Estate Planning Attorneys in Punta Gorda, FL

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List of Firms

Top Punta Gorda, FL Estate Planning Law Firms

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Keller Law Office, P.A.
4 out of 5
Location 126 E Olympia Ave # 200, Punta Gorda, FL 33950, USA
Phone (941) 505-2555
Language http://www.kellerlaw.biz/
Directions
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Mizell & Mays Law Firm, P.A.
5 out of 5
Location 331 Sullivan St, Punta Gorda, FL 33950, USA
Phone (941) 575-9291
Language http://www.mizell-law.com/
Directions
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Tippen Law Firm, PLLC
5 out of 5
Location 315 E Olympia Ave #224, Punta Gorda, FL 33950, USA
Phone (941) 888-4260
Language http://www.tippenlaw.com/punta-gorda-estate-planning-elder-law-probate-business-attorney/
Directions
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Howell Law Firm
2 out of 5
Location 2705 Tamiami Trail, Punta Gorda, FL 33950, USA
Phone (941) 205-2525
Language http://howell-law-firm.com/
Directions
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Mahshie & DeCosta, P.A.
5 out of 5
Location 407 E Marion Ave Suite 101, Punta Gorda, FL 33950, USA
Phone (941) 639-7627
Language http://www.md-lawfirm.com/
Directions
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Farr Farr Emerich Hackett
5 out of 5
Location 99 Nesbit St, Punta Gorda, FL 33950, USA
Phone (941) 639-1158
Language https://farr.com/
Directions
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Flowers Law Firm, P.A.
5 out of 5
Location 12653 SW, County Rd 769 Suite A, Lake Suzy, FL 34269, USA
Phone (941) 235-0708
Language http://flowerslawpa.com/
Directions
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Farr Law Firm
4 out of 5
Location 99 Nesbit St, Punta Gorda, FL 33950, USA
Phone (941) 639-1158
Language https://farr.com/
Directions
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Polk John L
Location 137 E Marion Ave, Punta Gorda, FL 33950, USA
Phone (941) 639-1606
Directions
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Office of the Public Defender
4 out of 5
Location 350 E Marion Ave, Punta Gorda, FL 33950, USA
Phone (941) 637-2181
Language https://www.pd20.org/
Directions
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David K Oaks PA
5 out of 5
Location 407 E Marion Ave, Punta Gorda, FL 33950, USA
Phone (941) 639-7627
Directions
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Olmsted & Wilson PA
4 out of 5
Location 17801 Murdock Cir Unit A, Port Charlotte, FL 33948, USA
Phone (941) 624-2700
Language http://www.owpa.com/
Directions
Estate Planning Lawyers in Punta Gorda, FL

Where Estate Planners in Punta Gorda, FL Serve

Punta Gorda, FL is a charming city situated in Charlotte County, Florida, with a population of approximately 20,000 people. The city boasts of several landmarks, including the Charlotte Harbor Preserve State Park, which is a vast natural area with hiking trails, fishing, and bird watching opportunities. The Fishermen's Village is another popular landmark, featuring a marina, shops, and restaurants. Several top employers in Punta Gorda include the Charlotte County Public Schools, the City of Punta Gorda, and the Charlotte County Government. The major highways and streets in the city include US-41, which runs north-south through the city, and Interstate 75, which is located to the east of Punta Gorda. Punta Gorda is home to several neighborhoods, including Burnt Store Isles, Deep Creek, and Seminole Lakes.

Financial Services Related to Estate Planning in Punta Gorda, FL

Banks and Credit Unions

Residents of Punta Gorda, FL can benefit from a bank in several ways. Firstly, a bank can provide them with a safe and secure place to keep their money through savings accounts. Secondly, they can access loans and credit facilities to finance their businesses or personal projects. Additionally, banks in Punta Gorda can offer financial advice and investment opportunities to help residents grow their wealth. One specific aspect about Punta Gorda is that it is a popular retirement destination, and banks can provide services such as retirement planning, estate planning, and long-term care insurance to cater to the unique needs of retirees. Overall, a bank can be a valuable resource for residents of Punta Gorda to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Punta Gorda, FL can benefit from the services of an insurance broker in a number of ways. For instance, an insurance broker can help them navigate the complex world of insurance, providing expert advice on the best insurance policies for their specific needs. Additionally, an insurance broker can help residents of Punta Gorda, FL understand the unique risks associated with living in a coastal area, such as the risk of hurricanes and flooding. By working with an insurance broker, residents of Punta Gorda, FL can ensure that they have adequate coverage to protect their homes and property in the event of a natural disaster.

