Estate Planning Attorneys in Coral Gables, FL

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List of Firms

Top Coral Gables, FL Estate Planning Law Firms

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Law Office of Sheryl J. Manning
5 out of 5
Location 1104 Ponce de Leon suite b, Coral Gables, FL 33134, USA
Phone (786) 804-3456
Directions
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Probate Counsel | Ernesto Martinez, Jr., P.A.
5 out of 5
Location 2655 S Le Jeune Rd # 305, Coral Gables, FL 33134, USA
Phone (305) 446-0702
Directions
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Trust Counsel, P.L.
5 out of 5
Location 201 Alhambra Cir Suite 802, Coral Gables, FL 33134, USA
Phone (305) 707-7126
Directions
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Law Office of Diaz & Nunez Elorza
5 out of 5
Location 2355 Salzedo St #201, Coral Gables, FL 33134, USA
Phone (305) 831-3002
Directions
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Law Offices of N. Betty Gonzalez
4 out of 5
Location 2151 S Le Jeune Rd #200, Coral Gables, FL 33134, USA
Phone (305) 428-4800
Directions
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Sullivan, Admire & Sullivan, P.A.
5 out of 5
Location 2555 Ponce de Leon Suite 320, Coral Gables, FL 33134, USA
Phone (305) 444-6121
Directions
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Casal & Moreno, P.A.
5 out of 5
Location 201 Alhambra Cir #702, Coral Gables, FL 33134, USA
Phone (305) 476-5080
Directions
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Chevallier Law - Estates and Trusts
5 out of 5
Location 2600 Douglas Rd, Coral Gables, FL 33134, USA
Phone (305) 974-1490
Directions
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The Florida Probate & Family Law Firm
5 out of 5
Location 2600 Douglas Rd Suite 502, Coral Gables, FL 33134, USA
Phone (305) 677-5119
Directions
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Jacqueline A. Salcines, PA
4 out of 5
Location 706 S Dixie Hwy, Second Floor, Coral Gables, FL 33146, USA
Phone (305) 669-5280
Directions
Estate Planning Lawyers in Coral Gables, FL

Where Estate Planners in Coral Gables, FL Serve

Nestled in the heart of Miami-Dade County, Coral Gables is a vibrant and picturesque city that boasts a wealth of landmarks, top employers, major highways, streets, and neighborhoods. From the iconic Biltmore Hotel to the historic Venetian Pool, Coral Gables is home to some of the most recognizable landmarks in South Florida. Top employers in the area include the University of Miami, the Coral Gables Hospital, and the City of Coral Gables. Major highways such as US-1 and the Palmetto Expressway provide easy access to and from the city, while streets like Miracle Mile and Ponce de Leon Boulevard offer a plethora of shopping, dining, and entertainment options. Neighborhoods in Coral Gables range from the luxurious estates of Cocoplum to the charming bungalows of the North Gables. With its rich history, stunning architecture, and vibrant community, Coral Gables is a truly unique and special place to call home.

Financial Services Related to Estate Planning in Coral Gables, FL

Banks and Credit Unions

Residents of Coral Gables, 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 a bank, residents can easily manage their finances, save money, and build credit. Additionally, banks in Coral Gables may offer specific services tailored to the needs of the community, such as bilingual support for Spanish-speaking residents. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their finances. Overall, having a bank in Coral Gables can provide residents with the tools and support they need to achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Coral Gables, FL can benefit greatly from the services of an insurance broker. With its unique Mediterranean architecture and prime location, Coral Gables is a desirable place to live, work, and play. However, the area is also prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents find the right coverage to protect their homes and businesses from these potential risks. Additionally, Coral Gables is home to many small businesses and entrepreneurs, and an insurance broker can assist them in finding affordable and comprehensive coverage to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to the residents of Coral Gables, ensuring that they are prepared for any unexpected events that may arise.

Retirement Planning

Residents of Coral Gables, FL can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can assist is by helping individuals create a personalized retirement plan that takes into account their specific financial goals and needs. This is particularly important in Coral Gables, as it is a city with a higher cost of living compared to many other areas in Florida. A retirement planner can help residents navigate the complexities of the local real estate market and ensure they have enough savings to support their lifestyle in retirement. Additionally, a retirement planner can help residents make informed decisions about Social Security benefits, Medicare, and other retirement-related programs and services. By working with a retirement planner, residents of Coral Gables can have peace of mind knowing they have a solid plan in place for their future.

Wealth Management

Residents of Coral Gables, FL can benefit from the guidance of a wealth manager in a variety of ways. One of the most common ways is by creating a personalized financial plan that aligns with their unique goals and aspirations. This could include strategies for saving for retirement, investing in real estate, or funding education for their children. Additionally, a wealth manager can offer advice on tax planning and estate planning, which are particularly important in a high-income area like Coral Gables. With their expertise, a wealth manager can help residents navigate complex financial decisions and make informed choices that align with their values and priorities.

Financial Advisor

Residents of Coral Gables, FL can greatly benefit from the guidance of a financial advisor. With its affluent population and high cost of living, many individuals and families in Coral Gables may struggle to manage their finances effectively. A financial advisor can help them develop a personalized plan to achieve their financial goals, whether that means saving for retirement, paying off debt, or investing in the local real estate market. Additionally, with its proximity to Miami and the international business community, Coral Gables residents may have unique financial needs related to international taxes, investments, and estate planning. A financial advisor can provide valuable insights and advice to help Coral Gables residents navigate these complex financial issues and make informed decisions for their future.

Mortgage Loan Officer

Residents of Coral Gables, FL could greatly benefit from the assistance of a mortgage loan officer. With the high cost of living in this affluent area, many residents may struggle to secure a mortgage on their own. A knowledgeable loan officer can help guide them through the process, offering advice on the best loan options and interest rates available. Additionally, with the unique architecture and zoning laws in Coral Gables, it can be difficult to find a home that meets all the requirements for financing. A loan officer can help residents navigate these complexities and find the perfect home for their needs. Overall, a mortgage loan officer can provide invaluable support to Coral Gables residents looking to achieve their dream of homeownership in this beautiful city.

Tax Services

Residents of Coral Gables, 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 local tax laws and regulations specific to Coral Gables. For example, Coral Gables has a unique property tax system that includes a special assessment for the upkeep of the city's historic landmarks. A tax advisor can help residents navigate these local tax laws and ensure they are taking advantage of any available deductions or exemptions. Additionally, a tax advisor can provide assistance with tax planning and preparation, helping residents minimize their tax liability and avoid any potential penalties or audits. With the help of a tax advisor, residents of Coral Gables can feel confident that their tax obligations are being handled properly and efficiently.

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