Estate Planning Attorneys in Fulton, MD

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List of Firms

Top Fulton, MD Estate Planning Law Firms

Verena Meiser
5 out of 5
Location 8115 Maple Lawn Blvd STE 175, Fulton, MD 20759, USA
Phone (410) 489-1996
Chesapeake Wills & Trusts
5 out of 5
Location 7310 Governor Ritchie Hwy #900, Glen Burnie, MD 21061, USA
Phone (410) 590-1900
The Law Office of Morrison & McGrew, P.A.
5 out of 5
Location 141 W Patrick St #300, Frederick, MD 21701, USA
Phone (301) 694-6262
Estate Planning Lawyers in Fulton, MD

Where Estate Planners in Fulton, MD Serve

Fulton, MD is a quaint and charming town located in Howard County, Maryland. It is home to several noteworthy landmarks, including the Fulton Steamboat Inn and the Fulton Branch Library. The town boasts a thriving business community, with top employers such as Leidos, Booz Allen Hamilton, and the Johns Hopkins Applied Physics Laboratory. Major highways and streets in the area include Route 216, Route 29, and Route 32, providing easy access to nearby cities like Baltimore and Washington, D.C. Fulton is divided into several distinct neighborhoods, each with its own unique character and charm. From the historic homes of Maple Lawn to the modern amenities of Fulton Station, there is something for everyone in this vibrant and diverse community.

Financial Services Related to Estate Planning in Fulton, MD

Banks and Credit Unions

Residents of Fulton, MD can benefit from a bank in various ways. One of the most common ways is by providing financial services such as checking and savings accounts, loans, and credit cards. A bank can also offer investment advice and help residents plan for their future. Additionally, a bank can assist with online banking and mobile banking, which are convenient and time-saving for busy residents. In Fulton, MD, where there are many small businesses, a bank can provide business loans and other financial services to help these businesses grow and thrive. Overall, a bank can be a valuable resource for residents of Fulton, MD, providing them with the financial tools and guidance they need to achieve their goals.

Insurance Broker

Residents of Fulton, MD can benefit greatly from the services of an insurance broker. An insurance broker can help residents of Fulton, MD navigate the complex world of insurance policies and find the right coverage to meet their specific needs. For example, residents of Fulton, MD who own homes in flood-prone areas may need specialized flood insurance coverage that is not included in a standard homeowner's insurance policy. An insurance broker can help them find the right coverage to protect their homes and belongings from flood damage. Additionally, an insurance broker can help residents of Fulton, MD find affordable health insurance coverage that meets their needs, as well as provide guidance on life insurance, disability insurance, and other types of insurance that can provide financial protection and peace of mind.

Retirement Planning

Residents of Fulton, MD would greatly benefit from the services of a retirement planner. With a population of just over 2,000 people, Fulton is a tight-knit community where everyone knows each other. A retirement planner can help residents navigate the complex world of retirement planning and ensure that their financial future is secure. They can help individuals create a personalized retirement plan that takes into account their unique goals and circumstances. For example, a retirement planner can help Fulton residents determine the best age to start taking Social Security benefits, how much to save for retirement, and how to invest their money wisely. By working with a retirement planner, residents of Fulton can gain peace of mind knowing that they are prepared for their golden years.

Wealth Management

Residents of Fulton, MD could greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. With a median age of 42.9 years, many residents of Fulton are likely beginning to think about their retirement years. A wealth manager can help create a personalized retirement plan, taking into account factors such as current income, savings, and future goals. Additionally, Fulton is home to many successful professionals who may need assistance with investment management. A wealth manager can provide expert advice on how to diversify investments and maximize returns. Overall, a wealth manager can help residents of Fulton, MD achieve financial security and peace of mind.

Financial Advisor

Residents of Fulton, MD can greatly benefit from the guidance and expertise of a financial advisor. With the high cost of living in the area, many individuals and families may struggle to manage their finances effectively. A financial advisor can provide personalized advice on budgeting, saving, and investing to help residents reach their financial goals. Additionally, with the abundance of tech companies and start-ups located in Fulton, MD, a financial advisor can assist entrepreneurs and business owners with financial planning and management, including retirement planning, tax strategies, and risk management. Overall, a financial advisor can provide valuable support and guidance to help residents of Fulton, MD achieve financial stability and success.

Mortgage Loan Officer

Residents of Fulton, MD can benefit greatly from the services of a mortgage loan officer. For example, many residents may be looking to purchase their first home in the area, and a loan officer can help them navigate the complex process of securing a mortgage. Additionally, Fulton is known for its high property values, which can make it difficult for some residents to afford a home. A loan officer can work with these individuals to find loan options that fit their unique financial situation and help them achieve their dream of homeownership. Furthermore, with the recent growth and development in the area, there may be opportunities for residents to refinance their current mortgage or take out a home equity loan to make improvements to their property. Overall, a mortgage loan officer can provide valuable expertise and support to residents of Fulton, MD who are looking to buy or improve their homes.

Tax Services

Residents of Fulton, MD could benefit from the expertise of a tax advisor in a number of ways. One of the most common ways that a tax advisor can help is by providing guidance on how to minimize tax liabilities. This is particularly important in Fulton, MD, where the tax code can be complex and confusing. A tax advisor can help residents navigate the various tax laws and regulations, and identify deductions and credits that may be available to them. Additionally, a tax advisor can provide advice on how to structure investments and other financial transactions to minimize tax liabilities. By working with a tax advisor, residents of Fulton, MD can ensure that they are taking advantage of all available tax benefits and avoiding costly mistakes.


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