Estate Planning Attorneys in Marion County, FL

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List of Firms

Top Marion County, FL Estate Planning Law Firms

Hollander Law
5 out of 5
Location 225 NE 8th Ave, Ocala, FL 34470, USA
Phone (352) 406-2092
Language https://hollander-law.com/
Directions
Bogin, Munns & Munns, P.A.
4 out of 5
Location 1396 NE 20th Ave #400, Ocala, FL 34470, USA
Phone (352) 292-1710
Language https://www.boginmunns.com/ocala-personal-injury-lawyer/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing-ocala
Directions
Bogin, Munns & Munns, P.A.
4 out of 5
Location 8564 E County Rd 466 #102, The Villages, FL 32162, USA
Phone (352) 329-3987
Language https://www.boginmunns.com/the-villages-estate-planning-lawyer/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing-the-villages
Directions
Janet W. Behnke, P.A.
4 out of 5
Location 500 NE 8th Ave, Ocala, FL 34470, USA
Phone (352) 732-6464
Language http://behnkelaw.net/
Directions
Jonathan P. Culver, PA
4 out of 5
Location 2145 NE 2nd St, Ocala, FL 34470, USA
Phone (352) 401-5688
Language https://jculverlaw.com/
Directions
Norm D Fugate Attorney At Law
4 out of 5
Location 248 NW Main St, Williston, FL 32696, USA
Phone (352) 528-0019
Directions
Bullard Law Firm, P.A.
4 out of 5
Location 121 NW 3rd St, Ocala, FL 34475, USA
Phone (352) 732-5900
Language https://bullardlawocala.com/
Directions
Piccin & Glynn
5 out of 5
Location 320 NW 3rd Ave, Ocala, FL 34478, USA
Phone (352) 558-8480
Language https://www.ocalapersonalinjury.law/?npcmp=dir:local:1050100:34478
Directions
Laird Law PA
5 out of 5
Location 1027 E Fort King St, Ocala, FL 34471, USA
Phone (352) 325-2519
Language http://www.lairdlawpa.com/
Directions
Shigo Law Firm Pa: Shigo Lynne M
5 out of 5
Location 2801 SW College Rd STE 1, Ocala, FL 34474, USA
Phone (352) 369-3476
Language https://www.shigolaw.com/about/
Directions
McGraw Rauba & Mutarelli
4 out of 5
Location 35 SE 1st Ave Suite 102, Ocala, FL 34471, USA
Phone (352) 789-6520
Language https://www.lawmrm.com/
Directions
Shanta Matthews Attorney at Law, PLLC
5 out of 5
Location 108 N Magnolia Ave STE 600, Ocala, FL 34475, USA
Phone (352) 421-8722
Language http://www.smatthewslaw.com/
Directions
Millhorn Elder Law Planning Group, PLLC
4 out of 5
Location 11031 US-301 Ste 103, Oxford, FL 34484, USA
Phone (352) 753-9333
Language https://www.millhornlaw.com/
Directions
Trow, Dobbins & Pisani, P.A.
5 out of 5
Location 1301 NE 14th St, Ocala, FL 34470, USA
Phone (352) 369-8830
Language http://www.ocalalawfirm.com/
Directions
Robert Stermer Law Office
5 out of 5
Location 7480 SW State Rd 200, Ocala, FL 34476, USA
Phone (352) 261-0672
Language http://www.robertstermerlaw.com/
Directions
Bullock Law Firm, PLLC
5 out of 5
Location 1000 NE 6th Blvd, Williston, FL 32696, USA
Phone (352) 528-4060
Language http://bulllawflorida.com/
Directions
Estate Planning Lawyers in Marion County, FL

Where Estate Planners in Marion County, FL Serve

Marion County, Florida, is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Ocala Downtown Square to the sprawling Silver Springs State Park, Marion County is a treasure trove of natural beauty and cultural significance. The county is home to several top employers, including Lockheed Martin, Munroe Regional Medical Center, and the Marion County School Board, providing ample job opportunities for residents. The major highways and streets that run through the county, such as I-75, US-301, and SR-40, make travel convenient and accessible. The neighborhoods in Marion County are as diverse as its residents, with everything from historic homes in the Ocala Historic District to modern developments like Heath Brook and Fore Ranch. Whether you're looking for a quiet suburban community or a bustling urban center, Marion County has something for everyone.

Financial Services Related to Estate Planning in Marion County, FL

Banks and Credit Unions

Residents of Marion 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. A bank can also provide financial education and resources to help residents manage their money more effectively. Specifically, Marion County is known for its strong agricultural industry, and a bank can offer specialized services to farmers and ranchers, such as loans for equipment and land purchases. Additionally, a bank can support the local economy by investing in small businesses and providing job opportunities. Overall, a bank can play a crucial role in the financial well-being of residents in Marion County, FL.

Insurance Broker

Residents of Marion County, FL can benefit greatly from the services of an insurance broker. With a population of over 365,000, Marion County is home to a diverse range of individuals with varying insurance needs. An insurance broker can help residents navigate the complex world of insurance, from finding the best coverage for their home or vehicle to securing health insurance or life insurance. Additionally, Marion County is known for its high number of retirees, who may require specialized insurance options such as long-term care insurance or Medicare supplement plans. An experienced insurance broker can help these individuals find the right coverage to meet their unique needs and budget. Overall, an insurance broker can be a valuable resource for residents of Marion County, providing them with peace of mind and protection against life's unexpected events.

Retirement Planning

Residents of Marion County, FL can benefit greatly from the services of a retirement planner. With a large retired population, the county's residents face unique challenges in terms of financial planning and security. A retirement planner can help navigate the complex world of retirement savings and investments, ensuring that residents have a solid plan in place for their golden years. Additionally, with the county's high rate of home ownership, a retirement planner can assist in developing strategies for managing property taxes and other expenses. With the guidance of a skilled retirement planner, residents of Marion County can feel confident and secure in their financial future.

Wealth Management

Residents of Marion County, FL can benefit from the expertise of a wealth manager in many ways. One of the most common ways is through investment advice and asset allocation. With a wealth manager's guidance, residents can make informed decisions about how to grow and protect their wealth, taking into account their unique financial goals and risk tolerance. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that apply to their investments, ensuring that they are maximizing their returns while minimizing their tax liability. In Marion County, FL, where the economy is largely driven by agriculture and tourism, a wealth manager can also provide specialized advice on investing in these industries, as well as in local real estate and small businesses. Overall, a wealth manager can help residents of Marion County, FL achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Marion County, FL would greatly benefit from the services of a financial advisor in a number of ways. For example, with the county's growing population, many individuals and families may be unsure of how to navigate the local economy and make sound financial decisions. A financial advisor can provide guidance on everything from budgeting and saving to investing and retirement planning, helping residents to achieve their financial goals and secure their futures. Additionally, with Marion County being home to a number of retirees and seniors, a financial advisor can provide specialized advice on managing retirement accounts, maximizing Social Security benefits, and planning for long-term care needs. Overall, a financial advisor can be an invaluable resource for residents of Marion County, helping them to make informed decisions and achieve financial stability.

Mortgage Loan Officer

Residents of Marion County, FL can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of home financing, including the different types of loans available, interest rates, and payment options. One specific way that a mortgage loan officer can help residents of Marion County is by providing guidance on the unique real estate market in the area. With a population of over 365,000 people, Marion County is home to a diverse range of neighborhoods and housing options. A mortgage loan officer can help residents find the right loan for their specific needs, whether they are looking to purchase a home in a rural area or a more urban setting. Additionally, they can provide valuable insights into the local real estate market, including trends in home prices and the availability of financing options. Overall, working with a mortgage loan officer can help residents of Marion County make informed decisions about their home financing, ensuring that they get the best possible deal and are able to achieve their homeownership goals.

Tax Services

Residents of Marion County, FL can benefit greatly from the expertise of a tax advisor. With Marion County being home to a diverse range of industries, including agriculture, healthcare, and tourism, residents may have unique tax needs that require specialized knowledge. A tax advisor can assist with tax planning, ensuring that residents are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on complex tax issues, such as estate planning or business taxes. With the ever-changing tax laws and regulations, a tax advisor can help residents stay informed and compliant. Overall, a tax advisor can provide valuable assistance to residents of Marion County, FL in navigating the complex world of taxes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Marion County, FL can provide a wide range of services to help clients protect and manage their assets. These services may include drafting wills and trusts, creating powers of attorney, establishing healthcare directives, and developing strategies for minimizing estate taxes. One particularly unique aspect of estate planning in Marion County is the prevalence of rural and agricultural land holdings. A skilled estate planning attorney can provide specialized guidance on how to protect and transfer these types of assets, which may involve complex legal structures such as conservation easements or family limited partnerships. Additionally, the lawyer can advise on how to navigate the specific requirements and regulations of Marion County's zoning and land use laws. Overall, working with an estate planning lawyer in Marion County can help ensure that clients' assets are protected and distributed according to their wishes.

Marion County, FL is undoubtedly the prime location to seek an estate planning lawyer. With its rich history and diverse community, the county offers a unique blend of legal expertise and personalized attention that cannot be found elsewhere. The county boasts a thriving legal industry, with a plethora of experienced lawyers who specialize in estate planning. Additionally, the county's legal system is renowned for its efficiency and effectiveness, ensuring that clients receive the best possible representation. Furthermore, Marion County's legal professionals are well-versed in the intricacies of Florida's estate planning laws, ensuring that clients receive comprehensive and accurate advice. With its commitment to excellence and personalized attention, Marion County is the ideal location for anyone seeking an estate planning lawyer.