TOP 30 Gift tax planning in Florida

Naples Asset Management Company LLC ("NAMCOA") is a finance institution located at 999 Vanderbilt Beach Road in Naples, Florida, United States. Specializing in asset management, NAMCOA offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, NAMCOA provides personalized investment strategies and guidance to ensure clients' financial success. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, NAMCOA is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

L M Bravo & Associates is a reputable finance institution located in Miami, Florida. With a prime location at 12930 Southwest 128th Street, this institution offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, L M Bravo & Associates is here to help. Trust in their expertise and experience to secure a brighter financial future.

Heirloom Legacy Financial is a prestigious finance institution located at 6303 Waterford District Drive in Miami, Florida, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Heirloom Legacy Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, our team of experienced professionals is here to guide you every step of the way. Trust Heirloom Legacy Financial to be your partner in building a secure financial future.

Longa Law Firm, P.A. is a reputable institution located at 400 North Ashley Drive in Tampa, Florida. Specializing in estate planning, probate, estate and gift tax planning, and living wills and other advance directives, this firm has been serving the Tampa Bay area since 2008. Their knowledgeable attorneys provide reliable counsel to clients in the Tampa area, with a thorough understanding of Florida law. Longa Law Firm, P.A. is dedicated to helping clients achieve the best possible results in their legal matters. They serve clients throughout the state of Florida, including Tampa, Brandon, Plant City, Apollo Beach, Lutz, Dunedin, Clearwater, St. Petersburg, Seminole, as well as Manatee, Sarasota, Charlotte, and Polk County. Trust Longa Law Firm, P.A. to handle your estate planning and probate needs with professionalism and expertise.

Vega Rosa E CPA is a reputable accounting and finance institution located at 9595 Killian Drive in Miami, Florida, United States. With a team of experienced certified public accountants, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Vega Rosa E CPA is dedicated to providing top-quality service and ensuring the financial success of their clients. Contact them today to schedule a consultation and take control of your finances.

Charitable Solutions, LLC is a finance institution located at 3713 Pine Street in Jacksonville, Florida, United States. Specializing in charitable giving and philanthropic planning, Charitable Solutions, LLC offers expert financial advice and solutions to individuals and organizations looking to make a positive impact through donations and investment strategies. With a team of experienced professionals, they provide personalized services tailored to meet the unique needs and goals of each client. Whether you are looking to maximize your charitable contributions or establish a legacy of giving, Charitable Solutions, LLC is dedicated to helping you make a difference in the world.

Wilmoth & Associates, located at 2317 Blanding Boulevard in Jacksonville, Florida, is a reputable CPA firm specializing in accounting and finance services. With a focus on tax compliance and recovery, our team offers a wide range of services for small businesses, national corporations, and individuals. Our experienced professionals use cutting-edge technology to provide personalized solutions for each client, ensuring financial success and growth. Services offered by Wilmoth & Associates include business tax return preparation, audit representation, entity selection, tax planning, estate and gift tax returns, and more. Whether you need assistance with tax optimization, audit management, bookkeeping, or personal financial statements, our team is here to help. We are dedicated to providing comprehensive and effective solutions to meet your specific needs.

Bordeaux Spillane, & Zahul CPA's PA is a reputable accounting and finance institution located at 12788 Forest Hill Boulevard in Wellington, Florida, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Trust Bordeaux Spillane, & Zahul CPA's PA for all your accounting and finance needs.

Fisher, Tousey, Leas & Ball, P.A. is a trusted institution located at 818 A1A North in Ponte Vedra Beach, Florida, United States. Since 1978, we have been providing personalized legal services to our community, helping individuals and businesses with their assets, wealth, and legacy planning. With four convenient law offices in Jacksonville, Amelia Island, Ponte Vedra, and St. Johns County, FL, our team of experienced tax and estate planning attorneys is ready to guide you towards achieving peace of mind about your financial future. Contact us today to schedule an appointment and protect your legacy.

Sandra Rolon & Associates, CPA, PA is a trusted accounting and finance institution located at 3600 Red Road in Miramar, Florida, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Whether you need help with your personal finances or are looking to grow your business, Sandra Rolon & Associates, CPA, PA is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

First Command Financial Advisor - Jeff Noe is a finance institution located at 1120 Eglin Parkway in Shalimar, Florida, United States. Specializing in financial services, this institution offers expert advice and guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, First Command Financial Advisor - Jeff Noe provides personalized financial solutions tailored to each client's unique needs. This institution operates under the umbrella of First Command Financial Services, Inc., ensuring a high standard of quality and reliability. The institution values client feedback, with testimonials provided voluntarily by satisfied clients. While these testimonials may not guarantee future success, they offer insight into the positive experiences of First Command clients. Trust First Command Financial Advisor - Jeff Noe for all your financial planning needs.

