Estate Planning Attorneys in Indian River County, FL

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List of Firms

Top Indian River County, FL Estate Planning Law Firms

Charles H Sanford Law Office PL
5 out of 5
Location 3003 Cardinal Dr suite b, Vero Beach, FL 32963, USA
Phone (772) 492-1695
Directions
Law Offices of Jacobs & Jacobs, P.A.
4 out of 5
Location 1935 32nd Ave, Vero Beach, FL 32960, USA
Phone (772) 562-7979
Directions
Block & Scarpa
5 out of 5
Location 601 21st St Suite 401, Vero Beach, FL 32960, USA
Phone (772) 794-1918
Directions
Gould Cooksey Fennell
5 out of 5
Location 979 Beachland Blvd, Vero Beach, FL 32963, USA
Phone (772) 231-1100
Directions
Rooney & Rooney
5 out of 5
Location 1517 20th St, Vero Beach, FL 32960, USA
Phone (772) 778-5400
Directions
Lulich & Attorneys
5 out of 5
Location 1612 20th St, Vero Beach, FL 32960, USA
Phone (772) 589-5500
Directions
Carolyn Butler Norton, Esq.
5 out of 5
Location 2770 Indian River Blvd #309, Vero Beach, FL 32960, USA
Phone (772) 257-5751
Directions
Law Offices of Jennifer D. Peshke, P.A.
5 out of 5
Location 956 20th St, Vero Beach, FL 32960, USA
Phone (772) 231-1233
Directions
Dill & Evans
5 out of 5
Location 1565 US-1, Sebastian, FL 32958, USA
Phone (772) 589-1522
Directions
Lulich & Attorneys
5 out of 5
Location 1069 Main St, Sebastian, FL 32958, USA
Phone (772) 589-5500
Directions
James P Covey Law Offices
5 out of 5
Location 1575 Indian River Blvd c, Vero Beach, FL 32960, USA
Phone (772) 770-6160
Directions
Campione, Campione & Leonard, P.A.
5 out of 5
Location N., 4445 Florida A1A #110, Vero Beach, FL 32963, USA
Phone (772) 978-9582
Directions
Kulas Law Group
5 out of 5
Location 2770 Indian River Blvd #321, Vero Beach, FL 32960, USA
Phone (772) 778-8481
Directions
Robin Lloyd & Associates, P.A.
4 out of 5
Location 5089 Florida A1A #100, Vero Beach, FL 32963, USA
Phone (772) 234-5500
Directions
Kevin MacWilliam, P.A.
4 out of 5
Location 1826 14th Ave #102, Vero Beach, FL 32960, USA
Phone (772) 564-6112
Directions
Rossway Swan Tierney Barry & Oliver, P.L.
5 out of 5
Location 2101 Indian River Blvd #200, Vero Beach, FL 32960, USA
Phone (772) 231-4440
Directions
Lawn & LeBlanc Law Group
5 out of 5
Location 5070 Florida A1A #221, Vero Beach, FL 32963, USA
Phone (772) 231-1212
Directions
Glenn B. Grevengoed, P.A.
5 out of 5
Location 3730 7th Terrace STE 202, Vero Beach, FL 32960, USA
Phone (772) 234-5600
Directions
Attorney Tyler G. Puttick | Real Estate Lawyer | Rossway Swan
5 out of 5
Location 2101 Indian River Blvd Suite 200, Vero Beach, FL 32960, USA
Phone (772) 231-4440
Directions
Samuel A. Block
5 out of 5
Location 1515 Indian River Blvd Suite A-220, Vero Beach, FL 32960, USA
Phone (772) 794-1918
Directions
Marie S Conforti Law Offices
5 out of 5
Location 2770 Indian River Blvd # 310, Vero Beach, FL 32960, USA
Phone (772) 257-0421
Directions
David F. Albrecht, P.A.
4 out of 5
Location 2012 28th Ave, Vero Beach, FL 32960, USA
Phone (772) 567-3424
Directions
Collins Brown Barkett, Chartered
4 out of 5
Location 756 Beachland Blvd, Vero Beach, FL 32963, USA
Phone (772) 231-4343
Directions
Lauer Law, P.A.
5 out of 5
Location 3426 Ocean Dr, Vero Beach, FL 32963, USA
Phone (772) 234-4200
Directions
The Chesnutt Law Firm
5 out of 5
Location 1201 19th Pl Suite B403, Vero Beach, FL 32960, USA
Phone (772) 492-3330
Directions
Estate Planning Lawyers in Indian River County, FL

