Estate Planning Attorneys in Sumter County, FL

We did the hard work of finding trustworthy partners in Sumter County, FL. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Sumter County, FL Estate Planning Law Firms

generic_business-71
William O. Boyd, P.A.
Location 270 Campbell Ave, The Villages, FL 32162, USA
Phone (352) 383-8123
Language http://www.boydestatelaw.com/
Directions
generic_business-71
R. Seth Mann, P.A.
5 out of 5
Location 38109 Pasco Ave, Dade City, FL 33525, USA
Phone (352) 567-5010
Language http://sethmannlaw.com/
Directions
generic_business-71
Bogin, Munns & Munns, P.A.
4 out of 5
Location 628 S 14th St, Leesburg, FL 34748, USA
Phone (352) 268-9596
Language https://www.boginmunns.com/leesburg-litigation-lawyer/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing-leesburg
Directions
generic_business-71
Keith Taylor Law Group, P.A.
5 out of 5
Location 1143 N Lyle Ave, Crystal River, FL 34429, USA
Phone (352) 795-0404
Language http://www.keithtaylorlaw.com/
Directions
generic_business-71
Bomhoff Law Firm
4 out of 5
Location 13343 Cortez Blvd, Brooksville, FL 34613, USA
Phone (352) 600-8998
Language http://www.bomhofflaw.com/
Directions
generic_business-71
BCN Law Firm - Clermont
4 out of 5
Location 1635 FL-50 #300, Clermont, FL 34711, USA
Phone (352) 394-2103
Language https://www.bcnlawfirm.com/?utm_source=gmb&utm_medium=organic&utm_campaign=wsoa
Directions
generic_business-71
Keith Taylor Law Group, P.A. - Marion County Florida Attorneys
5 out of 5
Location 12017 S Williams St, Dunnellon, FL 34432, USA
Phone (352) 547-1867
Language http://www.keithtaylorlaw.com/
Directions
generic_business-71
Trotter & Soulsby, PA
5 out of 5
Location 11834 Co Rd 101 #100, The Villages, FL 32162, USA
Phone (352) 205-7245
Language http://www.trotterlaw.com/
Directions
generic_business-71
Pittman Law Office
5 out of 5
Location 3854 Co Rd 466, Oxford, FL 34484, USA
Phone (352) 399-6944
Language https://thepittmanlawoffice.com/
Directions
generic_business-71
M. Meredith Kirste, P.A.
5 out of 5
Location 7928 US-441 #3, Leesburg, FL 34788, USA
Phone (352) 326-3455
Directions
generic_business-71
Wade III James E
4 out of 5
Location 116 Bushnell Plaza, Bushnell, FL 33513, USA
Phone (352) 568-2500
Language http://www.wadelaw.us/
Directions
generic_business-71
Millhorn & Shanawany Law Firm
5 out of 5
Location 13696 US-441 #200, The Villages, FL 32159, USA
Phone (352) 205-4707
Language https://millhorn-shanawany-law-firm.business.site/?utm_source=gmb&utm_medium=referral
Directions
generic_business-71
The Law Office of Laurie R. Chane
5 out of 5
Location 14206 5th St, Dade City, FL 33523, USA
Phone (352) 567-0055
Language https://www.chanelaw.com/
Directions
Estate Planning Lawyers in Sumter County, FL

Where Estate Planners in Sumter County, FL Serve

Sumter County, located in central Florida, is a vibrant and bustling community that boasts a wealth of landmarks, top employers, major highways and streets, and neighborhoods. From the historic downtown area to the sprawling suburban neighborhoods, Sumter County offers something for everyone. One of the most notable landmarks in Sumter County is the historic Sumter County Courthouse, which dates back to the early 1900s. This iconic building is a must-see for anyone visiting the area, and it serves as a symbol of the county's rich history and culture. In terms of top employers, Sumter County is home to a diverse range of businesses and industries, including healthcare, manufacturing, and retail. Some of the largest employers in the area include The Villages, Walmart, and South Florida State College. When it comes to major highways and streets, Sumter County is well-connected to the rest of the state and beyond. The county is intersected by several major highways, including Interstate 75 and U.S.

Financial Services Related to Estate Planning in Sumter County, FL

Banks and Credit Unions

Residents of Sumter County, FL can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Additionally, many banks offer financial education resources that can help residents better manage their money and plan for the future. In a county that is home to a large retirement community, having access to these services can be especially important for seniors who may be on a fixed income. Furthermore, banks can help stimulate the local economy by providing loans to small businesses, which in turn can create jobs and drive growth in the community. Overall, a bank can serve as a valuable resource for residents of Sumter County, FL by providing the financial tools and resources needed to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Sumter County, FL can benefit greatly from the services of an insurance broker. With the county being home to a large population of retirees, many of whom rely on fixed incomes, an insurance broker can help them navigate the complex world of insurance and find affordable coverage that meets their needs. Additionally, with Sumter County being located in Central Florida, residents are at risk for natural disasters such as hurricanes and flooding. An insurance broker can assist residents in obtaining adequate coverage to protect their homes and belongings in the event of a disaster. Overall, an insurance broker can provide invaluable support and guidance to residents of Sumter County, helping them to make informed decisions about their insurance needs and ensuring that they are adequately protected.

