Estate Planning Attorneys in Miami County, OH

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List of Firms

Top Miami County, OH Estate Planning Law Firms

Dungan & LeFevre
5 out of 5
Location 210 W Main St, Troy, OH 45373, USA
Phone (937) 770-6225
Language https://www.dunganattorney.com/?npcmp=dir:local:1240685:45373
Directions
Cooper, Adel, Vu & Associates, LPA - Sidney
SEC File# 801-72687
CRD# 158819
5 out of 5
Location 2190 Wapakoneta Ave, Sidney, OH 45365, USA
Phone (800) 798-5297
Language https://www.cooperadelvu.com/sidney
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Buecker Davis & Gunter Co. LPA
4 out of 5
Location 306 High St, Piqua, OH 45356, USA
Phone (937) 778-8000
Language http://bdglawoffice.com/
Directions
George H. Lovett - Lovett & House Co., LPA
4 out of 5
Location 304 N Hyatt St, Tipp City, OH 45371, USA
Phone (937) 667-8805
Language https://lovettlawoffice.com/george-h-lovett/
Directions
Estate Planning Lawyers in Miami County, OH

Where Estate Planners in Miami County, OH Serve

Miami County, OH is a vibrant and thriving community located in the southwestern region of the state. With a rich history dating back to the early 1800s, this county is home to a variety of landmarks that celebrate its past and present. From the stunning Miami County Courthouse to the iconic Johnston Farm and Indian Agency, there is no shortage of historic sites to explore. In addition to its landmarks, Miami County is also home to a diverse range of top employers, including world-renowned companies like Hobart Corporation, Crown Equipment Corporation, and even the U.S. Air Force. These employers provide a wealth of job opportunities for residents and contribute to the county's strong economy. When it comes to transportation, Miami County is well-connected to the rest of the state and beyond. Major highways like I-75, I-70, and US-36 run through the county, providing easy access to nearby cities like Dayton and Columbus.

Financial Services Related to Estate Planning in Miami County, OH

Banks and Credit Unions

Residents of Miami County, OH can benefit from a bank in several ways. Firstly, a bank can offer financial services such as savings accounts, checking accounts, and loans to help residents manage their money. In Miami County, where agriculture is a significant industry, banks can provide loans to farmers for equipment and land purchases. Additionally, banks can offer financial education and advice to help residents make informed decisions about their finances. For example, with the high cost of healthcare in Miami County, a bank can provide information on health savings accounts and other options to help residents manage medical expenses. Overall, a bank can be a valuable resource for residents of Miami County, OH in managing their finances and achieving their financial goals.

Insurance Broker

Residents of Miami County, OH can benefit greatly from the services of an insurance broker. With an insurance broker, residents can receive personalized assistance in finding the most suitable insurance policies for their unique needs. For example, Miami County is known for its strong agricultural industry, and an insurance broker can help farmers find coverage for their crops, livestock, and equipment. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring that they have access to the best possible coverage for themselves and their families. Overall, an insurance broker can provide peace of mind and financial security to the residents of Miami County, OH.

Retirement Planning

Residents of Miami County, OH can benefit greatly from the services of a retirement planner. One of the most common ways they can be helped is by creating a personalized retirement plan that takes into account their unique financial situation and goals. This can include strategies for maximizing social security benefits, managing investments, and minimizing taxes. In Miami County, where the cost of living is lower than in many other parts of Ohio, a retirement planner can help residents make the most of their retirement savings and ensure they have enough money to live comfortably throughout their golden years. With the help of a retirement planner, residents of Miami County can feel confident in their financial future and enjoy a worry-free retirement.

Wealth Management

Residents of Miami County, OH can benefit greatly from the services of a wealth manager. One specific way they can be helped is by creating a personalized financial plan that takes into account the unique economic landscape of the county. Miami County is home to a diverse range of industries, including manufacturing, agriculture, and healthcare. A wealth manager can help residents navigate these different sectors and make informed investment decisions based on their individual goals and risk tolerance. Additionally, with the county's proximity to major metropolitan areas like Dayton and Cincinnati, a wealth manager can help residents take advantage of opportunities for growth and diversification beyond the local economy. Overall, a wealth manager can provide valuable guidance and expertise to help residents of Miami County achieve their financial objectives and secure their long-term financial future.

Financial Advisor

Residents of Miami County, OH can benefit greatly from the guidance and expertise of a financial advisor. With a population of over 100,000, Miami County is home to a diverse range of individuals, families, and businesses, each with their own unique financial goals and challenges. A financial advisor can provide personalized advice and support to help residents navigate complex financial issues, such as retirement planning, investment strategies, and debt management. Additionally, a financial advisor can help Miami County residents understand the local economic landscape and make informed decisions about their finances in the context of the community. Whether it's planning for college tuition, saving for a down payment on a home, or preparing for retirement, a financial advisor can provide valuable insights and resources to help Miami County residents achieve their financial goals.

Mortgage Loan Officer

Residents of Miami County, OH can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by assisting residents in finding the right mortgage program to suit their individual needs. Miami County is home to a diverse population with varying credit scores, income levels, and financial goals, so it's essential to work with a professional who can provide personalized advice and guidance. Additionally, a mortgage loan officer can help residents navigate the complex mortgage application process, ensuring that they have all the necessary documentation and information to secure a loan. This can be especially helpful for first-time homebuyers or those who have had credit challenges in the past. Overall, working with a mortgage loan officer can be a valuable resource for residents of Miami County looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of Miami County, OH can benefit greatly from the expertise of a tax advisor. With the complex and ever-changing tax laws, it can be challenging to navigate the tax landscape alone. A tax advisor can help Miami County residents with tax planning, tax preparation, and tax resolution. Additionally, Miami County has a significant agricultural industry, and a tax advisor can provide guidance on tax implications related to farming and agriculture. With a tax advisor's help, Miami County residents can maximize their deductions, minimize their tax liability, and ensure that they are in compliance with all tax laws and regulations. Overall, a tax advisor can provide peace of mind and financial stability for Miami County residents.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Miami County, OH can provide a range of services to help individuals and families plan for the future. These services may include drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the client's wishes. Additionally, an estate planning lawyer can help clients minimize taxes and avoid probate, which can be a complex and time-consuming process in Ohio. One unique aspect of estate planning in Miami County is the prevalence of family-owned farms and businesses. An experienced estate planning lawyer can help these clients develop succession plans to ensure that their businesses and properties are passed down to future generations in a smooth and efficient manner. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's legacy is protected for years to come.

Miami County, OH is the quintessential location to find an estate planning lawyer. Nestled in the heart of Ohio, Miami County boasts a unique blend of urban and rural landscapes, making it a prime destination for those seeking legal counsel. With a population of over 100,000, Miami County is home to a plethora of experienced attorneys who specialize in estate planning. What sets Miami County apart from other locations is its rich history and deep-rooted sense of community. The county is home to several historical landmarks, including the Piqua Historical Area State Memorial and the Johnston Farm and Indian Agency. This sense of history and community is reflected in the legal profession, where attorneys prioritize building strong relationships with their clients. Miami County's attorneys are known for their burstiness and complexity, crafting legal documents that are comprehensive and tailored to each client's unique needs. With its rich history, sense of community, and experienced attorneys, Miami County is undoubtedly the best place to find an estate planning lawyer.