Estate Planning Attorneys in Lakeland, FL

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List of Firms

Top Lakeland, FL Estate Planning Law Firms

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Morrison Joseph A
4 out of 5
Location 4416 Florida National Dr, Lakeland, FL 33813, USA
Phone (863) 644-3399
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The Sanoba Law Firm
4 out of 5
Location 422 Florida Ave S, Lakeland, FL 33801, USA
Phone (863) 683-5353
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Pilka Adams & Reed, P.A.
4 out of 5
Location 256 N Kentucky Ave, Lakeland, FL 33801, USA
Phone (863) 236-9321
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DeZayas Law Group
5 out of 5
Location 4915 Southfork Dr, Lakeland, FL 33813, USA
Phone (863) 904-4710
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The Law Office of Joshua W. Westcott
5 out of 5
Location 206 Easton Dr, Lakeland, FL 33803, USA
Phone (863) 660-2223
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The Law Office of Richard A. Lopez, P.A.
5 out of 5
Location 933 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 333-0777
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Clark, Campbell, Lancaster, Workman, & Airth, P.A.
4 out of 5
Location 500 Florida Ave S # 800, Lakeland, FL 33801, USA
Phone (863) 647-5337
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Darby Law Group, P.A.
5 out of 5
Location 500 Florida Ave S # 520, Lakeland, FL 33801, USA
Phone (863) 683-7400
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GrayRobinson Lakeland Law Firm
4 out of 5
Location One Lake Morton Dr, Lakeland, FL 33801, USA
Phone (863) 284-2200
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Elder Law Firm of Clements & Wallace, P.L.
5 out of 5
Location 310 E Main St, Lakeland, FL 33801, USA
Phone (863) 288-0904
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Estate Planning Lawyers in Lakeland, FL

Where Estate Planners in Lakeland, FL Serve

Lakeland, FL is a vibrant city located in Polk County, Florida. Home to a plethora of landmarks, including the historic Polk Theatre, the Frank Lloyd Wright-designed Florida Southern College, and the beautiful Hollis Garden, Lakeland is a cultural hub for art and architecture enthusiasts alike. As for top employers, Lakeland boasts a diverse range of industries, with Publix Super Markets, Geico, and Lakeland Regional Health leading the pack. Major highways and streets in the area include Interstate 4, which runs through the city, as well as US Highway 98 and State Road 570, which provide easy access to neighboring cities and towns. Lakeland is made up of several distinct neighborhoods, each with its own unique character and charm. From the historic Lake Morton neighborhood to the family-friendly Grasslands community, there is truly something for everyone in this bustling city.

Financial Services Related to Estate Planning in Lakeland, FL

Banks and Credit Unions

Residents of Lakeland, FL can benefit from a bank in numerous ways. For starters, banks offer a range of financial services such as savings accounts, checking accounts, loans, and credit cards that can help individuals manage their money and achieve their financial goals. Additionally, banks can provide financial advice and guidance to residents, helping them make informed decisions about their finances. In Lakeland, FL, where tourism is a major industry, banks can also offer foreign currency exchange services, making it easier for visitors to access the local currency. Furthermore, banks can support the local community by providing loans to small businesses, which can help create jobs and stimulate economic growth. Overall, banks play a crucial role in supporting the financial well-being of residents in Lakeland, FL.

Insurance Broker

Residents of Lakeland, FL can benefit greatly from the services of an insurance broker. With the city's location in the heart of Florida, residents are at risk for natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate the complex world of insurance and find policies that provide adequate coverage for these types of events. Additionally, with the growing population and economy of Lakeland, residents may need assistance in finding affordable health insurance or business insurance for their small businesses. An insurance broker can provide personalized advice and guidance to ensure that residents are protected and have peace of mind.

Retirement Planning

Residents of Lakeland, FL could benefit greatly from the expertise of a retirement planner. With its growing population of retirees, Lakeland presents unique challenges and opportunities for those planning for their golden years. A retirement planner can help residents navigate the complex world of retirement planning, from choosing the right investment vehicles to ensuring they have enough income to support their lifestyle. They can also provide guidance on healthcare costs, which can be particularly high in Lakeland due to its large senior population. By working with a retirement planner, residents of Lakeland can gain peace of mind knowing that they are prepared for whatever the future may hold.

Wealth Management

Residents of Lakeland, FL can benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager can assist is by helping individuals and families create a financial plan that aligns with their goals and values. This is especially important in Lakeland, where many residents are retirees or nearing retirement age. A wealth manager can help ensure that their clients have enough saved for retirement and can provide guidance on how to manage their finances in a way that will allow them to enjoy their golden years. Additionally, with Lakeland being a growing city with a strong economy, a wealth manager can help residents navigate the complexities of investing in a way that maximizes their returns while minimizing risk. Overall, a wealth manager can provide peace of mind and financial security to residents of Lakeland, FL.

Financial Advisor

Residents of Lakeland, FL can benefit greatly from the guidance of a financial advisor. With the city's economy being heavily reliant on agriculture and tourism, financial advisors can help residents navigate the unique financial challenges that come with these industries. For example, a financial advisor can help farmers and small business owners in Lakeland manage their cash flow and plan for seasonal fluctuations in income. Additionally, with the city being a retirement destination for many, financial advisors can help retirees create and manage a sustainable retirement income plan. Overall, a financial advisor can provide valuable insight and expertise to help residents of Lakeland, FL achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lakeland, FL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents to secure financing for a new home purchase or refinancing an existing mortgage. Specifically, in Lakeland, FL, where the real estate market is highly competitive, a mortgage loan officer can help residents navigate the complexities of the local housing market and find the best possible financing options for their unique needs. Additionally, a mortgage loan officer can help residents to understand the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and guide them through the application process. Ultimately, a mortgage loan officer can be an invaluable resource for residents of Lakeland, FL who are looking to achieve their dreams of homeownership.

Tax Services

Residents of Lakeland, FL can benefit greatly from the guidance of a tax advisor. With its thriving economy and growing population, Lakeland presents unique tax challenges that require expert advice. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. For example, Lakeland is known for its vibrant agricultural industry, and a tax advisor can help farmers and other agricultural workers maximize their tax savings through specialized deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes impact their individual tax situation and make informed decisions about their finances. Overall, a tax advisor can provide valuable support and guidance to residents of Lakeland, helping them to achieve their financial goals and secure their future.

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