Retirement Planning

Residents of Sumter County, FL could greatly benefit from the services of a retirement planner. Sumter County has a large retiree population, with over 50% of its residents aged 65 or older. A retirement planner could assist these individuals in creating a financial plan that ensures they have enough money to cover their expenses throughout retirement. They could also provide guidance on how to maximize Social Security benefits and navigate Medicare and other healthcare options. Additionally, a retirement planner could help residents of Sumter County with estate planning, including wills and trusts, to ensure their assets are distributed according to their wishes. With the help of a retirement planner, residents of Sumter County can feel confident and secure in their financial future.

Wealth Management

Residents of Sumter County, FL could benefit greatly from the services of a wealth manager. With a large retiree population, many residents may have complex financial situations that require expert guidance. A wealth manager can provide personalized investment strategies and help clients navigate tax laws and estate planning. Additionally, Sumter County is home to The Villages, a massive retirement community with over 100,000 residents. A wealth manager can assist these retirees in managing their retirement savings and ensuring they have enough income to support their lifestyle throughout their golden years. Overall, a wealth manager can provide invaluable financial advice and support to residents of Sumter County, FL.

Financial Advisor

Residents of Sumter County, FL can benefit greatly from the services of a financial advisor. With a median household income below the national average and a high poverty rate, many individuals in Sumter County may struggle to manage their finances effectively. A financial advisor can help residents develop a budget, create a savings plan, and invest wisely to ensure long-term financial stability. In addition, with Sumter County being home to a large retired population, a financial advisor can assist with retirement planning and navigating the complexities of Social Security and Medicare. Overall, a financial advisor can provide valuable guidance and support to help residents of Sumter County achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Residents of Sumter County, FL can benefit greatly from the services of a mortgage loan officer. These professionals can help potential homebuyers navigate the complex process of securing a mortgage, and can offer valuable advice on the best types of loans and interest rates available. In particular, residents of Sumter County may benefit from the knowledge and expertise of a mortgage loan officer who is familiar with the unique real estate market in the area. For example, Sumter County is home to a large retiree population, which may require different types of financing options than younger homebuyers. A mortgage loan officer can help retirees understand their options and find the best loan for their needs. Additionally, Sumter County has a growing economy, which may lead to an increase in demand for housing. A mortgage loan officer can help residents take advantage of this trend by securing financing for new home purchases or refinancing existing mortgages at more favorable rates.

Tax Services

Residents of Sumter County, FL can benefit from the guidance of a tax advisor in many ways. One of the most common ways is by ensuring that they are taking advantage of all the tax breaks available to them. For example, Sumter County is home to The Villages, one of the largest retirement communities in the world. A tax advisor can help residents navigate the complex tax laws surrounding retirement income, including Social Security benefits, pensions, and IRA distributions. Additionally, the county's growing population and economy mean that residents may have more complex tax situations, such as owning rental properties or running a small business. A tax advisor can provide valuable advice on how to minimize tax liabilities and maximize deductions in these situations.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Sumter County, FL can provide a comprehensive range of services to ensure that your assets are protected and distributed according to your wishes. From creating wills and trusts to establishing power of attorney and healthcare directives, an estate planning lawyer can help you navigate the complex legal landscape of estate planning. In Sumter County, FL, where the population is rapidly growing and the real estate market is booming, it is especially important to have a solid estate plan in place to protect your assets and ensure that your loved ones are taken care of in the event of your passing. With the help of an experienced estate planning lawyer, you can rest assured that your legacy will be preserved and your wishes will be honored.

Sumter County, FL is the ideal location to acquire the services of an estate planning lawyer. This county boasts of a thriving legal community that is equipped with extensive knowledge and experience in estate planning cases. With its strategic location in the heart of Florida, Sumter County is easily accessible from various parts of the state, making it a convenient location for legal consultations. Additionally, the county is home to a diverse population, which means that estate planning lawyers here have a wealth of knowledge on different cultures and legal systems, enabling them to offer tailored services to clients. Furthermore, Sumter County has a rich history and culture, which has contributed to the development of a unique legal system that is well-suited for estate planning cases. This complexity and diversity make Sumter County the perfect place to find an estate planning lawyer who can provide expert legal advice and representation.