Estate Planning Attorneys in Palm Beach Gardens, FL

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List of Firms

Top Palm Beach Gardens, FL Estate Planning Law Firms

Law Offices of Adelina Ruiz, P.A.
SEC File# 801-56310
CRD# 109352
5 out of 5
Location 800 Village Square Crossing, Palm Beach Gardens, FL 33410, USA
Phone (561) 402-7060
Directions
The Law Offices of Peter M. Feaman, P.A.
4 out of 5
Location 1200 US-1 Suite F, North Palm Beach, FL 33408, USA
Phone (561) 469-0019
Directions
Boyes, Farina & Matwiczyk
3 out of 5
Location 3300 PGA Boulevard #600, Palm Beach Gardens, FL 33410, USA
Phone (561) 694-7979
Directions
Stephanie M. Zachary Law Offices, PA
Location 11360 Jog Rd #102, Palm Beach Gardens, FL 33418, USA
Phone (561) 366-2237
Directions
Mathison Whittles, LLP
5 out of 5
Location 5606 PGA Boulevard SUITE 211, Palm Beach Gardens, FL 33418, USA
Phone (561) 624-2001
Directions
Cummings & Lockwood LLC
Location Seacoast Banking Centre, 3001 PGA Boulevard Suite 104, Palm Beach Gardens, FL 33410, USA
Phone (561) 214-8500
Directions
The Law Office of Nicole C. Morris, P.A.
5 out of 5
Location DiVosta Financial Towers, 3825 PGA Boulevard Suite 207, Palm Beach Gardens, FL 33410, USA
Phone (561) 659-7790
Directions
Feldenkreis Law, PLLC
Location 4440 PGA Boulevard Suite #600, Palm Beach Gardens, FL 33410, USA
Phone (561) 444-8353
Directions
Agnini Law
5 out of 5
Location 4440 PGA Boulevard Suite #600, Palm Beach Gardens, FL 33410, USA
Phone (561) 231-0106
Directions
Jeff Zane Attorney At Law
4 out of 5
Location 7108 Fairway Dr #150, Palm Beach Gardens, FL 33418, USA
Phone (561) 627-1277
Directions
Estate Planning Lawyers in Palm Beach Gardens, FL

Where Estate Planners in Palm Beach Gardens, FL Serve

Palm Beach Gardens, FL is a vibrant city located in the heart of Palm Beach County. It is home to several notable landmarks, including the Gardens Mall, Downtown at the Gardens, and the PGA National Resort and Spa. The city is also renowned for its world-class golf courses, such as the PGA National Golf Club and the Old Palm Golf Club. In terms of top employers, Palm Beach Gardens boasts a diverse economy with major companies such as Lockheed Martin, Dycom Industries, and TBC Corporation. The city is also home to several healthcare providers, including Palm Beach Gardens Medical Center and Jupiter Medical Center. Major highways and streets in the area include I-95, the Florida Turnpike, PGA Boulevard, and Military Trail. These thoroughfares provide easy access to other cities in the region, such as West Palm Beach and Jupiter. Palm Beach Gardens is comprised of several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Palm Beach Gardens, FL

Banks and Credit Unions

Residents of Palm Beach Gardens, FL would be helped by a bank in several ways. Firstly, a bank can offer various financial products and services such as checking and savings accounts, loans, and credit cards. This can help residents manage their finances efficiently and plan for their future. Additionally, a bank can provide investment advice and wealth management services to help residents grow their wealth. Furthermore, a bank can offer convenient online banking and mobile apps to make banking easier and more accessible for residents. Specifically for Palm Beach Gardens, FL, a bank can assist with financing for the numerous golf courses and country clubs in the area, as well as provide loans for home renovations and upgrades to withstand hurricane season. Overall, a bank can be a valuable resource for residents of Palm Beach Gardens, FL to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Palm Beach Gardens, FL can benefit greatly from the services of an insurance broker. The city is known for its high-end lifestyle, with many residents owning expensive homes, cars, and other assets. An insurance broker can help these individuals find the right coverage to protect their valuable possessions from damage or loss. Additionally, Palm Beach Gardens is located in an area that is prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate the complex world of flood and hurricane insurance, ensuring that they have the coverage they need to protect their homes and belongings in the event of a disaster. Overall, an insurance broker can provide invaluable assistance to residents of Palm Beach Gardens, helping them to protect their assets and achieve peace of mind.

Retirement Planning

Residents of Palm Beach Gardens, FL could benefit from a retirement planner in a variety of ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This is especially important in Palm Beach Gardens, where the cost of living is higher than the national average and many retirees may need to stretch their savings further. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, all of which can help residents of Palm Beach Gardens achieve a more secure and comfortable retirement. By working with a retirement planner, residents can feel confident that they are making informed decisions and taking the necessary steps to achieve their retirement goals.

Wealth Management

Residents of Palm Beach Gardens, FL could benefit from the services of a wealth manager in a number of ways. One of the most common is by helping them make informed decisions about their investments and financial planning. With the area's high cost of living and many affluent residents, there is a greater need for effective wealth management services. A wealth manager can help residents navigate the complex financial landscape of the region and provide guidance on how to grow and protect their assets. In addition, they can help with tax planning and estate planning, which are important considerations for anyone with significant wealth. By working with a wealth manager, residents of Palm Beach Gardens can gain peace of mind knowing that their financial future is in good hands.

Financial Advisor

Residents of Palm Beach Gardens, FL can benefit greatly from the guidance of a financial advisor. With the city's high cost of living, many residents may struggle to save and invest for their future. A financial advisor can help residents create a personalized financial plan that takes into account their unique circumstances and goals. They can also provide advice on investments, retirement planning, and tax strategies. Additionally, with Palm Beach Gardens being a popular retirement destination, a financial advisor can help retirees navigate the complexities of Social Security, Medicare, and other retirement benefits. Overall, a financial advisor can provide invaluable assistance to residents of Palm Beach Gardens, helping them achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Palm Beach Gardens, FL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, including helping residents secure loans for purchasing a new home, refinancing an existing mortgage, or obtaining funds for home renovations. With the high cost of living in Palm Beach Gardens, FL, many residents may struggle to save enough money for a down payment on a home. A mortgage loan officer can help guide residents through the loan application process and find the best financing options available to them. Additionally, with the frequent hurricanes and tropical storms that impact the area, a mortgage loan officer can help residents obtain insurance to protect their homes from potential damage.

Tax Services

Residents of Palm Beach Gardens, FL can benefit greatly from the advice of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to maximize tax deductions specific to the area. For example, Palm Beach Gardens has a high number of retirees and second-home owners, which means there may be unique deductions available for property taxes and healthcare expenses. Additionally, a tax advisor can help residents navigate the complex tax laws surrounding investments, including capital gains and losses. With the help of a tax advisor, residents of Palm Beach Gardens can feel confident that they are taking advantage of all available tax benefits and minimizing their tax liability.

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