Estate Planning Attorneys in Yardley, PA

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List of Firms

Top Yardley, PA Estate Planning Law Firms

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Yardley Estate Planning
SEC File# 801-121464
CRD# 134311
Location 37 S Main St, Yardley, PA 19067, USA
Phone (267) 573-1019
Language http://www.yardleyestate.net/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
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The D’Orlando Firm, PLLC
5 out of 5
Location 53 S Main St, Yardley, PA 19067, USA
Phone (267) 392-5428
Language http://www.dorlandolaw.com/
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Stark & Stark
5 out of 5
Location 777 Township Line Rd #120, Yardley, PA 19067, USA
Phone (267) 651-5765
Language https://www.stark-stark.com/locations/yardley-pennsylvania-law-firm/
Directions
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Eric B Brauer Law Office
5 out of 5
Location 638 Newtown Yardley Rd #2B, Newtown, PA 18940, USA
Phone (215) 953-9100
Directions
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Law Offices of Dawn Getty Sutphin
5 out of 5
Location 204 E Chester Pike, Ridley Park, PA 19078, USA
Phone (610) 246-5090
Language http://www.sutphinlaw.com/
Directions
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Law Office of David T. Siegel, Esq., LLC
Location 235 N Sycamore St, Newtown, PA 18940, USA
Phone (215) 860-0154
Language http://davidsiegellaw.com/
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Russell P Sacco
4 out of 5
Location 57 S Main St, Yardley, PA 19067, USA
Phone (215) 321-8600
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Yardley Wealth Management, LLC
SEC File# 801-121464
CRD# 134311
5 out of 5
Location 37 S Main St, Yardley, PA 19067, USA
Phone (267) 573-1019
Language http://www.yardleywealth.net/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
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Carpenter II Henry A
5 out of 5
Location 301 Oxford Valley Rd STE 101B, Yardley, PA 19067, USA
Phone (215) 493-0727
Language https://buckscountyelderlaw.com/our-team/henry-a-carpenter-ii-esq/
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Law Office of Randall W Hugo
4 out of 5
Location 301 Oxford Valley Rd #504b, Yardley, PA 19067, USA
Phone (215) 321-0600
Language http://www.rhugoesq.com/
Directions
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Zlock, P.C., Newtown-Yardley, Bucks County Office
5 out of 5
Location 777 Township Line Rd #240, Yardley, PA 19067, USA
Phone (215) 968-1800
Language https://bucksdivorcelawyers.com/
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Lashner Michael A
5 out of 5
Location 12 Terry Dr # 105, Newtown, PA 18940, USA
Phone (215) 504-0523
Language http://lashnerlaw.com/
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Cowan & Kelly
4 out of 5
Location 402 Middletown Blvd #202, Langhorne, PA 19047, USA
Phone (215) 741-1100
Language https://www.cowanandkelly.com/
Directions
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Cadwallader Law Offices
5 out of 5
Location 16 S Main St, Yardley, PA 19067, USA
Phone (215) 493-3641
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Snipes & Collins
Location 16 S Main St, Yardley, PA 19067, USA
Phone (215) 493-3664
Language http://www.snipescollins.com/
Directions
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Klenk Law
5 out of 5
Location Regus Business Center, 196 W Ashland St, Doylestown, PA 18901, USA
Phone (215) 515-2529
Language http://klenklaw.com/
Directions
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Joy M Kreutzer Law Offices
5 out of 5
Location 402 Middletown Blvd #206, Langhorne, PA 19047, USA
Phone (215) 750-7308
Directions
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John M. Kenney Law Office
4 out of 5
Location 308 N Oxford Valley Rd, Fairless Hills, PA 19030, USA
Phone (215) 547-3031
Language https://www.pennsylvania-lawyer.net/?utm_source=google&utm_medium=local
Directions
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Curtin & Heefner LLP
5 out of 5
Location 1040 Stony Hill Rd #150, Yardley, PA 19067, USA
Phone (215) 736-2521
Language https://curtinheefner.com/
Directions
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Kathleen Scott Chasar PA
4 out of 5
Location 903 Parkway Ave, Ewing Township, NJ 08618, USA
Phone (609) 882-2200
Language http://www.kathleenchasarlawnj.com/
Directions
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Wilson Richard P
Location 27 Blacksmith Rd # 100, Newtown, PA 18940, USA
Phone (215) 968-3869
Directions
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Lieberson Jay B
5 out of 5
Location 301 Oxford Valley Rd, Morrisville, PA 19067, USA
Phone (215) 493-0700
Directions
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Apex Financial Advisors Inc
5 out of 5
Location 85 S Main St, Yardley, PA 19067, USA
Phone (215) 493-1900
Language http://apexfinancialadvisors.com/
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Estate Planning Lawyers in Yardley, PA

Where Estate Planners in Yardley, PA Serve

Yardley, PA is a charming borough located in Bucks County, Pennsylvania. This scenic town is home to a variety of landmarks, including the Yardley Inn, a historic restaurant and bed and breakfast, and the Delaware Canal State Park, which offers beautiful views of the Delaware River. The town is also known for its top employers, such as the Pennsbury School District and the St. Mary Medical Center, which provide ample job opportunities for residents. Major highways and streets in the area include Interstate 95, Route 1, and Main Street, which are all easily accessible and provide convenient transportation options. The town is divided into several neighborhoods, such as Arborlea, Makefield Manor, and Yardley Estates, each with its own unique character and charm. With its rich history, beautiful scenery, and thriving community, Yardley, PA is a wonderful place to call home.

Financial Services Related to Estate Planning in Yardley, PA

Banks and Credit Unions

Residents of Yardley, PA can benefit from a bank in several ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. A bank can also provide residents with financial advice and assistance in managing their money. For example, a bank might offer investment services or help residents create a budget. In Yardley, PA specifically, a bank could be particularly helpful for those who own small businesses or work in the healthcare industry, which are both major economic drivers in the area. A bank might provide loans or other financial support to help these businesses thrive and grow, which in turn would benefit the entire community.

Insurance Broker

Residents of Yardley, PA can benefit greatly from the services of an insurance broker. With its proximity to the Delaware River, flooding is a common occurrence in the area. An insurance broker can help residents find the right flood insurance policy to protect their homes and belongings. Additionally, Yardley is home to many small businesses, and an insurance broker can assist these business owners in finding the right commercial insurance policies to protect their assets and employees. Whether it's navigating the complexities of health insurance or finding the right coverage for a new car, an insurance broker can provide valuable assistance to the residents of Yardley, PA.

Retirement Planning

Residents of Yardley, PA can benefit greatly from the services of a retirement planner. With a population of just over 2,500 people, Yardley is a small borough located in Bucks County, Pennsylvania. Many residents of Yardley are nearing retirement age and may be unsure of how to best prepare for their future. A retirement planner can help these individuals create a personalized plan for their retirement savings, taking into account factors such as their current income, expenses, and investment goals. Additionally, a retirement planner can provide guidance on Social Security benefits, Medicare, and other important aspects of retirement planning. With the help of a retirement planner, residents of Yardley can feel confident and prepared as they approach their golden years.

Wealth Management

Residents of Yardley, PA could benefit from the expertise of a wealth manager in a variety of ways. One specific need that may be unique to this small town is the desire for personalized financial planning. With a population of just over 2,500, many residents may have specific financial goals or challenges that require a tailored approach. A wealth manager can help individuals and families navigate their unique financial situations, whether it's planning for retirement, managing investments, or creating a long-term savings plan. Additionally, with many residents working in nearby cities like Philadelphia and Trenton, a wealth manager can provide guidance on tax planning and other financial considerations that may arise from commuting to work. Overall, a wealth manager can be a valuable resource for Yardley residents looking to achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Yardley, PA can benefit greatly from the services of a financial advisor. With its proximity to major metropolitan areas, many residents have high-paying jobs and significant assets. A financial advisor can help these individuals manage their wealth and plan for the future, whether that means saving for retirement, investing in real estate, or setting up a trust for their children. Additionally, Yardley is home to many small business owners who may need guidance on managing their finances and planning for the future of their business. A financial advisor can provide valuable advice on tax planning, cash flow management, and other financial matters that are essential to the success of a small business. Overall, a financial advisor can help residents of Yardley achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Yardley, PA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks such as finding the best mortgage rates, securing pre-approval for a loan, and guiding borrowers through the complex application process. They can also provide valuable advice on the types of loans available, including fixed-rate and adjustable-rate mortgages, and help residents choose the one that best fits their needs. In particular, Yardley, PA residents may benefit from a loan officer who is familiar with the local real estate market and can provide insight into the unique characteristics of the area. For example, Yardley is known for its historic homes and charming downtown area, which may impact the types of properties available and the loan options that are best suited to them. A knowledgeable mortgage loan officer can help residents navigate these factors and make informed decisions about their home financing.

Tax Services

Residents of Yardley, PA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits when filing taxes. This is especially important for Yardley residents, as the area has a high cost of living and many homeowners may be eligible for deductions related to property taxes and mortgage interest. Additionally, a tax advisor can assist with tax planning throughout the year, helping residents to make informed decisions about investments and other financial decisions that can impact their tax liability. Overall, a tax advisor can provide valuable support and advice to Yardley residents, helping them to navigate the complexities of the tax system and achieve their financial goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Yardley, PA can provide a range of services to help individuals and families plan for their future. These services may include creating wills, trusts, and other estate planning documents, as well as providing guidance on tax planning, asset protection, and charitable giving. One unique aspect of estate planning in Yardley, PA is the town's rich history and abundance of historic properties. An experienced estate planning lawyer in Yardley can help clients navigate the complex legal and financial issues involved in preserving and passing on these properties to future generations. Additionally, the lawyer may be able to provide guidance on estate planning strategies that can help clients minimize their tax liabilities while still preserving their wealth and assets. Overall, working with an estate planning lawyer in Yardley, PA can help individuals and families achieve peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of after they're gone.

Yardley, PA is the ideal location to secure an estate planning lawyer due to its rich history and charming ambiance. Nestled in the heart of Bucks County, Yardley boasts a plethora of legal professionals who specialize in estate planning. With a population of just over 2,500, Yardley offers a small-town feel that is perfect for those seeking personalized legal services. The town's picturesque scenery and quaint architecture add to its appeal, making it a popular destination for both locals and visitors alike. Additionally, the town's proximity to major cities like Philadelphia and New York City makes it a convenient location for legal consultations and meetings. Whether you need assistance with wills, trusts, or any other aspect of estate planning, Yardley's legal professionals are well-equipped to handle your needs with the utmost care and expertise.