Estate Planning Attorneys in Montgomery County, MD

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List of Firms

Top Montgomery County, MD Estate Planning Law Firms

Altman & Associates
4 out of 5
Location 11300 Rockville Pike UNIT 708, Rockville, MD 20852, USA
Phone (301) 468-3220
Mindy Felinton - Felinton Elder Law & Estate Planning Centers
4 out of 5
Location 932 Hungerford Dr Suite 29A, Rockville, MD 20850, USA
Phone (301) 610-0055
The Eleff Law Group
5 out of 5
Location 7315 Wisconsin Avenue, Suite 400 West, Bethesda, MD 20814, USA
Phone (301) 857-1990
The Tyra Law Firm, LLC
5 out of 5
Location 199 E Montgomery Ave #100, Rockville, MD 20850, USA
Phone (301) 315-0811
Simpson Law, PA
5 out of 5
Location 2000 Spencerville Rd, Spencerville, MD 20868, USA
Phone (301) 421-0190
Estate Planning Lawyers in Montgomery County, MD

Where Estate Planners in Montgomery County, MD Serve

Montgomery County, MD is a vibrant and diverse community located in the heart of Maryland. From the bustling streets of Bethesda to the rolling hills of Potomac, this county is home to a plethora of landmarks and attractions that draw visitors from all over the world. The National Institutes of Health, Walter Reed National Military Medical Center, and the National Institute of Standards and Technology are just a few of the top employers in the area. Major highways like I-270 and the Capital Beltway make it easy to get around, while streets like Rockville Pike and Wisconsin Avenue offer a variety of shopping, dining, and entertainment options. Neighborhoods like Chevy Chase, Silver Spring, and Germantown offer a mix of urban and suburban living, with everything from high-rise apartments to sprawling estates. Whether you're a lifelong resident or a first-time visitor, Montgomery County, MD has something for everyone.

Financial Services Related to Estate Planning in Montgomery County, MD

Banks and Credit Unions

Residents of Montgomery County, MD can benefit from a bank in a multitude of ways. One of the most common ways is by providing access to financial services that can help them achieve their financial goals. For instance, banks in Montgomery County, MD can offer residents various types of loans, such as home loans and car loans, to help them purchase assets they need. Additionally, banks can provide savings and investment options to help residents grow their wealth over time. Furthermore, banks in Montgomery County, MD can offer services such as bill payment and online banking, which can make it easier for residents to manage their finances. Overall, banks can play a crucial role in helping residents of Montgomery County, MD achieve financial stability and security.

Insurance Broker

Residents of Montgomery County, MD can benefit greatly from the services of an insurance broker. With the county's diverse population and varying insurance needs, an insurance broker can provide personalized guidance and support to help residents find the best insurance coverage for their unique situation. For example, Montgomery County is home to many federal employees who may need specialized insurance coverage, such as Federal Employee Group Life Insurance (FEGLI). An insurance broker can help navigate the complex world of federal employee benefits and ensure that residents have the coverage they need. Additionally, with the high cost of living in Montgomery County, an insurance broker can help residents find affordable insurance options that still provide adequate coverage. Overall, an insurance broker can be a valuable resource for Montgomery County residents looking to protect themselves and their families.

Retirement Planning

Residents of Montgomery County, MD can greatly benefit from the services of a retirement planner. With the county's high cost of living and large population of retirees, it can be challenging for individuals to navigate their financial future. A retirement planner can provide personalized guidance on saving for retirement, managing investments, and creating a sustainable income stream in retirement. In addition, Montgomery County has a diverse population with varying cultural and financial backgrounds, making it important for a retirement planner to have a deep understanding of the community's unique needs and preferences. By working with a retirement planner, residents of Montgomery County can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Montgomery County, MD can benefit greatly from the services of a wealth manager. With its high cost of living and affluent population, Montgomery County presents unique financial challenges that require the expertise of a professional. A wealth manager can help residents navigate complex tax laws and investment options, as well as provide personalized advice on retirement planning and estate planning. Additionally, with the county's proximity to Washington D.C. and the federal government, many residents may have unique financial considerations related to their employment or government benefits. A wealth manager can provide guidance on maximizing these benefits and ensuring financial stability for the future. Overall, a wealth manager can be an invaluable resource for Montgomery County residents looking to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Montgomery County, MD could greatly benefit from the assistance of a financial advisor in a number of ways. One specific area where a financial advisor could be particularly helpful is in navigating the county's high cost of living. With a median household income of over $100,000 and a thriving job market, Montgomery County is an attractive place to live. However, this prosperity comes with a price tag, as the cost of living in the area is significantly higher than the national average. A financial advisor could help residents make the most of their income by creating a budget, identifying areas where they can save money, and developing a long-term financial plan that takes into account the unique challenges of living in Montgomery County.

Mortgage Loan Officer

Residents of Montgomery County, MD can benefit greatly from the services of a mortgage loan officer. These professionals can help residents obtain the financing they need to purchase a home in one of the most expensive counties in the country. With the median home price in Montgomery County hovering around $500,000, many residents require assistance in securing a mortgage. A loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and terms, completing paperwork, and meeting eligibility requirements. Additionally, loan officers can provide valuable advice and guidance throughout the home buying process, helping residents make informed decisions and avoid costly mistakes. Overall, the services of a mortgage loan officer can make a significant difference for residents of Montgomery County, MD looking to purchase a home.

Tax Services

Residents of Montgomery County, MD can benefit greatly from the expertise of a tax advisor. With its high cost of living and complex tax laws, Montgomery County presents a unique challenge for taxpayers. A tax advisor can help residents navigate the intricacies of state and local tax codes, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. By working with a tax advisor, residents of Montgomery County can feel confident that they are making informed financial decisions and maximizing their tax savings.


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