Estate Planning Attorneys in Greene County, OH

We did the hard work of finding trustworthy partners in Greene County, OH. 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 Greene County, OH Estate Planning Law Firms

generic_business-71
Roberson Law Firm
5 out of 5
Location 1225 E David Rd, Kettering, OH 45429, USA
Phone (937) 643-2000
Directions
generic_business-71
Holzfaster, Cecil, McKnight & Mues, LPA
4 out of 5
Location 1105 Wilmington Ave, Dayton, OH 45420, USA
Phone (937) 293-2141
Directions
generic_business-71
Culpepper Law, Estate Planning Attorney
5 out of 5
Location 2955 Exchange Pl Blvd Ste.104, Miamisburg, OH 45342, USA
Phone (937) 589-4144
Directions
generic_business-71
Houck Menninger Law, LLC
5 out of 5
Location 1800 Lyons Road First Floor, Centerville, OH 45458, USA
Phone (937) 985-0059
Directions
generic_business-71
Schmidt David R
4 out of 5
Location 1200 E Dorothy Ln, Dayton, OH 45419, USA
Phone (937) 299-1895
Directions
generic_business-71
Pendry Laura E
4 out of 5
Location 133 E Market St, Xenia, OH 45385, USA
Phone (937) 372-4919
Directions
generic_business-71
Adam R. Webber, Attorney at Law
5 out of 5
Location 4244 Indian Ripple Rd Suite 150, Beavercreek, OH 45440, USA
Phone (937) 797-8500
Directions
generic_business-71
Lovett & House Co., LPA
5 out of 5
Location 5540 Far Hills Ave Suite 109, Dayton, OH 45429, USA
Phone (937) 294-1446
Directions
generic_business-71
Lovett & House Co., LPA
5 out of 5
Location 10 W Monument Ave #101, Dayton, OH 45402, USA
Phone (937) 429-7730
Directions
generic_business-71
Lovett & House Co., LPA
5 out of 5
Location 202 N Limestone St Suite 100, Springfield, OH 45503, USA
Phone (937) 325-9796
Directions
generic_business-71
Charles H. Stier, Attorney at Law, Hammond Stier & Stadnicar LLC
3 out of 5
Location 3836 Dayton Xenia Rd, Beavercreek, OH 45432, USA
Phone (937) 426-3310
Directions
generic_business-71
Beck Law Office, LLC
5 out of 5
Location 1370 N Fairfield Rd, Beavercreek, OH 45432, USA
Phone (937) 426-4000
Directions
generic_business-71
Peterson & Peterson LLC
4 out of 5
Location 87 Progress Dr, Xenia, OH 45385, USA
Phone (937) 372-3584
Directions
generic_business-71
Cusack Law Office LLC
4 out of 5
Location 1195 Meadow Bridge Dr, Beavercreek, OH 45434, USA
Phone (937) 912-9252
Directions
generic_business-71
David Brannon, Attorney at Law
5 out of 5
Location 130 W 2nd St STE 904, Dayton, OH 45402, USA
Phone (937) 228-2306
Directions
generic_business-71
Pickrel, Schaeffer and Ebeling, LPA
5 out of 5
Location 40 N Main St Floor 27, Dayton, OH 45423, USA
Phone (937) 223-1130
Directions
generic_business-71
Peter D. Stephan
4 out of 5
Location 1354 N Monroe Dr, Xenia, OH 45385, USA
Phone (937) 372-4404
Directions
generic_business-71
Arestides Law, LLC
5 out of 5
Location 2372 Lakeview Dr # E, Beavercreek, OH 45431, USA
Phone (937) 426-8020
Directions
generic_business-71
Law Offices Of Patricia N. Campbell LLC
4 out of 5
Location 90 E Franklin St, Bellbrook, OH 45305, USA
Phone (937) 310-3073
Directions
generic_business-71
David J. Smith
5 out of 5
Location 2190 Gateway Dr, Fairborn, OH 45324, USA
Phone (937) 318-1529
Directions
generic_business-71
Miller, Finney & McKeown LLC
4 out of 5
Location 85 W Main St, Xenia, OH 45385, USA
Phone (937) 372-8055
Directions
generic_business-71
Law Office of Phillip L. Beard
4 out of 5
Location 260 N Detroit St, Xenia, OH 45385, USA
Phone (937) 372-4411
Directions
generic_business-71
Hammond Stier & Stadnicar LLC--Attorneys at Law
4 out of 5
Location 3836 Dayton Xenia Rd, Beavercreek, OH 45432, USA
Phone (937) 426-3310
Directions
generic_business-71
Ferguson & Ferguson LLC
5 out of 5
Location 3010 Old U.S. 35, Xenia, OH 45385, USA
Phone (937) 372-9963
Directions
Estate Planning Lawyers in Greene County, OH

