Estate Planning Attorneys in Dayton, OH

We did the hard work of finding trustworthy partners in Dayton, OH. Fill out the form to get connected.

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 Dayton, OH Estate Planning Law Firms

Kordalis Law Office
5 out of 5
Location 130 W 2nd St Suite 1818, Dayton, OH 45402, USA
Phone (937) 224-1212
Directions
Lovett & House Co., LPA
5 out of 5
Location 10 W Monument Ave #101, Dayton, OH 45402, USA
Phone (937) 429-7730
Directions
Rogers & Greenberg L.L.P.
4 out of 5
Location 40 N Main St #2160, Dayton, OH 45423, USA
Phone (937) 223-8171
Directions
Lovett & House Co., LPA
5 out of 5
Location 5540 Far Hills Ave Suite 109, Dayton, OH 45429, USA
Phone (937) 294-1446
Directions
The Brannon Law Firm
4 out of 5
Location 130 W 2nd St Suite 900, Dayton, OH 45402, USA
Phone (937) 228-2306
Directions
Law Office of W. Michael Conway
4 out of 5
Location 3080 Ackerman Blvd #330, Dayton, OH 45429, USA
Phone (937) 294-8807
Directions
John E. Clough
Location Stratacache Tower, 40 N Main St # 2700, Dayton, OH 45423, USA
Phone (937) 223-1130
Directions
Brown Law Office LLC
5 out of 5
Location 204 S Ludlow St STE 300, Dayton, OH 45402, USA
Phone (937) 224-1216
Directions
Green & Green, Lawyers: Jonathan F. Hung, Esq.
4 out of 5
Location 109 N Main St, Dayton, OH 45402, USA
Phone (937) 224-3333
Directions
Ralph A. Skilken, Co. LPA
5 out of 5
Location 110 N Main St STE 1000, Dayton, OH 45402, USA
Phone (937) 223-2214
Directions
Martin Folino, LPA
3 out of 5
Location 214 W Monument Ave, Dayton, OH 45402, USA
Phone (937) 461-6328
Directions
Altick & Corwin Co., L.P.A.
3 out of 5
Location One S Main St Suite 1590, Dayton, OH 45402, USA
Phone (937) 608-9460
Directions
Sherrets Law Offices
4 out of 5
Location 580 Lincoln Park Blvd #399, Dayton, OH 45429, USA
Phone (937) 299-9607
Directions
R. Mark Henry, Attorney At Law
4 out of 5
Location 130 W 2nd St #2100, Dayton, OH 45402, USA
Phone (937) 461-1212
Directions
Estate Planning Lawyers in Dayton, OH

Where Estate Planners in Dayton, OH Serve

Dayton, OH is a vibrant city with a rich history and diverse culture. It is home to many notable landmarks such as the National Museum of the United States Air Force, the Dayton Art Institute, and the Wright Brothers National Museum. The city is also known for its top employers, including Wright-Patterson Air Force Base, Premier Health, and the University of Dayton. Major highways that run through the city include I-75, I-70, and US-35, making it easily accessible for commuters and travelers alike. The city is also home to several notable streets, including Main Street, which is lined with shops, restaurants, and entertainment venues. Dayton is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include Oregon District, known for its historic buildings and nightlife, and Dayton View, which features beautiful homes and tree-lined streets. Other neighborhoods include Belmont, East Dayton, and Westwood.

Financial Services Related to Estate Planning in Dayton, OH

Banks and Credit Unions

Residents of Dayton, OH can benefit from a bank in a multitude of ways. Most commonly, a bank can provide financial assistance in the form of loans for purchasing a new home or car. Additionally, banks offer savings and checking accounts to help residents manage their money and save for the future. Dayton, OH is home to a diverse population with varying financial needs, and a bank can provide personalized financial advice and solutions to help individuals and families achieve their financial goals. For example, a bank can assist small business owners in securing loans to start or expand their businesses, contributing to the growth and development of the local economy. Overall, a bank can play a crucial role in supporting the financial well-being of Dayton residents.

Insurance Broker

Residents of Dayton, OH would greatly benefit from the services of an insurance broker. With a population of over 140,000 people, Dayton is a bustling city with a diverse range of insurance needs. An insurance broker can help residents navigate the complex world of insurance by providing personalized advice and recommendations on the best policies to suit their specific needs. For example, with Dayton being prone to severe weather conditions such as tornadoes and flooding, an insurance broker can help residents find policies that provide adequate coverage for these types of natural disasters. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important in a city where the poverty rate is higher than the national average. Overall, an insurance broker can provide invaluable assistance to Dayton residents in protecting themselves and their assets.

Retirement Planning

Residents of Dayton, OH can benefit greatly from the services of a retirement planner. With the city's aging population, many individuals are starting to think about their future and how they can secure their finances for retirement. A retirement planner can provide guidance on investment strategies, tax planning, and estate planning to ensure that residents are financially prepared for their golden years. Additionally, with Dayton being home to many retirees, a retirement planner can help individuals navigate the complexities of Medicare and Social Security, ensuring that they receive the benefits they are entitled to. Overall, a retirement planner can be a valuable resource for Dayton residents looking to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Dayton, OH can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is by providing guidance and advice on how to invest and grow their wealth. With a wealth manager's help, residents can develop a personalized investment strategy that takes into account their financial goals, risk tolerance, and tax situation. This can help them make informed decisions about their money and achieve long-term financial success. Additionally, a wealth manager can help residents navigate the unique financial challenges that come with living in Dayton, such as the cost of living and the impact of the local economy on their investments. By working with a wealth manager, residents can feel confident that they are making smart financial decisions and maximizing their wealth potential.

Financial Advisor

Residents of Dayton, OH can greatly benefit from the expertise of a financial advisor. With a median household income of $34,000, many Dayton residents may struggle with managing their finances, planning for retirement, or saving for major purchases. A financial advisor can provide guidance on budgeting, investing, and debt management, helping individuals and families achieve their financial goals. Additionally, with Dayton being home to many small businesses, a financial advisor can assist entrepreneurs in creating a solid financial plan for their business and navigating the complexities of taxes and regulations. Overall, a financial advisor can be a valuable resource for Dayton residents looking to improve their financial well-being and secure their financial future.

Mortgage Loan Officer

Residents of Dayton, OH can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, whether they are first-time homebuyers or looking to upgrade to a larger property. In a city like Dayton, where the median home value is below the national average, a mortgage loan officer can help residents navigate the local real estate market and find affordable housing options. Additionally, with the recent economic downturn, many Dayton residents may be struggling with their finances and credit scores. A mortgage loan officer can help these individuals understand their financial options and work towards improving their credit so that they can qualify for a home loan. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy a home in Dayton, OH.

Tax Services

Residents of Dayton, OH can benefit greatly from the expertise of a tax advisor. With the city's diverse economy and various industries, tax laws and regulations can be complex and confusing. A tax advisor can help residents navigate these intricacies and ensure they are taking advantage of all available tax credits and deductions. For example, with Dayton's strong aerospace industry, a tax advisor could help residents who work in this field understand the tax implications of their job and potentially save them money on their taxes. Additionally, a tax advisor can assist residents with tax planning and preparation, ensuring they are properly filing their taxes and avoiding any penalties or fines. Overall, a tax advisor can provide valuable guidance and support to residents of Dayton, OH in managing their finances and minimizing their tax burden.

Dayton, OH Financial Resources

Dayton, OH Chamber of Commerce

https://daytonchamber.org/

Dayton, OH City Hall

https://www.daytonohio.gov/

Dayton, OH Public Library

https://www.daytonmetrolibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs