Estate Planning Attorneys in Smith County, TX

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List of Firms

Top Smith County, TX Estate Planning Law Firms

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Vance E. Hendrix P.C. Attorney at Law
5 out of 5
Location 1397 Dominion Plaza Ste 140, Tyler, TX 75703, USA
Phone (903) 944-7800
Directions
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My Texas Estate Plan, PLLC
5 out of 5
Location 7925 S Broadway Ave Ste. 800, Tyler, TX 75703, USA
Phone (903) 561-8644
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Gibbins Law, PLLC
5 out of 5
Location 303 W Houston St, Tyler, TX 75702, USA
Phone (903) 400-5881
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Bauman & Smith, PLLC.
5 out of 5
Location 400 E 5th St, Tyler, TX 75701, USA
Phone (903) 597-6333
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Adams & Coker
5 out of 5
Location 4540 Kinsey Dr, Tyler, TX 75703, USA
Phone (903) 581-1196
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Estate Planning Lawyers in Smith County, TX

Where Estate Planners in Smith County, TX Serve

Smith County, TX is a vibrant and bustling hub of activity, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Tyler Rose Garden to the sprawling Caldwell Zoo, there is no shortage of attractions to explore in this dynamic region. Major employers in the area include CHRISTUS Trinity Mother Frances Health System, Brookshire Grocery Company, and Tyler Independent School District, providing ample job opportunities for residents and visitors alike. With easy access to major highways such as I-20 and US-69, navigating the area is a breeze, while neighborhoods like Hollytree and The Woods offer a range of housing options for those looking to settle down. Whether you're a first-time visitor or a long-time resident, Smith County has something to offer everyone.

Financial Services Related to Estate Planning in Smith County, TX

Banks and Credit Unions

Residents of Smith County, TX can benefit from a bank in a variety of ways. One of the most common ways is through personal and business loans. With the county's growing population and economy, many individuals and companies may need financial assistance to start a new venture or expand their existing one. Additionally, banks can provide convenient and secure options for managing money, such as checking and savings accounts, online banking, and mobile apps. In a county with a diverse range of industries, including healthcare, education, and manufacturing, having access to financial services tailored to specific needs can make a significant difference in achieving financial goals. Overall, a bank can be a valuable resource for residents of Smith County, TX looking to achieve financial stability and growth.

Insurance Broker

Residents of Smith County, TX can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized guidance and advice on the best insurance policies to suit their unique needs and budget. With a deep understanding of the insurance market in Smith County, TX, a broker can help residents navigate the complex world of insurance and find the right coverage for their homes, businesses, and vehicles. Whether it's finding the best rates for auto insurance or helping homeowners protect their properties against natural disasters like tornadoes and hailstorms, an insurance broker can provide invaluable assistance to residents of Smith County, TX.

Retirement Planning

Residents of Smith County, TX can benefit greatly from the services of a retirement planner. With a population of over 230,000 people, Smith County is home to many individuals and families who are preparing for retirement. A retirement planner can provide guidance on how to save for retirement, create a budget, and invest wisely. They can also help residents navigate the complex world of Social Security and Medicare, ensuring they receive all the benefits they are entitled to. In addition, a retirement planner can help residents plan for unexpected events, such as illness or disability, and ensure they have adequate insurance coverage. Overall, a retirement planner can provide peace of mind and help residents of Smith County, TX achieve their retirement goals.

Wealth Management

Residents of Smith County, TX could benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager could assist residents is by helping them navigate the unique tax laws and regulations of the state of Texas. With no state income tax and a complex property tax system, it can be difficult for residents to maximize their financial potential without professional guidance. Additionally, a wealth manager could help residents plan for retirement, invest wisely, and protect their assets. For a county with a population of over 230,000 and a median household income of $52,000, the services of a wealth manager could make a significant difference in the financial well-being of its residents.

Financial Advisor

Residents of Smith County, TX can benefit greatly from the services of a financial advisor. With a median household income of $52,964 and a poverty rate of 16.9%, many families in Smith County may struggle to manage their finances effectively. A financial advisor can provide guidance on budgeting, saving, and investing to help families achieve their financial goals. Additionally, with a high percentage of residents employed in industries such as healthcare and education, a financial advisor can provide specialized advice on retirement planning and managing employee benefits. Overall, a financial advisor can help residents of Smith County make informed decisions about their money and plan for a secure financial future.

Mortgage Loan Officer

Residents of Smith County, TX would greatly benefit from the services of a mortgage loan officer. With a population of over 230,000 people, many residents are looking to purchase their first home or refinance their current mortgage. A mortgage loan officer can assist with the application process, helping residents navigate the complex world of mortgages. Additionally, Smith County has a diverse population, including many retirees and veterans. A mortgage loan officer can provide specialized assistance to these groups, helping them secure special financing options and benefits. Furthermore, Smith County is home to many rural communities, and a mortgage loan officer can help residents in these areas access financing options that are tailored to their unique needs. Overall, a mortgage loan officer can provide invaluable assistance to residents of Smith County, TX, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Smith County, TX can benefit greatly from the assistance of a tax advisor. With the county's diverse economy, which includes industries such as healthcare, government, and education, tax laws and regulations can be complex and overwhelming. A tax advisor can provide guidance on deductions and credits specific to Smith County, such as the homestead exemption for property taxes. Additionally, they can help residents navigate changes in tax laws, such as the recent tax overhaul, to ensure they are maximizing their savings and avoiding penalties. Overall, a tax advisor can provide peace of mind and financial security for residents of Smith County, TX.

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