Estate Planning Attorneys in Wellington, FL

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List of Firms

Top Wellington, FL Estate Planning Law Firms

Linda S. Braswell, P.A
5 out of 5
Location 12161 Ken Adams Way Wellington #110-K-1, Wellington, FL 33414, USA
Phone (561) 792-8551
Language http://braswellpa.com/
Directions
Jacob & Greenfield, PLLC
5 out of 5
Location 4770 Fountains Dr S #103, Lake Worth, FL 33467, USA
Phone (561) 717-9854
Language https://www.floridaestateplanninglawyer.com/
Directions
Lisa M. Boswell, P.A.
Location 12161 Ken Adams Way Suite 110-D1, Wellington, FL 33414, USA
Phone (561) 227-1529
Language http://www.floridaequinelaw.com/contact.html
Directions
Rita Law
5 out of 5
Location Lake Wellington Professional Centre at, 12161 Ken Adams Way Suite #218, Wellington, FL 33414, USA
Phone (561) 586-5883
Language https://www.ritalaw.us/
Directions
D'Addario Law P.L.
5 out of 5
Location 5430 10th Ave N, Greenacres, FL 33463, USA
Phone (561) 362-2366
Language https://daddario-law.com/
Directions
Gonzalez, Shenkman & Buckstein, P.L.
4 out of 5
Location 110 Professional Way, Wellington, FL 33414, USA
Phone (561) 227-1575
Language http://www.gsblawfirm.com/
Directions
Estate Planning Lawyers in Wellington, FL

Where Estate Planners in Wellington, FL Serve

Wellington, FL is a bustling town located in Palm Beach County, Florida. Known for its equestrian community, Wellington is home to some of the most prestigious horse shows in the world, including the Winter Equestrian Festival and the Global Dressage Festival. In addition to its equestrian heritage, Wellington is also home to several notable landmarks, such as the Mall at Wellington Green, the Wellington Amphitheater, and the Wellington Environmental Preserve. As far as top employers go, Wellington is home to a variety of businesses and industries, including healthcare, education, and retail. Some of the town's largest employers include Wellington Regional Medical Center, the School District of Palm Beach County, and Publix Super Markets. When it comes to major highways and streets, Wellington is conveniently located near several major thoroughfares, including the Florida Turnpike, State Road 7, and US Route 441.

Financial Services Related to Estate Planning in Wellington, FL

Banks and Credit Unions

Residents of Wellington, FL can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to individuals looking to purchase a home in the area. Wellington, FL is known for its beautiful homes and equestrian lifestyle, which can come at a high cost. A bank can offer mortgage loans with competitive interest rates to help residents achieve their dream of homeownership. Additionally, a bank can provide financial education and resources to help residents manage their finances and plan for the future. This can include investment options, retirement planning, and savings accounts. Overall, a bank can be a valuable resource for residents of Wellington, FL looking to improve their financial well-being and achieve their goals.

Insurance Broker

Residents of Wellington, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns that the area experiences, it is important to have the right insurance coverage to protect against any damages that may occur. An insurance broker can help residents navigate the complex world of insurance and find the policies that best fit their needs and budget. Specifically, Wellington, FL is known for its equestrian community, and an insurance broker can help horse owners find coverage for their animals, barns, and equipment. Additionally, with many residents owning high-value homes and vehicles, an insurance broker can provide guidance on how to properly insure these assets. Overall, an insurance broker can be a valuable resource for residents of Wellington, FL looking to protect themselves and their assets.

Retirement Planning

Residents of Wellington, FL can benefit greatly from the assistance of a retirement planner. With its large retirement community, Wellington is a town where many individuals are looking to make the most of their golden years. A retirement planner can help these residents navigate the complex world of retirement planning, including issues such as social security benefits, Medicare, and investment options. Additionally, a retirement planner can help residents of Wellington plan for unexpected expenses, such as healthcare costs or long-term care needs. With the help of a retirement planner, residents of Wellington can feel more secure in their retirement and enjoy all that this beautiful town has to offer.

Wealth Management

Residents of Wellington, FL can benefit greatly from the expertise of a wealth manager. With the town's reputation as a hub for equestrian sports and luxury living, many residents have substantial assets and complex financial portfolios. A wealth manager can provide personalized guidance and strategies to help these individuals grow and protect their wealth, as well as navigate the unique challenges that come with owning and maintaining a high-end lifestyle in Wellington. From tax planning and investment management to estate planning and charitable giving, a skilled wealth manager can help residents of Wellington achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Wellington, FL can benefit greatly from the assistance of a financial advisor. With a population of over 65,000, many individuals and families in Wellington have complex financial situations that require expert guidance. A financial advisor can help residents with a range of services, including retirement planning, investment strategies, debt management, and estate planning. One specific area where a financial advisor can be particularly helpful in Wellington is with regards to hurricane preparedness. Wellington is located in a hurricane-prone area, and a financial advisor can help residents prepare financially for potential storms by ensuring that they have adequate insurance coverage, emergency funds, and a plan in place for any necessary repairs or rebuilding. Overall, a financial advisor can provide valuable guidance and support to residents of Wellington, helping them to achieve their financial goals and protect their financial well-being.

Mortgage Loan Officer

Residents of Wellington, FL can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist in securing financing for a new home purchase, refinancing an existing mortgage, or obtaining a home equity loan. Wellington is known for its equestrian community and luxury homes, which can come with a high price tag. A mortgage loan officer can help residents navigate the complexities of obtaining a large loan and finding the best interest rates. Additionally, Wellington has a large retiree population, and a mortgage loan officer can help seniors explore options such as reverse mortgages to access the equity in their homes. With the help of a mortgage loan officer, residents of Wellington can achieve their homeownership goals and secure their financial futures.

Tax Services

Residents of Wellington, FL can benefit greatly from the expertise of a tax advisor. With the town's reputation as a hub for equestrian enthusiasts and affluent homeowners, tax planning and preparation can be particularly complex. A tax advisor can assist residents with navigating the intricacies of property tax laws, as well as advising on deductions and credits related to horse ownership and business expenses. Additionally, a tax advisor can provide guidance on estate planning and gift tax strategies, which are especially important for those with significant assets. By working with a tax advisor, residents of Wellington, FL can ensure that they are making informed decisions and maximizing their financial resources.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Wellington, FL can provide a wide range of services to ensure that individuals have a comprehensive plan in place for their assets and loved ones. From drafting wills and trusts to creating powers of attorney and healthcare directives, these lawyers are well-versed in the legal intricacies of estate planning. Wellington, FL, known for its equestrian community and international horse shows, presents unique challenges for estate planning lawyers due to the high value of equine assets and the need for specialized planning. Additionally, these lawyers can assist with business succession planning, charitable giving, and minimizing tax liabilities. With their expertise and attention to detail, individuals can have peace of mind knowing that their wishes will be carried out and their loved ones will be protected.

Wellington, FL is undoubtedly the best place to get an estate planning lawyer. With its affluent community, it's no surprise that the town is home to some of the most experienced and knowledgeable attorneys in the field. From wills and trusts to probate and estate administration, these lawyers have the expertise needed to navigate the complex legal landscape of estate planning. Moreover, Wellington's proximity to Palm Beach County's probate court makes it an ideal location for those seeking legal representation in the area. The town's bustling economy and high standard of living also attract top-tier lawyers who are well-equipped to handle the unique needs of their clients. In short, Wellington, FL is the perfect place to find an estate planning lawyer who can help you protect your assets and provide for your loved ones long after you're gone.