Estate Planning Attorneys in Berwyn, PA

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List of Firms

Top Berwyn, PA Estate Planning Law Firms

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Luff Strenfel, Attorney at Law
5 out of 5
Location 73 Chestnut Rd, Paoli, PA 19301, USA
Phone (610) 643-4644
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Bass Wilder Chadwick, Estate Planning Attorney
Location 130 W Lancaster Ave, Wayne, PA 19087, USA
Phone (610) 688-6200
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Metka Law, LLC
Location 1055 Westlakes Dr #300, Berwyn, PA 19312, USA
Phone (610) 813-4994
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David M. Frees III
5 out of 5
Location 120 Gay St, Phoenixville, PA 19460, USA
Phone (610) 933-2067
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Laura M. Tobey, Esq.
5 out of 5
Location 229 W Wayne Ave, Wayne, PA 19087, USA
Phone (215) 859-2551
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David M. Frees III
Location 43 Leopard Road (252), Paoli, PA 19301, USA
Phone (610) 240-0750
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Whalen Philadelphia Pa Probate Attorneys
5 out of 5
Location 696 Pont Reading Rd 1st Floor, Ardmore, PA 19003, USA
Phone (610) 999-2157
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Estate Planning Lawyers in Berwyn, PA

Where Estate Planners in Berwyn, PA Serve

Berwyn, PA is a vibrant community located in Chester County, Pennsylvania. This charming town is home to several notable landmarks, including the historic Berwyn train station, which dates back to the late 1800s. Berwyn is also home to the renowned Jenkins Arboretum and Gardens, a stunning 48-acre oasis that boasts over 1,000 species of trees and plants. In terms of top employers, Berwyn is home to several major corporations, including TE Connectivity, a global technology company, and AMETEK, a leading manufacturer of electronic instruments and electromechanical devices. Additionally, the town is home to a thriving small business community, with many locally-owned shops and restaurants. Berwyn is easily accessible by several major highways, including the Pennsylvania Turnpike and Route 202. The town is also serviced by several major streets, including Lancaster Avenue, which is home to many of Berwyn's shops and restaurants.

Financial Services Related to Estate Planning in Berwyn, PA

Banks and Credit Unions

Residents of Berwyn, PA can benefit from a bank in several ways. Firstly, a bank can provide a safe and secure place to keep their money. This is especially important in Berwyn, which is a small town that is known for its tight-knit community. Secondly, a bank can offer a range of financial services, such as loans, mortgages, and credit cards. This can be particularly helpful for residents who are looking to buy a home or start a business. Additionally, a bank can provide financial advice and guidance to help residents make informed decisions about their money. For example, a bank can help residents save for retirement or plan for their children's education. Ultimately, a bank can be a valuable resource for residents of Berwyn, providing them with the financial tools and support they need to achieve their goals and secure their financial future.

Insurance Broker

Residents of Berwyn, PA can benefit greatly from the services of an insurance broker. Berwyn is a small town located in Chester County, Pennsylvania, with a population of just over 3,000 people. The town is known for its historic charm and beautiful architecture, but it also faces unique challenges when it comes to insurance. One of the most common ways that residents of Berwyn can be helped by an insurance broker is by finding coverage for their homes and property. Berwyn is located in a flood-prone area, and many homeowners struggle to find affordable flood insurance. An insurance broker can help residents navigate the complex world of flood insurance and find a policy that meets their needs and budget. Additionally, an insurance broker can help Berwyn residents find affordable health insurance, life insurance, and other types of coverage that are essential for protecting their financial well-being.

Retirement Planning

Residents of Berwyn, PA can greatly benefit from the services of a retirement planner. With a high cost of living in the area, many individuals may struggle to save enough money for retirement. A retirement planner can help them create a personalized plan to save and invest their money wisely, taking into account their unique financial situation and goals. Additionally, Berwyn is home to many small business owners who may need guidance on how to plan for their retirement while also managing their business finances. A retirement planner can offer valuable advice on how to balance these competing priorities and ensure a secure financial future. Overall, a retirement planner can provide peace of mind and a clear path forward for residents of Berwyn, PA as they plan for their retirement years.

Wealth Management

Residents of Berwyn, PA can greatly benefit from the services of a wealth manager. With its affluent population and proximity to major economic centers like Philadelphia and New York City, Berwyn presents unique financial challenges and opportunities. A wealth manager can help residents navigate these challenges and take advantage of opportunities to grow their wealth. For example, they can provide guidance on investment strategies that align with their financial goals, manage their portfolios, and help them plan for retirement. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that apply to high net worth individuals in Berwyn. With their expertise and experience, a wealth manager can provide valuable insights and advice that can help residents achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Berwyn, PA can benefit greatly from the expertise of a financial advisor. With its affluent population and proximity to major cities like Philadelphia and New York, Berwyn presents unique financial challenges and opportunities. A financial advisor can help residents navigate the complexities of investment planning, retirement savings, and tax strategies. Additionally, with the recent growth of the tech industry in nearby areas like King of Prussia and Malvern, a financial advisor can assist residents in making informed decisions about stock options and other equity compensation plans. Overall, a financial advisor can provide invaluable guidance to residents of Berwyn as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Berwyn, PA can greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a mortgage for a new home or refinancing an existing one. In Berwyn, where the median home price is higher than the national average, a mortgage loan officer can help residents navigate the competitive housing market and find a loan that works best for their unique financial situation. Additionally, with Berwyn's close proximity to Philadelphia and other major cities, a mortgage loan officer can help residents take advantage of the area's booming real estate market and invest in properties that offer great potential for long-term financial growth.

Tax Services

Residents of Berwyn, PA could greatly benefit from the assistance 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 unique financial situations. This could include helping them understand deductions and credits that they may be eligible for, as well as ensuring that they are in compliance with all applicable tax laws. Additionally, a tax advisor could help Berwyn residents plan for the future by providing advice on how to minimize their tax burden and maximize their savings. Given the high cost of living in Berwyn, PA, this type of guidance could be especially valuable to residents who are looking to make the most of their hard-earned money.

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