Estate Planning Attorneys in Marion County, OR

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List of Firms

Top Marion County, OR Estate Planning Law Firms

Keith Taylor Law Group, P.A. - Marion County Florida Attorneys
5 out of 5
Location 12017 S Williams St, Dunnellon, FL 34432, USA
Phone (352) 547-1867
Adam Warnke Elder Law and Estate Planning
5 out of 5
Location 5827 N Post Rd, Indianapolis, IN 46216, USA
Phone (317) 721-5298
Stockton and Stern, LLC
5 out of 5
Location 952 E Lincoln Ln, Gardner, KS 66030, USA
Phone (913) 856-2828
Stockton and Stern, LLC
5 out of 5
Location 9401 Indian Creek Pkwy Suite 700, Overland Park, KS 66210, USA
Phone (913) 521-2828
Tyler Ginn, Attorney at Law
5 out of 5
Location 205 Block St Suite 201, Marion, AR 72364, USA
Severns & Howard, P.C.
5 out of 5
Location 10293 N Meridian St Suite 150, Carmel, IN 46290, USA
Phone (800) 335-3971
Estate Planning Lawyers in Marion County, OR

Where Estate Planners in Marion County, OR Serve

Marion County, located in the heart of Oregon, boasts an array of landmarks that are a testament to its rich history. From the historic Oregon State Capitol to the towering Silver Falls State Park, there is no shortage of sights to see in this vibrant county. The top employers in Marion County span a wide range of industries, from healthcare and education to manufacturing and agriculture. These include Salem Health, Chemeketa Community College, NORPAC Foods, and Wilco Farmers. Major highways and streets crisscross Marion County, making it easily accessible to visitors and residents alike. These include Interstate 5, Highway 22, and Commercial Street in Salem. Marion County is home to a diverse range of neighborhoods, each with its own unique character. From the charming Victorian homes of the Grant neighborhood to the modern developments of West Salem, there is something for everyone in this bustling county.

Financial Services Related to Estate Planning in Marion County, OR

Banks and Credit Unions

Residents of Marion County, OR would greatly benefit from a bank in several ways. Firstly, a bank can provide financial security to individuals by offering savings accounts, checking accounts, and other investment options. This is particularly important in Marion County, where the cost of living is on the rise and many residents struggle to make ends meet. Additionally, a bank can provide loans to individuals and small businesses, allowing them to invest in their future and grow their wealth. Finally, banks can offer financial education programs to help residents make informed decisions about their money and plan for their future. In a county like Marion, where many individuals may not have access to financial resources, a bank can be a valuable partner in helping them achieve their financial goals.

Insurance Broker

Residents of Marion County, OR can benefit greatly from the services of an insurance broker. With the county's diverse population and unique needs, an insurance broker can help residents navigate the complex world of insurance and find the right coverage for their individual situations. For example, Marion County is home to many small business owners who may need assistance finding the right insurance policies to protect their businesses from liability and other risks. An insurance broker can also help residents understand the nuances of health insurance and find a plan that fits their specific health needs and budget. Additionally, with the potential for natural disasters such as earthquakes and wildfires in the area, an insurance broker can help residents ensure they have adequate coverage to protect their homes and belongings.

Retirement Planning

Residents of Marion County, OR can greatly benefit from the services of a retirement planner. With a population of over 340,000 people, many individuals in the county are approaching retirement age and may need guidance on how to best manage their finances during their golden years. A retirement planner can assist with creating a comprehensive financial plan that takes into account factors such as Social Security benefits, pensions, and savings. Additionally, residents of Marion County may have unique considerations, such as the high cost of living in the state of Oregon, that a retirement planner can address in their planning. By working with a retirement planner, residents of Marion County can ensure that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Marion County, OR could benefit from the services of a wealth manager in several ways. One of the most common ways is through retirement planning. With an aging population in Marion County, many residents are looking for ways to ensure that they can retire comfortably. A wealth manager can help them create a retirement plan that takes into account their current financial situation and future goals. Additionally, a wealth manager can assist with tax planning, investment management, and estate planning, all of which can help residents in Marion County achieve their financial goals and secure their financial future. With the expertise of a wealth manager, residents can feel confident that their finances are in good hands and that they are on track to achieve their financial goals.

Financial Advisor

Residents of Marion County, OR can benefit greatly from the expertise of a financial advisor. With the county's economy heavily reliant on agriculture, many residents may need help navigating the complexities of farm finances, including crop insurance and government subsidies. Additionally, the county has a large population of retirees who may need guidance on managing their retirement savings and creating a sustainable income stream. A financial advisor can also assist with estate planning, helping residents ensure that their assets are passed down to their loved ones in the most tax-efficient way possible. Overall, a financial advisor can provide valuable assistance to Marion County residents in achieving their financial goals and securing their financial futures.

Mortgage Loan Officer

Residents of Marion County, OR would benefit greatly from the services of a mortgage loan officer. With a population of over 300,000 people, Marion County is the fifth most populous county in Oregon. As a result, the housing market can be competitive and challenging to navigate. A mortgage loan officer can provide valuable insight into the home buying process, including information on loan options, interest rates, and down payment requirements. They can also assist with pre-approval, which can give homebuyers a competitive edge in a tight market. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. Overall, a mortgage loan officer can provide invaluable support to residents of Marion County looking to buy or refinance a home.

Tax Services

Residents of Marion County, OR can benefit greatly from the guidance of a tax advisor. With the county's diverse economy, which includes agriculture, manufacturing, and healthcare, there are many unique tax considerations that residents may not be aware of. A tax advisor can help individuals and businesses navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes may impact their tax liability and develop a plan to minimize their tax burden. Whether it's preparing tax returns, providing tax planning advice, or representing clients before the IRS, a tax advisor can provide invaluable support to residents of Marion County, OR.


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