Estate Planning Attorneys in New Bern, NC

We did the hard work of finding trustworthy partners in New Bern, NC. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top New Bern, NC Estate Planning Law Firms

generic_business-71
Sumrell Sugg Attorneys at Law
4 out of 5
Location 416 Pollock St, New Bern, NC 28560, USA
Phone (252) 633-3131
Directions
generic_business-71
Law Office of John W. King, Jr. PLLC
5 out of 5
Location 301 S Front St Suite 5, New Bern, NC 28560, USA
Phone (252) 638-1103
Directions
generic_business-71
Richardson & Richardson
4 out of 5
Location 503 Pollock St, New Bern, NC 28562, USA
Phone (252) 633-2470
Directions
generic_business-71
Pittman Pat Leigh
5 out of 5
Location 3230 Country Club Rd, New Bern, NC 28562, USA
Phone (252) 633-3800
Directions
generic_business-71
Thomas A. Kellis II: Attorney at Law
5 out of 5
Location 1723 S Glenburnie Rd, New Bern, NC 28562, USA
Phone (252) 636-3737
Directions
generic_business-71
The Carolina Law Group
5 out of 5
Location 1723 S Glenburnie Rd, New Bern, NC 28562, USA
Phone (252) 636-3737
Directions
generic_business-71
Moeller PA
5 out of 5
Location 607 Broad St, New Bern, NC 28560, USA
Phone (252) 672-8866
Directions
generic_business-71
Oliver & Cheek, PLLC
4 out of 5
Location 405 Middle St, New Bern, NC 28560, USA
Phone (252) 633-1930
Directions
generic_business-71
Attorney - Steven N Long, PC
4 out of 5
Location 3010 Trent Rd, New Bern, NC 28562, USA
Phone (252) 514-0062
Directions
generic_business-71
Peacock Gregory T
5 out of 5
Location 1001 College Ct, New Bern, NC 28562, USA
Phone (252) 672-5432
Directions
generic_business-71
Stubbs & Perdue, P.A.
4 out of 5
Location 310 Craven St, New Bern, NC 28560, USA
Phone (252) 633-2700
Directions
generic_business-71
Gillespie & Murphy, P.A.
5 out of 5
Location 320 Middle St, New Bern, NC 28560, USA
Phone (252) 562-0037
Directions
generic_business-71
Oliver George M
Location 218C S Front St, New Bern, NC 28560, USA
Phone (252) 633-1930
Directions
generic_business-71
Howard Stallings
Location 2409 Grace Ave, New Bern, NC 28562, USA
Phone (252) 633-3006
Directions
generic_business-71
Janice Joyner Panza, Attorney at Law
5 out of 5
Location 2129 S Glenburnie Rd #15, New Bern, NC 28562, USA
Phone (252) 672-8500
Directions
generic_business-71
Bell Steven
5 out of 5
Location 2809 Village Way, Trent Woods, NC 28562, USA
Phone (252) 633-1236
Directions
generic_business-71
Ward and Smith, P.A.
4 out of 5
Location 1001 College Ct, New Bern, NC 28562, USA
Phone (252) 672-5400
Directions
generic_business-71
Ward Smith & Norris PA
4 out of 5
Location 314 New St, New Bern, NC 28560, USA
Phone (252) 636-3511
Directions
generic_business-71
Grady III Arey W
Location 416 Pollock St, New Bern, NC 28560, USA
Phone (252) 633-3131
Directions
generic_business-71
Emanuel & Dunn
Location 3230 Country Club Rd, New Bern, NC 28562, USA
Phone (252) 633-3800
Directions
generic_business-71
Whitley Law Firm
5 out of 5
Location 701 McCarthy Blvd, New Bern, NC 28562, USA
Phone (252) 633-6601
Directions
generic_business-71
Quay & Associates, P.A.
4 out of 5
Location 412 Broad St, New Bern, NC 28560, USA
Phone (252) 649-0530
Directions
generic_business-71
White & Allen PA
5 out of 5
Location 901 College Ct, New Bern, NC 28562, USA
Phone (252) 638-5792
Directions
generic_business-71
Dunn, Pittman, Skinner & Cushman PLLC
4 out of 5
Location 3230 Country Club Rd, New Bern, NC 28562, USA
Phone (252) 633-3800
Directions
Estate Planning Lawyers in New Bern, NC

Where Estate Planners in New Bern, NC Serve

New Bern, NC is a charming city located in the heart of Eastern North Carolina. It is home to a plethora of historical landmarks, including the Tryon Palace, a stunning mansion built in the late 18th century, and the New Bern Academy Museum, which was established in 1774. The city is also known for its vibrant downtown area, which features a variety of unique shops, restaurants, and cultural attractions. When it comes to top employers, New Bern boasts a diverse economy with companies in industries ranging from healthcare to manufacturing. Some of the largest employers in the area include CarolinaEast Health System, BSH Home Appliances, and Moen. Major highways and streets in New Bern include US-17, US-70, and NC-55, which provide easy access to nearby cities and attractions.

