Estate Planning Attorneys in Collegeville, PA

We did the hard work of finding trustworthy partners in Collegeville, PA. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Collegeville, PA Estate Planning Law Firms

L. Theodore Hoppe, Jr., Esquire - Attorney at Law
4 out of 5
Location 25 W Second Street Second Floor, Media, PA 19063, USA
Phone (610) 497-3579
Language http://www.thoppelaw.com/
Directions
Keenan Ciccitto & Associates
4 out of 5
Location 376 E Main St, Collegeville, PA 19426, USA
Phone (610) 489-6170
Language http://www.keenanlaw.com/
Directions
The Law Offices of Halligan & Keaton
5 out of 5
Location 21 W Front St, Media, PA 19063, USA
Phone (610) 632-8246
Language http://www.halligankeatonlaw.com/
Directions
Katzman Law Office, P.C
Location 1117 Bridge Rd Ste A, Schwenksville, PA 19473, USA
Phone (610) 409-2909
Language http://katzmanlopc.com/
Directions
Miller, Turetsky, Rule & McLennan Attorneys at Law
5 out of 5
Location 3770 Ridge Pike, Collegeville, PA 19426, USA
Phone (610) 489-3300
Language http://www.millerturetsky.com/
Directions
Law Office of Tejal Mehta
5 out of 5
Location 1150 1st Ave #501, King of Prussia, PA 19406, USA
Phone (610) 994-0295
Language http://www.mehtalawoffice.com/
Directions
Law Office of Crystal Y. Miller
Location 104 Koegel Ln, Jeffersonville, PA 19403, USA
Phone (484) 254-4080
Directions
Suzanne Bender, Esq.
5 out of 5
Location 216 Bridge St, Phoenixville, PA 19460, USA
Phone (610) 933-3155
Language http://phoenixvillelawyer.com/
Directions
Slutsky Elder Law
5 out of 5
Location 600 W Germantown Pike Suite 400, Plymouth Meeting, PA 19462, USA
Phone (610) 940-0650
Language https://slutskyelderlaw.com/
Directions
Law Office of Mullaney & Mullaney
5 out of 5
Location 3881 W Skippack Pike, Skippack, PA 19474, USA
Phone (610) 584-4416
Language http://www.mullaneylaw.org/
Directions
Estate Planning Lawyers in Collegeville, PA

Where Estate Planners in Collegeville, PA Serve

Nestled in Montgomery County, Collegeville, PA is a quaint town that boasts of several landmarks, top employers, major highways, and streets, and neighborhoods. From the scenic Perkiomen Trail to the historic Ursinus College, Collegeville has something for everyone. The town is home to several top employers, including Pfizer, GSK, and Quest Diagnostics, which provide ample employment opportunities for the locals. The major highways, including Route 29 and Route 113, make commuting a breeze, while the bustling Main Street offers an array of shops, restaurants, and other amenities. The neighborhoods in Collegeville are diverse and vibrant, ranging from the upscale Providence View to the family-friendly Perkiomen Woods. Each neighborhood has its unique charm and character, making it a perfect place to call home. Whether you're a history buff, nature lover, or simply looking for a great place to live, Collegeville has it all.

Financial Services Related to Estate Planning in Collegeville, PA

Banks and Credit Unions

Residents of Collegeville, PA could benefit from a bank in many ways. One of the most common ways would be through access to financial resources such as loans, savings accounts, and credit cards. This is especially important for a town like Collegeville, which has a large population of college students and young families who may need financial assistance as they establish themselves. Additionally, a bank could provide convenient access to ATMs and online banking services, which would make it easier for residents to manage their finances on-the-go. Overall, a bank would be a valuable resource for the people of Collegeville, helping them to achieve their financial goals and build a strong financial future.

Insurance Broker

Residents of Collegeville, PA can benefit greatly from the services of an insurance broker. With the town's close proximity to major highways and busy roads, car accidents are unfortunately a common occurrence. An insurance broker can help residents navigate the complex world of auto insurance, finding policies that provide adequate coverage and protection in the event of an accident. Additionally, Collegeville is home to a number of small businesses and entrepreneurs, who may require specialized insurance coverage to protect their investments. An insurance broker can work with these business owners to find policies that meet their unique needs and provide peace of mind. Overall, an insurance broker can be a valuable resource for anyone in Collegeville looking to protect themselves, their families, and their businesses from unexpected events.

Retirement Planning

Residents of Collegeville, PA can benefit from the expertise of a retirement planner in various ways. One of the most common ways is by helping them create a solid financial plan for their retirement years. With the cost of living in Collegeville being higher than the national average, residents need to have a well-thought-out plan to ensure they can maintain their standard of living. A retirement planner can help them navigate the complexities of investment options, social security benefits, and tax implications to create a plan that is tailored to their unique needs and goals. Additionally, a retirement planner can assist residents in Collegeville with estate planning, long-term care planning, and other important aspects of retirement planning that can be overwhelming and confusing for many. By working with a retirement planner, residents of Collegeville can have peace of mind knowing they have a comprehensive plan in place to help them achieve their retirement dreams.

Wealth Management

Residents of Collegeville, PA can benefit greatly from the services of a wealth manager. With its close proximity to Philadelphia and its growing economy, Collegeville presents unique financial opportunities and challenges. A wealth manager can help residents navigate these opportunities by providing personalized financial planning and investment advice. For example, a wealth manager can help Collegeville residents plan for their children's education expenses, which are often high due to the area's excellent schools. Additionally, a wealth manager can assist in managing retirement accounts, such as 401(k)s and IRAs, to ensure that residents are well-prepared for their golden years. Overall, a wealth manager can provide invaluable guidance and support to Collegeville residents looking to achieve their financial goals.

Financial Advisor

Residents of Collegeville, PA can benefit greatly from the services of a financial advisor. With the cost of living in Collegeville being higher than the national average, a financial advisor can help residents make the most of their income by creating a budget and finding ways to save money. Additionally, Collegeville is home to many small businesses, and a financial advisor can help these entrepreneurs with financial planning, tax strategies, and retirement planning. With the guidance of a financial advisor, Collegeville residents can feel more confident in their financial future and have a better understanding of how to achieve their financial goals.

Mortgage Loan Officer

Residents of Collegeville, PA can greatly benefit from the expertise of a mortgage loan officer when it comes to purchasing a home or refinancing an existing mortgage. With the town's close proximity to major highways and its charming small-town feel, many residents are looking to settle down in the area. A mortgage loan officer can guide them through the process of securing a loan that fits their financial situation and goals. Additionally, Collegeville is home to several highly-rated schools, making it an attractive location for families. A mortgage loan officer can help families understand their options for financing a home in the area and provide advice on the best course of action for their unique circumstances.

Tax Services

Residents of Collegeville, PA can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. This is especially important for residents of Collegeville, PA, as the area is home to a large number of small businesses and self-employed individuals who may have unique tax needs. A tax advisor can also help residents of Collegeville, PA maximize their deductions and credits, which can help them save money on their taxes each year. Additionally, a tax advisor can provide guidance on tax planning and preparation, ensuring that residents are fully prepared for tax season and avoid any potential penalties or fines. Overall, a tax advisor can be an invaluable resource for residents of Collegeville, PA, helping them navigate the complex world of taxes and ensuring that they are taking advantage of all available opportunities to save money and minimize their tax burden.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Collegeville, PA can provide a range of services to help individuals and families plan for the future. These services may include drafting wills, trusts, and other estate planning documents, as well as providing guidance on tax and asset protection strategies. One unique aspect of estate planning in Collegeville, PA is the area's rich history and cultural heritage. With landmarks like the Perkiomen Bridge and the historic Trappe Tavern, residents of Collegeville have a deep connection to their community and its past. An estate planning lawyer with local knowledge and expertise can help clients navigate the intricacies of Pennsylvania law and ensure that their legacy is preserved for future generations. Whether it's protecting family heirlooms or supporting local charities, a skilled estate planning lawyer can help clients achieve their goals and leave a lasting impact on their community.

Collegeville, PA is the perfect place to find an estate planning lawyer due to its extensive legal community and access to specialized legal resources. With its proximity to Philadelphia, Collegeville attracts top-tier legal talent who are well-versed in estate planning law. Additionally, the town boasts a strong network of legal professionals who collaborate and share knowledge, providing clients with a comprehensive approach to estate planning. Furthermore, Collegeville's legal resources are unparalleled, offering access to cutting-edge technology and research tools that enable lawyers to provide the highest level of service to their clients. Whether you are looking to draft a will, establish a trust, or navigate complex tax laws, Collegeville's legal community has the expertise and resources to ensure that your estate planning needs are met with the utmost professionalism and attention to detail.