Estate Planning Attorneys in McLean, VA

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List of Firms

Top McLean, VA Estate Planning Law Firms

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Frederick J. Tansill & Associates, LLC
1 out of 5
Location 6723 Whittier Ave STE 104, McLean, VA 22101, USA
Phone (703) 847-1359
Directions
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SageTrust Law Group, PLLC
5 out of 5
Location 1750 Tysons Blvd Ste 1500, McLean, VA 22102, USA
Phone (703) 963-8537
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Marks & Associates Attorney At Law
5 out of 5
Location 1487 Chain Bridge Rd #302, McLean, VA 22101, USA
Phone (703) 790-9700
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Oveissi Law PLLC
Location 6718 Whittier Ave Suite 200, McLean, VA 22101, USA
Phone (703) 480-3120
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The Majors Law Firm, PLLC
Location 1750 Tysons Blvd Ste 1500, McLean, VA 22102, USA
Phone (703) 442-4160
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George J Shapiro PC
4 out of 5
Location 1464 Ingleside Ave, McLean, VA 22101, USA
Phone (703) 288-1926
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Manning & Murray, P.C.
4 out of 5
Location 6045 Wilson Blvd #300, Arlington, VA 22205, USA
Phone (703) 532-5400
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The Sack Law Firm P.C.
5 out of 5
Location 8270 Greensboro Dr #810, McLean, VA 22102, USA
Phone (703) 883-0102
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The Collins Firm
4 out of 5
Location 1501 Farm Credit Dr #2000, McLean, VA 22102, USA
Phone (703) 748-3400
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The Law Office of Matthew C. Glover PLC
Location 8300 Greensboro Dr #800, McLean, VA 22102, USA
Phone (703) 288-5100
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General Counsel, P.C.
4 out of 5
Location 6849 Old Dominion Dr #220, McLean, VA 22101, USA
Phone (703) 556-0411
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Estate Planning Lawyers in McLean, VA

Where Estate Planners in McLean, VA Serve

McLean, VA is a bustling city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a prime destination for both tourists and residents alike. From the iconic Tysons Corner Center to the sprawling Great Falls Park, this city has something for everyone. Home to major corporations such as Capital One and Booz Allen Hamilton, McLean boasts a thriving business community that attracts top talent from all over the world. Its proximity to major highways like the Capital Beltway and the Dulles Toll Road make it a prime location for commuters, while its quiet neighborhoods like Chain Bridge Forest and Langley Farms offer a peaceful respite from the hustle and bustle of city life. Whether you're looking to shop at high-end boutiques or take a scenic hike along the Potomac River, McLean has everything you need to make your stay unforgettable.

Financial Services Related to Estate Planning in McLean, VA

Banks and Credit Unions

Residents of McLean, VA would be helped by 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, credit cards, and loans. Additionally, banks can provide residents with financial advice and resources to help them make informed decisions about their money. McLean, VA is known for its affluent population, and banks can help these residents manage their wealth and investments. For example, a bank may offer investment services to help McLean residents grow their wealth over time. Overall, a bank can be a valuable resource for residents of McLean, VA looking to manage their finances and build their wealth.

Insurance Broker

Residents of McLean, VA can benefit greatly from the expertise of an insurance broker. With the high cost of living in this affluent community, it's important to have insurance coverage that meets your needs without breaking the bank. An insurance broker can help residents of McLean navigate the complex world of insurance and find policies that fit their unique needs. For example, McLean is home to many high-net-worth individuals who may require specialized insurance coverage for their valuable assets such as fine art, jewelry, and collectibles. An insurance broker can help these residents find policies that provide adequate coverage for their unique needs. Additionally, McLean is located in a region prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents of McLean find policies that provide adequate coverage for these types of events, giving them peace of mind in the face of potential disasters.

Retirement Planning

Residents of McLean, VA could benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways a retirement planner could assist McLean residents is by helping them navigate the complex tax laws in the area. McLean is known for its high-income population, and with that comes a unique set of tax challenges. A retirement planner could help residents maximize their retirement savings while minimizing their tax liability. Additionally, McLean residents may have unique retirement goals, such as maintaining their luxurious lifestyle or leaving a legacy for their children. A retirement planner could help them create a personalized plan to achieve these goals while also accounting for potential healthcare costs and inflation. Overall, a retirement planner could be a valuable resource for McLean residents looking to secure their financial future.

Wealth Management

Residents of McLean, VA can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through investment management. McLean is home to many high-net-worth individuals and families who may have complex investment portfolios that require professional management. A wealth manager can help these residents create a diversified portfolio that aligns with their financial goals and risk tolerance. Additionally, McLean is located in Fairfax County, which has some of the highest property values in the country. A wealth manager can help residents navigate the complexities of estate planning and tax management, ensuring that their assets are protected and passed down to future generations in the most efficient way possible.

Financial Advisor

Residents of McLean, VA could benefit greatly from the services of a financial advisor. With a median household income of over $190,000, McLean is one of the wealthiest communities in the United States. However, with high living expenses and a competitive job market, it can be challenging to manage finances effectively. A financial advisor can help residents create a budget, invest wisely, and plan for retirement. They can also provide guidance on navigating complex tax laws and estate planning. For those facing significant life changes, such as divorce or inheritance, a financial advisor can provide valuable support and advice. In short, a financial advisor can help McLean residents make the most of their wealth and achieve their financial goals.

Mortgage Loan Officer

Residents of McLean, VA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of home buying and refinancing, offering guidance on everything from interest rates to loan terms. One specific benefit for McLean residents is the ability to take advantage of the area's high property values. With a median home value of over $1 million, McLean residents may need specialized loan options to afford their dream homes. A mortgage loan officer can help residents find the best loan options to fit their unique financial situations, ensuring that they can secure the home they've always wanted in this affluent Northern Virginia community.

Tax Services

Residents of McLean, VA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liability. McLean is an affluent area with high property values and incomes, which can result in complex tax situations. A tax advisor can help residents navigate these complexities and find ways to reduce their tax burden. Additionally, McLean is home to many small business owners and entrepreneurs who may need assistance with tax planning and compliance. A tax advisor can provide valuable insights and advice to ensure that these businesses are operating in accordance with tax laws and regulations. Overall, a tax advisor can be a valuable resource for residents of McLean, helping them to make informed decisions and achieve their financial goals.

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