Estate Planning Attorneys in Fredericksburg, VA

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List of Firms

Top Fredericksburg, VA Estate Planning Law Firms

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Sara S. Josey
5 out of 5
Location 910 Littlepage St suite a, Fredericksburg, VA 22401, USA
Phone (540) 656-2210
Directions
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Livesay & Myers, P.C.
5 out of 5
Location 150 Riverside Pkwy #307, Fredericksburg, VA 22406, USA
Phone (540) 370-4140
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Woehrle Dahlberg Yao, PLLC
3 out of 5
Location 2016 Lafayette Blvd, Fredericksburg, VA 22401, USA
Phone (540) 898-8881
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Fisher-Sandler, LLC - Fredericksburg, VA
5 out of 5
Location 1930 William St, Fredericksburg, VA 22401, USA
Phone (540) 274-5566
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Goodall, Carper & Dillon Law, PLLC
4 out of 5
Location 1259 Courthouse Rd # 101, Stafford, VA 22554, USA
Phone (540) 659-3130
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Meyer & Bowden, PLLC
5 out of 5
Location 1380 Central Park Blvd Suite 204, Fredericksburg, VA 22401, USA
Phone (703) 722-6293
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Law Offices of Jennifer M. Simmons, PLC
4 out of 5
Location 10709 Spotsylvania Ave suite 101-b, Fredericksburg, VA 22408, USA
Phone (540) 710-7800
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John D. Mayoras, Attorney at Law, PLC
4 out of 5
Location 614 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 371-4500
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Carrell Blanton Ferris & Associates, PLC
4 out of 5
Location 725 Jackson St #209, Fredericksburg, VA 22401, USA
Phone (540) 318-5998
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The Law Office of Mark Murphy
5 out of 5
Location 411 Elm St, Fredericksburg, VA 22401, USA
Phone (540) 372-3700
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Hirschler Fleischer
3 out of 5
Location 725 Jackson St, Fredericksburg, VA 22401, USA
Phone (540) 604-2100
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Cowan John C
Location 321 William St, Fredericksburg, VA 22401, USA
Phone (540) 373-4331
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Moore Richelle D
4 out of 5
Location 910 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 373-3500
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Barlow & Thomas, P.C.
4 out of 5
Location 3516 Plank Rd # 104, Fredericksburg, VA 22407, USA
Phone (540) 548-4120
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The Law Offices of Victoria Stoner PLLC
5 out of 5
Location 3516 Plank Rd, Fredericksburg, VA 22407, USA
Phone (540) 220-0866
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Williams Stone, PC
4 out of 5
Location 700 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 657-0111
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Estate Planning Lawyers in Fredericksburg, VA

Where Estate Planners in Fredericksburg, VA Serve

Fredericksburg, VA, nestled between Washington, D.C. and Richmond, VA, is a historic city packed with landmarks, top employers, major highways and streets, and neighborhoods. The city is home to the University of Mary Washington, Mary Washington Healthcare, and GEICO. Major highways, including I-95 and US-1, run through the city, making it easily accessible. The city's historic downtown district boasts numerous landmarks, including the Fredericksburg and Spotsylvania National Military Park, the Hugh Mercer Apothecary Shop, and the James Monroe Museum. The city is also home to several neighborhoods, including College Heights, Downtown Fredericksburg, and Lee's Hill. With its rich history, top employers, and convenient location, Fredericksburg is a city that offers something for everyone.

Financial Services Related to Estate Planning in Fredericksburg, VA

Banks and Credit Unions

Residents of Fredericksburg, VA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who need it. Fredericksburg is home to several small businesses that may require loans or lines of credit to grow and expand. A bank can help these businesses secure funding and provide them with the necessary resources to succeed. Additionally, a bank can offer residents access to savings accounts, checking accounts, and other financial tools to help them manage their money. With its rich history and vibrant community, Fredericksburg is a great place to live and work, and a bank can be an invaluable resource for those looking to thrive in this unique city.

Insurance Broker

Residents of Fredericksburg, VA would greatly benefit from the services of an insurance broker. With the city's proximity to major highways and a bustling downtown, accidents and incidents are unfortunately common. An insurance broker can assist residents in finding the best coverage for their vehicles and homes, providing peace of mind in case of unexpected events. Additionally, Fredericksburg is home to many small businesses, and an insurance broker can help entrepreneurs navigate the complex world of commercial insurance, ensuring that their businesses are protected in case of liability or other issues. Overall, an insurance broker can provide invaluable assistance to the residents of Fredericksburg, helping them find the right coverage for their unique needs and circumstances.

Retirement Planning

Residents of Fredericksburg, VA 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 the unique financial situation of each individual. This is especially important in Fredericksburg, where the cost of living can be higher than in other parts of Virginia. A retirement planner can help residents navigate the complex world of retirement savings, investment options, and tax planning to ensure that they are on track to meet their financial goals. Additionally, a retirement planner can provide guidance on long-term care planning, estate planning, and other important financial matters that become increasingly important as residents age. By working with a retirement planner, residents of Fredericksburg can have peace of mind knowing that their financial future is secure.

Wealth Management

Residents of Fredericksburg, VA can greatly benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager can help residents with retirement planning, investment management, and tax planning. Fredericksburg is home to many retirees, and a wealth manager can help them navigate the complexities of retirement planning, such as determining the best time to retire, managing their retirement accounts, and creating a sustainable income stream to last throughout their retirement. Additionally, a wealth manager can help Fredericksburg residents manage their investments, including selecting appropriate investment vehicles and monitoring their performance. Finally, a wealth manager can assist residents with tax planning, helping them minimize their tax burden and maximize their after-tax income. With a wealth manager's guidance, Fredericksburg residents can achieve financial security and peace of mind.

Financial Advisor

Residents of Fredericksburg, VA can benefit greatly from the guidance of a financial advisor. With its rich history and growing economy, Fredericksburg offers unique opportunities and challenges for its residents. A financial advisor can help residents navigate these challenges by providing personalized advice on budgeting, saving, and investing. For example, with the city's growing population and housing market, a financial advisor can assist residents in making informed decisions about purchasing or renting a home. Additionally, with the city's proximity to Washington D.C., a financial advisor can help residents take advantage of the various federal and state programs that may be available to them. Overall, a financial advisor can help residents of Fredericksburg achieve their financial goals and secure a stable future for themselves and their families.

Mortgage Loan Officer

Residents of Fredericksburg, VA could benefit from the expertise of a mortgage loan officer in a number of ways. For example, a loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-qualification to closing. They can also help residents understand the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help them choose the one that best fits their needs. In addition, a loan officer can help residents find the most competitive interest rates and loan terms. With Fredericksburg being a historic city with a rich cultural heritage, a loan officer who is familiar with the local real estate market can also help residents find properties that meet their unique needs and preferences.

Tax Services

Residents of Fredericksburg, VA 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 tax planning and preparation. This is especially important in Fredericksburg, where there are a variety of tax laws and regulations that can be confusing for the average person. A tax advisor can help residents navigate these laws and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide advice on how to minimize tax liability and avoid costly mistakes. With the help of a tax advisor, residents of Fredericksburg can feel confident that their taxes are being handled correctly and efficiently.

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