Legal services for seniors in Florida
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Law Office of Christine N. Failey, P.A.
The Law Office of Christine N. Failey, P.A. is located at 1827 Oklahoma Avenue Northeast in St. Petersburg, Florida, United States. This institution specializes in providing superior customer service and results-oriented solutions for commercial collections matters in Tampa Bay and throughout Florida. With a creative approach to negotiation, they ensure the recovery of debts without damaging existing business relations. The legal experts at Christine N. Failey’s Law Office are well-versed in Florida debt collection laws and utilize various legal tools to help creditors seek satisfaction of a judgment. They also offer custom-tailored contracts to help businesses achieve long-term stability and provide guidance on alternatives to bankruptcy for repairing debt.
Estate Plan Prep
Estate Plan Prep is a reputable law firm located at 4932 Ridgemoor Circle in Palm Harbor, Florida. Our team of experienced lawyers specializes in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or navigating the probate process, our knowledgeable attorneys are here to guide you every step of the way. Trust Estate Plan Prep to provide personalized and professional legal services for all your estate planning needs.
Gregory L Denes PA
Gregory L Denes PA is a reputable institution located at 400 Celestial Way in Juno Beach, Florida, United States. Specializing in providing professional legal services, the institution is known for its dedicated team of experts who are committed to helping clients navigate through a variety of legal matters. With a focus on personalized attention and tailored solutions, Gregory L Denes PA strives to achieve the best possible outcomes for their clients. Whether you are in need of assistance with estate planning, real estate transactions, or any other legal issue, you can trust Gregory L Denes PA to provide reliable and effective representation.
Law Offices of Robert Schwartz, P.A.
The Law Offices of Robert Schwartz, P.A. is a trusted institution located at 14255 U.S. Highway 1 in Juno Beach, Florida. With over 20 years of experience in estate planning and preparing revocable trusts, our team of attorneys is dedicated to helping you prepare for your future. We prioritize clear communication with our clients and strive to answer any questions you may have to give you peace of mind. Our focus is always on you and your family, ensuring that all decisions are made with your best interests in mind. We have assisted numerous families in preparing revocable trusts at an affordable price and are ready to do the same for you. Our firm was established in 1996 and has since helped many Florida families with their estate planning needs. We offer free initial consultations to new clients so you can meet our attorneys and ask any questions before any fees are charged. Whether you need help with wills, trusts, probate, or estate settlement, our skilled attorneys are here to guide you through the process. Contact us at our main office in Boynton Beach, Florida for expert legal assistance.
REAP | Retirement & Estate Advisors & Professionals
REAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.
Sharon Neil, Esq.
Sharon Neil, Esq. is a reputable law firm located at 5745 Southwest 75th Street in Gainesville, Florida. Led by experienced attorney Sharon Neil, the firm offers a wide range of legal services to clients in the Gainesville area and beyond. Specializing in various areas of law, including family law, estate planning, and real estate law, Sharon Neil, Esq. is dedicated to providing personalized and effective legal representation to meet the unique needs of each client. With a commitment to excellence and a track record of success, Sharon Neil, Esq. is a trusted choice for individuals seeking high-quality legal services in the Gainesville area.
Merrill Lynch Financial Advisor Susan K Erb
Merrill Lynch Financial Advisor Susan K Erb, located at 9128 Strada Place in Naples, Florida, is committed to building strong relationships with clients by providing accessible, knowledgeable, and experienced financial advice. Susan holds the Chartered Retirement Plans Specialist designation and is dedicated to delivering excellent service to her clients. At Merrill Lynch Wealth Management, Susan follows a disciplined process that begins with getting to know each client, their family, financial situation, and priorities. By using the Merrill Personal Wealth Analysis™, Susan can create a personalized financial plan focused on helping clients achieve their goals.
Slonim Law
Slonim Law is a reputable institution located in Clearwater, Florida, specializing in Probate, Guardianship, Estate Planning, and Medicaid Planning. Our dedicated attorneys focus on Elder Law in Brevard county and Osceola county, including areas such as Melbourne, Viera, and Palm Bay. We pride ourselves on providing top-notch representation and working closely with our clients to ensure their rights and interests are preserved. Our mission is to exceed our clients' expectations by offering the highest level of legal expertise and integrity. Whether you need assistance with probate administration, estate planning, guardianship, or Medicaid planning, our team at Slonim Law is here to help. We understand the importance of life planning for families and strive to provide personalized attention to each client.
