Estate Planning Attorneys in Montgomery, AL

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List of Firms

Top Montgomery, AL Estate Planning Law Firms

Frank Truncali-Attorney at Law
4 out of 5
Location 445 Dexter Ave #4050, Montgomery, AL 36104, USA
Phone (334) 557-7017
Directions
Law Office of Sandra Lewis, PC
4 out of 5
Location 8 Commerce St 7th Floor, Montgomery, AL 36104, USA
Phone (334) 269-5930
Directions
Capell & Howard, P.C. - Attorneys At Law
5 out of 5
Location 150 S Perry St, Montgomery, AL 36104, USA
Phone (334) 241-8000
Directions
The Law Office of Mark Edward Smith
Location 631 S Perry St, Montgomery, AL 36104, USA
Phone (334) 834-8100
Directions
Clenney & Palmer LLC Attorneys at Law
4 out of 5
Location 1761 Taliaferro Trail, 1851 Glynwood Drive, Montgomery, AL 36117, USA
Phone (334) 262-0400
Directions
The Darby Law Firm LLC
4 out of 5
Location 441 High St, Montgomery, AL 36104, USA
Phone (334) 356-3593
Directions
Benkwith & Heard Pc
5 out of 5
Location 4001 Carmichael Rd # 200, Montgomery, AL 36106, USA
Phone (334) 395-9899
Directions
McPhillips Shinbaum, LLP
4 out of 5
Location 516 S Perry St, Montgomery, AL 36104, USA
Phone (334) 262-1911
Directions
Anderson, Williams, & Farrow, L.L.C..
4 out of 5
Location 7515 Halcyon Pointe Dr, Montgomery, AL 36117, USA
Phone (334) 272-9880
Directions
Hill Hill Carter Franco Cole & Black, PC:
5 out of 5
Location 425 S Perry St, Montgomery, AL 36104, USA
Phone (334) 834-7600
Directions
Isaak Law Firm
4 out of 5
Location 2815 Zelda Rd Suite B, Montgomery, AL 36106, USA
Phone (334) 770-4636
Directions
Kelley Legacy Law LLC
5 out of 5
Location 3198 Parliament Cir #301, Montgomery, AL 36116, USA
Phone (334) 801-9797
Directions
Backus Law Group
5 out of 5
Location 472 S Lawrence St Suite 202, Montgomery, AL 36104, USA
Phone (334) 490-6880
Directions
Estate Planning Lawyers in Montgomery, AL

Where Estate Planners in Montgomery, AL Serve

Montgomery, AL is a city rich in history and culture, boasting a plethora of landmarks and attractions. From the iconic Civil Rights Memorial to the historic Alabama State Capitol, there is no shortage of sights to see. The city is home to several top employers, including Hyundai Motor Manufacturing Alabama, Maxwell Air Force Base, and the Montgomery Public School System. Major highways and streets include Interstate 65, US Route 231, and Eastern Boulevard. Montgomery is divided into several unique neighborhoods, each with its own distinct character and charm. From the trendy Cloverdale to the historic Old Cloverdale, there is a neighborhood to suit every taste and lifestyle. With its vibrant culture and rich history, Montgomery is a city that truly has it all.

Financial Services Related to Estate Planning in Montgomery, AL

Banks and Credit Unions

Residents of Montgomery, AL could benefit from a bank in several ways. Firstly, with many residents working in government jobs or the military, a bank can provide financial services tailored to these specific needs. Additionally, Montgomery has a significant population of low-income households, and a bank can offer resources such as credit counseling and assistance with affordable housing loans. Furthermore, with a growing number of small businesses in the area, a bank can provide access to business loans and financial advice to help these businesses thrive. Overall, a bank can provide crucial support to Montgomery residents in navigating their financial needs and achieving their financial goals.

Insurance Broker

Residents of Montgomery, AL can benefit greatly from the services of an insurance broker. These professionals can provide expert guidance on the best insurance policies to meet the unique needs of individuals and families in the area. For example, Montgomery is known for its high rates of severe weather, including tornadoes and thunderstorms. An experienced insurance broker can help residents navigate the complex world of home insurance, ensuring that they have adequate coverage to protect their homes and belongings in the event of a natural disaster. Additionally, an insurance broker can help residents find affordable health insurance options, which can be especially important in a city where many people struggle to access quality healthcare. By working with an insurance broker, Montgomery residents can feel confident that they have the right coverage to protect themselves and their families.

Retirement Planning

Residents of Montgomery, AL could benefit from the services of a retirement planner in a number of ways. For example, a retirement planner could help residents of Montgomery navigate the complex world of retirement savings and investment options, helping them make informed decisions about how to save and invest their money. Additionally, a retirement planner could help residents of Montgomery plan for unexpected expenses or emergencies, ensuring that they have the financial resources they need to weather any storm. Finally, a retirement planner could help residents of Montgomery plan for their long-term care needs, ensuring that they have the resources they need to live comfortably and independently as they age. Given the unique challenges and opportunities of living in Montgomery, AL, working with a retirement planner could be an especially valuable investment for residents of this vibrant and growing city.

Wealth Management

Residents of Montgomery, AL could greatly benefit from the services of a wealth manager. With a median household income of $45,000, many residents may struggle with managing their finances and planning for their future. A wealth manager can provide guidance on investing, retirement planning, and tax strategies to help residents make the most of their money. Additionally, Montgomery has a strong military presence with both Maxwell Air Force Base and Gunter Annex located in the city. A wealth manager can assist military families with unique financial challenges such as frequent moves and deployment. Overall, a wealth manager can provide valuable support and expertise to help residents of Montgomery, AL achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Montgomery, AL could benefit from the guidance of a financial advisor in a multitude of ways. One specific area where a financial advisor could be particularly helpful in this area is in retirement planning. Montgomery has a large retired population, and a financial advisor could assist these individuals in creating a comprehensive retirement plan that takes into account their unique financial situation, goals, and needs. Additionally, a financial advisor could provide guidance on tax planning, investment strategies, and debt management, all of which could help residents of Montgomery achieve their financial goals and improve their overall financial well-being.

Mortgage Loan Officer

Residents of Montgomery, AL can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents with the home buying process. Montgomery, AL is a city with a diverse range of neighborhoods, each with its own unique character and charm. A mortgage loan officer can help residents navigate the complexities of the home buying process, including finding the right mortgage product to fit their needs and budget. Additionally, loan officers can provide guidance on the various home buying programs available in Montgomery, such as down payment assistance programs and first-time homebuyer programs. With the help of a knowledgeable mortgage loan officer, residents of Montgomery, AL can achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Montgomery, AL can benefit from the services of a tax advisor in many ways. For instance, a tax advisor can help residents in Montgomery, AL to navigate the complex tax laws and regulations that are specific to their state. This is important because Montgomery, AL has its own tax laws and regulations that may be different from those in other states. A tax advisor can also help residents to identify tax deductions and credits that they may be eligible for, which can help to reduce their tax liability. Additionally, a tax advisor can help residents to prepare and file their tax returns accurately and on time, which can help to avoid penalties and interest charges. Overall, a tax advisor can provide valuable guidance and support to residents of Montgomery, AL as they navigate the often confusing and overwhelming world of taxes.

Montgomery, AL Financial Resources

Montgomery, AL Chamber of Commerce

https://www.montgomerychamber.com/

Montgomery, AL City Hall

https://www.montgomeryal.gov/

Montgomery, AL Public Library

https://www.mccpl.lib.al.us/

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