Estate Planning Attorneys in Montgomery County, PA

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List of Firms

Top Montgomery County, PA Estate Planning Law Firms

Douglas L. Kaune, Esquire
5 out of 5
Location 120 Gay St, Phoenixville, PA 19460, USA
Phone (610) 933-8069
Language http://www.utbf.com/
Directions
Rubin, Glickman, Steinberg & Gifford
5 out of 5
Location 2605 N Broad St, Colmar, PA 18915, USA
Phone (215) 918-4683
Language http://www.rgsglaw.com/?utm_campaign=gmb
Directions
Law Offices of Maribeth Blessing, LLC
5 out of 5
Location 310 Huntingdon Pike, Rockledge, PA 19046, USA
Phone (215) 392-0849
Language https://www.mbfamilylaw.com/
Directions
Bellwoar Kelly, LLP
5 out of 5
Location 934 E High St Suite 2, Pottstown, PA 19464, USA
Phone (484) 402-4500
Language https://www.chestercountycriminallawyer.com/pottstown/
Directions
Harleysville Attorney - Fiore & Barber, LLC
5 out of 5
Location 418 Main St Suite 100, Harleysville, PA 19438, USA
Phone (215) 256-0205
Language https://www.fiorebarber.com/
Directions
High Swartz
5 out of 5
Location 40 E Airy St, Norristown, PA 19401, USA
Phone (610) 275-0700
Language https://highswartz.com/montgomery-county-law-firm/
Directions
Friedman Schuman
5 out of 5
Location 275 Commerce Dr Suite 210, Fort Washington, PA 19034, USA
Phone (215) 635-7200
Language https://www.fsalaw.com/
Directions
Klenk Law
5 out of 5
Location 2202 Delancey Pl, Philadelphia, PA 19103, USA
Phone (215) 790-1095
Language http://klenklaw.com/
Directions
O'Donnell, Weiss & Mattei, P.C.
5 out of 5
Location 347 Bridge St Suite 200, Phoenixville, PA 19460, USA
Phone (610) 917-9347
Language https://www.owmlaw.com/?npcmp=dir:local:2408724:19464
Directions
The Law Office of Jeremy Z. Mittman
5 out of 5
Location 593 Bethlehem Pike, Montgomeryville, PA 18936, USA
Phone (215) 822-9004
Language http://mittmanlaw.com/
Directions
William J. Benz, Attorney at Law
5 out of 5
Location 307 Lakeside Dr, Southampton, PA 18966, USA
Phone (215) 322-5599
Language https://www.benzlaw.com/?npcmp=dir:local:4875460:18966
Directions
Schiller Law Associates
5 out of 5
Location 530 Swede St, Norristown, PA 19401, USA
Phone (610) 277-5900
Language http://www.schillerlawassociates.com/
Directions
Rick Stock Law
5 out of 5
Location 933 N Charlotte St Suite 3-B, Pottstown, PA 19464, USA
Phone (484) 272-5133
Language https://www.rickstocklaw.com/?npcmp=dir:local:5131488:19464
Directions
Estate Planning Lawyers in Montgomery County, PA

Where Estate Planners in Montgomery County, PA Serve

Montgomery County, PA is a bustling region with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Valley Forge National Historical Park to the modern King of Prussia Mall, the county offers a diverse range of attractions. Major employers in the area include pharmaceutical giants GlaxoSmithKline and Merck, as well as healthcare providers Main Line Health and Jefferson Health. The county is easily accessible via major highways such as the Pennsylvania Turnpike and Interstate 476, as well as bustling streets like Route 202 and Route 422. Neighborhoods in the area range from quaint towns like Skippack and Ambler to bustling suburbs like Norristown and King of Prussia. With its rich history, thriving economy, and convenient location, Montgomery County is a vibrant destination for residents and visitors alike.

Financial Services Related to Estate Planning in Montgomery County, PA

Banks and Credit Unions

Residents of Montgomery County, PA can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their money and make transactions without worrying about carrying cash. Additionally, banks offer financial education and advice, which can help residents make informed decisions about their finances. For example, Montgomery County has a high cost of living, and a bank can help residents create a budget and save for future expenses. Overall, a bank can provide essential financial support to residents of Montgomery County, PA, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Montgomery County, PA can benefit greatly from the services of an insurance broker. With the county's population of over 830,000 people, it can be overwhelming to navigate the complex world of insurance on their own. An insurance broker can provide personalized assistance to help residents find the best coverage options that fit their unique needs and budget. Additionally, Montgomery County is home to many small businesses, and an insurance broker can help these businesses find the right insurance policies to protect their assets and employees. With an insurance broker's expertise, residents of Montgomery County can have peace of mind knowing they have the right coverage in place.

