TOP 10 Tax planning for seniors in Florida

The Merriman Law Firm, P.L.L.C. is a legal institution located in Estero, Florida, United States. Founded by Robin D. Merriman II, J.D., LL.M., B.C.S., the firm aims to unite the expertise of its legal professionals with the aspirations and autonomy of its clients. Specializing in Estate Planning, Federal Estate and Gift Tax Planning, Probate and Estate Administration, and more, the firm offers comprehensive legal services in various areas of law. With a focus on educating and empowering clients to make informed decisions, Robin D. Merriman II, J.D., LL.M., B.C.S., ensures that each client is properly informed and supported throughout their legal matters. Whether counseling clients or advocating for their rights, The Merriman Law Firm provides thorough, competent, and diligent legal representation tailored to each client's goals and objectives.

Michael J. Rich, P.A. is a reputable legal institution located at 2211 Widman Way in Fort Myers, Florida. With a dedication to providing clear and understandable legal assistance, Michael J. Rich, P.A. strives to help clients navigate the complexities of the legal system with ease. With a focus on collaboration and communication, the team at Michael J. Rich, P.A. works closely with clients to develop personalized plans that will lead to successful outcomes. Whether you are facing a challenging legal situation or simply need guidance on your options, Michael J. Rich, P.A. is here to help.

Mcgahee & Perez Pl is a reputable institution located at 417 West Sugarland Highway, Clewiston, Florida, United States. Specializing in providing top-notch financial and legal services, our dedicated team of professionals is committed to helping clients navigate complex legal and financial matters with expertise and care. Whether you need assistance with tax preparation, estate planning, or business consulting, Mcgahee & Perez Pl is here to provide personalized solutions tailored to your unique needs. Trust us to deliver exceptional service and guidance to help you achieve your financial goals.

Safe Harbor Law Firm, located at 4500 Executive Drive in Naples, Florida, is a team of seasoned attorneys who specialize in safeguarding the rights of the elderly through estate planning, guardianship, and long-term care planning guidance. With a compassionate approach, they navigate estate administration complexities, simplifying probate and trust matters to honor the deceased's wishes and provide peace of mind to beneficiaries. The attorneys at Safe Harbor Law Firm craft comprehensive estate planning solutions to ensure that your hard-earned legacy is securely passed down according to your wishes. With personalized solutions and proactive communication, they guide clients through the estate planning journey, providing knowledge and confidence in making the best decisions for the future.

Safe Harbor Law Firm is a trusted institution located in Fort Myers, Florida, specializing in providing legal services for estate planning, guardianship, and long-term care planning. Our seasoned attorneys are dedicated to safeguarding the rights of the elderly and ensuring that their wishes are honored through comprehensive estate administration. At Safe Harbor Law Firm, we pride ourselves on our personalized solutions, proactive communication, and compassionate approach to guiding our clients through the estate planning journey. Our team of legal experts is committed to empowering individuals and families to make informed decisions for a secure future.

Beth A. Prather, P.A. is a law firm located at 1380 Royal Palm Square Boulevard in Fort Myers, Florida. Specializing in elder law, the team at Beth A. Prather, P.A. is dedicated to helping older adults and individuals of all ages plan for the future. Whether you need assistance with estate planning, guardianship, probate, trust administration, or long-term care issues, Beth A. Prather, P.A. is here to guide you through the legal process. Attorney Beth A. Prather is board certified in elder law by the Florida Bar and is accredited with the Veterans Administration. With experience in Medicaid, Life Care Planning, and Veterans Benefits, Beth A. Prather and her team are equipped to handle a wide range of legal matters affecting the elderly and their families.

Gary Irwin & Associates is a reputable law firm located in Naples, Florida. With a focus on providing high-quality legal services, our team of experienced lawyers is dedicated to helping clients navigate through a variety of legal issues. Whether you are in need of assistance with personal injury claims, real estate transactions, or estate planning, our firm is here to provide you with expert guidance and representation. Located at 1415 Tiffany Lane, our office is conveniently situated in the heart of Naples for easy access. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Heartland Law, PLLC is a finance and lawyer institution located at 8660 College Parkway in Fort Myers, Florida, United States. Specializing in Probate, Estate Planning, Elder Law, and Trusts, our team at Heartland Law, PLLC understands the importance of education, clarity, and well-being when dealing with legal matters. With over 20 years of experience, we provide guidance on managing your financial life, creating customized trusts, setting up guardianships, and navigating the probate process. Our Freedom Plan simplifies estate planning, while ElderSmart offers advocacy for families transitioning into elderly care. Join us for a free mini-class to learn more about protecting your assets and securing your legacy. Register today to ensure peace of mind for you and your loved ones.

Caminero Law is a reputable law firm located at 1560 Sawgrass Corporate Parkway in Sunrise, Florida. Specializing in various areas of law, their team of experienced attorneys provide expert legal advice and representation to clients in need. Whether you are facing a personal injury case, family law matter, or need assistance with estate planning, Caminero Law is dedicated to serving your legal needs with professionalism and integrity. Contact them today for a consultation to discuss your legal issues and find the best solution for your situation.

Greenberg Law Group, P.A. is a reputable institution located at 2883 Executive Park Drive in Weston, Florida, United States. Specializing in accounting, finance, and legal services, our dedicated team is committed to providing real tax solutions for all of our clients. With over 20 years of experience representing individuals in front of the IRS, our skilled tax attorney, Ross Greenberg, is here to help resolve your IRS issues efficiently. Former Senior IRS Tax Attorney, Ross Greenberg, believes in ensuring that everyone's tax problems are resolved quickly and effectively. We offer in-person meetings in various locations including Weston, Boca Raton, Fort Lauderdale, West Palm Beach, and Naples, providing personalized service for our local clients.

The Law Office of Dana Setnor Metzger, PLLC is a reputable legal institution located at 1792 Bell Tower Lane in Weston, Florida, United States. Specializing in various areas of law, including but not limited to, family law, estate planning, and business law, the firm is dedicated to providing top-notch legal services to its clients. With a focus on personalized attention and achieving the best possible outcomes for each case, the team at Dana Setnor Metzger, PLLC is committed to delivering expert legal representation with integrity and professionalism.

Andrea L. Jakob, PA is a law firm located at 12401 Orange Drive in Davie, Florida, United States. Specializing in estate planning, wills, trusts, and probate, the team at Andrea L. Jakob, PA offers a personalized approach to help clients craft their plan and leave a legacy. With a focus on organization and planning, Andrea Jakob and her team ensure that families are prepared to handle life's uncertainties and find comfort in difficult times. If you are unable to reach the office by phone, immediate assistance can be obtained by emailing info@jakoblegal.com. The firm's streamlined process allows clients to spend less time in the lawyer's office and more time living their lives. Offering services in estate planning, wills, trusts, probate, elder law, and asset protection, Andrea L. Jakob, PA prioritizes peace of mind and aims to build lasting relationships based on trust and exceptional service.

Lisa A. Baird, P.A. is a reputable law firm located at 10271 Sunset Drive in Miami, Florida. Specializing in various legal services, Lisa A. Baird, P.A. is dedicated to providing expert legal advice and representation to clients in need. With a strong focus on professionalism and client satisfaction, this institution is committed to delivering high-quality legal services tailored to meet the unique needs of each individual. Whether you are in need of legal advice, representation, or assistance with a legal matter, Lisa A. Baird, P.A. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Lorenzo Law is a trusted probate lawyer located in Fort Lauderdale, Florida. Our experienced team is dedicated to helping clients navigate the complex legal process of probate, ensuring that their loved ones' estates are handled with care and efficiency. With a focus on personalized service and attention to detail, we strive to provide our clients with peace of mind during difficult times. Contact us at 12 Southeast 7th Street for expert legal assistance in probate matters.

