Estate Planning Attorneys in Manatee County, FL

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List of Firms

Top Manatee County, FL Estate Planning Law Firms

Reid & Agee, PLLC
4 out of 5
Location 3633 26th St W, Bradenton, FL 34205, USA
Phone (941) 756-8791
Directions
Mackey Law Group, P.A.
5 out of 5
Location 1402 3rd Ave W, Bradenton, FL 34205, USA
Phone (941) 746-6225
Directions
Bart Scovill, PLC
5 out of 5
Location 8031 Cooper Creek Blvd Suite 101, Bradenton, FL 34201, USA
Phone (941) 365-2253
Directions
Affordable Attorney Gerling Law Group Chartered
5 out of 5
Location 6148 FL-70 E, Bradenton, FL 34203, USA
Phone (941) 756-6600
Directions
Estate Planning Lawyers in Manatee County, FL

Where Estate Planners in Manatee County, FL Serve

Manatee County, located on the west coast of Florida, is a vibrant and diverse community with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beaches of Anna Maria Island to the historic downtown district of Bradenton, Manatee County offers something for everyone. Landmarks in Manatee County include the South Florida Museum, which houses the world-renowned Parker Manatee Aquarium, and the DeSoto National Memorial, a tribute to the Spanish explorer who landed in Tampa Bay in 1539. The Manatee Riverwalk, a scenic walkway along the Manatee River, offers stunning views of the water and downtown Bradenton. Top employers in Manatee County include Tropicana, the world's largest producer of branded fruit juices, and the Manatee County School District, which employs over 6,000 people. Other major employers include the Manatee Memorial Hospital, Lakewood Ranch Medical Center, and Bealls Inc., a retail chain headquartered in Bradenton.

Financial Services Related to Estate Planning in Manatee County, FL

Banks and Credit Unions

Residents of Manatee County, FL can benefit from a bank in many ways. Firstly, a bank provides a safe and secure place for residents to store their money. This is especially important in Manatee County, which is known for its high rate of tourists and retirees. A bank can also help residents with loans and credit, whether it's for a new car or to start a small business. Additionally, many banks offer financial planning services to help residents save for their future and plan for retirement. With the help of a bank, residents of Manatee County can feel confident in their financial decisions and have peace of mind knowing their money is in good hands.

Insurance Broker

Residents of Manatee County, FL can benefit greatly from the services of an insurance broker. With the county being located on the Gulf of Mexico, many residents may be in need of flood insurance to protect their homes from potential storm surges and heavy rainfall. Additionally, with the county's population of retirees, many may require specialized health insurance plans that cater to their unique needs. An insurance broker can assist residents in finding the right policies to fit their individual circumstances and provide guidance on navigating the complex world of insurance. Furthermore, with the county's thriving tourism industry, business owners may require liability insurance to protect themselves and their assets. An insurance broker can help business owners find the right coverage to protect against potential lawsuits and other risks. Overall, an insurance broker can be an invaluable resource for residents of Manatee County, FL in finding the right insurance policies to fit their individual needs and protect against potential risks.

Retirement Planning

Residents of Manatee County, FL can greatly benefit from the services of a retirement planner. With a large population of retirees in the area, a retirement planner can provide guidance on how to maximize social security benefits, create a sustainable retirement income, and navigate the complexities of Medicare and other healthcare options. Additionally, with the high cost of living in the area, a retirement planner can assist in creating a personalized savings plan to ensure financial security in the later years. Manatee County, FL is known for its beautiful beaches and warm climate, making it an attractive location for retirees. A retirement planner can help residents make the most of their retirement years in this picturesque community.

Wealth Management

Residents of Manatee County, FL could greatly benefit from the services of a wealth manager. With its growing population and diverse economy, the county presents unique financial challenges that require expert guidance. A wealth manager can help residents navigate the local real estate market, which has been experiencing rapid growth in recent years. They can also provide advice on retirement planning, investment strategies, and tax planning, all of which are crucial for long-term financial stability. Additionally, a wealth manager can help residents manage their wealth during times of economic uncertainty, such as the recent COVID-19 pandemic. By working with a wealth manager, residents of Manatee County can achieve their financial goals and secure a brighter future for themselves and their families.

Financial Advisor

Residents of Manatee County, FL can benefit greatly from the guidance of a financial advisor. With its beautiful beaches and growing economy, Manatee County is a desirable place to live, but it also has its unique challenges. A financial advisor can help residents navigate these challenges by providing personalized financial planning and investment advice. For example, Manatee County has a high cost of living compared to other areas in Florida, and a financial advisor can help residents create a budget and investment plan that takes this into account. Additionally, with the county's large retirement population, a financial advisor can assist with retirement planning and maximizing Social Security benefits. By working with a financial advisor, residents of Manatee County can gain peace of mind knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Manatee County, FL would greatly benefit from the expertise of a mortgage loan officer. With a population of over 400,000 people, Manatee County is a popular place to live and work. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially challenging in a competitive housing market like Manatee County. They can also advise on the best loan options for each individual's unique financial situation, taking into account factors like credit score and income. Additionally, a mortgage loan officer can provide guidance on the various local programs available to assist first-time homebuyers in Manatee County, such as down payment assistance programs. Overall, the knowledge and support of a mortgage loan officer can make the dream of homeownership a reality for many residents of Manatee County.

Tax Services

Residents of Manatee County, FL can benefit greatly from the expertise of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that are specific to the state of Florida and Manatee County. For example, Florida has no state income tax, but there are still various taxes and fees that residents must pay, such as property taxes and sales taxes. A tax advisor can help residents understand these taxes and how to minimize their tax liability. Additionally, Manatee County has unique tax incentives for businesses, such as the Economic Development Ad Valorem Tax Exemption, which a tax advisor can help businesses take advantage of. Overall, a tax advisor can provide valuable guidance and support to residents of Manatee County, FL in managing their taxes and finances.

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