Estate Planning Attorneys in Medford, OR

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List of Firms

Top Medford, OR Estate Planning Law Firms

Hornecker Cowling LLP
4 out of 5
Location 14 N Central Ave UNIT 104, Medford, OR 97501, USA
Phone (541) 779-8900
Directions
Matthew Sutton, Attorney at Law
5 out of 5
Location 205 Crater Lake Ave, Medford, OR 97504, USA
Phone (541) 772-8050
Directions
Jeffrey Foxx Atty At Law
3 out of 5
Location 301 Crater Lake Ave, Medford, OR 97504, USA
Phone (541) 773-2008
Directions
Frohnmayer, Deatherage, Jamieson, Moore, Armosino, and McGovern, PC
5 out of 5
Location 2592 E Barnett Rd, Medford, OR 97504, USA
Phone (541) 779-2333
Directions
Levy & Harris, A Mother & Son Firm
4 out of 5
Location 33 N Central Ave #403, Medford, OR 97501, USA
Phone (541) 234-8523
Directions
OlsenDaines
5 out of 5
Location 924 Town Centre Dr, Medford, OR 97504, USA
Phone (541) 237-1599
Directions
Oakes Law Offices P.C.
5 out of 5
Location 1730 E McAndrews Rd Suite B, Medford, OR 97504, USA
Phone (541) 204-2037
Directions
Whitmire Jake R
5 out of 5
Location 711 Bennett Ave, Medford, OR 97504, USA
Phone (541) 772-3055
Directions
James J Stout PC
3 out of 5
Location 419 S Oakdale Ave, Medford, OR 97501, USA
Phone (541) 618-8888
Directions
Foster Denman LLP
4 out of 5
Location 3521 E Barnett Rd, Medford, OR 97504, USA
Phone (541) 770-5466
Directions
Estate Planning Lawyers in Medford, OR

Where Estate Planners in Medford, OR Serve

Medford, OR is a vibrant city located in the heart of Southern Oregon. It is home to a variety of landmarks, including the Craterian Theater, the Rogue Valley Mall, and the Rogue River. The city is also known for its top employers, which include Asante Rogue Regional Medical Center, Harry & David, and Lithia Motors. Major highways such as I-5 and Highway 62 run through the city, providing easy access to nearby attractions. Medford is divided into several neighborhoods, including Hillcrest, West Medford, and Lone Pine. Each neighborhood has its own unique character and charm, making Medford a great place to live and explore.

Financial Services Related to Estate Planning in Medford, OR

Banks and Credit Unions

Residents of Medford, OR can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With the cost of living in Medford being higher than the national average, having a bank that offers competitive interest rates on these services can make a big difference in managing personal finances. Additionally, many banks in Medford offer online and mobile banking options, which can be particularly helpful for those who live in more rural areas and have limited access to physical bank locations. Overall, a bank can provide residents of Medford with the financial tools and resources necessary to navigate the local economy and achieve their financial goals.

Insurance Broker

Residents of Medford, OR can benefit greatly from the services of an insurance broker. With the town's proximity to the wildfire-prone forests of Southern Oregon, an insurance broker can help residents find the best coverage for their homes and property. Additionally, Medford has a large population of retirees, many of whom may need assistance with Medicare or long-term care insurance. An insurance broker can provide personalized guidance to help seniors navigate the complex world of healthcare coverage. Overall, an insurance broker can provide peace of mind to Medford residents by helping them find the right insurance policies to protect their families and assets.

Retirement Planning

Residents of Medford, OR could benefit from the services of a retirement planner in a number of ways. One of the most common is by receiving guidance on how to create a solid financial plan for their retirement years. This could include advice on how to save and invest money, as well as how to manage debt and other financial obligations. Additionally, a retirement planner could help Medford residents navigate the unique challenges of retirement in this area, such as high healthcare costs or limited job opportunities for seniors. By working with a retirement planner, residents of Medford can feel more confident and secure in their financial future, allowing them to enjoy their retirement years to the fullest.

Wealth Management

Residents of Medford, OR can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on retirement planning. Medford has a growing population of retirees who need to manage their savings and investments to ensure a comfortable retirement. A wealth manager can assist with creating a retirement plan, managing investments, and monitoring progress towards retirement goals. Additionally, with the recent wildfires in the area, a wealth manager can help residents navigate insurance claims and assess any potential financial impact on their portfolios. Overall, a wealth manager can provide valuable financial advice and peace of mind for residents of Medford, OR.

Financial Advisor

Residents of Medford, OR can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can assist Medford residents is by helping them plan for retirement. With a median age of 39.7 years old, many Medford residents are likely thinking about their future and how they will support themselves once they stop working. A financial advisor can help them create a retirement plan that takes into account their current financial situation, future goals, and any potential obstacles they may face. Additionally, with the local economy heavily reliant on the healthcare industry, a financial advisor can help Medford residents navigate the complexities of healthcare costs and insurance. Overall, a financial advisor can provide valuable support and guidance to Medford residents as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Medford, OR can greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing a home. Medford is a city with a growing population, which means that competition for available homes can be fierce. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, ensuring that they are able to secure financing for the home they want. Additionally, Medford is located in a region that is prone to natural disasters such as wildfires and earthquakes. A mortgage loan officer can help residents understand the insurance requirements for their home and ensure that they have adequate coverage in case of an emergency. Overall, the guidance and expertise of a mortgage loan officer can be invaluable for residents of Medford looking to purchase a home.

Tax Services

Residents of Medford, OR can benefit from the assistance of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations specific to the state of Oregon. For example, Medford residents may need help understanding the state's unique tax laws regarding income tax, property tax, and sales tax. A tax advisor can also help residents maximize their deductions and credits, which can result in significant tax savings. Additionally, a tax advisor can assist Medford residents with tax planning strategies, such as retirement planning and estate planning, to ensure they are prepared for the future. Overall, working with a tax advisor can provide Medford residents with the knowledge and guidance they need to make informed decisions about their finances and taxes.

Medford, OR Financial Resources

Medford, OR Chamber of Commerce

https://www.medfordchamber.com/

Medford, OR City Hall

https://www.medfordoregon.gov/Home

Medford, OR Public Library

https://jcls.org/branch/medford/

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