Estate Planning Attorneys in Erie, PA

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List of Firms

Top Erie, PA Estate Planning Law Firms

MacDonald, Illig, Jones & Britton LLP
4 out of 5
Location 100 State St # 700, Erie, PA 16507, USA
Phone (814) 870-7600
Marsh Spaeder Baur Spaeder & Schaaf LLP
4 out of 5
Location 300 State St #300, Erie, PA 16507, USA
Phone (814) 456-5301
Michael J Nies Attorney at Law
4 out of 5
Location 2409 State St Suite A, Erie, PA 16503, USA
Phone (814) 459-1138
Knox McLaughlin Gornall & Sennett, P.C.
3 out of 5
Location 120 W 10th St, Erie, PA 16501, USA
Phone (814) 459-2800
Alan Natalie, Attorney At Law
5 out of 5
Location 504 State St 3rd floor, Erie, PA 16501, USA
Phone (814) 455-7467
David Bradford Law Offices
4 out of 5
Location 731 French St, Erie, PA 16501, USA
Phone (814) 453-7500
Gregory L. Heidt, Attorney At Law
4 out of 5
Location 502 Parade St, Erie, PA 16507, USA
Phone (814) 455-2200
Estate Planning Lawyers in Erie, PA

Where Estate Planners in Erie, PA Serve

Erie, PA is a bustling city located in the northwestern region of Pennsylvania, boasting a rich history and a variety of landmarks. From the iconic Presque Isle State Park, which features 13 miles of sandy beaches and numerous recreational activities, to the Erie Maritime Museum, which showcases the city's maritime heritage, there is no shortage of things to see and do in Erie. In terms of top employers, Erie is home to several major companies, including Erie Insurance, GE Transportation, and UPMC Hamot. These companies provide a significant number of jobs to the area and contribute to the city's overall economic growth. When it comes to transportation, Erie is conveniently located near several major highways, including I-79, I-90, and US-20. Additionally, the city's streets are well-maintained and easy to navigate, making it easy for residents and visitors alike to get around. Erie is also home to several diverse neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Erie, PA

Banks and Credit Unions

Residents of Erie, PA would be helped by a bank in a variety of ways. One of the most common ways is through access to financial products and services that can help them achieve their financial goals. This might include things like checking and savings accounts, loans for homes or vehicles, credit cards, and investment products. Additionally, banks can provide financial education and advice to help residents make informed decisions about their money. In a city like Erie, where there are many small businesses and a strong manufacturing industry, banks can also provide financing and support to help these businesses grow and thrive. Overall, a bank can be a valuable resource for residents of Erie, helping them to manage their finances, build wealth, and achieve their dreams.

Insurance Broker

Residents of Erie, PA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance on the various insurance options available in the area. Erie, PA is known for its harsh winters, which can lead to an increase in property damage and car accidents. An insurance broker can help residents find the right coverage to protect their homes and vehicles from these risks. Additionally, Erie, PA is home to many small businesses, and an insurance broker can assist in finding affordable and comprehensive coverage for these businesses. With the help of an insurance broker, residents of Erie, PA can have peace of mind knowing they are adequately protected from the unique risks of their region.

Retirement Planning

Residents of Erie, PA could benefit from the services of a retirement planner in several ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This is particularly important for residents of Erie, PA, as the city has a higher than average poverty rate and many residents may not have access to the resources and information needed to plan for retirement. A retirement planner can also help residents navigate the complex world of retirement savings and investment options, ensuring that they are making informed decisions that will help them achieve their long-term financial goals. Additionally, a retirement planner can provide ongoing support and advice as residents navigate the challenges and opportunities of retirement, helping them stay on track and make adjustments as needed.

Wealth Management

Residents of Erie, PA can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways a wealth manager can assist Erie residents is by creating a customized investment strategy that aligns with their financial goals. Erie is known for its manufacturing and healthcare industries, which means many residents may have unique investment needs that require specialized knowledge. A wealth manager can help residents navigate these complexities and make informed decisions about their financial future. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, ensuring that Erie residents are well-prepared for any financial challenges that may arise. Overall, a wealth manager can be an invaluable resource for Erie residents looking to maximize their financial potential and secure their financial future.

Financial Advisor

Residents of Erie, PA could benefit greatly from the guidance of a financial advisor. With a high poverty rate and a struggling economy, many individuals in Erie may be unsure of how to manage their finances effectively. A financial advisor can provide assistance with budgeting, debt management, and investment planning. Additionally, with Erie's proximity to Lake Erie and the potential for natural disasters like snowstorms and floods, a financial advisor can help residents prepare for unexpected expenses and emergencies. By working with a financial advisor, individuals in Erie can gain the knowledge and tools necessary to improve their financial situation and achieve their long-term goals.

Mortgage Loan Officer

Residents of Erie, PA can benefit greatly from the expertise and guidance of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, whether they are first-time homebuyers or looking to refinance their current home. In Erie, PA, where the housing market is highly competitive and home prices are on the rise, a mortgage loan officer can provide valuable insight into the local market and help residents find the best mortgage options to fit their unique needs and financial situation. Additionally, a mortgage loan officer can assist residents in understanding the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help them choose the best option for their long-term financial goals. Overall, a mortgage loan officer can provide invaluable support to residents of Erie, PA looking to achieve their dream of homeownership.

Tax Services

Residents of Erie, PA can benefit from the expertise of a tax advisor in many ways. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all the tax credits and deductions available to them. For example, Erie residents may be eligible for the Pennsylvania Property Tax/Rent Rebate Program, which provides rebates to eligible seniors, widows and widowers, and people with disabilities. A tax advisor can help residents determine if they qualify for this program and assist them with the application process. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations specific to Pennsylvania, such as the Keystone Opportunity Zone program, which provides tax incentives for businesses located in designated zones in the state. By working with a tax advisor, Erie residents can ensure they are maximizing their tax savings and minimizing their tax liabilities.

Erie, PA Financial Resources

Erie, PA Chamber of Commerce

Erie, PA City Hall

Erie, PA Public Library


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