Estate Planning Attorneys in Middleburg, VA

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List of Firms

Top Middleburg, VA Estate Planning Law Firms

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Zaremba Center for Estate Planning & Elder Law
5 out of 5
Location 123 Bulifants Blvd, Williamsburg, VA 23188, USA
Phone (757) 259-0707
Directions
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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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Beckman Schmalzle Georgelas & Ross, PLC
5 out of 5
Location 29 N King St, Leesburg, VA 20176, USA
Phone (703) 659-6875
Directions
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Moyes & Associates, P.L.L.C.
5 out of 5
Location 21 N King St, Leesburg, VA 20176, USA
Phone (703) 777-6800
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Stapleton Elder Law
5 out of 5
Location 1411 Sachem Pl Suite 2, Charlottesville, VA 22901, USA
Phone (866) 284-4529
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Bruce R. Smith Attorney at Law
5 out of 5
Location 2 W Washington St, Middleburg, VA 20117, USA
Phone (703) 750-2651
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McCarthy & Akers, PLC | Estate Planning Attorneys
5 out of 5
Location 302 W Boscawen St, Winchester, VA 22601, USA
Phone (540) 277-9865
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The Peninsula Center for Estate and Lifelong Planning
4 out of 5
Location 461 McLaws Cir Suite 2, Williamsburg, VA 23185, USA
Phone (757) 969-1900
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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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Estate Law Center, PLLC
5 out of 5
Location 219 E Davis St #320, Culpeper, VA 22701, USA
Phone (540) 827-4395
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McCandlish & Lillard PC
3 out of 5
Location 201 Loudoun St SE #201, Leesburg, VA 20175, USA
Phone (703) 737-0200
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Farr Law Firm
5 out of 5
Location 511 Westwood Office Park, Fredericksburg, VA 22401, USA
Phone (540) 479-1435
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Trusts and Estates Attorney Kerri Castellini
5 out of 5
Location 18 Liberty St SW Suite 205, Leesburg, VA 20175, USA
Phone (703) 592-8375
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Dimos C L Tim
5 out of 5
Location 102 W Marshall St, Middleburg, VA 20117, USA
Phone (540) 687-3392
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The Law Offices of Kidwell & Kent
5 out of 5
Location 9695 Main St, Fairfax, VA 22031, USA
Phone (703) 764-0600
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Estate Planning Lawyers in Middleburg, VA

Where Estate Planners in Middleburg, VA Serve

Middleburg, VA is a charming town nestled in the heart of Virginia's countryside. With a rich history dating back to the 18th century, Middleburg is home to several notable landmarks, including the National Sporting Library and Museum, the Middleburg Historic District, and the Salamander Resort and Spa. The town's top employers include the Middleburg Community Center, the Middleburg Bank, and the Middleburg Humane Foundation. Major highways and streets in the area include Route 50, Route 15, and Foxcroft Road. Middleburg is also home to several unique neighborhoods, each with their own distinct character and charm, including Foxcroft, Aldie, and Upperville. Whether you're looking for a peaceful retreat or a bustling community, Middleburg has something for everyone.

Financial Services Related to Estate Planning in Middleburg, VA

Banks and Credit Unions

Residents of Middleburg, VA would benefit from a bank in several ways. Firstly, a bank would provide a safe and secure place for residents to store their money and valuables. This is especially important in a small town like Middleburg, where everyone knows everyone else's business. Additionally, a bank would offer residents access to financial services, such as loans and mortgages, which could be used to start a business or purchase a home. Finally, a bank would provide a convenient location for residents to conduct their banking needs, without having to travel to a larger city. This is particularly important in Middleburg, which is located in a rural area and does not have many businesses or services. Overall, a bank would be a valuable resource for the residents of Middleburg, providing them with the financial security and convenience they need to thrive in their community.

Insurance Broker

Residents of Middleburg, VA can benefit from the services of an insurance broker in a variety of ways. One of the most common ways is by helping them find the right insurance coverage for their unique needs. Middleburg is a small town known for its equestrian community and historic charm. An insurance broker can help residents find coverage for their horses, farms, and historic homes, which may require specialized coverage. Additionally, an insurance broker can help residents navigate the often confusing and complex world of insurance, ensuring they have the right coverage at a price they can afford. With the help of an insurance broker, residents of Middleburg can have peace of mind knowing they are protected against unexpected events.

Retirement Planning

Residents of Middleburg, VA can benefit greatly from the expertise of a retirement planner. With its picturesque countryside and rich equestrian history, Middleburg is a popular destination for retirees seeking a peaceful and luxurious lifestyle. A retirement planner can provide guidance on how to maximize retirement savings, plan for healthcare costs, and ensure a steady stream of income throughout retirement. Additionally, they can offer advice on estate planning and tax strategies that are specific to the unique financial landscape of Middleburg, which is known for its high property values and affluent residents. By working with a retirement planner, Middleburg residents can feel confident that they are making informed decisions about their financial future and enjoying the retirement lifestyle they have always dreamed of.

Wealth Management

Residents of Middleburg, VA would greatly benefit from the services of a wealth manager in a number of ways. For starters, a wealth manager can help individuals and families in Middleburg to create a comprehensive financial plan that takes into account their unique goals, needs, and circumstances. This includes everything from retirement planning and investment management to tax planning and estate planning. Additionally, a wealth manager can provide ongoing guidance and support to help residents of Middleburg stay on track and make informed financial decisions over time. With its rich history and picturesque countryside, Middleburg is a unique and vibrant community that requires a tailored approach to wealth management. A skilled wealth manager can help residents of Middleburg navigate the complex financial landscape with confidence and ease, ensuring that they are able to achieve their financial goals and live the life they desire.

Financial Advisor

Residents of Middleburg, VA can benefit from the expertise of a financial advisor in several ways. One of the most common ways is through retirement planning. Many residents in Middleburg are nearing retirement age and may need guidance on how to maximize their retirement savings and create a sustainable income stream. Additionally, Middleburg is known for its equestrian culture and many residents may have unique financial needs related to horse ownership and competition. A financial advisor can provide specialized advice on managing these expenses and incorporating them into a comprehensive financial plan. Overall, a financial advisor can help Middleburg residents navigate the complexities of financial planning and make informed decisions to secure their financial futures.

Mortgage Loan Officer

Residents of Middleburg, VA can benefit greatly from the services of a mortgage loan officer. As a small town with a population of just over 800 people, Middleburg is known for its equestrian culture and beautiful countryside. A mortgage loan officer can assist residents in finding the right loan for their unique needs, whether they are purchasing a home in the town center or a sprawling estate on the outskirts. With their knowledge of the local real estate market and lending options, a mortgage loan officer can help residents navigate the complex process of buying a home in Middleburg. They can also provide valuable advice on refinancing, home equity loans, and other financial products that can help residents achieve their long-term financial goals.

Tax Services

Residents of Middleburg, VA can benefit from hiring a tax advisor in several ways. One of the most common ways is by ensuring that they are taking advantage of all the tax deductions and credits available to them. A tax advisor can also help residents navigate the complex tax laws and regulations, which can be especially helpful for those who are self-employed or own small businesses. Additionally, Middleburg, VA is known for its equestrian community, and a tax advisor can provide specialized knowledge on tax implications related to horse ownership and equestrian activities. Overall, hiring a tax advisor can provide peace of mind and potentially save residents money in the long run.

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