Estate Planning Attorneys in New Albany, OH

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List of Firms

Top New Albany, OH Estate Planning Law Firms

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Cooke Demers, LLC
5 out of 5
Location 260 Market St F, New Albany, OH 43054, USA
Phone (614) 939-0930
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Amy M. Levine & Associates, Attorneys at Law, LLC
4 out of 5
Location 3 S High St, New Albany, OH 43054, USA
Phone (614) 360-2942
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Mary Ellen Leslie & Associates, LLC
5 out of 5
Location 28 Keswick Dr, New Albany, OH 43054, USA
Phone (614) 855-3126
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MacLaren Law LLC
5 out of 5
Location 6650 Walnut St, New Albany, OH 43054, USA
Phone (614) 855-6527
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Joel K. Elkin, Attorney at Law
5 out of 5
Location 107 W Johnstown Rd, Gahanna, OH 43230, USA
Phone (614) 414-6053
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Hayes Law Offices, Inc. LPA
5 out of 5
Location 195 E Broad St, Pataskala, OH 43062, USA
Phone (740) 927-2927
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Ison Law
5 out of 5
Location 10348 Sawmill Rd, Powell, OH 43065, USA
Phone (614) 336-3083
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Donald Law Office, LLC
Location 38 Commerce Park Dr B, Westerville, OH 43082, USA
Phone (740) 400-4194
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Johnson Kathleen A
5 out of 5
Location 3615 OH-605, Galena, OH 43021, USA
Phone (740) 965-1563
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Steven Kokensparger, Esq.
4 out of 5
Location 254 W Johnstown Rd, Gahanna, OH 43230, USA
Phone (614) 947-1359
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Epling Law
5 out of 5
Location 3544 Main St, Hilliard, OH 43026, USA
Phone (614) 876-7888
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Hayes, Dan
5 out of 5
Location 195 E Broad St, Pataskala, OH 43062, USA
Phone (740) 927-2927
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Estate Planning Lawyers in New Albany, OH

Where Estate Planners in New Albany, OH Serve

New Albany, OH is a thriving community with a plethora of landmarks and attractions. From the historic New Albany Village Hall to the stunning New Albany Country Club, there is something for everyone to enjoy. The city is also home to top employers such as Abercrombie & Fitch and Discover Financial Services, providing ample job opportunities for residents. Major highways and streets in the area include the I-270 and State Route 161, making it easy to navigate throughout the city and beyond. The neighborhoods in New Albany are diverse and offer a range of housing options, from cozy bungalows to sprawling estates. Whether you're looking for a quiet suburban retreat or a bustling urban center, New Albany has it all.

Financial Services Related to Estate Planning in New Albany, OH

Banks and Credit Unions

Residents of New Albany, OH would greatly benefit from a bank in several ways. Firstly, a bank would provide them with a safe and secure place to store their money. With the increasing rate of cybercrime, it's crucial for residents to have a reliable financial institution to safeguard their hard-earned cash. Secondly, a bank would offer loans and credit facilities to residents who need them. This would be especially helpful to small business owners looking to expand their operations in New Albany, OH. Additionally, a bank would provide financial advice and guidance to residents, helping them to make informed decisions about their finances. With New Albany, OH being a growing community, a bank would play a vital role in supporting the economic development of the area.

Insurance Broker

Residents of New Albany, OH can benefit greatly from the services of an insurance broker. With the town's growing population and diverse range of businesses, an insurance broker can help residents navigate the complex world of insurance policies and find coverage that meets their unique needs. For example, with New Albany's proximity to the Ohio State University campus, many residents may require specialized insurance for student housing or rental properties. An insurance broker can provide valuable guidance and support in finding the right policy to protect these investments. Additionally, with severe weather events becoming more common in Ohio, an insurance broker can help residents prepare for unexpected disasters and ensure they have adequate coverage to protect their homes and belongings. Overall, an insurance broker can be a valuable resource for New Albany residents looking to protect themselves and their assets.

Retirement Planning

Residents of New Albany, OH can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in New Albany plan for their financial future by creating a comprehensive retirement plan tailored to their specific needs and goals. With the cost of living in New Albany being higher than the national average, it's important for residents to have a solid plan in place to ensure they can maintain their standard of living in retirement. A retirement planner can help with everything from budgeting to investment strategies, ensuring that individuals in New Albany are well-prepared for retirement. Additionally, with the abundance of healthcare options in New Albany, a retirement planner can help residents navigate the complexities of Medicare and other healthcare options to ensure they receive the best possible care in their golden years.

Wealth Management

Residents of New Albany, OH would greatly benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could help residents navigate the unique tax laws in Ohio, which can be confusing and overwhelming for many. Additionally, because New Albany is a rapidly growing community with a high median income, a wealth manager could assist residents in making smart investments and managing their assets to ensure long-term financial stability. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, a wealth manager could provide valuable guidance and support to residents who may be struggling financially. Overall, a wealth manager could be an invaluable resource for residents of New Albany, helping them to achieve their financial goals and secure their futures.

Financial Advisor

Residents of New Albany, OH could benefit greatly from the services of a financial advisor. With its affluent population and high cost of living, many individuals in the area may require guidance on managing their finances and investments. A financial advisor could assist with creating a personalized budget plan, setting financial goals, and developing a long-term investment strategy. Additionally, with the recent growth of the technology industry in the area, many residents may have unique financial needs related to stock options or equity compensation. A financial advisor could provide valuable expertise in navigating these complex financial situations. Overall, a financial advisor could help residents of New Albany, OH achieve financial stability and security in a rapidly changing economic landscape.

Mortgage Loan Officer

Residents of New Albany, OH can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes or investment properties. With the competitive real estate market in New Albany, having a mortgage loan officer on your side can make all the difference. They can provide guidance on the best loan options available and help residents navigate the complex process of obtaining a mortgage. Additionally, a mortgage loan officer can offer advice on the unique factors that come into play when buying a home in New Albany, such as the community's strict building codes and zoning regulations. With their expertise and support, residents of New Albany can feel confident in their home-buying decisions and achieve their real estate goals.

Tax Services

Residents of New Albany, OH could benefit from the expertise of a tax advisor in a number of ways. One of the most common ways would be in navigating the complex tax laws and regulations that can be difficult to understand for the average person. Additionally, a tax advisor can help residents of New Albany, OH to identify potential tax deductions and credits that they may not have been aware of, ultimately helping them to save money. Specifically, with New Albany being a rapidly growing community, a tax advisor can also assist residents with tax planning for real estate investments and other financial decisions related to the area's booming economy. Overall, a tax advisor can provide valuable guidance and support to residents of New Albany, OH in managing their finances and maximizing their tax benefits.

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