Estate Planning Attorneys in Montgomery, OH

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List of Firms

Top Montgomery, OH Estate Planning Law Firms

Phillips Law Firm, Inc.
5 out of 5
Location 9521 Montgomery Rd, Cincinnati, OH 45242, USA
Phone (513) 985-2500
Directions
SINGLER LAW LLC James A. Singler, Attorney
5 out of 5
Location 8050 Hosbrook Rd Suite 100, Cincinnati, OH 45236, USA
Phone (513) 486-0000
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Paul Kellogg Estate & Business Attorney
5 out of 5
Location 9521 Montgomery Rd Suite 100, Cincinnati, OH 45242, USA
Phone (513) 985-2500
Directions
Stiebel Law Firm
Location 10700 Montgomery Rd Suite 212, Cincinnati, OH 45242, USA
Phone (513) 725-3785
Directions
The Toron Law Firm
5 out of 5
Location 4555 Lake Forest Dr Suite 650, Cincinnati, OH 45242, USA
Phone (513) 563-3007
Directions
Donnellon Meghan D
5 out of 5
Location 9079 Montgomery Rd, Cincinnati, OH 45242, USA
Phone (513) 891-7087
Directions
Arthur W. Harmon, Jr. Attorney at Law LLC
4 out of 5
Location 8044 Montgomery Rd Suite 700, Cincinnati, OH 45236, USA
Phone (513) 793-1991
Directions
Dennison Keller LLC
5 out of 5
Location 4240 Hunt Rd, Cincinnati, OH 45242, USA
Phone (513) 818-1111
Directions
Harlow Law Office, Ltd.
5 out of 5
Location 4050 Executive Park Dr #420, Sharonville, OH 45241, USA
Phone (513) 440-9384
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Wagner Law LLC
4 out of 5
Location 9435 Waterstone Blvd #140, Cincinnati, OH 45249, USA
Phone (513) 336-7200
Directions
Dusterberg Richard B
5 out of 5
Location 9157 Montgomery Rd # 203, Cincinnati, OH 45242, USA
Phone (513) 791-6500
Directions
The Weaver Firm, LLC
Location 11230 Cornell Park Dr, Cincinnati, OH 45242, USA
Phone (513) 226-1468
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Drake Law Practice LLC
5 out of 5
Location 9200 Montgomery Rd # 8A, Cincinnati, OH 45242, USA
Phone (513) 891-2225
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Donnellon Donnellon & Miller - Attorneys at Law
5 out of 5
Location 9079 Montgomery Rd, Cincinnati, OH 45242, USA
Phone (513) 891-7087
Directions
Zimmer Law Firm
5 out of 5
Location 9825 Kenwood Rd UNIT 201, Blue Ash, OH 45242, USA
Phone (513) 721-1513
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Allen Law Firm, LLC
4 out of 5
Location 8469 Mason Montgomery Rd #2, Mason, OH 45040, USA
Phone (513) 229-2900
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Mathews and Mathews Co., L.P.A.
5 out of 5
Location 9109 Montgomery Rd, Cincinnati, OH 45242, USA
Phone (513) 351-1525
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Kamine & Schilling LLC
3 out of 5
Location 9200 Montgomery Rd # 22B, Cincinnati, OH 45242, USA
Phone (513) 721-6151
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Eric D. Bender
4 out of 5
Location 9764 Kenwood Rd, Blue Ash, OH 45242, USA
Phone (513) 891-5630
Directions
The Rosenbauer Law Office, LLC
5 out of 5
Location 7334 Tylers Corners Dr Suite 450, West Chester Township, OH 45069, USA
Phone (513) 463-6789
Directions
Kennedy & Kennedy Co. L.P.A.
Location 10723 Montgomery Rd, Cincinnati, OH 45242, USA
Phone (513) 489-4157
Directions
Charles S. Kamine
1 out of 5
Location 9200 Montgomery Rd, Cincinnati, OH 45242, USA
Phone (513) 721-6151
Directions
John E. Stillpass Attorneys at Law
5 out of 5
Location 4901 Hunt Rd UNIT 103, Cincinnati, OH 45242, USA
Phone (513) 936-0800
Directions
King, Koligian & Associates, LLC
5 out of 5
Location 9370 Main St Suite A, Montgomery, OH 45242, USA
Phone (513) 506-1025
Directions
Estate Planning Lawyers in Montgomery, OH

Where Estate Planners in Montgomery, OH Serve

Montgomery, OH is a picturesque city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Montgomery Inn to the iconic Swaim Park, there is no shortage of places to explore in this vibrant community. Some of the top employers in the area include Bethesda North Hospital, Procter & Gamble, and Cincinnati Children's Hospital Medical Center, providing ample job opportunities for residents. Major highways such as I-71 and I-275 make commuting a breeze, while notable streets like Montgomery Road and Cooper Road offer easy access to shopping, dining, and entertainment. With neighborhoods like The Village, Stonebridge, and The Woods, Montgomery offers a diverse range of housing options for families and individuals alike.

