment to excellence make her a trusted advisor in the field of finance.

Elite Wealth Advisors LLC is a reputable finance institution located at 5391 Lakewood Ranch Boulevard North in Sarasota, Florida, United States. As a leading financial advisory firm, we provide personalized wealth management services to help our clients achieve their financial goals. Our team of experienced advisors offers expert guidance on investments, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, Elite Wealth Advisors LLC is dedicated to helping our clients secure their financial future.

Timothy W Hornung - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6710 Professional Parkway West in Lakewood Ranch, Florida, United States. The institution offers a range of services and certifications to ensure that individuals receive expert financial advice tailored to their specific needs. Some of the certifications held by advisors at this institution include 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 demonstrate the institution's commitment to providing comprehensive and specialized financial planning services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of estate planning, the advisors at Timothy W Hornung - Private Wealth Advisor, Ameriprise Financial Services, LLC are equipped to help you navigate your financial goals with expertise and professionalism.

John Joseph Lomba - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7317 Merchant Court, Lakewood Ranch, Florida, United States. The institution offers a wide range of certifications and designations to ensure that their advisors are well-equipped to handle the diverse needs of their clients. From AAMS™ certification focusing on asset management to ADPA™ certification for domestic partnership planning, the advisors at Ameriprise Financial Services, LLC are highly trained professionals. They also offer services for estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, exit planning, and more. With certifications such as CFA, CFP®, CIMA®, and CLU®, the advisors at this institution are well-versed in various aspects of financial planning and management. Whether you are looking for retirement planning, estate planning, investment management, or specialized financial advice, John Joseph Lomba - Financial Advisor, Ameriprise Financial Services, LLC is a trusted institution to meet your financial needs.

Edward Jones - Financial Advisor: Colby Ward, CFA® is a reputable financial institution located at 6975 Professional Parkway East in Lakewood Ranch, Florida, United States. As a Certified Financial Advisor, Colby Ward offers expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and building long-term relationships, Edward Jones prides itself on providing top-notch financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Colby Ward and his team are dedicated to helping you navigate the complex world of finance with confidence. Trust Edward Jones - Financial Advisor: Colby Ward, CFA® for all your financial planning needs.

Edward Jones - Financial Advisor Joey Scheerle, CFP®, ChFC®, AAMS™ is a leading financial institution located at 6975 Professional Parkway East in Lakewood Ranch, Florida. With a team of highly qualified and experienced professionals, they provide comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or plan for your future, Joey Scheerle and his team are dedicated to providing personalized solutions tailored to your specific needs. With a focus on integrity and trust, Edward Jones is committed to helping individuals and families secure their financial futures.