First Command Financial Advisor - Craig Martin is a finance institution located at 1120 Florida 85, Shalimar, Florida, United States. As a financial advisor, Craig Martin provides personalized financial advice and services to help clients achieve their financial goals. This institution is affiliated with First Command Financial Services, Inc., which has a strong reputation for providing quality financial services. The testimonials provided by clients are voluntary and not influenced by any compensation from First Command. While the experiences shared in testimonials may vary, First Command is committed to helping clients succeed financially.

Edward Jones Investments is a leading financial institution located in Niceville, Florida, United States. Specializing in personalized investment strategies, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Edward Jones provides comprehensive wealth management services, including retirement planning, education savings, and investment management. Whether you are planning for the future or looking to grow your wealth, Edward Jones Investments is committed to providing tailored solutions to meet your unique needs. Trust Edward Jones to guide you on the path to financial success.

Strategic Solutions Financial Group is a leading financial institution located at 492 Texas Parkway in Crestview, Florida, United States. With a team of experienced professionals, we offer strategic financial solutions tailored to meet the unique needs and goals of our clients. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to help guide you every step of the way. Trust in Strategic Solutions Financial Group to provide you with the knowledge, expertise, and personalized service you need to achieve financial success.

Eric Evan Mc Lendon is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2500 Northeast Coachman Road, Clearwater, Florida, United States. Eric 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®, CFP®, 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 Eric's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various client needs. Eric's commitment to ethical practices and ongoing education ensures that he provides high-quality financial services to his clients.

Scott Charboneau is a financial advisor at Ameriprise Financial Services, LLC, located at 7432 Monika Manor Drive in Tampa, Florida, United States. As a Platinum Financial Services® Advisor, Scott has the background and qualifications to provide personalized financial advice to help you reach your goals. He takes the time to understand what is truly important to you, whether it's saving for college, planning for retirement, making smart investments, or anything else. By offering personalized financial advice, Scott can help you prepare for both expected and unexpected life events, giving you more confidence and control over your financial future. If you are wondering about retirement and how to ensure you have enough money to last through your golden years, Scott encourages you to explore the Retirement InteractiveSM tool. This tool allows you to delve into important issues that could impact your retirement income and help you plan accordingly.

Advisor Group Florida is a finance institution located at 9100 Conroy Windermere Road in Windermere, Florida, United States. With the ever-changing tax laws, market fluctuations, and uncertainties about the future, it is crucial for families to consider their estate plan sooner rather than later. Our advisors offer consultations to explain how our unique plan differs from others you may have encountered. We are confident that once you see the benefits of our program, you will choose us. The process can be completed in as little as 2 weeks after signing up, giving you peace of mind and eliminating sleepless nights worrying about your estate. Our eStatePlan™ platform allows you to make changes to your Estate Plan at any time, providing convenience and flexibility. At Advisor Group Florida, we take a comprehensive approach to estate planning, considering legal, tax, and financial aspects to ensure you are fully taken care of. Our team of advisors and attorneys work together to guide you through the process and ensure your estate is planned and executed according to your wishes.

Rhoody Financial & Beauty Services is a unique institution offering a combination of financial and beauty services. Located at 817 North Lake Parker Avenue in Lakeland, Florida, this establishment provides a one-stop shop for all your beauty and financial needs. From hair care and health services to financial planning and advice, Rhoody Financial & Beauty Services caters to a diverse range of clients. Whether you're looking for a new hairstyle, a relaxing spa treatment, or assistance with managing your finances, this institution has you covered. Experience the convenience and expertise of Rhoody Financial & Beauty Services today!

Joe Kennedy - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1111 3rd Avenue West, Bradenton, Florida, United States. With a focus on your individual goals and risk tolerance, Joe provides investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your approach is updated as life changes, allowing you to track your progress towards your goals securely from any device. By scheduling a complimentary initial consultation, you can learn more about how Joe can assist you in reaching your financial goals. With expertise in analyzing market trends and risk tolerance, Joe can help you navigate the complexities of investing to maximize potential returns while minimizing risks.

Cheryl Smith - Financial Advisor at Ameriprise Financial Services, LLC is located at 105 South Armenia Avenue in Tampa, Florida. As a finance institution, Cheryl and her team offer personalized financial advice and services to help clients achieve their financial goals. Each Ameriprise advisor has their own areas of focus, and Cheryl's expertise can help you align your financial goals with the right approach. You can review Cheryl's background, credentials, and experience to see if she is the right fit for you. To get started, simply fill out the "Request consultation" form on their website and Cheryl will reach out to schedule a complimentary initial consultation. Get on track to financial success with Cheryl Smith and Ameriprise Financial Services, LLC.

Renee Martone-Cecil is a financial advisor at Ameriprise Financial Services, LLC located at 7321 Merchant Court, Sarasota, Florida, United States. Renee has 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, and Chartered Life Underwriter Designation®. Renee specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and staying informed on the latest investment strategies and opportunities. Contact Renee Martone-Cecil at Ameriprise Financial Services for expert advice on asset management, retirement planning, estate planning, and more.

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.

Greaton and Greaton is a reputable law firm located at 3471 North Federal Highway in Fort Lauderdale, Florida. Since 1993, our dedicated team has been helping clients create estate and financial plans to ensure their assets are transferred efficiently and tax effectively. We specialize in preparing Wills, Trusts, and other asset transfer vehicles, as well as providing guidance on lifetime gifting and post-death estate administration. Our personalized approach and close attention to detail guarantee that our clients' wishes are carried out in a timely manner. We collaborate with financial advisors, accountants, and corporate fiduciaries to offer comprehensive services tailored to each client's needs. Our fee structure is flexible, allowing clients to choose a payment option that suits them best. Trust Greaton and Greaton to handle your estate and financial planning needs with professionalism and expertise.

Edward Jones - Financial Advisor: Edward J Burnside, AAMS™ is a reputable financial institution located at 4846 Sun North Lake Boulevard in Sebring, Florida. As a trusted financial advisor, Edward J Burnside, AAMS™ provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Edward J Burnside, AAMS™ is dedicated to helping you secure a prosperous financial future.

Thomas Lee is a Financial Advisor at Ameriprise Financial Services, LLC located at 209 Tabor Street in Punta Gorda, Florida, United States. Thomas Lee 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, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas Lee's expertise in asset management, estate planning, investment strategies, retirement planning, and more. With a focus on providing personalized financial advice to individuals and businesses, Thomas Lee is dedicated to helping clients achieve their financial goals.

Rafael Diaz is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8390 Southwest 72nd Avenue in Miami, Florida, United States. With a focus on personalized financial planning, Rafael helps clients reach their goals, whether it's saving for retirement, funding education, or making a major purchase. He offers investment recommendations tailored to individual risk tolerance and goals, and regularly reviews and adjusts strategies as life circumstances change. Clients can access their accounts and track progress towards their goals securely from any device. To learn more about how Rafael can help you achieve your financial goals, schedule a complimentary initial consultation. He is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website.

Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 9130 South Dadeland Boulevard, Miami, Florida, United States. Miguel Horvath holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution offers specialized services for domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Miguel Horvath is committed to providing expert advice and guidance to help clients achieve their financial goals.

Jarrett Bostwick is a finance institution located at 12012 South Shore Boulevard, Wellington, Florida, United States. At Jarrett Bostwick, we understand that life's grandest visions require thoughtful plans. Our team is dedicated to meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. We empower your decision-making with expert guidance and provide seamless financial management for your family and your future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future. We help you invest in your community intelligently and offer bespoke investment strategies aligned with your financial objectives.

Eric Haar - TD Wealth Financial Advisor is a reputable financial institution located at 12280 South Shore Boulevard in West Palm Beach, Florida. As a trusted advisor, Eric Haar offers personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Eric Haar provides expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the long term, Eric Haar is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Eric Haar - TD Wealth Financial Advisor today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: Sally N Engels is a reputable finance institution located at 4500 PGA Boulevard in Palm Beach Gardens, Florida, United States. As a skilled financial advisor, Sally N Engels provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a commitment to exceptional customer service and a thorough understanding of investment options, Sally N Engels is dedicated to helping clients make informed decisions about their finances. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Sally N Engels is here to help you every step of the way.