Estate Planning Attorneys in St. Clair Shores, MI

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Top St. Clair Shores, MI Estate Planning Law Firms

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The Parnell Law Firm
5 out of 5
Location 24001 Greater Mack Ave, St Clair Shores, MI 48080, USA
Phone (586) 445-0110
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Estate Planning Lawyers in St. Clair Shores, MI

Where Estate Planners in St. Clair Shores, MI Serve

St. Clair Shores, MI is a vibrant city located in Macomb County, Michigan. The city is home to numerous landmarks that add to its charm and character. One such landmark is the Jefferson Beach Marina, which is a premier boating destination on Lake St. Clair. Another notable landmark is the Lake St. Clair Metropark, which offers residents and visitors alike a variety of outdoor recreational activities. The city is also home to several top employers, including Ascension St. John Hospital, which is a leading healthcare provider in the area. Other major employers in St. Clair Shores include the Lakeview Public Schools and the City of St. Clair Shores. St. Clair Shores is conveniently located near several major highways and streets, including I-94, I-696, and Jefferson Avenue. These highways provide easy access to nearby cities and attractions, making St. Clair Shores an ideal location for commuters and travelers.

Financial Services Related to Estate Planning in St. Clair Shores, MI

Banks and Credit Unions

Residents of St. Clair Shores, MI can benefit from a bank in several ways. One of the most common ways is through loans. Many people in St. Clair Shores need loans for various reasons, such as buying a car, renovating their homes, or starting a business. A bank can provide loans with reasonable interest rates and flexible repayment terms. Additionally, a bank can help residents manage their finances by offering checking and savings accounts, credit cards, and investment options. Another way that a bank can assist residents is by providing financial education and resources. St. Clair Shores has a diverse population, and many people may not be familiar with financial concepts or tools. A bank can offer workshops, seminars, and online resources to help residents make informed decisions about their money. Overall, a bank can be a valuable resource for the residents of St. Clair Shores, MI, providing them with the financial support and guidance they need to achieve their goals.

Insurance Broker

Residents of St. Clair Shores, MI can benefit greatly from the services of an insurance broker. With the unpredictable weather in Michigan, it's important to have insurance coverage that protects against natural disasters such as flooding and hail damage. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage to fit their needs and budget. Additionally, St. Clair Shores is home to many boaters and water enthusiasts, making marine insurance an important consideration. An insurance broker can provide guidance on the best policies to protect against accidents and liabilities while out on the water. Overall, working with an insurance broker can provide peace of mind and ensure that residents of St. Clair Shores are adequately protected against life's uncertainties.

Retirement Planning

Residents of St. Clair Shores, MI could greatly benefit from the services of a retirement planner. With a population of over 59,000 people, many individuals in the area may not have a clear understanding of how to properly plan for their retirement. A retirement planner can help residents of St. Clair Shores create a personalized plan that takes into account their unique financial situation and goals. Specifically, with the high cost of living in the area compared to the national average, a retirement planner can help residents navigate the challenges of saving for retirement while also managing their day-to-day expenses. Additionally, a retirement planner can educate residents on the various retirement savings options available to them, such as 401(k)s and IRAs, and help them make informed decisions about their investments.

Wealth Management

Residents of St. Clair Shores, MI could benefit greatly from the services of a wealth manager. With its proximity to Lake St. Clair, many residents in this area have invested heavily in waterfront properties, making it crucial to have a solid financial plan in place. A wealth manager can help residents navigate the complexities of managing their assets and investments, while also providing guidance on tax strategies, retirement planning, and estate planning. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, a wealth manager can assist in creating a financial plan to weather any future economic storms. Overall, a wealth manager can provide invaluable support to residents of St. Clair Shores, MI in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of St. Clair Shores, MI can greatly benefit from the guidance and expertise of a financial advisor. With the city's close proximity to Lake St. Clair, many residents may have investments tied to the boating and fishing industries. A financial advisor can help navigate the ups and downs of these markets and provide insight on how to best invest for long-term financial success. Additionally, with a median household income of $58,000, many residents may be looking to save for retirement or their children's education. A financial advisor can assist in creating a personalized plan to meet these goals and ensure financial stability for the future. Overall, a financial advisor can provide valuable support and knowledge to help residents of St. Clair Shores make informed decisions and achieve their financial aspirations.

Mortgage Loan Officer

Residents of St. Clair Shores, MI could greatly benefit from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by assisting residents in finding the right mortgage option for their specific financial situation. In a city like St. Clair Shores, where the median home value is around $145,000, it's important to have someone who can guide you through the process of securing a mortgage that won't break the bank. A mortgage loan officer can also help residents navigate the complex application process and ensure they have all the necessary documents to get approved. Additionally, a mortgage loan officer can provide valuable advice on how to improve credit scores and increase the chances of getting approved for a mortgage. Overall, a mortgage loan officer can be a valuable resource for residents of St. Clair Shores looking to buy their dream home.

Tax Services

Residents of St. Clair Shores, MI can benefit greatly from the guidance of a tax advisor. With a population of over 59,000 people, many individuals in this community may struggle to navigate the complexities of tax laws and regulations. A tax advisor can provide assistance with filing tax returns, maximizing deductions, and minimizing tax liabilities. Additionally, St. Clair Shores is home to many small businesses, and a tax advisor can help these entrepreneurs navigate the tax implications of starting and running a business. Whether you are an individual or a business owner, a tax advisor can provide valuable insights and expertise to help you make informed financial decisions and achieve your financial goals.

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