Estate Planning Attorneys in Lewisburg, PA

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List of Firms

Top Lewisburg, PA Estate Planning Law Firms

Crossland Group Financial Planning
Location 129 Market St # 2A, Lewisburg, PA 17837, USA
Phone (570) 524-9229
Lepley, Engelman, Yaw & Wilk, LLC
2 out of 5
Location 320 Market St, Lewisburg, PA 17837, USA
Phone (570) 522-0505
Kron Law Firm
Location 109 Harold Pawling Ln, Lewisburg, PA 17837, USA
Phone (570) 523-7845
Graham C. Showalter, Esq.
4 out of 5
Location 36 S 3rd St, Lewisburg, PA 17837, USA
Phone (570) 523-3237
Estate Planning Lawyers in Lewisburg, PA

Where Estate Planners in Lewisburg, PA Serve

Nestled in the heart of Union County, Lewisburg, PA is a charming town that boasts a rich history and vibrant community. With a population of just over 5,000, Lewisburg is home to a variety of landmarks that serve as a testament to its past, including the Union County Courthouse, the Packwood House Museum, and the Lewisburg Cemetery. In terms of top employers, Bucknell University is undoubtedly one of the largest and most influential, providing jobs for hundreds of local residents. Other major employers in the area include Evangelical Community Hospital, the Lewisburg Area School District, and the Weis Markets distribution center. Lewisburg is also well-connected to the surrounding areas via major highways and streets, including Route 15, Route 45, and Interstate 80. This makes it easy for residents and visitors alike to explore nearby towns and cities, such as Williamsport, State College, and Harrisburg.

Financial Services Related to Estate Planning in Lewisburg, PA

Banks and Credit Unions

Residents of Lewisburg, PA can benefit from a bank in many ways. Firstly, a bank can provide financial assistance to those who need it, such as loans or mortgages. Additionally, banks can offer savings accounts and investment opportunities to help residents grow their wealth. One specific way a bank can assist the residents of Lewisburg, PA is by providing access to mobile banking services. With the busy lifestyles of many residents, mobile banking allows them to easily manage their finances on-the-go, whether it be checking account balances or paying bills. This convenience can save residents time and reduce stress, making their lives a little easier. Overall, a bank can provide valuable resources and support to the community of Lewisburg, PA.

Insurance Broker

Residents of Lewisburg, PA can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can help them find the most affordable and comprehensive insurance policies that suit their needs. This is particularly helpful for residents of Lewisburg, PA who have unique insurance needs due to the area's high risk of flooding. An insurance broker can also assist residents in understanding their insurance policies, including the fine print, so they can make informed decisions. Additionally, an insurance broker can provide guidance and support during the claims process, ensuring that residents receive the maximum compensation they deserve. Overall, an insurance broker can be a valuable resource for residents of Lewisburg, PA, helping them navigate the complex world of insurance and ensuring that they are adequately protected.

Retirement Planning

Residents of Lewisburg, PA could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, many residents of Lewisburg may have worked for Bucknell University or the Evangelical Community Hospital and may have specific pension plans that need to be factored into their retirement plan. Additionally, a retirement planner could help residents navigate the complex world of Social Security and Medicare, ensuring they are maximizing their benefits. With the cost of living in Lewisburg being slightly higher than the national average, a retirement planner could also help residents budget and plan for their expenses in retirement. Overall, a retirement planner could provide invaluable guidance and expertise to help residents of Lewisburg achieve a comfortable and secure retirement.

Wealth Management

Residents of Lewisburg, PA could benefit from a wealth manager in several ways. One of the most common ways is by helping them create and stick to a budget. Many people in Lewisburg, PA may struggle with managing their finances due to the high cost of living in the area. A wealth manager can help them create a personalized budget that takes into account their income and expenses, and helps them make the most out of their money. Additionally, a wealth manager can help residents of Lewisburg, PA with retirement planning, investment strategy, and tax planning. With the help of a wealth manager, residents of Lewisburg, PA can feel more confident about their financial future and achieve their financial goals.

Financial Advisor

Residents of Lewisburg, PA can greatly benefit from the expertise of a financial advisor in a number of ways. For example, many people in this area may be looking to invest in the local real estate market, which can be complex and difficult to navigate without professional guidance. Additionally, with Bucknell University located in Lewisburg, there may be many families looking for help with college savings plans and other education-related expenses. A financial advisor can also assist with retirement planning, tax strategies, and overall wealth management. Ultimately, working with a financial advisor can help residents of Lewisburg achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lewisburg, PA would greatly benefit from the assistance of a mortgage loan officer. With the town's charming historic district and proximity to Bucknell University, many residents are looking to purchase their first home or refinance their current mortgage. A mortgage loan officer can guide residents through the complex process of obtaining a loan, ensuring they receive the best possible terms and rates. Additionally, Lewisburg's economy is heavily reliant on small businesses, and a mortgage loan officer can provide valuable support to entrepreneurs looking to purchase or expand their commercial properties. With their expertise and personalized service, a mortgage loan officer can help residents of Lewisburg achieve their dreams of homeownership and business success.

Tax Services

Residents of Lewisburg, PA can benefit from the expertise of a tax advisor in several ways. For example, Lewisburg is home to Bucknell University, which means that many residents are either employed by the university or have children attending it. A tax advisor can help these individuals navigate the complexities of education-related tax credits and deductions. Additionally, Lewisburg is located in Union County, which has its own unique tax laws and regulations. A tax advisor who is familiar with these local laws can help residents maximize their tax savings and avoid costly mistakes. Whether it's helping with tax planning, preparing tax returns, or providing advice on tax-related issues, a tax advisor can be an invaluable resource for residents of Lewisburg, PA.


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