Estate Planning Attorneys in Lake Worth, FL

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List of Firms

Top Lake Worth, FL Estate Planning Law Firms

Fleysher Law Bankruptcy & Debt Attorneys
5 out of 5
Location 631 Lucerne Ave Suite 40, Lake Worth, FL 33460, USA
Phone (561) 944-2943
Directions
Bruce G. Greer, PA
5 out of 5
Location 1611 N Federal Hwy, Lake Worth, FL 33460, USA
Phone (561) 588-3311
Directions
Law Offices Of Larry E. Bray, P.A.
5 out of 5
Location 6415 Lake Worth Rd #209, Lake Worth, FL 33463, USA
Phone (561) 571-8970
Directions
Dreher Law Group
5 out of 5
Location 631 Lucerne Ave Suite 53, Lake Worth, FL 33460, USA
Phone (561) 801-8661
Directions
Boynton Law, P.A.
5 out of 5
Location 1500 Gateway Blvd STE 220, Boynton Beach, FL 33426, USA
Phone (561) 880-0338
Directions
Estate Planning Lawyers in Lake Worth, FL

Where Estate Planners in Lake Worth, FL Serve

Lake Worth, FL is a vibrant and diverse city located in Palm Beach County. This bustling city is home to a variety of landmarks, including the Lake Worth Beach and Pier, the Lake Worth Playhouse, and the Lake Worth Casino Building and Beach Complex. The top employers in the area include Palm Beach State College, JFK Medical Center, and the City of Lake Worth. Major highways and streets in the area include I-95, US-1, and Lake Worth Road. The city is divided into several unique neighborhoods, including Downtown Lake Worth, College Park, and Mango Groves. Each neighborhood offers its own distinct character and charm, making Lake Worth a truly unique and exciting place to call home.

Financial Services Related to Estate Planning in Lake Worth, FL

Banks and Credit Unions

Residents of Lake Worth, FL can benefit from a bank in many ways. For instance, a bank can provide them with financial assistance to purchase a home in the city, which has a diverse and vibrant community with a rich history. Lake Worth is also known for its artistic and cultural scene, with numerous galleries, theaters, and music venues. A bank can help residents access loans to start a business or invest in their education, which can lead to better job opportunities and economic growth for the city. Moreover, a bank can offer various financial products and services, such as savings accounts, credit cards, and online banking, that can help residents manage their finances and achieve their financial goals. Overall, a bank can be a valuable resource for residents of Lake Worth, FL, providing them with the tools and support they need to thrive in this unique and vibrant community.

Insurance Broker

Residents of Lake Worth, FL can benefit greatly from the services of an insurance broker. With the city's proximity to the coast, flood insurance is a must-have for many homeowners. An insurance broker can help residents understand the intricacies of flood insurance and find the best policy to fit their needs and budget. Additionally, with the high cost of healthcare, an insurance broker can assist residents in finding the right health insurance plan that covers their specific needs. With the help of an insurance broker, residents of Lake Worth can have peace of mind knowing they are protected from unexpected events and have the best coverage for their unique situation.

Retirement Planning

Residents of Lake Worth, FL could benefit greatly from the services of a retirement planner. One specific way a retirement planner could help is by providing guidance on how to navigate the high cost of living in the area. Lake Worth, FL is known for its beautiful beaches and warm weather, but it's also known for its high housing costs, which can be a challenge for retirees on a fixed income. A retirement planner could help residents create a budget and develop a plan to manage expenses, as well as provide advice on how to invest wisely to ensure a comfortable retirement. Additionally, a retirement planner could help residents navigate the complex world of Social Security and Medicare, ensuring they receive all the benefits they're entitled to. Overall, the guidance of a retirement planner could make a significant difference in the financial security and quality of life for retirees in Lake Worth, FL.

Wealth Management

Residents of Lake Worth, FL can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and circumstances of each individual. For example, Lake Worth is a city with a high cost of living, so a wealth manager can help residents navigate the challenges of budgeting, saving, and investing in a way that ensures financial stability and security. Additionally, a wealth manager can provide guidance on topics such as retirement planning, estate planning, and tax strategies, all of which are important considerations for residents of Lake Worth looking to build and protect their wealth. By working with a skilled and experienced wealth manager, residents of Lake Worth can gain peace of mind knowing that their financial future is in good hands.

Financial Advisor

Residents of Lake Worth, 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 assisting with retirement planning. With a significant portion of Lake Worth's population being over the age of 65, it is crucial for residents to have a solid plan in place for their retirement years. A financial advisor can help individuals assess their current financial situation, set realistic goals, and develop a strategy to achieve those goals. Additionally, with Lake Worth being a coastal community, many residents may have unique financial considerations related to property ownership and insurance. A financial advisor can provide guidance on these matters and help residents make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Lake Worth, FL can benefit greatly from the help of a mortgage loan officer. One of the most common ways a mortgage loan officer can assist Lake Worth residents is by helping them secure a mortgage to purchase a home in the area. Lake Worth is a popular location for homebuyers due to its beautiful beaches, vibrant arts scene, and diverse community. However, with rising home prices, many residents may struggle to afford a home without the guidance and support of a mortgage loan officer. A loan officer can help residents navigate the complex mortgage application process, find the best mortgage rates, and ensure that they are able to secure a loan that fits their unique financial situation. With the help of a mortgage loan officer, Lake Worth residents can achieve their dream of homeownership and enjoy all that this wonderful community has to offer.

Tax Services

Residents of Lake Worth, FL can benefit greatly from the expertise of a tax advisor. With the city's diverse population and unique economic landscape, a tax advisor can provide personalized guidance on tax planning, preparation, and compliance. Specifically, Lake Worth's large retiree population may benefit from a tax advisor's knowledge on tax-efficient retirement planning strategies. Additionally, with the city's growing number of small businesses, a tax advisor can assist entrepreneurs with tax planning and compliance for their businesses. Overall, a tax advisor can help Lake Worth residents navigate the complex world of taxes and save money in the long run.

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