Estate Planning Attorneys in Lehigh County, PA

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List of Firms

Top Lehigh County, PA Estate Planning Law Firms

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Vasiliadis Pappas Associates LLC
4 out of 5
Location 2551 Baglyos Cir # A14, Bethlehem, PA 18020, USA
Phone (610) 694-9455
Directions
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Douglas Jon Tkacik Law Offices
5 out of 5
Location 18 E Market St, Bethlehem, PA 18018, USA
Phone (610) 882-3006
Directions
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The Law Offices Of Nancy K. Busch
4 out of 5
Location 825 N 19th St, Allentown, PA 18104, USA
Phone (610) 432-3337
Directions
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Law Office of William W. Matz, Jr.
5 out of 5
Location 211 W Broad St, Bethlehem, PA 18018, USA
Phone (610) 691-7888
Directions
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Ashby Law Offices, LLC
5 out of 5
Location 314 W Broad St Suite 118, Quakertown, PA 18951, USA
Phone (215) 536-7606
Directions
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Worth, Magee & Fisher, P.C.
4 out of 5
Location 2610 Walbert Ave Suite 2, Allentown, PA 18104, USA
Phone (610) 674-0505
Directions
Estate Planning Lawyers in Lehigh County, PA

Where Estate Planners in Lehigh County, PA Serve

Lehigh County, located in eastern Pennsylvania, boasts a plethora of landmarks that reflect its rich history and culture. The Allentown Art Museum, the Lehigh Valley Zoo, and the PPL Center are just a few of the many attractions that draw visitors from far and wide. As for top employers, Lehigh County is home to several major companies, including Air Products & Chemicals, Lehigh Valley Health Network, and Mack Trucks. These companies provide a diverse range of job opportunities for the county's residents. In terms of transportation, Lehigh County is well-connected to the rest of the state and beyond thanks to its many major highways and streets. Interstate 78, U.S. Route 22, and Pennsylvania Route 309 are just a few of the roads that run through the county, making it easy for commuters and travelers to get where they need to go. Finally, Lehigh County is made up of many unique neighborhoods, each with its own character and charm.

Financial Services Related to Estate Planning in Lehigh County, PA

Banks and Credit Unions

Residents of Lehigh County, PA can benefit greatly from the services provided by a bank. One of the most common ways a bank can help residents is by providing them with access to financial resources. This can include opening a checking or savings account, obtaining a loan, or using online banking tools to manage finances. Additionally, with Lehigh County being home to several colleges and universities, banks can offer student loan options to help finance higher education. Furthermore, with the county's rich history in manufacturing and industry, banks can provide business loans and lines of credit to local entrepreneurs looking to start or expand their businesses. Overall, a bank can play a vital role in helping residents of Lehigh County achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Lehigh County, PA can benefit from the services of an insurance broker in several ways. One of the most common ways that an insurance broker can assist residents is by helping them navigate the complex world of health insurance. With the Affordable Care Act in place and the state of Pennsylvania expanding Medicaid, it can be challenging for residents to determine which coverage options are best for them. An insurance broker can help residents understand the different types of plans available, compare costs and benefits, and find a plan that meets their specific needs. Additionally, with Lehigh County being home to several small businesses, an insurance broker can also help business owners find the right insurance coverage for their employees, ensuring that they are protected and able to attract and retain top talent.

Retirement Planning

Residents of Lehigh County, PA 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 specific needs and goals of each individual. For example, residents of Lehigh County may have a higher cost of living than other areas, which could impact their retirement savings goals. A retirement planner can help residents navigate these unique challenges and ensure they have a solid financial plan in place for their future. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, all of which are crucial components of a comprehensive retirement plan. By working with a retirement planner, residents of Lehigh County can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable and secure future.

Wealth Management

Residents of Lehigh County, PA can benefit from the expertise of a wealth manager in many ways. One of the most common ways is through retirement planning. With an aging population in Lehigh County, many residents are looking for guidance on how to prepare for their golden years. A wealth manager can help them navigate the complexities of Social Security, IRA accounts, and other retirement savings options. Additionally, Lehigh County is home to a number of family-owned businesses that may require succession planning. A wealth manager can help these business owners ensure a smooth transition of ownership and preserve the family legacy. Overall, a wealth manager can provide valuable financial guidance to residents of Lehigh County, helping them achieve their long-term financial goals.

Financial Advisor

Residents of Lehigh County, PA can greatly benefit from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique characteristics of the county. For example, Lehigh County has a diverse economy that includes industries such as healthcare, education, and manufacturing. A financial advisor can help residents navigate this complex economic landscape by providing guidance on investment strategies, retirement planning, and tax management. Additionally, a financial advisor can help residents plan for unexpected events, such as job loss or medical emergencies, by creating an emergency fund and ensuring that insurance coverage is adequate. Overall, a financial advisor can provide valuable guidance and support to residents of Lehigh County as they strive to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lehigh County, PA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for their dream homes or investment properties. With the expertise of a mortgage loan officer, residents can navigate the complex process of obtaining a mortgage and find the best possible terms for their financial situation. In Lehigh County, where the housing market is competitive and prices are on the rise, having a knowledgeable mortgage loan officer on your side can make all the difference in securing your dream home. Additionally, residents of Lehigh County may be eligible for special loan programs and incentives, such as those offered by the Pennsylvania Housing Finance Agency, and a mortgage loan officer can help guide them through the application process.

Tax Services

Residents of Lehigh County, PA can benefit greatly from the services of a tax advisor. Tax advisors can help individuals navigate the complex tax laws and regulations specific to Pennsylvania and Lehigh County. For example, Lehigh County has a local Earned Income Tax (EIT) that must be filed by all residents who work within the county. A tax advisor can ensure that residents are aware of this requirement and help them file their taxes correctly. Additionally, tax advisors can help residents maximize their deductions and credits, potentially saving them money on their tax bill. With the help of a tax advisor, residents of Lehigh County can feel confident that their taxes are being handled properly and that they are getting the most out of their tax return.

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