Financial Services Related to Estate Planning in New Bern, NC

Banks and Credit Unions

Residents of New Bern, NC can benefit from a bank in several ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards. This can help residents manage their money effectively and plan for their future. Additionally, a bank can offer investment advice and options, which can help residents grow their wealth over time. One specific way that a bank can help residents of New Bern is by providing support in the aftermath of natural disasters, such as hurricanes. New Bern is located in a region that is prone to hurricanes, and when these events occur, banks can offer financial assistance and resources to help residents recover and rebuild. Overall, a bank can be a valuable resource for residents of New Bern, offering financial support and guidance for a range of needs and situations.

Insurance Broker

Residents of New Bern, NC can benefit from an insurance broker in a number of ways. One of the most common ways is by helping them navigate the complex world of health insurance. With the rising cost of healthcare, many people in New Bern are looking for ways to save money on their medical expenses. An insurance broker can help them find the right plan that fits their needs and budget. Additionally, New Bern is located in an area that is prone to hurricanes and flooding. An insurance broker can help residents find the right coverage to protect their homes and belongings in case of a natural disaster. With their expertise in the industry, an insurance broker can provide peace of mind to residents of New Bern, knowing that they are properly covered in the event of an unexpected event.

Retirement Planning

Residents of New Bern, NC can benefit greatly from the services of a retirement planner. With a population that is largely made up of retirees, the expertise of a retirement planner can help ensure that they are able to make the most of their retirement years. A retirement planner can offer guidance on a wide range of topics, from managing investments and creating a retirement budget to planning for long-term care and estate planning. In a town like New Bern, where many retirees are drawn to the area for its beautiful scenery and historic charm, a retirement planner can help ensure that they are able to enjoy their retirement without worrying about financial stress or uncertainty.

Wealth Management

Residents of New Bern, NC can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. For example, many residents of New Bern are retired or nearing retirement age, and a wealth manager can help them navigate the complexities of retirement planning, including managing their investments, creating a sustainable income stream, and minimizing taxes. Additionally, New Bern is located in an area that is prone to natural disasters, such as hurricanes, and a wealth manager can help residents prepare for and recover from these events by providing guidance on insurance, emergency funds, and other financial considerations. Overall, a wealth manager can provide valuable support and guidance to residents of New Bern, helping them achieve their financial goals and navigate life's unexpected challenges.

Financial Advisor

Residents of New Bern, NC can benefit from the services of a financial advisor in several ways. For instance, a financial advisor can help residents in New Bern, NC plan for their retirement, manage their investments, and create a budget to help them achieve their financial goals. Additionally, a financial advisor can help residents in New Bern, NC navigate the complexities of tax laws and regulations, and provide guidance on estate planning. With the unique economic challenges faced by residents in New Bern, NC, such as the impact of natural disasters on the local economy, a financial advisor can offer tailored advice to help them make informed financial decisions and secure their financial future.

Mortgage Loan Officer

Residents of New Bern, NC can benefit from the assistance of a mortgage loan officer in a variety of ways. One of the most common ways is through the process of purchasing a home. With the help of a loan officer, residents can navigate the complex world of mortgages and find the best loan options for their specific needs. In New Bern, where the housing market is competitive, having a loan officer who understands the local market can be extremely valuable. Additionally, loan officers can assist residents with refinancing their existing mortgages, which can help lower monthly payments and save money in the long run. Overall, working with a mortgage loan officer can be a crucial step for residents of New Bern looking to achieve their homeownership goals.

Tax Services

Residents of New Bern, NC can benefit from the services of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available deductions and credits on their tax returns. This is especially important for residents of New Bern, NC, as the city is home to a large number of retirees who may not be aware of all the tax breaks available to them. Additionally, a tax advisor can assist residents with tax planning and preparation, which can help them avoid costly mistakes and ensure that they are in compliance with all relevant tax laws and regulations. Overall, a tax advisor can be an invaluable resource for residents of New Bern, NC who want to minimize their tax liability and maximize their financial well-being.

New Bern, NC Financial Resources

New Bern, NC Chamber of Commerce

https://www.newbernchamber.com/

New Bern, NC City Hall

https://www.newbernnc.gov/

New Bern, NC Public Library

http://newbern.cpclib.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs