Florida Estate and Tax Planning Services


Find a Council Member Providing Estate, Tax, Trust, Retirement, or Medicaid Planning

Use the search, map, or area links below (scroll down) to find help where you live in Florida.

Estate, Tax, Trust, Retirement, & Medicaid Planning

Northwest Florida
Escambia, Okaloosa, Santa Rosa and Walton Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Northwest Florida. Click here to Request Assistance from the Florida Care Planning Council.

North Florida
Bay, Calhoun, Franklin, Gadsden, Gulf, Holmes, Jackson, Jefferson, Leon, Liberty, Madison, Taylor, Wakulla and Washington Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in North Florida. Click here to Request Assistance from the Florida Care Planning Council.

Mid Florida
Alachua, Bradford, Citrus, Columbia, Dixie, Gilchrist, Hamilton, Hernando, Lafayette, Lake, Levy, Marion, Putnam, Sumter, Suwannee, and Union Counties
Estate Planning

Bernhard W Stalzer, CLU, HIA, MHP

Bernhard W Stalzer, CLU, HIA, MHP assists seniors and their families. His specialties include Medicaid Planning, Estate Planning and Veterans Benefits.

You can reach him at (352) 351-2032

Northeast Florida
Baker, Clay, Duval, Flagler, Nassau, St. Johns and Volusia Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Northeast Florida. Click here to Request Assistance from the Florida Care Planning Council.

West Central Florida
Greater Tampa Area including Hardee, Hillsborough, Highland, Manatee, Pasco, Pinellas and Polk Counties
You can reach us at:
(727) 894-7000
Carr Law Group, PA

Carr Law Group, PA

Lee R Carr II

Mr. Carr focuses his practice exclusively on elder law issues including: 1) Medicaid planning, 2) wills and trusts, 3) estate planning,and 4) probate, and guardianship. He represents seniors, their families, and people with disabilities with a variety of legal issues and takes a common sense approach to problems.

About Carr Law Group, PA | Contact Lee R Carr II for Help & Information

East Florida
Brevard, Orange, Osceola and Seminole Counties
The Elder Law Center of Kirson & Fuller

The Elder Law Center of Kirson & Fuller

Patti Fuller, Attorney at Law

Orlando Office: (407) 422-3017 | Oxford by The Villages: (352) 399-4494

Patricia T. Fuller is a member of the National Academy of Elder Law Attorneys and practices in the field of elder law, estate planning and probate in Orlando and surrounding areas. She provides counsel on estate planning, veterans benefits, medicaid, trusts, living wills, durable powers of attorney, health care surrogate designations and long term care and asset protection.

About The Elder Law Center of Kirson & Fuller | Contact Patti Fuller for Help & Information

Heather Kirson, Esq

The Elder Law Center of Kirson & Fuller

Heather Kirson, Esq

Orlando Office: (407) 422-3017 | Oxford by The Villages: (352) 399-4494

Heather C. Kirson is Board Certified in Elder Law by the Florida Bar. She specializes in Asset Preservation Planning, Medicaid, Special Needs Trusts, VA Benefits, Planning for Disability, Guardianship, Wills, Trusts, Advance Directives and Probate and Trust Administration.

About The Elder Law Center of Kirson & Fuller | Contact Heather Kirson, Esq. for Help & Information

Southwest Florida
Charlotte, Collier, DeSoto, Glades, Hendry, Lee and Sarasota Counties
You can reach us at:
(941) 914-6000
Kevin Pillion, Attorney and CPA

Life Planning Law Firm, P.A.

Kevin Pillion, Attorney and CPA

Kevin Pillion is an Elder Law Attorney, VA Accredited Attorney and CPA. He is a graduate of Georgetown University Law Center and is a member of the Veterans Benefits Committee of the Elder Law Section of The Florida Bar. He helps seniors get Medicaid and VA Benefits. He also helps seniors with life care planning, i.e., putting a plan in place that coordinates their financial, legal and health affairs.