Ross Greenberg is an institution located at 2883 Executive Park Drive in Weston, Florida, specializing in accounting, finance, and legal services. The Greenberg Law Group, P.A. is committed to providing effective tax solutions for clients, with over 20 years of experience representing individuals in front of the IRS. Former Senior IRS Tax Attorney Ross Greenberg ensures that IRS issues are resolved quickly and efficiently, with in-person meetings available in various locations including Weston, Boca Raton, Fort Lauderdale, West Palm Beach, and Naples. Specializing in tax law, the institution offers services such as handling garnishments and seizures, negotiating offers in compromise, resolving delinquent tax returns, and managing payroll taxes. The team at Ross Greenberg is dedicated to helping clients navigate through IRS issues, including property seizures and wage garnishments.

Paul Arnold, Attorney and Counselor at Law is a client-focused legal institution located at 1110 South Magnolia Drive in Tallahassee, Florida. Specializing in probate, personal injury, estates, guardianship, and powers of attorney, our firm is dedicated to providing thorough and communicative representation for our clients. Lead attorney Paul Arnold graduated cum laude from the Florida State University College of Law in 2008 and has over thirteen years of experience serving over 3,000 clients in the state of Florida. Our firm offers a range of representation levels and payment options to meet the individual needs of each client.

Horne Jr William E is a reputable lawyer located in Callahan, Florida, United States. With years of experience and expertise in various legal matters, this institution provides top-notch legal services to its clients. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, Horne Jr William E is dedicated to providing personalized and professional services to meet your needs. Trustworthy, reliable, and knowledgeable, this institution is committed to helping clients navigate the complexities of the legal system with ease. Contact Horne Jr William E today for all your legal needs.

Parker and Dufresne PA is a reputable law firm located at 8777 San Jose Boulevard in Jacksonville, Florida. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced attorneys are dedicated to providing top-notch legal representation to our clients. With a commitment to professionalism and excellence, Parker and Dufresne PA is known for delivering results and advocating for the best interests of our clients. Contact us today for expert legal advice and representation.

The Law Office of Marcella A. Taylor is a compassionate institution located at 14165 North Main Street, Jacksonville, Florida, United States. Specializing in Elder Law and Estate Planning, we strive to provide our clients with the support and solutions they need. Our services include assistance with Social Security Disability, Supplemental Security Income, Wills, Power of Attorney, Deeds, Probate, Guardianship, Qualified Income Trust, Elder Law Matters, and Financial Matters. Let us help navigate the legal system and find the best solutions for your needs.

Todd Watson Attorney & Counselor At Law LLC is a legal institution located at 12058 San Jose Boulevard in Jacksonville, Florida. Specializing in elder law, estate planning, probate and trust administration, and Medicaid asset protection, Todd Watson and his team are dedicated to helping clients secure their assets and provide for their loved ones. With a focus on building strong attorney-client relationships, the institution offers personalized attention and regular communication throughout the legal process. Whether you need assistance with wills, trusts, powers of attorney, advance directives, or navigating Florida's estate planning laws, Todd Watson Attorney & Counselor At Law LLC is here to ensure your wishes are honored and your family has peace of mind for the future.

Folsom Willam E Law Office is a reputable legal institution located at 12285 Hickory Forest Road in Jacksonville, Florida. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in need. With a commitment to excellence and professionalism, Folsom Willam E Law Office is dedicated to helping individuals navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Contact them today for all your legal needs.

The Law Offices of Jared I. Loucel, P.A. is a reputable legal institution located in Jacksonville, Florida. Specializing in family law matters, the firm provides services for both agreed upon and contested cases. They help clients understand their rights and ensure their loved ones are taken care of. Additionally, the firm assists clients in planning for their financial future and protecting their interests. They offer guidance in estate planning, property distribution, and healthcare wishes. The team at Law Offices of Jared I. Loucel, P.A. is dedicated to providing knowledgeable legal services to the community.

Sweetwater Law Offices, located at 900 Fox Valley Drive in Longwood, Florida, has been providing top-notch legal services for over 30 years. Specializing in Estate Planning and Asset Protection, we are one of the premier firms in Florida in this field. Our experienced team offers free initial consultations for estate planning to help our clients secure their assets and plan for the future. Visit us at Suite 102 and let us help you protect your legacy.

