Estate Planning Attorneys in Jacksonville, FL

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List of Firms

Top Jacksonville, FL Estate Planning Law Firms

Law Offices of Mark F. Moss, PLLC
5 out of 5
Location 12276 San Jose Blvd Suite 520, Jacksonville, FL 32223, USA
Phone (904) 329-7242
Language http://www.markmosslaw.com/
Directions
Owenby Law, P.A.
4 out of 5
Location 6136 Atlantic Blvd, Jacksonville, FL 32211, USA
Phone (904) 770-3141
Language https://www.owenbylaw.com/?utm_source=gmb&utm_medium=organic&utm_campaign=Jacksonville
Directions
Heekin Law
4 out of 5
Location 4540 Southside Blvd Suite 302, Jacksonville, FL 32216, USA
Phone (904) 355-7000
Language http://heekinlaw.com/
Directions
King & Mannion, P.A.
5 out of 5
Location 2219 Park St, Jacksonville, FL 32204, USA
Phone (904) 387-9886
Language http://www.candyceking.com/
Directions
Wilkerson Law, PLLC
5 out of 5
Location 2720 Park St Suite 204, Jacksonville, FL 32205, USA
Phone (904) 483-3844
Language http://wilkersonlawoffice.com/
Directions
Legacy Planning Law Group
5 out of 5
Location 3430 Kori Rd Suite 4, Jacksonville, FL 32257, USA
Phone (904) 880-5554
Language https://legacyplanninglawgroup.com/
Directions
Rock Solid Law & Title
5 out of 5
Location 220 Ponte Vedra Park Dr Suite 280, Ponte Vedra Beach, FL 32082, USA
Phone (904) 241-1113
Language http://www.rocksolidlaw.com/
Directions
Estate Planning Lawyers in Jacksonville, FL

Where Estate Planners in Jacksonville, FL Serve

Jacksonville, FL is a vibrant city located in the northeastern part of the state. It is home to a variety of landmarks, including the Jacksonville Landing, the Friendship Fountain, and the Riverside Arts Market. The city is also home to a number of top employers, including CSX Corporation, Baptist Health, and the Mayo Clinic. Major highways and streets in Jacksonville include I-95, I-10, and US-1. The city is divided into a number of unique neighborhoods, each with its own distinct character and charm. These include Riverside, San Marco, and Avondale. Despite its size and complexity, Jacksonville is a welcoming and friendly city that offers something for everyone.

Financial Services Related to Estate Planning in Jacksonville, FL

Banks and Credit Unions

Residents of Jacksonville, FL can benefit greatly from the services provided by a bank. For instance, a bank can help residents with their financial needs, such as opening a checking or savings account, obtaining a loan to purchase a home or car, or investing in a retirement account. Additionally, banks can provide valuable resources and advice to help residents manage their finances and plan for the future. In Jacksonville, FL, where the economy is heavily influenced by the military, banking institutions can also offer specialized services to military members and their families, such as low-interest loans and financial education programs. Overall, a bank can be a valuable partner for residents of Jacksonville, FL in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Jacksonville, FL can benefit greatly from the expertise of an insurance broker. With the city's proximity to the coast, residents may face unique insurance needs related to hurricanes and flooding. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that fits their specific needs and budget. Additionally, an insurance broker can provide valuable advice on how to minimize risk and protect assets, such as homes and vehicles. Overall, working with an insurance broker can give residents of Jacksonville peace of mind knowing they have the right coverage in place for their unique circumstances.

Retirement Planning

Residents of Jacksonville, FL can greatly benefit from the expertise of a retirement planner. With a growing population of retirees in the area, a retirement planner can help individuals navigate the various retirement options available to them, such as Social Security, pensions, and 401(k) plans. Additionally, a retirement planner can provide guidance on how to maximize retirement income and make informed investment decisions. One specific aspect of Jacksonville that a retirement planner can address is the impact of hurricanes on retirement plans. With the city being prone to hurricanes, a retirement planner can help residents ensure that their retirement plans are protected and have contingencies in place in case of a natural disaster. Overall, a retirement planner can provide peace of mind and help residents of Jacksonville plan for a comfortable and secure retirement.

