Estate Planning Attorneys in Clay County, FL

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List of Firms

Top Clay County, FL Estate Planning Law Firms

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Finnell, McGuinness, Nezami & Andux P.A.
5 out of 5
Location 712-A Pine Ave, Green Cove Springs, FL 32043, USA
Phone (904) 373-7112
Directions
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King & Mannion, P.A.
5 out of 5
Location 2219 Park St, Jacksonville, FL 32204, USA
Phone (904) 387-9886
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Schnauss Naugle Law
5 out of 5
Location 810 Margaret St, Jacksonville, FL 32204, USA
Phone (904) 570-4695
Directions
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Todd Watson Attorney & Counselor At Law LLC
3 out of 5
Location 12058 San Jose Blvd #401, Jacksonville, FL 32223, USA
Phone (904) 739-9747
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Donley Law Firm, PLLC
5 out of 5
Location 1700 Wells Rd STE 27, Orange Park, FL 32073, USA
Phone (904) 265-5422
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The Law Office of J. Garfield Hurt
3 out of 5
Location 2069 Palmetto St #1, Middleburg, FL 32068, USA
Phone (904) 781-8371
Directions
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Dale S Wilson Law Office
5 out of 5
Location 718 N Orange Ave, Green Cove Springs, FL 32043, USA
Phone (904) 264-1512
Directions
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​Law Offices of Robert J. Perry, Jr., PLLC
4 out of 5
Location 12627 San Jose Blvd Suite 103, Jacksonville, FL 32223, USA
Phone (904) 240-4815
Directions
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Mary Cobb Attorney at Law
4 out of 5
Location 431 Stowe Ave, Orange Park, FL 32073, USA
Phone (904) 269-5800
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The Hinson Law Firm, P.A.
4 out of 5
Location 300 W Adams St Suite 500, Jacksonville, FL 32202, USA
Phone (904) 901-4809
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VeRonica R. Owens, Attorney at Law
5 out of 5
Location 2000 Henley Rd suite b, Middleburg, FL 32068, USA
Phone (352) 473-5000
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Heekin Law
4 out of 5
Location 4540 Southside Blvd Suite 302, Jacksonville, FL 32216, USA
Phone (904) 355-7000
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Estate Planning Lawyers in Clay County, FL

Where Estate Planners in Clay County, FL Serve

Clay County, FL is a vibrant and bustling community located in Northeast Florida. This county boasts a plethora of landmarks, including the historic Clay County Courthouse and the beautiful Black Creek Ravines Conservation Area. Its top employers include St. Vincent's Medical Center, Clay County School Board, and the City of Green Cove Springs. Major highways and streets that run through Clay County include I-295, US-17, and State Road 21. The county is also home to several charming neighborhoods, such as Fleming Island, Orange Park, and Keystone Heights. With its rich history, diverse economy, and stunning natural beauty, Clay County is a true gem of Florida.

Financial Services Related to Estate Planning in Clay County, FL

Banks and Credit Unions

Residents of Clay County, FL can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With the help of a bank, residents can manage their finances more efficiently and make better financial decisions. Additionally, banks can offer financial education and resources to help residents improve their financial literacy. In Clay County, FL, where the median household income is below the national average, a bank can be a valuable resource in helping residents achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Clay County, FL can benefit greatly from the services of an insurance broker. One specific way an insurance broker can help is by providing guidance on flood insurance. Clay County is located in a flood-prone area, and many residents may not realize that their standard homeowners insurance policy does not cover flood damage. An insurance broker can assist residents in obtaining a separate flood insurance policy to ensure they are protected in the event of a flood. Additionally, an insurance broker can help residents navigate the complex world of health insurance, auto insurance, and other types of coverage to find the best policies for their individual needs and budgets. Overall, an insurance broker can provide valuable support and peace of mind for residents of Clay County, FL.

Retirement Planning

Residents of Clay County, FL can benefit greatly from the services of a retirement planner. Clay County is a growing community with a large retired population, and a retirement planner can help these residents make informed decisions about their finances and future. For example, many retirees in Clay County may have investments in real estate or other assets that they need help managing. A retirement planner can provide guidance on how to maximize returns and minimize risk, as well as help clients create a budget and plan for unexpected expenses. Additionally, a retirement planner can help residents navigate the complexities of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. Overall, a retirement planner can be a valuable resource for residents of Clay County who want to make the most of their retirement years.

Wealth Management

Residents of Clay County, FL could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a growing population of retirees in Clay County, a wealth manager can help individuals plan for their future and ensure they have enough savings to maintain their lifestyle. Additionally, a wealth manager can provide guidance on investments, tax planning, and estate planning. For example, with the booming real estate market in Clay County, a wealth manager can assist in navigating the complexities of property investment and management. Overall, a wealth manager can provide valuable expertise and support to residents of Clay County, helping them achieve their financial goals and secure their future.

Financial Advisor

Residents of Clay County, FL can benefit greatly from the guidance of a financial advisor. With a population of over 220,000 people, Clay County is a rapidly growing community with a diverse range of financial needs. A financial advisor can help residents create a personalized plan for saving and investing, whether it's for retirement, college tuition, or a rainy day fund. Additionally, with the area's close proximity to Jacksonville, many residents may work in the city and require assistance managing their finances in the face of a long commute or higher cost of living. A financial advisor can also provide guidance on managing debt, such as student loans or credit card balances. Overall, a financial advisor can help residents of Clay County navigate the complex world of personal finance and make informed decisions that will set them up for a secure financial future.

Mortgage Loan Officer

Residents of Clay County, FL could benefit from the assistance of a mortgage loan officer in a variety of ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage. This includes finding the right loan program to fit their unique financial situation, guiding them through the application process, and helping them understand the terms and conditions of their mortgage. Additionally, residents of Clay County, FL may also benefit from the expertise of a mortgage loan officer in understanding the local housing market. With its proximity to Jacksonville and beautiful natural surroundings, Clay County has a unique real estate landscape that requires a knowledgeable and experienced professional to help residents make informed decisions about their home financing needs.

Tax Services

Residents of Clay County, FL can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. In Clay County, FL, where the median household income is below the national average, every dollar counts. A tax advisor can help residents navigate the complex tax code and identify deductions they may have overlooked, such as mortgage interest, charitable donations, and medical expenses. Additionally, a tax advisor can provide advice on tax planning strategies, such as contributing to retirement accounts or setting up a business entity, that can help residents minimize their tax liability and keep more of their hard-earned money.

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