Estate Planning Attorneys in Beaufort, SC

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List of Firms

Top Beaufort, SC Estate Planning Law Firms

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Levin Gilley Fisher & Reid, LLC
5 out of 5
Location 811 Craven St, Beaufort, SC 29902, USA
Phone (843) 522-9000
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Schiller & Hamilton Law Firm
5 out of 5
Location 78 Sams Point Rd, Beaufort, SC 29907, USA
Phone (843) 258-3965
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Logan Law Firm
5 out of 5
Location 806 Charles St, Beaufort, SC 29902, USA
Phone (843) 524-0042
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Lowcountry Legacy Law Firm LLC
5 out of 5
Location 1110 Pick Pocket Plantation Dr Suite A, Beaufort, SC 29902, USA
Phone (843) 593-8083
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Smith Law
1 out of 5
Location 1111 Bay St, Beaufort, SC 29902, USA
Phone (843) 379-8300
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Estate Planning Lawyers in Beaufort, SC

Where Estate Planners in Beaufort, SC Serve

Beaufort, SC is a charming coastal town that boasts a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning antebellum homes in the historic district to the breathtaking views of the Beaufort River, there is something for everyone in this vibrant city. Top employers in the area include the Marine Corps Air Station, the Beaufort County School District, and the Beaufort Memorial Hospital. Major highways and streets in the area include US-21, US-278, and SC-170, providing easy access to nearby cities and attractions. Neighborhoods in Beaufort range from the quaint and quiet Old Point to the bustling and vibrant downtown area. Whether you're looking for a peaceful retreat or a lively urban experience, Beaufort has it all.

Financial Services Related to Estate Planning in Beaufort, SC

Banks and Credit Unions

Residents of Beaufort, SC can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services and products such as checking and savings accounts, loans, and credit cards. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money. In Beaufort, SC, where the tourism industry is a major source of income, banks can also offer services such as foreign currency exchange and travel insurance to help residents and visitors alike. Overall, a bank can be a valuable resource for residents of Beaufort, SC to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Beaufort, SC could benefit from the help of an insurance broker in a number of ways. For example, an insurance broker could help them navigate the complex world of healthcare insurance and find a plan that fits their specific needs and budget. Additionally, an insurance broker could help Beaufort residents protect their homes and property from the frequent hurricanes and tropical storms that hit the area. They could also assist with finding affordable auto insurance, which is especially important in a town like Beaufort where many people rely on their cars to get around. Overall, an insurance broker could provide valuable guidance and support to Beaufort residents as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Beaufort, SC could greatly benefit from the services of a retirement planner. With its beautiful coastal location and historic charm, Beaufort is a popular retirement destination. A retirement planner can help residents navigate the complex world of retirement planning, including managing investments, creating a budget, and determining the best time to start taking Social Security benefits. Additionally, a retirement planner can provide guidance on healthcare expenses, which can be especially important for retirees in Beaufort, where the cost of healthcare is higher than the national average. Overall, a retirement planner can help residents of Beaufort, SC achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Beaufort, SC could benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. With a large population of retirees in Beaufort, a wealth manager can help individuals create a plan to ensure they have enough savings to support themselves in their later years. Additionally, with Beaufort's proximity to the coast, many residents may have investments tied to the fishing and boating industries. A wealth manager can provide guidance on how to diversify these investments to mitigate risk and maximize returns. Ultimately, a wealth manager can provide peace of mind for Beaufort residents by helping them achieve their financial goals and navigate the unique challenges of their community.

Financial Advisor

Residents of Beaufort, SC could greatly benefit from the assistance of a financial advisor in a number of ways. For example, many locals may be interested in investing in the local real estate market, which has been steadily growing in recent years. A financial advisor could provide guidance on the best properties to invest in and help residents create a long-term investment strategy to maximize their returns. Additionally, with the area's large military presence, many residents may be eligible for unique financial benefits and resources that a financial advisor could help them access. Overall, a financial advisor could help Beaufort residents navigate the complex world of personal finance and make informed decisions that will benefit them and their families for years to come.

Mortgage Loan Officer

Residents of Beaufort, SC could benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complicated process of securing a mortgage, ensuring that they are able to purchase a home that meets their needs and budget. In Beaufort, where the housing market can be competitive and prices can be high, a mortgage loan officer can help residents find the best possible rates and terms for their home loans. Additionally, these professionals can offer valuable advice on the local real estate market, helping residents make informed decisions about their home purchases. With the help of a mortgage loan officer, residents of Beaufort can achieve their dreams of homeownership and enjoy all that this beautiful coastal town has to offer.

Tax Services

Residents of Beaufort, SC can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to the state of South Carolina. For example, residents of Beaufort may need help understanding the state's tax laws regarding property taxes, which can be quite different from those in other states. Additionally, a tax advisor can help residents of Beaufort optimize their tax returns, ensuring they receive all eligible deductions and credits. This can be especially helpful for small business owners or those with multiple sources of income. Overall, a tax advisor can provide invaluable assistance to residents of Beaufort, helping them navigate the often-confusing world of taxes and maximizing their financial well-being.

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