Estate Planning Attorneys in Jefferson County, AL

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List of Firms

Top Jefferson County, AL Estate Planning Law Firms

Eastwood, Estate and Probate Law
5 out of 5
Location 2001 Park Pl Suite 875, Birmingham, AL 35203, USA
Phone (205) 319-9995
Directions
Key, Greer, Harrison & Casey
4 out of 5
Location 2163 US-31 # 102, Pelham, AL 35124, USA
Phone (205) 987-2211
Directions
Waters Sullivan LLC
5 out of 5
Location 2 20th St N Suite 1350, Birmingham, AL 35203, USA
Phone (205) 855-5020
Directions
David Snoddy Attorney At Law
5 out of 5
Location 2105 Devereux Cir SUITE 101, Birmingham, AL 35243, USA
Phone (205) 968-6608
Directions
Daniel H. Chambers Attorney at Law, P.C.
5 out of 5
Location 2081 Columbiana Rd #3, Birmingham, AL 35216, USA
Phone (205) 913-4057
Directions
Attorney Richard Burton
5 out of 5
Location 1 Independence Plaza Suite 704, Homewood, AL 35209, USA
Phone (205) 870-5500
Directions
The Self Law Firm
5 out of 5
Location 441 Hwy. 31 South, Suite 201, Warrior, AL 35180, USA
Phone (205) 647-1000
Directions
Bouloukos, Oglesby & Mitchell
5 out of 5
Location 2017 2nd Ave N, Birmingham, AL 35203, USA
Phone (205) 322-1641
Directions
Hornsby & Hornsby, Attorneys at Law
4 out of 5
Location 2010 Old Springville Rd #100, Birmingham, AL 35215, USA
Phone (205) 856-1000
Directions
Estate Planning Lawyers in Jefferson County, AL

Where Estate Planners in Jefferson County, AL Serve

Jefferson County, AL is a vibrant and bustling county located in the heart of Alabama. This county is home to a plethora of landmarks, including the Birmingham Civil Rights Institute, the Alabama Theatre, and the McWane Science Center. These landmarks serve as a testament to the rich history and culture of the area. The county is also home to several top employers, including the University of Alabama at Birmingham, Regions Financial Corporation, and Honda Manufacturing of Alabama. These companies provide job opportunities for thousands of residents and contribute to the economic growth of the county. Jefferson County is crisscrossed by major highways and streets, including I-20, I-59, and US-280. These thoroughfares make it easy for residents and visitors to navigate the county and access its many attractions. The neighborhoods in Jefferson County are diverse and vibrant, with something for everyone.

Financial Services Related to Estate Planning in Jefferson County, AL

Banks and Credit Unions

Residents of Jefferson County, AL would be helped by a bank in a variety of ways. One of the most common ways a bank can assist residents in this area is by providing access to affordable loans and credit. Jefferson County is home to a diverse population, including many low-income families who may struggle to access traditional banking services. A bank that offers affordable loans and credit can help these families to access the funds they need to start businesses, purchase homes, or cover unexpected expenses. Additionally, banks can offer financial education and resources to help residents in Jefferson County to better manage their money and plan for their financial futures. Overall, a bank can be an invaluable resource for residents of Jefferson County, providing them with the tools and support they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Jefferson County, AL would greatly benefit from the assistance of an insurance broker in navigating the complex world of insurance policies. With the county being home to Birmingham, the largest city in Alabama, there are a plethora of insurance options available to residents. An insurance broker can help residents find the best coverage for their unique needs, whether it be for home, auto, or health insurance. Additionally, with Jefferson County being prone to severe weather events such as tornadoes and hurricanes, an insurance broker can ensure that residents have adequate coverage for potential damages. Overall, an insurance broker can provide valuable guidance and peace of mind to residents of Jefferson County, AL.

Retirement Planning

Residents of Jefferson County, AL could greatly benefit from the guidance and expertise of a retirement planner. With a population of over 660,000 people, many individuals in the area may be unsure of how to properly plan and save for their retirement. A retirement planner can help residents of Jefferson County create a personalized plan to achieve their financial goals, taking into account specific factors such as the area's high cost of living and the impact of local taxes on retirement income. Additionally, a retirement planner can assist in navigating the complex world of retirement accounts and investments, ensuring that residents of Jefferson County are making the most of their savings and maximizing their potential for long-term financial security.

Wealth Management

Residents of Jefferson County, AL could benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, paying off debt, or investing in the local real estate market. Additionally, a wealth manager could provide guidance on tax planning, estate planning, and risk management. With the recent economic challenges faced by Jefferson County, AL due to the COVID-19 pandemic, a wealth manager could help residents navigate the uncertainties of the current market and make informed decisions about their finances. By working with a wealth manager, residents of Jefferson County, AL could feel more confident about their financial future and have a clearer path towards achieving their goals.

Financial Advisor

Residents of Jefferson County, AL can benefit from the guidance of a financial advisor in various ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic conditions of the county. With a median household income of $47,212 and a poverty rate of 17.6%, many residents in Jefferson County may struggle with managing their finances. A financial advisor can provide advice on budgeting, saving, and investing that is tailored to the specific needs of each client. Additionally, a financial advisor can help residents navigate the complex tax laws and regulations that are specific to Alabama and Jefferson County. By working with a financial advisor, residents can gain a better understanding of their financial situation and make informed decisions that can lead to long-term financial stability.

Mortgage Loan Officer

Residents of Jefferson County, AL could greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a home loan, refinancing an existing mortgage, or providing guidance on budgeting and credit improvement. In particular, residents of Jefferson County may face unique challenges when it comes to buying a home, such as navigating the local real estate market and dealing with the aftermath of the county's 2011 bankruptcy. A mortgage loan officer can provide valuable insights and support throughout the home buying process, helping residents to achieve their dreams of homeownership and build a stable financial future.

Tax Services

Residents of Jefferson County, AL can benefit greatly from the assistance of a tax advisor. With a population of over 660,000 people, Jefferson County is the most populous county in Alabama. As such, there are a wide range of tax issues that residents may encounter, from filing individual income taxes to navigating complex business tax laws. A tax advisor can help residents understand their tax obligations and identify ways to minimize their tax liability. They can also provide guidance on tax planning, retirement planning, and estate planning to help individuals and families achieve their financial goals. With the help of a tax advisor, residents of Jefferson County can make informed decisions about their finances and ensure they are in compliance with all applicable tax laws.

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