Retirement Planning

Residents of Montgomery County, PA can benefit greatly from the services of a retirement planner. With a rapidly aging population, many individuals are facing the daunting task of planning for their retirement years. A retirement planner can help residents of Montgomery County navigate the complex world of retirement planning, including investment strategies, social security benefits, and long-term care options. Additionally, a retirement planner can provide valuable guidance on estate planning, including wills and trusts, to ensure that residents' assets are protected and distributed according to their wishes. With its proximity to Philadelphia and its vibrant community of retirees, Montgomery County presents unique challenges and opportunities for retirement planning, making the expertise of a retirement planner all the more valuable.

Wealth Management

Residents of Montgomery County, PA can benefit greatly from the services of a skilled wealth manager. With a median household income of over $85,000, many residents in this area have complex financial needs that require expert attention. A wealth manager can help these individuals and families navigate the intricacies of investment planning, tax optimization, and estate planning. They can also provide guidance on retirement planning, education funding, and charitable giving. Given the high cost of living in Montgomery County, PA, a wealth manager can help ensure that residents are making the most of their financial resources and are prepared for any unexpected expenses or life events. Overall, a wealth manager can provide invaluable support and peace of mind to residents of this thriving community.

Financial Advisor

Residents of Montgomery County, PA can benefit from the expertise of a financial advisor in many ways. One specific area where residents can benefit is in managing their retirement savings. Montgomery County is home to a large population of retirees, and a financial advisor can help them navigate the complex world of retirement planning. They can help residents choose the right investment vehicles, maximize Social Security benefits, and plan for healthcare costs in retirement. Additionally, a financial advisor can help residents manage their debt, create a budget, and plan for major life events such as buying a home or sending a child to college. With the help of a financial advisor, residents of Montgomery County can achieve their financial goals and enjoy a comfortable retirement.

Mortgage Loan Officer

Residents of Montgomery County, PA can benefit from the services of a mortgage loan officer in various ways. For instance, a mortgage loan officer can help residents of Montgomery County, PA to secure a mortgage loan to purchase a home. Additionally, a mortgage loan officer can help residents of Montgomery County, PA to refinance their existing mortgage loans to take advantage of lower interest rates. Furthermore, a mortgage loan officer can assist residents of Montgomery County, PA to access home equity loans, which can be used to finance home improvements or other expenses. With the high cost of living in Montgomery County, PA, the services of a mortgage loan officer can be invaluable in helping residents to achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Montgomery County, PA can benefit from the expertise of a tax advisor in a multitude of ways. One of the most common ways a tax advisor can help is by providing guidance on tax planning and preparation. With Montgomery County having a diverse economy, including a strong presence of healthcare and technology industries, tax laws can be complex and constantly changing. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with tax resolution, such as negotiating with the IRS on behalf of a resident who owes back taxes. Overall, a tax advisor can provide valuable assistance and peace of mind to residents of Montgomery County, PA when it comes to their tax obligations.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Montgomery County, PA can provide a wide range of services to ensure that their clients' assets are properly managed and distributed after their passing. These services can include drafting wills, trusts, and other legal documents that outline their clients' wishes for their property and assets. Additionally, they can assist with the creation of durable power of attorney documents, which allow trusted individuals to make important financial and medical decisions on behalf of their clients in the event they become incapacitated. Montgomery County, PA is known for its affluent communities, which often have complex estate planning needs. As such, estate planning lawyers in this area must be well-versed in the intricacies of tax law and other legal regulations that can impact their clients' estates. With their expertise and attention to detail, they can help ensure that their clients' legacies are protected and their wishes are carried out according to their desires.

Montgomery County, PA is the perfect location to acquire an estate planning lawyer due to its vibrant legal community, which is home to some of the most experienced and knowledgeable attorneys in the country. With a population of over 800,000, this county is known for its diverse and affluent residents who require sophisticated legal services. Additionally, Montgomery County has a rich history of legal precedent that has helped shape the state and federal laws, making it an ideal place to seek legal advice. In fact, the county is home to several prestigious law firms that specialize in estate planning, trust administration, and probate matters. The lawyers in Montgomery County are well-versed in the latest legal developments and are committed to providing their clients with the highest level of service and expertise. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, Montgomery County has the right estate planning lawyer for you.