The 30 Best Tax planning for seniors in Florida

Welcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.

Welcome to the Estate Planning Council of Lee County, your trusted local government office dedicated to serving the community of Fort Myers and the wider Lee County area. Conveniently located at 4841 Springline Drive, Fort Myers, Florida, we specialize in providing comprehensive estate planning services to help individuals and families secure their financial futures. Our experienced team is committed to offering expert guidance on wills, trusts, probate, and asset management, ensuring peace of mind for you and your loved ones. We are passionate about empowering our community with the knowledge and resources needed to make informed decisions about their estate planning needs. Visit us today to learn how we can assist you in safeguarding your legacy.

Bogin, Munns & Munns, P.A. is a law firm located at 2700 Northwest 43rd Street in Gainesville, Florida, United States. They specialize in estate planning, wills, trusts, power of attorney, and business succession planning. The firm understands the importance of planning for the future and offers guidance on how to protect your assets and make decisions about your medical care. Their experienced legal team can help you create a comprehensive estate plan tailored to your specific needs. Whether you are looking to set up a trust, draft a will, or make decisions about your healthcare, Bogin, Munns & Munns, P.A. is there to assist you every step of the way. Contact them today for a consultation to start planning for your future.

DeLoach, Hofstra & Cavonis, P.A. is a reputable law firm located at 775 Cortaro Drive in Sun City Center, Florida. Specializing in estate planning, elder law, personal injury, litigation, probate, and real estate, our experienced attorneys provide personalized legal services to individuals and families throughout west central Florida, including Pinellas County, Hillsborough County, Manatee County, and Seminole County. With over 45 years of experience, our team of six dedicated attorneys is committed to providing compassionate and effective representation to our clients. Whether you are in need of legal support or guidance, our attorneys will assess your situation, inform you of your options, and work with you to develop the best strategy for your case. We take pride in serving the residents of Sun City Center, Ruskin, and the surrounding area, and are dedicated to helping our clients navigate through a wide range of legal matters. Contact DeLoach, Hofstra & Cavonis, P.A. today for professional and reliable legal representation.

Tippen Law Firm, PLLC, located at 6151 Lake Osprey Drive in Sarasota, Florida, is a trusted Estate Planning Elder Law, Probate, and Business Law Firm. Specializing in helping individuals and families plan for the future, protect their loved ones, and navigate legal issues, Tippen Law Firm is dedicated to providing expert counsel and support. Whether you need assistance with estate planning, business matters, or probate, their team is ready to help. With additional locations in Fort Myers and Punta Gorda, Tippen Law Firm is committed to serving clients throughout Southwest Florida. Contact them today for all your legal needs.

Tippen Law Firm, PLLC is a trusted law firm located in Fort Myers, Florida, specializing in Estate Planning, Elder Law, Probate, and Business Law. Our team is dedicated to helping individuals and families plan for the future, protect their assets, and navigate legal issues with ease. Whether you need assistance with creating a will, establishing a trust, or resolving a business dispute, our experienced attorneys are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your future.

H&R Block is a reputable accounting and finance institution located at 40 West 9 Mile Road in Pensacola, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services, including tax preparation, bookkeeping, and financial planning. Clients can expect personalized and efficient service to help them navigate the complexities of their financial needs. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 112 Lielmanis Avenue in Hurlburt Field, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your taxes or a business seeking financial advice, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 432 East Burleigh Boulevard in Tavares, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is committed to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to experience the quality service and expertise that sets H&R Block apart.

H&R Block is a renowned accounting and finance institution located at 3317 South Orange Blossom Trail in Kissimmee, Florida, United States. With a reputation for providing expert financial services, H&R Block offers a wide range of tax preparation and financial planning solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or financial consulting, H&R Block is committed to providing top-notch service and expertise. Visit their location in Kissimmee to experience their exceptional financial services firsthand.

H&R Block is a trusted accounting and finance institution located at 4922 38th Avenue North in St. Petersburg, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to meet your needs. Visit us today to see how we can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 4216 Bee Ridge Road in Sarasota, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing you with expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch accounting services in Sarasota.

H&R Block is a renowned accounting and finance institution located at 722 Dr East Martin Luther King Junior Boulevard in Seffner, Florida, United States. With a dedicated team of financial experts, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is committed to providing top-notch financial solutions tailored to your specific needs. Trust H&R Block to help you navigate the complex world of taxes and finances with ease and confidence.

H&R Block is a renowned accounting and finance institution located at 24830 South Tamiami Trail in Bonita Springs, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office today to experience their expertise and commitment to helping you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 13500 Beach Boulevard in Jacksonville, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience top-notch accounting and finance services.

Annuity.org is a trusted institution located in Orlando, Florida, United States, specializing in finance. Whether you are interested in selling structured settlement payments, planning for retirement, or taking control of your personal finances, Annuity.org is here to help you make informed decisions that shape your financial future. Our team of certified financial experts and licensed professionals provide impartial, reliable insights to educate you about your financial options. With a focus on financial literacy and empowering individuals to make informed decisions, Annuity.org offers a range of resources, including articles, podcasts, and educational materials on topics such as annuities, retirement planning, and financial security. Stay up to date with the latest news on annuities, finance, and retirement planning with Annuity.org, where real people provide real financial advice.

Ironclad Accounting & Finance is a premier institution located at 7751 Belfort Parkway in Jacksonville, Florida, United States. Founded by a team of finance, technology, and marketing professionals with successful exits, we specialize in providing customized accounting and finance solutions for businesses of all sizes. At Ironclad, we understand the importance of having a solid grasp on your finances for the success of your business. Our team works closely with you to create a tailored package that aligns with your business goals, all for a flat monthly fee. By optimizing your budget and providing the right mix of expertise at the right seniority levels, we offer a cost-effective alternative to hiring full-time team members.

WoodmenLife is an insurance agency located at 4425 Lafayette Street in Marianna, Florida, United States. With a focus on providing financial security and peace of mind for individuals and families, WoodmenLife offers a range of insurance products and services. Their dedicated team of professionals is committed to helping clients navigate the complexities of insurance and plan for the future. Whether you're looking for life insurance, retirement planning, or investment solutions, WoodmenLife is here to support you every step of the way. Visit their office in Marianna to learn more about how they can help you protect what matters most.

First Choice Life & Annuity, Inc. is a reputable insurance agency located at 113 South Monroe Street in Tallahassee, Florida, United States. Specializing in life insurance and annuities, our experienced team is dedicated to helping clients make informed decisions to secure their financial future. With a commitment to providing personalized service and tailored solutions, First Choice Life & Annuity, Inc. is the top choice for individuals looking to protect their loved ones and assets. Contact us today to learn more about our comprehensive insurance options.

Clay County Adult & Community Education is a learning institution located at 2306 Kingsley Avenue in Orange Park, Florida. It offers a wide range of educational programs and classes for adults in the community. The institution is conveniently located adjacent to Orange Park High School, making it easily accessible for students. With a focus on lifelong learning and personal development, Clay County Adult & Community Education provides a supportive and inclusive environment for individuals looking to further their education and skills. Contact them at (904) 336-4450 for more information.

Mayo Clinic Primary Care, located at 4500 San Pablo Road South in Jacksonville, Florida, is a health institution that provides comprehensive healthcare services for the entire family. The clinic, also known as Cannaday Primary Care Center, is conveniently located adjacent to the hospital for easy access and continuity of care. Operating hours are from 7:30 a.m. to 5 p.m. Monday through Friday, with additional pediatric appointments available from 5 to 7 p.m. on Monday and Tuesday. By making a tax-deductible gift, you can support the cutting-edge research and care provided by Mayo Clinic Primary Care that is changing the field of medicine.

Insurance Investments is a reputable health institution located at 3001 North Rocky Point Drive in Tampa, Florida, United States. We specialize in providing a wide range of insurance products and investment services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future through strategic planning and personalized solutions. With a commitment to excellence and a focus on customer satisfaction, Insurance Investments is your trusted partner in protecting your health and wealth.

The Retirement Readiness Institute, located at 7777 Glades Road in Boca Raton, Florida, is a leading finance institution dedicated to helping individuals prepare for retirement. Our expert advisors provide personalized guidance and resources to help clients achieve their financial goals and ensure a secure retirement. With a focus on education and planning, we offer a range of services to help clients maximize their savings, manage investments, and navigate the complexities of retirement planning. Whether you are just starting to save for retirement or are close to retiring, the Retirement Readiness Institute is here to help you take control of your financial future.

Shawn E Brown Insurance is a reputable health insurance agency located at 1992 Lewis Turner Boulevard in Fort Walton Beach, Florida. Specializing in Medicare Supplement Plans, Medicare Advantage Plans, and Prescription Drug Plans, the agency offers advanced premium tax credits for most applicants and even free plan options for many. With a full-service, independent brokerage model, Shawn E Brown Insurance prides itself on transparency, honesty, and efficiency in helping clients navigate the complex healthcare landscape. Serving clients in Florida, Georgia, South Carolina, North Carolina, Texas, Tennessee, Michigan, Montana, and Alabama, the agency offers a wide selection of plans from top insurance providers such as United Healthcare, Humana, Cigna, and more. Clients appreciate the personalized service and expertise provided by licensed agents like Mark Hamm and Joe DeCillis, who go above and beyond to find affordable and comprehensive insurance coverage. Whether you're in need of Medicare, individual health, or life insurance, Shawn E Brown Insurance is dedicated to helping you find the best plan to fit your needs and budget. With a focus on building lasting relationships with clients, the agency ensures that you have support and guidance every step of the way. Give Shawn E Brown Insurance a call today to become a part of their family and receive top-notch insurance services.

Northwestern Mutual is a reputable finance and insurance agency located at 4458 Legendary Drive in Destin, Florida, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and businesses achieve their financial goals. Known for their commitment to financial security and customer service, Northwestern Mutual is a trusted institution for those seeking reliable insurance and investment solutions. Visit their office in Destin to learn more about their services and how they can help you plan for a secure financial future.

Jerry Blackburn Retirement Strategies is an insurance agency located at 317 Northeast 36th Avenue, Ocala, Florida, United States. Led by President & Founder Jerry Blackburn, the institution has been providing safe retirement strategies for pre-retirees and retirees for many years. With a focus on honesty, integrity, and simplicity, Jerry works diligently to help clients achieve their long-term financial objectives using insurance products. As an A member of the Better Business Bureau and a member of the National Ethics Association, Jerry ensures personalized service to protect clients' hard-earned retirement assets from market losses. By asking specific questions to tailor financial strategies to individual needs, JB Retirement Strategies aims to protect, grow, and preserve clients' assets. Jerry, who values integrity and hard work, believes in providing the retirement planning that clients deserve. The institution offers no-cost, no-obligation discovery meetings to kickstart the retirement planning process. With office locations in Winter Park, Gainesville, and Wildwood, JB Retirement Strategies is committed to helping clients secure their financial future.

Heartland Retirement Group is an insurance agency located at 905 East Martin Luther King Junior Drive in Tarpon Springs, Florida. Our dedicated team specializes in helping individuals plan for a secure and comfortable retirement. We offer a range of insurance products and services to ensure our clients have peace of mind for their golden years. Contact us today to start planning for your future with Heartland Retirement Group.

Smart Health & Life Insurance Agency LLC is a trusted institution located at 2211 Ashley Oaks Circle in Wesley Chapel, Florida, United States. Specializing in health and life insurance, our agency is dedicated to providing top-notch service and coverage options to meet the needs of our clients. With a focus on smart and innovative solutions, we strive to help individuals and families protect their health and financial well-being. Contact us today to learn more about our insurance products and how we can help you secure a brighter and healthier future.

The Medicare Learning Center and more is an insurance agency located at 9668 U.S. 301 in Wildwood, Florida. Our center specializes in providing comprehensive information and guidance on Medicare plans and options. Our knowledgeable staff are dedicated to helping individuals navigate the complex world of healthcare insurance, ensuring they make informed decisions that meet their specific needs. In addition to Medicare education, we offer a range of services to assist clients in finding the right coverage for their health and financial goals. Visit us today to learn more about how we can help you secure the insurance coverage you need.

Tony Lee - State Farm Insurance Agent is an insurance agency located at 1702 South Alexander Street in Plant City, Florida. With over 32 years of insurance experience, Tony Lee and his team provide fast and friendly service to clients in Plant City and the surrounding areas. Tony Lee holds a Bachelor of Science degree from Siena College and has earned designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). The agency offers free quotes for auto, home, and life insurance, ensuring that clients receive the coverage they need at affordable rates. With a focus on customer service, the team at Tony Lee - State Farm Insurance Agent is dedicated to helping clients protect their assets and loved ones.