Estate Planning Attorneys in Takoma Park, MD

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List of Firms

Top Takoma Park, MD Estate Planning Law Firms

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Furey Doolan & Abell
5 out of 5
Location 7600 Wisconsin Ave #600, Bethesda, MD 20814, USA
Phone (301) 652-6880
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SILBER, PERLMAN, SIGMAN & TILEV
5 out of 5
Location 6930 Carroll Ave # 610, Takoma Park, MD 20912, USA
Phone (301) 891-2200
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Alem & Associates
4 out of 5
Location 8121 Georgia Ave UNIT 608, Silver Spring, MD 20910, USA
Phone (301) 608-1133
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Law Offices of Clifford M. Cohen
5 out of 5
Location 1201 Seven Locks Rd #360, Rockville, MD 20854, USA
Phone (240) 206-5413
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Law Offices of Jeffrey B. Henry
4 out of 5
Location 7676 New Hampshire Ave Suite 103, Takoma Park, MD 20912, USA
Phone (301) 439-5500
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Cooper Law Firm
5 out of 5
Location 8720 Georgia Ave #701, Silver Spring, MD 20910, USA
Phone (301) 587-9170
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Stein Sperling Attorneys • Abogados
5 out of 5
Location 7495 New Hampshire Ave, Takoma Park, MD 20912, USA
Phone (301) 738-2222
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Law Office of Lena A Clark, LLC
5 out of 5
Location 129 W Patrick St #11, Frederick, MD 21701, USA
Phone (301) 696-0567
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Law Offices of Jezic & Moyse - Silver Spring Criminal Lawyer
5 out of 5
Location 1013 University Blvd E, Silver Spring, MD 20903, USA
Phone (240) 292-7200
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Law Office of Hamilton and Associates
Location 8601 Georgia Ave #503, Silver Spring, MD 20910, USA
Phone (301) 589-3000
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Antezana & Antezana, LLC.
5 out of 5
Location 7676 New Hampshire Ave Suite 108, Takoma Park, MD 20912, USA
Phone (301) 857-5448
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Barbara J Mann Attorney At Law
3 out of 5
Location 903 Hamilton St NE, Washington, DC 20011, USA
Phone (202) 269-3793
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Law Office Of Thomas A. Gentile
5 out of 5
Location 911 Silver Spring Ave, Silver Spring, MD 20910, USA
Phone (301) 565-8218
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Law Office of Krystal R. Wilson
Location 8403 Colesville Rd Suite 1100, Silver Spring, MD 20910, USA
Phone (301) 750-7502
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Law Office Of John F. Pressley, Jr.
Location 7600 Georgia Ave NW # 412, Washington, DC 20012, USA
Phone (202) 723-8800
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Mindy Felinton - Felinton Elder Law & Estate Planning Centers
4 out of 5
Location 932 Hungerford Dr Suite 29A, Rockville, MD 20850, USA
Phone (301) 610-0055
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Debra G. Oliver
4 out of 5
Location 801 Wayne Ave, Silver Spring, MD 20910, USA
Phone (301) 367-4021
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Estate Planning Lawyers in Takoma Park, MD

Where Estate Planners in Takoma Park, MD Serve

Takoma Park, MD is a vibrant and diverse city located in Montgomery County. Known for its progressive values and community activism, Takoma Park is home to several landmarks, including the Takoma Park Historic District and the Takoma Park Community Center. The city is also home to top employers such as Adventist Healthcare and Washington Adventist University. Major highways such as the Capital Beltway and Route 29 provide easy access to neighboring cities, while streets like Carroll Avenue and Piney Branch Road offer a variety of local shops and restaurants. Takoma Park is divided into several unique neighborhoods, each with its own character and charm, including the Historic District, Takoma/Langley Crossroads, and New Hampshire Gardens.

Financial Services Related to Estate Planning in Takoma Park, MD

Banks and Credit Unions

Residents of Takoma Park, MD can benefit from a bank in various ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With these services, residents can manage their finances effectively and plan for their future. Additionally, banks in Takoma Park can provide assistance with financial education and resources to help residents make informed decisions about their money. For instance, a bank can offer advice on how to save for college, retirement, or a down payment on a home. Moreover, banks can help residents with their daily banking needs, such as ATM access, online and mobile banking, and bill payment services. With the growing population of Takoma Park, having a bank nearby can be a valuable resource for residents to achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Takoma Park, MD would greatly benefit from the expertise of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find affordable and comprehensive insurance plans that fit their unique needs. For example, with the high number of environmentally-conscious residents in Takoma Park, an insurance broker could help them find insurance plans that cover eco-friendly home upgrades or electric cars. Additionally, with the city's close proximity to Washington, D.C., an insurance broker could help residents navigate the complexities of health insurance plans and find coverage that includes access to top-notch medical facilities in the area. Overall, an insurance broker can provide invaluable support to residents of Takoma Park, MD in securing the best insurance coverage for their specific needs.

Retirement Planning

Residents of Takoma Park, MD can benefit greatly from the services of a retirement planner. With its diverse population and unique community, Takoma Park presents a variety of challenges and opportunities when it comes to planning for retirement. A retirement planner can help residents navigate the complexities of Social Security, pensions, and other retirement benefits, as well as provide guidance on investment strategies and tax planning. Additionally, a retirement planner can help residents plan for the high cost of living in Takoma Park, which is known for its vibrant arts scene and progressive values. With the help of a retirement planner, Takoma Park residents can feel confident in their ability to achieve their retirement goals and enjoy their golden years in this vibrant and welcoming community.

Wealth Management

Residents of Takoma Park, MD could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help them develop a comprehensive financial plan that takes into account their unique circumstances and goals. This might include strategies for saving for retirement, managing debt, and investing in the stock market. Additionally, a wealth manager could provide guidance on tax planning, estate planning, and insurance needs. One specific challenge that residents of Takoma Park face is the high cost of living in the area. A wealth manager could help them navigate this by identifying ways to reduce expenses, such as refinancing a mortgage or consolidating debt. Overall, a wealth manager could provide valuable support to residents of Takoma Park as they work to achieve their financial objectives and secure their future.

Financial Advisor

Residents of Takoma Park, MD could benefit greatly from the services of a financial advisor. With its diverse population and strong sense of community, Takoma Park presents unique financial challenges that require a tailored approach. A financial advisor can help residents navigate the local housing market, which has seen a surge in demand in recent years due to its proximity to Washington, D.C. Additionally, Takoma Park has a high concentration of small businesses, and a financial advisor can assist entrepreneurs with financial planning, tax strategies, and retirement planning. Overall, a financial advisor can provide residents of Takoma Park with the guidance and support they need to make informed financial decisions and achieve their long-term goals.

Mortgage Loan Officer

Residents of Takoma Park, MD can benefit greatly from the assistance of a mortgage loan officer. One of the most common ways a mortgage loan officer can help residents is by providing guidance on the various mortgage options available to them. In Takoma Park, where the housing market is competitive and the cost of living is relatively high, it can be challenging for residents to navigate the mortgage process on their own. A mortgage loan officer can help residents understand the different types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help them determine which option is best for their unique financial situation. Additionally, a mortgage loan officer can assist residents in finding the best interest rates and loan terms, which can save them a significant amount of money over the life of their mortgage.

Tax Services

Residents of Takoma Park, MD can benefit greatly from the advice of a tax advisor. With a unique tax structure in Maryland, residents of Takoma Park may find themselves facing different tax laws than those in neighboring states. A tax advisor can help navigate the complexities of state and local tax laws, ensuring that residents are not overpaying or underpaying their taxes. Additionally, with a high cost of living in the area, a tax advisor can provide guidance on deductions and credits that can help residents save money and maximize their tax refunds. Whether it's help with filing taxes, planning for retirement, or starting a business, a tax advisor can provide invaluable assistance to residents of Takoma Park.

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