Estate Planning Attorneys in Germantown, TN

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List of Firms

Top Germantown, TN Estate Planning Law Firms

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Miles Mason Family Law Group, PLC
5 out of 5
Location 6800 Poplar Ave Suite 208, Germantown, TN 38138, USA
Phone (901) 683-1850
Directions
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Thomas Family Law
SEC File# 801-111055
CRD# 158043
4 out of 5
Location 7642 Poplar Pike, Germantown, TN 38138, USA
Directions
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Snider & Horner, PLLC
4 out of 5
Location 9056 Stone Walk Pl #200, Germantown, TN 38138, USA
Phone (901) 730-8880
Directions
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Kevin A Snider
4 out of 5
Location 9056 Stone Walk Pl, Germantown, TN 38138, USA
Phone (901) 751-3777
Directions
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The Bradley Law Firm, PLLC
4 out of 5
Location 3107 S Corporate Edge Dr, Germantown, TN 38138, USA
Phone (901) 682-2030
Directions
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David L Swilley, CPA, J.D.
Location 7515 Corporate Center Dr, Germantown, TN 38138, USA
Phone (901) 497-6088
Directions
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HODUM LAW OFFICE, PLLC.
5 out of 5
Location 8275 Tournament Dr Suite 165, Memphis, TN 38125, USA
Phone (901) 853-8110
Directions
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Megan House Wilson, Attorney at Law
4 out of 5
Location 9040 Garden Arbor Dr Suite 203, Germantown, TN 38138, USA
Phone (901) 444-3002
Directions
Estate Planning Lawyers in Germantown, TN

Where Estate Planners in Germantown, TN Serve

Germantown, TN is a charming city located in Shelby County, Tennessee. With a population of just over 39,000, Germantown is known for its affluent neighborhoods, top-rated schools, and beautiful parks. The city is home to several landmarks, including the Germantown Performing Arts Center, which hosts a variety of concerts and events throughout the year. Other notable landmarks include the Germantown City Hall, the Germantown Community Library, and the Germantown Athletic Club. When it comes to employment, Germantown is home to several major employers, including FedEx, the Baptist Memorial Health Care Corporation, and the City of Germantown. The city is also conveniently located near several major highways and streets, including Interstate 240, Poplar Avenue, and Germantown Road. Germantown is divided into several neighborhoods, each with its own unique charm and character. Some of the most popular neighborhoods include Germantown Station, Dogwood Grove, and Oakleigh.

Financial Services Related to Estate Planning in Germantown, TN

Banks and Credit Unions

Residents of Germantown, TN would benefit greatly from a bank in many ways. One of the most common ways a bank helps residents is by offering financial education and resources. Germantown is a city with a high median household income, and many residents are likely to have substantial assets to manage. A bank can provide guidance on how to invest, save, and grow wealth. Additionally, banks offer a range of services such as checking and savings accounts, loans, and credit cards, which can help residents manage their finances more effectively. Overall, a bank can be an invaluable resource for those living in Germantown who want to optimize their financial situation.

Insurance Broker

Residents of Germantown, TN can benefit greatly from the services of an insurance broker. For starters, Germantown is a high-income suburb of Memphis, meaning that many residents have significant assets that need to be protected. An insurance broker can help residents find the right policies to protect their homes, cars, and other valuable possessions. Additionally, Germantown has a large population of retirees, who may need help navigating the complex world of Medicare and other health insurance options. An insurance broker can provide valuable guidance on these matters, helping retirees find the best coverage for their unique needs. Overall, an insurance broker can be an invaluable resource for residents of Germantown, TN, helping them protect their assets and plan for a secure future.

Retirement Planning

Residents of Germantown, TN can benefit greatly from the expertise of a retirement planner. With a population that is largely made up of affluent retirees, a retirement planner can help residents navigate the complexities of retirement planning, including managing their retirement savings, creating a sustainable income stream, and minimizing taxes. Additionally, Germantown is known for its high cost of living, which can make it challenging for retirees to maintain their standard of living. A retirement planner can help residents develop a comprehensive financial plan that takes into account their unique needs and goals, and ensures that they are able to enjoy a comfortable retirement without having to worry about financial stress.

Wealth Management

Residents of Germantown, TN could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. Germantown is a city with a high cost of living, and many residents may need assistance in managing their finances and investments to ensure they can maintain their lifestyle. A wealth manager can provide guidance on budgeting, saving, and investing, as well as help navigate complex financial issues such as tax planning and estate planning. With the help of a wealth manager, residents of Germantown can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Germantown, TN can greatly benefit from the guidance of a financial advisor. One of the most common ways a financial advisor can help Germantown residents is by providing personalized investment advice. Germantown is home to many affluent individuals and families, and a financial advisor can help them make informed decisions about their investments based on their specific financial goals and risk tolerance. Additionally, Germantown has a strong real estate market, and a financial advisor can provide guidance on purchasing or selling property. With the help of a financial advisor, residents of Germantown can feel confident in their financial decisions and work towards achieving their long-term financial goals.

Mortgage Loan Officer

Residents of Germantown, TN can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of mortgages, ensuring that they are able to secure the best possible loan for their unique financial situation. One specific way that a mortgage loan officer can help residents of Germantown is by providing guidance on local housing market trends. Germantown is known for its high-end homes and desirable neighborhoods, and a knowledgeable loan officer can provide valuable insight into the current state of the housing market, helping residents make informed decisions about their mortgage options. Additionally, a loan officer can help residents understand the various types of loans available to them, including government-backed loans that may be particularly beneficial for first-time homebuyers or those with lower credit scores. Overall, working with a mortgage loan officer can help Germantown residents achieve their homeownership goals and make the most of their investment in this vibrant and growing community.

Tax Services

Residents of Germantown, TN can benefit greatly from the services of a tax advisor. A tax advisor can provide guidance on tax planning, preparation, and filing, which can help residents save money and avoid costly mistakes. Additionally, tax advisors can provide advice on how to maximize deductions and credits, as well as help residents understand complex tax laws. One specific way that a tax advisor can be helpful in Germantown, TN is by providing guidance on how to navigate the state's tax laws, which can be particularly complex. With the help of a tax advisor, residents can ensure that they are in compliance with all applicable tax laws and regulations, while also minimizing their tax liability. Overall, a tax advisor can be an invaluable resource for residents of Germantown, TN who want to ensure that they are making smart financial decisions and maximizing their tax savings.

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