Estate Planning Attorneys in Edmonds, WA

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Top Edmonds, WA Estate Planning Law Firms

Peggy L. Sanders, Attorney at Law PLLC, Sanders Elder Law
3 out of 5
Location 22322 76th Ave W, Edmonds, WA 98026, USA
Phone (425) 640-8686
Estate Planning Lawyers in Edmonds, WA

Where Estate Planners in Edmonds, WA Serve

Nestled in the heart of the Pacific Northwest, Edmonds, WA is a vibrant city with a rich history and a thriving economy. With its stunning waterfront views, charming downtown district, and world-class cultural attractions, Edmonds is a destination for visitors from around the globe. The city is home to several notable landmarks, including the iconic Edmonds Ferry Terminal, the Edmonds Center for the Arts, and the Edmonds Historical Museum. These landmarks serve as a testament to the city's past and its commitment to preserving its unique heritage. Edmonds is also a hub for business and industry, with top employers such as Premera Blue Cross, Swedish Edmonds Hospital, and the Edmonds School District. These companies provide jobs and economic growth for the city, while also contributing to the community through philanthropic efforts and community outreach. Major highways and streets in Edmonds include Interstate 5, State Route 99, and the Edmonds-Kingston Ferry.

Financial Services Related to Estate Planning in Edmonds, WA

Banks and Credit Unions

Residents of Edmonds, WA would be helped by a bank in numerous ways. One of the most common ways would be through the provision of financial services such as checking and savings accounts, loans, credit cards, and investment options. A bank can also assist individuals and businesses in managing their finances more effectively, providing advice on budgeting, saving, and investing. For the residents of Edmonds, WA, a bank can play a vital role in supporting the local economy by providing loans to small businesses and entrepreneurs, helping to create jobs and stimulate growth. Additionally, a bank can offer services specific to the unique needs of the Edmonds community, such as financing for the town's vibrant arts and culture scene or supporting local environmental initiatives. Overall, a bank can provide a range of financial solutions that help residents of Edmonds, WA to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Edmonds, WA can benefit greatly from the services of an insurance broker. For example, with the city's proximity to the Puget Sound, many residents may require additional coverage for flood or water damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have the appropriate coverage for their specific needs. Additionally, with the city's high cost of living, an insurance broker can assist residents in finding affordable health insurance options and provide guidance on how to maximize their coverage. Overall, an insurance broker can provide valuable support and peace of mind to residents of Edmonds, WA by helping them secure the best insurance coverage for their unique circumstances.

Retirement Planning

Residents of Edmonds, WA can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Edmonds navigate the complex world of retirement planning, ensuring that they have a solid financial plan in place for their golden years. One specific way that a retirement planner can assist residents of Edmonds is by helping them understand the unique challenges facing retirees in this area. With its high cost of living and rapidly changing real estate market, Edmonds presents its own set of financial hurdles that a retirement planner can help clients overcome. By working with a retirement planner, residents of Edmonds can feel confident that they are making the most of their retirement savings and maximizing their financial security.

Wealth Management

Residents of Edmonds, WA can benefit greatly from the services of a wealth manager. With its proximity to Seattle, many Edmonds residents work in high-paying industries and have significant assets to manage. A wealth manager can help them navigate complex financial decisions and plan for their future. Additionally, many Edmonds residents are retirees or nearing retirement age, and a wealth manager can help them maximize their retirement savings and create a sustainable income stream. One specific challenge faced by Edmonds residents is the high cost of living in the area. A wealth manager can help them develop a budget and investment strategy that takes into account the local cost of living and ensures their financial security.

Financial Advisor

Residents of Edmonds, WA can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. Edmonds has a large population of retirees, and a financial advisor can help them navigate the complexities of retirement planning, such as managing their retirement accounts and creating a withdrawal strategy. Additionally, a financial advisor can help residents of Edmonds who are looking to save for their children's education, as the city is home to several excellent schools and universities. By working with a financial advisor, residents of Edmonds can ensure that they are making the most of their money and achieving their financial goals.

Mortgage Loan Officer

Residents of Edmonds, WA can benefit from the expertise of a mortgage loan officer in several ways. First and foremost, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage. This includes helping them understand the different types of mortgages available and which one would be the best fit for their unique financial situation. Additionally, a mortgage loan officer can help residents in Edmonds, WA find the most competitive interest rates and loan terms available, which can save them thousands of dollars over the life of their loan. With Edmonds being a popular tourist destination, a mortgage loan officer can also help residents understand the impact of tourism on the local real estate market and how this may affect their mortgage options.

Tax Services

Residents of Edmonds, WA can benefit greatly from the assistance of a tax advisor. With its close proximity to Seattle and its thriving business community, Edmonds is home to many small business owners and entrepreneurs who can benefit from the expertise of a tax advisor. In addition, Edmonds is known for its strong arts community, which includes many artists, writers, and performers who may have unique tax situations. Whether you're a small business owner or a creative professional, a tax advisor can help you navigate the complex world of taxes and ensure that you're taking advantage of all the deductions and credits available to you. With their knowledge and experience, a tax advisor can help you save money and avoid costly mistakes, giving you peace of mind and allowing you to focus on what you do best.


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