Estate Planning Attorneys in Lake Mary, FL

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List of Firms

Top Lake Mary, FL Estate Planning Law Firms

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The Law Office of Cipparone & Cipparone
5 out of 5
Location 1525 International Pkwy #1071, Lake Mary, FL 32746, USA
Phone (321) 275-5914
Directions
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Friedman Law, P.A.
5 out of 5
Location 600 Rinehart Rd #3086, Lake Mary, FL 32746, USA
Phone (407) 830-6331
Directions
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Stenstrom, McIntosh, Colbert & Whigham, P.A.
4 out of 5
Location 300 International Pkwy Suite 100, Lake Mary, FL 32746, USA
Phone (407) 322-2171
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Law Office of Daniel R. Lewis
5 out of 5
Location 208 Sanford Ave, Sanford, FL 32771, USA
Phone (386) 237-5408
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Mandy Pavlakos Law Office
5 out of 5
Location 142 W Lakeview Ave, Lake Mary, FL 32746, USA
Phone (407) 688-1301 ext. 303
Directions
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Law Office of James M. Miller
Location 2500 W Lake Mary Blvd STE 218, Lake Mary, FL 32746, USA
Phone (407) 878-1275
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The FL Closing Attorney
Location 255 Primera Blvd Suite 160, Lake Mary, FL 32746, USA
Phone (407) 698-3446
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The Consumer Rights Advocacy Firm
5 out of 5
Location 1985 Longwood Lake Mary Rd STE 1001, Longwood, FL 32750, USA
Phone (407) 477-4401
Directions
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The Probate Pro
5 out of 5
Location 580 Rinehart Rd Suite 100, Lake Mary, FL 32746, USA
Phone (833) 776-2283
Directions
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Law Offices of Mark Andrew James, P.L.
Location 255 Primera Blvd #160a, Lake Mary, FL 32746, USA
Phone (407) 679-3111
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The Florida Practice
5 out of 5
Location 964 International Pkwy #1620, Lake Mary, FL 32746, USA
Phone (407) 422-1200
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Estate Planning Lawyers in Lake Mary, FL

Where Estate Planners in Lake Mary, FL Serve

Lake Mary, Florida is a bustling city located in Seminole County. It boasts an array of landmarks, including the beautiful Central Park, which is a popular spot for outdoor activities. The city is also home to the Lake Mary Historical Museum, which showcases the area's rich history. Top employers in the area include AAA, Verizon Wireless, and Mitsubishi Hitachi Power Systems Americas. Major highways and streets include I-4, Lake Mary Boulevard, and Rinehart Road. The city is divided into several neighborhoods, each with its own unique charm and character. These neighborhoods include Timacuan, Heathrow, and Greenwood Lakes. With its diverse attractions and thriving economy, Lake Mary is a great place to live and work.

Financial Services Related to Estate Planning in Lake Mary, FL

Banks and Credit Unions

Residents of Lake Mary, FL can benefit from a bank in many ways. One of the most common ways is through the provision of financial services such as savings accounts, checking accounts, and loans. With the help of a bank, residents can save money for emergencies, pay bills, and even purchase a home. Additionally, banks in Lake Mary, FL can provide residents with financial advice and guidance on how to manage their money effectively. For example, with the high cost of living in Lake Mary, FL, a bank can help residents budget their expenses and plan for the future. Furthermore, banks can offer services such as online banking, mobile banking, and ATM access, making it easy for residents to manage their finances on the go. Overall, a bank can be a valuable resource for residents of Lake Mary, FL, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Lake Mary, FL can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help residents find the most suitable insurance policies that cater to their specific needs and budget. With the increasing number of natural disasters and unpredictable events, residents of Lake Mary, FL can benefit from a broker's knowledge of the local climate and weather patterns. They can also provide guidance on how to protect their homes and businesses against potential risks. Additionally, an insurance broker can assist in navigating the complex insurance market and help residents make informed decisions about their coverage options. Overall, an insurance broker can provide valuable support and peace of mind to residents of Lake Mary, FL.

Retirement Planning

Residents of Lake Mary, FL can benefit greatly from the services of a retirement planner. With a population of over 16,000 people and a median age of 43 years old, many individuals in this town are likely starting to think about their retirement plans. A retirement planner can help Lake Mary residents navigate the complex world of retirement savings and investments, ensuring that they are on track to meet their financial goals. Additionally, with the high cost of living in Florida, a retirement planner can help residents make the most of their retirement savings and stretch their dollars as far as possible. Whether it's creating a personalized retirement plan, managing investments, or providing guidance on Social Security and Medicare, a retirement planner can offer invaluable support to residents of Lake Mary, FL as they plan for their golden years.

Wealth Management

Residents of Lake Mary, FL could benefit greatly from the services of a wealth manager. With its affluent population and thriving economy, Lake Mary is a city with many opportunities for financial growth and investment. A wealth manager can help residents navigate the complexities of investing, retirement planning, and tax strategies, ensuring that they are making informed decisions that align with their long-term financial goals. Additionally, Lake Mary is home to many small business owners and entrepreneurs who could benefit from the expertise of a wealth manager in managing their business finances and planning for the future. With the help of a wealth manager, residents of Lake Mary can feel confident in their financial decisions and secure in their financial future.

Financial Advisor

Residents of Lake Mary, FL can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is by helping them plan for their retirement. With a large population of retirees in the area, a financial advisor can help residents create a comprehensive retirement plan that takes into account their unique financial situation and goals. Additionally, many Lake Mary residents work in the technology industry, which can come with unique financial challenges and opportunities. A financial advisor can help these individuals navigate stock options, equity compensation, and other tech industry-specific financial considerations. Overall, a financial advisor can provide valuable insight and expertise to help Lake Mary residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lake Mary, FL can benefit greatly from the services of a mortgage loan officer. A mortgage loan officer can assist residents in finding the best mortgage rates and loan options available to them. With the high cost of living in Lake Mary, FL, many residents may struggle to afford a home without the help of a mortgage loan officer. Additionally, a mortgage loan officer can help residents navigate the complicated process of applying for a mortgage and ensure that they are making informed decisions about their financial future. With the help of a mortgage loan officer, residents of Lake Mary, FL can achieve their dream of owning a home in this beautiful and vibrant community.

Tax Services

Residents of Lake Mary, FL can benefit greatly from the services of a tax advisor. With its growing population and thriving business community, Lake Mary presents unique tax challenges to its residents. A tax advisor can assist with everything from preparing tax returns to providing advice on tax planning and minimizing tax liabilities. Additionally, Lake Mary residents who own rental properties or businesses can benefit from the expertise of a tax advisor in navigating the complex tax laws and regulations that apply to these types of assets. With the help of a tax advisor, residents of Lake Mary can feel confident that they are making informed decisions about their finances and maximizing their tax savings.

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