Estate Planning Attorneys in McKinney, TX

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List of Firms

Top McKinney, TX Estate Planning Law Firms

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Forsythe Law PLLC
5 out of 5
Location 950 W Bethany Dr Ste 320, Allen, TX 75013, USA
Phone (972) 945-8492
Directions
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Law Office of Kathy Jane Erickson, P.C.
5 out of 5
Location 6401 Eldorado Pkwy, McKinney, TX 75070, USA
Phone (469) 742-9618
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The Willingham Law Firm
5 out of 5
Location 2770 Main St Suite 97, Frisco, TX 75033, USA
Phone (469) 443-8755
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Ruais Law, PLLC
4 out of 5
Location 8951 Collin McKinney Pkwy #201, McKinney, TX 75070, USA
Phone (214) 572-2109
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Willingham & Galvan
5 out of 5
Location 7701 Eldorado Pkwy St #200, McKinney, TX 75070, USA
Phone (214) 250-4407
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Vogt Duff Law Group
Location 230 E Hunt St Suite 101, McKinney, TX 75069, USA
Phone (469) 742-0100
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The Anderson Law Firm, PLLC
5 out of 5
Location 11625 Custer Rd, Frisco, TX 75035, USA
Phone (972) 299-0833
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Wormington & Bollinger
4 out of 5
Location 212 E Virginia St, McKinney, TX 75069, USA
Phone (972) 569-3930
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The Malolo Law Firm, PLLC
5 out of 5
Location 6401 Eldorado Pkwy STE 102, McKinney, TX 75070, USA
Phone (214) 620-2088
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The Ramage Law Group
4 out of 5
Location 8951 Collin McKinney Pkwy #1401, McKinney, TX 75070, USA
Phone (972) 562-9890
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Bill Wollard, Attorney, C.P.A., LL.M. (Tax)
5 out of 5
Location 4800 Scoter Ln, McKinney, TX 75070, USA
Phone (214) 334-9458
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Law Office of Leah W. Coulter, PLLC
4 out of 5
Location 1650 W Virginia St Suite 206, McKinney, TX 75069, USA
Phone (469) 207-1592
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Estate Planning Lawyers in McKinney, TX

Where Estate Planners in McKinney, TX Serve

McKinney, TX is a vibrant city with plenty of landmarks, top employers, major highways and streets, and neighborhoods. From the historic downtown area to the sprawling suburbs, there's something for everyone in this bustling city. Some of the most notable landmarks in McKinney include the Collin County History Museum, the McKinney Performing Arts Center, and the Chestnut Square Historic Village. These attractions offer a glimpse into the city's rich history and culture. As for top employers, McKinney is home to several major companies, including Raytheon, Emerson, and Medical City McKinney. These companies provide jobs for thousands of residents and contribute to the city's thriving economy. When it comes to transportation, McKinney is well-connected to the rest of the Dallas-Fort Worth metroplex via major highways like US-75 and SH-121. In addition, the city boasts a network of well-maintained streets and roads that make getting around a breeze.

Financial Services Related to Estate Planning in McKinney, TX

Banks and Credit Unions

Residents of McKinney, TX can benefit from a bank in a number of ways. For starters, a bank can provide access to loans and credit cards that can help residents finance major purchases or emergencies. Additionally, a bank can offer savings accounts and investment options that allow residents to grow their wealth over time. One specific way that banks can help residents of McKinney is by providing support for local businesses. McKinney is a growing city with a strong entrepreneurial spirit, and banks can help these businesses get off the ground by providing loans, lines of credit, and other financial services. By supporting local businesses, banks can help McKinney continue to thrive and provide opportunities for its residents.

Insurance Broker

Residents of McKinney, TX can benefit greatly from the services of an insurance broker. With the city's growing population and diverse economy, it can be challenging to navigate the various insurance options available. An insurance broker can help residents find the right coverage for their needs, whether it's for their home, car, or business. Additionally, with the city's susceptibility to natural disasters such as tornadoes and hailstorms, an insurance broker can help residents ensure they have adequate coverage for these events. By working with an insurance broker, McKinney residents can have peace of mind knowing they have the proper protection in place.

Retirement Planning

Residents of McKinney, TX could benefit from the services of a retirement planner in a variety of ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their specific financial situation and goals. This could include developing a strategy for saving and investing, as well as identifying potential sources of income during retirement. Additionally, a retirement planner could provide guidance on how to navigate the complex world of retirement benefits, including Social Security and Medicare. For residents of McKinney, TX in particular, a retirement planner could also help them navigate the unique tax laws and regulations that apply to their state and local area. Overall, a retirement planner can be an invaluable resource for anyone looking to plan for a secure and comfortable retirement.

Wealth Management

Residents of McKinney, TX can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a customized financial plan that takes into account the unique needs and goals of the individual or family. This can include strategies for saving for retirement, investing in the local real estate market, and managing debt. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and insurance needs. With McKinney's growing population and diverse economy, a wealth manager can help residents navigate the changing financial landscape and make informed decisions about their financial future.

Financial Advisor

Residents of McKinney, TX can greatly benefit from the guidance of a financial advisor. With a growing population and a thriving economy, the city offers numerous opportunities for financial growth and stability. A financial advisor can help residents navigate the local real estate market, which has seen a surge in demand in recent years. They can also provide advice on investment opportunities, retirement planning, and debt management, all of which are crucial for long-term financial success. Additionally, with the city's diverse population, a financial advisor can help individuals from different cultural backgrounds understand the unique financial challenges they may face and provide tailored solutions to meet their needs. Overall, a financial advisor can be an invaluable resource for residents of McKinney, TX looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of McKinney, TX can greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing a home in the area. With its growing population and booming real estate market, McKinney can be a competitive place to find the perfect home. A mortgage loan officer can help residents navigate the process of securing a loan, ensuring they get the best interest rates and terms possible. Additionally, a loan officer can provide valuable insights into the local market and help residents find homes that fit their budget and needs. With the help of a mortgage loan officer, residents of McKinney can feel confident and supported as they make one of the biggest financial decisions of their lives.

Tax Services

Residents of McKinney, TX can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can assist McKinney residents is by helping them navigate the complex tax laws and regulations specific to Texas. For example, Texas is one of only a few states that does not have a state income tax, but there are still many other taxes that residents may have to pay, such as property taxes and sales taxes. A tax advisor can help residents understand their tax liabilities, identify potential deductions and credits, and develop strategies to minimize their tax burden. Additionally, a tax advisor can help residents with tax planning, estate planning, and other financial matters to ensure that they are making the most of their money and protecting their assets for the future.

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