Neil Jesani Advisors
Neil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
Wealth Law Group
Wealth Law Group is a renowned legal institution located at 1348 Fruitville Road in Sarasota, Florida, United States. Specializing in wealth management and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to help clients protect and grow their assets. Whether you need assistance with creating a comprehensive estate plan, navigating complex tax laws, or managing your investments, Wealth Law Group is here to guide you every step of the way. Trust us to help you secure a prosperous financial future for you and your loved ones.
Law Office of Holly E Cosby
The Law Office of Holly E Cosby is a trusted legal institution located in Fort Myers, Florida. Specializing in various areas of law, Holly E Cosby provides expert legal representation and guidance to clients in need. With a commitment to excellence and a dedication to achieving the best possible outcomes for her clients, Holly E Cosby is a highly respected lawyer in the Fort Myers area. Whether you are in need of assistance with a personal injury case, family law matter, or any other legal issue, the Law Office of Holly E Cosby is here to help. Contact us today at 602 Center Road to schedule a consultation.
Oath - Fort Myers Estate Planning & Investment Attorneys
Oath - Fort Myers Estate Planning & Investment Attorneys is a reputable law firm located at 9160 Forum Corporate Parkway in Fort Myers, Florida. Specializing in estate planning and investment law, our experienced attorneys provide expert legal advice and guidance to help clients protect their assets and plan for the future. Whether you need assistance with wills, trusts, probate, or other estate planning matters, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Legacy Law Firm Naples P.A.
Legacy Law Firm Naples P.A. is a prestigious legal institution located at 5515 Bryson Drive in Naples, Florida. With a team of highly experienced attorneys, they specialize in providing expert legal services in a wide range of practice areas including estate planning, probate, trust administration, and elder law. Clients can expect personalized attention and top-notch representation to help them navigate complex legal matters. Whether you are planning for the future or dealing with a legal issue, Legacy Law Firm Naples P.A. is dedicated to protecting your legacy and ensuring your peace of mind.
Grady H. Williams, Jr., LL.M. Attorneys at Law PA
Grady H. Williams, Jr., LL.M. Attorneys at Law PA is a legal institution located in Jacksonville, Florida, offering caring, compassionate, and knowledgeable legal services for over 20 years. Specializing in legal expertise for the elderly and their families, our dedicated team is committed to providing financial security, peace of mind, and personal dignity to our clients. We stay up-to-date on the laws that affect our clients and aim to provide the best legal advice possible. Serving clients in various areas in Florida, including Jacksonville, Ponte Vedra Beach, St. Augustine, and more, we are here to guide you through complex legal issues related to elder law and estate planning. Don't be a victim of one-size-fits-all planning - know your legal rights and act accordingly. Fill out the necessary forms and bring them to your first meeting with us. Legal Disclaimer: Copyright 2023 Grady Williams Secure Document Portal.
The Coleman Law Firm, PLLC
The Coleman Law Firm, PLLC is a trusted legal institution located at 5011 Gate Parkway in Jacksonville, Florida. Our team of experienced attorneys is dedicated to providing exceptional legal services in a wide range of practice areas, including estate planning, elder law, probate, and asset protection. We prioritize personalized attention and tailored solutions for each client, ensuring that their unique needs and goals are met. With a commitment to excellence and a track record of success, The Coleman Law Firm, PLLC is the go-to choice for individuals and families seeking expert legal representation in Jacksonville and beyond.
Reverse Mortgage
Reverse Mortgage, located at 3596 Infinity Run in The Villages, Florida, offers financial solutions for homeowners looking to access the equity in their homes. This institution provides a range of services and products to help individuals make the most of their assets. It is important to note that the information provided by Reverse Mortgage is not a substitute for professional legal, tax, or financial advice. It is recommended to consult with qualified professionals before making any decisions. The institution is not affiliated with HUD or FHA and operates under Mortgage Lender License# MLDB8675. Terms and conditions may vary by state and are subject to change. Borrowers must meet certain criteria, including age, income, credit history, and property qualifications. Failure to meet obligations such as property taxes and insurance may result in default. Reverse Mortgage is committed to helping homeowners navigate the complexities of financial planning and asset management.
