Estate Planning Attorneys in Oro Valley, AZ

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List of Firms

Top Oro Valley, AZ Estate Planning Law Firms

Estate Planning Tucson, Living Trusts, Estate Planners, by ALTA Estate Services, LLC
5 out of 5
Location 2120 W Ina Rd #250H, Tucson, AZ 85741, USA
Phone (520) 797-1400
Directions
Cleere Law Offices PC
5 out of 5
Location 10445 N Oracle Rd #141, Oro Valley, AZ 85737, USA
Phone (520) 219-9733
Directions
Valentine & Valentine PC
4 out of 5
Location 6831 N Oracle Rd Suite 145, Tucson, AZ 85704, USA
Phone (520) 498-0088
Directions
Jan Bernardini Law
3 out of 5
Location 6700 N Oracle Rd ste 240, Tucson, AZ 85704, USA
Phone (520) 344-9403
Directions
Fleishman Law, PLC
5 out of 5
Location 7090 N Oracle Rd Suite 178-255, Tucson, AZ 85704, USA
Phone (520) 219-0659
Directions
Loose Law Group, P.C.
5 out of 5
Location 1670 E River Rd #250, Tucson, AZ 85718, USA
Phone (520) 615-3100
Directions
Kinghorn Law
5 out of 5
Location 3573 E Sunrise Dr Suite 209, Tucson, AZ 85718, USA
Phone (520) 529-4000
Directions
Southwest Wills & Trusts
SEC File# 801-121867
CRD# 226708
4 out of 5
Location 1846 E Innovation Park Dr, Oro Valley, AZ 85755, USA
Phone (520) 219-9462
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Sandelin Law Firm
5 out of 5
Location 1171 E Rancho Vistoso Blvd #117, Oro Valley, AZ 85755, USA
Phone (520) 989-0074
Directions
Law Office of David I. Karp
5 out of 5
Location 5405 N Oracle Rd STE 101, Tucson, AZ 85704, USA
Phone (520) 395-1551
Directions
The Melton Law Firm, PLLC
SEC File# 801-121867
CRD# 226708
Location 1846 E Innovation Park Dr, Oro Valley, AZ 85755, USA
Phone (520) 314-1150
Directions
Kruchek Law, PLLC
5 out of 5
Location 1926 E Fort Lowell Rd Suite #100, Tucson, AZ 85719, USA
Phone (520) 276-4815
Directions
Wood Law Firm PLLC
4 out of 5
Location 6837 N Oracle Rd UNIT 105, Tucson, AZ 85704, USA
Phone (520) 797-1011
Directions
The Law Office of Nolan Q. Reidhead, PC
4 out of 5
Location 7530 N La Cholla Blvd, Tucson, AZ 85741, USA
Phone (520) 797-9215
Directions
Taylor Hillman & Shelby Ltd
Location 1171 E Rancho Vistoso Blvd, Oro Valley, AZ 85755, USA
Phone (520) 825-0981
Directions
Ralles Law Firm
5 out of 5
Location 6818 N Oracle Rd, Tucson, AZ 85704, USA
Phone (520) 544-0404
Directions
Fletcher, Struse, Fickbohm & Wagner
4 out of 5
Location 6750 N Oracle Rd, Tucson, AZ 85704, USA
Phone (520) 575-5555
Directions
Weible Law Firm, PLLC
SEC File# 801-121867
CRD# 226708
5 out of 5
Location 1846 E Innovation Park Dr, Oro Valley, AZ 85755, USA
Phone (520) 955-3660
Directions
Benavidez Law Group, P.C.
4 out of 5
Location 7400 N Oracle Rd # 143, Tucson, AZ 85704, USA
Phone (520) 623-1461
Directions
Draegeth Law, PLLC
Location E Pusch View Ln, Oro Valley, AZ 85737, USA
Phone (520) 505-0166
Directions
Jarvis Legacy
5 out of 5
Location 1822 E Innovation Park Dr, Oro Valley, AZ 85755, USA
Phone (520) 333-7543
Directions
Morris Hall, PLLC - Tucson
5 out of 5
Location 4380 N Campbell Ave #205, Tucson, AZ 85718, USA
Phone (520) 320-5100
Directions
HPS Law Group LLC
SEC File# 801-121867
CRD# 226708
5 out of 5
Location 1846 E Innovation Park Dr, Oro Valley, AZ 85755, USA
Phone (480) 360-7414
Directions
Doug Newborn Law Firm, PLLC
5 out of 5
Location 7315 N Oracle Rd Suite 230, Tucson, AZ 85704, USA
Phone (520) 800-8230
Directions
Paul B. Bartlett, P.C.
5 out of 5
Location 6135 E Grant Rd, Tucson, AZ 85712, USA
Phone (520) 750-1061
Directions
Morris Hall, PLLC - Oro Valley
5 out of 5
Location 2506 E Vistoso Commerce Loop Rd Suite 150, Oro Valley, AZ 85755, USA
Phone (520) 320-5100
Directions
Estate Planning Lawyers in Oro Valley, AZ

