Estate Planning Attorneys in Shelby County, AL

We did the hard work of finding trustworthy partners in Shelby County, AL. 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 Shelby County, AL Estate Planning Law Firms

Scozzaro Law LLC
5 out of 5
Location 511 Creekside Ct, Helena, AL 35080, USA
Phone (205) 624-3367
Directions
Fulmer | May | Stuckey
5 out of 5
Location 300 Cahaba Park Cir #100, Birmingham, AL 35242, USA
Phone (205) 991-6367
Directions
Phillip Bahakel & Associates
5 out of 5
Location 2166 Pelham Pkwy # 4, Pelham, AL 35124, USA
Phone (205) 987-8787
Directions
Law Office of Rodney Davis, PLLC
5 out of 5
Location 4625 Valleydale Rd, Birmingham, AL 35242, USA
Phone (205) 578-1597
Directions
Caulder & Gray
5 out of 5
Location 1950 Stonegate Dr #240, Vestavia Hills, AL 35242, USA
Phone (205) 588-5255
Directions
Hill Gossett Kemp & Hufford, PC
4 out of 5
Location 2603 Moody Pkwy #200, Moody, AL 35004, USA
Phone (205) 640-2000
Directions
David Snoddy Attorney At Law
5 out of 5
Location 2105 Devereux Cir SUITE 101, Birmingham, AL 35243, USA
Phone (205) 968-6608
Directions
McLeod & Associates
5 out of 5
Location 1980 Braddock Dr, Hoover, AL 35226, USA
Phone (205) 386-5317
Directions
A. B. Dunning, LLC
5 out of 5
Location 400 Office Park Dr #112, Mountain Brook, AL 35223, USA
Phone (205) 623-2930
Directions
Estate Planning Lawyers in Shelby County, AL

Where Estate Planners in Shelby County, AL Serve

Shelby County, AL is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic courthouse in Columbiana to the towering Oak Mountain State Park, the county is filled with fascinating sights and sounds that are sure to captivate visitors and residents alike. Some of the top employers in the area include the Shelby County Board of Education, the University of Montevallo, and the Shelby Baptist Medical Center, which provide a wide range of job opportunities for locals. Major highways and streets such as I-65, US-31, and AL-119 make transportation easy and convenient, allowing residents to easily access nearby cities and towns. Shelby County is also home to a variety of neighborhoods, each with its own unique character and charm. From the quaint streets of Helena to the bustling downtown area of Alabaster, there is something for everyone in this thriving community.

Financial Services Related to Estate Planning in Shelby County, AL

Banks and Credit Unions

Residents of Shelby County, AL could be helped by a bank in a variety of ways. For example, a bank could provide financing for small businesses in the area, which would help to stimulate the local economy. Additionally, banks could offer mortgage loans to residents who are looking to purchase a home in Shelby County, which would allow them to establish roots in the community. Another way that banks could assist residents is by providing financial education and resources, such as budgeting tools and investment advice. Given that Shelby County is home to a number of rural communities, these resources could be particularly valuable for residents who may not have easy access to financial services. Overall, a bank could play an important role in supporting the financial wellbeing of Shelby County residents.

Insurance Broker

Residents of Shelby County, AL can benefit greatly from the services of an insurance broker. With the county's rapidly growing population and diverse range of industries, an insurance broker can help individuals and businesses navigate the complex world of insurance options and find the coverage that best suits their needs. For example, with the county's high rate of severe weather events, an insurance broker can help homeowners and business owners secure comprehensive coverage for property damage and loss. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important given the county's high rates of chronic disease. Overall, an insurance broker can provide invaluable support and guidance to residents of Shelby County, AL in protecting themselves and their assets.

Retirement Planning

Residents of Shelby County, AL could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. This is particularly important in Shelby County, where the population is rapidly aging and many residents may not have adequately prepared for retirement. A retirement planner can help residents navigate the complex world of retirement planning, including issues such as Social Security, Medicare, and long-term care. With the help of a retirement planner, residents of Shelby County can feel confident that they are on track to achieve their retirement goals and enjoy their golden years to the fullest.

Wealth Management

Residents of Shelby County, AL can benefit greatly from the expertise of a wealth manager. One of the most common ways that a wealth manager can help is by providing guidance on retirement planning. With an aging population and a median age of 39.9 years old, many residents of Shelby County are approaching retirement age and need to ensure they have enough savings to support their lifestyle. A wealth manager can help create a personalized plan to meet retirement goals, taking into account factors such as Social Security benefits, pensions, and investment portfolios. Additionally, with a median household income of $76,683, many residents of Shelby County have the potential to accumulate significant wealth over time. A wealth manager can help them navigate the complex financial landscape and make informed decisions about investments, taxes, and estate planning to preserve and grow their wealth for future generations.

Financial Advisor

Residents of Shelby County, AL can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and circumstances of the individual. This is particularly important in Shelby County, where the cost of living is higher than the national average. A financial advisor can help residents navigate the high cost of living by creating a budget and investment strategy that maximizes their resources. Additionally, a financial advisor can assist with retirement planning, college savings plans, and estate planning, all of which are important considerations for residents of Shelby County. By working with a financial advisor, residents can ensure that they are making informed decisions about their finances and are on track to meet their long-term financial goals.

Mortgage Loan Officer

Residents of Shelby County, AL can benefit greatly from the expertise and services of a mortgage loan officer. With a growing population and a strong economy, Shelby County is an attractive place to live and work. A mortgage loan officer can help residents navigate the often complex process of obtaining a mortgage, ensuring that they get the best possible terms and rates. They can also provide advice on the local real estate market, including which neighborhoods are most desirable and which properties are likely to appreciate in value. For residents looking to buy a home or refinance an existing mortgage, a mortgage loan officer can be an invaluable resource, helping them achieve their financial goals and build a brighter future for themselves and their families.

Tax Services

Residents of Shelby County, AL can benefit from the services of a tax advisor in many ways. One of the most common ways is through tax planning and preparation. A tax advisor can help individuals and businesses in Shelby County navigate the complex tax laws and regulations, ensuring that they are in compliance and taking advantage of any available deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and investment strategies, helping residents of Shelby County make informed decisions about their financial future. With a growing population and thriving economy, Shelby County presents unique tax challenges and opportunities, and a knowledgeable tax advisor can be an invaluable resource for anyone looking to maximize their financial success.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs