Estate Planning Attorneys in James City County, VA

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List of Firms

Top James City County, VA Estate Planning Law Firms

The Peninsula Center for Estate and Lifelong Planning
4 out of 5
Location 461 McLaws Cir Suite 2, Williamsburg, VA 23185, USA
Phone (757) 969-1900
Language https://www.tpcestate.com/?npcmp=dir:local:1129102:23185
Directions
Williamsburg Divorce and Estate Law Firm
Location 201 Penniman Rd suite k, Williamsburg, VA 23185, USA
Phone (757) 926-5246
Language http://williamsburgdivorceandestatelaw.com/
Directions
Holt William W
5 out of 5
Location 4801 Courthouse St, Williamsburg, VA 23188, USA
Phone (757) 259-3885
Directions
Promise Law
5 out of 5
Location 12610 Patrick Henry Dr D, Newport News, VA 23602, USA
Phone (757) 690-2470
Language https://www.promiselaw.com/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing
Directions
Tarley John Jr
Location 4801 Courthouse St Suite 122, Williamsburg, VA 23188, USA
Phone (757) 229-4281
Language http://www.tarleyrobinson.com/
Directions
Zaremba Center for Estate Planning & Elder Law
5 out of 5
Location 123 Bulifants Blvd, Williamsburg, VA 23188, USA
Phone (757) 259-0707
Language https://www.zarembalaw.com/
Directions
Skinner Law Office
5 out of 5
Location 501 Prince George St #300, Williamsburg, VA 23185, USA
Phone (757) 220-8554
Language http://www.virginiatrustlaw.com/
Directions
The Knicely Law Firm
5 out of 5
Location 487 McLaws Cir # 2, Williamsburg, VA 23185, USA
Phone (757) 253-0026
Language http://www.knicelylaw.com/
Directions
Miller Walsh & Kutz PLLC
5 out of 5
Location 12610 Patrick Henry Dr suite d, Newport News, VA 23602, USA
Phone (757) 595-0123
Directions
Estate Planning Lawyers in James City County, VA

Where Estate Planners in James City County, VA Serve

James City County, Virginia is a bustling and historic area that boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Colonial Williamsburg to the sprawling Busch Gardens amusement park, there is no shortage of attractions for residents and visitors alike. The county is home to major employers such as the College of William and Mary, Sentara Healthcare, and Riverside Health System, providing ample job opportunities for those living in the area. Major highways such as Interstate 64 and Route 199 run through the county, making transportation a breeze. Neighborhoods like Kingsmill and Governor's Land offer luxurious living options, while the charming town of Toano provides a more quaint atmosphere. Overall, James City County is a vibrant and exciting place to call home.

Financial Services Related to Estate Planning in James City County, VA

Banks and Credit Unions

Residents of James City County, VA can benefit greatly from the services provided by a bank. One of the most common ways that a bank can help residents is by providing them with access to financial products and services that can help them manage their money effectively. For example, a bank can offer residents of James City County, VA access to checking and savings accounts, credit cards, loans, and other financial products that can help them achieve their financial goals. Additionally, a bank can provide residents with financial education and resources that can help them make informed decisions about their money. For instance, a bank can offer workshops and seminars on topics such as budgeting, saving for retirement, and investing in the stock market. By providing these services, a bank can help residents of James City County, VA achieve financial stability and security.

Insurance Broker

Residents of James City County, VA can benefit greatly from the services of an insurance broker. With the county's high population of retirees and homeowners, an insurance broker can help individuals navigate the complex world of insurance and find the best policies to fit their unique needs. Additionally, with the county's proximity to both the coast and major highways, residents may require specialized insurance coverage for flood, hurricane, or auto insurance. An insurance broker can provide personalized advice and guidance to ensure that residents are adequately covered in the event of an unexpected event or accident. Overall, an insurance broker can provide peace of mind and financial security for residents of James City County, VA.

Retirement Planning

Residents of James City County, VA can greatly benefit from the expertise of a retirement planner. With a growing population of retirees and a thriving economy, it can be challenging to navigate the complexities of retirement planning. A retirement planner can assist with developing a personalized plan that takes into account factors such as healthcare costs, social security benefits, and tax implications. One specific challenge faced by residents of James City County is the high cost of living, particularly for housing. A retirement planner can help individuals navigate the real estate market and make informed decisions about downsizing or relocating to a more affordable area. With the guidance of a retirement planner, residents of James City County can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of James City County, VA can benefit from the expertise of a wealth manager in a variety of ways. Specifically, with its proximity to Williamsburg, many residents may have retirement accounts or investments in the tourism industry. A wealth manager can provide guidance on how to diversify their investments and protect their wealth in the event of a downturn in the local economy. Additionally, with the county's aging population, a wealth manager can help residents plan for long-term care expenses and ensure they have a solid estate plan in place. By working with a wealth manager, residents of James City County can feel confident that their financial future is secure and well-managed.

Financial Advisor

Residents of James City County, VA can benefit greatly from the services of a financial advisor. With a median household income of $81,000, the county has a relatively high cost of living, making it important for residents to manage their finances effectively. A financial advisor can help residents create a budget, set financial goals, and develop a plan to achieve those goals. Additionally, a financial advisor can provide guidance on investing, retirement planning, and estate planning. With the help of a financial advisor, residents of James City County can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of James City County, VA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or refinance their existing mortgages. A mortgage loan officer can also provide valuable guidance and advice on the various loan options available, such as fixed-rate or adjustable-rate mortgages, VA loans, FHA loans, and more. In James City County, VA, where the median home value is $318,100, a mortgage loan officer can help residents navigate the complex and competitive housing market to find the best mortgage rates and terms that suit their unique financial situation. Additionally, a mortgage loan officer can assist residents with the pre-approval process, which can give them an advantage when making an offer on a home in this highly desirable area.

Tax Services

Residents of James City County, VA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations specific to the county. For example, James City County has a unique tax structure that includes a personal property tax on vehicles and boats, as well as a real estate tax. A tax advisor can help residents understand these taxes and ensure they are filing their returns correctly. Additionally, a tax advisor can help residents identify deductions and credits they may be eligible for, ultimately saving them money on their tax bill. With the help of a tax advisor, residents of James City County can feel confident that they are meeting their tax obligations while also maximizing their savings.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in James City County, VA can provide a wide range of services to ensure that your assets are protected after you pass away. Specifically, they can assist with creating wills, trusts, and other legal documents that outline your wishes for your estate. In James City County, VA, this can be particularly complex due to the area's rich history and abundance of historic properties. An experienced estate planning lawyer can help navigate the unique challenges that come with owning historic properties, such as ensuring that they are properly maintained and preserved for future generations. Additionally, they can provide guidance on tax planning, charitable giving, and other strategies to minimize the impact of estate taxes on your heirs. With their expertise and attention to detail, an estate planning lawyer in James City County, VA can help ensure that your legacy is protected for years to come.

James City County, VA is the ultimate destination for anyone seeking an estate planning lawyer. The county boasts of a rich history dating back to the colonial era, with an array of historic sites and attractions. The county's legal system is equally impressive, with a pool of highly qualified and experienced estate planning lawyers. These lawyers are well-versed in the intricacies of estate planning, including wills, trusts, and probate. Additionally, the lawyers in James City County, VA are known for their exceptional attention to detail, ensuring that every aspect of their clients' estate planning needs is adequately addressed. With a commitment to excellence and a deep understanding of the legal system, the estate planning lawyers in James City County, VA are the best choice for anyone seeking to protect their assets and secure their legacy.