Estate Planning Attorneys in Lady Lake, FL

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List of Firms

Top Lady Lake, FL Estate Planning Law Firms

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Bogin, Munns & Munns, P.A.
4 out of 5
Location 8564 E County Rd 466 #102, The Villages, FL 32162, USA
Phone (352) 329-3987
Directions
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Millhorn Elder Law Planning Group, PLLC
4 out of 5
Location 11031 US-301 Ste 103, Oxford, FL 34484, USA
Phone (352) 753-9333
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Family Elder Law
5 out of 5
Location 122 E Tillman Ave, Lake Wales, FL 33853, USA
Phone (863) 676-8432
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Absolute Law Group
4 out of 5
Location 8630 E County Rd 466 suite a, The Villages, FL 32162, USA
Phone (352) 205-4455
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Vasti Law, P.A.
4 out of 5
Location 1020 North Blvd E, Leesburg, FL 34748, USA
Phone (352) 508-9345
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Christian W. Waugh,
Location 8550 Northeast 138th Lane Bldg 100, Suite 102, Lady Lake, FL 32159, USA
Phone (352) 750-0325
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Jackson Law PA
5 out of 5
Location 5401 S Kirkman Rd #310, Orlando, FL 32819, USA
Phone (407) 477-5046
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Millhorn Michael D
5 out of 5
Location 13696 US-441 Suite 200, The Villages, FL 32159, USA
Phone (352) 205-4707
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Law Center of Central Florida
5 out of 5
Location 4076 FL-44 Suite 6, Wildwood, FL 34785, USA
Phone (352) 633-9791
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Giles & Robinson, P.A.
5 out of 5
Location 445 W Colonial Dr, Orlando, FL 32804, USA
Phone (407) 425-3591
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Craig A. Mundy, P.A.
5 out of 5
Location 4927 Southfork Dr, Lakeland, FL 33813, USA
Phone (863) 647-3778
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Gierach and Gierach, P.A.
5 out of 5
Location 723 E Colonial Dr #100, Orlando, FL 32803, USA
Phone (407) 598-8013
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Estate Planning Lawyers in Lady Lake, FL

Where Estate Planners in Lady Lake, FL Serve

Lady Lake, FL is a charming town nestled in the heart of Lake County, Florida. It is home to several noteworthy landmarks, such as the historic Lady Lake Cemetery and the picturesque Lake Griffin State Park. The town boasts a diverse economy, with top employers including The Villages, a sprawling retirement community, and the Lake County School District. Major highways and streets in the area include US-27, FL-441, and CR-466, making it easy to explore neighboring towns and cities. Lady Lake is known for its tight-knit neighborhoods, such as Water Oak Country Club Estates and Harbor Hills, where residents enjoy a strong sense of community and a variety of amenities. Overall, Lady Lake is a hidden gem in the heart of Florida, offering a unique blend of history, natural beauty, and modern conveniences.

Financial Services Related to Estate Planning in Lady Lake, FL

Banks and Credit Unions

Residents of Lady Lake, FL can benefit from the services provided by a bank in a number of ways. One of the most common ways is through the provision of loans and credit facilities. Lady Lake is a small town with a population of just over 15,000 people, and as such, many residents may require financial assistance for various reasons such as starting a business, buying a home, or paying for education. A bank can help by providing affordable loans with flexible repayment terms. Additionally, a bank can also offer savings and investment options to help residents grow their wealth and plan for their future. With the assistance of a bank, residents of Lady Lake can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Lady Lake, FL would greatly benefit from the services of an insurance broker for a variety of reasons. One of the most common ways an insurance broker can help is by providing personalized advice and guidance on selecting the right insurance policies for their unique needs. This is especially important in Lady Lake, FL, where the population is largely made up of retirees and seniors. An insurance broker can help these individuals navigate the complex world of Medicare, supplemental health insurance, and long-term care insurance. Additionally, an insurance broker can help residents of Lady Lake, FL protect their homes and belongings from the frequent hurricanes and tropical storms that impact the area. By working with an insurance broker, residents can ensure they have the right coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Lady Lake, FL could greatly benefit from the services of a retirement planner. With a median age of 71, Lady Lake is a retirement community where many residents are likely to be facing financial decisions related to retirement. A retirement planner can help residents navigate the complexities of retirement planning, such as managing investments, creating a budget, and planning for healthcare expenses. Additionally, a retirement planner can provide guidance on strategies to maximize Social Security benefits, which is especially important in a community where many residents may be relying heavily on this source of income. Overall, a retirement planner can provide valuable support and peace of mind for residents of Lady Lake as they navigate the challenges of retirement.

Wealth Management

Residents of Lady Lake, FL could benefit from the services of a wealth manager in a number of ways. One of the most common ways would be through retirement planning. Lady Lake has a large retirement community, and many residents may need help navigating the complexities of Social Security, 401(k)s, and other retirement accounts. A wealth manager could help them create a plan for saving and investing that takes into account their unique goals and risk tolerance. Additionally, a wealth manager could help Lady Lake residents with tax planning, estate planning, and investment management. With their expertise and guidance, residents could feel more confident about their financial future and be better equipped to achieve their long-term goals.

Financial Advisor

Residents of Lady Lake, FL can benefit greatly from the guidance and expertise of a financial advisor. With a population of just over 16,000, Lady Lake is a small town with a diverse mix of residents, including retirees, families, and young professionals. A financial advisor can assist with a wide range of financial planning needs, including retirement planning, investment management, tax planning, and estate planning. Additionally, given the high number of retirees in the area, a financial advisor can help residents navigate the complexities of Social Security and Medicare. With their knowledge and experience, a financial advisor can provide personalized solutions to help residents of Lady Lake achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Lady Lake, FL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex process of securing a mortgage, including determining the best type of loan for their unique financial situation. Secondly, a loan officer can help residents understand the various programs available to first-time homebuyers, which can be especially helpful in a town like Lady Lake, where many residents may be looking to purchase a home for the first time. Additionally, a mortgage loan officer can provide guidance on how to improve credit scores, which can be crucial in securing a favorable mortgage rate. Overall, a mortgage loan officer can be an invaluable resource for residents of Lady Lake, FL looking to purchase a home and achieve their homeownership dreams.

Tax Services

Residents of Lady Lake, FL can benefit greatly from the expertise of a tax advisor. With the town's growing population and diverse economy, a tax advisor can provide valuable guidance on tax planning, preparation, and filing. Specifically, Lady Lake's large retirement community may benefit from tax advisors who specialize in retirement planning and maximizing Social Security benefits. Additionally, small business owners in Lady Lake can benefit from tax advisors who can help them navigate complex tax laws and deductions. Overall, a tax advisor can help residents of Lady Lake save money, avoid penalties, and make informed financial decisions.

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