Estate Planning Attorneys in Marion County, FL

We did the hard work of finding trustworthy partners in Marion County, FL. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

As Seen In

List of Firms

Top Marion County, FL Estate Planning Law Firms

Hollander Law
5 out of 5
Location 225 NE 8th Ave, Ocala, FL 34470, USA
Phone (352) 406-2092
McGraw Rauba & Mutarelli
4 out of 5
Location 35 SE 1st Ave Suite 102, Ocala, FL 34471, USA
Phone (352) 789-6520
Shanta Matthews Attorney at Law, PLLC
5 out of 5
Location 108 N Magnolia Ave STE 600, Ocala, FL 34475, USA
Phone (352) 421-8722
Bullard Law Firm, P.A.
4 out of 5
Location 121 NW 3rd St, Ocala, FL 34475, USA
Phone (352) 732-5900
Millhorn Elder Law Planning Group, PLLC
4 out of 5
Location 11031 US-301 Ste 103, Oxford, FL 34484, USA
Phone (352) 753-9333
Jonathan P. Culver, PA
4 out of 5
Location 2145 NE 2nd St, Ocala, FL 34470, USA
Phone (352) 401-5688
Trow, Dobbins & Pisani, P.A.
5 out of 5
Location 1301 NE 14th St, Ocala, FL 34470, USA
Phone (352) 369-8830
Bogin, Munns & Munns, P.A.
4 out of 5
Location 1396 NE 20th Ave #400, Ocala, FL 34470, USA
Phone (352) 292-1710
Robert Stermer Law Office
5 out of 5
Location 7480 SW State Rd 200, Ocala, FL 34476, USA
Phone (352) 261-0672
Bogin, Munns & Munns, P.A.
4 out of 5
Location 8564 E County Rd 466 #102, The Villages, FL 32162, USA
Phone (352) 329-3987
Janet W. Behnke, P.A.
4 out of 5
Location 500 NE 8th Ave, Ocala, FL 34470, USA
Phone (352) 732-6464
Piccin & Glynn
5 out of 5
Location 320 NW 3rd Ave, Ocala, FL 34478, USA
Phone (352) 558-8480
Bullock Law Firm, PLLC
5 out of 5
Location 1000 NE 6th Blvd, Williston, FL 32696, USA
Phone (352) 528-4060
Laird Law PA
5 out of 5
Location 1027 E Fort King St, Ocala, FL 34471, USA
Phone (352) 325-2519
Shigo Law Firm Pa: Shigo Lynne M
5 out of 5
Location 2801 SW College Rd STE 1, Ocala, FL 34474, USA
Phone (352) 369-3476
Norm D Fugate Attorney At Law
4 out of 5
Location 248 NW Main St, Williston, FL 32696, USA
Phone (352) 528-0019
Estate Planning Lawyers in Marion County, FL

Where Estate Planners in Marion County, FL Serve

Marion County is located in the state of Florida. The county seat is Ocala, and other major cities include Dunnellon and Belleview. Some of the major landmarks in Marion County include the Ocala National Forest, Silver Springs, and Rainbow Springs. The top employers in Marion County are health care providers, government agencies, and retail businesses. Major highways and streets in Marion County include I-75, U.S. 441, and State Road 40. Some of the neighborhoods in Marion County include Fort King Acres, Golden Ocala Golf & Equestrian Club, and Spruce Creek Preserve.

Financial Services Related to Estate Planning in Marion County, FL

Banks and Credit Unions

Banks have a variety of services that they can provide to Marion County, FL residents in order to help them manage their finances. Some of these services include check cashing, money orders, bill payment, and wire transfers. Banks can also offer financial counseling and education to their customers, which can help them better understand their finances and make better choices with their money.

Insurance Broker

Insurance brokers provide a wide range of services to Marion County, FL residents. They can help you find the best insurance policy for your needs, and they can also help you file claims and get the money you deserve if something happens. Brokers are also experts on insurance law, and they can help you understand your rights as an insured person. If you have any questions or concerns about your policy, your broker is the best person to talk to.

Retirement Planning

Residents of Marion County, FL can benefit from retirement planning in a number of ways. One important way to prepare for retirement is to make sure you have enough saved up. According to recent studies, the average person needs about eight times their annual salary saved up by the time they retire in order to maintain their standard of living. Another key element of retirement planning is making sure your investments are well-diversified. This means investing in a variety of assets such as stocks, bonds, and real estate, so that if one investment performs poorly, you still have others that will offset those losses. Finally, its important to stay healthy so you can enjoy your retirement years! Eating right and exercising regularly are two essential components of a healthy lifestyle.

Wealth Management

Residents of Marion County, FL can benefit from wealth management services in a number of ways. Wealth management services can help residents save money, make sound investments, and plan for the future. By working with a wealth manager, residents can get personalized advice that is tailored to their specific needs and goals.

Financial Advisor

Marion County, FL residents have many options when it comes to financial advisors. Financial advisors can provide a variety of services, including budgeting and money management, retirement planning, investing, and estate planning. It is important to choose a financial advisor who is right for you and your needs. Some things to consider when choosing a financial advisor include experience, fees, services offered, and clientele served.

Mortgage Loan Officer

Mortgage loan officers provide a wide variety of services to Marion County, FL residents. These services include helping people find the best mortgage rates and terms, helping them through the loan application process, and helping them understand their mortgage statement each month. Loan officers can also help homeowners refinance their mortgages or get a home equity line of credit.

Tax Services

Tax accountants in Marion County, FL provide a wide range of services to help residents with their taxes. These services include preparing and filing tax returns, providing advice on how to reduce taxes, and representing clients during audits. Many tax accountants are also certified public accountants, which means they have passed a rigorous exam and met other requirements.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs