Estate Planning Attorneys in Cleveland, OH

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List of Firms

Top Cleveland, OH Estate Planning Law Firms

Wilson & Gillissie Law Office
5 out of 5
Location 1382 W 9th St #420, Cleveland, OH 44113, USA
Phone (216) 925-5185
Directions
Calfee, Halter & Griswold LLP
5 out of 5
Location 1405 E 6th St, Cleveland, OH 44114, USA
Phone (216) 622-8200
Directions
Phillips & Mille Co., L.P.A
4 out of 5
Location 7530 Lucerne Dr Suite 200, Middleburg Heights, OH 44130, USA
Phone (440) 243-2800
Directions
Mills Ronald H
5 out of 5
Location 22255 Center Ridge Rd, Rocky River, OH 44116, USA
Phone (440) 333-5700
Directions
Carson Law Firm LLC
5 out of 5
Location 2618 N Moreland Blvd, Cleveland, OH 44120, USA
Phone (888) 403-1259
Directions
Valente Law, LLC
5 out of 5
Location 20827 Lorain Rd #A, Fairview Park, OH 44126, USA
Phone (440) 462-8288
Directions
The Nickolls Law Firm, LLC
5 out of 5
Location 4785 Memphis Ave, Cleveland, OH 44144, USA
Phone (440) 710-0988
Directions
N.P. Weiss Law
4 out of 5
Location 3091 Mayfield Rd Suite 320A, Cleveland Heights, OH 44118, USA
Phone (216) 417-5111
Directions
Mansour Gavin LPA
4 out of 5
Location North Point Tower, 1001 Lakeside Ave E Suite 1400, Cleveland, OH 44114, USA
Phone (216) 523-1500
Directions
Shinn Law Firm
5 out of 5
Location 12511 Madison Ave, Lakewood, OH 44107, USA
Phone (216) 228-4791
Directions
Russo, Rosalina & Co., LPA
4 out of 5
Location 6656 Ridge Rd, Parma, OH 44129, USA
Phone (440) 843-8400
Directions
Kirner & Boldt Co., L.P.A
4 out of 5
Location 8025 Corporate Cir, North Royalton, OH 44133, USA
Phone (440) 884-4300
Directions
Estate Planning Lawyers in Cleveland, OH

Where Estate Planners in Cleveland, OH Serve

Cleveland, OH is a city on the rise, with a rich history and vibrant culture. From the iconic Rock and Roll Hall of Fame to the towering Terminal Tower, there are landmarks aplenty to explore. The city is home to major employers like the Cleveland Clinic and Progressive Insurance, helping to drive its economy forward. Major highways like I-90 and I-71 crisscross the city, making it easy to get around. And with neighborhoods like Ohio City, Tremont, and University Circle, there's something for everyone in this bustling metropolis.

Financial Services Related to Estate Planning in Cleveland, OH

Banks and Credit Unions

Residents of Cleveland, OH would be helped by a bank in a variety of ways. One of the most common ways is through access to financial resources for purchasing a home. Cleveland has a relatively affordable housing market, and many residents may be looking to take advantage of this by buying their own home. A bank can provide mortgage loans with competitive interest rates and flexible repayment terms to help residents achieve their dream of homeownership. Additionally, banks can offer financial education and guidance to help residents make informed decisions about their finances and plan for their future. This can include advice on budgeting, saving, and investing, as well as assistance with setting up retirement accounts or college savings plans. Overall, banks can play a crucial role in helping residents of Cleveland achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Cleveland, OH can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them navigate the complex world of healthcare insurance. Cleveland, OH is home to some of the best hospitals and medical facilities in the country, but this also means that healthcare costs can be high. An insurance broker can work with residents to find the best plan that fits their budget and provides the coverage they need. Additionally, Cleveland, OH experiences harsh winters, which can cause property damage. An insurance broker can help residents find the right home insurance policy to protect their property from snow and ice damage. With an insurance broker's guidance, residents of Cleveland, OH can have peace of mind knowing that they have the right coverage to protect themselves and their families.

Retirement Planning

Residents of Cleveland, OH could benefit greatly from the guidance of a retirement planner. With a population of over 380,000 people, Cleveland is a bustling city with a diverse range of individuals who have varying financial needs and goals. A retirement planner can help navigate the complexities of retirement planning, including determining the best investment strategies, creating a budget, and maximizing Social Security benefits. Additionally, Cleveland's aging population could benefit from a retirement planner's expertise in long-term care planning and estate planning. With the cost of healthcare rising, a retirement planner can help Cleveland residents plan for potential healthcare expenses and ensure their assets are protected for future generations. Overall, a retirement planner can provide invaluable support to Cleveland residents as they navigate the often-daunting task of planning for retirement.

Wealth Management

Residents of Cleveland, OH can benefit from the expertise of a wealth manager in several ways. One of the most common ways is through investment management, where a wealth manager can help clients make informed decisions on how to grow and preserve their wealth. Additionally, a wealth manager can assist in retirement planning, tax planning, and estate planning. Cleveland, OH is home to a diverse population with varying financial needs, and a wealth manager can provide customized solutions to help individuals and families achieve their financial goals. For instance, with the city being a hub for healthcare, a wealth manager can help healthcare professionals navigate the complex world of financial planning and investment management, ensuring they are well-positioned for a comfortable retirement.

Financial Advisor

Residents of Cleveland, OH can benefit greatly from the guidance of a financial advisor. With a diverse economy that includes manufacturing, healthcare, and technology industries, many residents may have unique financial needs and goals. A financial advisor can help Clevelanders navigate the complexities of retirement planning, investment strategies, and debt management. Additionally, given the city's fluctuating real estate market, a financial advisor can provide valuable insight into buying or selling a home. With a deep understanding of the local economy and financial landscape, a financial advisor can help Cleveland residents make informed decisions about their money and achieve their financial goals.

Mortgage Loan Officer

Residents of Cleveland, OH can benefit from the expertise of a mortgage loan officer in various ways. One of the most common ways is by helping them navigate the local real estate market. Cleveland is known for its diverse neighborhoods, each with its own unique character and housing market. A mortgage loan officer can help residents understand the current trends and conditions in their desired neighborhood, and provide guidance on how to secure a mortgage that fits their budget and financial goals. Additionally, a loan officer can help residents take advantage of any local programs or incentives that may be available to them, such as down payment assistance or tax credits. With the help of a mortgage loan officer, residents of Cleveland can feel confident and informed as they navigate the home buying process.

Tax Services

Residents of Cleveland, OH 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 navigate the complex tax laws and regulations specific to Cleveland, OH. For example, Cleveland has a local income tax that residents must pay in addition to state and federal taxes. A tax advisor can help residents understand their obligations and ensure they are filing correctly to avoid penalties. Additionally, a tax advisor can help residents maximize their deductions and credits, potentially saving them money on their tax bill. With the help of a tax advisor, residents of Cleveland, OH can have peace of mind knowing they are in compliance with local tax laws and are making the most of their tax situation.

Cleveland, OH Financial Resources

Cleveland, OH Chamber of Commerce

https://www.uschamber.com/co/chambers/ohio/cleveland

Cleveland, OH City Hall

https://www.clevelandohio.gov/

Cleveland, OH Public Library

https://cpl.org/

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