Estate Planning Attorneys in Monroe, LA

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List of Firms

Top Monroe, LA Estate Planning Law Firms

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Hunter Jr Willie
4 out of 5
Location 900 St John St, Monroe, LA 71201, USA
Phone (318) 388-0883
Directions
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Boles Law Firm
5 out of 5
Location 1818 Ave of America, Monroe, LA 71201, USA
Phone (318) 388-4050
Directions
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Pleasant, Williams & Banks-Miley Law Group LLC
5 out of 5
Location 901 N 3rd St, Monroe, LA 71201, USA
Phone (318) 605-4607
Directions
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Loveridge Law Firm LLC
4 out of 5
Location 1900 N 18th St Suite 216, Monroe, LA 71201, USA
Phone (318) 361-5065
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Gregory Law Firm
5 out of 5
Location 3006 Armand Connector, Monroe, LA 71201, USA
Phone (318) 281-6364
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Calhoun R Steven APLC
4 out of 5
Location 117 Julia St #8, West Monroe, LA 71291, USA
Phone (318) 651-9000
Directions
Estate Planning Lawyers in Monroe, LA

Where Estate Planners in Monroe, LA Serve

Monroe, LA is a bustling city with a rich history and diverse culture. Located in northeastern Louisiana, it is home to several notable landmarks, including the Biedenharn Museum and Gardens, the Chennault Aviation and Military Museum, and the Louisiana Purchase Gardens and Zoo. As for top employers, Monroe is a hub for healthcare and education, with companies such as St. Francis Medical Center and the University of Louisiana at Monroe leading the way. Other major employers include CenturyLink, Graphic Packaging International, and the Ouachita Parish School Board. When it comes to transportation, Monroe is served by several major highways, including Interstate 20 and U.S. Highways 80 and 165. The city is also home to several important streets, such as Louisville Avenue, which boasts a variety of shops and restaurants, and DeSiard Street, which is known for its historic homes and charming downtown area. Finally, Monroe is made up of several distinct neighborhoods, each with its own unique character.

Financial Services Related to Estate Planning in Monroe, LA

Banks and Credit Unions

Residents of Monroe, LA can benefit from a bank in many ways. One of the most common ways is through access to financial services such as loans, savings accounts, and checking accounts. This can help people manage their money more effectively, whether they are saving for a down payment on a house or paying bills. Another way a bank can help is by offering financial education programs to help people better understand how to manage their money. This is particularly important in Monroe, LA, where many people may be unfamiliar with the financial system or may have limited access to financial resources. Overall, a bank can be a valuable resource for residents of Monroe, LA, helping them to achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Monroe, LA would greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, such as hurricanes and tornadoes, having the right insurance coverage is crucial. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs and budget. Additionally, as a city with a high poverty rate, many residents may not have the resources or knowledge to obtain proper insurance coverage on their own. An insurance broker can provide guidance and support to ensure that all residents have access to the protection they need. Overall, working with an insurance broker can provide peace of mind and financial security for the residents of Monroe, LA.

Retirement Planning

Residents of Monroe, LA could greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the unique needs and circumstances of each individual. For example, Monroe is a city with a high poverty rate, so a retirement planner could help residents who may not have a lot of savings or assets create a plan that ensures they have enough income to live comfortably in retirement. Additionally, Monroe has a large population of retirees, so a retirement planner could help residents navigate the complexities of Social Security and Medicare, and ensure they are maximizing their benefits. Overall, a retirement planner can provide valuable guidance and support to residents of Monroe, helping them achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Monroe, LA can benefit greatly from the expertise of a wealth manager. With a wealth manager, individuals can receive personalized financial planning and investment advice that is tailored to their unique needs and goals. In a city like Monroe, where the economy is heavily reliant on the healthcare and education industries, a wealth manager can help individuals navigate the complexities of retirement planning, estate planning, and tax management. Additionally, a wealth manager can provide guidance on managing debt and building a diversified investment portfolio that aligns with an individual's risk tolerance and financial objectives. Overall, a wealth manager can be a valuable resource for residents of Monroe, LA who are looking to achieve financial security and peace of mind.

Financial Advisor

Residents of Monroe, LA can benefit from the expertise of a financial advisor in various ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique economic landscape of Monroe, LA. As a city with a diverse economy that includes healthcare, education, and manufacturing, a financial advisor can help residents navigate the ups and downs of these industries and create a plan that aligns with their financial goals. Additionally, a financial advisor can provide guidance on retirement planning, investment strategies, tax planning, and estate planning, among other areas, to ensure that residents are making informed decisions that will help them achieve long-term financial success.

Mortgage Loan Officer

Residents of Monroe, LA can benefit greatly from the expertise of a mortgage loan officer. With the city being home to a diverse range of residents, including students, young professionals, and families, a mortgage loan officer can assist with finding the right loan program to fit each individual's unique financial situation. They can also provide valuable guidance on the home buying process, including navigating the local real estate market and understanding the specific regulations and requirements in Monroe, LA. Additionally, a mortgage loan officer can help residents secure competitive interest rates and negotiate the terms of their mortgage, ultimately saving them money in the long run.

Tax Services

Residents of Monroe, LA can greatly benefit from the expertise of a tax advisor. With Louisiana's complex tax laws and regulations, a tax advisor can help individuals navigate the system and ensure they are taking advantage of all possible deductions and credits. Specifically, residents of Monroe, LA who own a business or work as independent contractors may need assistance with filing their taxes correctly and avoiding costly mistakes. Additionally, tax advisors can provide guidance on estate planning, retirement planning, and investment strategies, all of which can have a significant impact on an individual's financial well-being in Monroe and beyond. Overall, a tax advisor can be a valuable resource for residents of Monroe, LA looking to optimize their financial situation and achieve their long-term goals.

Monroe, LA Financial Resources

Monroe, LA Chamber of Commerce

https://monroe.org/

Monroe, LA City Hall

https://monroela.us/

Monroe, LA Public Library

https://www.oplib.org/

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