Estate Planning Attorneys in Coppell, TX

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List of Firms

Top Coppell, TX Estate Planning Law Firms

Apple & Fink Law, LLP
5 out of 5
Location 735 Plaza Blvd #200, Coppell, TX 75019, USA
Phone (972) 315-1900
Duran Firm
5 out of 5
Location 13355 Noel Rd Ste 1100 LB 20A, Dallas, TX 75240, USA
Phone (469) 708-6050
Hammerle Finley Law Firm
4 out of 5
Location 2871 Lake Vista Dr Suite #100, Lewisville, TX 75067, USA
Phone (972) 436-9300
Martin, Disiere, Jefferson & Wisdom, LLP
Location 9111 Cypress Waters Blvd #250, Coppell, TX 75019, USA
Phone (214) 420-5500
Chenault Law Firm
4 out of 5
Location 4315 Windsor Centre Trail # 500, Flower Mound, TX 75028, USA
Phone (972) 591-0099
Holman Law LLP
5 out of 5
Location 12222 Merit Dr Suite 1200, Dallas, TX 75251, USA
Phone (972) 474-7828
5 out of 5
Location 4325 Windsor Centre Trail #400, Flower Mound, TX 75028, USA
Phone (214) 513-1013
Estate Planning Lawyers in Coppell, TX

Where Estate Planners in Coppell, TX Serve

Coppell, TX is a vibrant city in the heart of the Dallas-Fort Worth metroplex, boasting a plethora of landmarks and attractions that make it a top destination for residents and visitors alike. From the iconic Coppell Nature Park to the stunning Grapevine Lake, there is no shortage of natural beauty to explore in this dynamic city. But Coppell is not just about its natural wonders - it is also home to some of the top employers in the region, including Verizon, UPS, and Amazon. These companies have helped to fuel the city's rapid growth and development, creating a thriving economy that supports a diverse range of industries. When it comes to transportation, Coppell is well-connected to the rest of the metroplex via major highways and streets such as I-635, I-35E, and Belt Line Road. This makes it easy for residents to commute to work or explore the surrounding area.

Financial Services Related to Estate Planning in Coppell, TX

Banks and Credit Unions

Residents of Coppell, TX would be helped by a bank in several ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards to help residents manage their finances. Additionally, banks can offer investment advice and products to help residents grow their wealth. Specifically, many residents of Coppell are employed by the nearby Dallas/Fort Worth International Airport, and a bank can offer services such as direct deposit and foreign currency exchange to make their financial transactions more convenient. Furthermore, a bank can provide community support by sponsoring local events and charities, which can benefit the residents of Coppell. Overall, a bank can play an important role in supporting the financial needs of residents in Coppell, TX.

Insurance Broker

Residents of Coppell, TX can greatly benefit from the services of an insurance broker. With the city's growing population and diverse demographics, an insurance broker can help residents navigate the complex world of insurance policies and find coverage that meets their unique needs. For example, with Coppell's proximity to DFW International Airport and major highways, residents may require specialized auto insurance policies that cover long commutes or frequent travel. Additionally, with the city's high median household income, an insurance broker can help residents protect their assets with comprehensive homeowners or renters insurance. Overall, an insurance broker can provide personalized guidance and support to ensure that Coppell residents have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Coppell, TX can benefit greatly from the services of a retirement planner in a number of ways. For one, a retirement planner can help residents of this affluent Dallas suburb navigate the complex world of retirement planning and investment management, ensuring that they are well-prepared for their golden years. Additionally, a retirement planner can help Coppell residents take advantage of the unique tax and investment opportunities available in Texas, such as the state's lack of income tax and its booming energy sector. With the help of a skilled retirement planner, residents of Coppell can rest assured that they are making the most of their retirement savings and are well-positioned to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Coppell, TX could benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Coppell has a high median household income and a strong economy, which means many residents have the ability to save for retirement. A wealth manager can help residents create a personalized retirement plan that takes into account their specific goals and financial situation. In addition, a wealth manager can provide guidance on investment strategies, tax planning, and estate planning. With the help of a wealth manager, residents of Coppell can feel confident that their financial future is secure.

Financial Advisor

Residents of Coppell, TX can benefit greatly from the guidance of a financial advisor. With the city's high cost of living and competitive job market, it can be challenging to manage finances effectively. A financial advisor can help residents create a budget, plan for retirement, and invest wisely. They can also provide valuable advice on navigating the local real estate market, which can be particularly competitive in Coppell. Additionally, with the city's proximity to Dallas and its bustling economy, a financial advisor can help residents take advantage of opportunities for growth and financial success. Overall, a financial advisor can provide invaluable support and guidance to help residents of Coppell, TX achieve their financial goals and build a secure future.

Mortgage Loan Officer

Residents of Coppell, TX can benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is to help them navigate the complex process of obtaining a mortgage. Coppell is a fast-growing city that has seen a surge in real estate development in recent years, making it an attractive location for homebuyers. A mortgage loan officer can help residents understand the various types of mortgages available to them, and assist them in selecting the best option for their financial situation. They can also help residents with the pre-approval process, which can be essential in a competitive housing market like Coppell's. Additionally, a mortgage loan officer can help residents with refinancing their existing mortgages, which can result in significant savings over time.

Tax Services

Residents of Coppell, TX can benefit greatly from the services 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 tax returns. This is especially important for Coppell residents, as the city has a higher than average median household income, which means they may be subject to higher tax rates. Additionally, Coppell is home to many small business owners who can benefit from a tax advisor's expertise in navigating complex tax laws and regulations. A tax advisor can also assist with estate planning and provide advice on how to minimize tax liability for inheritances. Overall, a tax advisor can provide valuable insights and strategies to help Coppell residents make informed decisions and optimize their financial well-being.


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