Estate Planning Attorneys in Boca Raton, FL

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List of Firms

Top Boca Raton, FL Estate Planning Law Firms

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Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
4 out of 5
Location 2101 Corporate Blvd NW STE 107, Boca Raton, FL 33431, USA
Phone (561) 998-7847
Directions
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Legacy Life Plan, LLC
5 out of 5
Location 1900 Glades Rd Suite 600-07, Boca Raton, FL 33431, USA
Phone (561) 562-1517
Directions
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Lisa I. Glassman, P.A.
5 out of 5
Location 20283 FL-7 Suite 400, Boca Raton, FL 33498, USA
Phone (561) 447-6676
Directions
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Andrew Hodes, P.A.
5 out of 5
Location 6751 N Federal Hwy Suite 200, Boca Raton, FL 33487, USA
Phone (561) 507-1111
Directions
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The Presser Law Firm, P.A.
5 out of 5
Location 6830 N Federal Hwy, Boca Raton, FL 33487, USA
Phone (561) 953-1050
Directions
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Law Office Of Audra Simovitch
4 out of 5
Location 1200 N Federal Hwy, Boca Raton, FL 33432, USA
Phone (561) 210-8464
Directions
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Weiss, Handler & Cornwell, PA
5 out of 5
Location 2255 Glades Rd Suite 205E, Boca Raton, FL 33431, USA
Phone (888) 361-6745
Directions
Estate Planning Lawyers in Boca Raton, FL

Where Estate Planners in Boca Raton, FL Serve

Boca Raton, FL is a vibrant city located in Palm Beach County, known for its beautiful beaches, upscale shopping, and luxurious lifestyle. The city is home to several landmarks, including the Boca Raton Resort & Club, Mizner Park, and the Gumbo Limbo Nature Center. The top employers in Boca Raton include Office Depot, ADT Security Services, and Cancer Treatment Centers of America. The city is easily accessible via major highways such as I-95 and the Florida Turnpike, as well as major streets like Federal Highway and Yamato Road. Boca Raton is comprised of several distinct neighborhoods, including Downtown Boca, Boca West, and the Boca Raton Country Club. With its stunning natural beauty, world-class amenities, and thriving business community, Boca Raton is a must-visit destination for anyone seeking the perfect blend of relaxation and excitement.

Financial Services Related to Estate Planning in Boca Raton, FL

Banks and Credit Unions

Residents of Boca Raton, FL can benefit from a bank in a variety of ways. For example, many banks offer mortgages and home equity loans that can help residents purchase or renovate their homes. Boca Raton is a popular retirement destination, so many banks also offer retirement planning services to help residents save for their golden years. Additionally, Boca Raton has a thriving business community, and banks can provide small business loans and other financial services to help entrepreneurs grow their businesses. Finally, banks in Boca Raton can provide a range of personal banking services, including checking and savings accounts, credit cards, and online banking tools to help residents manage their finances more effectively.

Insurance Broker

Residents of Boca Raton, FL would greatly benefit from the services of an insurance broker. With the city's high cost of living and proximity to the ocean, residents face unique risks that require specialized coverage. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their specific needs and budget. For example, with the threat of hurricanes and flooding, residents may need additional coverage for their homes and belongings. An insurance broker can help them understand their options and select the right policies to protect their assets. Additionally, with the city's large population of retirees, an insurance broker can help seniors find affordable health insurance plans and understand their Medicare options. Overall, an insurance broker can provide valuable guidance and peace of mind to residents of Boca Raton, FL.

Retirement Planning

Residents of Boca Raton, FL can benefit greatly from the services of a retirement planner. With its high cost of living and large retirement community, Boca Raton presents unique challenges for those planning for their golden years. A retirement planner can help residents navigate the complex world of retirement savings and investment options, ensuring they have a solid financial plan in place for their future. Additionally, a retirement planner can provide guidance on healthcare costs and long-term care options, which are particularly important considerations for seniors in Boca Raton. Overall, a retirement planner can provide peace of mind and help residents of Boca Raton plan for a financially secure and fulfilling retirement.

Wealth Management

Residents of Boca Raton, FL can benefit greatly from the services of a wealth manager. With its reputation as a wealthy retirement community, many residents have accumulated significant assets and require guidance on how to manage and grow their wealth. A wealth manager can provide personalized investment strategies tailored to the unique needs and goals of each individual. In addition, Boca Raton is known for its high cost of living, and a wealth manager can help residents navigate the financial challenges of living in such an affluent area. Whether it's planning for retirement, managing investments, or creating a comprehensive financial plan, a wealth manager can provide invaluable support to residents of Boca Raton, helping them achieve financial security and peace of mind.

Financial Advisor

Residents of Boca Raton, FL can benefit greatly from the expertise of a financial advisor. As a city with a high cost of living, many residents may struggle with managing their finances and planning for the future. A financial advisor can provide guidance on budgeting, saving for retirement, and investing wisely. Additionally, with Boca Raton being a popular retirement destination, a financial advisor can help retirees navigate the complex world of Social Security, Medicare, and other retirement benefits. Overall, a financial advisor can provide peace of mind for residents of Boca Raton, knowing that their financial future is in good hands.

Mortgage Loan Officer

Residents of Boca Raton, FL can benefit greatly from the expertise of a mortgage loan officer. One of the most common ways a loan officer can help is by providing guidance on the various mortgage options available to residents in the area. With the high cost of living in Boca Raton, finding a mortgage that fits within a resident's budget can be challenging. A loan officer can help residents navigate the complex mortgage process and find the best loan options that suit their financial needs. Additionally, with Boca Raton's thriving real estate market, a loan officer can provide valuable advice on buying and selling property. Whether it's refinancing an existing mortgage or securing a new loan, a mortgage loan officer can provide the necessary support and guidance to ensure residents make informed decisions about their financial future.

Tax Services

Residents of Boca Raton, FL can benefit greatly from the expertise of a tax advisor. With its high cost of living and affluent population, Boca Raton presents unique challenges when it comes to tax planning and compliance. A tax advisor can help residents navigate the complex tax laws and regulations that apply to high-net-worth individuals and business owners in the area. They can also provide guidance on tax-efficient investment strategies, estate planning, and charitable giving. By working with a tax advisor, residents of Boca Raton can ensure that they are taking advantage of all available tax deductions and credits, minimizing their tax liability, and avoiding costly mistakes that could result in penalties or audits.

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