Estate Planning Attorneys in Milton, GA

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List of Firms

Top Milton, GA Estate Planning Law Firms

The Stewart Law Practice, PC
4 out of 5
Location 3755 Marconi Dr Suite 102, Alpharetta, GA 30005, USA
Phone (678) 630-1053
Directions
Kimberly Gauger, Attorney - Gauger & Associates
Location 12220 Birmingham Hwy #30, Milton, GA 30004, USA
Phone (770) 992-2280
Directions
Sparks Law
5 out of 5
Location 11539 Park Woods Cir STE 304, Alpharetta, GA 30005, USA
Phone (470) 268-5234
Directions
Windward Law Group
4 out of 5
Location 12600 Deerfield Pkwy #125, Alpharetta, GA 30004, USA
Phone (678) 684-1500
Directions
J. Christopher Miller
5 out of 5
Location 11800 Amber Park Dr, Alpharetta, GA 30009, USA
Phone (678) 746-2900
Directions
Campbell & Brannon - Alpharetta
5 out of 5
Location 2500 Northwinds Pkwy Suite 160, Alpharetta, GA 30009, USA
Phone (770) 521-1180
Directions
Georgia Estate & Elder Law, LLC
5 out of 5
Location 2900 Chamblee Tucker Rd building 14 suite 100, Atlanta, GA 30341, USA
Phone (770) 854-0688
Directions
GA Estate Planning & Probate
5 out of 5
Location 1215 Hightower Trail Building C, Atlanta, GA 30350, USA
Phone (678) 325-0345
Directions
Scarborough Law LLC
5 out of 5
Location Deerfield Corporate Centre One, 13010 Morris Rd Ste 650, Alpharetta, GA 30004, USA
Phone (844) 329-6469
Directions
Atlanta Wills + Trusts Law Group by Refeca Law, LLC
5 out of 5
Location 290 S Main St Suite 300, Alpharetta, GA 30009, USA
Phone (770) 508-6525
Directions
James A. Nystrom
Location 12600 Deerfield Pkwy #125, Alpharetta, GA 30004, USA
Phone (678) 503-4292
Directions
Estate Planning Lawyers in Milton, GA

Where Estate Planners in Milton, GA Serve

Milton, GA is a picturesque city located in Fulton County, Georgia. Its charming neighborhoods are dotted with stunning landmarks, including the historic Birmingham Crossroads, the Milton Log Cabin, and the serene Bell Memorial Park. The city is home to several top employers, such as Verizon Wireless, UPS, and the Fulton County School District. Major highways and streets, such as GA-400 and Windward Parkway, make it easy for residents to commute to nearby cities. The neighborhoods of Milton are diverse and offer a range of housing options, from sprawling estates to cozy cottages. Overall, Milton is a hidden gem in the heart of Georgia, offering residents a unique blend of small-town charm and big-city amenities.

Financial Services Related to Estate Planning in Milton, GA

Banks and Credit Unions

Residents of Milton, GA would be helped by a bank in several ways. Firstly, banks can provide financial assistance to those who are looking to purchase a home in Milton, which is known for its high-end real estate market. Additionally, banks can help residents with their day-to-day banking needs, such as opening a checking or savings account, applying for a credit card, or obtaining a loan. Banks can also offer investment opportunities to those who are looking to grow their wealth. Furthermore, as Milton is a growing community, banks can help support local businesses and entrepreneurs by providing them with loans and financial advice. Overall, a bank can play a crucial role in the financial well-being of the residents of Milton, GA.

Insurance Broker

Residents of Milton, GA can benefit greatly from the services of an insurance broker. With the town's high median household income and affluent population, an insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their unique needs. For example, Milton is home to many equestrian enthusiasts who may require specialized insurance for their horses and equipment. An insurance broker can help these residents find the right coverage to protect their investments. Additionally, with Milton's proximity to Atlanta and the potential for severe weather, an insurance broker can help residents prepare for natural disasters and ensure they have adequate coverage for any potential damage to their homes or property. Overall, an insurance broker can provide valuable guidance and support to the residents of Milton, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Milton, GA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings and investments. This is especially important in Milton, where the cost of living is relatively high compared to other areas in Georgia. A retirement planner can help residents navigate the complex world of retirement planning and provide customized solutions that fit their unique needs and goals. Additionally, a retirement planner can assist with estate planning, tax planning, and long-term care planning, which are all crucial aspects of retirement planning. With the help of a retirement planner, residents of Milton can feel confident that they are on the right track towards a secure and comfortable retirement.

Wealth Management

Residents of Milton, GA could greatly benefit from the services of a wealth manager in a variety of ways. One specific need that stands out in this affluent community is the management of large estates and inheritances. Many families in Milton have accumulated significant wealth through successful businesses or investments, and may not know how to best manage those assets for future generations. A wealth manager can provide guidance on tax planning, investment strategies, and estate planning to ensure that wealth is preserved and passed down to heirs in a responsible and efficient manner. Additionally, a wealth manager can help Milton residents navigate complex financial situations such as divorce or retirement planning, providing peace of mind and a solid financial foundation for the future.

Financial Advisor

Residents of Milton, GA could benefit greatly from the guidance of a financial advisor. With a median household income of over $120,000, many residents may have complex financial situations that require expert advice. A financial advisor could help them create a personalized budget, develop a savings plan, and invest wisely to help them achieve their financial goals. Additionally, with the cost of living in Milton being higher than the national average, a financial advisor could help residents navigate the local real estate market and make informed decisions about buying or selling property. Overall, a financial advisor could provide invaluable support to residents of Milton, helping them to make smart financial choices and secure their financial future.

Mortgage Loan Officer

Residents of Milton, GA can greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents find the best mortgage rates and loan options, providing guidance on the home buying process, and helping residents navigate the complex world of mortgage financing. In particular, residents of Milton, GA may benefit from the expertise of a mortgage loan officer who is familiar with the local real estate market and can provide personalized advice based on the unique needs and preferences of residents in this area. Whether residents are looking to purchase their first home or refinance an existing mortgage, a mortgage loan officer can provide valuable support and guidance throughout the entire process.

Tax Services

Residents of Milton, GA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. This is especially important in Milton, where many residents own businesses or work in high-paying industries. A tax advisor can help residents navigate complex tax laws and regulations to ensure they are minimizing their tax liability and maximizing their tax savings. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's long-term financial well-being. Overall, working with a tax advisor can provide valuable peace of mind and help residents make informed financial decisions.

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