Estates planning in Sarasota, Florida
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Chris Kehoe Tax Law
Chris Kehoe Tax Law is a reputable institution specializing in accounting, finance, and legal services located at 18245 Paulson Drive in Port Charlotte, Florida, United States. With additional locations in Sarasota, St. Petersburg, Tampa, Venice, North Port, and Fort Myers, our team of experienced tax lawyers is dedicated to providing expert advice and representation for all your tax-related needs. Contact us at 941-787-7575, 813-466-1414, or 239-829-5669, or email Chris@TaxGC.com to schedule a consultation. Our office hours are Monday to Friday from 7 a.m. to 5 p.m. EST, Saturday from 7 a.m. to 11:30 p.m. EST, and Sunday from 9 a.m. to 10 p.m. EST. Trust Chris Kehoe Tax Law to help you navigate the complexities of tax law with professionalism and efficiency.
Filson & Penge
Filson & Penge is a prestigious law firm located at 2727 South Tamiami Trail in Sarasota, Florida. Specializing in various areas of law, including civil litigation, criminal defense, family law, and estate planning, the dedicated team of attorneys at Filson & Penge is committed to providing high-quality legal services to clients in the Sarasota area. With a reputation for excellence and a track record of successful cases, Filson & Penge is a trusted institution for those in need of legal representation.
Voigt Law Group, P.A.
Voigt Law Group, P.A. is a reputable law firm located in Sarasota, Florida, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced attorneys at Voigt Law Group are dedicated to providing top-notch legal representation to their clients. With a commitment to excellence and a track record of success, Voigt Law Group is trusted by individuals and families in Sarasota and beyond to navigate complex legal issues with skill and compassion. Visit their office at 2042 Bee Ridge Road to discuss your legal needs with their knowledgeable team of lawyers.
Aker Law Firm, P.A.
Aker Law Firm, P.A. is a reputable law firm located at 3400 South Tamiami Trail in Sarasota, Florida, United States. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to their clients. With a focus on professionalism, integrity, and personalized attention, Aker Law Firm, P.A. strives to achieve the best possible outcomes for their clients. Whether you are in need of assistance with family law, estate planning, or business law matters, you can trust Aker Law Firm, P.A. to provide expert legal counsel and support.
Hudson Tom PA
Hudson Tom PA is a reputable law firm located at 7780 Westmoreland Drive in Sarasota, Florida. With a focus on providing expert legal services, the team at Hudson Tom PA is dedicated to serving the needs of their clients with professionalism and integrity. Whether you are in need of legal advice or representation, Hudson Tom PA is committed to delivering personalized solutions tailored to your unique situation. Contact them today for reliable legal assistance in Sarasota, Florida.
Gail Brannon Law Office
Gail Brannon Law Office is a reputable legal institution located at 677 North Washington Boulevard in Sarasota, Florida, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced team at Gail Brannon Law Office is dedicated to providing top-notch legal services to clients in the Sarasota area. With a commitment to integrity, professionalism, and personalized attention, Gail Brannon Law Office is a trusted choice for individuals seeking legal representation.
Law Office Of Shelly Gallagher, PA
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.
Capstan Financial Consulting Group
Capstan Financial Consulting Group is a finance institution located at 238 South Washington Boulevard in Sarasota, Florida, United States. The name "capstan" comes from a nautical device used to move large objects with the help of a team working in unison. Similarly, our company is built on the premise of experienced individuals working together to help clients achieve their financial goals. We provide comprehensive financial services with a personal touch, using a team-focused approach to guide clients through all stages of life and market conditions. When you trust us with your assets, we promise to prioritize your financial success above all else. Your personal and financial information will be protected, and you will receive a clear Envision® Plan tailored to your goals.
Sage Wealth Consulting, LLC
Sage Wealth Consulting, LLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a finance institution that offers professional wealth management services. As a Certified Financial Planner (CFP®) and Member of the National Association of Personal Financial Advisors (NAPFA), Angela Wetzig provides independent advice, strategic planning, and upholds a fiduciary standard for her clients. With a focus on helping clients navigate life's transitions, Sage Wealth Consulting offers financial planning and investment management services to help clients organize, grow, and protect their assets. Angela Wetzig is a Fee-Only financial advisor, meaning she is not paid commissions and is legally obligated to provide unbiased and trustworthy financial advice. Sage Wealth Consulting has chosen Charles Schwab & Co., Inc. as the custodian of client accounts, serving clients locally in Sarasota and across the country.