About the Life Planning Law Firm, P.A. | Contact Kevin Pillion for Help & Information

You can reach us at:
(239) 513-2324
Elder Law

Law office of Jeffrey M. Janeiro, P.L.

Jeffrey M. Janeiro

Jeffrey M. Janeiro is the Managing Member of the Law Office of Jeffrey M. Janeiro, P.L., where his practice focuses primarily on the areas of estate planning, probate, business succession planning, estate and trust administration, taxation, and real estate. Mr. Janeiro's interest in this area of the law comes from a desire to work with clients and guide them through the process of developing their estate plan using new and innovative estate, business, and tax planning strategies. Mr. Janeiro's planning techniques are based on long term goals that provide for both the client and their loved ones during all stages of their life. Mr. Janeiro ensures the firm's commitment to providing comprehensive, personalized estate planning advice that satisfies his clients' goals and objectives.

About Law office of Jeffrey M. Janeiro, P. L. | Contact Jeffrey M. Janeiro for Help & Information

You can reach us at:
(305) 836-4697
Tieesha N. Taylor

Elderly Care Law Firm

Tieesha N. Taylor

We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..

About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information

Palm Beach/Treasure Coast
Indian River, Martin, Okeechobee, Palm Beach and St. Lucie Counties
You can reach us toll free at:
(561) 267-2207
Lisa Kline Goldstein, Esq.

LKG LAW, P.A.

Lisa Kline Goldstein, Esq.

LKG LAW, P.A., a full service law firm, has been serving Broward, Palm Beach and the Treasure Coast seniors and vets since 1992. After meeting with clients and their families, we assist in implementing estate and long term planning that covers such services as the drafting of documents like wills, trusts and advance directives, as well as those legal documents needed when applying for Medicaid or Veteran's Improved Pension. With years of experience working in the government benefits arena, we offer solid and concrete information and resources for families who need to maximize their financial resources to care for loved ones.

About LKG LAW, P.A. | Contact Lisa Kline Goldstein, Esq. for Help & Information

You can reach us at:
(305) 836-4697
Tieesha N. Taylor

Elderly Care Law Firm

Tieesha N. Taylor

We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..

About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information

You can reach us at:
(239) 513-2324
Elder Law

Law office of Jeffrey M. Janeiro, P.L.

Jeffrey M. Janeiro

Jeffrey M. Janeiro is the Managing Member of the Law Office of Jeffrey M. Janeiro, P.L., where his practice focuses primarily on the areas of estate planning, probate, business succession planning, estate and trust administration, taxation, and real estate. Mr. Janeiro's interest in this area of the law comes from a desire to work with clients and guide them through the process of developing their estate plan using new and innovative estate, business, and tax planning strategies. Mr. Janeiro's planning techniques are based on long term goals that provide for both the client and their loved ones during all stages of their life. Mr. Janeiro ensures the firm's commitment to providing comprehensive, personalized estate planning advice that satisfies his clients' goals and objectives.

About Law office of Jeffrey M. Janeiro, P. L. | Contact Jeffrey M. Janeiro for Help & Information

Broward County
Broward County
You can reach us at:
(305) 836-4697
Tieesha N. Taylor

Elderly Care Law Firm

Tieesha N. Taylor

We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..

About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information

You can reach us at:
(954) 732-5510
Marshall D. Platt P. A.

Marshall D. Platt P. A.

Marshall D. Platt, Esq.

We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include estate planning and elder law.

About Marshall D. Platt P. A. | Contact Marshall D. Platt for Help & Information

You can reach us at:
(239) 513-2324
Elder Law

Law office of Jeffrey M. Janeiro, P.L.

