Estate Planning Attorneys in Matthews, NC

We did the hard work of finding trustworthy partners in Matthews, NC. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Matthews, NC Estate Planning Law Firms

generic_business-71
Harry Marsh Law
5 out of 5
Location 1320 Matthews-Mint Hill Rd, Matthews, NC 28105, USA
Phone (704) 743-6387
Language https://harrymarshlaw.com/
Directions
generic_business-71
Lesley Keith
Location 1000 Van Buren Ave, Indian Trail, NC 28079, USA
Phone (704) 325-9325
Language http://radiuslaw.com/
Directions
generic_business-71
Curcio Anderson Law
5 out of 5
Location 10550 Independence Pointe Pkwy Suite 301, Matthews, NC 28105, USA
Phone (704) 459-5539
Language http://curcioandersonlaw.com/
Directions
generic_business-71
Garrity & Gossage, LLP
5 out of 5
Location 344 W John St, Matthews, NC 28105, USA
Phone (704) 841-0661
Language http://www.garritygossage.com/
Directions
generic_business-71
Weaver & Budd, Attorneys at Law, PLLC
4 out of 5
Location 352 E Charles St, Matthews, NC 28105, USA
Phone (704) 841-0760
Language https://weaverbuddlaw.com/
Directions
generic_business-71
Coan & Farris: Farris Richard
4 out of 5
Location 9715 Northeast Pkwy #100, Matthews, NC 28105, USA
Phone (704) 845-2500
Directions
generic_business-71
Pilkington Law, PLLC
4 out of 5
Location 624 Matthews-Mint Hill Rd STE 134, Matthews, NC 28105, USA
Phone (704) 846-0683
Language http://plawnc.wix.com/pilkingtonlawnc
Directions
generic_business-71
F. Lee Weaver Law
1 out of 5
Location 10550 Independence Pointe Pkwy #301, Matthews, NC 28105, USA
Phone (704) 841-0760
Language https://weaverbuddlaw.com/
Directions
generic_business-71
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
Language https://www.wbblawyers.com/
Directions
generic_business-71
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
Language https://landondunn.com/
Directions
Estate Planning Lawyers in Matthews, NC

Where Estate Planners in Matthews, NC Serve

Matthews, NC is a charming town located in the southeastern part of Mecklenburg County. It boasts a plethora of landmarks, including the Matthews Community Center, the Matthews Heritage Museum, and the Matthews Farmers Market. The town is also home to major employers such as Novant Health Matthews Medical Center, Harris Teeter, and Family Dollar. When it comes to transportation, Matthews is easily accessible via major highways such as I-485 and US-74, as well as notable streets like Matthews-Mint Hill Road and John Street. The town is further divided into various neighborhoods, each with its own unique character and charm, such as Sardis Forest, Greygate South, and the historic downtown district. With its rich history, diverse community, and convenient location, Matthews is a town that truly has it all.

Financial Services Related to Estate Planning in Matthews, NC

Banks and Credit Unions

Residents of Matthews, NC can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. A bank can help residents manage their finances more effectively and provide them with the tools they need to achieve their financial goals. Additionally, banks can offer financial education and resources that can help residents make informed decisions about their money. For example, a bank in Matthews, NC could provide information on local home buying programs or offer workshops on budgeting and saving for retirement. Overall, a bank can be a valuable resource for residents of Matthews, NC who are looking to improve their financial health and achieve greater financial stability.

Insurance Broker

Residents of Matthews, NC can benefit greatly from the services of an insurance broker. With so many insurance options available, it can be overwhelming to choose the right coverage for your needs. An insurance broker can help navigate the complex world of insurance and find the best policies for you. In Matthews, NC, where severe weather events are common, an insurance broker can help residents find the right coverage to protect their homes and property from damage. Additionally, with the town's growing population, an insurance broker can help individuals and families find affordable health insurance plans that meet their specific needs. Overall, an insurance broker can provide valuable guidance and support to residents of Matthews, NC as they navigate the often confusing world of insurance.