Where Estate Planners in Indian River County, FL Serve

Indian River County, located in the heart of Florida's Treasure Coast, is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the pristine beaches of Vero Beach to the lush greenery of Sebastian, this county offers something for everyone. One of the most iconic landmarks in Indian River County is the Vero Beach Museum of Art, which boasts an impressive collection of American art and hosts a variety of exhibits throughout the year. Other notable landmarks include the McKee Botanical Garden, the Sebastian Inlet State Park, and the Indian River Lagoon. When it comes to employment opportunities, Indian River County is home to several top employers, including Piper Aircraft, Indian River Medical Center, and the School District of Indian River County. These companies offer a range of jobs in fields such as aviation, healthcare, and education.

Financial Services Related to Estate Planning in Indian River County, FL

Banks and Credit Unions

Residents of Indian River County, FL could benefit from a bank in several ways. Firstly, banks can provide financial assistance to those who need it, such as loans for home or car purchases. Additionally, banks offer services like checking and savings accounts, which can help residents manage their money more effectively. In Indian River County, where tourism is a major industry, banks can also offer foreign currency exchange services to help visitors from other countries. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their finances. Overall, having a bank in Indian River County can provide a variety of valuable services and support to its residents.

Insurance Broker

Residents of Indian River County, FL can benefit greatly from the services of an insurance broker. With the county being home to a large retirement community, many individuals may be looking for Medicare supplement plans or long-term care insurance. Additionally, with the area being prone to hurricanes and flooding, homeowners insurance is a must-have for many residents. An insurance broker can help residents navigate the often-complicated world of insurance policies and find the best coverage for their specific needs and budget. They can also provide valuable advice on how to mitigate risks and protect themselves and their property from potential disasters. Overall, an insurance broker can be a valuable resource for residents of Indian River County, FL looking to secure their financial future and protect their assets.

Retirement Planning

Residents of Indian River County, FL can greatly benefit from the services of a retirement planner. With a high percentage of retirees in the area, a retirement planner can help these individuals navigate the complex world of retirement planning, including managing Social Security benefits, creating a budget, and investing wisely. Additionally, a retirement planner can assist with estate planning and provide guidance on long-term care options, which is particularly important in Indian River County where the population is aging. By working with a retirement planner, residents of Indian River County can feel confident in their financial future and enjoy their golden years without financial stress.

Wealth Management

Residents of Indian River County, FL could benefit greatly from the services of a wealth manager. With its high median household income and large retiree population, many individuals in the county have significant assets that require careful management and planning. A skilled wealth manager can help residents create a comprehensive financial plan that takes into account their unique circumstances, including factors such as local tax laws and the cost of living in the area. Additionally, a wealth manager can provide guidance on investment strategies that are tailored to the specific needs and goals of Indian River County residents, such as those who may be looking to invest in local real estate or support local businesses. Overall, working with a wealth manager can provide peace of mind and help residents achieve their financial objectives, whatever they may be.

Financial Advisor

Residents of Indian River County, FL can benefit greatly from the guidance of a financial advisor. With a population of over 150,000 people, Indian River County is a thriving community with a diverse range of financial needs. A financial advisor can help residents create a budget, invest in their future, and plan for retirement. Additionally, with the county's booming real estate market, financial advisors can assist with purchasing a home or investment property. With the unique challenges and opportunities presented by living in Indian River County, a financial advisor can provide invaluable advice and support to help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Indian River County, FL can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home or refinance an existing mortgage. In Indian River County, where the median home value is $250,000, a mortgage loan officer can provide valuable guidance on the best loan options available to meet the unique needs of each individual. Additionally, with the county's population growth rate of 1.5% per year, a mortgage loan officer can assist with the increasingly competitive housing market by offering pre-approvals and providing advice on how to make a strong offer. Overall, a mortgage loan officer can be a valuable asset to residents in Indian River County looking to achieve their dream of homeownership.

Tax Services

Residents of Indian River County, FL can benefit greatly from the services of a tax advisor. One of the most common ways they can be helped is by receiving guidance on how to navigate the complex tax laws and regulations specific to the state of Florida. For example, many residents may not be aware of the state's homestead exemption, which can provide significant tax savings for homeowners. Additionally, with Indian River County's thriving tourism industry, a tax advisor can help residents who own rental properties understand the tax implications of renting out their homes to visitors. By working with a tax advisor, residents can ensure they are taking advantage of all available tax credits and deductions, while also avoiding costly mistakes that could lead to penalties or audits.

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