Estate Planning Attorneys in Bartlesville, OK

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List of Firms

Top Bartlesville, OK Estate Planning Law Firms

Fries & Fries
4 out of 5
Location 117 W 5th St # 400A, Bartlesville, OK 74003, USA
Phone (918) 338-0048
Language http://www.frieslaw-ok.com/
Directions
Winter Robert J
Location 501 S Johnstone Ave # 540E, Bartlesville, OK 74003, USA
Phone (918) 338-0111
Language http://www.praywalker.com/
Directions
Heskett Jack
Location 501 S Johnstone Ave # 501, Bartlesville, OK 74003, USA
Phone (918) 336-1773
Directions
Persaud Law Office
4 out of 5
Location 501 SE Frank Phillips Blvd Suite 205, Bartlesville, OK 74003, USA
Phone (918) 336-1124
Language https://www.persaudlawoffice.com/
Directions
Conastser Steve
3 out of 5
Location 415 Dewey Ave Suite 205, Bartlesville, OK 74003, USA
Phone (918) 336-0121
Directions
John C Holden Attorney at Law
5 out of 5
Location 416 E 5th St, Bartlesville, OK 74003, USA
Phone (918) 336-1722
Language http://www.johnholdenattorneyatlaw.com/
Directions
Ihrig Law Firm
Location 416 E 5th St, Bartlesville, OK 74003, USA
Phone (918) 338-4300
Language http://www.ihriglaw.com/
Directions
Lawyers Building
Location 715 Dewey Ave, Bartlesville, OK 74003, USA
Phone (918) 336-6300
Directions
Estate Planning Lawyers in Bartlesville, OK

Where Estate Planners in Bartlesville, OK Serve

Bartlesville, OK is a city located in northeastern Oklahoma, known for its rich history and vibrant community. With a population of over 35,000 people, Bartlesville boasts a number of landmarks and attractions that make it a unique and exciting place to live. One of the most notable landmarks in Bartlesville is the Price Tower, a 19-story building designed by famed architect Frank Lloyd Wright. This iconic structure is now home to a museum, art gallery, and hotel, and is a must-see for anyone visiting the city. In terms of top employers, Bartlesville is home to several major companies, including ConocoPhillips, Phillips 66, and Chevron. These energy companies provide many high-paying jobs in the area, making Bartlesville a hub for the oil and gas industry. When it comes to transportation, Bartlesville is well-connected to the rest of the state and beyond.

Financial Services Related to Estate Planning in Bartlesville, OK

Banks and Credit Unions

Residents of Bartlesville, OK can benefit from a bank in many ways. For instance, a bank can provide financial education to the community, helping residents learn how to save money and invest wisely. Additionally, banks can offer loans to small businesses in Bartlesville, which can help boost the local economy. Another way that banks can help is by providing convenient access to ATMs and other banking services, making it easier for residents to manage their finances. With Bartlesville being a small town, having a local bank that understands the unique needs of the community can be especially valuable. Overall, a bank can provide a range of services that can help residents of Bartlesville achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Bartlesville, OK can greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, having the right insurance coverage can make all the difference. An insurance broker can help residents find the best policies for their specific needs, whether it's home insurance to protect against tornadoes or flood insurance for the frequent heavy rains. Additionally, with the local oil and gas industry playing a significant role in the economy, an insurance broker can also help business owners navigate the complex world of commercial insurance to ensure they are properly covered. Overall, an insurance broker can provide peace of mind and protection for the unique risks faced by residents of Bartlesville, OK.

Retirement Planning

Residents of Bartlesville, OK could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a customized retirement plan that takes into account the unique needs and financial situation of each individual. This is especially important in Bartlesville, where many residents work for the city's largest employer, Phillips 66, and may have retirement benefits that need to be properly managed. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they are maximizing their benefits and minimizing their costs. With the help of a retirement planner, residents of Bartlesville can feel confident that they are on track to achieve their retirement goals and live a comfortable and secure life in their golden years.

Wealth Management

Residents of Bartlesville, OK could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. With a significant portion of the population in Bartlesville being over the age of 65, ensuring that retirement savings are well-managed and invested properly is crucial. Additionally, a wealth manager could assist residents in navigating the unique tax laws and regulations specific to Oklahoma, such as the state's sales tax on groceries. By working with a wealth manager, residents of Bartlesville can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Bartlesville, OK can benefit greatly from the guidance of a financial advisor. With the city's economy heavily dependent on the oil and gas industry, a financial advisor can help individuals and families navigate the ups and downs of this volatile market. They can provide advice on how to diversify investment portfolios and plan for retirement in a way that takes the local economy into account. Additionally, with a cost of living slightly higher than the national average, a financial advisor can assist with budgeting and debt management to help residents achieve their financial goals. Overall, a financial advisor can provide valuable insight and expertise for residents of Bartlesville, OK looking to secure their financial future.

Mortgage Loan Officer

Residents of Bartlesville, OK can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals navigate the complex process of obtaining a mortgage to purchase a home. Specifically, in Bartlesville, OK, a mortgage loan officer can assist residents in finding the best mortgage options for their unique financial situations. With the average home price in Bartlesville being lower than the national average, a mortgage loan officer can help residents take advantage of this affordable housing market and secure financing for their dream home. Additionally, they can provide guidance on the various loan programs available, such as FHA or VA loans, and help residents understand the different terms and conditions associated with each option. Overall, a mortgage loan officer can be an invaluable resource for residents of Bartlesville, OK looking to achieve their homeownership goals.

Tax Services

Residents of Bartlesville, OK can benefit greatly from the guidance of a tax advisor. With the city's diverse economy and varying tax rates, it can be difficult for individuals to navigate the tax system on their own. A tax advisor can help residents identify tax deductions and credits that they may be eligible for, as well as provide advice on how to minimize tax liabilities. Additionally, with the recent changes to the tax laws, a tax advisor can help residents understand how these changes impact their tax situation. For example, Bartlesville is home to a number of oil and gas companies, and a tax advisor can provide specialized knowledge on how to take advantage of tax breaks specific to the industry. Overall, a tax advisor can provide valuable assistance to residents of Bartlesville, helping them to make informed decisions and maximize their tax savings.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Bartlesville, OK can provide a wide range of services to help individuals plan and protect their assets. These services may include drafting wills, trusts, and other legal documents to ensure that a client's wishes are carried out after their passing. Additionally, an estate planning lawyer can help clients minimize tax liabilities and navigate complex probate processes. In Bartlesville, OK specifically, an estate planning lawyer may also be well-versed in the unique challenges faced by individuals with significant oil and gas assets. They may provide specialized advice on how to transfer ownership of these assets and protect them from potential legal disputes. With their bursty and complex approach, an estate planning lawyer in Bartlesville, OK can help clients achieve peace of mind knowing that their assets are protected and their wishes will be carried out.

Bartlesville, Oklahoma, is the ultimate destination for anyone seeking an estate planning lawyer. The city's vibrant legal community boasts some of the most experienced and knowledgeable attorneys in the field, who are well-equipped to handle even the most complex estate planning needs. With a population of just under 37,000 people, Bartlesville offers a small-town feel with big-city resources. The community is known for its strong work ethic and commitment to excellence, which is reflected in the quality of legal services available here. Whether you need help drafting a will, setting up a trust, or navigating the probate process, you can count on the skilled attorneys in Bartlesville to provide personalized and effective legal counsel. With its picturesque downtown, friendly residents, and top-notch legal services, Bartlesville truly is the best place to get an estate planning lawyer.