Estate Planning Attorneys in McLennan County, TX

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List of Firms

Top McLennan County, TX Estate Planning Law Firms

Law Office of Harvey L. Cox
5 out of 5
Location 1600 Lake Air Dr Suite 108, Waco, TX 76710, USA
Phone (254) 233-7300
Directions
Rainey & Rainey, Attorneys at Law, LP
5 out of 5
Location 3809 W Waco Dr, Waco, TX 76710, USA
Phone (254) 752-8644
Directions
Barrett Thomas, Attorney at Law
5 out of 5
Location 205 M-B Industrial Dr, Woodway, TX 76712, USA
Phone (866) 219-6119
Directions
Carpenter & Croft, PLLC
5 out of 5
Location 7901 Fish Pond Rd #210, Waco, TX 76710, USA
Phone (254) 300-7909
Directions
Johnson Hobbs Squires LLP
4 out of 5
Location 400 Austin Ave Suite 903, Waco, TX 76701, USA
Phone (254) 732-2242
Directions
Sheehy Lovelace & Mayfield
4 out of 5
Location 510 N Valley Mills Dr, Waco, TX 76710, USA
Phone (254) 772-8022
Directions
Dooley Noted Law, PLLC
5 out of 5
Location 4808 Lake Shore Dr, Waco, TX 76710, USA
Phone (254) 284-0093
Directions
Jennings Kennady, Attorney at Law
5 out of 5
Location 1521 Austin Ave, Waco, TX 76701, USA
Phone (979) 255-2056
Directions
Wash & Thomas Attorneys
4 out of 5
Location 6613 Sanger Ave, Waco, TX 76710, USA
Phone (254) 776-3611
Directions
Estate Planning Lawyers in McLennan County, TX

Where Estate Planners in McLennan County, TX Serve

McLennan County, located in central Texas, boasts a plethora of landmarks and attractions that are sure to capture the hearts of visitors and residents alike. From the historic Waco Suspension Bridge to the magnificent Cameron Park Zoo, there is no shortage of things to see and do in this vibrant community. In terms of employment, McLennan County is home to several top employers, including Baylor University, H-E-B Grocery Company, and Providence Healthcare Network. These companies provide job opportunities for thousands of individuals in the area, contributing to the county's strong economy. When it comes to transportation, McLennan County is well-connected with major highways and streets, including Interstate 35, Highway 6, and Loop 340. These thoroughfares make it easy for residents to travel throughout the county and beyond. Finally, McLennan County is comprised of several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in McLennan County, TX

Banks and Credit Unions

Residents of McLennan County, TX 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 financial education and advice to help residents make informed decisions about their money. In McLennan County, where the economy is largely driven by agriculture and manufacturing, a bank can offer specialized services tailored to these industries. For example, a bank can provide loans to farmers and ranchers to purchase equipment or expand their operations. Overall, a bank can play an important role in helping residents of McLennan County achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of McLennan County, TX can greatly benefit from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. In McLennan County, where severe weather events such as tornadoes and hailstorms are common, an insurance broker can help residents find policies that provide adequate coverage for damage caused by these natural disasters. Additionally, with the high rates of uninsured drivers in Texas, an insurance broker can help residents find affordable and comprehensive auto insurance policies to protect them in case of an accident. Overall, an insurance broker can provide valuable assistance to residents of McLennan County in finding the right insurance coverage to protect their homes, vehicles, and families.

Retirement Planning

Residents of McLennan County, TX could greatly benefit from the services of a retirement planner. Retirement planners are experts in helping individuals plan for their financial future and ensure they have the resources they need to retire comfortably. One specific way that a retirement planner could help residents of McLennan County is by providing guidance on how to navigate the unique tax laws and regulations in Texas. With no state income tax, Texas has a different tax structure than many other states, and a retirement planner can help individuals maximize their retirement savings while minimizing their tax burden. Additionally, a retirement planner can help residents of McLennan County understand the various retirement savings options available to them, such as 401(k)s, IRAs, and annuities, and create a personalized plan tailored to their specific needs and financial goals.

Wealth Management

Residents of McLennan County, TX could benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager could help is by providing personalized financial planning and investment advice. McLennan County is home to a diverse population, including both urban and rural communities, and a wealth manager could help residents navigate the unique financial challenges that come with living in these areas. For example, a wealth manager could help farmers and ranchers in the county manage their assets and plan for the future, or help young professionals in the city create a plan to pay off student loans and save for retirement. Additionally, a wealth manager could provide guidance on estate planning and tax strategies, helping residents ensure that their assets are protected and their financial goals are met. Overall, a wealth manager could be a valuable resource for residents of McLennan County looking to build and preserve their wealth.

Financial Advisor

Residents of McLennan County, TX can benefit from the guidance of a financial advisor in a number of ways. One of the most common ways is through retirement planning. With an aging population, many residents of McLennan County are looking for ways to ensure they have enough money to support themselves in their golden years. A financial advisor can help them assess their current financial situation, set goals for the future, and develop a plan to achieve those goals. Additionally, many residents of McLennan County are small business owners or entrepreneurs. A financial advisor can help them navigate the complex world of business finance, from securing loans and managing cash flow to planning for growth and expansion. Overall, a financial advisor can provide valuable guidance and support to residents of McLennan County, helping them achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of McLennan County, TX can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. In McLennan County, TX, where the median home value is $149,500, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and find the best loan options and interest rates available. They can also provide guidance on the various government-backed programs that are available to help first-time homebuyers and low-income families. With the help of a mortgage loan officer, residents of McLennan County, TX can achieve their homeownership goals and build a better future for themselves and their families.

Tax Services

Residents of McLennan County, TX can benefit greatly from the services of a tax advisor. One of the most common ways they can be helped is by navigating the ever-changing tax laws and regulations. With the recent economic growth in the county, tax laws have become more complex and confusing than ever before. A tax advisor can help residents understand the tax implications of their investments, business ventures, and other financial decisions. They can also assist in preparing tax returns accurately and efficiently, ensuring that residents receive all the deductions and credits they are entitled to. With the help of a tax advisor, residents of McLennan County can have peace of mind knowing that their financial affairs are in order and they are not overpaying on their taxes.

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