Estate Planning Attorneys in Jefferson, LA

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

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Jefferson, LA Estate Planning Law Firms

Law Office of Michael G. Calogero
5 out of 5
Location 3500 N Hullen St, Metairie, LA 70001, USA
Phone (504) 456-8683
Directions
Samantha Weidner, Attorney and Counselor at Law, LLC
5 out of 5
Location 2920 Kingman St Suite 104, Metairie, LA 70006, USA
Phone (504) 592-7272
Directions
The Law Office of James A. Graham LLC
5 out of 5
Location 701 Loyola Ave Ste 403, New Orleans, LA 70113, USA
Phone (504) 777-3625
Directions
Brad Scott, Attorney & Counselor at Law
5 out of 5
Location 3511 River Rd, Jefferson, LA 70121, USA
Phone (504) 528-9500
Directions
Perez, McDaniel, Faust & Adams, LLP
5 out of 5
Location 321 Veterans Memorial Blvd, Metairie, LA 70005, USA
Phone (504) 309-3848
Directions
Weiler & Rees LLC
Location 909 Poydras St #1250, New Orleans, LA 70112, USA
Phone (504) 524-2944
Directions
Menszer Law
5 out of 5
Location 830 Union St #301, New Orleans, LA 70112, USA
Phone (504) 528-2424
Directions
Sessions, Fishman & Nathan, L.L.C.
5 out of 5
Location 400 Poydras St Ste 2550, New Orleans, LA 70130, USA
Phone (504) 582-1500
Directions
Stephenson, Chávarri & Dawson, LLC
5 out of 5
Location 400 Poydras St #1990, New Orleans, LA 70130, USA
Phone (504) 523-6496
Directions
Carol A Newman Law Firm
4 out of 5
Location 813 S Carrollton Ave, New Orleans, LA 70118, USA
Phone (504) 861-0008
Directions
Buchler & Buchler LLC
5 out of 5
Location 3014 Metairie Rd, Metairie, LA 70001, USA
Phone (504) 835-7289
Directions
Amber L. Cain, LLC
5 out of 5
Location 318 Harrison Ave, New Orleans, LA 70124, USA
Phone (866) 469-2264
Directions
The Law Office of Christopher Szeto
5 out of 5
Location 8131 Plum St #1, New Orleans, LA 70118, USA
Phone (504) 226-2292
Directions
The Law Offices of Joseph B. Landry, APLC
5 out of 5
Location 3015 19th St, Metairie, LA 70002, USA
Phone (504) 299-8000
Directions
Estate Planning Lawyers in Jefferson, LA

Where Estate Planners in Jefferson, LA Serve

Jefferson, LA is a vibrant and bustling city located in the heart of Louisiana. With its rich history and diverse culture, it's no wonder that this city is a popular destination for tourists and residents alike. Some of the most notable landmarks in Jefferson include the Jefferson Parish Courthouse, the Elmwood Shopping Center, and the Jefferson Performing Arts Center. As for top employers, there are several major companies that call Jefferson home, including Ochsner Health System, Entergy Louisiana, and the Jefferson Parish School Board. These companies provide thousands of jobs to local residents and contribute significantly to the economy of the city. When it comes to highways and streets, Jefferson is well-connected to the rest of Louisiana and beyond. The city is located just off of Interstate 10, which runs east-west across the southern United States. Other major highways in the area include US Route 90 and Louisiana Highway 48. Finally, Jefferson is home to several unique and diverse neighborhoods, each with its own distinct character and charm.

Financial Services Related to Estate Planning in Jefferson, LA

Banks and Credit Unions

Residents of Jefferson, LA would be helped by a bank in a multitude of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. This is especially important in Jefferson, where many residents may not have easy access to these services. Additionally, a bank can help residents manage their finances more effectively, providing resources and advice on budgeting, saving, and investing. For example, a bank may offer financial literacy classes or workshops to help residents better understand how to manage their money. Overall, a bank can be an invaluable resource for residents of Jefferson, LA, helping them to achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Jefferson, LA could benefit greatly from the services of an insurance broker. With the area being prone to hurricanes and flooding, an insurance broker can help residents find the right coverage to protect their homes and belongings. Additionally, with the high rates of obesity and chronic diseases in Jefferson, an insurance broker can assist residents in finding health insurance plans that fit their needs and budget. By working with an insurance broker, residents can ensure they have the proper coverage in case of emergencies and unexpected events, giving them peace of mind and financial security.

Retirement Planning

Residents of Jefferson, LA can benefit greatly from the assistance of a retirement planner. One of the most common ways a retirement planner can help is by providing personalized advice on how to save for retirement. This is particularly important for residents of Jefferson, as the cost of living in the area can be high. A retirement planner can help residents create a budget that takes into account their unique financial situation and goals, and can recommend investment strategies that will help them reach those goals. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they are maximizing their benefits and minimizing their out-of-pocket expenses. Overall, a retirement planner can provide invaluable guidance and support to residents of Jefferson as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Jefferson, LA could benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager could assist residents is by helping them navigate the complex world of investments and financial planning. Jefferson, LA is a diverse community with a mix of blue-collar and white-collar workers, and a wealth manager could work with individuals and families to create tailored investment portfolios that align with their unique financial goals. Additionally, Jefferson, LA is located in an area prone to natural disasters like hurricanes, so a wealth manager could also help residents prepare financially for potential emergencies. Overall, a wealth manager could provide invaluable guidance and support to residents of Jefferson, LA looking to secure their financial futures.

Financial Advisor

Residents of Jefferson, LA would greatly benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique tax laws and regulations of Louisiana. Jefferson, LA residents may not be aware of all the tax breaks and credits available to them, or they may be unsure of how to properly file their taxes to avoid penalties and fees. A financial advisor can provide expert advice on tax planning and preparation, as well as help residents create a budget and savings plan that takes into account their individual financial goals and circumstances. With the help of a financial advisor, residents of Jefferson, LA can feel confident in their financial decisions and secure in their financial future.

Mortgage Loan Officer

Residents of Jefferson, LA would greatly benefit from the expertise of a mortgage loan officer. With the city's prime location in the greater New Orleans metropolitan area, home prices can be steep, making it difficult for some residents to purchase a home outright. A mortgage loan officer can help guide residents through the process of securing a loan to make their dream of homeownership a reality. Additionally, with the city's proximity to the Mississippi River, flood insurance is a must-have for any homeowner. A mortgage loan officer can assist residents in finding the best flood insurance options to protect their investment. With the help of a mortgage loan officer, residents of Jefferson, LA can navigate the complex world of home financing and make informed decisions about their future.

Tax Services

Residents of Jefferson, LA could greatly benefit from the services of a tax advisor. Jefferson, LA is a suburb of New Orleans and is home to many small businesses and entrepreneurs. A tax advisor can assist these individuals with tax planning and preparation, ensuring they are taking advantage of all available deductions and credits. Additionally, many residents of Jefferson, LA work in industries such as healthcare and education, which can have complex tax implications. A tax advisor can help navigate these complexities and ensure individuals are in compliance with all tax laws. With the help of a tax advisor, residents of Jefferson, LA can have peace of mind knowing their taxes are being handled properly and efficiently.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs