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TOP 30 Trust administration and planning in Florida
354 results found
Search for local businesses, places and services near you
Woodstock Law Firm, P.A.
Woodstock Law Firm, P.A. is a trusted institution located at 8010 North University Drive, Tamarac, Florida, United States. Our qualified attorneys specialize in Estate Planning and Probate services, including Wills, Trusts, Probate, and Trust Administration. We also offer expertise in Guardianship and Real Estate transactions. Our team provides personal, professional, and effective legal representation to protect your assets and ensure your future plans are secure. Whether you are selling a property, buying a business, or need assistance with alternative living arrangements, Woodstock Law Firm, P.A. is here to help. We work with Real Estate Brokers, Agents, Investors, Buyers, Sellers, Landlords, and Tenants to navigate complex legal issues and ensure a smooth process.
Bruce A. Goodman, Esq.
Bruce A. Goodman, Esq. is a reputable law firm located at 5531 North University Drive in Coral Springs, Florida, United States. Specializing in various areas of law, including family law, criminal defense, and personal injury, Mr. Goodman and his team are dedicated to providing high-quality legal services to their clients. With years of experience and a strong track record of success, Bruce A. Goodman, Esq. is a trusted advocate for those in need of legal representation. Contact them today for a consultation to discuss your legal needs.
Law Offices of Alexander Platt
The 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.
Friedman Rosenwasser & Goldbaum, P.A.
Friedman Rosenwasser & Goldbaum, P.A. is a prestigious law firm located at 7280 West Palmetto Park Road in Boca Raton, Florida. With a team of experienced attorneys, the firm specializes in a wide range of legal services including business law, real estate law, estate planning, and more. Clients can expect personalized attention and expert guidance to help them navigate complex legal matters. The firm is known for its professionalism, integrity, and dedication to achieving the best possible outcomes for its clients.
Ellis Law Group P.L.
Ellis 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.
Advanta IRA
Advanta IRA, located at 13191 Starkey Road in Largo, Florida, is a leading institution in the finance industry specializing in self-directed IRAs. These retirement plans allow account owners to invest in alternative assets such as real estate and private equity, providing a powerful way to build wealth for retirement. Real estate IRAs are particularly popular among those looking for diversification and protection against stock market volatility. With Advanta IRA, you have the freedom to choose your own assets, including commercial and residential properties, raw land, tax liens, and deeds.
Legacy Solutions Law Firm, PLLC
Legacy Solutions Law Firm, PLLC is a premier legal institution located at 4000 Hollywood Boulevard in Hollywood, Florida. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients, specializing in a wide range of practice areas including estate planning, probate, real estate, business law, and more. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, Legacy Solutions Law Firm, PLLC is the trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can help you secure your legacy.
TCB Legacy Law, LLC
TCB Legacy Law, LLC is a reputable law firm located at 2719 Hollywood Boulevard in Hollywood, Florida. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients, specializing in estate planning, probate, and elder law. With a strong focus on protecting and preserving your legacy, we strive to ensure that your wishes are carried out effectively and efficiently. Contact us today to schedule a consultation and take the first step towards safeguarding your future.
Day Pitney LLP
Day Pitney LLP is a prestigious law firm located in Miami, Florida, United States. With a long history of providing top-notch legal services, Day Pitney LLP is known for its expertise in a wide range of practice areas including corporate law, real estate, litigation, and more. The firm is committed to delivering exceptional results for its clients and has a reputation for professionalism and integrity. With a team of highly skilled attorneys, Day Pitney LLP is dedicated to providing personalized and strategic legal solutions to meet the unique needs of each client.
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.
PMN Financial Associates
PMN Financial Associates is a finance and lawyer institution located at 615 9th Street North, St. Petersburg, Florida, United States. We prioritize the privacy and security of our clients' information, with strict measures in place to protect sensitive data both online and offline. Our dedicated team of professionals work diligently to provide top-notch services in securities, investment advisory, tax, and legal matters. We aim to make a positive impact on the lives of our clients, helping them navigate the complexities of financial planning with confidence and peace of mind. Securities and Investment Advisory Services are offered through Brokers International Financial Services, LLC, a member of SIPC. Please note that tax and legal services provided are separate from those offered through Brokers International Financial Services LLC. PMN Financial Associates is not associated with or endorsed by the Social Security Administration or any other government agency.
Merrill Lynch Financial Advisor Alec Matthew Lindenauer
Merrill Lynch Financial Advisor Alec Matthew Lindenauer is a rare gem in the financial services industry, located at 19495 Biscayne Boulevard in Aventura, Florida. As a mother-son team, they bring a unique understanding of the dynamics of money within the family environment, making them exceptional advisors. With a solid investment philosophy honed through decades of experience, they focus on key tenets such as calculating risk, diversification, considering purpose, being product agnostic, thinking globally, and staying dedicated. Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. With a focus on serving their clients with attentive and knowledgeable service, they assist with various administrative and support functions to ensure clients receive the best care possible. Their Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations.
Lay Insurance Group
Lay Insurance Group is a trusted insurance agency located at 9770 Gardens East Drive in Palm Beach Gardens, Florida. We pride ourselves on treating our clients like family, not just a name on a policy. With access to a wide range of insurance products, we can help you find the right coverage for your needs. Founded by Tom in 1996, Lay Insurance Group is dedicated to building strong relationships with our clients. Maureen, who has been by Tom's side every step of the way, is always available to answer any questions you may have about your insurance needs.
Tax Advisors of Florida LLC
Welcome to Tax Advisors of Florida LLC, located at 11402 Northwest 41st Street, Doral, Florida, United States. We are a multidisciplinary advisory services company operating nationally, with a focus on serving the Latino community in the national market. Our expertise lies in outsourcing accounting, tax, and financial services. Tax filing should be a personalized and organic process for each individual or business. Our preparers are registered with the IRS and meet annual continuing education requirements. We can determine the obligation to file taxes based on income level or immigration status. As IRS Certified Agents, we can process ITIN applications without the need to send your passport to an IRS office. Additionally, we can review or amend your previous year's taxes. Our goal is to offer comprehensive service. At Tax Advisors of Florida LLC, we are equipped to provide you with the best professional advice available in the market. Our highly qualified professionals use state-of-the-art technology and software.
Benedict PA
Benedict PA is a reputable accounting and finance institution located at 13700 58th Street North in Clearwater, Florida, United States. With a strong track record of providing top-notch financial services, Benedict PA is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, auditing, or financial consulting, the experienced professionals at Benedict PA are here to guide you every step of the way. Trust Benedict PA for all your accounting and finance needs in Clearwater, Florida.
Mary K Foreman, P.A.
Mary K Foreman, P.A. is an accounting and finance institution located at 3655 Cortez Road West in Bradenton, Florida, United States. Specializing in tax matters pertaining to Estates and Trusts, Mary Foreman is available on a limited basis for consulting services. Whether you need assistance with estate planning, trust administration, or tax preparation, Mary K Foreman, P.A. is here to help. Contact us today to schedule a consultation.
Business Services of Florida
Business Services of Florida is a top-notch accounting and finance institution located in Fort Myers, Florida. Our team of experienced professionals is dedicated to providing a wide range of services to help businesses thrive and succeed. Whether you need assistance with bookkeeping, tax preparation, financial planning, or any other financial services, we have the expertise and resources to meet your needs. Trust Business Services of Florida to help you navigate the complex world of finance and achieve your business goals. Visit us at 14020 Palm Beach Boulevard to learn more about how we can help you.
Skarlent Business Services LLC
Skarlent Business Services LLC is a professional accounting and finance institution located at 3044 South Military Trail in Lake Worth Beach, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Skarlent Business Services LLC to help you achieve your financial goals with precision and expertise.
Gary G Smith Accountant Inc
Gary 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!
Accurate & Practical Acctng
Accurate & Practical Accounting, located in Boca Raton, Florida, is a reputable institution specializing in accounting and finance services. The founder, Sofia Moyet, holds a double major Bachelor's Degree in Accounting and Business Management & Administration from Palm Beach Atlantic College, with extensive education in areas such as Forensic Accounting, Financial Planning, Budgets, and Economics. With over 20 years of experience in both the Public and Corporate sectors, including serving as a Finance Director for a non-profit organization, Sofia is a Certified QuickBooks ProAdvisor and a member of the National Bookkeepers Association. She offers a wide range of services including teaching and training staff on QuickBooks and other accounting software, maintaining accurate bookkeeping records, financial reporting, and quality management.
Primo Taxes
Primo Taxes is a top-notch accounting and finance institution located at 2020 Northeast 163rd Street in North Miami Beach, Florida. If you're looking for the best in tax preparation services for individuals and businesses, look no further than Primo Taxes. With over 25 years of tax experience, our team is dedicated to providing a white glove experience for all your tax needs. In addition to tax preparation, we also offer bookkeeping, tax planning, and small business consulting services. At Primo Taxes, we believe that if it isn't the best, then it isn't Primo's! Our team is committed to excellence and providing top-notch services to our clients. Whether you need help with startup consulting, business setup and administration, financing, or tax planning, we have you covered. Our experienced team is here to help you navigate the world of taxes and finances with ease.
freedom multi services
Freedom Multi Services is a versatile institution located in Miami, Florida, offering a wide range of services including accounting, finance, health, and local government assistance. With a convenient location at 20295 Northwest 2nd Avenue, this institution is dedicated to providing expert guidance and support to individuals and businesses in need of financial and administrative assistance. Whether you require help with tax preparation, financial planning, healthcare enrollment, or government paperwork, Freedom Multi Services is here to help you navigate through the complexities of these important matters. Trust in our experienced professionals to provide you with the expert advice and support you need to achieve your goals and secure your financial future.
Havana Services Group - Havana Travel
Havana Services Group - Havana Travel is a comprehensive institution located at 2106 East Osceola Parkway, Kissimmee, Florida, United States. Originally established in January 2012 as Havana Travel in Miami, Florida, the institution has since expanded its services to include accounting, finance, and travel agency offerings. With a strong emphasis on integrity, professionalism, and customer support, Havana Travel has grown alongside its clients, opening offices in Orlando and Jacksonville in 2014 to provide a wider range of services including immigration assistance and notary services. In addition to traditional travel agency services, Havana Services Group now offers a range of business solutions such as company incorporation, expansion, and administrative services. Since 2017, the institution has also welcomed real estate experts to its team, providing clients with access to the best loan rates and assistance with property purchases in the United States.
Sunview Management
Sunview Management is a leading institution located at 2533 Southwest 19th Avenue in Miami, Florida, United States. With a commitment to excellence and a focus on providing top-notch services, Sunview Management offers a range of solutions for property management, real estate investment, and asset management. Our team of experienced professionals is dedicated to ensuring the success and growth of our clients' investments. Whether you are looking to maximize the value of your property or seeking expert advice on real estate investments, Sunview Management is your trusted partner. Visit us today to learn more about how we can help you achieve your goals.
Stone wills inc
Stone Wills Inc. is a premier home goods store located at 1315 North Shore Drive in Leesburg, Florida. Our store offers a wide selection of high-quality products to elevate your living space, including furniture, decor, kitchenware, and more. With a focus on timeless design and exceptional craftsmanship, Stone Wills Inc. is the perfect destination for those looking to create a stylish and inviting home. Visit us today and discover the perfect pieces to complement your personal style.
Trinity 3 Logistics
Trinity 3 Logistics is a premier institution located in Brooksville, Florida, United States. We are a one-stop solution for businesses looking to streamline their day-to-day operations. Our team of legal administrative assistants offers exclusive services such as trucking business automation, compliance assistance, administrative support, and building business credit. We understand the challenges of managing these tasks on your own, which is why Trinity 3 Logistics is here to provide expert assistance. Let us help you simplify your operations and achieve your business goals effectively.
OptumRx
OptumRx is a leading health institution located at 5700 Dot Com Court in Oviedo, Florida, United States. Specializing in pharmacy services, OptumRx offers a wide range of medications and health products to meet the needs of its customers. With a commitment to providing high-quality care and personalized service, this institution is a trusted destination for all your health and wellness needs. Visit OptumRx today for all your pharmacy and health store needs.
Avis Car Rental
Welcome to Avis Car Rental, your trusted partner for convenient and affordable car rentals in Pensacola, Florida. Located at 7171 North Davis Highway, right by the University Town Plaza and near I-10, we offer a wide selection of vehicles to suit your travel needs. Whether you're a local resident needing a temporary vehicle or a visitor eager to explore the vibrant city of Pensacola, we've got you covered. Special Offer: Enjoy one day free of daily time and mileage charges on intermediate (group C) through full-size four-door (group E) cars with a minimum three-day rental. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are extra. Optional items such as LDW and other surcharges may apply. This offer cannot be used for one-way rentals and is valid only at Avis locations in the contiguous U.S., excluding the New York Metro area. An advanced reservation is required, and the rental must begin on or before 12/31/24. Terms and conditions apply.
Budget Truck Rental
Welcome to Budget Truck Rental in Pensacola, Florida—your reliable partner for all your moving and transportation needs. Conveniently located at 7171 North Davis Highway, Sears Auto Center, Pensacola, FL 32504, we offer a wide range of trucks and towing equipment to help you move efficiently and affordably. At Budget Truck Rental, we pride ourselves on providing quality vehicles that are well-maintained and ready for any challenge. Whether you're moving across town or embarking on a long-distance journey, our fleet of trucks is equipped to handle your requirements. We also offer additional towing equipment, such as tow dollies and car carriers, to ensure a smooth and hassle-free experience.
Avis Car Rental
Welcome to Avis Car Rental, your trusted partner for convenient and reliable car rentals in Palm Harbor, Florida. Located at 37590 US Highway 19 North, our branch offers a wide selection of vehicles to meet your travel needs, whether you're exploring the local area or embarking on a road trip. Special Offer: Enjoy one day free of the daily time and mileage charges on an intermediate (Group C) through a full-size four-door (Group E) car rental. This offer is valid for a minimum three-day rental. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are extra. Optional items such as Loss Damage Waiver (LDW) and other surcharges may also apply. The renter is responsible for any additional time and mileage charges beyond the one free day. This offer cannot be combined with any other promotions and is not valid for one-way rentals. Advance reservations are required, and the offer is subject to vehicle availability. Rentals must begin on or before December 31, 2024.
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