Guide to estate planning in Boca Raton, FL
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Simani Law, PA - Trusts and Estates
● OpenSimani 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 -
Alter Retirement Planning
● OpenAlter Retirement Planning is a leading financial institution located in the heart of Boca Raton, Florida. Our team of experienced professionals is dedicated to helping individuals plan for a secure and prosperous retirement. We offer a wide range of services, including retirement savings strategies, investment management, estate planning, and more. At Alter Retirement Planning, we understand that each client has unique goals and circumstances, which is why we tailor our services to meet their specific needs. Trust us to guide you towards a financially stable and worry-free retirement. Visit us at 33 Southeast 7th Street, Boca Raton, Florida, to start planning for your future today.
33 SE 7th St suite # m, Boca Raton, FL 33432, United States -
Ganim Law Group, PLLC
● OpenLocated at 1825 Corporate Boulevard Northwest in Boca Raton, Florida, the Ganim Law Group, PLLC is a reputable institution known for providing comprehensive legal guidance in various matters. Specializing in Real Estate, Probate, Estate Planning, and Business Law, the institution offers expert representation tailored to the specific needs of individuals and companies in Boca Raton, Jupiter, Pembroke Pines, Hollywood, Delray Beach, Lake Worth, and surrounding areas. With a philosophy of exceptional representation coupled with hospitality-level customer service, the Ganim Law Group ensures that clients receive effective solutions for their legal issues. From estate planning to probate administration, real estate transactions, and business law services, the institution provides dedicated support to navigate legal complexities seamlessly.
1825 Corporate Blvd NW STE 110, Boca Raton, FL 33431, United States -
Schwartz | White Attorneys at Law
● OpenSchwartz | 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 -
The Law Offices of Jacob A. Cohen
● OpenThe Law Offices of Jacob A. Cohen is a prestigious legal institution located at 750 South Dixie Highway in Boca Raton, Florida, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable attorneys led by Jacob A. Cohen, this institution is committed to representing clients with integrity, professionalism, and expertise. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, The Law Offices of Jacob A. Cohen is here to help. Contact us today for a consultation and let us guide you through the complexities of the legal system.
750 S Dixie Hwy, Boca Raton, FL 33432, United States -
The Siegel Law Group, P.A.
● OpenThe Siegel Law Group, P.A. is a reputable law firm located at 2500 North Military Trail in Boca Raton, Florida. Specializing in estate planning, elder care, probate, and trust administration, our dedicated team of attorneys is committed to providing personalized and compassionate legal services to clients throughout South Florida. With over 40 years of experience, we understand the importance of protecting your loved ones and ensuring peace of mind for yourself. From creating wills and trusts to navigating complex elder law issues, we are here to guide you through life's biggest challenges. Contact us today to schedule a consultation and let us help you plan for the future.
2500 N Military Trl suite 470, Boca Raton, FL 33431, 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 -
Levy Closings, PA
● OpenLevy Closings, P.A. is a law firm located at 1001 Yamato Road in Boca Raton, Florida. Specializing in real estate transactions, business law, and estate planning, attorney Jeffrey Levy is dedicated to providing expert representation to clients of all sizes. With a background in finance and a Juris Doctor degree from Emory Law School, Jeff brings a wealth of knowledge and experience to his practice. In his free time, he enjoys sports and spending time with his family. Levy Closings, P.A. is committed to guiding clients through the closing process with professionalism and care.
1001 Yamato Rd Suite 401, Boca Raton, FL 33431, United States -
Dector Andrew M
● OpenDector Andrew M is a reputable law firm located at 7777 Glades Road in Boca Raton, Florida. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Dector Andrew M is here to help. Trust in their expertise and professionalism to guide you through the legal process and achieve the best possible outcome for your case. Contact them today to schedule a consultation.
7777 Glades Rd #400, Boca Raton, FL 33434, United States -
Merit Financial Advisors, LLC
● OpenMerit Financial Advisors, LLC is a leading finance institution located in Boca Raton, Florida. With a prime location at 2799 Northwest 2nd Avenue, this institution offers top-notch financial advisory services to individuals and businesses alike. Their team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning, Merit Financial Advisors, LLC has the expertise and resources to guide you every step of the way. Trust in their professionalism and commitment to excellence for all your financial needs.
2799 NW 2nd Ave #101, Boca Raton, FL 33431, United States -
Rubin Wealth Advisors
● OpenRubin 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 -
The Fetterman Wealth Management Group - Morgan Stanley
● OpenThe Fetterman Wealth Management Group at Morgan Stanley is a premier financial institution located at 1801 North Military Trail in Boca Raton, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and estate planning, we strive to provide our clients with comprehensive financial solutions tailored to their individual needs. Trust in the expertise and dedication of The Fetterman Wealth Management Group to guide you towards a secure financial future.
1801 N Military Trl #300, Boca Raton, FL 33431, United States -
Merrill Lynch Financial Advisor David R Feigelman
● Openimportant to you. Our team at Merrill Lynch Financial Advisor David R Feigelman is dedicated to providing personalized financial solutions tailored to your unique needs and goals. Located in Boca Raton, Florida, we prioritize building strong client relationships based on trust and exceptional service. Through in-depth conversations, we work with you to identify and prioritize your financial goals, whether it's planning for retirement, transferring wealth to future generations, or pursuing your passions. Using the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Wilson Murphy Law, PLLC
● OpenWilson Murphy Law, PLLC is a reputable law firm located in Boca Raton, Florida. Our experienced team of attorneys specializes in a wide range of legal services, including business law, real estate law, estate planning, and more. We are dedicated to providing our clients with personalized and effective legal solutions to meet their specific needs. With a commitment to excellence and a track record of success, Wilson Murphy Law, PLLC is here to guide you through any legal challenge you may face. Contact us today at 1825 Corporate Boulevard Northwest to schedule a consultation.
1825 Corporate Blvd NW STE 110, Boca Raton, FL 33431, United States -
Law Offices of Alexander Platt
● OpenThe Law Offices of Alexander Platt, PLLC, located at 2385 Northwest Executive Center Drive in Boca Raton, Florida, is dedicated to providing customized solutions for all of your estate planning needs. Our team understands the importance of safeguarding your assets and securing the future of your loved ones. We work with our clients through each step of estate and trust administration, ensuring compliance with the complexities of Florida state laws. Whether you need help achieving your estate planning goals, assistance with probate or trust administration, or guidance through litigation, our team is here to help. A properly drafted estate plan can avoid future headaches and heartaches, making estate planning an investment in your future and the well-being of your family.
2385 NW Executive Center Dr SUITE 100, Boca Raton, FL 33431, United States -
Ellis Law Group P.L.
● OpenEllis Law Group P.L. is a renowned law institution located at 4755 Technology Way in Boca Raton, Florida, United States. Specializing in estate law, the team at Ellis Law Group is dedicated to providing personalized and comprehensive legal services to clients of all backgrounds and means. With a focus on asset protection, estate planning, and administration, the experienced attorneys at Ellis Law Group work diligently to ensure that their clients' interests are safeguarded and their goals are met. Understanding that each client has unique hopes, concerns, and objectives, the attorneys at Ellis Law Group take the time to listen, strategize, and implement tailored solutions that align with their clients' specific needs. Whether it's young families looking to secure their future, CEOs planning for retirement, or individuals facing complex estate administration issues, Ellis Law Group offers expert guidance and support every step of the way.
4755 Technology Way #205, Boca Raton, FL 33431, United States -
Ernie Velez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenErnie 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 -
Bret Chernow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBret Chernow - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2101 Corporate Boulevard Northwest, Boca Raton, Florida, United States, offers a range of financial services and expertise to meet the needs of individuals and businesses. Bret Chernow holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing comprehensive and specialized financial advice. With a focus on asset management, estate planning, retirement planning, and investment strategies, Bret Chernow is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Bret Chernow has the knowledge and experience to guide you through complex financial decisions. Contact Bret Chernow today to learn more about how he can help you secure your financial future.
2101 Corporate Blvd NW Ste 208, Boca Raton, FL 33431, United States -
Merrill Lynch Wealth Management: The Bass Doro Group
● OpenMerrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
600 N Pine Island Rd #300, Plantation, FL 33324, United States -
Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenEdward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida, is a finance institution offering a range of services to meet the needs of individuals seeking wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at Edward Wacks are equipped to provide expert guidance on asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, the team at Edward Wacks is committed to upholding a code of ethics and delivering personalized solutions to help you achieve your financial goals. With a focus on client assessment, risk management, and investment performance, the advisors at Edward Wacks strive to provide comprehensive and tailored portfolio management services. Whether you are seeking advice on fixed-rate and variable annuities, estate planning, retirement planning, or specialized financial planning for seniors or individuals with special needs, the team at Edward Wacks has the expertise and experience to guide you through the complexities of financial planning. Contact Edward Wacks - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to schedule a consultation and take the first step towards securing your financial future.
2101 Corporate Blvd NW Ste 208, Boca Raton, FL 33431, United States -
Weinberg & Company
● OpenLocated at 6100 Glades Road in Boca Raton, Florida, Weinberg & Company is a reputable accounting and finance institution with over 36 years of experience serving clients worldwide. Specializing in bookkeeping, accounting, tax, and estate planning services, our knowledgeable team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on trust management, estate planning, and asset acquisition, we provide top-notch tax preparation and planning services to clients in West Palm Beach and surrounding areas. Our professional and responsive team is committed to providing exceptional service, with many satisfied clients praising our willingness to listen, discuss solutions, and explain complex tax codes in layman's terms. Whether you're starting a new business or need assistance with tax matters, Weinberg & Company is here to guide you every step of the way. Contact us for a free initial consultation and let us help you navigate your financial journey.
6100 Glades Rd # 205, Boca Raton, FL 33434, United States -
Janus, Curran, Finkelson-Reece, PLLC Certified Public Accountants
● OpenJanus, Curran, Finkelson-Reece, PLLC Certified Public Accountants is a leading accounting and finance institution located at 2101 Corporate Boulevard Northwest in Boca Raton, Florida, United States. Our team of experts specializes in budget-friendly tax planning and preparation, estate planning, bookkeeping, personal or family budgeting, education, and general financial advice. From financial analysis to cash flow projections, forecasting, and business valuation, we have extensive experience in helping companies achieve their goals and develop effective business strategies. We handle a wide range of tax management projects, including filing corporate and partnership income tax returns, individual income tax returns, gift tax returns, estate and trust tax returns, non-profit tax returns, rentals and real estate tax matters, and more.
2101 Corporate Blvd NW, Boca Raton, FL 33431, United States -
Gary G Smith Accountant Inc
● OpenGary G Smith Accountant Inc is an accounting and finance institution located at 500 Northeast Spanish River Boulevard in Boca Raton, Florida, United States. With over 25 years of professional experience in tax preparation for individuals, small businesses, estates, and trusts, we are prepared to assist our clients in real estate sales, purchases, management, and the preparation of loan documentation. Our knowledgeable staff is well-versed in bookkeeping and accounting systems for small businesses, individuals, estates, and trust administration. No task is too small or too large for us to handle. Let our trained professionals guide you through all your accounting needs. We provide professional accounting services for individuals and small businesses, proudly serving the sunny state of Florida since 1980!
500 NE Spanish River Blvd, Boca Raton, FL 33431, United States -
Blue Sky Excursions
● OpenBlue Sky Excursions is a top-notch travel agency located in Boca Raton, Florida. Specializing in custom vacations, we work closely with our clients to plan and oversee their trips, ensuring a stress-free and VIP experience. Our affiliations with Travel Experts and Virtuoso allow us to offer added perks and insider access to some of the best destinations in the world. From Europe to South America, safaris to luxury cruises, we cater to a wide range of travel interests. Our founder, Suzanne Terry, is a seasoned luxury travel advisor with extensive global experience. With over 30 years in the industry, Suzanne's expertise and connections guarantee unforgettable luxury experiences for our clients.
17759 Lake Estates Dr, Boca Raton, FL 33496, United States -
The Yeatter Group at Schooner Bay Realty
● OpenWelcome to The Yeatter Group at Schooner Bay Realty, your trusted real estate agency located in the heart of Cape Coral, Florida. Situated at 1210 Del Prado Boulevard South, we are proud to serve the vibrant community of Southwest Florida, offering personalized and comprehensive real estate services to meet all your home buying and financing needs. With a rich background in real estate and finance, our founder has been a dedicated loan officer in Florida since 2015. Starting as a loan officer assistant and equipped with an A.S. in Accounting from Florida Southwestern State College, she developed a passion for helping others navigate the complexities of home financing. Having lived in Southwest Florida for most of her life with her family, she deeply understands the local market and is committed to helping you make this beautiful area your home.
1210 Del Prado Boulevard South, Cape Coral, Florida 33990, United States
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