Estate Planning Attorneys in Lewes, DE

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List of Firms

Top Lewes, DE Estate Planning Law Firms

Elzufon Austin & Mondell, P.A.
Location 34382 Carpenters Way # 8, Lewes, DE 19958, USA
Phone (302) 644-0144
The Law Office of Susan Pittard Weidman
5 out of 5
Location 406 Rehoboth Ave, Rehoboth Beach, DE 19971, USA
Phone (302) 934-3999
Hudson, Jones, Jaywork & Fisher
Location 34382 Carpenters Way, Lewes, DE 19958, USA
Phone (302) 644-8330
Larry W Fifer Law Office
Location 1201 Savannah Rd B, Lewes, DE 19958, USA
Phone (302) 644-3668
Fuqua, Willard & Schab
5 out of 5
Location 16698 Kings Hwy B, Lewes, DE 19958, USA
Phone (302) 645-6626
Delaware Law David A. Boswell
4 out of 5
Location 18354 Coastal Hwy, Lewes, DE 19958, USA
Phone (302) 645-7999
Estate Planning Lawyers in Lewes, DE

Where Estate Planners in Lewes, DE Serve

Lewes, DE is a charming coastal town with a rich history and an abundance of landmarks. From the iconic Lewes Beach to the historic Zwaanendael Museum, there is no shortage of things to see and do in this quaint community. As for top employers, Lewes is home to Beebe Healthcare, the Cape Henlopen School District, and the Delaware River and Bay Authority. Major highways like Route 1 and Route 9 make it easy to get around, while streets like Savannah Road and Kings Highway offer a glimpse into the town's past. Neighborhoods like Pilottown Village and Lewes Beach are popular among locals and tourists alike, offering a range of housing options and access to the town's many amenities. Whether you're looking for a day trip or a place to call home, Lewes has something for everyone.

Financial Services Related to Estate Planning in Lewes, DE

Banks and Credit Unions

Residents of Lewes, DE would benefit greatly from the services provided by a bank. For example, a bank can assist residents in obtaining loans for purchasing a home or car, which is especially important in a town where many residents rely on their personal vehicles for transportation. Additionally, a bank can provide financial planning services to help residents save for retirement or plan for their children's education. With its proximity to the beach, Lewes also attracts many tourists, and a local bank can help residents take advantage of this by offering merchant services to local businesses, allowing them to accept credit card payments and increase their revenue. Overall, a bank can provide valuable support to the residents of Lewes, DE in achieving their financial goals and improving their quality of life.

Insurance Broker

Residents of Lewes, DE can benefit greatly from the services of an insurance broker. With the town's proximity to the coast, residents may want to ensure they have adequate coverage for flood or hurricane damage. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage options for their unique needs. Additionally, with many retirees calling Lewes home, an insurance broker can assist in finding affordable health insurance options and Medicare supplement plans. Overall, an insurance broker can provide valuable guidance and peace of mind for Lewes residents when it comes to protecting their homes, health, and finances.

Retirement Planning

Residents of Lewes, DE can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by assessing their current financial situation and creating a personalized plan for their retirement. This can include identifying potential sources of income, such as social security or pensions, as well as developing strategies for saving and investing. Additionally, a retirement planner can help residents of Lewes, DE navigate the unique challenges of retirement in their area. For example, with its proximity to the beach and tourist attractions, a retirement planner may advise on how to manage expenses during peak tourist season or how to leverage rental income from a second property. By working with a retirement planner, residents of Lewes, DE can feel confident and prepared for a comfortable retirement.

Wealth Management

Residents of Lewes, DE could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help is by creating a comprehensive financial plan tailored to the specific needs of the individual. This could include retirement planning, investment management, tax planning, and estate planning. With Lewes being a coastal town known for its historic charm and beautiful beaches, many residents may have unique financial needs related to owning property or running a small business in the area. A wealth manager could provide expert advice on managing these assets and ensuring they are properly protected. Additionally, with Lewes being a popular retirement destination, a wealth manager could help retirees navigate the complexities of managing their finances in their golden years. Overall, a wealth manager could provide invaluable guidance and support to residents of Lewes, DE looking to secure their financial future.

Financial Advisor

Residents of Lewes, DE could benefit from a financial advisor in a number of ways. One of the most common ways would be in creating a retirement plan that fits their specific needs and goals. With a large population of retirees in Lewes, it's important to have a plan in place that will provide financial security throughout their golden years. Additionally, a financial advisor can help residents navigate the unique tax laws and regulations of Delaware, which can be different from other states. They can also provide guidance on investments, budgeting, and debt management to help residents achieve their financial goals and live a comfortable life in Lewes.

Mortgage Loan Officer

Residents of Lewes, DE can benefit greatly from the services of a mortgage loan officer. For starters, they can help individuals secure a mortgage to purchase a home in the area. Lewes is a popular coastal town known for its historic charm and beautiful beaches, making it an attractive location for homebuyers. A mortgage loan officer can guide residents through the homebuying process, offering advice on the best loan options and interest rates available to them. Additionally, they can assist with refinancing an existing mortgage, which can help homeowners save money on monthly payments or pay off their mortgage sooner. With their expertise and knowledge of the local market, a mortgage loan officer can be an invaluable resource for residents of Lewes, DE looking to achieve their homeownership goals.

Tax Services

Residents of Lewes, DE can benefit greatly from the expertise of a tax advisor. A tax advisor can help residents navigate the complex tax laws and regulations that are specific to Delaware and Lewes. This includes understanding the state and local tax codes, as well as any tax incentives or credits that may be available to residents. Additionally, a tax advisor can provide guidance on tax planning strategies, such as maximizing deductions and minimizing tax liabilities. With the help of a tax advisor, residents of Lewes can ensure that they are fully compliant with all tax laws and regulations, while also minimizing their tax burden.


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