Estate Planning Attorneys in Sarasota County, FL

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List of Firms

Top Sarasota County, FL Estate Planning Law Firms

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Robles Law, P.A.
5 out of 5
Location 8592 Potter Park Dr #150, Sarasota, FL 34238, USA
Phone (941) 315-2114
Directions
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Bach & Jacobs, P.A.
5 out of 5
Location 240 S Pineapple Ave #700, Sarasota, FL 34236, USA
Phone (941) 906-1231
Directions
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George Browning III, Attorney at Law
5 out of 5
Location 46 N Washington Blvd STE 27, Sarasota, FL 34236, USA
Phone (941) 366-2782
Directions
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Christopher D. Smith P.A.
5 out of 5
Location 1561 Lakefront Dr #204, Sarasota, FL 34240, USA
Phone (941) 202-2222
Directions
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The Matechik Law Firm, P.A.
5 out of 5
Location 205 N Orange Ave Suite 306, Sarasota, FL 34236, USA
Phone (941) 926-6755
Directions
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Boyer & Boyer, P.A.
5 out of 5
Location 46 N Washington Blvd STE 21, Sarasota, FL 34236, USA
Phone (941) 365-2304
Directions
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Advocates in Aging, Law Office of Wiesner | Smith
5 out of 5
Location 328 N Rhodes Ave, Sarasota, FL 34237, USA
Phone (941) 242-7270
Directions
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Trust Attorney Erik Arroyo
5 out of 5
Location 2070 Ringling Blvd, Sarasota, FL 34237, USA
Phone (941) 404-5987
Directions
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Ledbetter Law Group
5 out of 5
Location 229 Pensacola Rd, Venice, FL 34285, USA
Phone (941) 256-3965
Directions
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Dunlap & Moran, P.A.
4 out of 5
Location 22 S Links Ave #300, Sarasota, FL 34236, USA
Phone (941) 366-0115
Directions
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The Darnell Law Group
4 out of 5
Location 2639 Fruitville Rd #201, Sarasota, FL 34237, USA
Phone (941) 365-4950
Directions
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Gibson, Kohl & Wolff, P.L.
4 out of 5
Location 1800 2nd St Suite 901, Sarasota, FL 34236, USA
Phone (941) 365-1166
Directions
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Lehn Law, P.A.
5 out of 5
Location 7150 S Beneva Rd, Sarasota, FL 34238, USA
Phone (941) 487-7100
Directions
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Griffin & Griffin
4 out of 5
Location 7077 S Tamiami Trail, Sarasota, FL 34231, USA
Phone (941) 966-2700
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Wills, Trusts, Probate & Elder Law Firm, PLLC
5 out of 5
Location 6751 Professional Pkwy W #104, Sarasota, FL 34240, USA
Phone (941) 914-9145
Directions
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The Edwards Law Firm, PL
5 out of 5
Location 500 S Washington Blvd #400, Sarasota, FL 34236, USA
Phone (800) 896-3619
Directions
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Daily, Montfort & Toups
5 out of 5
Location 2014 4th St, Sarasota, FL 34237, USA
Phone (941) 698-6500
Directions
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Buckman and Buckman, P.A.
5 out of 5
Location 2023 Constitution Blvd, Sarasota, FL 34231, USA
Phone (941) 923-7700
Directions
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Daily, Montfort & Toups Venice, Florida Estate Planning Lawyer
5 out of 5
Location 249 Nokomis Ave S, Venice, FL 34285, USA
Phone (941) 698-6500
Directions
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Bart Scovill, PLC
5 out of 5
Location 8031 Cooper Creek Blvd Suite 101, Bradenton, FL 34201, USA
Phone (941) 365-2253
Directions
Estate Planning Lawyers in Sarasota County, FL

Where Estate Planners in Sarasota County, FL Serve

Sarasota County, located on the southwestern coast of Florida, is a vibrant and diverse community that is home to a range of cultural landmarks and attractions. From the stunning beaches of Siesta Key to the historic architecture of downtown Sarasota, the area offers something for everyone. Top employers in the region include healthcare providers like Sarasota Memorial Hospital and Tidewell Hospice, as well as major corporations such as Publix Super Markets and PGT Innovations. The county is also home to a thriving arts and cultural scene, with organizations like the Sarasota Opera, Ringling Museum of Art, and Asolo Repertory Theatre drawing visitors from around the world. Major highways and streets in Sarasota County include Interstate 75, U.S. Route 41, and State Road 681, as well as local thoroughfares like Fruitville Road and Tamiami Trail.

Financial Services Related to Estate Planning in Sarasota County, FL

Banks and Credit Unions

Residents of Sarasota County, FL can benefit from a bank in various ways. For instance, banks can provide loans to individuals who need to purchase a home or a car. This is particularly helpful in Sarasota County, where the cost of living is relatively high. Additionally, banks can offer financial planning services to help residents manage their finances and invest their money wisely. This is especially important in Sarasota County, which is known for its retirement communities and attracts many retirees who need to plan for their financial future. Furthermore, banks can provide safe and secure places for residents to store their money, which is crucial in a county that is prone to natural disasters like hurricanes. Overall, banks can play a vital role in helping residents of Sarasota County, FL achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Sarasota County, FL can benefit greatly from the services of an insurance broker. With its beautiful beaches and warm weather, Sarasota County is a popular destination for tourists and retirees alike. As a result, the county is home to a large population of seniors who may require specialized insurance coverage, such as Medicare supplements or long-term care insurance. An insurance broker can help these residents navigate the complex world of insurance options and find the coverage that best suits their needs and budget. Additionally, Sarasota County is prone to natural disasters such as hurricanes and flooding, making homeowners and flood insurance a necessity for many residents. An insurance broker can help homeowners find the right coverage to protect their homes and belongings in the event of a disaster. Overall, an insurance broker can provide valuable assistance to residents of Sarasota County in finding the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Sarasota County, FL can benefit greatly from the expertise of a retirement planner. One of the most common ways that retirees in this area can be helped is by developing a customized retirement plan that takes into account their unique financial situation and goals. With a large population of retirees in Sarasota County, having a retirement plan that is tailored to their needs is crucial. A retirement planner can help retirees navigate complex financial issues such as Social Security benefits, tax planning, and investment strategies. Additionally, with the high cost of healthcare in Florida, a retirement planner can assist in creating a plan that includes long-term care and medical expenses. By working with a retirement planner, residents of Sarasota County can have peace of mind knowing that they have a plan in place to achieve their retirement goals and maintain their financial security.

Wealth Management

Residents of Sarasota County, FL can benefit from the expertise of a wealth manager in several ways. Firstly, they can help individuals and families create a personalized financial plan that aligns with their unique goals and aspirations. This is particularly important in Sarasota County, where the cost of living is higher than the national average, and the area is known for its affluent retirees. A wealth manager can assist in managing retirement accounts, tax planning, and investment strategies that can help residents maintain their standard of living throughout their retirement years. Additionally, with the growing population of Sarasota County, a wealth manager can provide guidance on estate planning, ensuring that assets are protected and passed down to future generations in a tax-efficient manner. Overall, a wealth manager can provide peace of mind to Sarasota County residents by helping them achieve their financial goals and navigate the complexities of wealth management.

Financial Advisor

Residents of Sarasota County, FL can benefit greatly from the guidance of a financial advisor. With a median household income of $65,602 and a cost of living index of 104, it can be challenging for individuals to navigate their finances effectively. A financial advisor can assist with creating a personalized budget, developing a savings plan, and investing wisely. Additionally, with the high number of retirees in the area, a financial advisor can provide valuable advice on retirement planning, including choosing the right investment vehicles and managing Social Security benefits. Overall, a financial advisor can help residents of Sarasota County, FL achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Sarasota County, FL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can help them navigate the complex process of securing a mortgage, which can be especially challenging in a competitive real estate market like Sarasota County. Additionally, a loan officer can help residents identify the most suitable mortgage products for their unique financial situations and goals. This is particularly important in Sarasota County, where the median home value is higher than the national average, making it crucial for residents to secure a mortgage that is both affordable and sustainable in the long term. Furthermore, a mortgage loan officer can provide valuable advice and guidance on credit scores, down payments, and other factors that can impact a resident's ability to secure a mortgage in Sarasota County.

Tax Services

Residents of Sarasota County, FL can benefit from the expertise of a tax advisor in a number of ways. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits to lower tax liability. This is especially important in Sarasota County, which has a high cost of living and property taxes. A tax advisor can also assist residents with tax planning strategies, such as retirement planning and investment decisions, to minimize taxes in the long-term. Additionally, a tax advisor can provide assistance with tax compliance, including filing tax returns and responding to IRS audits or notices. Overall, working with a tax advisor can provide valuable insights and peace of mind for residents of Sarasota County, FL.

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