Estate Planning Attorneys in Safety Harbor, FL

We did the hard work of finding trustworthy partners in Safety Harbor, FL. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Safety Harbor, FL Estate Planning Law Firms

Brundage Law P.A.
5 out of 5
Location 100 Main St suite 204, Safety Harbor, FL 34695, USA
Phone (727) 250-2488
Language https://www.mpbrundagelaw.com/?npcmp=dir:local:5062010:34695
Directions
Denise N. Murphy, P.A.
5 out of 5
Location 531 Main St F, Safety Harbor, FL 34695, USA
Phone (727) 725-8101
Language http://www.denisemurphypa.com/
Directions
Paul E. Riffel, Attorney at Law
5 out of 5
Location 1319 W Fletcher Ave, Tampa, FL 33612, USA
Phone (813) 265-1185
Language https://www.paulriffel.com/
Directions
Attorney Shelly Schellenberg Private Law Practice
Location 5th St S, Safety Harbor, FL 34695, USA
Phone (727) 953-6000
Directions
The Law Office Of Anne Sunne Freeman
5 out of 5
Location 2706 US-19 ALT Ste 204, Palm Harbor, FL 34683, USA
Phone (727) 361-2472
Language https://www.sunnelaw.com/?npcmp=dir:local:5152367:34683
Directions
Spiegel Law, PLLC
5 out of 5
Location 36408 US Hwy 19 N, Palm Harbor, FL 34684, USA
Phone (727) 221-0991
Language http://www.spiegellawoffice.com/
Directions
Walt Shurden Elder Law
5 out of 5
Location 611 Druid Rd Suite 712, Clearwater, FL 33756, USA
Phone (727) 443-2708
Language http://www.waltshurdenlaw.com/
Directions
Estate Planning Lawyers in Safety Harbor, FL

Where Estate Planners in Safety Harbor, FL Serve

Safety Harbor, FL is a charming city located in Pinellas County with a population of approximately 17,000. This picturesque town is known for its beautiful waterfront views, historic landmarks, and vibrant neighborhoods. One of the most notable landmarks in Safety Harbor is the Safety Harbor Resort and Spa, which has been a popular destination for tourists and locals alike since the early 1900s. Other notable landmarks include the Safety Harbor Museum and Cultural Center, which showcases the town's rich history, and the Philippe Park, which offers breathtaking views of Old Tampa Bay. Safety Harbor is home to several top employers, including Nielsen, a global market research firm, and BayCare Health System, one of the largest employers in the Tampa Bay area. Other major employers include the Pinellas County School District and the City of Safety Harbor. The city is easily accessible via major highways such as US-19 and State Road 580, which connect Safety Harbor to nearby cities such as Tampa and Clearwater.

Financial Services Related to Estate Planning in Safety Harbor, FL

Banks and Credit Unions

Residents of Safety Harbor, FL would benefit greatly from the services provided by a bank. For instance, a bank can assist residents in obtaining mortgages to purchase homes in the area. Safety Harbor is a beautiful coastal town that is known for its historic charm and scenic views. Many individuals and families are drawn to the area for its laid-back lifestyle and proximity to the Gulf of Mexico. With the help of a bank, residents can secure a mortgage that fits their budget and allows them to become homeowners in this desirable location. Additionally, a bank can provide financial planning advice and investment opportunities to help residents grow their wealth and achieve their long-term financial goals.

Insurance Broker

Residents of Safety Harbor, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in this coastal town, it's important to have insurance coverage that protects against flood damage and other natural disasters. Additionally, many residents in Safety Harbor own boats and other watercraft, which require specialized insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage options for their unique needs. Furthermore, with the high cost of healthcare in Florida, an insurance broker can also assist residents in finding affordable health insurance plans that provide adequate coverage. Overall, an insurance broker can provide invaluable support to residents of Safety Harbor, FL in protecting their homes, possessions, and health.

