Estate Planning Attorneys in Newtown, PA

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List of Firms

Top Newtown, PA Estate Planning Law Firms

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Kardos, Rickles & Hand
5 out of 5
Location 626 S State St, Newtown, PA 18940, USA
Phone (215) 968-6602
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Krewson David C
Location 119 Frost Ln, Newtown, PA 18940, USA
Phone (215) 968-3337
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Danese Jr Richard
4 out of 5
Location 2 N State St, Newtown, PA 18940, USA
Phone (215) 968-4700
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D. Keith Brown
Location 2 N State St, Newtown, PA 18940, USA
Phone (215) 968-4700
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Petrelli Previtera, LLC
5 out of 5
Location 1707 Langhorne Newtown Rd Ste 5, Langhorne, PA 19047, USA
Phone (267) 710-9585
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Liebmann Family Law
4 out of 5
Location 4 Terry Dr STE 4, Newtown, PA 18940, USA
Phone (215) 860-8200
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Maselli Warren PC
Location 301 S State St, Newtown, PA 18940, USA
Phone (267) 352-3427
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Lashner Michael A
5 out of 5
Location 12 Terry Dr # 105, Newtown, PA 18940, USA
Phone (215) 504-0523
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Kevin L. Hand
4 out of 5
Location 626 S State St, Newtown, PA 18940, USA
Phone (215) 968-6602
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Law Office of David T. Siegel, Esq., LLC
Location 235 N Sycamore St, Newtown, PA 18940, USA
Phone (215) 860-0154
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Eric B Brauer Law Office
5 out of 5
Location 638 Newtown Yardley Rd #2B, Newtown, PA 18940, USA
Phone (215) 953-9100
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Rubin, Glickman, Steinberg & Gifford, P.C.
5 out of 5
Location 12 Penns Trail #145, Newtown, PA 18940, USA
Phone (215) 798-7461
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Cordes Law Llc
3 out of 5
Location 27 S State St, Newtown, PA 18940, USA
Phone (215) 968-2248
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Alice Hart Hughes
5 out of 5
Location The Atrium - Suite 3 4, Terry Dr, Newtown, PA 18940, USA
Phone (215) 927-4473
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Estate Planning Lawyers in Newtown, PA

Where Estate Planners in Newtown, PA Serve

Newtown, PA is a charming town located in Bucks County, Pennsylvania. It is home to several landmarks, including the historic Newtown Theatre and the Newtown Historic Association. The town is also known for its beautiful parks, such as Tyler State Park and Core Creek Park. Top employers in Newtown include the Council Rock School District, St. Mary Medical Center, and the Bucks County Community College. The town is easily accessible from major highways, such as the Pennsylvania Turnpike and Interstate 95. Streets such as State Street and Sycamore Street are bustling with local shops and restaurants. Newtown is divided into several neighborhoods, each with its own unique character. The Borough of Newtown is the town center and is known for its historic architecture and quaint shops. Other neighborhoods include Newtown Grant, Newtown Crossing, and Newtown Station. With its rich history, beautiful scenery, and thriving community, Newtown, PA is a wonderful place to call home.

Financial Services Related to Estate Planning in Newtown, PA

Banks and Credit Unions

Residents of Newtown, PA could benefit from a bank in a variety of ways. For example, a bank could provide loans to local small businesses looking to expand or start up. Newtown is a growing community with many small businesses, and having access to loans could help these businesses thrive and create more job opportunities for residents. Additionally, a bank could offer financial planning services to help residents manage their money and plan for their future. With the high cost of living in the area, it's important for residents to have access to resources that can help them make smart financial decisions. Finally, a bank could provide convenient access to ATMs and online banking services, making it easier for residents to manage their finances on the go. Overall, a bank could be an important resource for residents of Newtown, PA looking to build a strong financial future.

Insurance Broker

Residents of Newtown, PA can benefit greatly from the services of an insurance broker. With the town's growing population and diverse demographics, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, with the town's proximity to major highways and busy roads, residents may require additional coverage for auto accidents or liability insurance for their businesses. An insurance broker can also assist with finding affordable health insurance options, which is especially important given the rising costs of medical care. Ultimately, an insurance broker can provide peace of mind and financial security for residents of Newtown, PA.

Retirement Planning

Residents of Newtown, PA can benefit greatly from the services of a retirement planner. One of the most common ways they can be helped is by creating a personalized retirement plan that takes into account their specific needs and goals. For example, Newtown is a town with a high cost of living, and many residents may need to plan for a longer retirement than they initially anticipated. A retirement planner can help them create a plan that accounts for these factors and ensures they have enough savings to maintain their lifestyle. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they maximize their benefits and avoid costly mistakes. By working with a retirement planner, residents of Newtown can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable, secure future.

Wealth Management

Residents of Newtown, PA can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Newtown to develop a comprehensive financial plan that takes into account their unique goals and circumstances. This can include strategies for saving for retirement, minimizing taxes, and managing debt. Additionally, a wealth manager can provide guidance on investment decisions, helping residents to build a diversified portfolio that aligns with their risk tolerance and long-term objectives. For example, given the high cost of living in Newtown, residents may need to be more aggressive in their investments to achieve their financial goals. Overall, a wealth manager can offer valuable support and expertise to help residents of Newtown navigate the complexities of personal finance and achieve financial security.

Financial Advisor

Residents of Newtown, PA can benefit greatly from the guidance of a financial advisor. With its charming small-town feel and proximity to major cities like Philadelphia and New York, Newtown is a desirable place to live. However, the cost of living can be high, and navigating the complex world of personal finance can be daunting. A financial advisor can help residents of Newtown create a budget, plan for retirement, and invest wisely. They can also provide valuable advice on managing debt, saving for college, and protecting assets through insurance. With the help of a financial advisor, residents of Newtown can feel confident in their financial future and enjoy all that this vibrant community has to offer.

Mortgage Loan Officer

Residents of Newtown, PA can benefit greatly from the expertise of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in finding the best mortgage rates and terms for their specific financial situation. With the high cost of living in Newtown, PA, finding an affordable mortgage can be a challenge. A loan officer can also help residents navigate the complex process of applying for a mortgage, including gathering necessary documentation and filling out paperwork. Additionally, a loan officer can provide guidance on available mortgage programs and help residents choose the right one for their needs. With the help of a mortgage loan officer, residents of Newtown, PA can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Newtown, PA can benefit greatly from the services of a tax advisor. With a population of over 2,000 households, many families and individuals may have complex tax situations that require professional guidance. A tax advisor can help residents navigate the ever-changing tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits to minimize their tax liability. Additionally, Newtown, PA is home to many small businesses, and a tax advisor can assist these entrepreneurs with tax planning and compliance, helping them avoid costly mistakes and penalties. Overall, a tax advisor can provide valuable support to Newtown residents, helping them make informed decisions and achieve their financial goals.

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