Estate Planning Attorneys in Upper Arlington, OH

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List of Firms

Top Upper Arlington, OH Estate Planning Law Firms

Law Office of Philip A. King, LLC
5 out of 5
Location 2529 Oakstone Dr, Columbus, OH 43231, USA
Phone (614) 610-4545
Language https://pkesq.com/
Directions
Law Office of Jonathan J. Schlegel, Esq.
4 out of 5
Location 3070 Riverside Dr #165, Upper Arlington, OH 43221, USA
Phone (614) 245-5296
Language http://schlegel-lawfirm.com/
Directions
Rathburn & Associates
5 out of 5
Location 3163 S High St, Columbus, OH 43207, USA
Phone (614) 715-4193
Language https://www.rathburnassociates.com/
Directions
Lanier Lorelei M
5 out of 5
Location 2029 Riverside Dr #103, Columbus, OH 43221, USA
Phone (614) 486-0052
Directions
Thomas Taneff Co., LPA
5 out of 5
Location 250 S Civic Center Dr, Columbus, OH 43215, USA
Phone (614) 241-2181
Language https://tanefflaw.com/
Directions
Lorri M. Posani
5 out of 5
Location 921 Chatham Ln #301-A, Columbus, OH 43221, USA
Phone (614) 442-4541
Language https://www.posanilawoffice.com/
Directions
Philip S. Musser, Attorney at Law
1 out of 5
Location 3404 Riverside Dr, Upper Arlington, OH 43221, USA
Phone (614) 451-5300
Directions
Wolfe George
5 out of 5
Location 3212 N High St, Columbus, OH 43202, USA
Phone (614) 263-5297
Language http://www.ohiolaw.net/attorneys/george-m-wolfe/
Directions
Estate Planning Lawyers in Upper Arlington, OH

Where Estate Planners in Upper Arlington, OH Serve

Upper Arlington is a vibrant city located in the heart of Ohio, home to numerous landmarks, top employers, major highways and streets, and neighborhoods that make it a desirable place to live, work, and play. From the iconic Ohio Stadium, home of the Buckeyes, to the charming Northam Park, Upper Arlington has something for everyone. The city's top employers include Ohio State University, Nationwide Children's Hospital, and the OhioHealth Corporation, providing ample job opportunities for residents. Major highways and streets such as I-270, Rt. 315, and Lane Avenue connect Upper Arlington to other parts of the state, making it easily accessible for commuters and travelers alike. Upper Arlington is also known for its diverse neighborhoods, including the affluent neighborhood of Canterbury, the family-friendly neighborhood of Barrington, and the trendy neighborhood of Grandview. Each neighborhood has its own unique character and charm, making Upper Arlington a place where anyone can find their perfect home.

Financial Services Related to Estate Planning in Upper Arlington, OH

Banks and Credit Unions

Residents of Upper Arlington, OH would be helped by a bank in a variety of ways. One of the most common ways is through access to financial products and services, such as checking and savings accounts, loans, and credit cards. Banks can also provide financial education and resources to help residents make informed decisions about their money. In Upper Arlington, where the median household income is higher than the national average, a bank can help residents manage their wealth and plan for the future. Additionally, banks can offer convenient access to ATMs and online banking services, which can save residents time and hassle. Overall, a bank can be a valuable resource for residents of Upper Arlington looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Upper Arlington, OH would greatly benefit from the assistance of an insurance broker in a number of ways. Specifically, due to the high median income and property values in this affluent suburb, residents may require more specialized insurance coverage to protect their assets. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their individual needs. Additionally, with a large number of families and retirees in the area, an insurance broker can provide guidance on life insurance and long-term care insurance options. Overall, an insurance broker can provide peace of mind to Upper Arlington residents by ensuring they have the proper coverage to protect their assets and loved ones.

Retirement Planning

Residents of Upper Arlington, OH could greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important in Upper Arlington, where the cost of living is higher than the national average and many residents have high net worths. A retirement planner could help residents navigate complex tax laws and investment options to ensure they are maximizing their retirement savings. Additionally, a retirement planner could provide guidance on healthcare and long-term care planning, which is particularly important as Upper Arlington has a large population of older adults. Overall, a retirement planner could help residents of Upper Arlington feel more confident and prepared for their retirement years.

Wealth Management

Residents of Upper Arlington, OH can benefit from the expertise of a wealth manager in various ways. One of the most common ways is through investment advice and portfolio management. A wealth manager can help residents make informed decisions about their investments, taking into account their financial goals and risk tolerance. Additionally, many residents of Upper Arlington are affluent and may have complex financial situations, such as owning multiple properties or running a small business. A wealth manager can provide guidance on tax planning and estate planning to ensure that their clients' assets are protected and distributed according to their wishes. With the help of a wealth manager, residents of Upper Arlington can feel confident about their financial future and focus on enjoying all that their community has to offer.

Financial Advisor

Residents of Upper Arlington, OH could benefit greatly from the services of a financial advisor. With a median household income of $120,000, many families in the area have complex financial situations that require professional guidance. A financial advisor can help residents create a comprehensive financial plan that takes into account their unique circumstances, such as the high cost of living in the area and the need to save for college tuition or retirement. Additionally, a financial advisor can help residents navigate the complexities of estate planning and ensure that their assets are protected for future generations. With the help of a financial advisor, residents of Upper Arlington can feel confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Upper Arlington, OH can benefit from the services of a mortgage loan officer in a variety of ways. One of the most common ways is by helping them secure a loan to purchase a home in the area. Upper Arlington is a highly sought-after location due to its excellent schools, safe neighborhoods, and proximity to downtown Columbus. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, including assessing their financial situation, determining the best loan options, and guiding them through the application and approval process. Additionally, a mortgage loan officer can provide valuable advice and support throughout the home buying process, helping residents make informed decisions and avoid potential pitfalls. With the help of a skilled mortgage loan officer, residents of Upper Arlington can achieve their dream of owning a home in one of the most desirable communities in Ohio.

Tax Services

Residents of Upper Arlington, OH can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is through tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and regulations specific to Upper Arlington, OH, and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist residents with tax-related issues such as audits, tax liens, and wage garnishments. With their knowledge and experience, a tax advisor can provide valuable guidance and support to help residents achieve their financial goals while minimizing their tax burden.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Upper Arlington, OH can provide a wide range of services to help clients plan for their future and protect their assets. From drafting wills and trusts to creating powers of attorney and healthcare directives, an experienced attorney can guide clients through the complex legal process of estate planning. Specifically in Upper Arlington, OH, an estate planning lawyer can help clients navigate the unique estate tax laws that apply to residents of this affluent community. With a median household income of over $100,000, Upper Arlington residents may be subject to higher estate taxes than those in other areas. An estate planning lawyer can help clients minimize their tax liability and ensure that their assets are distributed according to their wishes. Additionally, an attorney can provide guidance on charitable giving and other estate planning strategies that can benefit both the client and their community.

Upper Arlington, OH is the ideal place to seek out an estate planning lawyer due to its extensive network of legal professionals who specialize in this field. With a population of just over 34,000, this affluent suburb of Columbus boasts a plethora of experienced attorneys who are well-versed in the complexities of estate planning law. In addition, Upper Arlington is home to a diverse range of residents, from young families to retirees, making it an ideal location for those seeking to plan for the future. Whether you are looking to draft a will, establish a trust, or navigate the probate process, Upper Arlington's legal community has the expertise and resources to help you achieve your goals. So why settle for anything less than the best? Choose Upper Arlington, OH for all your estate planning needs.