Graham Capital
Graham Capital is a finance institution located at 1991 Ringling Boulevard in Sarasota, Florida, United States. Our team at Graham Capital Advisors is dedicated to helping people reach their financial goals through personalized strategies and planning. We have a passionate and client-focused approach, drawing on our rich history to help clients pursue their retirement dreams. Our team of financial advisors, insurance professionals, estate planners, and attorneys work together to provide comprehensive recommendations tailored to each client's unique needs. We offer custom strategies to help clients reach their retirement goals with confidence. Stress-Free Retirement, a book by Patrick Kelly, provides valuable insights for retirees navigating today's investment landscape. Graham Capital Advisors is an independent estate planning and insurance agency, with investment advisory services offered by Graham Capital Wealth Management. We strive to educate and inform clients, empowering them to make sound financial decisions with the guidance of qualified professionals.
Ardor Wealth Managment
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.
Retirement Wealth Specialists
Retirement Wealth Specialists is a finance institution located at 1950 Ringling Boulevard in Sarasota, Florida. Our team of experts specializes in helping individuals plan for a secure and comfortable retirement. With personalized strategies tailored to each client's unique financial goals and circumstances, we strive to provide peace of mind and financial security for our clients as they transition into retirement. Whether you are looking to maximize your savings, create a steady income stream, or minimize tax liabilities, Retirement Wealth Specialists is here to help you navigate the complexities of retirement planning. Contact us today to schedule a consultation and start building your retirement wealth.
Murphy Business & Financial Corporation
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.
Sara-Bay Financial Corporation
Sara-Bay Financial Corporation is a leading finance institution located at 2201 Cantu Court in Sarasota, Florida, United States. With a strong reputation for providing top-notch financial services, Sara-Bay Financial Corporation offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Sara-Bay Financial Corporation is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Scharf Group, LLC
The Scharf Group, LLC is a finance institution located at 1538 Stickney Point Road in Sarasota, Florida, United States. Specializing in financial services, they provide expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, The Scharf Group, LLC offers a range of services including investment management, financial planning, and retirement solutions. Whether you are looking to grow your wealth, plan for the future, or secure your financial future, The Scharf Group, LLC is dedicated to helping you succeed.
Palm Avenue Wealth Advisory Group - Raymond James
Palm Avenue Wealth Advisory Group - Raymond James is a leading financial institution located in Sarasota, Florida. Our team of experienced advisors provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is here to help. With a commitment to integrity and excellence, we strive to provide top-tier financial advice and guidance to our clients. Visit us at 2 North Tamiami Trail to learn more about how we can help you secure your financial future.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading finance institution located at 240 South Pineapple Avenue in Sarasota, Florida, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth preservation and growth, we offer comprehensive solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Mariner Wealth Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
CPA Consultants PA
CPA Consultants PA, located at 240 South Pineapple Avenue in Sarasota, Florida, is a trusted institution specializing in accounting and finance services. With expertise in handling complex tax issues, including S elections and dual citizenship tax filings, our team is dedicated to providing personalized solutions for both businesses and individuals. From preparing various tax forms for international clients to offering advice on estate planning and financial statements, we are committed to helping our clients achieve their financial goals. Whether you need assistance with state tax returns, accounting software systems, or business transactions, our experienced professionals are here to help. Contact us today for a consultation and let us assist you in navigating the complexities of financial management.
Benjamin F. Edwards
Benjamin F. Edwards is a finance institution located at 77 South Palm Avenue in Sarasota, Florida, United States. The institution offers a range of financial services, with professionals like Bob Kahne, Tony Swart, and Anne Maxwell providing personalized financial advice to clients. The team at Benjamin F. Edwards is dedicated to helping clients reach their financial goals through customized financial plans and sound investment decisions. The institution is affiliated with Benjamin F. Edwards Wealth Management, an SEC-registered investment adviser. With a client-centered approach, the team at Benjamin F. Edwards prioritizes trust, integrity, and mutual respect in their interactions with clients. The institution offers services such as financial and retirement planning, advisory services, and asset allocation guidance. With over 40 years of experience in the wealth management industry, the professionals at Benjamin F. Edwards are committed to supporting clients' success and helping them achieve their financial goals.
Michael Calamaras - Northwestern Mutual
Michael Calamaras - Northwestern Mutual is a reputable financial institution located at 2601 Cattlemen Road in Sarasota, Florida, United States. Specializing in providing financial planning, investment strategies, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Walsh & Associates
Walsh & Associates is a reputable finance institution located at 2350 Fruitville Road in Sarasota, Florida, United States. With a team of experienced financial experts, Walsh & Associates offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can trust in the institution's expertise and dedication to helping them achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Walsh & Associates is here to provide personalized solutions tailored to your needs.