Jeffrey M. Janeiro

Jeffrey M. Janeiro is the Managing Member of the Law Office of Jeffrey M. Janeiro, P.L., where his practice focuses primarily on the areas of estate planning, probate, business succession planning, estate and trust administration, taxation, and real estate. Mr. Janeiro's interest in this area of the law comes from a desire to work with clients and guide them through the process of developing their estate plan using new and innovative estate, business, and tax planning strategies. Mr. Janeiro's planning techniques are based on long term goals that provide for both the client and their loved ones during all stages of their life. Mr. Janeiro ensures the firm's commitment to providing comprehensive, personalized estate planning advice that satisfies his clients' goals and objectives.

About Law office of Jeffrey M. Janeiro, P. L. | Contact Jeffrey M. Janeiro for Help & Information

You can reach us at:
(954) 805-7901
Adult Senior Placement

Adult Senior Placement

Cynthia Fiammetta-Lopez

Adult Senior Placement have agreements with over 500 Independent, Assisted Living and Memory Care Communities to professionally represent them to families seeking placement. Adult Senior Placement will assess your situation and narrow down the communities that will meet your needs. Adult Senior Placement will connect you with other resources as needed. Our service is FREE to you and your loved one because we are compensated through the community that you choose.

About Adult Senior Placement | Contact Cynthia Fiammetta-Lopez for Help & Information

Miami - Dade
Miami - Dade County
You can reach us at:
(239) 513-2324
Elder Law

Law office of Jeffrey M. Janeiro, P.L.

Jeffrey M. Janeiro

Jeffrey M. Janeiro is the Managing Member of the Law Office of Jeffrey M. Janeiro, P.L., where his practice focuses primarily on the areas of estate planning, probate, business succession planning, estate and trust administration, taxation, and real estate. Mr. Janeiro's interest in this area of the law comes from a desire to work with clients and guide them through the process of developing their estate plan using new and innovative estate, business, and tax planning strategies. Mr. Janeiro's planning techniques are based on long term goals that provide for both the client and their loved ones during all stages of their life. Mr. Janeiro ensures the firm's commitment to providing comprehensive, personalized estate planning advice that satisfies his clients' goals and objectives.

About Law office of Jeffrey M. Janeiro, P. L. | Contact Jeffrey M. Janeiro for Help & Information

You can reach us at:
(305) 836-4697
Tieesha N. Taylor

Elderly Care Law Firm

Tieesha N. Taylor

We provide all of the traditional Elder Law and Estate Planning tools, however what makes our holistic approach to these areas unique is our focus on making sure that the tools utilized match up to the clients' core values and larger goals for their lives and the needs of their families. We also work with clients to draft legacy statements, parenting statements and plan ways beyond the law to pass on traditions and values..

About Elderly Care Law Firm | Contact Tieesha N. Taylor for Help & Information

Click on the Map to Locate Services

    Northwest Florida: Escambia, Okaloosa, Santa Rosa and Walton Counties

    North Florida: Bay, Calhoun, Franklin, Gadsden, Gulf, Holmes, Jackson, Jefferson, Leon, Liberty, Madison, Taylor, Wakulla and Washington Counties

    Mid Florida: Alachua, Bradford, Citrus, Columbia, Dixie, Gilchrist, Hamilton, Hernando, Lafayette, Lake, Levy Marion, Putnam, Sumter, Suwannee and Union Counties

    Northeast Florida: Baker, Clay, Duval, Flagler, Nassau, St. Johns and Volusia Counties

    West Central Florida: Greater Tampa Area including Hardee, Hillsborough, Highland, Manatee, Pasco, Pinellas and Polk Counties

    East Florida: Brevard, Orange, Osceola and Seminole Counties

    Southwest Florida: Charlotte, Collier, DeSoto, Glades, Hendry, Lee and Sarasota Counties

    Palm Beach / Treasure Coast: Indian River, Martin, Okeechobee, Palm Beach and St. Lucie Counties

    Broward County: Broward County

    Miami - Dade: Miami Dade County

About Estate Planning and Trust Management

    A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

    Estate planning from a qualified Florida estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

    Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

    Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

    Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

    Continue reading about estate planning and trust management...