Estate Planning Attorneys in Audubon, PA

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List of Firms

Top Audubon, PA Estate Planning Law Firms

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Ruggiero Law Offices LLC
4 out of 5
Location 16 Industrial Blvd #211, Paoli, PA 19301, USA
Phone (610) 889-0288
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Morrow Tompkins & Lefevre, LLC
4 out of 5
Location 58 E Penn St, Norristown, PA 19401, USA
Phone (610) 272-3650
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Dennis C Reardon & Associates
4 out of 5
Location 985 Old Eagle School Rd # 516, Wayne, PA 19087, USA
Phone (610) 687-3942
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The Danek Law Firm, LLC
5 out of 5
Location 1255 Drummers Ln #105, Wayne, PA 19087, USA
Phone (484) 344-5429
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L. Theodore Hoppe, Jr., Esquire - Attorney at Law
4 out of 5
Location 25 W Second Street Second Floor, Media, PA 19063, USA
Phone (610) 497-3579
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Adoption Advocates, Jay H. Ginsburg, P.C.
5 out of 5
Location 527 Swede St, Norristown, PA 19401, USA
Phone (484) 801-5650
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Furey & Baldassari, P.C.
5 out of 5
Location 1043 S Park Ave, Norristown, PA 19403, USA
Phone (610) 666-7500
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Keenan Ciccitto & Associates
4 out of 5
Location 376 E Main St, Collegeville, PA 19426, USA
Phone (610) 489-6170
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Klenk Law
5 out of 5
Location 2202 Delancey Pl, Philadelphia, PA 19103, USA
Phone (215) 790-1095
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The Law Office of Steven M. Zelinger, LLC
5 out of 5
Location 1315 Walnut St Ste 1006, Philadelphia, PA 19107, USA
Phone (267) 209-6103
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Klenk Law
5 out of 5
Location Regus Business Center, 196 W Ashland St, Doylestown, PA 18901, USA
Phone (215) 515-2529
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Risk Free Refund LLC
5 out of 5
Location 108 S Schuylkill Ave, Norristown, PA 19403, USA
Phone (484) 212-1927
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Estate Planning Lawyers in Audubon, PA

Where Estate Planners in Audubon, PA Serve

Nestled in Montgomery County, Audubon, PA is a charming town with a rich history and diverse community. Home to the John James Audubon Center, visitors can explore the natural beauty of the area and learn about the famous ornithologist. Top employers in the area include Pfizer, GSK, and Lockheed Martin, providing a mix of pharmaceutical and aerospace industries. The town is conveniently located near major highways, including the Pennsylvania Turnpike and Route 422, making it easy to commute to nearby cities like Philadelphia and King of Prussia. Audubon is divided into several neighborhoods, including the quiet and scenic Valley Forge Woods and the family-friendly community of Audubon Ridge. Residents can enjoy a variety of local restaurants and shops along Egypt Road and Trooper Road, and the nearby King of Prussia Mall offers endless shopping and dining options.

Financial Services Related to Estate Planning in Audubon, PA

Banks and Credit Unions

Residents of Audubon, PA can benefit greatly from a bank in a number of ways. For starters, a bank can provide them with a safe and secure place to store their money, where it can earn interest and be easily accessed when needed. Additionally, banks can offer loans and credit cards to help residents finance major purchases or unexpected expenses. One specific way that a bank can benefit residents of Audubon, PA is by providing them with access to financial education and resources. This is particularly important in a community like Audubon, which has a mix of both affluent and lower-income households. By offering financial literacy programs and resources, a bank can help residents make informed decisions about their money and build a stronger financial future.

Insurance Broker

Residents of Audubon, PA could greatly benefit from the assistance of an insurance broker. One specific way that an insurance broker could help the residents of Audubon is by finding affordable and comprehensive insurance coverage for their homes. Audubon is located in Montgomery County, which has experienced a significant increase in home values over the past few years. As a result, homeowners in Audubon may be paying higher premiums for their insurance coverage. An insurance broker could help residents of Audubon find policies that fit their unique needs and budgets, while also providing adequate coverage for their homes. This could provide peace of mind for homeowners in Audubon, knowing that they are protected in case of a disaster or unexpected event.

Retirement Planning

Residents of Audubon, PA can benefit greatly from the services of a retirement planner. With the area's high cost of living and limited job opportunities, many residents may struggle to save enough for retirement. A retirement planner can help these individuals develop a personalized plan to achieve their financial goals, taking into account factors such as their current income, expenses, and retirement timeline. Additionally, with Audubon's proximity to Philadelphia and the surrounding suburbs, residents may have unique opportunities for investment and tax planning that a retirement planner can help them take advantage of. Overall, a retirement planner can provide valuable guidance and support to help residents of Audubon, PA secure their financial future.

Wealth Management

Residents of Audubon, PA can benefit greatly from the services of a wealth manager. With a wealth manager, residents can receive guidance on how to manage their finances, invest their money, and plan for their future. One specific way that a wealth manager can help residents of Audubon, PA is by providing tailored advice on how to navigate the local real estate market. As a suburb of Philadelphia, Audubon's real estate market can be complex, with varying prices and trends depending on the neighborhood. A wealth manager can help residents understand these nuances and make informed decisions when buying or selling a home. Additionally, a wealth manager can provide advice on how to maximize the value of their home through renovations or upgrades. Overall, a wealth manager can help residents of Audubon, PA achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Audubon, PA could benefit from a financial advisor in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their specific goals and needs. This could include advice on managing debt, saving for retirement, or investing in the local economy. Additionally, a financial advisor could help residents navigate the unique financial challenges faced by those living in Audubon, such as the high cost of living and the impact of seasonal tourism on the local economy. With the help of a financial advisor, residents of Audubon could feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Audubon, PA can benefit greatly from the expertise of a mortgage loan officer when it comes to purchasing or refinancing a home. One specific way that a mortgage loan officer can help residents of Audubon is by providing guidance on the various loan options available to them. For example, they may recommend a loan program that is ideal for first-time homebuyers or one that is tailored to those with less-than-perfect credit. Additionally, a mortgage loan officer can assist residents of Audubon in understanding the local housing market and how it may impact their ability to secure a mortgage. With their knowledge and experience, a mortgage loan officer can help residents of Audubon navigate the complex world of home financing and make informed decisions about their future.

Tax Services

Residents of Audubon, PA could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that apply to their specific situation, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor could provide guidance on how to minimize tax liability and maximize savings, which could be especially important for residents of Audubon, PA who may be facing high property taxes due to the town's location in Montgomery County. Overall, a tax advisor could be an invaluable resource for residents of Audubon, PA looking to make the most of their finances and ensure that they are in compliance with all applicable tax laws.

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