Where Estate Planners in Greene County, OH Serve

Nestled in the heart of Ohio, Greene County is a vibrant and bustling community that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Xenia Station to the stunning Cedarville Opera House, Greene County is home to a plethora of iconic landmarks that attract visitors from far and wide. With top employers such as Wright-Patterson Air Force Base and the Greene Memorial Hospital, the county is a hub of economic activity and opportunity. Major highways and streets such as Interstate 675 and US Route 35 provide easy access to neighboring cities and towns, while neighborhoods like Beavercreek and Bellbrook offer residents a peaceful and serene place to call home. Whether you're a visitor or a resident, Greene County is a place that is sure to captivate and inspire.

Financial Services Related to Estate Planning in Greene County, OH

Banks and Credit Unions

Residents of Greene County, OH could benefit from a bank in a multitude of ways. One specific example is through the provision of loans for small businesses in the area. Greene County is home to a number of small towns and rural communities, and many individuals in these areas may be looking to start or expand their own businesses. A bank could provide the necessary funding for these ventures, helping to stimulate economic growth and create job opportunities within the county. Additionally, a bank could offer financial education and resources to residents, helping them to better manage their money and plan for their future. Overall, a bank could play a crucial role in supporting the financial well-being and prosperity of the Greene County community.

Insurance Broker

Residents of Greene County, OH can benefit greatly from the services of an insurance broker. With a population of over 160,000 people, many individuals and families in the county may not have the time or expertise to navigate the complex world of insurance on their own. An insurance broker can help residents find the best coverage for their needs, whether it's for health, home, auto, or life insurance. They can also assist with claims and provide guidance on ways to save money on premiums. One specific challenge facing residents of Greene County is the risk of severe weather, including tornadoes and hailstorms. An insurance broker can help residents understand the coverage they need to protect their homes and property in the event of such disasters. By working with an insurance broker, residents of Greene County can have peace of mind knowing they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Greene County, OH could benefit from a retirement planner in a multitude of ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This could include strategies for maximizing retirement savings, minimizing taxes, and ensuring that they have enough income to support themselves throughout their retirement years. Additionally, a retirement planner could help residents of Greene County, OH navigate the complex world of retirement benefits and ensure that they are taking advantage of all the resources available to them. For example, they could help retirees understand the various benefits offered by the Ohio Public Employees Retirement System (OPERS), which is a popular option for many residents of Greene County. Overall, working with a retirement planner can provide peace of mind and help ensure a comfortable and secure retirement for residents of Greene County, OH.

Wealth Management

Residents of Greene County, OH could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing financial planning and investment advice. With a wealth manager's guidance, residents could better understand their financial goals and create a plan to achieve them. Additionally, a wealth manager could help residents navigate the unique financial challenges faced by those living in Greene County, such as the impact of the nearby Wright-Patterson Air Force Base on the local economy. With a wealth manager's expertise, residents could feel more confident in their financial decisions and better prepared for their future.

Financial Advisor

Residents of Greene County, OH 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 in Greene County, where the cost of living is slightly higher than the national average. A financial advisor can help residents navigate their expenses, prioritize their financial goals, and create a plan to achieve those goals. Additionally, a financial advisor can provide guidance on retirement planning, investment strategies, and debt management, all of which are crucial for long-term financial stability. By working with a financial advisor, residents of Greene County can feel more confident about their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Greene County, OH would greatly benefit from the assistance of a mortgage loan officer when purchasing a new home or refinancing their current one. With the county's growing population and diverse housing market, a loan officer can provide valuable guidance and expertise on the best loan options available. Furthermore, Greene County is home to many military families due to its proximity to Wright-Patterson Air Force Base. A loan officer can assist these families in utilizing VA loan benefits and navigating the unique requirements of military housing. Overall, a mortgage loan officer can help residents of Greene County achieve their homeownership goals and make informed financial decisions.

Tax Services

Residents of Greene County, OH can benefit greatly from the expertise of a tax advisor. With a population of over 160,000 people, there are many individuals and families who may need assistance navigating the complex world of taxes. A tax advisor can help residents in Greene County with a variety of tasks, such as preparing and filing their tax returns, identifying deductions and credits that can save them money, and providing advice on how to minimize their tax liability. Additionally, residents who own businesses or rental properties may need help with tax planning and compliance. With the help of a knowledgeable tax advisor, residents of Greene County can ensure that they are meeting their tax obligations while also maximizing their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs