Estate Planning Attorneys in Addison, TX

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List of Firms

Top Addison, TX Estate Planning Law Firms

Glast, Phillips & Murray, P.C.
5 out of 5
Location 14801 Quorum Dr #500, Dallas, TX 75254, USA
Phone (972) 419-8300
The Law Office of Maria Ahmed
5 out of 5
Location 15851 Dallas Pkwy #600, Addison, TX 75001, USA
Phone (972) 322-3844
Kreig LLC
5 out of 5
Location 3010 Lyndon B Johnson Fwy Suite 1200, Dallas, TX 75234, USA
Phone (469) 895-4333
Estate Planning Lawyers in Addison, TX

Where Estate Planners in Addison, TX Serve

Addison, TX is a bustling city located in the heart of Dallas County, Texas. It is home to a plethora of landmarks that attract tourists and locals alike. One such landmark is the Cavanaugh Flight Museum, which features a collection of vintage aircraft that is sure to take your breath away. Another notable landmark is the Addison Circle Park, which is a beautiful green space that hosts a variety of events throughout the year. The city is also home to several top employers, including Mary Kay, Bank of America, and the Addison Independent School District. These companies provide a significant number of jobs to the local community and contribute to the city's thriving economy. Major highways and streets in Addison include the Dallas North Tollway, the President George Bush Turnpike, and Belt Line Road. These routes provide easy access to nearby cities and make commuting a breeze. Addison is divided into several neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Addison, TX

Banks and Credit Unions

Residents of Addison, TX can benefit from a bank in various ways. Firstly, a bank can help them with their daily financial transactions such as depositing money, withdrawing cash, and transferring funds. Secondly, a bank can provide loans and credit facilities to residents who need financial assistance for personal or business purposes. Moreover, banks offer investment and savings options to help residents grow their money and secure their financial future. Specifically, with Addison being a bustling city with numerous small businesses, a bank can assist these businesses with loans, lines of credit, and other financial services to help them grow and succeed. Overall, a bank is an essential resource for residents of Addison, TX to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Addison, TX can benefit from an insurance broker in several ways. One of the most common ways is by helping them find the right insurance coverage that suits their needs. With the help of an insurance broker, residents can get access to a wide range of insurance options and compare them to find the best fit. Additionally, an insurance broker can assist residents in understanding the complex insurance policies and coverage options available to them, making it easier for them to make informed decisions. In Addison, TX, where there is a growing population of young professionals and families, an insurance broker can help individuals and families find affordable health insurance plans that cover their medical needs and provide financial security in case of unexpected medical emergencies.

Retirement Planning

Residents of Addison, TX can 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 unique needs and goals of each individual. This is especially important in Addison, TX, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complex financial landscape of retirement, including strategies for managing expenses, maximizing Social Security benefits, and investing wisely. Additionally, a retirement planner can provide valuable guidance on healthcare and long-term care planning, which is particularly important for seniors in Addison, TX who may face higher healthcare costs and limited access to affordable care. By working with a retirement planner, residents of Addison, TX can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Addison, TX would greatly benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could help is with the management of retirement accounts. With many residents working in the thriving business district of Addison, it's important to have a solid plan in place for retirement. A wealth manager can provide guidance on investment strategies and help individuals make informed decisions about their retirement savings. Additionally, with Addison being a relatively affluent community, a wealth manager can assist with estate planning and tax management, ensuring that residents are able to maximize their wealth and leave a lasting legacy for their loved ones. Overall, a wealth manager can provide valuable support and guidance to residents of Addison, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Addison, TX can benefit from the expertise of a financial advisor in a number of ways. One of the most common ways is through retirement planning. With many residents working in the corporate sector, a financial advisor can help them navigate the complexities of 401(k) plans and other retirement savings options. Additionally, with Addison's thriving business community, a financial advisor can assist small business owners with financial planning and investment strategies to help their businesses grow. Overall, a financial advisor can provide valuable guidance and support to residents of Addison, TX in achieving their financial goals and securing their financial futures.

Mortgage Loan Officer

Residents of Addison, TX can benefit from the expertise of a mortgage loan officer in a number of ways. For example, a loan officer can help residents navigate the complex process of applying for a mortgage, including determining their eligibility, selecting the right loan product, and securing the best possible interest rate. Additionally, a loan officer can provide guidance on the local housing market in Addison, TX, helping residents to make informed decisions about buying or refinancing a home. With the help of a mortgage loan officer, residents of Addison, TX can feel confident that they are making the best possible financial decisions for themselves and their families.

Tax Services

Residents of Addison, TX can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Addison, TX, as the city has a relatively high cost of living compared to other areas in Texas. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that they may have overlooked on their own. Additionally, a tax advisor can provide advice on how to minimize tax liabilities and avoid costly mistakes that could result in penalties or audits. Overall, working with a tax advisor can help residents of Addison, TX save money and ensure that they are in compliance with all tax laws and regulations.


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