Estate Planning Attorneys in Sandy Springs, GA

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List of Firms

Top Sandy Springs, GA Estate Planning Law Firms

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Attorney Richard C. Wayne - Stop Foreclosure, Real Estate, Contract Law
5 out of 5
Location 100 Hammond Dr, Atlanta, GA 30328, USA
Phone (404) 231-1444
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John Ratterree II, Attorney at Law
5 out of 5
Location 750 Hammond Dr, Atlanta, GA 30328, USA
Phone (404) 256-1185
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Graham Estate Planning
5 out of 5
Location 5447 Roswell Rd, Atlanta, GA 30342, USA
Phone (888) 419-4557
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The Eldercare & Special Needs Law Practice of Daniel D. Munster
5 out of 5
Location 5855 Sandy Springs Cir #270, Atlanta, GA 30328, USA
Phone (404) 920-0521
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Shafritz & Dean
4 out of 5
Location 5825 Glenridge Dr Bldg. 2, Ste. 102, Sandy Springs, GA 30328, USA
Phone (404) 255-8183
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Fox+Mattson, P.C.
5 out of 5
Location 4788 Long Island Dr NE, Atlanta, GA 30342, USA
Phone (404) 256-0020
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Estate Planning Lawyers in Sandy Springs, GA

Where Estate Planners in Sandy Springs, GA Serve

Sandy Springs, GA is a bustling city located in Fulton County, Georgia. It is home to many renowned landmarks such as the Chattahoochee River National Recreation Area and the Anne Frank in the World exhibit. The city boasts a diverse economy with top employers like UPS, Cox Communications, and IBM. Major highways and streets, such as GA-400 and Roswell Road, provide easy access to neighboring cities and attractions. Sandy Springs offers a variety of neighborhoods, each with its own unique charm and character, including Riverside, North Springs, and Dunwoody Panhandle. With its rich history and vibrant culture, Sandy Springs is a must-visit destination for anyone looking to experience the best of Georgia.

Financial Services Related to Estate Planning in Sandy Springs, GA

Banks and Credit Unions

Residents of Sandy Springs, GA can benefit from a bank in several ways. For instance, a bank can provide them with financial assistance such as loans, credit cards, and mortgages to help them achieve their financial goals. Additionally, banks offer a range of savings and investment options that can help residents grow their wealth and secure their future. Moreover, banks can help residents manage their finances better by providing them with tools and resources such as online banking, budgeting tools, and financial advice. For instance, Sandy Springs residents can take advantage of the local bank branches to access these services and receive personalized attention from knowledgeable bankers who understand the unique financial needs of the community. Overall, a bank can be a valuable partner for residents of Sandy Springs, GA, providing them with the financial support and guidance they need to achieve their goals and thrive in their community.

Insurance Broker

Residents of Sandy Springs, GA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their needs. This is particularly important in Sandy Springs, where residents face unique risks such as flooding due to its proximity to the Chattahoochee River. An insurance broker can help residents find policies that cover these risks and ensure they are adequately protected. Additionally, an insurance broker can help residents save money by finding policies with lower premiums and discounts that they may not be aware of. Overall, an insurance broker can provide invaluable assistance to residents of Sandy Springs, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Sandy Springs, GA could greatly benefit from the services of a retirement planner in a number of ways. One specific area where a retirement planner could be particularly helpful is in navigating the complex tax laws and regulations that are unique to Georgia. With the state's high income tax rates and complicated retirement income exemptions, it can be difficult for retirees to maximize their income and minimize their tax burden without expert guidance. A retirement planner can help residents of Sandy Springs, GA understand their options for retirement savings and income, as well as develop a personalized plan that takes into account their individual goals and financial situation. Whether it's creating a tax-efficient investment strategy, maximizing Social Security benefits, or planning for long-term care needs, a retirement planner can provide invaluable assistance and peace of mind to residents of Sandy Springs, GA as they navigate the complex world of retirement planning.

Wealth Management

Residents of Sandy Springs, GA could benefit from a wealth manager in a number of ways. Firstly, a wealth manager can help individuals in Sandy Springs to create a personalized investment plan that aligns with their financial goals and risk tolerance. Additionally, a wealth manager can provide guidance on tax-efficient investment strategies that can help residents of Sandy Springs to maximize their returns while minimizing their tax liability. Specifically, residents of Sandy Springs may benefit from the expertise of a wealth manager who is familiar with the unique tax laws and regulations in Georgia. Finally, a wealth manager can help residents of Sandy Springs to plan for retirement by creating a comprehensive retirement plan that takes into account their current financial situation, future goals, and expected expenses. Overall, a wealth manager can provide valuable guidance and support to residents of Sandy Springs who are looking to build and protect their wealth.

Financial Advisor

Residents of Sandy Springs, GA can benefit greatly from the services of a financial advisor. With a median household income of over $90,000 and a high cost of living, it can be challenging to manage finances effectively. A financial advisor can help residents create a budget, develop a savings plan, and invest wisely to achieve their financial goals. Additionally, they can provide guidance on retirement planning, estate planning, and tax strategies. With the right financial advice, residents of Sandy Springs can navigate the complexities of their financial lives with confidence and achieve financial security for themselves and their families.

Mortgage Loan Officer

Residents of Sandy Springs, GA can benefit from the expertise of a mortgage loan officer in a number of ways. For example, a loan officer can help them navigate the complex process of obtaining a mortgage, which can be especially challenging for first-time homebuyers. Additionally, residents of Sandy Springs may have specific needs or concerns related to their local real estate market, such as the high cost of living or the competitive nature of the housing market. A skilled loan officer can provide valuable insights and guidance on these issues, helping residents make informed decisions about their home financing options. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to purchase a home in Sandy Springs or the surrounding area.

Tax Services

Residents of Sandy Springs, GA can benefit greatly from the expertise of a tax advisor. With its thriving business community and growing population, Sandy Springs is a city that requires careful financial planning and management. A tax advisor can help residents navigate the complex tax laws and regulations specific to Georgia and Sandy Springs, ensuring that they are maximizing their deductions and minimizing their tax liability. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that are essential for long-term financial stability. Whether you are a small business owner or an individual taxpayer, a tax advisor can help you make informed decisions that will benefit you and your family for years to come.

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