Estate Planning Attorneys in Lake County, FL

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List of Firms

Top Lake County, FL Estate Planning Law Firms

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Law Offices of Bret Jones, P.A.
4 out of 5
Location 700 Almond St, Clermont, FL 34711, USA
Phone (352) 394-4025
Directions
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Katina Pantazis, P.A
5 out of 5
Location 13710 N US HWY 441, Suite 500, The Villages, FL 32159, USA
Phone (352) 600-2987
Directions
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Bauer & Associates Attorneys at Law, P.A.
5 out of 5
Location 505 E New York Ave Suite 7, DeLand, FL 32724, USA
Phone (386) 734-3313
Directions
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Asma & Asma, P.A.
4 out of 5
Location 884 S Dillard St, Winter Garden, FL 34787, USA
Phone (407) 656-5750
Directions
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McLin & Burnsed P.A.
4 out of 5
Location 26736 US-27 Suite 202, Leesburg, FL 34748, USA
Phone (352) 787-1241
Directions
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Law Office of David M. Carrera, P.A.
SEC File# 801-117119
CRD# 304586
4 out of 5
Location 1540 International Pkwy STE 2000, Lake Mary, FL 32746, USA
Phone (407) 668-6555
Directions
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Law Offices of Ginger R. Lore, P.A.
5 out of 5
Location 20 S Main St Suite 280, Winter Garden, FL 34787, USA
Phone (407) 574-4704
Directions
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Bogin, Munns & Munns, P.A.
4 out of 5
Location 628 S 14th St, Leesburg, FL 34748, USA
Phone (352) 268-9596
Directions
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John I. Merritt, Attorney At Law
4 out of 5
Location 1500 E Orange Ave, Eustis, FL 32726, USA
Phone (352) 357-2932
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Bogin, Munns & Munns, P.A.
5 out of 5
Location 1390 N Hancock Rd Suite 201, Clermont, FL 34711, USA
Phone (352) 702-4947
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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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Law Office of Eric S. Mashburn, P.A.
5 out of 5
Location 102 E Maple St Suite A, Winter Garden, FL 34787, USA
Phone (407) 656-1576
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The Law Offices of Justin Rickman
5 out of 5
Location 780 Almond St, Clermont, FL 34711, USA
Phone (352) 394-2041
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Paula Montoya Law
5 out of 5
Location 7345 W Sand Lake Rd Suite 318, Orlando, FL 32819, USA
Phone (407) 906-9126
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BCN Law Firm - Clermont
4 out of 5
Location 1635 FL-50 #300, Clermont, FL 34711, USA
Phone (352) 394-2103
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Attorney Patrick Smith
5 out of 5
Location 179 N. US HWY 27 #F, Clermont, FL 34711, USA
Phone (352) 204-0305
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Roberts & Law
5 out of 5
Location 250 S Main Ave, Groveland, FL 34736, USA
Phone (352) 429-2183
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Michael G Horton PA
4 out of 5
Location 3721 S Hwy 27, Clermont, FL 34711, USA
Phone (352) 269-1969
Directions
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Finley Law LLC
4 out of 5
Location 203 E Rich Ave, DeLand, FL 32724, USA
Phone (386) 734-5959
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Merideth Nagel, P.A.
4 out of 5
Location 1201 FL-50, Clermont, FL 34711, USA
Phone (352) 394-7408
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HUNT LAW FIRM, PA
4 out of 5
Location 601 S 9th St, Leesburg, FL 34748, USA
Phone (352) 365-2262
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Kathryn Linn
4 out of 5
Location 561 Fieldcrest Dr, The Villages, FL 32162, USA
Phone (352) 633-1263
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McLin Burnsed
4 out of 5
Location 1028 Lake Sumter Landing, The Villages, FL 32162, USA
Phone (352) 259-5011
Directions
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The Principal Law Firm, P.L.
5 out of 5
Location 4901 International Pkwy STE 1021, Sanford, FL 32771, USA
Phone (407) 322-3003
Directions
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Law Office of Pamela J. Helton, P.A.
4 out of 5
Location 245 Citrus Tower Blvd STE 203, Clermont, FL 34711, USA
Phone (352) 243-9991
Directions
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Andrew Curtis, Esq.
4 out of 5
Location 3261 US-441 Suite C-1, Fruitland Park, FL 34731, USA
Phone (352) 362-4756
Directions
Estate Planning Lawyers in Lake County, FL

Where Estate Planners in Lake County, FL Serve

Lake County, FL is a vibrant and diverse community nestled in the heart of Central Florida. With its stunning natural beauty and abundance of cultural attractions, it's no wonder that this area is a top destination for tourists and residents alike. One of the most notable landmarks in Lake County is the beautiful Lake Eustis, which offers a wide range of recreational opportunities for visitors and locals alike. Other popular destinations include the historic downtown areas of Mount Dora and Tavares, which are home to a variety of charming shops, restaurants, and cultural venues. When it comes to top employers, Lake County is home to a diverse range of businesses and industries. Some of the largest employers in the area include the Lake County School District, the Florida Hospital Waterman, and Publix Supermarkets. Major highways and streets in Lake County include US-441, US-27, and State Road 19, which provide easy access to nearby cities like Orlando, Tampa, and Jacksonville.

Financial Services Related to Estate Planning in Lake County, FL

Banks and Credit Unions

Residents of Lake County, FL would greatly benefit from a bank in a number of ways. For one, a bank would provide easy access to financial services such as checking and savings accounts, loans, and credit cards. This would be especially helpful for those who live in more rural areas of the county where there may not be as many banking options available. Additionally, a local bank could offer personalized service and advice to residents who may be unfamiliar with financial planning or investing. For example, many residents of Lake County are retirees who may need assistance with managing their retirement savings or estate planning. A bank could also help local businesses with financing and cash management, which would in turn benefit the local economy. Overall, having a bank in Lake County would provide a valuable resource for residents looking to improve their financial well-being.

Insurance Broker

Residents of Lake County, FL could greatly benefit from the services of an insurance broker. With the high risk of hurricanes and flooding in the area, an insurance broker can help residents find the best coverage for their homes and property. Additionally, many residents in Lake County work in industries such as agriculture and healthcare, which may require specialized insurance policies. An insurance broker can navigate the complex world of insurance and find policies that meet the unique needs of each individual and business. Overall, an insurance broker can provide peace of mind and financial protection for residents of Lake County, FL.

Retirement Planning

Residents of Lake County, FL could greatly benefit from the services of a retirement planner. With its large retiree population and numerous retirement communities, Lake County presents unique challenges and opportunities for those planning for their golden years. A retirement planner can help residents navigate the complex world of retirement savings and investments, ensuring they are making the most of their resources. They can also provide guidance on healthcare options, including Medicare and long-term care insurance, which can be especially important for retirees in Lake County, where healthcare costs can be high. Additionally, a retirement planner can help residents create a comprehensive estate plan, ensuring their assets are distributed according to their wishes and minimizing the burden on their loved ones. Overall, a retirement planner can provide invaluable assistance to residents of Lake County as they plan for a secure and fulfilling retirement.

Wealth Management

Residents of Lake County, FL can benefit greatly from the services of a wealth manager. With its numerous lakes and natural beauty, Lake County is a popular destination for retirees seeking a peaceful and active lifestyle. A wealth manager can help these retirees manage their finances and investments, ensuring that they have enough income to support their desired lifestyle while also planning for unexpected expenses such as healthcare costs. Additionally, many residents of Lake County own businesses or have significant assets tied up in real estate. A wealth manager can help these individuals navigate the complexities of business and real estate ownership, providing guidance on tax planning and estate planning to ensure that their assets are protected and their legacy is secure. Overall, a wealth manager can provide invaluable support and guidance to residents of Lake County, helping them achieve their financial goals and enjoy the best possible quality of life.

Financial Advisor

Residents of Lake County, FL can greatly benefit from the expertise of a financial advisor. With a median household income of $52,000, many people in the area may struggle with managing their finances and planning for the future. A financial advisor can assist with creating a budget, setting financial goals, and developing a savings plan. Additionally, Lake County is home to many retirees who may need guidance on managing their retirement accounts and ensuring they have enough income to support their lifestyle. A financial advisor can also help with estate planning and creating a legacy for future generations. Overall, a financial advisor can provide valuable guidance to residents of Lake County as they navigate their financial journey.

Mortgage Loan Officer

Residents of Lake County, FL can benefit greatly from the services provided by a mortgage loan officer. These professionals can assist with a variety of financial needs, including helping residents secure financing for a new home or refinancing an existing mortgage. Lake County, FL is a popular location for retirees and families alike, and a mortgage loan officer can help these individuals navigate the local real estate market and find the best loan options for their unique financial situations. Additionally, with the recent growth in the area, a mortgage loan officer can help residents take advantage of the many new home construction opportunities available in Lake County, FL. Overall, a mortgage loan officer can be a valuable resource for anyone looking to buy or refinance a home in this beautiful and diverse region of Florida.

Tax Services

Residents of Lake County, FL can benefit from the expertise of a tax advisor in a variety of ways. One of the most common areas where a tax advisor can be helpful is in navigating the complex tax laws and regulations that apply to the county. For example, Lake County has a number of unique tax incentives and exemptions for businesses and homeowners that can be difficult to understand without expert guidance. Additionally, a tax advisor can help residents of Lake County to minimize their tax liability and ensure that they are taking advantage of all available deductions and credits. By working with a tax advisor, residents of Lake County can feel confident that they are making the most of their financial resources and avoiding costly mistakes.

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