Estate Planning Attorneys in Matthews, NC

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Top Matthews, NC Estate Planning Law Firms

Weaver Bennett & Bland, P.A., Attorneys at Law
4 out of 5
Location 196 N Trade St, Matthews, NC 28105, USA
Phone (704) 844-1400
Curcio Anderson Law
5 out of 5
Location 10550 Independence Pointe Pkwy Suite 301, Matthews, NC 28105, USA
Phone (704) 459-5539
Garrity & Gossage, LLP
5 out of 5
Location 344 W John St, Matthews, NC 28105, USA
Phone (704) 841-0661
Landon A. Dunn, PA + Real Estate Attorney Matthews NC
4 out of 5
Location 624 Matthews-Mint Hill Rd Suite 146, Matthews, NC 28105, USA
Phone (704) 688-0505
Weaver & Budd, Attorneys at Law, PLLC
4 out of 5
Location 352 E Charles St, Matthews, NC 28105, USA
Phone (704) 841-0760
Harry Marsh Law
5 out of 5
Location 1320 Matthews-Mint Hill Rd, Matthews, NC 28105, USA
Phone (704) 743-6387
Lesley Keith
Location 1000 Van Buren Ave, Indian Trail, NC 28079, USA
Phone (704) 325-9325
Coan & Farris: Farris Richard
4 out of 5
Location 9715 Northeast Pkwy #100, Matthews, NC 28105, USA
Phone (704) 845-2500
Pilkington Law, PLLC
4 out of 5
Location 624 Matthews-Mint Hill Rd STE 134, Matthews, NC 28105, USA
Phone (704) 846-0683
F. Lee Weaver Law
1 out of 5
Location 10550 Independence Pointe Pkwy #301, Matthews, NC 28105, USA
Phone (704) 841-0760
Estate Planning Lawyers in Matthews, NC

Where Estate Planners in Matthews, NC Serve

Matthews, North Carolina is located in Mecklenburg County and is considered a suburb of Charlotte. The town was incorporated in 1984 and has a population of over 27,000. Major highways in the area include I-485 and Highway 74. Some of the town's top employers are Novant Health Matthews Medical Center, Lowe's, and Target. Matthews is also home to a number of neighborhoods, including Beverly Crest, Idlewild South, and Kilborne.

Financial Services Related to Estate Planning in Matthews, NC

Banks and Credit Unions

Banks in Matthews, NC offer a variety of financial services to residents. These services can range from issuing checks and loans to providing online banking and other electronic services. Banks also offer a variety of account options, such as savings accounts, checking accounts, and certificates of deposit. In addition, banks can provide financial planning advice to help customers save for retirement or other goals.

Insurance Broker

Matthews, NC residents know that when they need insurance services, they can rely on local insurance brokers to help them find the best policies at the best rates. Local brokers have years of experience in the industry and are knowledgeable about the different types of policies available. They can also help residents compare rates from different providers to find the most affordable coverage possible. In addition, brokers are experts in filing claims and helping policyholders navigate through the complex process of recovering from a loss.

Retirement Planning

Matthews, NC residents can benefit from retirement planning in a number of ways. One of the most important benefits is that it can help ensure that you have enough money to live on during retirement. Retirement planning can also help you avoid having to work longer than you planned, or taking out loans in retirement. Additionally, retirement planning can help reduce your taxes and provide other financial advantages.

Wealth Management

Residents of Matthews, NC can benefit from wealth management services in order to protect their assets and grow their net worth. Wealth management services can provide guidance on a wide range of financial topics, from saving for retirement to investing in stocks and bonds. By working with a wealth manager, Matthews, NC residents can make the most of their money and achieve their financial goals.

Financial Advisor

Services financial advisors can provide to Matthews, NC residents include: creating a budget, saving for retirement, investing money wisely, and more. Financial advisors can help people in Matthews make the most of their money and plan for their future.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Matthews, NC residents. These services include helping people find the best mortgage rates, working with them to secure loans, and helping them understand the terms of their mortgages. In addition, mortgage loan officers can also help people refinance their mortgages and renegotiate the terms of their loans. They can also provide guidance on how to save money on interest payments and how to get the best deals on home mortgages.

Tax Services

Residents of Matthews, NC, can receive a variety of tax services from local accountants. Services offered include individual and business income tax preparation, bookkeeping, and estate and trust taxation. In addition, many accountants offer consultation services to help taxpayers understand their tax obligations and file their returns correctly. Residents can find a list of qualified local accountants on the town website or through word-of-mouth referrals.


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