Estate Planning Attorneys in Herndon, VA

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List of Firms

Top Herndon, VA Estate Planning Law Firms

Margaret A. O'Reilly, PC
4 out of 5
Location 441 Carlisle Dr Ste A, Herndon, VA 20170, USA
Phone (703) 787-8173
Ashley F. Morgan Law, PC
5 out of 5
Location 722 Grant St Suite G, Herndon, VA 20170, USA
Phone (703) 880-4881
Law Office of Camellia Safi, PLLC
5 out of 5
Location 2201 Cooperative Way Ste 600, Herndon, VA 20171, USA
Phone (703) 788-6816
The Carrithers Law Office
5 out of 5
Location 555 Grove St #106, Herndon, VA 20170, USA
Phone (571) 646-5600
Fierro & Kori, PLLC
5 out of 5
Location 761C Monroe St Suite 100, Herndon, VA 20170, USA
Phone (703) 435-0043
Relational Estate and Elder Law, PLC
5 out of 5
Location 44927 George Washington Blvd Suite #265, Ashburn, VA 20147, USA
Phone (571) 200-5562
Estate Planning Lawyers in Herndon, VA

Where Estate Planners in Herndon, VA Serve

Herndon, VA is a bustling town in Fairfax County, Virginia, with a rich history and a vibrant community. The town is home to several landmarks, including the Herndon Depot Museum, which is a restored train station that now serves as a museum showcasing the town's history. Another notable landmark is the Worldgate Centre, a mixed-use development that features a movie theater, restaurants, and shops. Herndon is also home to several top employers, including Amazon Web Services, Deltek, and Airbus. These companies provide jobs for thousands of residents and contribute to the town's strong economy. The town is conveniently located near several major highways, including the Dulles Toll Road and the Fairfax County Parkway. These highways provide easy access to the surrounding areas and make commuting a breeze. Herndon is divided into several neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Herndon, VA

Banks and Credit Unions

Residents of Herndon, VA can benefit from a bank in a number of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. For example, a family in Herndon may need a loan to purchase a new home or start a business, and a bank can provide the necessary funds to make those dreams a reality. Additionally, a bank can offer financial education and resources to help residents manage their money and plan for the future. With Herndon's proximity to Dulles International Airport and the technology hub of Reston, many residents also work in high-paying jobs that require specialized banking services like international wire transfers or investment advice. A local bank can provide these services and help residents navigate the complexities of the financial world.

Insurance Broker

Residents of Herndon, VA could greatly benefit from the services of an insurance broker. With the town's proximity to Dulles International Airport and the tech industry, many residents may require specialized insurance coverage for their businesses or travel needs. Additionally, Herndon experiences a range of weather patterns throughout the year, from hot and humid summers to snowy winters, which could impact the insurance needs of homeowners and drivers. An insurance broker can help residents navigate the complexities of insurance policies and find the best options to meet their unique needs, whether it's finding coverage for a small business or securing protection against severe weather events.

Retirement Planning

Residents of Herndon, VA could greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner can help residents is by creating a personalized financial plan that takes into account their unique needs and goals. For example, Herndon is home to many retirees who may be looking to downsize their homes or relocate to a different state. A retirement planner can help them navigate the complex financial decisions that come with these changes, such as selling a home or managing taxes in a new state. Additionally, a retirement planner can provide guidance on investments, insurance, and other financial matters to ensure that residents are able to maintain their standard of living throughout their retirement years.

Wealth Management

Residents of Herndon, VA can benefit greatly from the expertise of a wealth manager. One of the most common ways that a wealth manager can help Herndon residents is by providing guidance on retirement planning. With the median age in Herndon being 34 years old, many residents are likely thinking about their long-term financial goals. A wealth manager can help create a personalized retirement plan that takes into account factors such as current savings, expected expenses, and investment options. Additionally, with Herndon being located in the heart of Northern Virginia's tech corridor, many residents may have unique stock options or other forms of compensation that require specialized financial planning. A wealth manager can help navigate these complexities and ensure that residents are making the most of their financial opportunities.

Financial Advisor

Residents of Herndon, VA can benefit from the guidance of a financial advisor in various ways. With the town being home to many tech companies and young professionals, a financial advisor can help them navigate the complexities of stock options and retirement planning. Additionally, Herndon is located in Fairfax County, which has one of the highest median household incomes in the country. However, this does not mean that residents are immune to financial struggles. A financial advisor can assist with debt management, budgeting, and saving for big-ticket items like a home or college education. Overall, a financial advisor can provide tailored advice to help Herndon residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Herndon, VA can greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing a home. One specific aspect of Herndon is its diverse population, with a large number of immigrants and first-generation Americans. A mortgage loan officer can help these residents navigate the complex process of obtaining a mortgage, including explaining the different types of loans available and helping them understand the requirements for qualification. Additionally, a loan officer can provide guidance on the various government programs available to first-time homebuyers, such as FHA loans or VA loans for veterans. With the help of a mortgage loan officer, residents of Herndon can achieve their dream of homeownership and build a stable future for themselves and their families.

Tax Services

Residents of Herndon, VA can benefit from the expertise of a tax advisor in a variety of ways. One specific example is the complex tax laws and regulations that apply to the tech industry in the area. With many technology companies headquartered in Herndon, tax advisors can help residents navigate the intricacies of deductions and credits related to this industry. Additionally, tax advisors can assist with tax planning and preparation for individuals and small businesses, ensuring that they are maximizing their tax savings and minimizing their liabilities. Overall, a tax advisor can provide valuable guidance and support to residents of Herndon, VA in navigating the often-confusing world of taxes.


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