Estate Planning Attorneys in Annapolis, MD

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Top Annapolis, MD Estate Planning Law Firms

The Carter Law Firm, LLC

5 out of 5

Location 1835 Forest Dr Suite D-3, Annapolis, MD 21401, USA
Phone (443) 205-1432
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About Annapolis, MD

Annapolis, MD is a historic town located in the state of Maryland. It is home to the United States Naval Academy and many other historic landmarks. The top employers in Annapolis are the federal government, the state of Maryland, and Anne Arundel County. Major highways and streets in Annapolis include Route 50 and Rowe Boulevard. The most popular neighborhoods in Annapolis are Eastport and West Annapolis.

Where Estate Planners in Annapolis, MD Serve

Financial Services Related to Estate Planning in Annapolis, MD

Banks and Credit Unions

Banks in Annapolis, MD can provide a wide range of financial services to residents. Some of these services include checking and savings accounts, mortgages, car loans, and personal loans. Banks can also offer their customers a variety of credit cards, including rewards cards that give customers cash back or points for each purchase. In addition, banks can provide online banking and mobile banking services that allow customers to access their accounts from anywhere at any time.

Insurance Broker

Annapolis, MD is a city located in Anne Arundel County, Maryland. It has a population of 38,569 and is the capital of the state. Annapolis is known for its maritime history and as the home of the United States Naval Academy.The residents of Annapolis are fortunate to have many insurance brokers that offer a variety of services to meet their needs. Some brokers specialize in auto insurance, while others focus on home or health insurance. Brokers can also provide coverage for businesses, and many offer special packages for seniors or students. Residents can rest assured that there is an insurance broker out there who can help them find the best coverage at the best price.

Retirement Planning

Annapolis, MD is a great place to retire. The city has a rich history, beautiful waterfront views, and plenty of activities and amenities for retirees. But even in such a desirable location, it's important to plan ahead for retirement. One of the best ways to ensure a comfortable retirement is by contributing to a 401k or other retirement savings account. Annapolis residents can take advantage of many excellent plans offered by local businesses and organizations. Contributing to a 401k allows you to save money on taxes and gives your money the potential to grow over time. Another option for retirement planning is purchasing an annuity policy. This type of policy provides guaranteed income payments for life, which can be very helpful during retirement. There are many other options available as well, so it's important to consult with an experienced financial planner to find the right plan for you.

Wealth Management

Annapolis, MD residents can benefit from wealth management services in a variety of ways. Wealth management services can help individuals and families save money, make sound investments, and plan for the future. In addition, wealth management services can help business owners manage their finances and protect their businesses.

Financial Advisor

Annapolis, MD is a historic city full of rich culture and natural beauty. It's also home to a thriving financial sector, with many residents looking for help managing their money. Financial advisors in Annapolis can provide a wide range of services to meet the needs of their clients.Some advisors focus on long-term financial planning, helping residents save for retirement or other goals. Others specialize in investment advice, helping people make smart choices about where to put their money. And still others offer services like tax preparation or estate planning.No matter what your needs are, there is likely a financial advisor who can help you meet them. So if you're looking for assistance with your finances, be sure to check out the options in your area.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to Annapolis, MD residents. These services include helping customers find the best mortgage products for their needs, guiding them through the application process, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can also help customers refinance their mortgages or get new mortgages when they need to purchase a home.

Tax Services

Annapolis, MD residents can benefit from the services of tax accountants. These professionals can help residents prepare and file their taxes, as well as offer advice on how to reduce their tax liability. In addition, tax accountants can help Annapolis residents plan for the future, by setting up savings plans and retirement accounts.


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