Estate Planning Attorneys in Palm Beach, FL

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List of Firms

Top Palm Beach, FL Estate Planning Law Firms

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Moran & Associates Estate Planning Lawyers
5 out of 5
Location 231 Royal Palm Way, Palm Beach, FL 33480, USA
Phone (561) 779-2029
Language https://moran.law/
Directions
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Deere Law Firm
5 out of 5
Location 1645 Palm Beach Lakes Blvd Ste 1200, West Palm Beach, FL 33401, USA
Phone (561) 515-4376
Language http://www.deere-law.com/
Directions
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The Pyfrom Law Firm
4 out of 5
Location 2101 Vista Pkwy, West Palm Beach, FL 33411, USA
Phone (561) 203-3955
Language http://www.pyfromlawfirm.com/
Directions
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Comiter, Singer, Baseman & Braun, LLP
5 out of 5
Location 3825 PGA Boulevard Suite 701, Palm Beach Gardens, FL 33410, USA
Phone (561) 626-2101
Language http://www.comitersinger.com/?utm_source=GMBlisting&utm_medium=organic
Directions
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The Law Office of Nicole C. Morris, P.A.
5 out of 5
Location DiVosta Financial Towers, 3825 PGA Boulevard Suite 207, Palm Beach Gardens, FL 33410, USA
Phone (561) 659-7790
Language https://www.nmorrislaw.com/
Directions
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The Law Offices of Peter M. Feaman, P.A.
4 out of 5
Location 1200 US-1 Suite F, North Palm Beach, FL 33408, USA
Phone (561) 469-0019
Language https://www.feamanlaw.com/?npcmp=dir:local:4310844:33408
Directions
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Kitroser & Associates: Estate Planning, Elder Law, Probate & Guardianship Attorneys
5 out of 5
Location 631 US-1 Suite 406, North Palm Beach, FL 33408, USA
Phone (561) 721-0600
Language http://www.kitroserlaw.com/
Directions
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Prestige Land & Law, PLLC
4 out of 5
Location 120 Butler St suite b, West Palm Beach, FL 33407, USA
Phone (561) 833-8773
Language http://prestigelandlaw.com/
Directions
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Vassallo, Bilotta & Davis
5 out of 5
Location 2001 Palm Beach Lakes Blvd Suite 204, West Palm Beach, FL 33409, USA
Phone (561) 471-2800
Language https://www.vassallobilotta.com/?utm_source=google&utm_medium=organic&utm_campaign=home_link
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Estate Planning Lawyers in Palm Beach, FL

Where Estate Planners in Palm Beach, FL Serve

Palm Beach, FL is a luxurious town located on a beautiful island off the coast of South Florida. It is known for its lavish mansions, high-end shopping, and pristine beaches. One of the most iconic landmarks in Palm Beach is the historic Breakers Hotel, which was built in 1896 and has hosted numerous celebrities and politicians throughout its history. Other notable landmarks include the Flagler Museum, which is a stunning mansion-turned-museum that showcases the Gilded Age, and the Worth Avenue shopping district, which is home to some of the world's most exclusive brands. As for top employers, Palm Beach is home to a number of wealthy individuals and families who have made their fortunes in industries such as finance, real estate, and technology. Some of the most prominent companies in the area include hedge fund Bridgewater Associates, real estate firm The Related Group, and technology company Magic Leap.

Financial Services Related to Estate Planning in Palm Beach, FL

Banks and Credit Unions

Residents of Palm Beach, FL can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services, such as checking and savings accounts, loans, and credit cards. With the high cost of living in Palm Beach, many residents may need assistance with managing their finances and planning for the future. Additionally, banks can provide a sense of security for residents by offering FDIC-insured deposits and fraud protection services. Specifically, with Palm Beach being a popular destination for retirees, banks can offer specialized services such as retirement planning and investment advice to help residents make the most of their savings. Overall, a bank can be a valuable resource for residents of Palm Beach, FL in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Palm Beach, FL can benefit greatly from the services of an insurance broker. With the area being prone to hurricanes and other natural disasters, an insurance broker can help residents find the right policies to protect their homes and belongings. Additionally, with Palm Beach being a popular tourist destination, insurance brokers can assist residents in finding coverage for their rental properties or vacation homes. A good insurance broker can also help residents navigate the complex world of health insurance, finding the best plans to suit their needs and budget. With so many insurance options available, an insurance broker can provide invaluable guidance and support to residents of Palm Beach, ensuring that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Palm Beach, FL can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized financial plan that takes into account the high cost of living in Palm Beach. With its luxurious lifestyle and expensive real estate, residents of Palm Beach need to carefully plan for their retirement in order to maintain their standard of living. A retirement planner can help residents navigate the complex world of investments, social security benefits, and estate planning to ensure they have a secure financial future. Additionally, a retirement planner can provide guidance on healthcare expenses, which can be particularly important for retirees in Palm Beach, where medical costs are often higher than in other areas. Overall, a retirement planner can be an invaluable resource for Palm Beach residents looking to plan for a financially secure retirement.

