Estate Planning Attorneys in King of Prussia, PA

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List of Firms

Top King of Prussia, PA Estate Planning Law Firms

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High Swartz
5 out of 5
Location 40 E Airy St, Norristown, PA 19401, USA
Phone (610) 275-0700
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Law Office Of Shari J.Odenheimer
Location 640 Freedom Business Center Dr #230, King of Prussia, PA 19406, USA
Phone (484) 754-5898
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KM&A
5 out of 5
Location 1150 1st Ave #501, King of Prussia, PA 19406, USA
Phone (610) 616-5686
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Law Office of Tejal Mehta
5 out of 5
Location 1150 1st Ave #501, King of Prussia, PA 19406, USA
Phone (610) 994-0295
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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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Goodstein Law Associates
Location 630 Freedom Business Center Dr, King of Prussia, PA 19406, USA
Phone (610) 205-2909
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Maioriello Law/Law Offices of John Maioriello
Location 630 Freedom Business Center Dr 3rd Floor, King of Prussia, PA 19406, USA
Phone (610) 768-7746
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Sadek and Cooper Law Offices, LLC
5 out of 5
Location 630 Freedom Business Center Dr #36, King of Prussia, PA 19406, USA
Phone (610) 854-9899
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Law Office of Crystal Y. Miller
Location 104 Koegel Ln, Jeffersonville, PA 19403, USA
Phone (484) 254-4080
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Morrow Tompkins & Lefevre, LLC
4 out of 5
Location 58 E Penn St, Norristown, PA 19401, USA
Phone (610) 272-3650
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David M. Frees III
5 out of 5
Location 120 Gay St, Phoenixville, PA 19460, USA
Phone (610) 933-2067
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Estate Planning Lawyers in King of Prussia, PA

Where Estate Planners in King of Prussia, PA Serve

King of Prussia, PA is a bustling suburb located in Montgomery County with a rich history and diverse community. This town is home to some of the most iconic landmarks in the area, including the King of Prussia Mall, Valley Forge National Historical Park, and the Gulph Mills Golf Club. The top employers in King of Prussia are diverse and include companies such as Lockheed Martin, GlaxoSmithKline, and Comcast. These businesses provide a significant boost to the local economy and offer a wide range of job opportunities for residents. Major highways and streets in the area include the Pennsylvania Turnpike, Route 202, and Route 422, making it easy for residents to commute to nearby cities such as Philadelphia and Reading. King of Prussia is divided into several neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Gulph Mills, Wayne, and Upper Merion, all of which offer a variety of housing options and amenities for residents.

Financial Services Related to Estate Planning in King of Prussia, PA

Banks and Credit Unions

Residents of King of Prussia, PA can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can manage their finances more efficiently, make payments easily, and save money for future expenses. Additionally, banks can provide financial advice and guidance to help residents make informed decisions about their money. In King of Prussia, PA, a bank can also offer specific services tailored to the needs of the community, such as small business loans for local entrepreneurs. Overall, a bank can be a valuable resource for residents of King of Prussia, PA, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of King of Prussia, PA can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex insurance landscape and find the right insurance coverage that fits their unique needs and budget. Specifically, King of Prussia, PA residents can benefit from an insurance broker's knowledge of the local insurance market, which includes the specific risks and challenges faced by the community. This could include factors such as the prevalence of severe weather conditions, high traffic volumes, and the diverse range of industries in the area. With the help of an insurance broker, King of Prussia, PA residents can feel confident that they have the right insurance coverage to protect their assets and financial well-being.

Retirement Planning

Residents of King of Prussia, PA can benefit greatly from the expertise of a retirement planner. With a population of over 19,000 people, many individuals may be unsure of how to prepare for their retirement years. A retirement planner can assist with creating a personalized plan that takes into account the unique needs and goals of each individual. For example, King of Prussia is home to the King of Prussia Mall, one of the largest shopping centers in the United States. A retirement planner can help residents navigate the financial implications of living in an area with a high cost of living, such as managing expenses and creating a savings plan that allows them to enjoy their retirement years while still maintaining their standard of living. Additionally, a retirement planner can provide guidance on healthcare costs, social security benefits, and other important factors that can impact a person's retirement planning.

Wealth Management

Residents of King of Prussia, PA can benefit greatly from the services of a wealth manager. A wealth manager can help them with a variety of financial planning needs such as retirement planning, investment management, and tax planning. Additionally, a wealth manager can provide guidance on estate planning, risk management, and charitable giving. With its proximity to Philadelphia, King of Prussia residents may have unique financial needs and opportunities that require specialized expertise. For example, a wealth manager can help residents navigate the tax implications of working in Pennsylvania but living in New Jersey or Delaware. Overall, a wealth manager can provide personalized financial advice and support to help King of Prussia residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of King of Prussia, PA could benefit greatly from the guidance of a financial advisor. One specific way that a financial advisor could help is by assisting with retirement planning. With the median age of residents in King of Prussia being 40 years old, many are likely thinking about their future and how they will be able to retire comfortably. A financial advisor could provide personalized advice on saving for retirement, creating a budget, and investing wisely. Additionally, with King of Prussia being home to many large corporations, a financial advisor could help individuals navigate employee benefits and stock options. Overall, a financial advisor could provide valuable assistance to residents of King of Prussia in achieving their financial goals and securing their future.

Mortgage Loan Officer

Residents of King of Prussia, PA can benefit greatly from the services of a mortgage loan officer. These professionals can help them secure a loan to purchase a new home or refinance an existing one. With the housing market in King of Prussia being highly competitive, a mortgage loan officer can provide valuable guidance on the best loan options available to residents. They can also help residents navigate the complex process of applying for a mortgage, ensuring that they have all the necessary documentation and information. Additionally, mortgage loan officers can provide advice on how to improve credit scores, which is particularly important in King of Prussia where many homes are priced at a premium. Overall, a mortgage loan officer can be an invaluable resource for residents of King of Prussia looking to purchase or refinance a home.

Tax Services

Residents of King of Prussia, PA can benefit greatly from the expertise of a tax advisor. One specific way that a tax advisor can help is by navigating the local tax laws and regulations that are unique to the area. For example, King of Prussia is located in Montgomery County, which has its own tax laws and regulations that can be confusing for residents to navigate on their own. A tax advisor can help residents understand these laws and ensure they are taking advantage of any available deductions or credits. Additionally, a tax advisor can provide guidance on tax planning strategies to help residents minimize their tax burden and maximize their savings. Overall, a tax advisor can provide valuable assistance to residents of King of Prussia, PA in navigating the complex world of taxes and ensuring they are in compliance with all applicable laws and regulations.

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