Estate Planning Attorneys in Bryn Mawr, PA

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List of Firms

Top Bryn Mawr, PA Estate Planning Law Firms

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Bernard D. Faigenbaum - Attorney at Law
4 out of 5
Location 300 E Lancaster Ave Suite 307, Wynnewood, PA 19096, USA
Phone (610) 642-1200
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Fromhold Jaffe Adams & Jun
Location 795 E Lancaster Ave Suite 260, Villanova, PA 19085, USA
Phone (610) 527-9100
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Murphy & Murphy
5 out of 5
Location 801 Old Lancaster Rd, Bryn Mawr, PA 19010, USA
Phone (610) 519-0400
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Kalogredis Stephanie P
5 out of 5
Location 14 S Bryn Mawr Ave # 210, Bryn Mawr, PA 19010, USA
Phone (610) 527-9200
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Lamb McErlane PC
Location 237 S Bryn Mawr Ave #100, Bryn Mawr, PA 19010, USA
Phone (610) 527-9200
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Vincent S DiCioccio Esq
5 out of 5
Location P.O. BOX 788, Bryn Mawr, PA 19010, USA
Phone (610) 527-9300
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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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Law Office of Theodore S. Coxe, Jr.
Location Bldg. Two, Suite 309, 919 Conestoga Rd, Bryn Mawr, PA 19010, USA
Phone (610) 525-1806
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Silver & Silver
5 out of 5
Location 42 W Lancaster Ave, Ardmore, PA 19003, USA
Phone (610) 638-7255
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Rogers Counsel
5 out of 5
Location 26 E Athens Ave, Ardmore, PA 19003, USA
Phone (610) 557-0493
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Cunilio & Cunilio
5 out of 5
Location 835 Lancaster Ave, Bryn Mawr, PA 19010, USA
Phone (610) 525-4550
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Law Office of Andrew Gavrin
5 out of 5
Location 306 Clairemont Rd, Villanova, PA 19085, USA
Phone (484) 416-5740
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Haws & Burke PC
5 out of 5
Location 15 Rittenhouse Pl, Ardmore, PA 19003, USA
Phone (610) 649-5200
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Law Office Of Douglas P. Humes
Location 975 Mill Rd Ste 204, Bryn Mawr, PA 19010, USA
Phone (610) 525-7150
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Law Office of Heather L. Turner, LLC
5 out of 5
Location 137 N Narberth Ave, Narberth, PA 19072, USA
Phone (610) 761-6363
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Raffaele & Associates, LLC
5 out of 5
Location 1230 County Line Rd, Bryn Mawr, PA 19010, USA
Phone (610) 922-4200
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Estate Planning Lawyers in Bryn Mawr, PA

Where Estate Planners in Bryn Mawr, PA Serve

Bryn Mawr, PA is a charming and affluent suburban town located in Montgomery County, Pennsylvania. Known for its historic landmarks and prestigious educational institutions, this town is home to a diverse array of neighborhoods and top employers. One of the most prominent landmarks in Bryn Mawr is the Bryn Mawr College, a highly respected liberal arts college for women. Other notable landmarks include the Harriton House, a historic mansion that dates back to the 1700s, and the Bryn Mawr Film Institute, a beloved independent movie theater that screens both classic and contemporary films. Top employers in Bryn Mawr include the Bryn Mawr Hospital, a leading healthcare provider in the region, and Vanguard, a major investment management company. The town is also home to a number of small businesses and retail establishments, making it a vibrant and bustling community.

Financial Services Related to Estate Planning in Bryn Mawr, PA

Banks and Credit Unions

Residents of Bryn Mawr, PA would be helped by a bank in a variety of ways. One of the most common ways is through access to financial services 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. For example, Bryn Mawr is home to many college students and young professionals who may need guidance on how to build credit or save for future goals. A bank can offer personalized advice and tools to help them achieve their financial objectives. Furthermore, with the current COVID-19 pandemic, many residents may be struggling financially and need assistance with loan modifications or payment deferrals. A bank can work with them to find solutions and provide support during these challenging times.

Insurance Broker

Residents of Bryn Mawr, PA can benefit greatly from the services of an insurance broker. One specific way an insurance broker can help is by finding coverage for the unique risks associated with living in a flood-prone area. Bryn Mawr is located in Montgomery County, which has experienced severe flooding in recent years. An insurance broker can help residents navigate the complex world of flood insurance, ensuring that they have adequate coverage in case of a disaster. Additionally, an insurance broker can help residents find the best rates on home, auto, and health insurance, providing peace of mind and financial protection in the event of an unexpected accident or illness.

Retirement Planning

Residents of Bryn Mawr, PA could greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan tailored to the specific needs and goals of each individual. This is especially important in Bryn Mawr, where the cost of living is higher than the national average and many residents may need to plan for a longer retirement. A retirement planner can also provide guidance on investment strategies, tax planning, and Social Security benefits to help residents maximize their retirement income and minimize their expenses. With the help of a retirement planner, residents of Bryn Mawr can feel confident and secure in their financial future.

Wealth Management

Residents of Bryn Mawr, PA could benefit greatly from the services of a wealth manager. With its affluent population and proximity to Philadelphia, Bryn Mawr presents unique financial challenges and opportunities. A wealth manager can assist residents in creating a personalized financial plan that takes into account their specific goals and needs. Additionally, they can provide guidance on investments, retirement planning, and tax strategies. One specific challenge that residents of Bryn Mawr may face is navigating the local real estate market, which can be highly competitive and expensive. A wealth manager can help clients make informed decisions about purchasing or selling property, as well as managing the associated financial implications. Overall, a wealth manager can provide valuable support and expertise to residents of Bryn Mawr as they navigate the complexities of managing their wealth.

Financial Advisor

Residents of Bryn Mawr, PA could greatly benefit from the services of a financial advisor. With its affluent population and high cost of living, many residents may struggle to manage their finances effectively. A financial advisor could help them create a budget, invest wisely, and plan for long-term financial goals such as retirement or college savings. Additionally, with Bryn Mawr being home to many small business owners and entrepreneurs, a financial advisor could provide valuable guidance on managing cash flow and making strategic financial decisions for their businesses. Overall, a financial advisor could provide peace of mind and help residents of Bryn Mawr achieve financial stability and success.

Mortgage Loan Officer

Residents of Bryn Mawr, PA can benefit significantly from the services of a mortgage loan officer. These professionals can assist in a variety of ways, including helping residents secure financing for a new home or refinancing their current mortgage. Additionally, a mortgage loan officer can provide guidance on the various loan programs available, such as FHA or VA loans, and help residents determine the best option for their unique financial situation. One specific aspect of Bryn Mawr that a mortgage loan officer may be able to help with is navigating the competitive housing market in the area. With its desirable location and highly-rated schools, Bryn Mawr can be a challenging market for homebuyers, but a mortgage loan officer can provide valuable insight and support to help residents achieve their homeownership goals.

Tax Services

Residents of Bryn Mawr, PA could benefit from the expertise of a tax advisor in many ways. For example, with the high cost of living in the area, a tax advisor could help residents identify deductions and credits that could lower their tax burden. Additionally, Bryn Mawr is home to many small business owners who could benefit from a tax advisor's guidance on structuring their business and navigating tax laws. Furthermore, with the proximity to Philadelphia and its complex tax laws, a tax advisor could assist residents in properly understanding and complying with these regulations. Overall, a tax advisor could provide invaluable assistance to residents of Bryn Mawr, PA in navigating the often confusing and overwhelming world of taxes.

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