Siegel Law Firm
Siegel Law Firm is a reputable legal institution located at 3205 Southgate Circle in Sarasota, Florida. Specializing in a wide range of legal services, the firm is dedicated to providing high-quality representation and personalized attention to each client. With a team of experienced and knowledgeable attorneys, Siegel Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, Siegel Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.
The Payne Law Group PLLC
The Payne Law Group PLLC, located at 766 Hudson Avenue in Sarasota, Florida, is a trusted legal institution that combines experience and knowledge to provide customized products and results in various areas of practice. With almost 50 years of experience as a personal trust company executive, the team at Payne Law Group understands both the technical and personal sides of estate planning. Attorney David Payne is highly recommended for his advanced technical knowledge, willingness to listen, and strong support team. The firm offers a comfortable and supportive environment for clients during the drafting and signing process, with paralegal Tarin Jernigan reflecting the same level of professionalism and care. Whether you are in need of estate planning, trust administration, or other legal services, the trustworthy and knowledgeable team at Payne Law Group is ready to assist you. Conveniently located in Sarasota, Florida, the firm is easily accessible from I-75 for clients in the surrounding areas.
The Robertson Law Firm
The Robertson Law Firm is a reputable legal institution located at 330 South Pineapple Avenue in Sarasota, Florida, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to clients in need of expert representation. With a team of experienced and skilled lawyers, The Robertson Law Firm is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are facing a complex legal issue or seeking guidance on legal matters, The Robertson Law Firm is here to assist you every step of the way. Contact them today to schedule a consultation and discuss your legal needs.
Farr Law Firm
Located at 7244 South Beneva Road in Sarasota, Florida, the Farr Law Firm has been serving Southwest Florida for over 100 years. As the oldest and largest law firm in Charlotte County, the firm is dedicated to addressing the complex legal needs of individuals and businesses while upholding small town values. From Naples to Fort Myers, Punta Gorda to Sarasota, the firm zealously represents clients throughout the region. Founded by Earl D. Farr in 1924, the firm has grown from a one-man operation to a powerhouse in Charlotte County. Over the years, the firm has been involved in landmark cases and developments in the area, including obtaining the right-of-way for U.S. 41 and representing major corporations like First Federal Savings and Loan Association of Charlotte County.
Wickman Law Group PLCC
Wickman Law Group PLCC is a renowned legal institution located at 46 North Washington Boulevard in Sarasota, Florida, United States. Specializing in a wide range of legal services, including personal injury, family law, estate planning, and business law, the firm is dedicated to providing top-notch legal representation to clients in Sarasota and beyond. With a team of experienced attorneys who are committed to achieving the best possible outcomes for their clients, Wickman Law Group PLCC is a trusted and respected name in the legal community. Whether you are in need of legal advice, representation in court, or assistance with legal documents, you can rely on Wickman Law Group PLCC to provide you with the expert guidance and support you need.
Lawrence Advisory, PLLC
Lawrence Advisory, PLLC is a trusted law firm located at 1800 2nd Street in Sarasota, Florida, United States. Our team of experienced attorneys specializes in providing expert legal advice and representation in a variety of practice areas, including business law, estate planning, real estate law, and more. We are committed to providing personalized and effective solutions to meet our clients' needs and achieve their goals. Contact Lawrence Advisory, PLLC today to schedule a consultation and learn how we can assist you with your legal matters.
Infanti Law Firm, PLLC
Infanti Law Firm, PLLC is a reputable legal institution located at 1605 Main Street in Sarasota, Florida, United States. Specializing in various areas of law, including family law, personal injury, and estate planning, their team of experienced attorneys provides top-notch legal services to clients in the Sarasota area and beyond. With a commitment to professionalism, integrity, and personalized attention, Infanti Law Firm, PLLC is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases. Contact them today for expert legal representation.
Simpler Law LLC
Simpler Law LLC is a legal institution located at 46 North Washington Boulevard in Sarasota, Florida. Our team of experienced attorneys specializes in providing straightforward and efficient legal solutions to our clients. Whether you need assistance with estate planning, real estate transactions, or business law matters, we are here to help. We pride ourselves on our commitment to simplifying the legal process for our clients, making it easier for them to understand and navigate. Contact Simpler Law LLC today for all your legal needs.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 126 South Osprey Avenue in Sarasota, Florida, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, retirement planning, wealth management, and financial advisory services. Clients can trust in the expertise and professionalism of Raymond James Financial Services to help them achieve their financial goals and secure their financial future.
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