Estate Planning Attorneys in Kokomo, IN

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List of Firms

Top Kokomo, IN Estate Planning Law Firms

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David Rosselot
4 out of 5
Location 100 W Walnut St, Kokomo, IN 46901, USA
Phone (765) 457-1197
Directions
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Mcintyre, Hilligoss, Vent O'Keefe, & Welke, LLP
5 out of 5
Location 116 N Main St, Kokomo, IN 46901, USA
Phone (765) 456-3827
Directions
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Davis, MacDonald, and White Law Firm
4 out of 5
Location 119 N Buckeye St, Kokomo, IN 46901, USA
Phone (765) 854-1122
Directions
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The Nice Law Firm, LLP
4 out of 5
Location 118 S Buckeye St, Kokomo, IN 46901, USA
Phone (765) 452-4000
Directions
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Thomas White, Attorney - Davis, MacDonald, and White Law Firm, LLC.
Location 119 N Buckeye St, Kokomo, IN 46901, USA
Phone (765) 854-1122
Directions
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Corbin K. King - Attorney at Law
4 out of 5
Location 115 E Sycamore St, Kokomo, IN 46901, USA
Phone (765) 459-9777
Directions
Estate Planning Lawyers in Kokomo, IN

Where Estate Planners in Kokomo, IN Serve

Kokomo, IN is a vibrant city with a rich history and diverse community. Its notable landmarks include the Seiberling Mansion, a stunning example of Victorian architecture, and the Kokomo Opalescent Glass Factory, which produces some of the world's finest stained glass. Top employers in the area include Chrysler, Delphi, and Haynes International, providing job opportunities for residents. Major highways such as US-31 and State Road 931 run through the city, connecting it to other parts of the state. Kokomo is also home to several unique neighborhoods, including Highland Springs and Indian Heights, each with their own distinct character and charm. With its mix of urban amenities and small-town charm, Kokomo is a city that truly has something for everyone.

Financial Services Related to Estate Planning in Kokomo, IN

Banks and Credit Unions

Residents of Kokomo, IN can benefit greatly from the services provided by a bank. One of the most common ways a bank can help is by providing financial education and resources to those in the community. Kokomo is a city that has experienced economic growth in recent years, with a thriving downtown area and a diverse population. However, many residents may still struggle with managing their finances or accessing credit. A bank can offer solutions such as financial planning tools, credit counseling, and loan programs to help residents achieve their financial goals. Additionally, with Kokomo being a hub for manufacturing and industry, a bank can provide specialized services for businesses such as cash management, merchant services, and commercial lending. Overall, a bank can play an important role in supporting the financial well-being of individuals and the community as a whole in Kokomo, IN.

Insurance Broker

Residents of Kokomo, IN can benefit greatly from the services of an insurance broker. With the city's diverse population and various industries, an insurance broker can help residents find the right coverage for their specific needs. For example, Kokomo is known for its automotive manufacturing, and an insurance broker can assist those working in the industry with finding comprehensive coverage for their vehicles and equipment. Additionally, Kokomo experiences severe weather conditions, such as tornadoes and hailstorms, which can cause significant damage to homes and businesses. An insurance broker can help residents find the right home and business insurance policies to protect them from these natural disasters. Overall, an insurance broker can provide valuable assistance to residents of Kokomo by helping them navigate the complex world of insurance and find the coverage they need to protect their assets and livelihoods.

Retirement Planning

Residents of Kokomo, IN can benefit from the expertise of a retirement planner in several ways. One of the most common ways is by creating a customized retirement plan tailored to their specific needs and goals. This is especially important for residents of Kokomo, IN, as the city has a higher than average cost of living compared to other cities in the state. A retirement planner can help residents navigate the complexities of retirement planning, such as maximizing social security benefits, minimizing taxes, and creating a diversified investment portfolio. Additionally, a retirement planner can provide peace of mind by ensuring that residents have a solid financial plan in place to support their retirement lifestyle, allowing them to enjoy their golden years without worrying about money.

Wealth Management

Residents of Kokomo, IN could benefit greatly from the services of a wealth manager. With a population of over 57,000 people, Kokomo is a growing city with a diverse economy. A wealth manager could assist residents in creating a personalized financial plan that takes into account their unique goals and circumstances. For example, Kokomo is home to several large manufacturing companies, and a wealth manager could help individuals who work in this industry navigate the complexities of employee stock options and retirement plans. Additionally, Kokomo has a strong sense of community, and a wealth manager could help residents give back through charitable giving and philanthropic investments. Overall, a wealth manager could provide valuable guidance and support to residents of Kokomo as they strive to achieve their financial goals and build a secure future for themselves and their families.

Financial Advisor

Residents of Kokomo, IN can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. With a significant portion of the population in Kokomo being over the age of 65, it's crucial to have a solid plan in place for retirement. A financial advisor can help residents create a retirement plan that takes into account their unique financial situation and goals. They can also provide advice on how to maximize retirement savings, such as contributing to a 401(k) or IRA. Additionally, a financial advisor can assist with managing debt, creating a budget, and investing wisely. With the help of a financial advisor, residents of Kokomo can feel more confident in their financial future.

Mortgage Loan Officer

Residents of Kokomo, IN can benefit from the services of a mortgage loan officer in a variety of ways. For one, a loan officer can help residents secure financing for a new home purchase or refinance an existing mortgage. This is particularly important in Kokomo, where the median home value is higher than the national average. Additionally, a loan officer can provide guidance and advice on the various types of mortgage products available, as well as help residents navigate the often complex application process. With the help of a mortgage loan officer, residents of Kokomo can feel confident in their ability to make informed decisions about their home financing needs.

Tax Services

Residents of Kokomo, IN can benefit greatly from the assistance of a tax advisor. With Kokomo being home to a diverse range of industries, including manufacturing, healthcare, and education, tax laws and regulations can become quite complex and overwhelming. A tax advisor can help residents navigate these complexities by providing personalized advice and guidance on tax planning, preparation, and filing. Additionally, Kokomo is known for its vibrant arts and cultural scene, which can result in unique tax situations for artists and performers. A tax advisor can help these individuals understand the tax implications of their creative endeavors and ensure they are in compliance with all relevant laws and regulations. Overall, a tax advisor can be an invaluable resource for residents of Kokomo, IN, helping them to save money, reduce stress, and achieve their financial goals.

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