Estate Planning Attorneys in Casselberry, FL

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List of Firms

Top Casselberry, FL Estate Planning Law Firms

Shams Law Firm
5 out of 5
Location 529 Versailles Dr #205, Maitland, FL 32751, USA
Phone (407) 671-3131
Language http://www.shamslawfirm.com/
Directions
Law Offices Of Amber Jade F. Johnson, PA
5 out of 5
Location 471 N Maitland Ave, Maitland, FL 32751, USA
Phone (407) 786-2388
Language http://www.attorneyaj.com/
Directions
Richard A. Heller, P.A.
5 out of 5
Location 611 Wymore Rd Unit 219, Winter Park, FL 32789, USA
Phone (407) 501-4052
Language https://www.rhellerpa.com/?utm_source=GMB&utm_medium=organic&utm_campaign=winter_park
Directions
The Boutty Law Firm, P.A.
5 out of 5
Location 2200 Lucien Way Suite 185, Maitland, FL 32751, USA
Phone (407) 622-1395
Language https://www.bouttylaw.com/
Directions
The Carmona Law Firm, P.A.
5 out of 5
Location 300 N. Ronald Reagan Blvd First Floor, Longwood, FL 32750, USA
Phone (407) 478-5970
Language https://carmonalawfirm.com/
Directions
Acosta, Moore, & Shrader, PLLC
5 out of 5
Location 1085 W Morse Blvd #210, Winter Park, FL 32789, USA
Phone (407) 644-2531
Language http://amslawfl.com/
Directions
Davey Law Group, P.A.
5 out of 5
Location 341 N Maitland Ave #280, Maitland, FL 32751, USA
Phone (407) 645-4833
Language http://www.daveylg.com/
Directions
Winship Law, P.A.
4 out of 5
Location 280 W Canton Ave #230, Winter Park, FL 32789, USA
Phone (407) 636-5620
Language http://www.winship-law.com/
Directions
Law Offices of Gretchen Ortiz
5 out of 5
Location 467 Lake Howell Rd Suite 201-A, Maitland, FL 32751, USA
Phone (407) 627-1797
Language http://www.gretchenortizlaw.com/
Directions
Baldwin & Morrison
5 out of 5
Location 7100 S US Hwy 17 92, Fern Park, FL 32730, USA
Phone (407) 834-1424
Directions
The Adams Law Firm, PA
5 out of 5
Location 2281 Lee Rd #102, Winter Park, FL 32789, USA
Phone (407) 270-3724
Language http://www.joshadamslaw.com/
Directions
Wills & Trust Express
5 out of 5
Location 10069 University Blvd, Orlando, FL 32817, USA
Phone (407) 725-7055
Language https://www.willandtrustexpress.com/
Directions
Law Offices of Smith & Kurbatova (Experienced Russian and Farsi Speaking Immigration Attorneys)
5 out of 5
Location 5570 S US Hwy 17 92, Casselberry, FL 32707, USA
Phone (407) 477-4143
Language http://www.smithkurbatova.com/
Directions
Karen Estry
5 out of 5
Location 516 Douglas Ave, Altamonte Springs, FL 32714, USA
Phone (407) 869-0900
Language http://www.altamontespringsattorneys.com/
Directions
The Law Offices of Hoyt & Bryan
5 out of 5
Location 254 Plaza Dr, Oviedo, FL 32765, USA
Phone (407) 977-8080
Language https://hoytbryan.com/
Directions
Estate Planning Lawyers in Casselberry, FL

Where Estate Planners in Casselberry, FL Serve

Casselberry, FL is a vibrant city located in Seminole County, Florida, that boasts a rich history and a diverse community. The city is home to several landmarks, including the Casselberry Art House, Lake Concord Park, and Secret Lake Park. The Casselberry Art House is a cultural hub that offers art classes, exhibits, and events, while Lake Concord Park and Secret Lake Park are popular destinations for outdoor recreation. Top employers in Casselberry include AdventHealth, Seminole County Public Schools, and Publix Super Markets. These companies provide job opportunities for residents and contribute to the city's economic growth. Casselberry is conveniently located near major highways and streets, including State Road 436, State Road 434, and U.S. Route 17-92. These thoroughfares connect the city to neighboring communities and make it easy for residents to travel throughout the region. Casselberry is comprised of several unique neighborhoods, each with its own character and charm.

Financial Services Related to Estate Planning in Casselberry, FL

Banks and Credit Unions

Residents of Casselberry, FL can benefit from a bank in many ways. For instance, a bank can provide financial assistance to individuals who are looking to purchase a home or start a new business in the area. Casselberry is known for its family-friendly environment and affordable housing options, which makes it a popular destination for new homeowners. A bank can also offer savings and investment options for residents who are looking to grow their wealth and plan for their future. Additionally, banks can provide access to loans and credit lines, which can be crucial for residents who need to cover unexpected expenses or emergencies. Overall, a bank can be a valuable resource for residents of Casselberry, FL, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Casselberry, FL can benefit from an insurance broker in several ways. For starters, an insurance broker can help Casselberry residents find the right insurance coverage that meets their specific needs, whether it's health insurance, auto insurance, or homeowner's insurance. The broker can also help residents navigate the complex insurance landscape by explaining policy options, coverage limitations, and deductibles in easy-to-understand terms.

Retirement Planning

Residents of Casselberry, FL can benefit greatly from the guidance of a retirement planner. With a population of over 28,000, many residents are nearing retirement age and may not have a clear understanding of how to best prepare for their golden years. A retirement planner can help residents navigate the complexities of Social Security, pension plans, and other retirement benefits. Additionally, with Casselberry's proximity to Orlando and its many attractions, a retirement planner can help residents plan for leisure activities and travel while also ensuring they have enough funds to maintain their standard of living. Overall, a retirement planner can provide valuable insight and peace of mind for residents of Casselberry, FL as they plan for their future.

Wealth Management

Residents of Casselberry, FL would greatly benefit from the services of a wealth manager. With a population of over 28,000, Casselberry is a growing city with many families and individuals seeking financial guidance. A wealth manager can assist in creating a personalized financial plan that takes into account the unique needs of Casselberry residents. For example, many residents may be interested in investing in the local real estate market, which a wealth manager can provide insight and expertise on. Additionally, with the city's close proximity to Orlando, many residents may work in the tourism industry and require assistance in managing their income and investments. A wealth manager can provide valuable advice on retirement planning, tax strategies, and investment opportunities to help Casselberry residents achieve their financial goals and secure a stable financial future.

Financial Advisor

Residents of Casselberry, FL can benefit greatly from the guidance of a financial advisor. With the city's median household income of $62,500, a financial advisor can assist in creating a personalized budget and savings plan tailored to each individual's income and expenses. Additionally, Casselberry, FL is home to many retirees who may need assistance in managing their retirement savings and creating a plan for long-term financial security. A financial advisor can also provide advice on investment opportunities and help residents navigate complex financial decisions such as purchasing a home or starting a business. By working with a financial advisor, residents of Casselberry, FL can feel more confident in their financial future and make informed decisions to achieve their goals.

Mortgage Loan Officer

Residents of Casselberry, FL can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex world of mortgages and find the best loan options to fit their unique financial situations. For example, the median home value in Casselberry is around $225,000, which is slightly higher than the national average. A mortgage loan officer can help residents understand the various loan options available to them and find a loan with a manageable interest rate and monthly payment. Additionally, a loan officer can assist residents with the pre-approval process, which can give them a competitive edge when making an offer on a home in Casselberry's competitive housing market. Overall, a mortgage loan officer can be an invaluable resource for residents of Casselberry who are looking to purchase a home.

Tax Services

Residents of Casselberry, FL can benefit greatly from the expertise of a tax advisor. With the city's thriving economy and diverse population, there are many unique tax situations that may arise. For example, Casselberry is home to many small businesses, and a tax advisor can help these entrepreneurs navigate the complex tax laws and regulations that apply to their industry. Additionally, with the city's proximity to Orlando and the many entertainment options it offers, residents may have questions about tax deductions related to travel and entertainment expenses. A tax advisor can provide guidance and help ensure that residents are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable assistance to Casselberry residents in navigating the often confusing world of taxes and maximizing their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Casselberry, FL can provide a wide range of services to help individuals and families plan for the future. These services may include drafting wills, trusts, and other legal documents, as well as providing guidance on tax planning, asset protection, and other important issues. One unique aspect of estate planning in Casselberry is the city's proximity to some of Florida's most popular tourist destinations, such as Orlando and Daytona Beach. This can create complex estate planning challenges for individuals with vacation homes or other assets in multiple locations, requiring careful coordination and strategic planning to ensure that their wishes are fully realized. With their expertise and experience, estate planning lawyers in Casselberry can help clients navigate these challenges and achieve their long-term goals with confidence and peace of mind.

Casselberry, FL is the ideal location to find an estate planning lawyer due to its unique blend of urban and suburban environments. With its proximity to major cities like Orlando and Sanford, Casselberry offers access to some of the most experienced and knowledgeable estate planning attorneys in the state. Moreover, Casselberry's diverse community allows for lawyers to cater to a wide range of clients, from retirees to young families. The city's commitment to education and community outreach ensures that local lawyers are equipped with the latest legal knowledge and are well-versed in the needs and concerns of their clients. Whether you are looking to create a will, establish a trust, or plan for long-term care, Casselberry has the resources and expertise to help you navigate the complexities of estate planning.