Estate Planning Attorneys in Davidson County, NC

We did the hard work of finding trustworthy partners in Davidson County, NC. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Davidson County, NC Estate Planning Law Firms

generic_business-71
Cecil, Cecil & Barker PA
4 out of 5
Location 1026 Hutton Ln, High Point, NC 27262, USA
Phone (336) 883-8383
Directions
generic_business-71
Goldsmith Tuch Law
4 out of 5
Location 3540 Clemmons Rd #107, Clemmons, NC 27012, USA
Phone (336) 766-2767
Directions
generic_business-71
Law Office of Jeffrey J. Berg
4 out of 5
Location 401 W Center St, Lexington, NC 27292, USA
Phone (336) 249-3870
Directions
generic_business-71
Barnes Grimes Bunce & Fraley
5 out of 5
Location 20 S Main St, Lexington, NC 27292, USA
Phone (336) 249-9128
Directions
generic_business-71
Coltrane Grubbs, PLLC
5 out of 5
Location 109 E Mountain St Suite C, Kernersville, NC 27284, USA
Phone (336) 996-4166
Directions
generic_business-71
Joseph C. Lambert, Attorney at Law, PLLC
5 out of 5
Location 2150 Country Club Rd #219, Winston-Salem, NC 27104, USA
Phone (336) 892-2207
Directions
generic_business-71
Plyler + Waterhouse, PLLC (formerly Plyler Law Firm)
5 out of 5
Location 175 W Holly Hill Rd, Thomasville, NC 27360, USA
Phone (336) 475-6522
Directions
generic_business-71
Roller Law
4 out of 5
Location 40 Salem St, Thomasville, NC 27360, USA
Phone (336) 475-0099
Directions
generic_business-71
Nance & Overbey, PLLC
4 out of 5
Location 214 E Innes St, Salisbury, NC 28144, USA
Phone (704) 637-5590
Directions
generic_business-71
Scott Y. Curry, Attorney at Law
5 out of 5
Location 212 N State St, Lexington, NC 27292, USA
Phone (336) 248-2304
Directions
generic_business-71
Susan Hunt Law
5 out of 5
Location 501 Simpson St, Greensboro, NC 27401, USA
Phone (336) 373-9877
Directions
generic_business-71
Darren S. Cranfill Attorney at Law
4 out of 5
Location 2565-B Old Glory Rd, Clemmons, NC 27012, USA
Phone (336) 766-9997
Directions
generic_business-71
J. E. Thornton, P.A.
5 out of 5
Location 3303 Healy Dr Ste. A, Winston-Salem, NC 27103, USA
Phone (336) 768-3200
Directions
Estate Planning Lawyers in Davidson County, NC

Where Estate Planners in Davidson County, NC Serve

Davidson County, located in the heart of North Carolina, is a vibrant and dynamic community with a rich history and diverse population. Boasting a variety of landmarks and attractions, the county is home to numerous top employers, major highways and streets, and unique neighborhoods that offer something for everyone. From the majestic beauty of High Rock Lake and the historic charm of Old Salem to the bustling energy of downtown Lexington, Davidson County is a treasure trove of cultural and recreational opportunities. Whether you're interested in exploring the great outdoors, immersing yourself in local history and culture, or simply enjoying the company of friends and family, there's always something to see and do in this vibrant community. Some of the top employers in Davidson County include Novant Health, Wake Forest Baptist Health, and the Lexington City School District, among others. Major highways and streets in the area include I-85, US-52, and NC-8, providing convenient access to nearby cities and attractions.

Financial Services Related to Estate Planning in Davidson County, NC

Banks and Credit Unions

Residents of Davidson County, NC can benefit from a bank in a variety of ways. One of the most common ways a bank can assist them is by providing access to financial services such as checking and savings accounts, loans, and credit cards. With the help of a bank, residents can manage their finances more effectively, save money for future expenses, and obtain funds for major purchases or emergencies. Additionally, banks in Davidson County may offer specialized services such as investment advice and retirement planning to help residents achieve their long-term financial goals. Overall, a bank can play an important role in improving the financial well-being of individuals and families in Davidson County.

Insurance Broker

Residents of Davidson County, NC can benefit greatly from the services of an insurance broker. With so many insurance options available, it can be overwhelming to navigate the complex world of insurance policies. An insurance broker can help residents of Davidson County, NC find the best coverage for their specific needs, whether it be health, auto, or home insurance. They can also help residents understand the often confusing terms and conditions of their policies. Additionally, an insurance broker can provide personalized advice and recommendations based on the unique needs of Davidson County, NC residents, such as coverage for natural disasters like hurricanes and tornadoes that are common in the area. Overall, an insurance broker can provide invaluable assistance to residents of Davidson County, NC in ensuring that they have the proper coverage and protection for their assets and well-being.

Retirement Planning

Residents of Davidson County, NC can benefit greatly 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 that takes into account factors specific to Davidson County, NC. For example, the planner can assess the cost of living in the area and help residents plan for expenses such as healthcare and property taxes. Additionally, the planner can help residents navigate the complex world of Social Security and Medicare, ensuring they receive the benefits they are entitled to. By working with a retirement planner, residents of Davidson County, NC can gain peace of mind knowing they have a solid plan in place for their future.

Wealth Management

Residents of Davidson County, NC can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by developing a personalized financial plan that takes into account their unique circumstances and goals. This could include creating a budget, investing in the stock market, or planning for retirement. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations specific to Davidson County, NC, ensuring that they are taking advantage of all available tax breaks and deductions. With their expertise and guidance, residents can feel confident that their financial future is in good hands.

Financial Advisor

Residents of Davidson County, NC can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized budget and financial plan. This is especially important for residents of Davidson County, as the cost of living can vary greatly depending on where you live within the county. Additionally, a financial advisor can help residents navigate the local job market and plan for retirement, which is particularly important given the aging population of Davidson County. By working with a financial advisor, residents can feel more confident and secure in their financial future, regardless of their current financial situation.

Mortgage Loan Officer

Residents of Davidson County, NC can benefit greatly from the services of a mortgage loan officer. A mortgage loan officer can help residents secure financing for their dream homes, whether they are first-time homebuyers or looking to refinance their current mortgages. In Davidson County, NC, where the median home value is $157,000, a mortgage loan officer can help residents navigate the complex process of obtaining a loan and ensure they get the best possible interest rates and terms. Additionally, a mortgage loan officer can provide valuable advice on the local real estate market and help residents understand the various loan options available to them. With the help of a mortgage loan officer, residents of Davidson County, NC can achieve their homeownership dreams and build wealth through real estate.

Tax Services

Residents of Davidson County, NC can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on tax returns. This is especially important for residents of Davidson County, NC who may be eligible for specific state and local tax credits, such as the North Carolina Child Care Credit or the North Carolina Film and Entertainment Grant. A tax advisor can also assist with tax planning, ensuring that residents are taking advantage of all available tax-saving strategies and avoiding costly mistakes. With the help of a tax advisor, residents of Davidson County, NC can feel confident that they are making the most of their tax situation and maximizing their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs