Estate Planning Attorneys in Fort Washington, PA

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List of Firms

Top Fort Washington, PA Estate Planning Law Firms

Friedman Schuman
5 out of 5
Location 275 Commerce Dr Suite 210, Fort Washington, PA 19034, USA
Phone (215) 635-7200
Language https://www.fsalaw.com/
Directions
Timoney Knox, LLP
3 out of 5
Location 400 Maryland Dr, Fort Washington, PA 19034, USA
Phone (215) 646-6000
Language http://www.timoneyknox.com/
Directions
Law Office Of Bonnie G. Ostrofsky, P.C.
5 out of 5
Location 1417 Bethlehem Pike, Flourtown, PA 19031, USA
Phone (215) 233-5344
Language http://www.bgolaw.com/
Directions
Dilts Macary & Calvin
5 out of 5
Location 455 Pennsylvania Ave #220, Fort Washington, PA 19034, USA
Phone (215) 653-0202
Directions
Clarke and Associates
5 out of 5
Location 119 S Easton Rd Suite # 207, Glenside, PA 19038, USA
Phone (215) 572-0530
Language https://clarkeandassoc.com/
Directions
Estate Planning Lawyers in Fort Washington, PA

Where Estate Planners in Fort Washington, PA Serve

Fort Washington, PA is a vibrant and bustling community located in Montgomery County. The area is home to several notable landmarks, including the historic Fort Washington State Park, which offers breathtaking views of the surrounding countryside. Other popular attractions include the Highlands Mansion and Gardens, which features beautifully manicured gardens and a stunning 18th-century mansion. In terms of top employers, Fort Washington is home to a number of major corporations, including Johnson & Johnson, Nutrisystem, and TruMark Financial Credit Union. These companies provide a significant number of jobs to the local community, helping to drive the economy and support local businesses. When it comes to transportation, Fort Washington is conveniently located near several major highways, including the Pennsylvania Turnpike and Interstate 276. This makes it easy to travel to nearby cities like Philadelphia and Allentown, as well as other popular destinations throughout the region. Finally, Fort Washington is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Fort Washington, PA

Banks and Credit Unions

Residents of Fort Washington, PA would benefit greatly from a bank in a number of ways. For starters, having a local bank would provide easy access to financial services such as checking and savings accounts, loans, and credit cards. Additionally, a bank would offer convenient ATM locations for cash withdrawals and deposits. For a community like Fort Washington, which is home to many small businesses, a bank could provide valuable resources for entrepreneurs looking to start or grow their businesses. With its close proximity to Philadelphia and the surrounding suburbs, Fort Washington is also an attractive location for commuters, and a bank could offer services like online banking and mobile apps to make managing finances on-the-go even easier. Overall, a bank in Fort Washington would be a valuable resource for residents and businesses alike.

Insurance Broker

Residents of Fort Washington, PA can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized guidance on selecting the right insurance policies to protect their assets and loved ones. For instance, Fort Washington is home to several large corporations and small businesses, which means that business owners may require specialized insurance coverage to protect their assets and employees. An insurance broker can help business owners navigate through the complexities of commercial insurance policies and find the right coverage that suits their unique needs. Additionally, an insurance broker can also help residents of Fort Washington find affordable health insurance plans that provide adequate coverage for their medical needs. Overall, an insurance broker can provide invaluable assistance to residents of Fort Washington, PA by helping them make informed decisions about their insurance coverage.

Retirement Planning

Residents of Fort Washington, PA could greatly benefit from the guidance of a retirement planner. With its high cost of living and proximity to Philadelphia, many residents may struggle to save for retirement while also managing their day-to-day expenses. A retirement planner could help residents create a personalized plan for saving and investing, taking into account their unique financial situation and goals. Additionally, a retirement planner could provide valuable advice on navigating the complex world of Social Security and Medicare, ensuring that residents receive the benefits they are entitled to. With the help of a retirement planner, residents of Fort Washington can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Fort Washington, PA can greatly benefit from the services of a wealth manager. A wealth manager can help individuals in Fort Washington, PA with a variety of financial needs, such as investment planning, retirement planning, tax planning, and estate planning. One specific way that a wealth manager can assist residents of Fort Washington, PA is by providing guidance on how to navigate the local real estate market. Fort Washington, PA is a desirable area to live in, with a mix of suburban and urban living. A wealth manager can help residents make informed decisions about buying or selling property, as well as provide advice on how to maximize their investments in the local real estate market. With the help of a wealth manager, residents of Fort Washington, PA can feel confident in their financial decisions and secure their financial future.

Financial Advisor

Residents of Fort Washington, PA could benefit greatly from the guidance of a financial advisor. With the area's high cost of living, many people struggle to save for retirement or unexpected expenses. A financial advisor could help them create a budget, prioritize their spending, and find ways to save money. Additionally, many residents work in industries that offer complex compensation packages, such as stock options or deferred compensation. A financial advisor could explain these benefits and help residents make informed decisions about how to manage them. Overall, a financial advisor could provide valuable support to Fort Washington residents as they navigate the challenges of planning for their financial futures.

Mortgage Loan Officer

Residents of Fort Washington, PA can benefit greatly from the services of a mortgage loan officer. These professionals specialize in helping people secure loans for buying or refinancing homes. They can assist residents in navigating the complex process of obtaining a mortgage, ensuring that they get the best possible rates and terms. In Fort Washington, PA, where the median home value is over $500,000, a mortgage loan officer can make all the difference in finding an affordable loan that meets the needs of the borrower. They can also help residents understand the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and guide them in making the best decision for their financial situation. With the help of a mortgage loan officer, residents of Fort Washington, PA can achieve their dream of owning a home and building equity for their future.

Tax Services

Residents of Fort Washington, PA can benefit greatly from the assistance of a tax advisor. With the ever-changing tax laws and regulations, it can be challenging to keep up with the latest updates and understand how they apply to your specific situation. A tax advisor can help residents of Fort Washington, PA navigate these complexities and ensure that they are taking advantage of all available deductions and credits. Additionally, with Fort Washington's proximity to Philadelphia and its status as a commuter town, residents may have unique tax considerations related to working in a different state or city. A tax advisor can provide guidance on how to minimize tax liabilities and maximize returns in these situations. Overall, a tax advisor can provide peace of mind and help residents of Fort Washington, PA make informed decisions about their finances.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Fort Washington, PA can provide a range of services to help clients prepare for the future. These services may include drafting wills, trusts, and other estate planning documents, as well as providing guidance on tax planning, asset protection, and probate issues. One specific aspect of estate planning in Fort Washington, PA that requires careful consideration is the state's inheritance tax laws. Pennsylvania is one of only a few states that imposes an inheritance tax on certain types of property transfers, and the rates can vary depending on the relationship between the deceased and the beneficiary. An experienced estate planning lawyer can help clients navigate these complex laws and develop a comprehensive plan that minimizes tax liability and ensures their assets are distributed according to their wishes.

Fort Washington, PA is the ideal location to find an estate planning lawyer due to its abundance of experienced legal professionals who specialize in this field. With its proximity to Philadelphia, Fort Washington offers easy access to a wide range of legal resources, including top-notch law firms and esteemed attorneys who have a wealth of knowledge and experience in estate planning. The town itself is also home to several reputable law firms that have a proven track record of success in helping clients navigate the complexities of estate planning. Furthermore, Fort Washington's strong sense of community and commitment to excellence make it an ideal place to find an estate planning lawyer who is dedicated to providing personalized and comprehensive legal services to clients. Whether you are looking to create a will, establish a trust, or plan for your future, Fort Washington, PA has everything you need to ensure that your estate is in good hands.