Estate Planning Attorneys in North Bethesda, MD

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List of Firms

Top North Bethesda, MD Estate Planning Law Firms

Trusts and Estates Attorney Kerri Castellini
5 out of 5
Location 110 N Washington St Suite 207, Rockville, MD 20850, USA
Phone (301) 825-9030
Language https://trustandestateslawyers.com/maryland-trusts-and-estates-lawyer/?utm_source=GMBlisting&utm_medium=organic
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Millennium Attorney
5 out of 5
Location 11810 Grand Park Ave Suite 500, North Bethesda, MD 20852, USA
Phone (240) 528-4519
Language http://www.millenniumattorney.com/
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Law Offices of Clifford M. Cohen
5 out of 5
Location 6710a Rockledge Dr #410, Bethesda, MD 20817, USA
Phone (202) 895-2799
Language https://www.cmcohenlaw.com/bethesda-estate-planning-lawyer/
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Gormley Law Office
5 out of 5
Location 10605 Concord St #420, Kensington, MD 20895, USA
Phone (240) 205-7218
Language http://www.gormleylawoffice.com/
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Altman & Associates
4 out of 5
Location 11300 Rockville Pike UNIT 708, Rockville, MD 20852, USA
Phone (301) 468-3220
Language https://www.altmanassociates.net/
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Estate Planning Lawyers in North Bethesda, MD

Where Estate Planners in North Bethesda, MD Serve

North Bethesda, MD is a bustling community located in Montgomery County. This vibrant area is known for its plethora of landmarks, including the Strathmore, a world-class performing arts center that hosts concerts and events year-round. Additionally, the White Flint Mall and Pike & Rose shopping centers offer residents and visitors a variety of shopping and dining options. Top employers in North Bethesda include the National Institutes of Health, Marriott International, and the Nuclear Regulatory Commission. These organizations provide a diverse range of employment opportunities for individuals in the area. Major highways and streets in North Bethesda include Interstate 270, Rockville Pike, and Old Georgetown Road. These thoroughfares provide easy access to nearby cities and towns, as well as the Washington, D.C. metropolitan area. North Bethesda is comprised of several unique neighborhoods, each with its own character and charm.

Financial Services Related to Estate Planning in North Bethesda, MD

Banks and Credit Unions

Residents of North Bethesda, MD can benefit from a bank in a number of ways. One of the most common ways is through access to financial services such as savings accounts, checking accounts, and loans. Banks can also provide financial advice and guidance to help residents achieve their financial goals. Additionally, banks can offer online and mobile banking services, making it easy for residents to manage their finances from anywhere. In particular, with North Bethesda being a hub for technology and biotech companies, banks can offer specialized services to support these industries, such as financing for research and development. Overall, a bank can be an invaluable resource for residents of North Bethesda, helping them to manage their finances and achieve their financial goals.

Insurance Broker

Residents of North Bethesda, MD can benefit greatly from the services of an insurance broker. These professionals can help locals navigate the often confusing and complex world of insurance, ensuring that they have the coverage they need to protect themselves and their families. Specifically, North Bethesda residents may need assistance in finding affordable health insurance options, given the high cost of medical care in the area. An insurance broker can provide guidance on which plans offer the best coverage for the lowest price, helping residents to save money while still receiving the care they need. Additionally, with the prevalence of severe weather in the area, such as thunderstorms and snowstorms, an insurance broker can help residents find policies that cover damage from these events, giving them peace of mind during inclement weather.

Retirement Planning

Residents of North Bethesda, MD can greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. In North Bethesda, where the cost of living is higher than the national average, a retirement planner can help residents navigate the complexities of retirement planning, including managing their expenses and investments. Additionally, a retirement planner can assist in maximizing social security benefits, creating a tax-efficient retirement income strategy, and developing a plan for long-term care. With the help of a retirement planner, residents of North Bethesda can have peace of mind knowing that they are on track to achieving their retirement goals.