Retirement Planning

Residents of Matthews, NC can greatly benefit from the services of a retirement planner. With its growing population of retirees, a retirement planner can help residents navigate the complex financial landscape of retirement. They can assist with creating a comprehensive retirement plan that takes into account factors such as social security, pensions, and investments. A retirement planner can also help residents understand the tax implications of their retirement income and how to minimize taxes. Furthermore, with Matthews, NC being a popular destination for retirees, a retirement planner can help residents make informed decisions about downsizing, relocating, and long-term care options. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Matthews, NC as they plan for their retirement years.

Wealth Management

Residents of Matthews, NC could benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. The town of Matthews has a growing population of retirees, and a wealth manager can help them navigate the complex world of retirement planning. A wealth manager can help residents of Matthews identify their retirement goals, create a plan to achieve those goals, and manage their investments to ensure they have enough money to live comfortably in retirement. Additionally, a wealth manager can help residents of Matthews with estate planning, tax planning, and investment management. With the help of a wealth manager, residents of Matthews can feel confident that their financial future is in good hands.

Financial Advisor

Residents of Matthews, NC can benefit greatly from the guidance of a financial advisor. With its growing population and thriving economy, Matthews is a city that presents many opportunities for financial growth and stability. A financial advisor can help residents navigate the complexities of investing, retirement planning, and debt management. For example, the advisor can help residents take advantage of the city's robust job market and plan for their future by creating a personalized investment strategy. Additionally, with the average home price in Matthews being higher than the national average, a financial advisor can assist residents in managing their mortgage payments and building equity in their homes. Overall, a financial advisor can provide valuable insights and expertise to help residents of Matthews achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Matthews, NC can benefit greatly from the services offered by a mortgage loan officer. These professionals can help individuals and families navigate the complex process of obtaining a mortgage, whether it be for a new home purchase or a refinance. In Matthews, NC, where the housing market is highly competitive, having a knowledgeable and experienced mortgage loan officer on your side can make all the difference. They can help you understand your options, negotiate the best terms and interest rates, and ensure that you are fully prepared to take on the financial responsibility of homeownership. With their expertise and guidance, residents of Matthews, NC can achieve their dreams of owning a home in this vibrant and growing community.

Tax Services

Residents of Matthews, NC can benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is by ensuring that they are taking advantage of all available deductions and credits when filing their taxes. This is especially important for residents of Matthews, NC who may be eligible for state-specific tax breaks or incentives that they may not be aware of. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring that they are in compliance with all applicable rules. This can be particularly helpful for small business owners and self-employed individuals in Matthews, NC who may have unique tax situations. By working with a tax advisor, residents of Matthews, NC can feel confident that they are making informed decisions about their finances and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Matthews, NC can provide a wide range of services to help individuals and families plan for the future. From drafting wills and trusts to providing guidance on tax and asset protection strategies, these lawyers have the expertise and experience needed to navigate the complex world of estate planning. One specific aspect of Matthews, NC that can make estate planning more complex is the area's rapid growth and development. As the population continues to grow and new businesses and industries move in, it's important for individuals and families to work with a knowledgeable estate planning lawyer to ensure their assets are protected and their wishes are carried out in the event of incapacity or death. Whether you're a longtime resident or a newcomer to Matthews, NC, an estate planning lawyer can help you create a comprehensive plan that meets your unique needs and goals.

Matthews, NC is the ideal location to hire an estate planning lawyer due to its thriving legal community and rich history. With its close proximity to Charlotte, Matthews offers access to top-tier law firms and experienced attorneys who specialize in estate planning. The town itself is also steeped in history, with several historic sites and landmarks that add to its charm and character. Additionally, Matthews boasts a strong sense of community, with numerous local events and festivals that bring residents together. All of these factors make Matthews the perfect place to find an estate planning lawyer who can provide expert guidance and advice on matters related to wills, trusts, and other important legal documents.