Retirement Planning

Residents of Safety Harbor, FL can benefit greatly from the services of a retirement planner. With a population of just over 18,000 people, Safety Harbor is a small but thriving community that offers a variety of amenities and attractions. A retirement planner can help residents of Safety Harbor navigate the complexities of retirement planning, including understanding their Social Security benefits, managing their investments, and creating a comprehensive retirement plan that takes into account their unique needs and goals. In addition, a retirement planner can help residents of Safety Harbor plan for the specific challenges that come with living in Florida, such as the high cost of healthcare and the potential impact of hurricanes and other natural disasters. By working with a retirement planner, residents of Safety Harbor can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Safety Harbor, FL can benefit greatly from the expertise of a wealth manager. A wealth manager can help residents navigate the unique financial challenges of living in a coastal community, such as preparing for hurricane season and ensuring adequate insurance coverage. Additionally, a wealth manager can assist with retirement planning, investment management, and tax planning. With Safety Harbor's growing population and thriving economy, a wealth manager can help residents make the most of their financial resources and achieve their long-term financial goals.

Financial Advisor

Residents of Safety Harbor, FL could benefit from the guidance of a financial advisor in a number of ways. For instance, a financial advisor could help them create a budget that takes into account the high cost of living in the area, including expenses like housing, transportation, and healthcare. Additionally, a financial advisor could assist residents in developing a savings plan that accounts for the potential impact of natural disasters, such as hurricanes, which are common in this coastal region. With the help of a financial advisor, residents of Safety Harbor could also explore investment options that align with their financial goals and risk tolerance, while taking into account the unique economic conditions of the area. Ultimately, a financial advisor could provide valuable support and guidance to residents of Safety Harbor as they navigate the complexities of managing their finances in this vibrant and dynamic community.

Mortgage Loan Officer

Residents of Safety Harbor, FL can benefit greatly from the expertise of a mortgage loan officer. With Safety Harbor being a popular tourist destination, a loan officer can help residents navigate the unique challenges of the local real estate market. For example, they can help residents find the best mortgage rates and loan programs that fit their specific needs and budget. Additionally, they can provide guidance on the various neighborhoods in Safety Harbor and help residents choose the best location for their new home. Overall, a mortgage loan officer can be a valuable resource for residents looking to buy or refinance a home in Safety Harbor, FL.

Tax Services

Residents of Safety Harbor, FL can benefit greatly from the expertise of a tax advisor. With its picturesque location on the shores of Tampa Bay, Safety Harbor is a popular tourist destination and a thriving community. A tax advisor can help residents navigate the complexities of the tax code and ensure they are taking advantage of all available deductions and credits. They can also provide guidance on tax planning strategies to minimize tax liabilities and maximize savings. For example, a tax advisor can help small business owners in Safety Harbor understand the tax implications of different business structures and make informed decisions about how to structure their businesses for optimal tax benefits. Overall, a tax advisor can provide valuable support to residents of Safety Harbor, helping them to make informed decisions and achieve their financial goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Safety Harbor, FL can provide a range of services to individuals and families seeking to protect their assets and ensure their wishes are carried out after they pass away. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and advising on complex tax issues related to estate planning. Safety Harbor, FL is a unique location in that it boasts a rich history dating back to the 1500s when Spanish explorers first arrived in the area. This history is reflected in the town's charming architecture and picturesque waterfront, making it a popular destination for tourists and retirees alike. As such, estate planning lawyers in Safety Harbor, FL must be well-versed in the intricacies of local property and inheritance laws, as well as the unique needs and concerns of their clients in this vibrant community.

Safety Harbor, FL is an idyllic town located in Pinellas County, known for its rich history and serene ambiance. It is the perfect place to get an estate planning lawyer due to its vibrant legal community. The town boasts of a plethora of experienced attorneys who specialize in estate planning, ensuring that residents can access top-notch legal services. Safety Harbor, FL is also home to a diverse population, which means that estate planning lawyers have the expertise to handle complex cases involving people from different backgrounds. Additionally, the town's location near the Gulf of Mexico and the Tampa Bay area makes it an attractive destination for retirees, who require specialized estate planning services. Therefore, Safety Harbor, FL is the best place to get an estate planning lawyer, thanks to its excellent legal community and the diverse population it serves.