Estate Planning Attorneys in Covington, KY

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List of Firms

Top Covington, KY Estate Planning Law Firms

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Darpel Elder Law
5 out of 5
Location 507 Centre View Blvd, Crestview Hills, KY 41017, USA
Phone (859) 341-4100
Directions
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Wurz Financial Services - Financial Advisors for Attorneys and Retirees - Covington, KY
5 out of 5
Location 200 W Pike St Suite 100, Covington, KY 41011, USA
Phone (859) 291-9879
Directions
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Russell & Ireland Law Group, LLC
5 out of 5
Location 726 Greenup St, Covington, KY 41011, USA
Phone (859) 581-0800
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DAP Estate Planning
5 out of 5
Location 526 Philadelphia St #6, Covington, KY 41011, USA
Phone (859) 470-3921
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The Berger Firm
4 out of 5
Location 118 W 5th St, Covington, KY 41011, USA
Phone (859) 431-1000
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Wolnitzek & Rowekamp PLLC
4 out of 5
Location 600 Greenup St Suite 200, Covington, KY 41011, USA
Phone (859) 491-4444
Directions
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Colston Gregory A
5 out of 5
Location 111 Park Pl, Covington, KY 41011, USA
Phone (859) 261-7400
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Estate Planning Lawyers in Covington, KY

Where Estate Planners in Covington, KY Serve

Covington, KY is a vibrant city located in northern Kentucky, just across the Ohio River from Cincinnati, OH. This bustling metropolis boasts a rich history, with landmarks like the Roebling Suspension Bridge, the John A. Roebling House, and the Cathedral Basilica of the Assumption. Top employers in Covington include St. Elizabeth Healthcare, Fidelity Investments, and the Internal Revenue Service. Major highways in the area include I-71, I-75, and I-275, making it easy to travel to and from the city. Covington is also home to a variety of unique neighborhoods, each with its own distinct character. From the historic Mainstrasse Village to the trendy Roebling Point, there's something for everyone in this exciting city. So whether you're looking for a night out on the town or a quiet stroll through a charming neighborhood, Covington is the perfect place to call home.

Financial Services Related to Estate Planning in Covington, KY

Banks and Credit Unions

Residents of Covington, KY can benefit greatly from the services offered by a bank. One of the most common ways a bank can help is by providing access to financial resources. Covington, KY is a vibrant city with a diverse population, and many residents may need assistance with managing their finances. A bank can offer services such as savings accounts, checking accounts, and loans to help individuals and families achieve their financial goals. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their finances. With the help of a bank, residents of Covington, KY can take steps towards achieving financial stability and security.

Insurance Broker

Residents of Covington, KY can benefit greatly from the services of an insurance broker. For example, with the city located near the Ohio River, residents may be at a higher risk for flooding and would benefit from a broker who can help them find the right flood insurance coverage. Additionally, with Covington being a densely populated urban area, residents may face higher rates for car insurance and could benefit from a broker who can help them find the best rates and coverage options. A broker can also assist residents in navigating the complex world of health insurance, finding plans that fit their needs and budget. Overall, an insurance broker can provide invaluable assistance to residents of Covington, KY in finding the right insurance coverage for their unique circumstances.

Retirement Planning

Residents of Covington, KY could benefit from the services of a retirement planner in a number of ways. For example, a retirement planner could help them determine how much they need to save in order to retire comfortably, given the cost of living in Covington. They could also help residents navigate the complex world of retirement plans, such as 401(k)s and IRAs, and choose the best options for their individual needs. Additionally, a retirement planner could help residents plan for unexpected expenses, such as medical bills or home repairs, which can be particularly challenging in Covington due to the city's high poverty rate. Overall, a retirement planner could provide invaluable guidance and support to residents of Covington as they plan for their financial future.

Wealth Management

Residents of Covington, KY can benefit greatly from the services of a wealth manager. One specific way a wealth manager can help is by providing guidance on how to invest in local businesses and real estate. Covington has a thriving downtown area with many small businesses and historic buildings, making it an attractive location for investment. A wealth manager can help residents navigate the local market and identify opportunities for growth. Additionally, they can provide advice on retirement planning, tax optimization, and estate planning. With their expertise and knowledge, a wealth manager can help residents of Covington achieve their financial goals and secure their future.

Financial Advisor

Residents of Covington, KY can benefit greatly from the guidance of a financial advisor. With a median household income below the national average, many families in Covington struggle to make ends meet. A financial advisor can help these families create a budget and develop a plan to save for their future. Additionally, Covington has a high poverty rate, which can make it difficult for individuals to access financial resources. A financial advisor can provide education on financial literacy and help residents navigate resources such as government assistance programs and community resources. Overall, a financial advisor can provide valuable support and guidance to the residents of Covington, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Covington, KY can benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by helping them secure a mortgage loan to purchase a home. With the help of a loan officer, residents can navigate the often complex and confusing process of obtaining a mortgage loan. Additionally, a loan officer can help residents refinance an existing mortgage, which can lower monthly payments and save them money over the long term. Another way that residents can benefit from a loan officer is by receiving guidance on the various loan options available to them. This is particularly important in Covington, KY, where the housing market can be competitive and fluctuate rapidly. Overall, a mortgage loan officer can provide valuable assistance to residents of Covington, KY who are looking to buy or refinance a home.

Tax Services

Residents of Covington, KY can benefit greatly from the services of a tax advisor. With the city's diverse population and unique tax laws, a skilled tax advisor can help individuals navigate the complex tax system and maximize their deductions and credits. For example, Covington is home to many small businesses, and a tax advisor can assist entrepreneurs with tax planning and compliance, ensuring they are taking advantage of all available tax breaks. Additionally, Covington has a high poverty rate, and a tax advisor can help low-income residents access tax credits and benefits that they may not be aware of. Overall, a tax advisor can provide valuable guidance and support to Covington residents, helping them save money and achieve their financial goals.

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