Estate Planning Attorneys in Lynnwood, WA

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List of Firms

Top Lynnwood, WA Estate Planning Law Firms

Riach Gese Jacobs, PLLC
4 out of 5
Location 7331 196th St SW, Lynnwood, WA 98036, USA
Phone (425) 776-3191
Directions
Hickman Menashe P.S.
4 out of 5
Location 4211 Alderwood Mall Blvd UNIT 204, Lynnwood, WA 98036, USA
Phone (425) 744-5658
Directions
Curtis, Casteel & Palmer, PLLC
5 out of 5
Location 3400 188th St SW Suite 565, Lynnwood, WA 98037, USA
Phone (425) 409-2745
Directions
Jordan Law Firm pllc
5 out of 5
Location 600 Main St Suite F, Edmonds, WA 98020, USA
Phone (425) 967-3493
Directions
Galvin Realty Law Group
4 out of 5
Location 6100 219th St SW #560, Mountlake Terrace, WA 98043, USA
Phone (425) 248-2163
Directions
Sound Estate Planning, PLLC
5 out of 5
Location 152 3rd Ave S #107, Edmonds, WA 98020, USA
Phone (425) 967-7287
Directions
Estate Planning Lawyers in Lynnwood, WA

Where Estate Planners in Lynnwood, WA Serve

Lynnwood, WA is a bustling city located in the heart of Snohomish County. Home to a variety of landmarks, top employers, major highways and streets, and neighborhoods, this city has something for everyone. One of the most notable landmarks in Lynnwood is the Alderwood Mall, which features over 200 stores and restaurants. The Lynnwood Convention Center is also a popular destination for events and conferences. Top employers in Lynnwood include the Edmonds School District, Swedish Hospital, and the City of Lynnwood. These organizations provide a variety of job opportunities for residents. Major highways and streets in Lynnwood include Interstate 5, Highway 99, and 196th Street SW. These routes provide easy access to neighboring cities and attractions. Lynnwood is home to several distinct neighborhoods, including Martha Lake, Meadowdale, and Lynnwood Heights. Each area has its own unique character and amenities, making it easy to find the perfect place to call home.

Financial Services Related to Estate Planning in Lynnwood, WA

Banks and Credit Unions

Residents of Lynnwood, WA can benefit from a bank in various ways. For instance, the bank can provide them with financial advice and guidance on how to manage their finances effectively. Additionally, they can access loans and credit facilities to help them achieve their financial goals, such as buying a home or starting a business. The bank can also offer services such as online banking and mobile banking to enable residents to access their accounts and carry out transactions conveniently. Moreover, given that Lynnwood is a growing city with a diverse population, the bank can provide multilingual services to cater to the needs of the different communities. Overall, a bank can be a valuable resource for the residents of Lynnwood, WA, helping them to achieve their financial objectives and improve their quality of life.

Insurance Broker

Residents of Lynnwood, WA can greatly benefit from the services of an insurance broker. A broker can help them navigate the complex world of insurance policies and find the best coverage for their specific needs. For example, Lynnwood is located in a region of Washington that is prone to earthquakes. An insurance broker can help residents understand the risks of earthquakes and find a policy that includes earthquake coverage. Additionally, a broker can help residents save money by finding discounts and bundling policies. With the help of an insurance broker, residents of Lynnwood can have peace of mind knowing they have the right insurance coverage for their unique situation.

Retirement Planning

Residents of Lynnwood, WA can greatly benefit from the services of a retirement planner. With the cost of living in Lynnwood being higher than the national average, it can be challenging for retirees to maintain their standard of living without proper financial planning. A retirement planner can help residents of Lynnwood create a personalized plan that takes into account their unique financial situation and goals. This includes strategies for managing retirement income, minimizing taxes, and maximizing social security benefits. Additionally, a retirement planner can provide guidance on estate planning, long-term care, and other important aspects of retirement. By working with a retirement planner, residents of Lynnwood can feel confident that they are on track to achieving their retirement goals and can enjoy their golden years without financial stress.

Wealth Management

Residents of Lynnwood, WA can benefit greatly from the guidance of a wealth manager. With the cost of living in Lynnwood being higher than the national average, a wealth manager can help individuals and families navigate their finances and investments to ensure they are on track to meet their financial goals. In addition, Lynnwood has a large population of retirees who may need assistance with managing their retirement savings and creating a sustainable income stream. A wealth manager can also help residents of Lynnwood navigate the complex tax laws in the state of Washington and ensure they are taking advantage of all available tax benefits. Overall, a wealth manager can provide valuable financial advice and guidance to help residents of Lynnwood achieve financial security and peace of mind.

Financial Advisor

Residents of Lynnwood, WA can benefit from the expertise of a financial advisor in various ways. One of the most common ways is through retirement planning. Lynnwood is a growing city with a significant population of retirees, and a financial advisor can help them create a plan that ensures they have enough savings to maintain their lifestyle during retirement. Additionally, with the high cost of living in the area, a financial advisor can also assist residents in managing their debt and creating a budget that allows them to save for their future. Overall, a financial advisor can provide valuable guidance to residents of Lynnwood, WA in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Lynnwood, WA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage for purchasing a home or refinancing an existing mortgage. One specific way that residents of Lynnwood could be helped is by taking advantage of the city's proximity to Seattle and its booming job market. A mortgage loan officer can help residents secure a mortgage that enables them to purchase a home in Lynnwood, which is a more affordable option than living in Seattle proper. This allows residents to enjoy the benefits of Seattle's job market and cultural offerings while still maintaining a more affordable cost of living. Additionally, a mortgage loan officer can help residents navigate the complex process of securing a mortgage, ensuring that they get the best possible terms and rates.

Tax Services

Residents of Lynnwood, WA could benefit from the expertise of a tax advisor in a number of ways. For example, many Lynnwood residents own small businesses or work as independent contractors, which can complicate their tax situation. A tax advisor can help these individuals navigate the complexities of self-employment taxes and deductions. Additionally, Lynnwood is located in Snohomish County, which has its own unique tax laws and regulations. A tax advisor who is familiar with the local tax code can help residents ensure they are in compliance and taking advantage of any applicable tax breaks. Finally, with the recent changes to federal tax laws, many Lynnwood residents may be unsure of how these changes will impact their tax liability. A tax advisor can provide guidance on how to minimize tax liability and maximize deductions under the new laws.

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