Infinite Retirement Solutions
Infinite Retirement Solutions, located at 122 East Main Street in Lakeland, Florida, is dedicated to helping individuals navigate the complexities of retirement planning. Our experienced team understands the challenges that come with preparing for retirement and is here to guide you every step of the way. We believe in creating personalized retirement plans that align with your unique goals and vision for the future. Whether you are concerned about healthcare costs, estate planning, life insurance, or long-term care, we have the expertise to help you make informed decisions that will safeguard your financial well-being.
Legacy Foundation at Shell Point
The Legacy Foundation at Shell Point, located at 15010 Shell Point Boulevard in Fort Myers, Florida, is a specialized non-profit organization dedicated to providing financial and wealth planning concierge services exclusively for residents of Shell Point. The Legacy Family Service offers a complimentary review of estate plans and advance directives, wealth transfer planning, financial services, educational workshops, and referrals to trusted legal, financial, and tax professionals. The institution believes in helping individuals leave a lasting legacy that reflects their values, faith, relationships, and resources. Consultation with qualified advisors is recommended before making any decisions, as the institution prioritizes client confidentiality and data security.
Fifth Third Preferred - Marissa Beltran
Fifth Third Preferred - Marissa Beltran is a premier financial institution located at 21321 South Tamiami Trail in Estero, Florida, United States. Specializing in personalized financial services, Marissa Beltran and her team provide expert advice and tailored solutions to help clients achieve their financial goals. Whether you are looking to invest, save, or plan for the future, Fifth Third Preferred - Marissa Beltran is dedicated to providing top-notch service and support to help you succeed. Contact them today to learn more about how they can assist you with your financial needs.
Bank of America Private Client Advisor Andrew Buschle
Bank of America Private Client Advisor Andrew Buschle, located at 9128 Strada Place in Naples, Florida, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Andy coordinates a team of specialists who work with ultra-high-net-worth clients to design strategies for wealth management goals. With a holistic approach, they offer guidance on philanthropy, investment management, trust and estate planning, and more. Andy emphasizes the value of listening to clients' needs and providing ongoing support. He brings over 20 years of experience in banking and holds degrees in accounting and business administration. The team at Bank of America Private Bank is dedicated to building strong client relationships and creating personalized strategies to meet clients' financial objectives. With a focus on innovation and disciplined financial strategies, they help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.
Merrill Lynch Financial Advisor Jean Paul Padilla
Merrill Lynch Financial Advisor Jean Paul Padilla is located at 355 Alhambra Circle, Coral Gables, Florida, United States. This institution offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jean Paul Padilla can help you create a flexible financial strategy in today's changing market conditions. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Jean Paul Padilla focuses on understanding your individual needs and aspirations to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. By engaging in conversations with clients, he helps identify and prioritize goals that matter most, whether it's planning for retirement, funding education, or transferring wealth to future generations.
Bank of America Private Client Advisor Kelly Gegerson
Bank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
Bank of America Private Client Advisor Tatiana McHugh
Bank of America Private Client Advisor Tatiana McHugh is a Senior Vice President at Bank of America Private Bank, located in Palm Beach, Florida. She leads a team of specialists who work together to create tailored financial strategies for clients in areas such as investment management, trust and estate planning, lending, and philanthropy. With over 200 years of experience, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial goals. They prioritize client needs and goals, using a personalized approach and innovative strategies to navigate the complexities of the financial landscape. Please note that Tatiana McHugh does not provide legal advice in her role at Bank of America Private Bank. Visit us at 132 Royal Palm Way, Palm Beach, Florida for personalized wealth management solutions.
