Estate Planning Attorneys in Alexandria, VA

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List of Firms

Top Alexandria, VA Estate Planning Law Firms

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The Lenzi Law Firm, PLLC
3 out of 5
Location 2331 Mill Rd STE 100, Alexandria, VA 22314, USA
Phone (703) 224-8969
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Land, Carroll & Blair PC
5 out of 5
Location 524 King St, Alexandria, VA 22314, USA
Phone (703) 836-1000
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The Smith Firm, PLLC
5 out of 5
Location 1313 King St, Alexandria, VA 22314, USA
Phone (703) 600-9246
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Arquilla & Poe, PLC
4 out of 5
Location 6078 Franconia Rd Suite D, Alexandria, VA 22310, USA
Phone (703) 719-9292
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The Law Offices of Kidwell & Kent
5 out of 5
Location 9695 Main St, Fairfax, VA 22031, USA
Phone (703) 764-0600
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Redmon, Peyton & Braswell LLP
4 out of 5
Location 510 King St #301, Alexandria, VA 22314, USA
Phone (703) 684-2000
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Grenadier, Duffett, Levi, Winkler & Rubin P.C.
5 out of 5
Location 649 S Washington St, Alexandria, VA 22314, USA
Phone (703) 683-9000
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Family First Law Group, PLLC
5 out of 5
Location 700 N Fairfax St Suite 220, Alexandria, VA 22314, USA
Phone (703) 299-3440
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Carolyn M. Grimes
4 out of 5
Location 500 Montgomery St #575, Alexandria, VA 22314, USA
Phone (703) 836-9030
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Estate Planning Lawyers in Alexandria, VA

Where Estate Planners in Alexandria, VA Serve

Alexandria, VA is a bustling city with a rich history and an array of landmarks that are sure to captivate any visitor. From the iconic George Washington Masonic National Memorial to the charming Old Town district, there is no shortage of sights to see. Top employers in the area include the United States Patent and Trademark Office, Inova Alexandria Hospital, and the City of Alexandria itself. Major highways such as I-495 and I-395 provide easy access to neighboring cities, while streets like King Street and Duke Street offer a plethora of shopping and dining options. Neighborhoods such as Del Ray and Rosemont are known for their charming homes and tight-knit communities, while Old Town and Carlyle offer a more urban feel. Alexandria truly has something for everyone, making it a top destination for both tourists and locals alike.

Financial Services Related to Estate Planning in Alexandria, VA

Banks and Credit Unions

Residents of Alexandria, VA would be helped by a bank in numerous ways. For instance, banks can provide residents with financial assistance to purchase a home in the city. Alexandria is known for its high cost of living, which makes it challenging for many residents to afford a home. A bank can offer a mortgage that is tailored to the resident's financial situation, helping them to achieve their dream of homeownership. Additionally, banks can provide residents with access to credit cards, loans, and savings accounts, which can help them to manage their finances more effectively. By working with a bank, residents of Alexandria can take control of their financial future and achieve their goals.

Insurance Broker

Residents of Alexandria, VA could benefit greatly from the services of an insurance broker. With the city's proximity to the nation's capital, many residents may work in government or other high-risk industries and require specialized insurance coverage. Additionally, Alexandria has a high cost of living, and an insurance broker can help residents find affordable coverage for their homes, cars, and other assets. Furthermore, Alexandria is a historic city with many older homes and buildings, which may require unique insurance considerations. An insurance broker can help residents navigate these complexities and find the best coverage for their specific needs. Overall, an insurance broker can provide valuable expertise and personalized service to help residents of Alexandria protect themselves and their assets.

Retirement Planning

Residents of Alexandria, VA can greatly benefit from the services of a retirement planner. Alexandria is a city with a high cost of living, and many residents may struggle to save for retirement while also covering the expenses of daily life. A retirement planner can help residents create a personalized plan for saving and investing that takes into account their unique financial situation and goals. Additionally, Alexandria has a large population of federal employees, who may have specific retirement benefits and options that a retirement planner can help navigate. By working with a retirement planner, residents of Alexandria can feel more confident about their financial future and be better prepared for retirement.

Wealth Management

Residents of Alexandria, VA could greatly benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Alexandria has a large population of retirees and pre-retirees, many of whom may not have saved enough for retirement or may not know how to properly manage their retirement funds. A wealth manager can help these individuals create a retirement plan that takes into account their current financial situation and future goals. Additionally, Alexandria is a city with a high cost of living, and a wealth manager can help residents navigate the complexities of managing their finances in a high-cost environment. This could include creating a budget, managing debt, and investing in ways that maximize returns while minimizing risk. Overall, a wealth manager can provide residents of Alexandria with the financial guidance and support they need to achieve their long-term financial goals and live a comfortable, secure life.

Financial Advisor

Residents of Alexandria, VA can greatly benefit from the guidance and expertise of a financial advisor. One of the most common ways that a financial advisor can help residents of Alexandria is by assisting them with retirement planning. With its proximity to Washington, D.C. and a high cost of living, many Alexandria residents may have unique retirement goals and challenges. A financial advisor can help residents navigate the complexities of retirement planning, including tax strategies, investment options, and estate planning. Additionally, a financial advisor can provide guidance on saving for other financial goals, such as education expenses or purchasing a home. By working with a financial advisor, residents of Alexandria can feel confident in their financial future and make informed decisions to achieve their goals.

Mortgage Loan Officer

Residents of Alexandria, VA can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help residents is by assisting them in obtaining a mortgage to purchase a home in Alexandria. With its rich history and vibrant community, Alexandria is a highly desirable place to live, but the cost of real estate can be quite high. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best rates and terms, completing the necessary paperwork, and securing the funding they need to purchase their dream home in Alexandria. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, allowing them to take advantage of lower interest rates or to access the equity in their homes for other purposes. Whatever their needs may be, residents of Alexandria can rely on a mortgage loan officer to provide expert guidance and support throughout the home buying or refinancing process.

Tax Services

Residents of Alexandria, VA can benefit greatly from the services of a tax advisor. With the city's high cost of living and complex tax laws, it can be challenging for residents to navigate the tax system on their own. A tax advisor can provide valuable guidance on tax planning, deductions, and credits, helping residents to maximize their refunds and minimize their tax liabilities. Additionally, Alexandria has a large population of small business owners, who can benefit from the expertise of a tax advisor in managing their business finances and ensuring compliance with local and federal tax laws. Overall, a tax advisor can be an invaluable resource for residents of Alexandria, helping them to navigate the complicated tax landscape and achieve financial success.

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