Estate Planning Attorneys in Venice, FL

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List of Firms

Top Venice, FL Estate Planning Law Firms

Hall & Rheingans, PL - Elder & Estate Planning Lawyers
5 out of 5
Location 1314 E Venice Ave, Venice, FL 34285, USA
Phone (941) 412-9000
Directions
Cornish David R
Location 355 W Venice Ave #2004, Venice, FL 34285, USA
Phone (941) 483-4246
Directions
Daily, Montfort & Toups Venice, Florida Estate Planning Lawyer
5 out of 5
Location 249 Nokomis Ave S, Venice, FL 34285, USA
Phone (941) 698-6500
Directions
Bates-Buchanan & Savitsky Law Group, P.A.
Location 333 S Tamiami Trail Suite 298, Venice, FL 34285, USA
Directions
Alison Leffew, Attorney at Law
5 out of 5
Location 333 S Tamiami Trail Suite 274, Venice, FL 34285, USA
Phone (941) 200-1898
Directions
Snyder & Reilly, Trial Lawyers
4 out of 5
Location 355 W Venice Ave, Venice, FL 34285, USA
Phone (941) 485-9626
Directions
Marc J. Soss, Esquire
5 out of 5
Location 2070 Ringling Blvd, Sarasota, FL 34237, USA
Phone (941) 928-0310
Directions
Bechtold Daniel A
Location 240 Nokomis Ave S # 200, Venice, FL 34285, USA
Phone (941) 488-7751
Directions
Horlick & Corbridge, P.A.
4 out of 5
Location 1314 E Venice Ave # D, Venice, FL 34285, USA
Phone (941) 484-5656
Directions
Susan E. Gregory, Legacy Lawyer
3 out of 5
Location 871 Venetia Bay Blvd Ste 203, Venice, FL 34285, USA
Phone (941) 486-8700
Directions
The Law Office of Dan Policastro, P.L.
5 out of 5
Location 355 W Venice Ave, Venice, FL 34285, USA
Phone (941) 882-4367
Directions
Neilson Law, PA
Location 238 Tampa Ave W # 6a, Venice, FL 34285, USA
Phone (941) 870-9552
Directions
Estate Planning Lawyers in Venice, FL

Where Estate Planners in Venice, FL Serve

Venice, FL is a charming coastal city known for its beautiful beaches, historic architecture, and vibrant culture. The city boasts several landmarks, including the Venice Municipal Pier, Venice Beach, and the Venice Theatre. With top employers like PGT Industries, Tervis Tumbler, and the Venice Regional Bayfront Health Hospital, the city offers a diverse range of job opportunities. Major highways and streets in Venice include Interstate 75, US Route 41, and Venice Avenue. The city is divided into several neighborhoods, including Venice Island, South Venice, and Jacaranda West, each with its unique character and charm. Whether you're looking for a relaxing beach vacation or a bustling city experience, Venice, FL has something for everyone.

Financial Services Related to Estate Planning in Venice, FL

Banks and Credit Unions

Residents of Venice, FL would be helped by a bank in a number of ways. One of the most common ways is through providing loans for home purchases or renovations. With Venice being a popular retirement destination, many residents may be looking to downsize or upgrade their living situation. Additionally, with the city's location on the Gulf of Mexico, banks can also offer loans for boat or RV purchases. Another way banks can assist residents is through financial planning and investment advice. As retirees may be living on a fixed income, it's important for them to make smart financial decisions to ensure their money lasts throughout their retirement. Overall, banks in Venice, FL can play a vital role in helping residents achieve their financial goals and secure their future.

Insurance Broker

Residents of Venice, FL can benefit greatly from the services of an insurance broker. With the city being situated along the Gulf Coast, residents are at risk of damage from hurricanes and other natural disasters. An insurance broker can help residents find the right coverage for their homes and belongings to protect against these potential risks. Additionally, many residents in Venice are retirees who may need assistance navigating Medicare and other health insurance options. An insurance broker can help them find the best plans to suit their needs and budget. Overall, an insurance broker can provide valuable guidance and support to residents of Venice, FL in finding the right insurance coverage for their unique situations.

Retirement Planning

Residents of Venice, FL could greatly benefit from the guidance of a retirement planner. With its large retiree population, Venice presents unique challenges and opportunities for those planning for their golden years. A knowledgeable retirement planner can help residents navigate the complexities of retirement planning, including managing their investments, creating a realistic budget, and identifying potential sources of income. Additionally, a retirement planner can help residents take advantage of the many resources available in the Venice area, such as senior centers, healthcare facilities, and social clubs. With the help of a retirement planner, residents of Venice can enjoy a comfortable and fulfilling retirement in this beautiful coastal community.

Wealth Management

Residents of Venice, FL can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This can include strategies for retirement planning, investment management, tax planning, and estate planning. Additionally, with Venice being a popular retirement destination, a wealth manager can provide guidance on navigating the complexities of Social Security and Medicare. Overall, a wealth manager can provide peace of mind and help residents of Venice, FL achieve their financial goals.

Financial Advisor

Residents of Venice, FL could greatly benefit from the guidance of a financial advisor in a number of ways. One specific area where a financial advisor could be of great help is in navigating the unique challenges of retirement in this coastal community. With its high cost of living and significant population of retirees, Venice presents a number of financial hurdles that can be difficult to overcome without expert guidance. A financial advisor can help residents plan for retirement, manage their investments, and ensure that they have enough money to live comfortably throughout their golden years. Whether you're just starting to save for retirement or you're already enjoying your golden years, a financial advisor can help you make the most of your money and achieve your financial goals.

Mortgage Loan Officer

Residents of Venice, FL can benefit greatly from the expertise of a mortgage loan officer. One specific way a loan officer can help is by guiding residents through the unique challenges of purchasing property in a coastal town. With Venice's proximity to the Gulf of Mexico, flood insurance is a must for homeowners. A loan officer can help residents navigate the complex flood insurance requirements and find the best rates. Additionally, Venice's real estate market can be competitive, and a loan officer can help residents secure the financing they need to make a competitive offer on a home. Overall, a mortgage loan officer can provide invaluable support and guidance to residents of Venice, FL as they navigate the home buying process.

Tax Services

Residents of Venice, FL can benefit greatly from the expertise of a tax advisor. With its large population of retirees, many residents may need guidance on tax planning for their retirement income and investments. Additionally, Venice is known for its thriving small business community, and a tax advisor can assist business owners with tax planning and compliance. The city also has a unique tax structure, with a local option sales tax and special taxing districts, which may require specialized knowledge to navigate. A tax advisor can help residents understand and take advantage of these tax laws to maximize their savings and minimize their tax liabilities. Overall, a tax advisor can provide invaluable assistance to Venice residents in navigating the complex and ever-changing world of taxes.

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