Wealth Management

Residents of North Bethesda, MD can benefit greatly from the services of a wealth manager. With its proximity to Washington, D.C., many residents of North Bethesda work in the federal government or in related industries. A wealth manager can help these individuals navigate the complex world of government benefits, retirement plans, and tax laws. Additionally, North Bethesda is home to many affluent families who may have complex financial situations involving multiple income streams, investments, and estate planning. A wealth manager can provide guidance on managing these assets and creating a comprehensive financial plan to achieve their long-term goals. Overall, a wealth manager can provide peace of mind and financial security to residents of North Bethesda, allowing them to focus on their careers and families without worrying about their finances.

Financial Advisor

Residents of North Bethesda, MD can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can assist North Bethesda residents is by helping them create a comprehensive financial plan that takes into account their unique needs and goals. With the high cost of living in North Bethesda, it can be challenging for many residents to save for retirement, pay off debt, or achieve other financial objectives. A financial advisor can provide guidance on how to manage their money effectively, invest wisely, and make informed decisions about their financial future. Additionally, a financial advisor can help North Bethesda residents navigate the complex world of taxes, estate planning, and insurance, ensuring that they have the necessary protection and coverage in place. Overall, a financial advisor can be an invaluable resource for North Bethesda residents looking to achieve financial stability and security.

Mortgage Loan Officer

Residents of North Bethesda, MD can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a loan officer can help is by assisting residents in securing a mortgage for their dream home. With the high cost of living in North Bethesda, many residents may struggle to come up with the necessary funds to purchase a home outright. A loan officer can provide guidance on the various mortgage options available and help residents choose the best one for their financial situation. Additionally, loan officers can help residents refinance their existing mortgages to take advantage of lower interest rates or to access the equity in their homes. With the expertise of a mortgage loan officer, residents of North Bethesda can achieve their homeownership goals and secure their financial future.

Tax Services

Residents of North Bethesda, MD can benefit greatly from the services of a tax advisor. With the complex tax laws and regulations, it can be difficult for individuals to navigate the process on their own. A tax advisor can assist with tax planning, ensuring that residents are taking advantage of all available deductions and credits. Additionally, with the high cost of living in North Bethesda, a tax advisor can help residents strategize ways to minimize their tax burden and maximize their savings. Whether it's helping with tax preparation, providing advice on investment strategies or assisting with estate planning, a tax advisor can provide invaluable support to residents of North Bethesda, MD.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in North Bethesda, MD can offer a range of services to help individuals and families prepare for the future. These services may include drafting wills and trusts, creating powers of attorney, and developing strategies for minimizing estate taxes. Additionally, an estate planning lawyer can provide guidance on issues related to guardianship and conservatorship, as well as assist with estate administration and probate proceedings. In North Bethesda, MD, where the population is highly educated and diverse, estate planning lawyers must be adept at navigating complex family dynamics and cultural considerations. They must also stay up to date on local and state laws and regulations that may impact their clients' estate planning needs. Overall, an estate planning lawyer in North Bethesda, MD can offer invaluable support and peace of mind to individuals and families looking to protect their assets and ensure their wishes are carried out after they pass away.

North Bethesda, MD is the ultimate destination to get an estate planning lawyer due to its diverse and dynamic community. The city is home to a plethora of professionals who are well-versed in estate planning and have a deep understanding of the legal nuances involved in the process. Additionally, North Bethesda boasts of a vibrant cultural scene, which has attracted some of the most qualified and experienced lawyers in the field. This has resulted in a highly competitive and innovative legal landscape, where clients can expect top-notch service and personalized attention to their unique needs. The city's proximity to major metropolitan areas such as Washington DC, Baltimore, and Annapolis also makes it an ideal location for those seeking legal representation for their estate planning needs. With its bustling energy and a wealth of legal expertise, North Bethesda, MD is undoubtedly the best place to get an estate planning lawyer.