Estate Planning Attorneys in Waterville, OH

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List of Firms

Top Waterville, OH Estate Planning Law Firms

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Michael L Brumbaugh Co LPA
5 out of 5
Location 310 E Boalt St E, Sandusky, OH 44870, USA
Phone (419) 626-0684
Language https://brumbaughelderlaw.com/
Directions
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Gallon, Takacs & Boissoneault Co., L.P.A.
4 out of 5
Location 1450 Arrowhead Rd, Maumee, OH 43537, USA
Phone (419) 843-6663
Language https://www.gallonlaw.com/?utm_source=GMB&utm_medium=Organic&utm_campaign=GMB&utm_content=toledo
Directions
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Joanne F. Gall Attorney at Law, Ltd.
4 out of 5
Location 2828 Central Ave #9, Toledo, OH 43606, USA
Phone (419) 474-5678
Language http://www.joannegall.com/
Directions
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Holmes & Emery
4 out of 5
Location 204 W Wayne St #223b, Maumee, OH 43537, USA
Phone (419) 794-3101
Language http://www.holmesemery.com/
Directions
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AlerStallings LLC
5 out of 5
Location 1925 Indian Wood Cir suite a, Maumee, OH 43537, USA
Phone (419) 931-6810
Language http://www.alerstallings.com/
Directions
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Shinn Law Firm
5 out of 5
Location 12511 Madison Ave, Lakewood, OH 44107, USA
Phone (216) 228-4791
Language https://www.shinnlawfirm.com/
Directions
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Elliott Stapleton, Attorney with CMRS Law
5 out of 5
Location 123 Boggs Ln 1st floor, Cincinnati, OH 45246, USA
Phone (513) 334-0099
Language https://www.cmrs-law.com/attorney-profiles/elliott-stapleton/
Directions
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Chamberlain Law Group
5 out of 5
Location 27121 Oakmead Dr suite A, Perrysburg, OH 43551, USA
Phone (419) 872-7670
Language http://www.chamberlain-law.net/
Directions
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Heban, Murphree & Lewandowski, LLC
5 out of 5
Location 200 Dixie Hwy, Rossford, OH 43460, USA
Phone (419) 662-3100
Language https://www.hml-law.net/
Directions
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Morgan James E
4 out of 5
Location 6812 Salisbury Rd Suite B, Maumee, OH 43537, USA
Phone (419) 868-8150
Language http://www.jamesmorganattorney.com/
Directions
Estate Planning Lawyers in Waterville, OH

Where Estate Planners in Waterville, OH Serve

Waterville, OH is a charming town located in Lucas County, Ohio. It is home to several iconic landmarks, such as the historic Roche de Boeuf, a large limestone outcropping that overlooks the Maumee River. The town also boasts several parks, including Farnsworth Metropark, which features hiking trails and stunning views of the river. When it comes to top employers, Waterville is home to a diverse mix of businesses, ranging from small, family-owned shops to larger corporations. Some of the biggest employers in the area include Dana Corporation, First Solar, and the Toledo Zoo. Major highways and streets in Waterville include US-24, which runs east-west through the town, and State Route 64, which runs north-south.

Financial Services Related to Estate Planning in Waterville, OH

Banks and Credit Unions

Residents of Waterville, OH would be helped by a bank in many ways. One of the most common ways is through providing access to financial services and products that can help them manage their money effectively. This is especially important in a town like Waterville, where many residents rely on small businesses and agriculture for their livelihoods. A bank can help these residents with loans and credit, as well as savings and checking accounts that can help them save for the future. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. Overall, a bank can be a valuable resource for residents of Waterville, OH, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Waterville, OH could benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker could help them navigate the complex world of insurance policies and find the most suitable coverage for their needs. They could also provide guidance on the best insurance plans for the specific risks and challenges faced by Waterville residents, such as flooding, tornadoes, and other natural disasters. Additionally, an insurance broker could help residents save money on their insurance premiums by shopping around for the best deals and negotiating with insurance companies on their behalf. Ultimately, the support and advice of an insurance broker could give residents of Waterville, OH peace of mind knowing that they have the right coverage to protect their assets and loved ones.

Retirement Planning

Residents of Waterville, OH can greatly benefit from the expertise of a retirement planner. With a population of just over 5,500 people, Waterville is a small, tight-knit community where everyone knows each other. A retirement planner can help residents navigate the complexities of planning for retirement, including setting realistic goals, creating a budget, and choosing the right investment vehicles. They can also help residents take advantage of any unique opportunities available in Waterville, such as local tax breaks or community programs. By working with a retirement planner, residents of Waterville can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Waterville, OH can benefit greatly from the services provided by a wealth manager. One of the most common ways a wealth manager can assist residents is by helping them to create a personalized financial plan that aligns with their goals and priorities. With a deep understanding of the local economy and financial landscape, a wealth manager can provide tailored advice to residents on how to manage their wealth effectively. For example, Waterville, OH is known for its strong agricultural industry, and a wealth manager can help farmers and other agricultural business owners to navigate the unique financial challenges they face. Additionally, a wealth manager can help residents plan for retirement, manage their investments, and protect their assets through estate planning and insurance strategies. Overall, a wealth manager can provide invaluable guidance and support to help residents of Waterville, OH achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Waterville, OH can benefit greatly from the services of a financial advisor. With a population of just over 5,500, this small town offers a tight-knit community where people often rely on each other for support. A financial advisor can assist with a variety of needs, such as creating a budget, planning for retirement, and investing in the stock market. Additionally, Waterville is home to many small businesses, and a financial advisor can help these entrepreneurs manage their finances and make informed decisions to grow their businesses. With the guidance of a financial advisor, residents of Waterville can feel more confident in their financial future and achieve their goals.

Mortgage Loan Officer

Residents of Waterville, OH can greatly benefit from the services of a mortgage loan officer when it comes to purchasing a home. These professionals can help residents secure a mortgage loan that is tailored to their specific needs and financial situation. Additionally, mortgage loan officers can provide guidance on the home buying process, including navigating the complex paperwork and negotiating with lenders. In Waterville, OH, where the median home value is around $250,000, a mortgage loan officer can help residents find affordable financing options and ensure that they are able to purchase their dream home without breaking the bank.

Tax Services

Residents of Waterville, OH can benefit greatly from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in Ohio, which can be particularly challenging for those who are not familiar with the state's tax code. Additionally, a tax advisor can assist residents in identifying tax deductions and credits that they may be eligible for, which can help them save money on their taxes. For example, residents of Waterville, OH who own a home may be eligible for the Homestead Exemption, which can significantly reduce their property tax bill. A tax advisor can also provide guidance on tax planning strategies, such as retirement planning and estate planning, that can help residents achieve their financial goals. Overall, a tax advisor can be a valuable resource for residents of Waterville, OH who want to minimize their tax liability and maximize their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Waterville, OH can provide a range of services to help individuals plan for their future and ensure their assets are distributed according to their wishes. These services may include drafting wills and trusts, creating powers of attorney, and establishing healthcare directives. In Waterville, OH, estate planning lawyers can also assist with probate and estate administration, as well as provide guidance on tax planning and asset protection strategies. With a deep understanding of Ohio state laws and regulations, these lawyers can help clients navigate complex legal issues and make informed decisions about their estate planning needs. Whether you are just starting to think about your estate plan or need to update an existing plan, an estate planning lawyer in Waterville, OH can provide the expertise and support you need to protect your assets and provide for your loved ones.

Waterville, OH is the ultimate destination for anyone seeking an estate planning lawyer. This small town, located in the heart of Lucas County, is home to some of the most experienced and knowledgeable legal professionals in the state. One of the unique features of Waterville is its rich history, which has contributed to the town's strong sense of community and tradition. This history is reflected in the legal services provided by Waterville's estate planning lawyers, who bring a wealth of knowledge and expertise to their practice. From drafting wills and trusts to navigating complex probate proceedings, these lawyers have the skills and experience necessary to help clients achieve their estate planning goals. With its charming small-town atmosphere and top-notch legal professionals, Waterville, OH is undoubtedly the best place to find an estate planning lawyer.