Estate Planning Attorneys in Ormond Beach, FL

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List of Firms

Top Ormond Beach, FL Estate Planning Law Firms

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Bryant & de Parry, P.A.
5 out of 5
Location 107 E Church St, DeLand, FL 32724, USA
Phone (386) 736-1223
Directions
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Mara Law, P.A.
4 out of 5
Location 555 W Granada Blvd Suite D-10, Ormond Beach, FL 32174, USA
Phone (386) 672-8081
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Heidi S. Webb Attorney At Law
5 out of 5
Location 140 S Beach St #310, Daytona Beach, FL 32114, USA
Phone (386) 257-3332
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Sharon B. Logan, P.A.
4 out of 5
Location 180 Vining Ct, Ormond Beach, FL 32176, USA
Phone (386) 673-5787
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John Roberts & Associates, P.A.
4 out of 5
Location 300 Interchange Blvd # E, Ormond Beach, FL 32174, USA
Phone (386) 676-4467
Directions
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Bogin, Munns & Munns, P.A.
4 out of 5
Location 1616 Concierge Blvd #200, Daytona Beach, FL 32117, USA
Phone (386) 202-1298
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Randal L. Schecter, P.A.
5 out of 5
Location 1870 W Granada Blvd, Ormond Beach, FL 32174, USA
Phone (386) 672-2550
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The Law Office of Ann Rogers, P.A.
4 out of 5
Location 533 N Nova Rd #104a, Ormond Beach, FL 32174, USA
Phone (386) 672-4014
Directions
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Woodard & Ferguson
4 out of 5
Location 10 Vining Ct, Ormond Beach, FL 32176, USA
Phone (386) 677-0822
Directions
Estate Planning Lawyers in Ormond Beach, FL

Where Estate Planners in Ormond Beach, FL Serve

Ormond Beach, FL is a charming coastal city located in Volusia County, Florida. It is home to some of the most breathtaking landmarks in the state, including the Ormond Memorial Art Museum and Gardens, Tomoka State Park, and the Ormond Beach Historical Society. The city is also a hub for some of the top employers in the area, such as the Halifax Health Medical Center, Florida Hospital Memorial Medical Center, and the City of Ormond Beach. The major highways and streets that run through the city include Interstate 95, US Route 1, State Road A1A, and Granada Boulevard. Ormond Beach is divided into several neighborhoods, each with its own unique character and charm, including Plantation Bay, Hunters Ridge, and Halifax Plantation. With its stunning natural beauty, rich history, and thriving economy, Ormond Beach is the perfect place to call home.

Financial Services Related to Estate Planning in Ormond Beach, FL

Banks and Credit Unions

Residents of Ormond Beach, FL can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to individuals who are looking to purchase a home in Ormond Beach. The area is known for its beautiful beaches and scenic views, which makes it a popular destination for tourists and retirees. Therefore, a bank can offer mortgage loans to residents who are interested in owning a home in this area. Additionally, banks in Ormond Beach can provide personal loans to individuals who are looking to start a business or invest in their education. With a thriving business community and several educational institutions in the area, residents can leverage these opportunities with the help of a bank. Overall, a bank can help residents of Ormond Beach achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Ormond Beach, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it's important to have the right coverage for your home and property. An insurance broker can help you navigate the various policies and options available to you, ensuring that you have adequate protection in the event of a hurricane or other natural disaster. They can also help you find affordable health insurance options, which can be particularly important for retirees who make up a large portion of the population in Ormond Beach. Additionally, an insurance broker can assist with finding the right coverage for your vehicle, as traffic can be heavy in the area and accidents are always a possibility. Overall, an insurance broker can provide valuable guidance and support to residents of Ormond Beach, helping them to protect themselves and their assets in an uncertain world.

Retirement Planning

Residents of Ormond Beach, FL can benefit from the guidance of a retirement planner in various ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their financial goals and needs. With the cost of living in Ormond Beach being higher than the national average, a retirement planner can help residents navigate the expenses associated with retirement, such as healthcare and housing costs. Additionally, a retirement planner can help residents maximize their retirement savings by identifying tax-efficient investment strategies and ensuring their portfolio is diversified and aligned with their risk tolerance. With the help of a retirement planner, residents of Ormond Beach can feel more confident about their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Ormond Beach, FL could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the large retirement community in the area. A wealth manager could assist retirees in managing their finances and ensuring they have enough money to enjoy their golden years. Additionally, Ormond Beach is a popular tourist destination, and a wealth manager could help residents who own vacation rental properties maximize their income and navigate the complexities of rental property taxes. Overall, a wealth manager could provide valuable guidance and support to Ormond Beach residents looking to secure their financial futures.

Financial Advisor

Residents of Ormond Beach, FL could benefit from the services of a financial advisor in many ways. One specific area where a financial advisor could be helpful is in planning for retirement. With a large population of retirees in Ormond Beach, it's important to have a solid plan in place to ensure a comfortable and secure retirement. A financial advisor can help residents assess their current financial situation, set achievable retirement goals, and develop a plan to achieve those goals. Additionally, a financial advisor can provide guidance on tax-efficient investment strategies, healthcare costs, and other retirement-related expenses that may be unique to the Ormond Beach area. Overall, a financial advisor can be a valuable resource for residents of Ormond Beach who want to ensure a financially stable future.

Mortgage Loan Officer

Residents of Ormond Beach, FL can benefit from the expertise of a mortgage loan officer in a number of ways. For instance, a loan officer can assist residents in obtaining a mortgage to purchase a home in this beautiful coastal community, which is known for its stunning beaches and rich history. Additionally, a loan officer can help residents refinance their existing mortgage to take advantage of lower interest rates, which can save them money in the long run. Another way a loan officer can assist residents is by helping them navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Ormond Beach, FL who are looking to achieve their homeownership goals.

Tax Services

Residents of Ormond Beach, FL may benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations in the state of Florida. For example, Ormond Beach residents may have questions about the state's sales tax, which varies depending on the county. A tax advisor can help residents understand their tax obligations and ensure they are in compliance with state and federal tax laws. Additionally, a tax advisor can offer advice on tax planning strategies, such as maximizing deductions and credits, which can help Ormond Beach residents minimize their tax liability and keep more of their hard-earned money.

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