Estate Planning Attorneys in Winston-Salem, NC

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List of Firms

Top Winston-Salem, NC Estate Planning Law Firms

Salem Law
5 out of 5
Location 1645 Westbrook Plaza Dr, Winston-Salem, NC 27103, USA
Phone (336) 406-6735
Language http://www.salemestateplanning.com/
Directions
Liipfert Law Group, PLLC
5 out of 5
Location 380 Knollwood St #210, Winston-Salem, NC 27103, USA
Phone (336) 283-4848
Language http://www.liipfertlaw.com/
Directions
Joseph C. Lambert, Attorney at Law, PLLC
5 out of 5
Location 2150 Country Club Rd #219, Winston-Salem, NC 27104, USA
Phone (336) 892-2207
Directions
Apple Payne Law, PLLC
5 out of 5
Location 900 Old Winston Rd Suite 212, Kernersville, NC 27284, USA
Phone (336) 850-5613
Language https://www.applepaynelaw.com/?utm_source=google&utm_medium=organic&utm_campaign=gmbwebsite
Directions
Estate Planning Lawyers in Winston-Salem, NC

Where Estate Planners in Winston-Salem, NC Serve

Winston-Salem, NC is a vibrant city with a rich history and a plethora of landmarks that showcase its unique character. From the iconic Reynolda House Museum of American Art to the historic Old Salem Museums & Gardens, there is no shortage of cultural experiences to be had. The city is also home to top employers such as Wake Forest Baptist Medical Center and Hanesbrands Inc., which provide a diverse range of job opportunities for residents. Major highways and streets like I-40 and US-421 make getting around the city a breeze, while neighborhoods like Ardmore and Buena Vista offer a variety of housing options for those looking to settle down in this bustling metropolis. With its blend of old-world charm and modern amenities, Winston-Salem is a must-visit destination for anyone looking to experience all that North Carolina has to offer.

Financial Services Related to Estate Planning in Winston-Salem, NC

Banks and Credit Unions

Residents of Winston-Salem, NC can benefit from a bank in many ways. For instance, a bank can provide financial assistance for those who need to take out loans to buy homes or start businesses. Additionally, banks can offer savings accounts and investment options to help residents grow their wealth. Winston-Salem is also home to many college students, and banks can offer student loans and financial education to help them manage their finances. Furthermore, banks can provide services like mobile banking and online bill pay, which can make banking more convenient for busy residents. Overall, a bank can be a valuable resource for residents of Winston-Salem, NC, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Winston-Salem, NC can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for their specific needs. For example, with the city's high risk of flooding due to its proximity to the Yadkin River, an insurance broker can help residents find the best flood insurance coverage to protect their homes. Additionally, an insurance broker can help residents navigate the complex world of health insurance, finding the most affordable and comprehensive plans for their families. Overall, an insurance broker can provide peace of mind and financial security to the residents of Winston-Salem, NC.

Retirement Planning

Residents of Winston-Salem, NC can greatly benefit from the services of a retirement planner. A retirement planner can assist in creating a personalized retirement plan that takes into account the unique financial needs of the individual. In Winston-Salem, where the cost of living is lower than the national average, a retirement planner can help residents maximize their retirement savings and create a plan that allows them to maintain their standard of living. Additionally, a retirement planner can provide guidance on healthcare costs, which can be a significant expense for retirees. With the help of a retirement planner, residents of Winston-Salem can feel confident in their retirement plan and enjoy their golden years with peace of mind.

Wealth Management

Residents of Winston-Salem, NC could greatly benefit from the services of a wealth manager. One specific way is through retirement planning. Winston-Salem has a large population of retirees, and a wealth manager can help them navigate the complex world of retirement savings and investments. A wealth manager can assist in creating a comprehensive plan that takes into account factors such as Social Security benefits, pension plans, and 401(k) contributions. They can also provide guidance on investment options that align with the retiree's goals and risk tolerance. With the help of a wealth manager, residents of Winston-Salem can feel more confident in their retirement planning and have peace of mind knowing their financial future is secure.

Financial Advisor

Residents of Winston-Salem, NC can benefit from a financial advisor in many ways. A financial advisor can help them create a budget and stick to it, save for retirement, and invest in their future. With the cost of living in Winston-Salem on the rise, a financial advisor can also help residents navigate the complex housing market and find affordable options. Additionally, with the city's strong ties to the healthcare industry, a financial advisor can help residents plan for unexpected medical expenses and ensure they have adequate insurance coverage. Overall, a financial advisor can provide valuable guidance and support to help Winston-Salem residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Winston-Salem, NC can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals find the right mortgage to fit their unique financial situation. Winston-Salem is a city with a diverse population and a range of housing options. A mortgage loan officer can help residents navigate the local real estate market and secure financing for a new home or refinancing for an existing property. With their knowledge of the local market, a mortgage loan officer can help residents find the best rates and terms for their mortgage, saving them money in the long run. Additionally, they can provide guidance on the various mortgage options available, such as fixed-rate or adjustable-rate mortgages, and help residents understand the pros and cons of each. Overall, a mortgage loan officer can be an invaluable resource for residents of Winston-Salem looking to purchase or refinance a home.

Tax Services

Residents of Winston-Salem, NC could benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor could help is by providing guidance on how to navigate North Carolina's tax laws, which can be complex and confusing. For example, residents of Winston-Salem who own a business may need help understanding the state's sales tax laws and how to properly file their taxes. Additionally, a tax advisor could assist residents in maximizing their deductions and credits, potentially saving them money on their tax bill. With the help of a knowledgeable tax advisor, residents of Winston-Salem can ensure they are in compliance with state and federal tax laws while minimizing their tax liability.

Winston-Salem, NC Financial Resources

Winston-Salem, NC Chamber of Commerce

https://www.winstonsalem.com/

Winston-Salem, NC City Hall

https://www.cityofws.org/

Winston-Salem, NC Public Library

https://www.forsyth.cc/library/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Winston-Salem, NC can provide a wide range of services to help individuals plan for the future. They can assist with drafting wills, trusts, and other legal documents, as well as provide guidance on tax planning and asset protection. Specifically in Winston-Salem, NC, an estate planning lawyer can help clients navigate the complex laws surrounding the state's inheritance tax, which can vary depending on the size of the estate and the relationship between the deceased and their beneficiaries. Additionally, they can provide guidance on charitable giving and the establishment of charitable trusts, which can be an important part of estate planning for many individuals. With their expertise and attention to detail, an estate planning lawyer in Winston-Salem, NC can help clients ensure that their wishes are carried out and their assets are protected for future generations.

Winston-Salem, NC is the ultimate destination for anyone seeking an estate planning lawyer. The city boasts a vibrant legal community that is well-versed in the intricacies of estate planning. One of the most remarkable things about Winston-Salem is its rich history, which has shaped its legal landscape. The city is home to some of the most experienced and knowledgeable lawyers who have honed their skills over the years, providing clients with top-notch legal services. The legal system in Winston-Salem is highly sophisticated, and lawyers here are well-equipped to handle even the most complex estate planning cases. Whether you need help with drafting a will, creating a trust, or navigating the probate process, you can count on the lawyers in Winston-Salem to provide you with the best legal representation possible. With their expertise and experience, you can rest assured that your estate planning needs will be met with the utmost professionalism and care.