Estate Planning Attorneys in Tulsa County, OK

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Top Tulsa County, OK Estate Planning Law Firms

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Gary W. Crews, PLLC
5 out of 5
Location 1795 E 71st St, Tulsa, OK 74136, USA
Phone (918) 493-3360
Directions
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Horizon Attorneys & Counselors
4 out of 5
Location 4715 E 91st St STE 200, Tulsa, OK 74137, USA
Phone (918) 398-7900
Directions
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New View Estate Planning, PLLC
5 out of 5
Location 1711 N Gilcrease Museum Rd, Tulsa, OK 74127, USA
Phone (918) 246-6813
Directions
Estate Planning Lawyers in Tulsa County, OK

Where Estate Planners in Tulsa County, OK Serve

Tulsa County, located in northeast Oklahoma, is a vibrant and bustling region with a rich history and diverse economy. The area is home to several notable landmarks, including the iconic Golden Driller statue, the Philbrook Museum of Art, and the Tulsa Zoo. Top employers in the area include the Saint Francis Health System, the University of Tulsa, and American Airlines. The county is also home to several major highways, including Interstate 44 and US Route 75, making it easily accessible from surrounding areas. Tulsa County is comprised of numerous neighborhoods, each with its own unique character and charm. From the trendy Brookside district to the historic neighborhoods of Maple Ridge and Swan Lake, there is something for everyone in this vibrant community. Overall, Tulsa County is a dynamic and exciting place to live, work, and play, with a thriving economy, rich cultural heritage, and endless opportunities for exploration and adventure.

Financial Services Related to Estate Planning in Tulsa County, OK

Banks and Credit Unions

Residents of Tulsa County, OK can benefit from a bank in numerous ways. One of the most common ways is through loans and mortgages. Tulsa County is home to a diverse population, with a mix of urban and rural areas. Many residents may need financial assistance to purchase a home or start a business. Banks can provide them with the necessary funds to achieve their goals. Additionally, banks offer a range of financial services, such as checking and savings accounts, credit cards, and investment opportunities. These services can help residents manage their money more effectively and plan for their future. Overall, a bank can be a valuable resource for residents of Tulsa County, providing them with the financial tools they need to succeed.

Insurance Broker

Residents of Tulsa County, OK can benefit greatly from the services of an insurance broker. With its diverse population and unique economic landscape, Tulsa County presents a variety of insurance challenges that an experienced broker can help navigate. For instance, Tulsa County has a high incidence of severe weather events, including tornadoes and hailstorms, which can cause significant damage to homes and businesses. An insurance broker can help residents find policies that provide adequate coverage for these types of events, as well as for other common risks such as flooding and fire. Additionally, with a large number of small businesses operating in the area, a broker can assist business owners in finding the right insurance solutions to protect their assets and employees. Overall, an insurance broker can be a valuable resource for Tulsa County residents looking to secure the right coverage at a competitive price.

Retirement Planning

Residents of Tulsa County, OK can benefit greatly from the services of a retirement planner. Retirement planners can provide guidance on a variety of financial matters, including investment strategies, tax planning, and estate planning. In Tulsa County specifically, retirement planners can help residents navigate the unique challenges of retirement in a state with a high cost of living. They can also provide advice on how to maximize retirement benefits from local employers and government programs. Additionally, retirement planners can help Tulsa County residents plan for unexpected expenses, such as medical bills or home repairs, which can be particularly important for retirees on a fixed income. Overall, working with a retirement planner can help residents of Tulsa County achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Tulsa County, OK can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by developing a personalized financial plan that takes into account the unique needs and goals of each individual or family. This can include strategies for saving for retirement, managing debt, and investing in the local economy. For example, Tulsa County is home to a thriving energy industry, and a wealth manager can help residents take advantage of investment opportunities in this sector. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, helping residents to protect and grow their wealth over the long term. Overall, a wealth manager can be an invaluable resource for anyone looking to achieve financial security and success in Tulsa County, OK.

Financial Advisor

Residents of Tulsa County, OK could greatly benefit from the services of a financial advisor in a number of ways. One of the most common ways that a financial advisor could help Tulsa County residents is by providing guidance and advice on retirement planning. With a large population of older adults in Tulsa County, many residents are likely concerned about having enough savings to support themselves in retirement. A financial advisor can help individuals assess their current financial situation, develop a retirement savings plan, and make informed investment decisions to help them reach their goals. Additionally, with the oil and gas industry playing a significant role in the local economy, a financial advisor with expertise in energy investments could be particularly valuable for Tulsa County residents looking to diversify their portfolios.

Mortgage Loan Officer

Residents of Tulsa County, OK can greatly benefit from the services of a mortgage loan officer. These professionals can assist in navigating the complex process of obtaining a mortgage, whether it be for a first-time homebuyer or a seasoned homeowner. In particular, Tulsa County has a diverse housing market with a range of properties available, from historic homes in the downtown area to modern developments in the suburbs. A mortgage loan officer can help residents find the right loan program to fit their unique needs and financial situation. Additionally, with the current low interest rates, now is a great time for Tulsa County residents to consider refinancing their existing mortgages, and a loan officer can provide valuable guidance in this process as well.

Tax Services

Residents of Tulsa County, OK can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to Tulsa County. For example, Tulsa County has a 2% sales tax that is collected on all retail purchases, and a portion of that tax goes towards funding public transportation. A tax advisor can help residents navigate these local tax laws and ensure they are properly filing their taxes and taking advantage of any available deductions or credits. Additionally, a tax advisor can provide assistance with tax planning, retirement planning, and estate planning to help residents make informed financial decisions and minimize their tax liabilities.

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