Retirement Planning

Residents of Punta Gorda, FL could greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner could help the residents of Punta Gorda is by creating a personalized retirement plan that takes into account the unique aspects of the community. For example, many residents of Punta Gorda are retirees who have relocated to the area for its warm weather and proximity to the Gulf of Mexico. A retirement planner could help these individuals navigate the complexities of retirement, including Social Security, Medicare, and long-term care planning. Additionally, Punta Gorda is home to a number of active adult communities, and a retirement planner could assist residents in making the most of their retirement by helping them maximize their retirement income, manage their investments, and plan for their future.

Wealth Management

Residents of Punta Gorda, FL could benefit greatly from the services of a wealth manager. One specific way that a wealth manager could help is by providing guidance on investing in the local real estate market. Punta Gorda is a popular retirement destination, with a large population of seniors. A wealth manager could help residents navigate the unique challenges of investing in a retirement community, such as understanding the tax implications of selling a home and ensuring that their investments align with their long-term financial goals. Additionally, a wealth manager could provide advice on estate planning, helping residents ensure that their assets are protected and distributed according to their wishes. Overall, a wealth manager could provide valuable support to residents of Punta Gorda, helping them achieve financial security and peace of mind.

Financial Advisor

Residents of Punta Gorda, FL can benefit from the expertise of a financial advisor in several ways. One of the most common ways is through retirement planning. Punta Gorda is a popular retirement destination, with many retirees moving to the area to enjoy its warm weather and beautiful beaches. A financial advisor can help these retirees navigate the complexities of retirement planning, including managing their retirement accounts, creating a budget, and developing a plan for long-term care. Additionally, a financial advisor can help residents of Punta Gorda with other financial goals, such as saving for a child's education or purchasing a new home. By working with a financial advisor, residents of Punta Gorda can feel confident that they are making informed financial decisions that will help them achieve their goals and enjoy a comfortable lifestyle in this beautiful Florida community.

Mortgage Loan Officer

Residents of Punta Gorda, FL would greatly benefit from the expertise of a mortgage loan officer. These professionals can provide guidance on the various mortgage options available to residents, helping them to find the best fit for their unique financial situation. Additionally, mortgage loan officers can assist with the application process, ensuring that residents have all the necessary documentation and information needed to secure a mortgage. One specific aspect of Punta Gorda that a mortgage loan officer can help with is navigating the local real estate market. With its beautiful waterfront properties and growing population, Punta Gorda can be a competitive market for homebuyers. A knowledgeable mortgage loan officer can help residents understand the local market trends and provide insight on how to make a competitive offer on a home.

Tax Services

Residents of Punta Gorda, FL can 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 maximize tax deductions and credits. This is particularly important in Punta Gorda, where many residents are retirees and may have unique tax situations related to their retirement income and investments. A tax advisor can also help residents navigate complex tax laws and regulations, ensuring that they are in compliance and avoiding costly penalties. Additionally, a tax advisor can provide valuable advice on estate planning and asset protection, which is especially important for residents of Punta Gorda who may have significant assets or wealth. Overall, the expertise of a tax advisor can provide peace of mind and potentially save residents money in the long run.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Punta Gorda, FL can provide a range of services to help individuals plan for the future of their assets and their loved ones. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and advising on tax planning and asset protection strategies. In Punta Gorda, FL, estate planning lawyers can also assist with unique considerations such as protecting waterfront properties and navigating the state's homestead exemption laws. With their bursty and complex approach, these lawyers can help clients navigate the intricacies of estate planning and ensure that their wishes are carried out in the most effective and efficient way possible.

Punta Gorda, FL is the ultimate destination for those seeking the services of an estate planning lawyer. This charming city, nestled on the shores of Charlotte Harbor, boasts a vibrant legal community that is second to none. With its rich history, stunning natural beauty, and welcoming community, Punta Gorda offers the perfect backdrop for navigating the complexities of estate planning. Whether you're looking to draft a will, establish a trust, or navigate the probate process, the attorneys in Punta Gorda have the expertise and experience to guide you through every step of the way. From the picturesque downtown area to the sprawling estates that dot the countryside, Punta Gorda has everything you need to ensure that your legacy is preserved for generations to come. So if you're looking for the best estate planning lawyer in the business, look no further than Punta Gorda, FL.