Estate Planning Attorneys in Delray Beach, FL

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List of Firms

Top Delray Beach, FL Estate Planning Law Firms

Law Offices of Robert Schwartz, P.A.
5 out of 5
Location 1901 S Congress Ave #215, Boynton Beach, FL 33426, USA
Phone (866) 348-7878
Directions
Steve Salvati Law Office
5 out of 5
Location 235 NE 6th Ave, Delray Beach, FL 33483, USA
Phone (561) 279-0775
Directions
Van Riper and Nies Attorneys
5 out of 5
Location 55 SE 2nd Ave #3l, Delray Beach, FL 33444, USA
Phone (561) 894-9862
Directions
Huth, Pratt & Milhauser, PLLC
5 out of 5
Location 2500 N Military Trl # 460, Boca Raton, FL 33431, USA
Phone (561) 392-1800
Directions
Mindy Felinton
5 out of 5
Location 70 SE 4th Ave, Delray Beach, FL 33483, USA
Phone (561) 290-2179
Directions
Sharon L. Azoulay, P.A.
5 out of 5
Location 1615 S Congress Ave Suite #103, Delray Beach, FL 33445, USA
Phone (844) 236-4529
Directions
Delray Law PLLC
4 out of 5
Location 238 NE 1st Ave, Delray Beach, FL 33444, USA
Phone (561) 450-9712
Directions
Robert M Arlen PA
Location 101 SE 6th Ave D, Delray Beach, FL 33483, USA
Phone (561) 279-1880
Directions
Reed, Griffith & Moran
5 out of 5
Location 630 E Ocean Ave, Boynton Beach, FL 33435, USA
Phone (561) 737-1995
Directions
Samuels Wood PLLC
5 out of 5
Location 7700 Congress Ave # 3209, Boca Raton, FL 33487, USA
Phone (561) 623-3314
Directions
Mittenthal Weinstein LLP
4 out of 5
Location 3100 S Federal Hwy B, Delray Beach, FL 33483, USA
Phone (561) 862-0955
Directions
Wild Felice & Partners, PA Attorneys at Law
Location 238 NE 1st Ave, Delray Beach, FL 33444, USA
Phone (954) 944-2855
Directions
Bright Law, PA
4 out of 5
Location 135 SE 5th Ave #200, Delray Beach, FL 33483, USA
Phone (561) 278-0200
Directions
Estate Planning Lawyers in Delray Beach, FL

Where Estate Planners in Delray Beach, FL Serve

Delray Beach, FL is a vibrant coastal city located in Palm Beach County, known for its stunning beaches and thriving nightlife. The city is home to several iconic landmarks, including the historic Colony Hotel and Cabana Club, the Delray Beach Tennis Center, and the Morikami Museum and Japanese Gardens. Top employers in Delray Beach include the Delray Medical Center, Office Depot, and the City of Delray Beach itself. The city is conveniently located near major highways, including I-95 and the Florida Turnpike, making it easily accessible to visitors and residents alike. Delray Beach is comprised of several unique neighborhoods, each with its own distinct character and charm. From the upscale waterfront homes of Tropic Isle to the historic homes of Old School Square, there is something for everyone in this diverse and dynamic city.

Financial Services Related to Estate Planning in Delray Beach, FL

Banks and Credit Unions

Residents of Delray Beach, FL can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Specifically, Delray Beach residents may need help with hurricane preparedness, as the area is prone to tropical storms and hurricanes. A bank can offer services such as safe deposit boxes to store important documents, as well as emergency loans to help with any damages caused by a storm. Additionally, a bank can provide financial education and resources to help residents prepare financially for any potential disasters. Overall, a bank can be a valuable resource for Delray Beach residents in both everyday financial needs and emergency situations.

Insurance Broker

Residents of Delray Beach, FL can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized guidance and recommendations for insurance coverage that is specific to the needs of the individual. For example, many residents in Delray Beach may require flood insurance due to the city's proximity to the ocean and frequent storms. An insurance broker can help navigate the complexities of flood insurance and help residents find the best coverage for their homes and businesses. Additionally, an insurance broker can assist with finding affordable health insurance options, which is especially important for those who may be self-employed or have a small business in the area. Overall, an insurance broker can provide valuable support and peace of mind for residents of Delray Beach, FL.

Retirement Planning

Residents of Delray Beach, FL could benefit greatly from the services of a retirement planner. With a large retiree population, it is important for individuals to have a solid plan in place to ensure they are financially secure and able to enjoy their golden years. A retirement planner can assist with creating a budget, developing an investment strategy, and determining the best time to start receiving Social Security benefits. Additionally, with the high cost of healthcare in the area, a retirement planner can help residents navigate their options for Medicare and supplemental insurance. Overall, a retirement planner can provide peace of mind and a sense of security for residents of Delray Beach as they plan for their retirement.

Wealth Management

Residents of Delray Beach, FL can benefit from the services of a wealth manager in a variety of ways. One specific example is the high cost of living in the area, which can make it difficult for individuals to save for retirement or plan for their financial future. A wealth manager can help residents navigate the local real estate market and make informed decisions about investments that will help them achieve their long-term financial goals. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and other important financial matters that can have a significant impact on an individual's financial well-being. Overall, working with a wealth manager can provide Delray Beach residents with the peace of mind that comes with knowing their finances are in good hands.

Financial Advisor

Residents of Delray Beach, FL can benefit from the services of a financial advisor in many ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique circumstances and goals. This can include strategies for saving for retirement, paying off debt, and investing for the future. Additionally, a financial advisor can provide guidance on how to navigate the local real estate market, which is known for its high demand and competitive pricing. With the help of a financial advisor, residents of Delray Beach can feel confident in their financial decisions and make the most of their hard-earned money.

Mortgage Loan Officer

Residents of Delray Beach, FL can benefit from the expertise of a mortgage loan officer in a number of ways. For one, they can help navigate the unique housing market of Delray Beach, which is known for its mix of historic homes and modern developments. Additionally, a mortgage loan officer can assist with finding the best loan options for each individual's financial situation, taking into account factors such as credit score, income, and debt-to-income ratio. With the help of a mortgage loan officer, residents of Delray Beach can feel confident in their ability to secure a loan and purchase their dream home in this vibrant coastal community.

Tax Services

Residents of Delray Beach, FL can benefit greatly from the expertise of a tax advisor, particularly when it comes to navigating the unique tax laws and regulations specific to the area. For example, Delray Beach is home to a large number of retirees, many of whom may have complex tax situations due to their retirement income and investments. A tax advisor can help these individuals understand their tax obligations and identify opportunities to minimize their tax liability. Additionally, Delray Beach is known for its thriving small business community, and a tax advisor can assist these entrepreneurs with everything from setting up a business structure that maximizes their tax benefits to ensuring compliance with local tax laws. Overall, a tax advisor can provide invaluable guidance and support to Delray Beach residents as they navigate the often confusing and overwhelming world of taxes.

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