Estate Planning Attorneys in Devon, PA

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List of Firms

Top Devon, PA Estate Planning Law Firms

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Wade & Goldstein
4 out of 5
Location 61 Cassatt Ave, Berwyn, PA 19312, USA
Phone (610) 296-1800
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Harvey Ballard & Bornstein
5 out of 5
Location 800 Lancaster Ave # T2, Berwyn, PA 19312, USA
Phone (610) 408-8388
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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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Metka Law, LLC
Location 1055 Westlakes Dr #300, Berwyn, PA 19312, USA
Phone (610) 813-4994
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L. Theodore Hoppe, Jr., Esquire - Attorney at Law
4 out of 5
Location 25 W Second Street Second Floor, Media, PA 19063, USA
Phone (610) 497-3579
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Law Office of Judson H. Shutt
Location 167 Conestoga Rd, Wayne, PA 19087, USA
Phone (610) 688-1656
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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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Celli & Associates
5 out of 5
Location 125 Strafford Ave Suite 115, Wayne, PA 19087, USA
Phone (610) 525-5380
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Law Offices of Dawn Getty Sutphin
5 out of 5
Location 204 E Chester Pike, Ridley Park, PA 19078, USA
Phone (610) 246-5090
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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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Davis, Bennett, Spiess & Livingood
3 out of 5
Location 130 W Lancaster Ave # 202, Wayne, PA 19087, USA
Phone (610) 688-6200
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Eckell Sparks Attorneys at Law
5 out of 5
Location 300 W State St Suite 300, Media, PA 19063, USA
Phone (610) 565-3701
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The Danek Law Firm, LLC
5 out of 5
Location 1255 Drummers Ln #105, Wayne, PA 19087, USA
Phone (484) 344-5429
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Reidenbach & Associates, LLC
5 out of 5
Location 229 W Wayne Ave, Wayne, PA 19087, USA
Phone (610) 572-7075
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Crawford Diamond Flynn LLC
Location 19 Waterloo Ave, Berwyn, PA 19312, USA
Phone (610) 644-2600
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Mullen Coughlin LLC
5 out of 5
Location 426 W Lancaster Ave, Devon, PA 19333, USA
Phone (267) 930-4770
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Breedlaw
5 out of 5
Location 11 West Ave Suite 220, Wayne, PA 19087, USA
Phone (610) 971-0322
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Sandy C. McAdoo
5 out of 5
Location 80 Lancaster Ave #4, Devon, PA 19333, USA
Phone (610) 341-1000
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Dennis C Reardon & Associates
4 out of 5
Location 985 Old Eagle School Rd # 516, Wayne, PA 19087, USA
Phone (610) 687-3942
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Goodstein Law Associates
Location 630 Freedom Business Center Dr, King of Prussia, PA 19406, USA
Phone (610) 205-2909
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Estate Planning Lawyers in Devon, PA

Where Estate Planners in Devon, PA Serve

Devon, PA is a charming suburb located in Chester County, Pennsylvania, known for its rich history and picturesque landscapes. The town is home to several notable landmarks, including the Devon Horse Show and Country Fair, a popular equestrian event that draws visitors from around the world. The town is also home to the Devon Theater, a historic movie theater that has been entertaining residents since the 1940s. In terms of top employers, Devon is home to several major corporations, including Vanguard, a leading investment management firm, and Siemens Healthcare, a global leader in medical technology. The town is also home to several small businesses, including boutique shops, restaurants, and cafes. Major highways and streets in Devon include the Pennsylvania Turnpike, Route 30, and Lancaster Avenue. These roads provide easy access to nearby towns and cities, including Philadelphia, King of Prussia, and West Chester. Devon is divided into several distinct neighborhoods, including Devon Park, Devonshire, and Devon Square.

Financial Services Related to Estate Planning in Devon, PA

Banks and Credit Unions

Residents of Devon, PA would be helped by a bank in many ways. For instance, they could open a checking or savings account to manage their finances more effectively. Banks also offer loans to help residents achieve their financial goals, like buying a home or starting a business. Additionally, banks in Devon, PA may provide investment opportunities to help residents grow their wealth. Specifically, with the area's high median household income, residents may benefit from investment options that align with their financial goals and risk tolerance. Overall, a bank can provide Devon residents with the financial resources and guidance they need to achieve their goals and secure their financial future.

Insurance Broker

Residents of Devon, PA can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help is by providing guidance and advice on selecting the right insurance policies that meet the specific needs of Devon residents. For example, Devon is a small, affluent community with a high concentration of luxury homes and valuable assets. Therefore, an insurance broker can help residents find insurance policies that provide adequate coverage for their homes, cars, and other assets. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring that they have access to the best healthcare providers and coverage options available. Overall, an insurance broker can provide invaluable assistance to Devon residents in protecting their assets and securing their financial future.

Retirement Planning

Residents of Devon, PA can greatly benefit from the services of a retirement planner. With its affluent community and high cost of living, retirement planning is essential for many residents who want to maintain their lifestyle in their golden years. A retirement planner can help residents of Devon, PA create a personalized plan that takes into account their unique financial situation, goals, and retirement dreams. They can provide guidance on how to maximize retirement savings, minimize taxes, and ensure a steady stream of income throughout retirement. Additionally, a retirement planner can help residents navigate the complex world of healthcare and insurance, which can be especially important in a community with a large aging population like Devon, PA.

Wealth Management

Residents of Devon, PA could greatly benefit from the services of a wealth manager. With its affluent population and high cost of living, Devon residents may face unique financial challenges such as managing multiple income streams, navigating complex tax laws, and planning for retirement. A wealth manager can provide personalized financial advice and solutions to help residents achieve their financial goals, whether it's saving for college tuition, purchasing a second home, or preserving wealth for future generations. Additionally, a wealth manager can help Devon residents navigate the local real estate market, which is known for its high prices and competitive bidding wars. With the help of a skilled wealth manager, Devon residents can feel confident in their financial future and secure their financial well-being for years to come.

Financial Advisor

Residents of Devon, PA would greatly benefit from the guidance of a financial advisor. With its affluent community and high cost of living, Devon residents often have complex financial situations that require expert advice. A financial advisor can help them navigate the intricacies of investment planning, retirement planning, and estate planning. Additionally, with Devon's proximity to Philadelphia, many residents work in the city and may need assistance with tax planning and strategies for managing their income. A financial advisor can also help them develop a budget and savings plan, which is especially important in a community where expenses can quickly add up. Overall, a financial advisor can provide invaluable support to Devon residents looking to secure their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Devon, PA would benefit greatly from the assistance of a mortgage loan officer. With the high cost of living in this affluent community, many residents may struggle to afford a home without a mortgage. A loan officer can help residents navigate the complex process of securing a mortgage, including finding the best interest rates and loan terms. Additionally, Devon is known for its excellent schools, which may attract families looking to settle down in the area. A loan officer can help families find the right mortgage to fit their unique financial situation, allowing them to purchase a home in this desirable community.

Tax Services

Residents of Devon, PA can benefit greatly 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 their tax returns. In Devon, PA, where many residents own businesses or work in high-income industries, a tax advisor can help navigate the complex tax laws and regulations that apply to these situations. Additionally, a tax advisor can assist with tax planning and strategy, helping residents to minimize their tax liability and plan for future financial goals. With the help of a knowledgeable tax advisor, residents of Devon, PA can ensure that they are making the most of their financial resources and avoiding costly mistakes when it comes to taxes.

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