Wealth Management

Residents of Palm Beach, FL can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help residents of Palm Beach is by providing guidance on how to manage their wealth in a tax-efficient manner. With Florida being one of the few states with no state income tax, residents of Palm Beach have the opportunity to save a significant amount of money on taxes. A wealth manager can help residents take advantage of this by developing a tax-efficient investment strategy that can help them minimize their tax liabilities. Additionally, with Palm Beach being a popular destination for retirees, a wealth manager can help retirees plan for their retirement and ensure that they have enough income to support their lifestyle throughout their retirement years.

Financial Advisor

Residents of Palm Beach, FL could benefit greatly from the services of a financial advisor. With its reputation as a luxurious and affluent area, many residents may have substantial assets and investments that require expert management. A financial advisor can provide guidance on investment strategies, retirement planning, and tax optimization to ensure that residents are making the most of their financial resources. Additionally, with the high cost of living in Palm Beach, FL, a financial advisor can help residents create a budget and manage their expenses to avoid overspending. Overall, a financial advisor can provide valuable support to residents of Palm Beach, FL in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Palm Beach, FL can benefit greatly from the services of a mortgage loan officer. With the high cost of living and real estate in this affluent community, many residents may need financial assistance to purchase a home or refinance an existing mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best rates and terms, completing paperwork, and understanding the various options available. Additionally, many residents of Palm Beach may be interested in purchasing a second home or investment property, and a mortgage loan officer can provide valuable guidance on these types of transactions. With its beautiful beaches, world-class shopping, and luxurious lifestyle, Palm Beach is a highly desirable place to live, and a mortgage loan officer can help residents achieve their dreams of homeownership.

Tax Services

Residents of Palm Beach, FL can benefit greatly from the advice of a tax advisor. One of the most common ways that a tax advisor can help Palm Beach residents is by providing guidance on how to minimize their tax liability related to their real estate holdings. Palm Beach is known for its luxurious homes and waterfront properties, which can result in substantial property tax bills. A tax advisor can help residents understand the various exemptions and deductions available to them, as well as provide advice on how to structure their real estate transactions to minimize taxes. With the help of a tax advisor, Palm Beach residents can ensure that they are taking full advantage of all available tax benefits and avoiding costly mistakes.

Palm Beach, FL Financial Resources

Palm Beach, FL Chamber of Commerce

https://www.palmbeachchamber.com/

Palm Beach, FL City Hall

https://www.townofpalmbeach.com/

Palm Beach, FL Public Library

http://www.pbclibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Palm Beach, FL can provide a multitude of services to help clients plan for the future of their assets and loved ones. These services may include drafting wills, trusts, and other legal documents, as well as providing guidance on estate tax planning and asset protection strategies. Additionally, estate planning lawyers in Palm Beach, FL may be well-versed in the unique laws and regulations that govern the area, such as those related to beachfront properties and luxury estates. With their burstiness and complexity, these lawyers can help clients navigate the intricacies of estate planning in Palm Beach, FL and ensure that their wishes are carried out in the most effective and efficient way possible.

Palm Beach, FL is undoubtedly the best place to find an estate planning lawyer. The city's affluent population demands a high standard of legal services, and the lawyers in Palm Beach are more than capable of meeting those expectations. With a plethora of law firms and attorneys specializing in estate planning, the competition is fierce, which only benefits the clients. Additionally, Palm Beach's location in Florida, a state with no state income tax and favorable estate tax laws, makes it an attractive destination for wealthy individuals looking to protect their assets. The complexity of estate planning requires a lawyer with a deep understanding of tax laws, trust structures, and asset protection strategies, which the lawyers in Palm Beach possess. Moreover, Palm Beach's vibrant community and rich history provide a unique perspective on estate planning, enabling lawyers to craft personalized plans that reflect their clients' values and aspirations. Overall, Palm Beach's legal community is unparalleled in its expertise, experience, and commitment to providing top-notch estate planning services.