Estate Planning Attorneys in Montgomery County, OH

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List of Firms

Top Montgomery County, OH Estate Planning Law Firms

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Martin Folino, LPA
4 out of 5
Location 475 Arlington Rd #3, Brookville, OH 45309, USA
Phone (937) 833-5659
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M. Todd Marsh Attorney
4 out of 5
Location 110 E Central Ave, Miamisburg, OH 45342, USA
Phone (937) 866-8454
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Combs, Schaefer, Ball & Little
4 out of 5
Location 1081 N University Blvd # B, Middletown, OH 45042, USA
Phone (513) 424-1660
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Schmidt David R
4 out of 5
Location 1200 E Dorothy Ln, Dayton, OH 45419, USA
Phone (937) 299-1895
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Shew & Dixon Law Office
5 out of 5
Location 16 N Main St, Middletown, OH 45042, USA
Phone (513) 422-4861
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Croskey Law Office
4 out of 5
Location 126 S 7th St, Miamisburg, OH 45342, USA
Phone (937) 866-2922
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Arnold & Arnold, Ltd.
5 out of 5
Location 120 W 2nd St Suite 1717, Dayton, OH 45402, USA
Phone (937) 716-2033
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Baver & Liles Co., L.P.A.
4 out of 5
Location 202 E Central Ave, Miamisburg, OH 45342, USA
Phone (937) 866-2485
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Estate Planning Lawyers in Montgomery County, OH

Where Estate Planners in Montgomery County, OH Serve

Montgomery County, OH is a bustling region in southwest Ohio, known for its diverse neighborhoods, iconic landmarks, and thriving business community. The county is home to several major highways, including I-75, I-70, and US-35, making it easily accessible from all directions. Some of the most well-known streets in the area include Dayton-Xenia Road, Main Street, and Salem Avenue, each offering a unique blend of shops, restaurants, and entertainment venues. One of the most iconic landmarks in Montgomery County is the Dayton Aviation Heritage National Historical Park, which includes the Wright Brothers National Museum, the Paul Laurence Dunbar House, and the Huffman Prairie Flying Field Interpretive Center. Other notable landmarks in the area include the Dayton Art Institute, the Dayton Convention Center, and the Schuster Performing Arts Center. When it comes to top employers, Montgomery County is home to a diverse range of industries, including healthcare, education, and manufacturing.

Financial Services Related to Estate Planning in Montgomery County, OH

Banks and Credit Unions

Residents of Montgomery County, OH can benefit from a bank in several ways. One of the most common ways is by providing financial assistance to those who need it. For instance, a bank can offer loans to people who want to start or expand their businesses, buy a house, or pay for their education. This is particularly important in Montgomery County, which is home to several colleges and universities, including Wright State University and the University of Dayton. Additionally, banks can provide checking and savings accounts, credit and debit cards, and online banking services to help residents manage their finances more efficiently. With a bank's help, residents of Montgomery County can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Montgomery County, OH can benefit greatly from the expertise of an insurance broker. With so many options available, it can be overwhelming to navigate the world of insurance on your own. An insurance broker can provide personalized guidance to help you find the right coverage for your specific needs, whether it's for health, auto, or home insurance. Additionally, Montgomery County has a diverse population with unique insurance needs, such as those who work in the healthcare industry or small business owners. An insurance broker can help these individuals find specialized coverage that meets their specific needs. By working with an insurance broker, residents of Montgomery County can have peace of mind knowing they have the right coverage in place to protect themselves and their loved ones.

Retirement Planning

Residents of Montgomery County, OH can benefit greatly from the services of a retirement planner. With the county's population of over 530,000 people, there are likely many individuals who could use assistance in planning for their future. A retirement planner can help residents in Montgomery County by providing guidance on how to save for retirement, identifying investment opportunities, and creating a personalized retirement plan. Specifically, with the county's median household income of $51,000, a retirement planner can help residents navigate the challenges of saving for retirement while also managing other financial obligations. Additionally, a retirement planner can help residents understand the unique retirement options available to them, such as state and local government pension plans, which may differ from those in other areas. Overall, a retirement planner can be an invaluable resource for residents of Montgomery County, OH who want to ensure a secure and comfortable retirement.

Wealth Management

Residents of Montgomery County, OH could benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This could include strategies for saving for retirement, minimizing taxes, and managing debt. Additionally, a wealth manager can provide guidance on investment decisions, helping residents to make informed choices about how to grow their wealth over time. In Montgomery County specifically, a wealth manager could also provide insight into local economic trends and opportunities, helping residents to make the most of the resources available in their community. Overall, a wealth manager can be an invaluable resource for anyone looking to build and protect their financial future.

Financial Advisor

Residents of Montgomery County, OH can benefit greatly from the assistance of a financial advisor. With a population of over 530,000 people, there are a variety of financial needs and challenges that individuals and families face. A financial advisor can provide guidance on budgeting, debt management, retirement planning, college savings, and investment strategies. Additionally, Montgomery County is home to a diverse community, including many small business owners and entrepreneurs. A financial advisor can help these individuals navigate the complexities of business finances, including tax planning and cash flow management. Overall, a financial advisor can provide personalized advice and support to help Montgomery County residents achieve their financial goals and improve their financial well-being.

Mortgage Loan Officer

Residents of Montgomery County, OH can benefit greatly from the services of a mortgage loan officer. These professionals can assist individuals in finding the right mortgage loan that fits their unique financial situation and goals. For example, Montgomery County is home to a diverse population, including many first-time homebuyers who may need guidance on navigating the homebuying process. A mortgage loan officer can provide valuable insight and advice on everything from choosing the right type of loan to securing the best interest rates. Additionally, they can help residents who are looking to refinance their current mortgage, potentially saving them thousands of dollars in interest over the life of their loan. With the help of a mortgage loan officer, residents of Montgomery County can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Montgomery County, OH can greatly benefit from the services of a tax advisor. With the constantly changing tax laws and regulations, it can be difficult for individuals to navigate the complex tax system on their own. A tax advisor can help residents of Montgomery County, OH with a variety of tax-related issues such as tax planning, preparation of tax returns, and resolving tax disputes with the IRS. Specifically, Montgomery County, OH has a large number of small business owners who can benefit from the expertise of a tax advisor in navigating the tax implications of their business operations. A tax advisor can also help residents of Montgomery County, OH maximize their tax deductions and credits, potentially saving them thousands of dollars each year. Overall, a tax advisor can provide invaluable assistance to residents of Montgomery County, OH in ensuring that they are in compliance with tax laws and regulations, and minimizing their tax liability.

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