Estate Planning Attorneys in Ocala, FL

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List of Firms

Top Ocala, FL Estate Planning Law Firms

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Colleen M. Duris P.A.
4 out of 5
Location 500 NE 8th Ave #5345, Ocala, FL 34470, USA
Phone (352) 732-7020
Language http://www.ocalaelderlaw.com/
Directions
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The Law Offices of Justin McMurray, PA
4 out of 5
Location 603 E Fort King St, Ocala, FL 34471, USA
Phone (352) 450-1367
Language https://www.ocalabankruptcylawyer.com/
Directions
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Kellean K. Truesdell, P.A.
4 out of 5
Location 200 NW 52nd Ave, Ocala, FL 34482, USA
Phone (352) 873-4141
Language https://kelleantruesdell.com/
Directions
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Dennis D. Camp P.A.
5 out of 5
Location 351 NE 8th Ave, Ocala, FL 34470, USA
Phone (352) 369-0664
Language https://www.probateocala.com/
Directions
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Klein and Klein, LLC
4 out of 5
Location 40 SE 11th Ave, Ocala, FL 34471, USA
Phone (352) 732-7750
Language http://kleinandkleinpa.com/
Directions
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Bishop W E Jr PA
4 out of 5
Location 7535 SW 62nd Ct, Ocala, FL 34476, USA
Phone (352) 237-9225
Language http://wbjrpa.com/
Directions
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Dean & Dean, LLP
5 out of 5
Location 230 NE 25th Ave #100, Ocala, FL 34470, USA
Phone (352) 368-2800
Language https://www.deananddean.com/
Directions
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Jonathan P. Culver, PA
4 out of 5
Location 2145 NE 2nd St, Ocala, FL 34470, USA
Phone (352) 401-5688
Language https://jculverlaw.com/
Directions
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Absolute Law Group
5 out of 5
Location 6035 SW 54th St STE 200, Ocala, FL 34474, USA
Phone (352) 205-4455
Language https://www.absolutelawgroup.com/
Directions
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Bogin, Munns & Munns, P.A.
4 out of 5
Location 1396 NE 20th Ave #400, Ocala, FL 34470, USA
Phone (352) 292-1710
Language https://www.boginmunns.com/ocala-personal-injury-lawyer/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing-ocala
Directions
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Shannon Mulkey, P.A.
4 out of 5
Location 944 E Silver Springs Blvd, Ocala, FL 34470, USA
Phone (352) 732-5900
Language https://probatelawyerocala.com/
Directions
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The Toney Law Firm
5 out of 5
Location 504 SE 8th St, Ocala, FL 34471, USA
Phone (352) 236-0900
Language http://thetoneylawfirm.com/
Directions
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Trow, Dobbins & Pisani, P.A.
5 out of 5
Location 1301 NE 14th St, Ocala, FL 34470, USA
Phone (352) 369-8830
Language http://www.ocalalawfirm.com/
Directions
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Ramunno Law Firm, PA
4 out of 5
Location 7500 SW 61st Ave, Ocala, FL 34476, USA
Phone (352) 854-5570
Language http://www.ramunnolawfirm.com/
Directions
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Michael A. Siefert, P.A.
5 out of 5
Location 121 NW 3rd St, Ocala, FL 34475, USA
Phone (352) 732-0141
Language https://michaelasiefertlaw.com/?utm_source=google-local&utm_medium=organic&utm_campaign=1284
Directions
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Richard James L
4 out of 5
Location 808 E Fort King St, Ocala, FL 34471, USA
Phone (352) 369-1300
Language https://ocalaprobatelawyer.com/
Directions
Estate Planning Lawyers in Ocala, FL

Where Estate Planners in Ocala, FL Serve

Ocala, located in Marion County, Florida, is a bustling city with a rich history and a vibrant culture. The city is home to several well-known landmarks, including the Ocala National Forest, Silver Springs State Park, and the historic Marion Theatre. When it comes to top employers, Ocala has a diverse range of industries, including healthcare, education, and manufacturing. Some of the city's largest employers include Munroe Regional Medical Center, College of Central Florida, and Lockheed Martin. Major highways and streets in Ocala include Interstate 75, US Highway 441, and State Road 40. These thoroughfares connect the city to other major Florida destinations, such as Tampa, Orlando, and Jacksonville. Ocala is also home to several unique neighborhoods, each with its own distinct character. These include the historic district of Tuscawilla Park, the upscale community of Golden Hills, and the family-friendly neighborhood of Fore Ranch.

Financial Services Related to Estate Planning in Ocala, FL

Banks and Credit Unions

Residents of Ocala, FL can benefit from a bank in many ways. For instance, a bank can provide financial assistance to those who need it most. Ocala is a growing city with a diverse population, and many people are in need of loans or other financial services. A bank can help residents secure loans to start a business, buy a home, or pay for college. Additionally, banks in Ocala can offer financial planning services to help residents manage their money and achieve their financial goals. With the help of a bank, residents of Ocala can have peace of mind knowing that their financial needs are being taken care of.

