Estate Planning Attorneys in Neptune Beach, FL

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List of Firms

Top Neptune Beach, FL Estate Planning Law Firms

Public Trust Law
Location 2029 3rd St N, Jacksonville Beach, FL 32250, USA
Phone (904) 247-1972 ext. 420
Directions
Forefront Law
5 out of 5
Location 4465 Baymeadows Rd Suite 3, Jacksonville, FL 32217, USA
Phone (904) 733-9080
Directions
Asbury Law, PA
4 out of 5
Location 5011 Gate Parkway Bldg. 100, Suite 100, Jacksonville, FL 32256, USA
Phone (904) 203-8776
Directions
Law Office of Kimberly Gossett PA
5 out of 5
Location 2850-50 Isabella Blvd, Jacksonville Beach, FL 32250, USA
Phone (904) 372-0185
Directions
Baron Bartlett, P.A. / Bartlett Title Services, LLC
4 out of 5
Location 822 A1A N Suite 102, Ponte Vedra Beach, FL 32082, USA
Phone (904) 285-9993
Directions
Hayden Law
4 out of 5
Location 1301 Penman Rd # F, Jacksonville Beach, FL 32250, USA
Phone (904) 247-9033
Directions
Gleason Hope Law, P.A.
4 out of 5
Location 2029 3rd St N, Jacksonville Beach, FL 32250, USA
Phone (904) 515-0909
Directions
Coplan-Gardner & Gardner PA
5 out of 5
Location 320 1st St N STE 710, Jacksonville Beach, FL 32250, USA
Phone (904) 270-0077
Directions
Matthew C. Bothwell
5 out of 5
Location 310 3rd St, Neptune Beach, FL 32266, USA
Phone (904) 351-6640
Directions
MAX STORY LAW
5 out of 5
Location 328 2nd Ave N, Jacksonville Beach, FL 32250, USA
Phone (904) 372-4109
Directions
Sean Mason
5 out of 5
Location 330 A1A N UNIT 323, Ponte Vedra Beach, FL 32082, USA
Phone (904) 565-1421
Directions
Susan L. Hartman, PLLC
Location 420 Osceola Ave Suite B, Jacksonville Beach, FL 32250, USA
Phone (904) 705-7355
Directions
Duane C. Romanello, P.A.
5 out of 5
Location 1919 Blanding Blvd, Jacksonville, FL 32210, USA
Phone (904) 384-1441
Directions
The Eikner Firm
5 out of 5
Location 2029 3rd St N, Jacksonville Beach, FL 32250, USA
Directions
Mason Law Firm, P.A.
5 out of 5
Location 330 A1A N UNIT 323, Ponte Vedra Beach, FL 32082, USA
Phone (904) 565-1421
Directions
The Hinson Law Firm, P.A.
4 out of 5
Location 300 W Adams St Suite 500, Jacksonville, FL 32202, USA
Phone (904) 901-4809
Directions
Law Office Of Douglas A. Oberdorfer, P.A.
5 out of 5
Location 432 E Monroe St 2nd Floor, Jacksonville, FL 32202, USA
Phone (904) 638-5862
Directions
Law Office Of Courtney Walters, Esquire
4 out of 5
Location 302 3rd St, Neptune Beach, FL 32266, USA
Phone (904) 429-4755
Directions
Dan W Armstrong Law Offices PA
4 out of 5
Location 1400 Marsh Landing Pkwy Suite 108, Jacksonville Beach, FL 32250, USA
Phone (904) 280-0058
Directions
Law Office Of Courtney Walters
4 out of 5
Location 302 3rd St STE 2, Neptune Beach, FL 32266, USA
Phone (904) 429-4755
Directions
Simpson & Paull, P.L.
5 out of 5
Location 1326 3rd St S Ste 2, Jacksonville Beach, FL 32250, USA
Phone (904) 249-7288
Directions
James W. Middleton, PLLC
Location 3948 3rd St S Ste 292, Jacksonville Beach, FL 32250, USA
Phone (904) 770-3911
Directions
Estate Planning Lawyers in Neptune Beach, FL

Where Estate Planners in Neptune Beach, FL Serve

Neptune Beach, FL is a charming coastal city located in Duval County. The city boasts several landmarks, including the Jacksonville Beach Pier, which offers stunning views of the Atlantic Ocean and is a popular spot for fishing and surfing. Neptune Beach is also home to Jarboe Park, a beautiful green space with picnic areas, playgrounds, and sports fields. Top employers in the area include Baptist Health, Mayo Clinic, and the Duval County Public School system. The city is conveniently located near major highways, including I-295 and I-95, making it easy to travel to other parts of Florida. Neptune Beach is made up of several unique neighborhoods, each with its own character and charm. Some of the most popular neighborhoods include Beaches Town Center, which is known for its trendy shops and restaurants, and Oceanwood, a quiet residential area located just a few blocks from the beach. Overall, Neptune Beach is a vibrant and thriving community that offers something for everyone.

