Estate Planning Attorneys in Sarasota, FL

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Top Sarasota, FL Estate Planning Law Firms

5 out of 5
Location 1671 Mound St, Sarasota, FL 34236, USA
Phone (941) 914-6000
Teresa K. Bowman P.A.
5 out of 5
Location 3277 Fruitville Rd d2, Sarasota, FL 34237, USA
Phone (941) 735-5200
Marc J. Soss, Esquire
5 out of 5
Location 2070 Ringling Blvd, Sarasota, FL 34237, USA
Phone (941) 928-0310
Manasota Elder Law
SEC File# 801-117600
CRD# 298137
5 out of 5
Location 677 N Washington Blvd, Sarasota, FL 34236, USA
Phone (941) 444-5958
Estate Planning Lawyers in Sarasota, FL

Where Estate Planners in Sarasota, FL Serve

Sarasota, Florida is a beautiful coastal city located in southern Florida. It is well-known for its white sand beaches and crystal clear waters. Some of the city's most popular landmarks include the Ringling Museum of Art, Mote Marine Laboratory and Aquarium, and Sarasota Jungle Gardens. Top employers in Sarasota include hospitals, banks, and insurance companies. Major highways and streets in the city include Interstate 75 and Tamiami Trail. Sarasota's neighborhoods are diverse and include everything from luxury waterfront homes to modest suburban neighborhoods.

Financial Services Related to Estate Planning in Sarasota, FL

Banks and Credit Unions

There are many ways banks can provide financial services to Sarasota, FL residents. One way is by providing loans for home purchases and repairs, small business loans, and student loans. Banks can also offer credit cards with low interest rates and rewards programs, as well as savings accounts with high interest rates. Additionally, banks can provide investment advice for those looking to grow their money over the long term.

Insurance Broker

Insurance brokers in Sarasota, FL provide a wide range of services to their clients. These services include helping people find the right insurance policy for their needs, filing claims on behalf of their clients, and helping people understand the complex language of insurance policies. In addition, many insurance brokers offer additional services such as financial planning and investment advice. By choosing an experienced and reputable insurance broker, Sarasota residents can be sure that they are getting the best possible service for their money.

Retirement Planning

Sarasota, FL residents can benefit from retirement planning in a number of ways. For one, having a plan in place can help retirees feel more secure about their future. Additionally, having a plan allows people to be more strategic about how they use their resources, which can lead to increased income and savings opportunities. Finally, retirement planning can also help reduce tax burdens. All of these factors together can result in a more comfortable retirement for Sarasota residents.

Wealth Management

If you're a Sarasota, FL resident and are looking for ways to grow your wealth, you may want to consider working with a wealth management firm. Wealth management firms can provide you with a variety of services that can help you reach your financial goals. Some of the services that wealth management firms typically offer include investment planning, retirement planning, tax planning, and estate planning. They can also help you manage your portfolio and make sure your investments are aligned with your risk tolerance and investment goals. If you're interested in learning more about how a wealth management firm can help you grow your wealth, please contact us today. We would be happy to answer any questions you have and discuss the services we offer.

Financial Advisor

If you're a Sarasota, FL resident in need of some financial guidance, you may be wondering where to turn. Services financial advisors can provide are varied and comprehensive, and they can help you with everything from developing a budget to saving for retirement. Financial advisors can also help you invest your money wisely and navigate the complex world of taxes. So if you're looking for some professional assistance with your finances, a financial advisor is a great option.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Sarasota, FL residents. These services include helping people find the best mortgage rates, guiding them through the mortgage application process, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can also help homeowners refinance their mortgages or apply for home equity loans.

Tax Services

Sarasota, FL residents who need help preparing and filing their taxes can turn to local tax accountants for assistance. These professionals can provide a range of services, including helping taxpayers understand what deductions they are eligible for, preparing and filing tax returns, and representing clients in audits. In addition, many tax accountants offer free consultations to help people determine whether they need their services.


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