Wealth planning attorneys in Bonita Springs, Florida

Pelican Wealth Advisors, LLC is a finance institution located at 27499 Riverview Center Boulevard in Bonita Springs, Florida, United States. Our mission is to safeguard and grow your wealth with minimal risk, providing you with a comprehensive financial roadmap tailored to your goals. Our active investment strategies enhance returns while controlling risk, all at half the industry's standard fee. At Pelican Wealth Advisors, we believe in a holistic approach to wealth management that goes beyond mere portfolio management. Our team of advisors, financial planners, investment managers, tax accountants, and estate attorneys work together to create a bespoke retirement strategy for each client, ensuring a secure and comfortable future. Our personalized investment management services are tailored to each client's unique financial goals, with customized insurance strategies and detailed retirement plans to safeguard against unforeseen events.

Kelly L. Fayer, P.A. is a law firm located at 12601 World Plaza Lane in Fort Myers, Florida, United States. Specializing in estate planning, the firm offers comprehensive guidance to clients in Lee County. Whether you need assistance immediately or are planning for the future, the experienced team at Kelly L. Fayer, P.A. is dedicated to helping you protect what matters most to you. With over 25 years of experience, the firm's Fort Myers estate planning lawyer can provide the personalized support needed to create a plan that meets your objectives. Estate planning allows you to make important decisions about your assets, loved ones, and property for when you are no longer able to do so. Through wills, trusts, powers of attorney, and advance directives, you can ensure that your wishes are carried out. The firm also assists with guardianships and probate matters, helping you navigate complex legal processes with ease.

Cummings & Lockwood LLC is a prestigious law firm located at 8000 Health Center Boulevard in Bonita Springs, Florida. With a history of over 100 years, our firm is known for providing top-quality legal representation for complex personal and business needs. Our team of talented attorneys offers partner-level attention and responsive client service to ensure the best possible outcome for our clients. We pride ourselves on combining the latest technology, outstanding service, and competitive fees to deliver exceptional value in all our legal work. Our clients include well-known individuals, families, businesses, financial institutions, and charitable organizations who trust us to provide sophisticated legal counsel. Whether you need assistance with tax issues, estate planning, or other legal matters, Cummings & Lockwood is the firm of choice for professional excellence. Visit our website to learn more about our services and how we can help you with your legal needs.

Crawford Mary Beth, located at 8000 Health Center Boulevard in Bonita Springs, Florida, is a law firm specializing in estate planning, tax planning, and probate and trust administration. Principal Mary Beth Crawford, based in the Bonita Springs office, offers a caring and comprehensive approach to estate planning, providing clients and their families with both technical expertise and personal guidance in developing the proper plan. With additional offices in Stamford, Greenwich, and West Hartford, Connecticut, as well as Naples and Palm Beach Gardens, Florida, Crawford Mary Beth serves a wide range of clients seeking expert legal advice in the field of private clients. The firm's website was designed by Herrmann Advertising, specializing in branding and technology.

Mancini Richard C is a reputable law firm located at 3451 Bonita Bay Boulevard in Bonita Springs, Florida. With a focus on providing high-quality legal services, the firm is known for its expertise in various areas of law. Whether you are in need of assistance with personal injury cases, real estate transactions, or estate planning, the experienced lawyers at Mancini Richard C are dedicated to helping clients navigate the complexities of the legal system. Trustworthy and professional, this institution is committed to achieving the best possible outcomes for their clients.

Located at 1415 Panther Lane in Naples, Florida, Renee E. Nesbit is a trusted institution specializing in probate law. With over 27 years of experience, our team of compassionate and experienced lawyers is dedicated to assisting clients in settling estates after the loss of a loved one. We offer a range of services, including validating wills, identifying assets, settling debts, and distributing assets to beneficiaries. By partnering with us, you can alleviate some of the stress associated with the probate process and ensure that your loved one's wishes are carried out effectively. Our firm also provides comprehensive estate planning services, helping clients in Bonita Springs, Naples, Fort Myers, Cape Coral, and throughout Lee County. From creating legally binding documents to appointing guardians for minor children, we can help you secure your future and provide peace of mind for your loved ones. Whether you need assistance with probate or estate planning, our skilled team is here to guide you through the process with personalized attention and expert advice.

Champion Legal Group is a leading institution located at 9240 Bonita Beach Road Southeast in Bonita Springs, Florida, United States. With a proven track record of success, our team of legal experts is dedicated to helping clients recover fair and timely settlements for their damages. We specialize in fighting insurance companies to defend property rights, handling cases related to property damage, insurance disputes, and business interruption claims. Our experienced attorneys also represent clients in the construction industry, maritime law, and contract law services. Led by David Lockard, Esq. and Paul Udouj, Esq., our team is known for their exceptional legal skills and unwavering dedication to achieving favorable outcomes for our clients. With over 21 years of experience, Pamela brings a wealth of knowledge and expertise to our institution, ensuring that our clients receive the highest level of support and guidance. Stephanie, with over 20 years of professional expertise, provides exceptional service and proficiency in all aspects of our legal practice. Justin, with a strong foundation in estate planning and first-party property insurance, offers invaluable guidance and support to our clients. At Champion Legal Group, we are committed to pioneering a new standard of elite legal performance, ensuring that our clients receive the representation they deserve in any legal battle.

Smith & Co., LLP is a reputable accounting and finance firm located at 27657 Old 41 Road in Bonita Springs, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Smith & Co., LLP to provide accurate and reliable financial guidance to help them achieve their goals. Whether you are an individual or a business owner, Smith & Co., LLP is committed to providing personalized service to meet your specific needs. Contact them today to schedule a consultation and take control of your financial future.

Welcome to Freidin & Inglis, P.A., your trusted legal partners in Fort Myers, Florida. Situated at 2245 McGregor Boulevard, our boutique law firm specializes in a broad range of legal services including Breach of Contract, Probate & Trust Litigation, Business Disputes, and Real Estate Law. At Freidin & Inglis, P.A., we pride ourselves on delivering client-centered service with a focus on clear and open communication. Our esteemed partners, Richard Inglis and Howard Freidin, bring a wealth of experience and expertise to each case, adeptly navigating complex and challenging lawsuits and business transactions.

Welcome to Lancaster Robert L, a premier legal practice located in the heart of Naples, Florida. Situated at 3001 Tamiami Trail North, Suite 400, in the prestigious Collier Place II, Robert L. Lancaster serves as a Principal in Cummings & Lockwood's Private Clients Group and leads the Naples office with distinction. Specializing in wealth preservation planning, estate planning, and business succession planning, Rob Lancaster is dedicated to helping clients navigate today’s complex and litigious environment. With a deep understanding of the risks inherent in both professional and entrepreneurial endeavors, Rob offers strategic solutions tailored to safeguard your assets and ensure long-term financial security.