Estate Planning Attorneys in Ocoee, FL

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List of Firms

Top Ocoee, FL Estate Planning Law Firms

Law Office of Stephen D. Dunegan, P.A.
Location 55 N Dillard St, Winter Garden, FL 34787, USA
Phone (407) 654-9455
Directions
The Closing Agent, Inc.
4 out of 5
Location 356 Moore Rd, Ocoee, FL 34761, USA
Phone (407) 425-2400
Directions
Isbel Law, P.A.
5 out of 5
Location Suite #120, Raintree Building, 310 S Dillard St, Winter Garden, FL 34787, USA
Phone (407) 877-7115
Directions
Sawyer & Sawyer Professional Association
5 out of 5
Location 8913 Conroy Windermere Rd, Orlando, FL 32835, USA
Phone (407) 909-1900
Directions
Giles & Robinson, P.A.
5 out of 5
Location 445 W Colonial Dr, Orlando, FL 32804, USA
Phone (407) 425-3591
Directions
C.J. Hilliard Law, P.A.
5 out of 5
Location 102 E Maple St Suite A, Winter Garden, FL 34787, USA
Phone (407) 225-0452
Directions
The Pyles Law Firm, P.A.
4 out of 5
Location 1313 E Plant St, Winter Garden, FL 34787, USA
Phone (407) 298-7077
Directions
The Kaplan Firm
5 out of 5
Location 7635 Ashley Park Ct #503-V, Orlando, FL 32835, USA
Phone (407) 494-6701
Directions
Young's Law Firm, P.A.
5 out of 5
Location 60 E 5th St, Apopka, FL 32703, USA
Phone (407) 278-7177
Directions
Jessica Langley Lowe, PA
5 out of 5
Location 161 S Boyd St Suite 100, Winter Garden, FL 34787, USA
Phone (352) 404-4076
Directions
The Ort Law Firm
5 out of 5
Location 1305 E Plant St, Winter Garden, FL 34787, USA
Phone (407) 656-4500
Directions
Johnson Blair M
4 out of 5
Location 425 S Dillard St, Winter Garden, FL 34787, USA
Phone (407) 656-5521
Directions
Jackson Law PA
5 out of 5
Location 5401 S Kirkman Rd #310, Orlando, FL 32819, USA
Phone (407) 477-5046
Directions
Estate Planning Lawyers in Ocoee, FL

Where Estate Planners in Ocoee, FL Serve

Nestled in the heart of Orange County, Ocoee, FL is a bustling city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Ocoee Lakeshore Center to the historic Withers-Maguire House, Ocoee is home to a variety of architectural wonders that showcase the city's rich culture and heritage. When it comes to top employers, Ocoee has a diverse range of industries, including healthcare, education, and retail. Some of the city's largest employers include Health Central Hospital, West Orange Healthcare District, and the City of Ocoee. As for major highways and streets, Ocoee is conveniently located near several major thoroughfares, including the Florida Turnpike, State Road 408, and State Road 50. These highways provide easy access to popular destinations like Walt Disney World, Universal Studios, and downtown Orlando.

Financial Services Related to Estate Planning in Ocoee, FL

Banks and Credit Unions

Residents of Ocoee, FL can benefit from a bank in several ways. For instance, a bank can help them save money and invest in their future. It can also provide them with loans to buy a home, start a business, or pay for education. Additionally, a bank can offer financial advice and planning services to help residents make informed decisions about their money. In particular, Ocoee, FL residents can benefit from a bank that understands the unique needs of their community, such as the impact of hurricanes and tropical storms on their finances. By working with a local bank, residents can receive personalized support and solutions that are tailored to their specific circumstances.

Insurance Broker

Residents of Ocoee, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, an insurance broker can help residents find the right coverage for their homes and properties. Additionally, with the growing population and traffic congestion in Ocoee, an insurance broker can assist residents in finding affordable and comprehensive auto insurance policies. Furthermore, an insurance broker can provide guidance and support in navigating the complexities of healthcare insurance, which is especially important in a state like Florida where healthcare costs can be high. Overall, an insurance broker can be a valuable resource for residents of Ocoee, FL, helping them to secure the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Ocoee, FL could greatly benefit from the assistance of a retirement planner. With a population that is predominantly made up of middle-aged and older adults, many individuals may be approaching retirement age without a clear plan in place. A retirement planner can help residents of Ocoee navigate the complex world of retirement planning and ensure that they are prepared for the future. This could include providing guidance on how to save for retirement, understanding Social Security benefits, and developing a comprehensive retirement income strategy. For those in Ocoee who may be facing unique challenges, such as caring for aging parents or navigating healthcare costs, a retirement planner can also provide tailored advice and support. Overall, a retirement planner can be an invaluable resource for residents of Ocoee who want to ensure a secure and comfortable retirement.

Wealth Management

Residents of Ocoee, FL can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing personalized financial planning and investment advice. Ocoee, FL is a growing city with a diverse population, and a wealth manager can help residents navigate the complexities of the financial world and develop a customized plan that meets their unique needs and goals. Whether it's saving for retirement, planning for a child's education, or managing debt, a wealth manager can provide expert guidance and support. Additionally, a wealth manager can help residents stay informed about the latest market trends and investment opportunities, ensuring that they are making informed decisions that align with their long-term financial goals.

Financial Advisor

Residents of Ocoee, FL can benefit from the guidance of a financial advisor in a variety of ways. With a median household income of $65,000, many families in Ocoee could use assistance in creating a budget and managing their expenses. Additionally, Ocoee is located in Orange County, which has a higher cost of living compared to other areas in Florida. This means that residents may need help with investing and saving for retirement, as well as creating a plan for paying off any debt they may have. A financial advisor can also provide guidance on purchasing a home or starting a business, which are both common goals for residents of Ocoee. Overall, a financial advisor can help Ocoee residents navigate their financial goals and make informed decisions about their money.

Mortgage Loan Officer

Residents of Ocoee, FL can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by assisting residents in securing a home loan to purchase a property in Ocoee. With its growing economy, Ocoee is a great place to invest in a home, and a mortgage loan officer can help make that dream a reality. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or to consolidate debt. With the help of a knowledgeable and experienced mortgage loan officer, residents of Ocoee can navigate the complex world of home financing with confidence and ease.

Tax Services

Residents of Ocoee, FL can greatly benefit from the services of a tax advisor. With the city's growing population and diverse business landscape, navigating the tax code can be a daunting task for many individuals and small business owners. A tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. Additionally, they can provide guidance on how to properly report income from rental properties, which is particularly relevant in Ocoee where the real estate market is booming. A tax advisor can also help residents navigate the complexities of state and local taxes, ensuring compliance with all applicable laws and regulations. By working with a tax advisor, residents of Ocoee can feel confident that their financial affairs are in order and that they are maximizing their tax savings.

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