Wealth Management

Residents of Jacksonville, FL can benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Jacksonville to better understand their financial goals and create a plan to achieve them. This is especially important in a city like Jacksonville, which has a diverse economy and a range of industries, from healthcare to logistics. Additionally, a wealth manager can help Jacksonville residents navigate the complexities of tax planning, estate planning, and retirement planning, ensuring that they are making the most of their financial resources. Finally, a wealth manager can provide guidance on investment strategies that are tailored to the unique needs and risk tolerance of each client, helping them to grow and protect their wealth over the long term.

Financial Advisor

Residents of Jacksonville, FL can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized plan for saving and investing. This is especially important in Jacksonville, where the cost of living is relatively high compared to other cities in Florida. A financial advisor can help residents navigate the housing market, plan for retirement, and save for unexpected expenses. Additionally, with Jacksonville being a coastal city, a financial advisor can also provide guidance on how to protect assets from potential natural disasters such as hurricanes. Overall, a financial advisor can provide invaluable support to residents of Jacksonville in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Jacksonville, FL can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in finding the best mortgage rates and terms that fit their specific financial situation. This is particularly important for Jacksonville residents as the city is known for its diverse population and varying income levels. Additionally, a mortgage loan officer can help residents navigate the complex mortgage application process, which can be daunting for first-time homebuyers. They can also provide valuable advice on the different types of mortgage products available and which ones are best suited for each individual's needs. Overall, a mortgage loan officer can help residents of Jacksonville achieve their dream of homeownership while ensuring they make informed decisions that will benefit them in the long run.

Tax Services

Residents of Jacksonville, FL could benefit greatly from the guidance of a tax advisor. With a population of over 900,000 people, there are a multitude of tax laws and regulations that can be overwhelming to navigate alone. A tax advisor can assist with everything from filing tax returns to providing advice on how to minimize tax liability. Additionally, Jacksonville is home to many small businesses and entrepreneurs who can also benefit from the expertise of a tax advisor. They can provide guidance on payroll taxes, deductions, and other financial matters that can help small businesses thrive in the competitive Jacksonville market. Overall, a tax advisor can help residents of Jacksonville, FL save both time and money by ensuring they are in compliance with tax laws and regulations.

Jacksonville, FL Financial Resources

Jacksonville, FL Chamber of Commerce

https://jaxchamber.com/

Jacksonville, FL City Hall

https://www.coj.net/

Jacksonville, FL Public Library

https://jaxpubliclibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Jacksonville, FL can provide a variety of services to ensure that your assets are protected and distributed according to your wishes. From drafting 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 Jacksonville, FL, estate planning lawyers may also specialize in addressing unique challenges faced by residents of the area, such as the potential impact of hurricanes and other natural disasters on estate plans. With their bursty and complex approach, estate planning lawyers in Jacksonville, FL can help you create a comprehensive plan that accounts for both your current and future needs, ensuring that your legacy is protected for generations to come.

Jacksonville, FL is the ideal place to find an estate planning lawyer due to its diverse legal landscape and extensive resources. With a population of over 900,000, the city boasts a robust legal community that includes a range of highly skilled attorneys specializing in estate planning. Additionally, Jacksonville is home to several prestigious law schools, such as Florida Coastal School of Law and the University of Florida Levin College of Law, which attract top legal talent to the area. Furthermore, the city's proximity to major financial centers and wealth management firms provides estate planning lawyers with access to valuable resources and networking opportunities. Whether you're seeking to create a will, establish a trust, or navigate complex tax laws, Jacksonville's legal community has the expertise and resources to help you achieve your estate planning goals.