Estate Planning Attorneys in Horsham, PA

We did the hard work of finding trustworthy partners in Horsham, PA. Fill out the form to get connected.

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Horsham, PA Estate Planning Law Firms

Holmberg Law Offices
Location 193 Easton Rd, Horsham, PA 19044, USA
Phone (215) 293-9610
McCullough Eisenberg, LLC
5 out of 5
Location 65 W Street Rd A-204, Warminster, PA 18974, USA
Phone (215) 957-6411
Granor & Granor PC
Location 721 Dresher Rd # 1000, Horsham, PA 19044, USA
Phone (215) 830-1100
Sheintoch Law P.C.
3 out of 5
Location 415 Horsham Rd, Horsham, PA 19044, USA
Phone (215) 675-6279
5 out of 5
Location 955 Horsham Rd Suite 307, Horsham, PA 19044, USA
Phone (215) 366-7839
Law Office of George Kotsopoulos
Location 701 Horsham Rd #103, Horsham, PA 19044, USA
Phone (215) 441-5000
Rosenbloom Law Group LLC
1 out of 5
Location 120 Gibraltar Rd #111, Horsham, PA 19044, USA
Phone (610) 828-7010
Estate Planning Lawyers in Horsham, PA

Where Estate Planners in Horsham, PA Serve

Horsham, PA is a vibrant and bustling community located in Montgomery County, Pennsylvania. It is home to a number of well-known landmarks such as the Wings of Freedom Aviation Museum and the Graeme Park Historic Site, both of which offer visitors a glimpse into the rich history of the area. With top employers such as Penn Mutual, Bimbo Bakeries, and Toll Brothers, the local economy is thriving, providing ample job opportunities for residents. Major highways such as the Pennsylvania Turnpike and Route 611 make commuting a breeze, while streets like Easton Road and County Line Road offer easy access to shopping, dining, and entertainment. The town is divided into several unique neighborhoods, each with its own distinct character and charm, including the desirable Saw Mill Valley and the family-friendly Hidden Meadows. Whether you're looking for a quiet suburban retreat or a bustling urban center, Horsham, PA has something for everyone.

Financial Services Related to Estate Planning in Horsham, PA

Banks and Credit Unions

Residents of Horsham, PA would greatly benefit from a bank in a multitude of ways. Firstly, a bank could provide financial assistance to those looking to purchase homes in the area. Horsham is known for its beautiful and diverse neighborhoods, making it a desirable place to live. However, the cost of living can be high, so having access to loans and mortgages would be extremely helpful for those looking to settle down in this town. Additionally, a bank could offer services such as savings accounts and investment opportunities to help residents grow their wealth and plan for their futures. Overall, a bank in Horsham, PA would provide essential financial resources that would greatly benefit the community.

Insurance Broker

Residents of Horsham, PA could greatly benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies, ensuring that they have the appropriate coverage for their needs. For instance, residents in Horsham may require specialized insurance coverage for their homes, given the area's high incidence of severe weather events. Moreover, insurance brokers can assist residents in identifying cost-effective insurance solutions by comparing policies from multiple providers, which is particularly crucial in Horsham, where the cost of living is higher than the national average.

Retirement Planning

Residents of Horsham, PA could benefit greatly from the services of a retirement planner. With a population of over 26,000 people, many of whom are nearing retirement age, a retirement planner could help individuals and couples navigate the complex world of retirement planning. Specifically, Horsham has a large population of military veterans due to its proximity to the Willow Grove Naval Air Station. A retirement planner could assist these veterans in understanding and maximizing their VA benefits, as well as helping them plan for retirement outside of military service. Additionally, Horsham is home to many small business owners who may need guidance on how to plan for retirement without the benefit of a traditional employer-sponsored plan. A retirement planner could provide tailored solutions for these individuals to help them achieve their retirement goals.

Wealth Management

Residents of Horsham, PA could benefit greatly from the services of a wealth manager. One specific way that a wealth manager could help is by assisting residents with retirement planning. Horsham is home to many large corporations, such as Johnson & Johnson and Toll Brothers, which offer 401k plans and other retirement benefits to their employees. However, navigating these plans and making the most of them can be overwhelming and confusing. A wealth manager can help residents understand their options, maximize their retirement savings, and ensure they are on track to meet their long-term financial goals. Additionally, Horsham has a high cost of living compared to other areas in Pennsylvania, so a wealth manager can help residents manage their expenses and investments to ensure they are financially secure both now and in the future.

Financial Advisor

Residents of Horsham, PA can benefit greatly from the services of a financial advisor. With a population of over 26,000 people, Horsham has a diverse community with varying financial needs. A financial advisor can help individuals and families in Horsham create a personalized financial plan that takes into account their specific goals and circumstances. For example, with the median home value in Horsham being $375,000, a financial advisor can provide guidance on saving for a down payment or managing a mortgage. Additionally, with the average household income in Horsham being around $100,000, a financial advisor can help residents make the most of their money by creating a budget, investing in retirement accounts, and planning for future expenses such as college tuition or healthcare costs. Overall, a financial advisor can provide valuable support and expertise to help residents of Horsham achieve financial stability and security.

Mortgage Loan Officer

Residents of Horsham, PA can greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or seasoned homeowners. With their knowledge of the local real estate market and lending options, mortgage loan officers can guide residents through the often-complex process of securing a mortgage. They can help residents understand the different types of loans available to them, including fixed-rate and adjustable-rate mortgages, and provide advice on which option is best suited for their unique financial situation. Additionally, mortgage loan officers can help residents navigate any specific regulations or requirements that may be unique to Horsham, PA, such as zoning laws or property tax rates. Overall, a mortgage loan officer can be an invaluable resource for Horsham residents looking to make their homeownership dreams a reality.

Tax Services

Residents of Horsham, PA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to Horsham. For example, Horsham has a local earned income tax that residents must pay, which may differ from other neighboring towns. A tax advisor can help residents understand their obligations and ensure they are properly filing their taxes. Additionally, a tax advisor can help residents maximize their deductions and credits, potentially saving them money on their tax bill. With the help of a tax advisor, Horsham residents can feel confident in their tax filings and avoid any potential penalties or issues with the IRS.


Wills, Trusts, and Other Estate Law FAQs