Estate Planning Attorneys in Jenkintown, PA

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List of Firms

Top Jenkintown, PA Estate Planning Law Firms

Elder Care Law Center
4 out of 5
Location 415 Johnson St #102, Jenkintown, PA 19046, USA
Phone (215) 886-1881
Robert W. Maher
4 out of 5
Location First Floor, 400 Greenwood Ave, Wyncote, PA 19095, USA
Phone (215) 886-3588 ext. 114
Embery Outterson & Fuges
5 out of 5
Location 300 Huntingdon Pike, Jenkintown, PA 19046, USA
Phone (215) 663-9005
Law Offices of Black and Older
5 out of 5
Location The Pavilion, 261 Old York Rd Suite 820, Jenkintown, PA 19046, USA
Phone (215) 567-8910
Larry Scott Auerbach, Esquire
5 out of 5
Location 1000 Easton Rd, Abington, PA 19001, USA
Phone (215) 517-5566
5 out of 5
Location 711 West Ave, Jenkintown, PA 19046, USA
Phone (215) 884-9300
Estate Planning and Elder Law Offices of Gerhard & Gerhard, P.C.
5 out of 5
Location 815 Greenwood Ave #8, Jenkintown, PA 19046, USA
Phone (215) 885-6785
Estate Planning Lawyers in Jenkintown, PA

Where Estate Planners in Jenkintown, PA Serve

Jenkintown, PA is a charming borough located in Montgomery County, Pennsylvania. It is known for its rich history, beautiful architecture, and vibrant community. Some of the most notable landmarks in Jenkintown include the Jenkintown-Wyncote train station, the Jenkintown Library, and the Hiway Theater. Jenkintown is home to several top employers, including Abington-Jefferson Health, Salus University, and Jenkintown School District. These employers provide a variety of job opportunities for residents and contribute to the borough's thriving economy. Major highways and streets in Jenkintown include Route 611, Route 73, and Old York Road. These roads provide easy access to nearby cities and towns, as well as popular attractions like Valley Forge National Historical Park and Philadelphia's famous Independence Hall. Jenkintown is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Jenkintown, PA

Banks and Credit Unions

Residents of Jenkintown, PA could be helped by a bank in several ways. One of the most common ways is by providing financial services such as checking and savings accounts, loans, and credit cards. A bank could also offer investment and retirement planning services to help residents achieve their long-term financial goals. Additionally, residents could benefit from the convenience of online banking and mobile apps, which allow them to easily manage their accounts and make transactions from anywhere. Specifically in Jenkintown, a bank could help residents access funds for the annual Jenkintown Festival of the Arts, which showcases local artists and performers and draws visitors from surrounding areas. Overall, a bank can play an important role in helping residents of Jenkintown, PA achieve financial stability and success.

Insurance Broker

Residents of Jenkintown, PA can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help residents find the best insurance policies that suit their specific needs and budget. They can provide expert advice on the different types of insurance policies available, such as health, auto, home, and life insurance. In Jenkintown, PA, where there are many small businesses, an insurance broker can also help business owners find the right insurance coverage to protect their assets and employees. Additionally, an insurance broker can assist residents in filing claims and negotiating with insurance companies, ensuring that they receive fair compensation for their losses. With the help of an insurance broker, residents of Jenkintown, PA can have peace of mind knowing that they are adequately protected from unforeseen events.

Retirement Planning

Residents of Jenkintown, PA would benefit greatly from the guidance of a retirement planner. With a population of just over 4,000, many residents may not have access to the resources or knowledge needed to plan for retirement effectively. A retirement planner can help residents navigate the complex world of retirement savings, investment options, and tax implications. For example, the planner may recommend strategies to maximize Social Security benefits or suggest investment options that align with the unique needs of Jenkintown residents. Additionally, a retirement planner can provide peace of mind by helping residents create a personalized plan that takes into account their individual goals and financial situation. Overall, a retirement planner can be a valuable resource for residents of Jenkintown, helping them achieve financial security and a comfortable retirement.

Wealth Management

Residents of Jenkintown, PA would benefit from a wealth manager in several ways. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs of each individual. This is especially important in Jenkintown, which is a small town with a diverse population of residents. A wealth manager can help residents navigate the local economy, which is largely driven by small businesses and the service industry. Additionally, a wealth manager can help residents plan for retirement, invest in the stock market, and manage their taxes. By working with a wealth manager, residents of Jenkintown can feel confident that their financial future is secure and that they are making the most of their money.

Financial Advisor

Residents of Jenkintown, PA can benefit greatly from the services of a financial advisor. One specific way that a financial advisor can help is by providing guidance on how to save for the high cost of living in the area. Jenkintown is known for its expensive real estate and overall higher cost of living compared to other nearby towns. A financial advisor can assist residents in creating a budget and developing a savings plan to help them reach their financial goals, such as buying a home or saving for retirement. Additionally, a financial advisor can provide investment advice and help residents make informed decisions about their finances, which can lead to long-term financial stability and success.

Mortgage Loan Officer

Residents of Jenkintown, PA can benefit greatly from the expertise of a mortgage loan officer. With a population of just over 4,400 people, Jenkintown is a small borough located in Montgomery County. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, which can be especially challenging in a tight-knit community like Jenkintown. They can provide guidance on the best mortgage options available to residents, including fixed-rate and adjustable-rate mortgages, as well as government-backed loans like FHA and VA loans. Additionally, a mortgage loan officer can help residents understand the local real estate market, which can be particularly helpful in a borough like Jenkintown where the housing market is competitive and rapidly changing.

Tax Services

Residents of Jenkintown, PA can benefit greatly from the services of a tax advisor. Specifically, with the recent revitalization of the downtown area, many residents may have started small businesses or invested in real estate. A tax advisor can help these individuals navigate the complex tax laws and regulations that come with owning a business or property. Additionally, with the high cost of living in the area, residents may be looking for ways to save money on their taxes. A tax advisor can provide guidance on deductions and credits that may be available to them. Overall, a tax advisor can provide valuable assistance to residents of Jenkintown, PA in managing their finances and maximizing their tax savings.


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