Estate Planning Attorneys in Allen, TX

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Top Allen, TX Estate Planning Law Firms

Northcutt, Dean & Rose Law
5 out of 5
Location 80 E McDermott Dr, Allen, TX 75002, USA
Phone (972) 390-1608
The Malolo Law Firm, PLLC
5 out of 5
Location 6401 Eldorado Pkwy STE 102, McKinney, TX 75070, USA
Phone (214) 620-2088
Saunders, Walsh & Beard - Attorneys
4 out of 5
Location 6850 TPC Dr #210, McKinney, TX 75070, USA
Phone (214) 919-3555
Holly E. Fuller
4 out of 5
Location 333 E Bethany Dr K-100, Allen, TX 75002, USA
Phone (214) 597-0252
Lawyers Title Allen - J.Kent Newsom, Approved Fee Attorney Office
4 out of 5
Location 301 S Watters Rd Suite 101, Allen, TX 75013, USA
Phone (972) 727-9898
Ruais Law, PLLC
4 out of 5
Location 8951 Collin McKinney Pkwy #201, McKinney, TX 75070, USA
Phone (214) 572-2109
Estate Planning Lawyers in Allen, TX

Where Estate Planners in Allen, TX Serve

Allen, TX is a town in Collin County, Texas. It is located about 25 miles north of Dallas. The town was founded in 1872 and has a population of about 84,000. Major employers in the area include Dell, Toyota, and JP Morgan Chase. The major highways and streets in the area are Highway 75, Highway 121, and Sam Rayburn Tollway. Some of the neighborhoods in Allen include Windsor Hills, Stonebriar, and Twin Creeks.

Financial Services Related to Estate Planning in Allen, TX

Banks and Credit Unions

Banks in Allen, TX provide a variety of financial services to residents, including personal and business banking, mortgages, and loans. In addition to the traditional banking services offered by banks, many also offer online banking and mobile banking for added convenience. Residents can also visit one of the local branches to speak with a banker in person about their needs.

Insurance Broker

Residents of Allen, TX can rely on insurance brokers to provide a variety of services that will help them protect their finances and families. Insurance brokers can help residents find the best rates for car, health, and home insurance. They can also help residents file claims and navigate the complex world of insurance.

Retirement Planning

Most people know that they need to plan for retirement, but many don't know how or where to start. Fortunately, there are plenty of resources available in Allen, TX to help residents get started.The city has a number of financial planners and investment firms who can help you create a retirement plan that fits your needs and budget. And if you're not sure what you need, they can help you figure it out.They can also give you advice on how to save for retirement, what investments to make, and when to start withdrawing money so you have enough income to last throughout your retirement years.

Wealth Management

If you're a resident of Allen, TX, then it's important to be aware of the benefits that come with wealth management services. Here are just a few of the ways in which you can benefit:1. A wealth manager can help you stay disciplined with your spending and save more money. This is especially important if you're trying to build or maintain your wealth over time. 2. A wealth manager can also help you invest your money wisely and achieve your financial goals quicker than if you were to try to do it on your own. 3. By working with a wealth manager, you'll have someone who is knowledgeable and experienced in the field to rely on for advice and support when making important financial decisions. 4. Lastly, a good wealth manager will keep an eye on your investments and make sure they are performing as expected - no matter how volatile the market may be at any given time.

Financial Advisor

Allen, TX residents who are looking for help with their financial planning can find a variety of services available from financial advisors. These advisors can provide assistance with budgeting, retirement planning, and investing. They can also help individuals and families create a plan that meets their specific needs and goals.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to Allen, TX residents. These services include helping people find the best mortgage rates, helping them understand their mortgage options, and guiding them through the mortgage application process. Additionally, mortgage loan officers can help homeowners refinance their mortgages, and they offer home equity loans and lines of credit.

Tax Services

Residents of Allen, TX can rely on tax accountants to provide a range of services that help them stay compliant with the state and federal tax codes. These services can include preparing and filing tax returns, consulting on tax planning and preparation, and representing taxpayers in audits. In addition to these services, many accountants offer additional specialized services such as estate or business taxation.


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