Bank of America Private Client Advisor Paul J. Yates
Bank of America Private Client Advisor Paul J. Yates is a Senior Vice President offering personalized financial services in Fort Lauderdale, Florida. With a focus on high-net-worth clients and non-profit organizations, Paul provides strategic guidance in wealth management, estate planning, investment management, and philanthropy. He has a dedicated team of experts to assist with various financial needs, including credit and lending strategies for luxury assets. Paul has been with Bank of America since 2009 and has a background in finance and investment management. He is actively involved in the community and serves on various boards and organizations. Bank of America Private Bank has a rich history of helping clients achieve their financial goals, with a commitment to personalized service and innovative solutions. Please note that by visiting the website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all services offered.
Bank of America Private Client Advisor Jose Pujol
Bank of America Private Client Advisor Jose Pujol, located at 701 Brickell Avenue in Miami, Florida, is a finance institution dedicated to serving high-net-worth individuals, families, and businesses. Senior Vice President Jose Pujol takes pride in simplifying the complex financial lives of his clients by providing personalized strategies to help pursue their financial goals. With extensive experience in areas such as capital-raising, cash management, and wealth transfer, Jose offers strategic guidance on credit and lending opportunities, tax minimization, trust and estate planning, and more. By working closely with clients and their advisors, Jose develops customized strategies tailored to their specific needs and priorities. As a part of Bank of America Private Bank, Jose and his team provide a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial objectives. From preserving wealth to planning for future growth, the institution is dedicated to making clients' goals a top priority. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate the complexities of the financial landscape and provide a bridge across generations.
McCord, PA - Tax Attorney, Estate Planning, Probate & Elder Law
McCord, PA is a reputable institution located at 105 West 5th Street in Panama City, Florida, specializing in tax law, estate planning, probate, and elder law. With a team of experienced and knowledgeable attorneys, McCord, PA provides expert guidance and legal services to individuals seeking assistance with their financial and legal matters. Whether you need help with tax planning, estate administration, or elder law issues, McCord, PA is dedicated to providing personalized and effective solutions to meet your needs. Trust in McCord, PA for all your accounting, finance, and legal needs.
Steven E. Miller
Steven E. Miller is a reputable institution located at 2502 North Rocky Point Drive in Tampa, Florida, United States. Specializing in accounting, finance, and legal services, the institution offers expert guidance and support in navigating complex financial and legal matters. With a team of experienced professionals, Steven E. Miller is dedicated to providing top-notch services to help clients achieve their financial and legal goals. Whether you need assistance with tax planning, financial analysis, or legal representation, Steven E. Miller is your trusted partner in success.
Law Offices of Patrick J. McLain, PLLC
Welcome to the Law Offices of Patrick J. McLain, PLLC, located at 2555 Enterprise Road, Clearwater, Florida. Our firm is dedicated to providing exceptional legal representation for military personnel facing court-martial and other military legal proceedings worldwide. With over 30 years of experience, Attorney Patrick J. McLain, a former JAG lawyer and retired USMC court-martial trial judge, leads our team with unparalleled expertise and a comprehensive understanding of military law. We proudly serve all six branches of the military, offering our clients the advantage of a civilian military defense lawyer who operates independently of the military chain of command. This allows us to dedicate more personalized attention to each case, ensuring a robust defense strategy tailored to your unique situation.
Family Law Mediation
Welcome to Family Law Mediation At Family Law Mediation, located at 7212 U.S. 19, New Port Richey, Florida, we are dedicated to providing effective and compassionate mediation services to help you resolve conflicts without the financial and emotional strain of litigation. Our practice is led by Mediator Schmidt, a Florida Supreme Court Certified Mediator and Eldercaring Coordinator, who brings decades of experience in dispute resolution.
James W. Martin, P.A.
Welcome to James W. Martin, P.A., your trusted legal partner in St. Petersburg, Florida. Conveniently located at 1220 Murok Way South, our law firm is dedicated to providing exceptional legal services tailored to meet the unique needs of each client. With years of experience in the legal field, James W. Martin, P.A. specializes in a wide range of practice areas, ensuring comprehensive support and expert guidance for all your legal matters. Whether you are facing complex legal challenges or seeking advice on personal or business matters, our commitment to integrity, professionalism, and personalized attention sets us apart. Trust us to navigate the legal landscape with you, delivering results-driven solutions and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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