Insurance Broker

Residents of Ocala, FL can greatly benefit from the assistance of an insurance broker. With the city's growing population and diverse demographics, it can be challenging for individuals to navigate the complex world of insurance on their own. An insurance broker can help residents find the right coverage for their unique needs, whether it's for home, auto, health, or life insurance. Specifically, with Ocala being known for its equestrian culture and horse farms, an insurance broker can help horse owners find specialized equine insurance to protect their valuable animals. In addition, with the city's proximity to natural disasters such as hurricanes and tornadoes, an insurance broker can also assist residents in finding comprehensive coverage for their homes and properties. Overall, an insurance broker can provide peace of mind and ensure that residents of Ocala have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Ocala, FL could greatly benefit from the expertise of a retirement planner. With a large retiree population in the area, a retirement planner can help individuals navigate the various options for retirement savings and investments. In particular, Ocala is known for its equestrian community and many retirees may have unique assets tied up in horses or properties related to the industry. A retirement planner can help these individuals develop a plan that takes into account these specific assets and ensures they are properly accounted for in their retirement planning. Additionally, a retirement planner can provide guidance on healthcare costs, which can be a significant expense for retirees in Ocala, especially as they age. Overall, a retirement planner can help residents of Ocala, FL feel more confident and secure in their retirement planning.

Wealth Management

Residents of Ocala, FL could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a large retiree population in Ocala, a wealth manager can help individuals create a retirement plan that will allow them to live comfortably and maintain their standard of living. Additionally, Ocala is known for its equestrian industry, and a wealth manager can assist individuals in managing their finances related to horse ownership, such as purchasing and maintaining horses, as well as competing in shows and events. Overall, a wealth manager can provide valuable assistance to Ocala residents in managing their finances and achieving their long-term goals.

Financial Advisor

Residents of Ocala, FL can benefit from the guidance of a financial advisor in many ways. One of the most common ways that a financial advisor can help is by providing personalized investment advice. Ocala is known for its thriving equestrian industry, and many residents may have investments in this area. A financial advisor can help these individuals navigate the complexities of investing in the equine industry and make informed decisions about their investments. Additionally, a financial advisor can help Ocala residents plan for retirement, manage debt, and create a budget that fits their unique financial situation. With the help of a financial advisor, residents of Ocala can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Ocala, FL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of needs, from purchasing a new home to refinancing an existing mortgage. For those looking to buy a home in Ocala, a mortgage loan officer can help find the right loan program and lender to fit their unique financial situation. They can also guide residents through the often-complicated process of obtaining a mortgage, including filling out paperwork and navigating the underwriting process. Additionally, a mortgage loan officer can help Ocala residents refinance their existing mortgage to take advantage of lower interest rates or to access the equity in their home. With the help of a knowledgeable mortgage loan officer, residents of Ocala can achieve their homeownership goals and secure their financial future.

Tax Services

Residents of Ocala, FL may benefit from the services of a tax advisor in a number of ways. One of the most common is navigating the complex tax laws and regulations that apply to small business owners in the area. With a thriving equestrian industry and a growing number of entrepreneurs launching new ventures, many residents may find themselves struggling to keep up with the ever-changing tax code. A tax advisor can help business owners make informed decisions about everything from entity selection to deductions and credits, ensuring that they are able to maximize their tax savings and avoid costly mistakes. Additionally, a tax advisor can provide guidance on personal tax matters, such as retirement planning, estate planning, and charitable giving, helping residents to achieve their financial goals and secure their futures.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Ocala, FL can provide a wide range of services to help individuals and families plan for the future. These services may include drafting wills, trusts, and other estate planning documents, as well as providing guidance on tax planning and asset protection strategies. One particular aspect that sets Ocala, FL apart from other cities is its thriving equestrian industry. For clients who own horses or other equine assets, an estate planning lawyer in Ocala can provide specialized advice on how to protect and transfer these assets to future generations. Additionally, the lawyer can help clients navigate the complex legal and regulatory frameworks that govern the equine industry in Florida, ensuring that their interests are protected and their assets are transferred smoothly and efficiently. Overall, an estate planning lawyer in Ocala, FL can provide tailored, comprehensive advice and support to help clients achieve their long-term goals and protect their legacy for future generations.

Ocala, Florida is the ultimate destination for anyone seeking the services of an estate planning lawyer. This city is known for its vibrant community and hospitable residents, making it an ideal place for anyone who wants to plan their estate efficiently. One of the most specific things about Ocala is its thriving equestrian industry, which attracts many affluent individuals who require estate planning services. This industry has led to the emergence of many experienced and specialized estate planning lawyers who understand the unique needs of horse owners and breeders. Furthermore, Ocala is home to many reputable law firms that specialize in estate planning, making it easy for anyone to find a lawyer who can help them navigate the complex legal landscape of estate planning. With its welcoming community, thriving equestrian industry, and experienced lawyers, Ocala is undoubtedly the best place to get an estate planning lawyer.