Financial Services Related to Estate Planning in Montgomery, OH

Banks and Credit Unions

Residents of Montgomery, OH can benefit from a bank in many ways. One of the most common ways is through personal banking services, such as checking and savings accounts, loans, and credit cards. These services can help residents manage their finances and achieve their financial goals. Additionally, many banks offer online and mobile banking options, which can be especially helpful for busy residents who prefer to manage their finances on the go. Another way that banks can help residents is by offering financial advice and education, which can help them make informed decisions about their money. For example, banks may offer workshops or seminars on topics such as budgeting, saving for retirement, or investing. Overall, a bank can be a valuable resource for residents of Montgomery, OH who are looking to improve their financial well-being.

Insurance Broker

Residents of Montgomery, OH can benefit greatly from the services of an insurance broker. An insurance broker can help residents of Montgomery, OH navigate the complex world of insurance policies, ensuring that they find the coverage that best fits their needs and budget. This is especially important in Montgomery, OH, where severe weather events like tornadoes and floods are not uncommon. An insurance broker can help residents of Montgomery, OH find policies that cover these types of events, giving them peace of mind and protection against financial loss. Additionally, an insurance broker can help residents of Montgomery, OH understand the nuances of different insurance policies, such as deductibles and exclusions, so they can make informed decisions about their coverage. Overall, an insurance broker is a valuable resource for residents of Montgomery, OH who want to ensure that they are adequately protected against life's unexpected events.

Retirement Planning

Residents of Montgomery, OH can benefit from the services of a retirement planner in various ways. One of the most common ways is by helping them to create a retirement plan that is tailored to their specific needs and goals. This is particularly important in Montgomery, OH, where the cost of living is relatively high compared to other cities in Ohio. A retirement planner can help residents to develop a plan that takes into account their current financial situation, their desired lifestyle in retirement, and the potential risks and challenges they may face along the way. This can include strategies for maximizing Social Security benefits, managing investments, and minimizing taxes, among other things. By working with a retirement planner, residents of Montgomery, OH can feel more confident and secure in their financial future.

Wealth Management

Residents of Montgomery, OH can benefit greatly from the services of a wealth manager. One of the most common ways they can be helped is by creating a personalized financial plan that takes into account their unique circumstances and goals. For example, Montgomery is a wealthy suburb of Cincinnati with a high cost of living, so a wealth manager can help residents navigate the complexities of managing their finances in such an environment. They can provide guidance on investment strategies, retirement planning, tax optimization, and estate planning, among other things. By working with a wealth manager, residents can achieve greater financial security and peace of mind, knowing that their money is being managed in a way that aligns with their goals and values.

Financial Advisor

Residents of Montgomery, OH could benefit from the guidance of a financial advisor in a variety of ways. For example, a financial advisor could help residents create a budget and savings plan to achieve their financial goals, such as saving for retirement or paying off debt. Additionally, a financial advisor could provide advice on investments and help residents make informed decisions about their portfolios. Montgomery, OH is a suburban city with a high median household income, so a financial advisor could also help residents navigate the unique financial challenges that come with living in an affluent area, such as managing a large mortgage or planning for estate taxes. Overall, a financial advisor could provide valuable support and expertise to help residents of Montgomery, OH achieve financial stability and success.

Mortgage Loan Officer

Residents of Montgomery, OH can benefit greatly from the expertise of a mortgage loan officer. These professionals can help guide residents through the process of buying a home, from pre-approval to closing. In Montgomery, OH, where the median home value is $479,000, a mortgage loan officer can assist residents in finding the best loan options to fit their budget and financial goals. They can also help residents understand the various types of mortgages available and the associated costs, such as closing costs and down payments. Additionally, a mortgage loan officer can provide valuable advice on improving credit scores and increasing the chances of loan approval. With the help of a mortgage loan officer, residents of Montgomery, OH can navigate the complex world of home buying with confidence and ease.

Tax Services

Residents of Montgomery, OH can greatly benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that apply to Montgomery, OH. They can also help residents minimize their tax liability by identifying deductions and credits that they may have missed. Additionally, a tax advisor can assist residents with tax planning, such as creating a budget and setting financial goals. Montgomery, OH is known for its high-income households, and a tax advisor can provide valuable guidance on how to manage their finances effectively. With a tax advisor's help, residents can make informed decisions about their money and avoid costly mistakes.

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