Estate Planning Attorneys in Forsyth County, NC

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Top Forsyth County, NC Estate Planning Law Firms

Salem Law
5 out of 5
Location 1645 Westbrook Plaza Dr, Winston-Salem, NC 27103, USA
Phone (336) 406-6735
Directions
James A. Davis Attorney at Law
2 out of 5
Location 301 N Main St #2421, Winston-Salem, NC 27101, USA
Phone (336) 760-3421
Directions
Chiarello & Wagner, PLLC
4 out of 5
Location Winston Tower,, 301 N Main St #2503, Winston-Salem, NC 27101, USA
Phone (336) 793-9656
Directions
Mike Wells Attorney
4 out of 5
Location 380 Knollwood St #620, Winston-Salem, NC 27103, USA
Phone (336) 283-8700
Directions
Apple Payne Law, PLLC
5 out of 5
Location 900 Old Winston Rd Suite 212, Kernersville, NC 27284, USA
Phone (336) 850-5613
Directions
Meadows & Aderhold PA
5 out of 5
Location 2596 Reynolda Rd Suite C, Winston-Salem, NC 27106, USA
Phone (336) 723-3530
Directions
Estate Planning Lawyers in Forsyth County, NC

Where Estate Planners in Forsyth County, NC Serve

Forsyth County, located in the heart of North Carolina, is a vibrant and diverse region bursting with history and culture. From the iconic Old Salem historic district to the bustling downtown area, Forsyth County is home to a variety of landmarks that showcase the area's rich heritage. Among these landmarks are the Reynolda House Museum of American Art, the Winston-Salem Symphony, and the Winston Cup Museum. In addition to its cultural offerings, Forsyth County is also home to a thriving business community, with top employers including Wake Forest Baptist Medical Center, Hanesbrands Inc., and Reynolds American Inc. The county is also home to a number of major highways and streets, including Interstate 40, US Route 52, and NC Route 66, which provide easy access to the surrounding area. Forsyth County is also known for its diverse array of neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Forsyth County, NC

Banks and Credit Unions

Residents of Forsyth County, NC can benefit from a bank in numerous ways. One of the most common ways is by having access to financial services that can help them manage their money better. Banks can provide residents with checking and savings accounts, credit cards, loans, and investment options that can help them achieve their financial goals. Additionally, banks in Forsyth County can help residents with specific needs, such as financing a new home or starting a small business. With the support of a bank, residents can have more control over their finances and make smarter decisions about their money. Furthermore, banks in Forsyth County can also provide financial education and resources to help residents improve their financial literacy and make informed decisions about their finances.

Insurance Broker

Residents of Forsyth County, NC could greatly benefit from the services of an insurance broker. With a population of over 380,000, there are a variety of insurance options available, and navigating them can be overwhelming. An insurance broker can provide personalized guidance to help residents choose the best coverage for their unique needs. This is especially important in Forsyth County, where severe weather events such as tornadoes and hurricanes are not uncommon. An insurance broker can help residents understand their options for protecting their homes and property in the event of a natural disaster. Additionally, with a thriving business community in Forsyth County, an insurance broker can assist business owners in finding the right coverage to protect their companies and employees.

Retirement Planning

Residents of Forsyth County, NC can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in the county create a personalized plan for their retirement, taking into account their unique financial situation, goals, and needs. Forsyth County has a diverse population, with many retirees and soon-to-be retirees, so having a retirement planner can be especially helpful in navigating the various options for retirement savings and investments. Additionally, with the cost of living in Forsyth County being slightly higher than the national average, a retirement planner can assist in creating a plan that ensures individuals have enough money to cover their expenses and maintain their desired lifestyle throughout their retirement years.

Wealth Management

Residents of Forsyth County, NC can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Forsyth County, which has a diverse population with varying income levels and financial situations. A wealth manager can also provide guidance on investments, tax planning, and estate planning, helping residents to make informed decisions and maximize their wealth. With the help of a skilled wealth manager, residents of Forsyth County can achieve financial security and peace of mind for themselves and their families.

Financial Advisor

Residents of Forsyth County, NC can benefit greatly from the guidance of a financial advisor. With a population of over 380,000, the county is home to a diverse range of individuals with varying financial needs and goals. A financial advisor can assist residents with everything from developing a budget and managing debt to saving for retirement and investing in the local economy. Specifically, Forsyth County is home to several major employers, including Wake Forest Baptist Medical Center and HanesBrands, which can provide unique opportunities for investment and financial planning. A financial advisor can work with residents to navigate these opportunities and make informed decisions that align with their personal financial goals. Additionally, as the county continues to grow and attract new residents, a financial advisor can provide valuable support and guidance for individuals and families looking to establish themselves in the community.

Mortgage Loan Officer

Residents of Forsyth County, NC can benefit greatly from the expertise and services of a mortgage loan officer. These professionals can help individuals and families navigate the complex process of securing a mortgage to purchase a home. In Forsyth County, where the median home value is $174,700, many residents may need assistance in finding the right loan program to fit their budget and financial goals. A mortgage loan officer can provide guidance on available loan options, help with pre-approval, and offer advice on how to improve credit scores or reduce debt to increase eligibility for a mortgage. Additionally, in a county with a population of over 380,000 people, a mortgage loan officer can provide personalized attention and support to ensure a smooth and successful home buying experience.

Tax Services

Residents of Forsyth County, NC can greatly benefit from the services of a tax advisor. A tax advisor can assist residents in navigating the complex tax laws and regulations specific to North Carolina and Forsyth County. For example, Forsyth County has a local sales tax rate of 6.75%, which is higher than the state average. A tax advisor can help residents understand how this affects their purchases and tax liabilities. Additionally, a tax advisor can help residents take advantage of any available tax credits or deductions, such as the North Carolina Child Care Credit or the Forsyth County Property Tax Relief Program. Overall, a tax advisor can provide valuable guidance and support to help residents of Forsyth County, NC make informed financial decisions and maximize their tax savings.

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