Estate Planning Attorneys in Union County, NC

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List of Firms

Top Union County, NC Estate Planning Law Firms

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Law Offices of Michelle Vereckey, PLLC
4 out of 5
Location 212 N Main St, Monroe, NC 28112, USA
Phone (704) 283-5555
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Blood Law
5 out of 5
Location 106 E South Main St, Waxhaw, NC 28173, USA
Phone (704) 286-0570
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Meek Law Firm South
5 out of 5
Location 4389 Indian Trail Fairview Rd Suite 25, Indian Trail, NC 28079, USA
Phone (980) 729-5662
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The Sharkey Law Firm, PLLC
5 out of 5
Location 109 Navajo Trail, Indian Trail, NC 28079, USA
Phone (704) 559-9594
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Robison Smith Law, PLLC
5 out of 5
Location 6555 Old Monroe Rd Suite C, Indian Trail, NC 28079, USA
Phone (704) 741-0220
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Curcio Anderson Law
5 out of 5
Location 10550 Independence Pointe Pkwy Suite 301, Matthews, NC 28105, USA
Phone (704) 459-5539
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Soto Law PLLC Real Estate, Estate Planning, Family Law
5 out of 5
Location 10706 Sikes Pl Ste 150, Charlotte, NC 28277, USA
Phone (704) 270-6027
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Garrity & Gossage, LLP
5 out of 5
Location 344 W John St, Matthews, NC 28105, USA
Phone (704) 841-0661
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Providence Wills and Trusts
5 out of 5
Location 1940 Weddington Rd, Weddington, NC 28104, USA
Phone (704) 288-4700
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Zach Jackson Law
5 out of 5
Location 101 S Main St, Monroe, NC 28112, USA
Phone (704) 288-4057
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Law Office of Lewis R. Fisher, PA
5 out of 5
Location 305 W Franklin St suite a, Monroe, NC 28112, USA
Phone (704) 289-2551
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Burns, Gray & Gray, P.A.
4 out of 5
Location 103 N Main St, Monroe, NC 28112, USA
Phone (704) 289-5594
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Pinnacle Law
5 out of 5
Location 118 Matthews-Indian Trail Rd, Indian Trail, NC 28079, USA
Phone (704) 761-4404
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Harrington Law Firm
5 out of 5
Location 315 N Main St, Monroe, NC 28112, USA
Phone (704) 289-2548
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Law Office of Nancy L. Roberts, PLLC
5 out of 5
Location 15720 Brixham Hill Ave Ste. 300, Charlotte, NC 28277, USA
Phone (704) 887-5242
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Zachary A. Cohen, Attorney at Law
5 out of 5
Location 105 E Jefferson St C, Monroe, NC 28112, USA
Phone (704) 283-9090
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Perry, Bundy, Plyler & Long, LLP
5 out of 5
Location 316 N Hayne St, Monroe, NC 28112, USA
Phone (704) 387-5210
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Hinson Faulk, P.A.
5 out of 5
Location 309 Post Office Dr, Indian Trail, NC 28079, USA
Phone (704) 684-0031
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Weaver Bennett & Bland, P.A., Attorneys at Law
4 out of 5
Location 196 N Trade St, Matthews, NC 28105, USA
Phone (704) 844-1400
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Landon A. Dunn, PA + Real Estate Attorney Matthews NC
4 out of 5
Location 624 Matthews-Mint Hill Rd Suite 146, Matthews, NC 28105, USA
Phone (704) 688-0505
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Glass J Bennett
5 out of 5
Location 108 W Jefferson St # A, Monroe, NC 28112, USA
Phone (704) 289-9515
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Sodoma Law Union
5 out of 5
Location 105 S Main St, Monroe, NC 28112, USA
Phone (704) 220-6500
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Crow Law Firm
5 out of 5
Location 315 N Main St, Monroe, NC 28112, USA
Phone (704) 283-1175
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Groves & Wayne, PC Attorneys At Law
5 out of 5
Location 604 Old Providence Rd, Waxhaw, NC 28173, USA
Phone (704) 843-7575
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Helms Bennett, PA
5 out of 5
Location 314 N Hayne St, Monroe, NC 28112, USA
Phone (704) 289-4577
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Estate Planning Lawyers in Union County, NC

Where Estate Planners in Union County, NC Serve

Union County, NC is a vibrant and dynamic region located in the heart of the Piedmont region of North Carolina. The county boasts a rich history and a diverse array of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in Union County include the historic Union County Courthouse, the Monroe Aquatics and Fitness Center, and the Union County Heritage Museum. In addition to its impressive array of landmarks and attractions, Union County is home to a number of top employers, including the Carolinas Healthcare System, the Union County Public Schools, and the Walmart Distribution Center. These employers provide thousands of jobs to local residents and contribute significantly to the county's economy. When it comes to transportation, Union County is well-connected to the rest of the state and beyond thanks to its extensive network of major highways and streets. Some of the most important highways in the region include US-74, NC-16, and NC-200.

Financial Services Related to Estate Planning in Union County, NC

Banks and Credit Unions

Residents of Union County, NC would greatly benefit from the services provided by a bank. One of the most common ways a bank could help is by providing loans for home purchases or renovations. Union County is known for its beautiful rural landscapes and growing suburban areas, which means that many residents are looking to purchase or improve their homes. A bank can offer competitive interest rates and flexible payment options to make these purchases and renovations more accessible to residents. Additionally, a bank can provide financial education and resources to help residents manage their money and plan for their future. Overall, a bank can be a valuable resource for the residents of Union County, NC, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Union County, NC can benefit greatly from the services of an insurance broker. Insurance brokers can help residents navigate the complex world of insurance policies and find the best coverage for their needs. In Union County, NC, where severe weather events such as hurricanes and tornadoes are common, an insurance broker can assist residents in finding policies that offer protection against these types of disasters. Additionally, an insurance broker can help residents find policies that cover specific needs such as flood insurance for those residing in flood-prone areas. With the help of an insurance broker, residents of Union County, NC can have peace of mind knowing that they have the right coverage in place in case of unexpected events.

Retirement Planning

Residents of Union County, NC can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Union County navigate the complex world of retirement planning and provide guidance on how to maximize their retirement savings. Specifically, Union County has a large population of retirees who may need help managing their retirement income and planning for long-term care. A retirement planner can assist with creating a comprehensive retirement plan that takes into account factors such as Social Security benefits, pensions, and healthcare costs. Additionally, Union County has a thriving business community, and a retirement planner can help business owners plan for their own retirement as well as provide guidance on how to structure their businesses to maximize retirement savings. Overall, a retirement planner can provide valuable assistance to residents of Union County, NC in achieving their retirement goals and securing their financial future.

Wealth Management

Residents of Union County, NC can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is through investment advice and portfolio management. A wealth manager can help Union County residents navigate the complex world of investments, from stocks and bonds to real estate and alternative investments. They can also provide guidance on retirement planning, tax strategies, and estate planning. With Union County's growing population and booming economy, a wealth manager can help residents make the most of their financial resources and plan for a secure future.

Financial Advisor

Residents of Union County, NC could benefit greatly from the guidance of a financial advisor. With a median household income of $81,000, many families in the area are looking for ways to manage their finances and plan for the future. A financial advisor can provide expertise on topics such as retirement planning, investment strategies, and debt management. Additionally, Union County is home to a growing number of small business owners who could also benefit from the advice of a financial advisor in areas such as cash flow management and tax planning. With the help of a financial advisor, residents of Union County can feel more confident in their financial decisions and work towards achieving their long-term goals.

Mortgage Loan Officer

Residents of Union County, NC can benefit greatly from the expertise of a mortgage loan officer. With the county's growing population and increasing demand for housing, a loan officer can assist in finding the best mortgage options for both first-time homebuyers and current homeowners looking to refinance. Union County is also home to many rural areas, which can present unique challenges when it comes to securing a mortgage. A loan officer can provide guidance on available government-backed loan programs, such as USDA loans, that can help residents in these areas obtain financing. Additionally, with the recent economic downturn, many residents may be struggling to make mortgage payments. A loan officer can offer options such as loan modifications or refinancing to help homeowners stay in their homes and avoid foreclosure.

Tax Services

Residents of Union County, NC can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by receiving guidance on tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and regulations specific to Union County, NC, and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist residents in understanding the tax implications of major life events, such as buying a home or starting a business. With the help of a tax advisor, residents of Union County, NC can make informed decisions about their finances and minimize their tax liability.

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