Financial Services Related to Estate Planning in Neptune Beach, FL

Banks and Credit Unions

Residents of Neptune Beach, FL would be helped by a bank in several ways. Firstly, a bank would provide them with a secure place to deposit their money and earn interest on their savings. This is especially important for the residents of Neptune Beach, FL, who live in a coastal community that is vulnerable to natural disasters such as hurricanes. Secondly, a bank would offer them various financial services such as loans, credit cards, and mortgages, which would help them to manage their finances better. For instance, residents could take out a mortgage to buy a home in Neptune Beach, FL, which is known for its beautiful beaches and laid-back lifestyle. Lastly, a bank would provide them with access to online banking services, making it easier for them to manage their accounts and pay bills from anywhere in the world.

Insurance Broker

Residents of Neptune Beach, FL can greatly benefit from the services of an insurance broker. With the city being located on the Atlantic coast, residents may be at a higher risk for damage caused by hurricanes and tropical storms. An insurance broker can help residents find the right coverage to protect their homes and belongings in the event of a natural disaster. Additionally, with Neptune Beach being a popular tourist destination, residents who rent out their homes or properties on platforms like Airbnb may need specialized insurance coverage to protect against any potential liability issues. An insurance broker can help residents navigate these complex insurance needs and find the best policies to fit their unique situations.

Retirement Planning

Residents of Neptune Beach, FL can greatly benefit from the guidance of a retirement planner. With its beautiful beaches and small-town charm, Neptune Beach is a popular retirement destination for many. A retirement planner can help residents navigate the complexities of retirement planning, including managing their finances, creating a retirement income plan, and ensuring their assets are protected. Additionally, a retirement planner can provide valuable advice on healthcare options, such as Medicare, which is particularly important for the aging population in Neptune Beach. By working with a retirement planner, residents of Neptune Beach can have peace of mind knowing that they are prepared for their golden years.

Wealth Management

Residents of Neptune Beach, FL can benefit greatly from the services of a wealth manager. A wealth manager can help individuals and families in Neptune Beach to create a comprehensive financial plan that takes into account their unique goals and circumstances. For example, a wealth manager can help residents of Neptune Beach who may be impacted by the high cost of living in the area. With the help of a wealth manager, residents can develop a budget that allows them to save for retirement, pay off debt, and achieve their financial goals. Additionally, a wealth manager can provide guidance on investment strategies that can help residents grow their wealth over time. Overall, a wealth manager can be a valuable resource for anyone in Neptune Beach who wants to take control of their finances and build a secure financial future.

Financial Advisor

Residents of Neptune Beach, FL can benefit greatly from the expertise of a financial advisor. With its close proximity to the beach and growing population, Neptune Beach offers a unique lifestyle that requires careful financial planning. A financial advisor can help residents create a budget, plan for retirement, and invest wisely. They can also provide guidance on purchasing a home or starting a business in the area. With the high cost of living in Neptune Beach, a financial advisor can help residents make the most of their money and achieve their financial goals.

Mortgage Loan Officer

Residents of Neptune Beach, FL would greatly benefit from the assistance of a mortgage loan officer in several ways. For one, a mortgage loan officer can help residents navigate the complex and often confusing process of securing a mortgage loan. This is particularly important in Neptune Beach, where the housing market can be highly competitive and fast-moving. Additionally, a mortgage loan officer can help residents find the best possible rates and terms for their mortgage, which can save them thousands of dollars over the life of their loan. Finally, a mortgage loan officer can provide valuable guidance and support throughout the entire home buying process, from pre-approval to closing. Overall, working with a mortgage loan officer can be a major asset for anyone looking to buy a home in Neptune Beach.

Tax Services

Residents of Neptune Beach, FL can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help individuals in Neptune Beach, FL to understand the tax laws and regulations that apply to their unique financial situation. They can also assist in preparing and filing tax returns, ensuring that all deductions and credits are properly claimed. Additionally, a tax advisor can help residents of Neptune Beach, FL to plan for their future tax liabilities and provide guidance on how to minimize their tax burden. With the help of a tax advisor, individuals in Neptune Beach, FL can make informed decisions about their finances and ensure that they are in compliance with all applicable tax laws.

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