Estate Planning Attorneys in Montgomery County, AL

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List of Firms

Top Montgomery County, AL Estate Planning Law Firms

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The Law Office of Bob Burton
5 out of 5
Location PMB #208, 103 N Memorial Dr, Prattville, AL 36067, USA
Phone (334) 538-5404
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Jinks, Crow & Dickson, P.C.
5 out of 5
Location 7030 Fain Park Dr Suite 10, Montgomery, AL 36117, USA
Phone (334) 473-2393
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Vogel Law Firm, LLC
5 out of 5
Location 41 Cambridge Ct, Wetumpka, AL 36093, USA
Phone (334) 409-0088
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Kimberly G Kervin Law Office
5 out of 5
Location 164 W 5th St, Prattville, AL 36067, USA
Phone (334) 358-0085
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Williams M Courtney
5 out of 5
Location 150 S Perry St, Montgomery, AL 36104, USA
Phone (334) 239-0363
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Capell & Howard, P.C. - Attorneys At Law
5 out of 5
Location 150 S Perry St, Montgomery, AL 36104, USA
Phone (334) 241-8000
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Reid G. Tolar, Attorney at Law
5 out of 5
Location 250 Winton M Blount Loop, Montgomery, AL 36117, USA
Phone (334) 303-2258
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Backus Law Group
5 out of 5
Location 472 S Lawrence St Suite 202, Montgomery, AL 36104, USA
Phone (334) 490-6880
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Anderson, Williams, & Farrow, L.L.C..
4 out of 5
Location 7515 Halcyon Pointe Dr, Montgomery, AL 36117, USA
Phone (334) 272-9880
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Clenney & Palmer LLC Attorneys at Law
4 out of 5
Location 1761 Taliaferro Trail, 1851 Glynwood Drive, Montgomery, AL 36117, USA
Phone (334) 262-0400
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Rushton, Stakely, Johnston & Garrett P.A.
5 out of 5
Location 184 Commerce St, Montgomery, AL 36104, USA
Phone (334) 206-3100
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Howell, Sarto, Howell, & McKay, LLC
4 out of 5
Location 147 E Main St, Prattville, AL 36067, USA
Phone (334) 365-2286
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Estate Planning Lawyers in Montgomery County, AL

Where Estate Planners in Montgomery County, AL Serve

Montgomery County, located in the heart of Alabama, boasts a rich history and a vibrant present. Its landmarks include the iconic Alabama State Capitol, the Rosa Parks Museum, and the Civil Rights Memorial Center. The county is home to top employers such as Hyundai Motor Manufacturing Alabama, Maxwell Air Force Base, and the Montgomery Public School System. Major highways and streets that run through the county include I-65, I-85, and US-231, providing easy access to neighboring cities and states. The county is divided into distinct neighborhoods, each with its own unique character, such as the historic Cloverdale and Cottage Hill areas, the trendy Eastchase district, and the family-friendly Vaughn Meadows community. With its blend of history, culture, and modern amenities, Montgomery County is a dynamic and exciting place to call home.

Financial Services Related to Estate Planning in Montgomery County, AL

Banks and Credit Unions

Residents of Montgomery County, AL could benefit from a bank in a variety of ways. For instance, many people in the county could use assistance with managing their finances, particularly those who are struggling to make ends meet. A bank can offer financial counseling, budgeting tools, and other resources to help individuals and families better understand their finances and make informed decisions. Additionally, a bank can provide access to credit and loans, which can be crucial for those who need to make large purchases or cover unexpected expenses. This is especially important in Montgomery County, which has a relatively high poverty rate compared to other areas in Alabama. By providing these services and more, a bank can help residents of Montgomery County achieve greater financial stability and security.

Insurance Broker

Residents of Montgomery County, AL can greatly benefit from the services of an insurance broker. With the increasing complexity of insurance policies and the ever-changing insurance market, an insurance broker can help residents navigate through the various options available to them. For instance, Montgomery County, AL is prone to natural disasters such as tornadoes and floods, and an insurance broker can help residents find the right policies that provide the necessary coverage for these types of events. Additionally, an insurance broker can help residents find affordable health insurance plans that meet their specific needs, as healthcare costs continue to rise. Overall, an insurance broker can provide valuable assistance to Montgomery County, AL residents in finding the right insurance policies that offer the best coverage at the most affordable rates.

Retirement Planning

Residents of Montgomery County, AL can benefit greatly from the expertise of a retirement planner. With a retirement planner, residents can receive guidance on how to save for retirement, invest their money, and plan for their future. In Montgomery County specifically, a retirement planner can help residents navigate the unique challenges of the local economy and job market. With a high poverty rate and limited job opportunities, it can be difficult for residents to save for retirement and plan for their future. A retirement planner can provide valuable insight into how to maximize savings and investments, as well as provide guidance on how to navigate social security and other retirement benefits. By working with a retirement planner, residents of Montgomery County can feel more confident and secure in their financial future.

Wealth Management

Residents of Montgomery County, AL could benefit greatly from the services of a wealth manager. A wealth manager can assist individuals in creating a personalized financial plan to achieve their goals, whether it be saving for retirement or purchasing a home. In Montgomery County, where the cost of living is lower than the national average, a wealth manager can help residents make the most of their income and investments. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, all of which are important considerations for Montgomery County residents who want to protect their assets and provide for their families. With the help of a wealth manager, residents of Montgomery County can feel more confident about their financial future and enjoy the many benefits that come with financial security.

Financial Advisor

Residents of Montgomery County, AL can greatly benefit from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. With a large population of retirees and an average age of 38 years old, many Montgomery County residents are likely thinking about their future financial security. A financial advisor can help them navigate the complex world of retirement planning, including choosing the right investment vehicles and creating a comprehensive plan that takes into account their unique financial situation. Additionally, Montgomery County is home to a large military population, and financial advisors can also assist military families with specific financial challenges, such as navigating the complexities of military benefits and planning for deployments. Overall, a financial advisor can provide invaluable support to Montgomery County residents in achieving their financial goals and securing their future.

Mortgage Loan Officer

Residents of Montgomery County, AL can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in finding the best mortgage deals that suit their financial needs. Montgomery County, AL is a diverse area, and a mortgage loan officer can help residents navigate the local housing market and find affordable homes. Additionally, a mortgage loan officer can help residents understand the various mortgage options available to them and guide them through the application process. This is especially important in Montgomery County, AL, where the real estate market can be complex and confusing for first-time homebuyers. Furthermore, a mortgage loan officer can provide advice on how to improve credit scores, which is crucial for obtaining favorable mortgage rates. Overall, a mortgage loan officer can be a valuable resource for residents of Montgomery County, AL looking to purchase a home.

Tax Services

Residents of Montgomery County, AL 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 navigate the complex tax laws and regulations in the state. Montgomery County residents may have unique tax situations, such as owning property or businesses, that require specialized knowledge. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are maximizing their deductions and minimizing their tax liability. With the help of a tax advisor, Montgomery County residents can feel confident that they are making informed decisions about their finances and taxes.

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