TOP 10 Legacy wealth transfer in Tarpon Springs, Florida

The Thomas G. Tripp Law Offices, located at 4930 Park Boulevard in Pinellas Park, Florida, is a trusted estate planning law firm with over 20 years of experience serving the individuals and families of Pinellas County. Attorney Thomas Tripp and his legal team specialize in helping clients create solid estate plans to preserve their wealth for future generations, avoid probate, and make important healthcare decisions as they age. With a focus on making the estate planning process simple and personalized, the Law Offices of Thomas G. Tripp offer services such as creating wills, trusts, powers of attorney, and advance healthcare directives. Clients can trust that their legal needs are being handled by experienced professionals who prioritize communication and understanding individual needs.

Anne C Peterson is a Financial Advisor at Ameriprise Financial Services, LLC located at 210 South Pinellas Avenue, Tarpon Springs, Florida, United States. Anne 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®. Anne specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Anne is dedicated to helping clients achieve their financial goals.