Where Estate Planners in Oro Valley, AZ Serve

Oro Valley, AZ is a vibrant community nestled in the heart of the Sonoran Desert. This town boasts a number of notable landmarks, including the Oro Valley Marketplace, the Oro Valley Community Center, and the Catalina State Park. The top employers in Oro Valley are Raytheon Missile Systems, Ventana Medical Systems, and the Amphitheater Public Schools. Major highways and streets in the area include Oracle Road, Tangerine Road, and La Cañada Drive. The neighborhoods in Oro Valley are diverse and offer a range of housing options, from luxurious estates to cozy condos. Whether you're looking to explore the great outdoors or settle down in a quiet community, Oro Valley has something for everyone.

Financial Services Related to Estate Planning in Oro Valley, AZ

Banks and Credit Unions

Residents of Oro Valley, AZ would benefit from a bank in several ways. Firstly, the bank could provide them with a safe and secure place to store their money, as well as access to various financial services such as loans, credit cards, and investment opportunities. Additionally, the bank could offer financial education and resources to help residents manage their money effectively and make informed decisions about their finances. Another way that residents of Oro Valley, AZ could be helped by a bank is through the provision of specialized services tailored to the unique needs of the community, such as agricultural loans for local farmers or small business loans for entrepreneurs. Overall, a bank would be an invaluable resource for residents of Oro Valley, AZ, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Oro Valley, AZ can benefit greatly from the services of an insurance broker. With the town's population growing rapidly, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. Specifically, an insurance broker can help residents in Oro Valley understand the unique risks associated with living in the desert climate, such as the potential for wildfires and flash floods. They can also help residents find affordable insurance options for their homes, vehicles, and businesses, while ensuring that they have adequate coverage in the event of an unexpected event. An insurance broker can be a valuable resource for residents of Oro Valley looking to protect themselves and their assets.

Retirement Planning

Residents of Oro Valley, AZ could greatly benefit from the assistance of a retirement planner. One of the most common ways a retirement planner could help is by providing guidance on how to maximize retirement savings and create a sustainable income stream during retirement. This is especially important for residents of Oro Valley, as the cost of living in the area is relatively high compared to other parts of Arizona. A retirement planner could also help residents navigate the complex tax laws and regulations that come with retirement, ensuring that they are taking advantage of all available tax benefits and avoiding costly mistakes. Additionally, a retirement planner could provide advice on healthcare and long-term care planning, which is particularly important as Oro Valley has a large population of retirees who may require these services in the future.

Wealth Management

Residents of Oro Valley, AZ could greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. With a large population of retirees in Oro Valley, it's important to have a solid plan in place to ensure a comfortable and secure retirement. A wealth manager could help residents navigate the complex world of retirement savings options and create a personalized plan that takes into account their unique financial situation and goals. Additionally, a wealth manager could provide advice on estate planning, investment strategies, and tax planning, all of which are crucial components of a comprehensive financial plan. Overall, a wealth manager could provide invaluable support and expertise to help residents of Oro Valley achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Oro Valley, AZ can benefit greatly from the guidance of a financial advisor. With a median household income of $84,000 and a high cost of living, many Oro Valley residents may struggle to make ends meet and plan for their financial future. A financial advisor can provide personalized advice on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, with the town's large retirement community, a financial advisor can be especially helpful in creating retirement plans and ensuring that retirees have enough income to support their desired lifestyle. Overall, a financial advisor can provide valuable support to Oro Valley residents in navigating the complex world of finance and planning for a secure financial future.

Mortgage Loan Officer

Residents of Oro Valley, AZ may find themselves in need of a mortgage loan officer for a variety of reasons. One of the most common ways that a mortgage loan officer can help is by assisting with the purchase of a new home. Oro Valley is a growing community with a diverse range of housing options, and a mortgage loan officer can help residents navigate the process of securing financing for their dream home. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them money on their monthly payments. With the help of a knowledgeable and experienced mortgage loan officer, residents of Oro Valley can make informed decisions about their financial future and achieve their homeownership goals.

Tax Services

Residents of Oro Valley, AZ can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help Oro Valley residents is by ensuring they are taking advantage of all the tax breaks available to them. For example, Oro Valley has a property tax credit program for low-income seniors and disabled residents. A tax advisor can help these individuals navigate the application process and ensure they receive the maximum credit possible. Additionally, Oro Valley has a sales tax rate of 2.5%, which is higher than the state average. A tax advisor can help residents understand how to minimize their sales tax burden and potentially save money. Overall, a tax advisor can provide valuable insights and strategies to help Oro Valley residents optimize their tax situation and keep more of their hard-earned money.

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