The Law Office of Carrie L. Rentz, P.A. is a reputable legal institution located at 425 West New England Avenue in Winter Park, Florida. Specializing in various areas of law, including family law, estate planning, and probate, Attorney Carrie L. Rentz provides expert legal representation and guidance to clients in need. With a commitment to personalized service and a dedication to achieving favorable outcomes for her clients, Attorney Rentz is highly respected in the legal community. Whether you are facing a divorce, need assistance with creating a will, or require representation in a probate matter, The Law Office of Carrie L. Rentz, P.A. is here to help.

The Law Offices of Hoyt & Bryan, located at 254 Plaza Drive in Oviedo, Florida, is a trusted institution specializing in estate planning and elder law. With the motto "Partners in planning. Friends for life," they emphasize a collaborative approach with clients to create personalized estate plans and maintain long-term relationships. Their mission is to provide top-quality legal services with a focus on education and client experience, ensuring lasting planning for clients and their loved ones. As Florida's only law firm with two attorneys board-certified in Wills, Trusts, and Estates and Elder Law, the expertise at Hoyt & Bryan is unmatched. They understand that every estate plan is unique and offer personalized services to meet each client's needs. They stress the importance of estate planning for everyone and are dedicated to helping individuals navigate the legal implications of elder abuse and neglect. Trust the experienced team at The Law Offices of Hoyt & Bryan for all your estate planning needs.

Mestdagh, Wall & Hamilton, P.A. is a prestigious law firm located at 280 West Canton Avenue in Winter Park, Florida, United States. Specializing in various areas of law, their team of experienced attorneys provide top-notch legal services to clients in need of representation. With a commitment to excellence and a track record of successful cases, Mestdagh, Wall & Hamilton, P.A. is a trusted institution for those seeking expert legal advice and advocacy. Contact them today for all your legal needs.

Your Caring Law Firm, located at 2323 Lee Road in Winter Park, Florida, is a specialized institution offering services in accounting, finance, and law. The firm is dedicated to guiding individuals through important decisions such as estate planning, asset protection, and probate proceedings. At Your Caring Law Firm, the team understands the emotional challenges that come with preparing for the future and passing down assets and values to loved ones. They offer personalized services tailored to each client's unique needs, whether they are a young family, a senior couple, or anyone in between.

The Parri Law Firm, located at 1217 Ponce De Leon Boulevard in Clearwater, Florida, is a trusted institution specializing in Elder Law and Special Needs Planning. Their team of experienced lawyers is dedicated to helping individuals and families create comprehensive life care and estate plans to protect their loved ones and assets. Whether you are concerned about paying for long-term care, saving your home, or navigating the probate process after the death of a loved one, The Parri Law Firm is here to provide expert guidance and support. Serving clients in the Tampa Bay Area and surrounding cities, including St. Petersburg, Largo, Tarpon Springs, and Tampa, The Parri Law Firm is committed to ensuring that your legal needs are met with professionalism and care. Contact them today for a consultation and take the first step towards securing your future. Remember, the hiring of a lawyer is an important decision, so be sure to ask for free written information about their qualifications and experience before making your choice.

Richard M. Georges, P.A. is a reputable law firm located in St. Petersburg, Florida. Specializing in various legal services, the institution is dedicated to providing high-quality representation and personalized attention to each client. With a focus on professionalism and integrity, the team at Richard M. Georges, P.A. is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, you can trust the experienced lawyers at this institution to guide you through the process with skill and expertise. Visit their office at 3656 1st Avenue North to learn more about the services they offer.

Janet Tillman - State Farm Insurance Agent is a trusted insurance agency located at 2825 Lewis Speedway in St. Augustine, Florida. Whether you need help with back to school shopping tips, home appraisals, auto maintenance, or financial strategies for your kids, Janet Tillman and her team are here to assist you. They offer a range of insurance products including life insurance, annuities, and pet insurance. Additionally, they provide investment advice and services through State Farm VP Management Corp. Please note that sensitive personal information should not be shared on their website, and if you are having trouble accessing the site, you can call (904) 824-8111 for assistance. State Farm is committed to providing excellent customer service and ensuring that all your insurance needs are met. Visit their website for more information on their products and services.