Estate Planning Attorneys in Fort Myers, FL

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List of Firms

Top Fort Myers, FL Estate Planning Law Firms

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Gibbs Law Office, PLLC
5 out of 5
Location 5237 Summerlin Commons Blvd #313, Fort Myers, FL 33907, USA
Phone (239) 415-7495
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Dorcey Law Firm
5 out of 5
Location 10181 6 Mile Cypress Pkwy Suite C, Fort Myers, FL 33966, USA
Phone (239) 309-2870
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Sheppard Law Firm
5 out of 5
Location 9100 College Pointe Ct, Fort Myers, FL 33919, USA
Phone (239) 334-1141
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Kuhn Law Firm, P.A.
4 out of 5
Location 6720 Winkler Rd, Fort Myers, FL 33919, USA
Phone (239) 333-4529
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Henderson, Franklin, Starnes & Holt, P.A.
4 out of 5
Location 1715 Monroe St, Fort Myers, FL 33901, USA
Phone (239) 344-1100
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The Nussbickel Law Firm P.A.
5 out of 5
Location 12500 Brantley Commons Ct #103, Fort Myers, FL 33907, USA
Phone (239) 900-9455
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Sunshine State Law Office, PLLC
5 out of 5
Location 2125 Victoria Ave, Fort Myers, FL 33901, USA
Phone (239) 790-4477
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Green Schoenfeld & Kyle LLP
4 out of 5
Location 1380 Royal Palm Square Blvd, Fort Myers, FL 33919, USA
Phone (239) 936-7200
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Jack Pankow Attorney at Law
4 out of 5
Location 5230 Clayton Ct, Fort Myers, FL 33907, USA
Phone (239) 334-4774
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Powell, Jackman, Stevens & Ricciardi, P.A.
5 out of 5
Location 2050 McGregor Blvd, Fort Myers, FL 33901, USA
Phone (239) 970-6844
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Barbara M. Pizzolato, P.A.
5 out of 5
Location 8660 College Pkwy Suite 400, Fort Myers, FL 33919, USA
Phone (239) 225-7911
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Knott Ebelini Hart
5 out of 5
Location 1625 Hendry St Ste 301, Fort Myers, FL 33901, USA
Phone (239) 334-2722
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Osterhout & McKinney, P.A.
4 out of 5
Location 3783 Seago Ln, Fort Myers, FL 33901, USA
Phone (239) 939-4888
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Kevin A. Kyle
5 out of 5
Location 1380 Royal Palm Square Blvd, Fort Myers, FL 33919, USA
Phone (239) 936-7200
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The Warnock Law Group
5 out of 5
Location 6843 Porto Fino Cir, Fort Myers, FL 33912, USA
Phone (239) 344-9471
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Caleb Pringle - Probate , Real Estate - Attorneys at Law
5 out of 5
Location 2125 First St STE 200, Fort Myers, FL 33901, USA
Phone (239) 946-6616
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O'Halloran & Simmons, PLLC
4 out of 5
Location 2080 McGregor Blvd Suite 300, Fort Myers, FL 33901, USA
Phone (239) 603-6337
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Law Office of Conrad Willkomm, P.A.
5 out of 5
Location 4415 Metro Pkwy Suite 218, Fort Myers, FL 33916, USA
Phone (239) 256-2140
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Hagen Law Firm
5 out of 5
Location 5290 Summerlin Commons Way #1003, Fort Myers, FL 33907, USA
Phone (239) 275-0808
Directions
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Aloia Roland
5 out of 5
Location 2222 Second St, Fort Myers, FL 33901, USA
Phone (239) 791-7950
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Estate Planning Lawyers in Fort Myers, FL

Where Estate Planners in Fort Myers, FL Serve

Fort Myers, FL is a vibrant city located in the southwestern part of the Sunshine State. This bustling metropolis is home to a plethora of landmarks, including the Edison and Ford Winter Estates, a historic museum complex that showcases the homes and laboratories of two of America's most famous inventors. Other notable landmarks include the Calusa Nature Center and Planetarium, the Imaginarium Science Center, and the JetBlue Park at Fenway South, which serves as the spring training facility for the Boston Red Sox. In terms of employment, Fort Myers boasts a diverse and growing economy, with top employers including Lee Health, Lee County School District, Hertz Global Holdings, and Chico's FAS. Major highways and streets in the area include Interstate 75, US Route 41, and State Road 82, which provide easy access to nearby cities like Naples and Tampa. Fort Myers is also known for its many unique neighborhoods, each with its own distinct character and charm.

Financial Services Related to Estate Planning in Fort Myers, FL

Banks and Credit Unions

Residents of Fort Myers, FL can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who may be struggling to make ends meet. This could include offering loans or credit cards with lower interest rates, or providing financial counseling to help individuals manage their money more effectively. Additionally, a bank can provide a safe and secure place for residents to store their money, as well as access to convenient banking services such as online banking and mobile deposits. For those looking to invest their money, a bank can offer a range of investment options and financial planning services to help individuals achieve their financial goals. Given the high number of retirees in Fort Myers, a bank can also provide specialized services such as retirement planning and estate planning to help residents navigate their financial futures.

Insurance Broker

Residents of Fort Myers, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather in this coastal city, it's important to have the right insurance coverage to protect your home and belongings from potential damage caused by hurricanes and tropical storms. An insurance broker can help residents find the best policies with comprehensive coverage for their specific needs. Additionally, Fort Myers is a popular retirement destination, and an insurance broker can assist seniors in finding affordable health insurance plans that meet their unique medical needs. With the help of an insurance broker, residents of Fort Myers can have peace of mind knowing they are adequately covered in case of unforeseen events.

Retirement Planning

Residents of Fort Myers, FL would greatly benefit from the services of a retirement planner. With a large retiree population in the area, a retirement planner can help individuals navigate the complex world of retirement planning, including managing investments, creating a budget, and planning for healthcare costs. In particular, Fort Myers residents may benefit from a retirement planner's expertise in navigating the unique tax laws and regulations in Florida, which can impact retirement planning strategies. Additionally, a retirement planner can help Fort Myers residents plan for the potential impact of natural disasters, such as hurricanes, on their retirement plans and finances. Overall, a retirement planner can provide invaluable guidance and support to help Fort Myers residents achieve their retirement goals and enjoy a comfortable and secure retirement.

Wealth Management

Residents of Fort Myers, FL can benefit greatly from the services of a wealth manager. With a large retiree population and a thriving real estate market, a wealth manager can help residents navigate the complexities of retirement planning and investment strategies. Additionally, given the area's susceptibility to natural disasters such as hurricanes, a wealth manager can assist in creating a financial plan that includes emergency funds and insurance coverage. With the help of a wealth manager, Fort Myers residents can have peace of mind knowing their finances are being managed effectively and efficiently.

Financial Advisor

Residents of Fort Myers, FL can benefit greatly from the expertise of a financial advisor. With the city's booming real estate market and high tourism industry, a financial advisor can help individuals navigate the complexities of investing in property or starting a business. Additionally, with the city's vulnerability to hurricanes and other natural disasters, a financial advisor can assist residents in creating emergency funds and insurance plans to protect their assets. Fort Myers is also known for its retirement communities, and a financial advisor can provide guidance on retirement planning and managing investments to ensure a comfortable and secure future. Overall, a financial advisor can provide tailored advice and solutions to help Fort Myers residents achieve their financial goals and overcome any challenges that may arise.

Mortgage Loan Officer

Residents of Fort Myers, FL can greatly benefit from the services of a mortgage loan officer. These professionals can help residents navigate the complex process of securing a mortgage loan for their dream homes. With the help of a mortgage loan officer, residents can find the best mortgage rates and terms that fit their unique financial situation. In Fort Myers, where the real estate market is booming, a mortgage loan officer can provide invaluable guidance on the local housing market and help residents make informed decisions about their home purchases. Additionally, a mortgage loan officer can assist with pre-approvals, refinancing, and other financial services that can help residents achieve their homeownership goals.

Tax Services

Residents of Fort Myers, FL can benefit greatly from the expertise of a tax advisor. One of the most common ways that they can be helped is by optimizing their tax returns. A tax advisor can help residents identify deductions and credits that they may not have been aware of, ultimately lowering their tax liability. Additionally, Fort Myers is a popular retirement destination, and a tax advisor can offer guidance on tax-efficient retirement planning strategies. With Florida being one of the few states without a state income tax, a tax advisor can also help residents navigate the complexities of filing taxes in multiple states if they have income from outside of Florida. Overall, a tax advisor can provide valuable insights and help residents make informed financial decisions that can ultimately benefit their bottom line.

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