Estate Planning Attorneys in Coconut Creek, FL

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List of Firms

Top Coconut Creek, FL Estate Planning Law Firms

Law Offices of Tara David, P.A.
5 out of 5
Location 6810 N State Rd 7 Suite 116, Coconut Creek, FL 33073, USA
Phone (954) 951-7274
Directions
Law Offices of Samantha J. Fitzgerald, P.A.
5 out of 5
Location 300 S Pine Island Rd Suite 109, Plantation, FL 33324, USA
Phone (954) 580-3690
Directions
Luzim Ronald A
5 out of 5
Location 5531 N University Dr Suite 101, Coral Springs, FL 33067, USA
Phone (954) 755-1500
Directions
David W Evoy Law Office
Location 6810 Lyons Technology Pkwy #145, Coconut Creek, FL 33073, USA
Phone (954) 425-0700
Directions
Stachel Law Planning, PLLC
5 out of 5
Location 2933 W Cypress Creek Rd #201, Fort Lauderdale, FL 33309, USA
Phone (754) 223-1125
Directions
The Legacy Law Firm
5 out of 5
Location 7401 Wiles Rd, Coral Springs, FL 33067, USA
Phone (954) 999-9683
Directions
Law Offices of Rina Feld
5 out of 5
Location 6919 SW 18th St Suite 201 Suite 201, Boca Raton, FL 33432, USA
Phone (561) 600-8843
Directions
Estate Planning Lawyers in Coconut Creek, FL

Where Estate Planners in Coconut Creek, FL Serve

Coconut Creek, FL is a vibrant city located in the heart of Broward County. This bustling community is home to a variety of landmarks that showcase the city's rich history and culture. From the Seminole Casino Coconut Creek to the Butterfly World, there is no shortage of things to see and do in this exciting city. Top employers in the area include the Seminole Casino Coconut Creek, the Coconut Creek Police Department, and Broward Health North. These companies provide a range of employment opportunities for residents, making Coconut Creek a great place to live and work. Major highways and streets in Coconut Creek include the Florida Turnpike, Sample Road, and Lyons Road. These thoroughfares make it easy for residents to commute to work or explore the surrounding area. Neighborhoods in Coconut Creek are diverse and offer something for everyone. From the upscale community of Winston Park to the family-friendly neighborhood of Coconut Creek Estates, there is a wide range of housing options available.

Financial Services Related to Estate Planning in Coconut Creek, FL

Banks and Credit Unions

Residents of Coconut Creek, FL would greatly benefit from the services provided by a bank. One of the most common ways a bank can help is by providing loans for home ownership. With the high cost of living in South Florida, many residents struggle to save enough money for a down payment on a home. A bank can provide financing options and guidance to help residents achieve their dream of homeownership. Additionally, banks can offer financial planning services to help residents save for their future and invest wisely. This is especially important for retirees in Coconut Creek, who make up a significant portion of the population. With the help of a bank, residents can secure their financial futures and achieve their goals.

Insurance Broker

Residents of Coconut Creek, FL can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents of Coconut Creek is by finding them the best insurance policies that meet their specific needs. With a broker's expertise, residents can be assured that they are getting the best coverage for their homes, cars, and businesses. Furthermore, Coconut Creek is known for its tropical climate, which can lead to frequent hurricanes and other natural disasters. An insurance broker can help residents find policies that provide adequate coverage for these types of events, giving them peace of mind during the storm season. Overall, an insurance broker can be an invaluable resource for residents of Coconut Creek, helping them navigate the complex insurance industry and find the best policies to protect their assets.

Retirement Planning

Residents of Coconut Creek, FL could benefit greatly from the services of a retirement planner. With a population that is largely made up of retirees, many individuals in Coconut Creek are likely to be looking for guidance on how to make the most of their retirement savings. A retirement planner can help residents of Coconut Creek to develop a personalized financial plan that takes into account their unique goals and circumstances. This might include strategies for maximizing Social Security benefits, minimizing taxes, and managing investment risk. Additionally, a retirement planner can help residents of Coconut Creek to navigate the complex world of healthcare and long-term care planning, which can be especially important for older adults who may require more specialized care as they age. By working with a retirement planner, residents of Coconut Creek can feel more confident in their financial future and enjoy a more secure and fulfilling retirement.

Wealth Management

Residents of Coconut Creek, FL can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by developing a personalized financial plan that aligns with their long-term goals and objectives. A wealth manager can help residents of Coconut Creek navigate the complexities of the financial world and make informed decisions regarding their investments, retirement planning, and estate planning. Additionally, a wealth manager can provide guidance on tax-efficient investment strategies, which can be especially helpful for residents of Coconut Creek, where the median household income is higher than the national average. With a wealth manager's help, residents of Coconut Creek can feel confident that their financial future is secure and that they are making the most of their hard-earned money.

Financial Advisor

Residents of Coconut Creek, FL can benefit greatly from the guidance of a financial advisor. With a median household income of $60,000, many individuals may be unsure of how to properly manage their finances. A financial advisor can help residents create a budget, save for retirement, and invest wisely. Additionally, Coconut Creek is home to a large retirement community, with over 20% of the population being over the age of 65. A financial advisor can assist these individuals in creating a retirement plan that ensures they have enough money to live comfortably during their golden years. Overall, a financial advisor can provide invaluable assistance to residents of Coconut Creek, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Coconut Creek, FL can benefit from the expertise of a mortgage loan officer in a variety of ways. For starters, a loan officer can help residents navigate the complex and often confusing world of home financing. They can provide guidance on the different types of loans available, as well as the pros and cons of each option. Additionally, a loan officer can help residents understand the unique real estate market in Coconut Creek, FL. With its desirable location and growing population, the housing market in Coconut Creek can be competitive and fast-paced. A mortgage loan officer can provide valuable insights into the local market and help residents make informed decisions about their home financing needs.

Tax Services

Residents of Coconut Creek, FL could benefit greatly from the services of a tax advisor. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in the state of Florida, which can be particularly daunting for those who are not familiar with them. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities and maximize deductions, which can be especially helpful for residents who are self-employed or own their own businesses. Furthermore, a tax advisor can help residents with estate planning, retirement planning, and other financial matters that can have a significant impact on their financial well-being. Overall, working with a tax advisor can provide residents of Coconut Creek with the peace of mind and financial security they need to thrive in today's economy.

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