Estate Planning Attorneys in Mercer Island, WA

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List of Firms

Top Mercer Island, WA Estate Planning Law Firms

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Pothoven Dennis
Location 8015 SE 28th St #301, Mercer Island, WA 98040, USA
Phone (206) 624-0478
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Weyburn Fiduciary Services PLLC
Location 7683 SE 27th St #369, Mercer Island, WA 98040, USA
Phone (206) 755-4545
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Chang Law Group PC
5 out of 5
Location 3006 Northup Way Suite 100, Bellevue, WA 98004, USA
Phone (425) 605-1234
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Scarff Law Firm, PLLC
4 out of 5
Location 3035 Island Crest Way #201, Mercer Island, WA 98040, USA
Phone (206) 236-1500
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Law Offices of Matthew S. Marcoe, PLLC
Location 7900 Southeast 28th Street, Fifth Floor, Mercer Island, WA 98040, USA
Phone (206) 714-0874
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Fahlman, Olson & Little, PLLC
5 out of 5
Location 3023 80th Ave SE Suite 300, Mercer Island, WA 98040, USA
Phone (206) 583-0155
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Phillips Estate Law
5 out of 5
Location 10655 NE 4th St, Bellevue, WA 98004, USA
Phone (206) 686-8877
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Hallaq Law, PLLC
5 out of 5
Location 40 Lake Bellevue Dr Suite 100, Bellevue, WA 98005, USA
Phone (206) 751-6643
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Peggy S Juergens PLLC Law
5 out of 5
Location 7525 SE 24th St, Mercer Island, WA 98040, USA
Phone (206) 232-0167
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Wesley N. Edmunds PLLC
Location 7900 SE 28th St #500, Mercer Island, WA 98040, USA
Phone (206) 275-0700
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Law Office of Knutson and Weatherstone
Location 7683 SE 27th St, Mercer Island, WA 98040, USA
Phone (888) 442-3935
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Gosanko, O’Halloran, Lepore PLLC
5 out of 5
Location 7900 Southeast 28th Street Fifth Floor, Mercer Island, WA 98040, USA
Phone (206) 887-0835
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Law Offices of Matthew Jolly
Location 2737 77th Ave SE Suite 206, Mercer Island, WA 98040, USA
Phone (425) 462-9394
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Kristof James M
4 out of 5
Location 7525 SE 24th St suite 360, Mercer Island, WA 98040, USA
Phone (206) 275-0770
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MDK Law
4 out of 5
Location 777 108th Ave NE Suite 2000, Bellevue, WA 98004, USA
Phone (425) 455-9610
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Estate Planning Lawyers in Mercer Island, WA

Where Estate Planners in Mercer Island, WA Serve

Nestled in the heart of Lake Washington, Mercer Island is a vibrant community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Mercer Island Park to the stunning Luther Burbank Park, this city is a haven for nature lovers. The top employers in the area include T-Mobile, Amazon, and Microsoft, which provide ample job opportunities for residents. When it comes to transportation, the major highways and streets that run through Mercer Island include I-90, Island Crest Way, and East Mercer Way. The neighborhoods in Mercer Island are as diverse as they are charming, with names like First Hill, East Seattle, and South End. Whether you're looking for a peaceful retreat or an exciting urban experience, Mercer Island has something for everyone.

Financial Services Related to Estate Planning in Mercer Island, WA

Banks and Credit Unions

Residents of Mercer Island, WA can benefit greatly from the services provided by a bank. One of the most common ways a bank can help is by providing financial assistance for home purchases. Mercer Island is a highly sought-after location with a high cost of living, so many residents may need a mortgage to afford a home. A bank can offer various mortgage options and help guide residents through the process of obtaining a loan. Additionally, banks can provide other financial services such as savings and checking accounts, investment opportunities, and loans for businesses. These services can help residents manage their finances and achieve their financial goals. Overall, a bank can be a valuable resource for residents of Mercer Island, WA.

Insurance Broker

Residents of Mercer Island, WA can benefit from the services of an insurance broker in a number of ways. For example, an insurance broker can help residents navigate the unique challenges of living on an island, such as the increased risk of flooding or the limited availability of certain types of insurance coverage. Additionally, an insurance broker can help residents find the best policies for their specific needs and budget, whether they are looking for health insurance, auto insurance, or homeowner's insurance. With an insurance broker's help, residents can feel confident that they have the right coverage in place to protect themselves and their families.

Retirement Planning

Residents of Mercer Island, WA can greatly benefit from the guidance of a retirement planner. With its high cost of living and affluent population, many residents may face unique challenges when it comes to planning for retirement. A retirement planner can help residents navigate these challenges by providing personalized advice on investment strategies, tax planning, and estate planning. For example, the planner can help residents take advantage of Mercer Island's favorable tax laws and high property values to maximize their retirement savings. Additionally, the planner can help residents plan for the potential costs of long-term care, which can be especially important given the island's aging population. Overall, a retirement planner can provide valuable support and expertise to help Mercer Island residents achieve their retirement goals.

Wealth Management

Residents of Mercer Island, WA could benefit greatly from the services of a wealth manager. With the island's reputation as one of the wealthiest communities in the state, many residents may have complex financial portfolios that require expert management. A wealth manager can provide personalized financial planning and investment advice, helping residents to make informed decisions about their money. Additionally, with the high cost of living on Mercer Island, a wealth manager can help residents to maximize their savings and investments, ensuring that they are well-prepared for the future. Whether it's creating a retirement plan or managing a trust, a wealth manager can provide the guidance and expertise necessary to help residents achieve their financial goals.

Financial Advisor

Residents of Mercer Island, WA could benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the high cost of living on the island. As one of the wealthiest communities in the state, Mercer Island presents unique financial challenges to its residents. A financial advisor could assist with budgeting, investment strategies, and retirement planning to ensure that residents are able to maintain their standard of living while also saving for the future. Additionally, a financial advisor could provide guidance on estate planning and tax strategies, helping residents to maximize their wealth and minimize their tax burden. Overall, a financial advisor could be a valuable resource for anyone looking to manage their finances effectively on Mercer Island.

Mortgage Loan Officer

Residents of Mercer Island, WA can greatly benefit from the expertise of a mortgage loan officer. With a median home value of over $1 million, purchasing a home on the island can be a daunting task. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage loan, including helping them find the best interest rates and loan terms. Additionally, with many residents working in the tech industry and earning high salaries, a mortgage loan officer can help them understand their options for jumbo loans and other specialized mortgage products. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Mercer Island, WA as they navigate the home buying process.

Tax Services

Residents of Mercer Island, WA can benefit greatly from the expertise of a tax advisor. With the city's high median household income and property values, tax planning and preparation can be complex and time-consuming. A tax advisor can help residents navigate the intricacies of federal and state tax laws, identify deductions and credits, and ensure compliance with regulations. Additionally, Mercer Island residents who own businesses or rental properties may require specialized tax advice to maximize profits and minimize liabilities. Overall, a tax advisor can provide valuable guidance and peace of mind for residents of Mercer Island, WA.

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