Estate Planning Attorneys in Rowan County, NC

We did the hard work of finding trustworthy partners in Rowan County, NC. Fill out the form to get connected.

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Rowan County, NC Estate Planning Law Firms

Creamer Millovitsch
5 out of 5
Location 130 Harbour Pl Dr #270, Davidson, NC 28036, USA
Phone (704) 997-7090
Viki M. West
5 out of 5
Location 206 N Main St, Mooresville, NC 28115, USA
Phone (704) 662-6002
Benbow, Davidson, & Martin, P.C.
4 out of 5
Location 309 Davie Ave, Statesville, NC 28677, USA
Phone (704) 871-9000
Rowan Investment Co Inc
5 out of 5
Location 121 E Kerr St, Salisbury, NC 28144, USA
Phone (704) 633-4971
Overbey Jon S
Location 214 E Innes St, Salisbury, NC 28144, USA
Phone (704) 637-5590
Homesley & Wingo Law Group PLLC
4 out of 5
Location 330 S Main St, Mooresville, NC 28115, USA
Phone (704) 664-2162
Hartsell & Williams, P.A.
4 out of 5
Location 71 McCachern Blvd SE, Concord, NC 28025, USA
Phone (704) 786-5161
Hinson Faulk, P.A.
5 out of 5
Location 403 Gilead Rd STE J, Huntersville, NC 28078, USA
Phone (704) 274-5578
Woodson Sayers Lawther Short Parrott & Abramson LLP
4 out of 5
Location 225 N Main St Suite 200, Salisbury, NC 28144, USA
Phone (704) 633-5000
Conner Law Firm
2 out of 5
Location 964 Copperfield Blvd NE, Concord, NC 28025, USA
Phone (704) 720-0595
Daly Mills Family Law
5 out of 5
Location 111 W Broad St, Statesville, NC 28677, USA
Phone (704) 878-2365
Shepard Law, PLLC
5 out of 5
Location 5160 Poplar Tent Rd, Concord, NC 28027, USA
Phone (704) 769-3100
Estate Planning Lawyers in Rowan County, NC

Where Estate Planners in Rowan County, NC Serve

Rowan County, located in the heart of North Carolina, is a vibrant and diverse community with a rich history and a promising future. This county is home to a number of iconic landmarks, such as the historic Salisbury National Cemetery, the North Carolina Transportation Museum, and the Dan Nicholas Park, which is a popular destination for families and outdoor enthusiasts. In terms of employment, Rowan County boasts a diverse economy with a range of top employers, including Novant Health, Food Lion, and Rowan-Cabarrus Community College. These companies are just a few of the many that contribute to the county's thriving business community. The county is also well-connected to major highways and streets, including I-85, US-29, and NC-150, which make it easy for residents and visitors to travel throughout the region. Additionally, the county is home to a number of charming neighborhoods, such as the historic district of Salisbury, which is known for its beautiful architecture and quaint shops and restaurants.

Financial Services Related to Estate Planning in Rowan County, NC

Banks and Credit Unions

Residents of Rowan County, NC can benefit from a bank in several ways. One of the most common ways is by offering financial services such as checking and savings accounts, loans, and credit cards. With a bank account, residents can easily manage their finances, pay bills, and save money for future expenses. Additionally, banks in Rowan County can provide access to ATMs and online banking services, making it convenient for residents to access their money anytime, anywhere. Another way banks can help is by supporting the local economy through loans and investments in small businesses and community development projects. This can create jobs and stimulate economic growth in the county. Overall, banks play an essential role in the financial well-being of Rowan County residents, providing them with the tools and resources they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Rowan County, NC can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complex world of insurance policies and find the coverage that best suits their needs. With the high risk of natural disasters in Rowan County, such as hurricanes and floods, an insurance broker can help residents find policies that provide adequate protection against these potential dangers. Additionally, an insurance broker can help residents find affordable health insurance plans that cover their medical needs. With the rising costs of healthcare in the United States, having an insurance broker to guide residents through the process of finding the right policy can be invaluable. Overall, an insurance broker can help residents of Rowan County, NC protect themselves and their families from financial hardship caused by unexpected events.

Retirement Planning

Residents of Rowan County, NC can benefit from the services of a retirement planner in a variety of ways. One of the most common ways is by helping them create a retirement plan that takes into account their specific needs and goals. This can include determining how much money they need to save, selecting the right investment vehicles, and creating a plan for managing their assets during retirement. Additionally, a retirement planner can help residents of Rowan County navigate the complex tax laws and regulations that apply to retirement savings, ensuring that they are taking advantage of all available tax benefits. For example, residents of Rowan County may be eligible for special tax breaks related to agriculture or other industries that are common in the area. By working with a retirement planner, residents can ensure that they are making the most of their retirement savings and are well-prepared for the future.

Wealth Management

Residents of Rowan County, NC could benefit from the guidance and expertise of a wealth manager in many ways. One specific area where a wealth manager could be particularly helpful is in navigating the local real estate market. Rowan County is known for its beautiful countryside and historic architecture, which can make it an attractive place to invest in property. However, the market can also be complex and competitive, with many different factors to consider when buying or selling. A wealth manager can help residents understand the current trends in the market, identify opportunities for investment, and develop a long-term strategy for building wealth through real estate. Additionally, a wealth manager can provide advice on other financial matters, such as retirement planning, tax management, and estate planning, to help residents achieve their long-term financial goals.

Financial Advisor

Residents of Rowan County, NC can benefit greatly from the advice of a financial advisor. With a median household income of $46,000, many families in the area struggle to make ends meet and plan for their financial future. A financial advisor can help residents create a budget, set financial goals, and develop a plan to save for retirement or other long-term goals. Additionally, many residents in Rowan County work in industries such as manufacturing or healthcare, which may provide unique challenges when it comes to managing finances. A financial advisor can provide guidance on navigating employee benefits and retirement plans specific to these industries. Overall, a financial advisor can provide valuable support to residents of Rowan County in achieving financial stability and security.

Mortgage Loan Officer

Residents of Rowan County, NC 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 in finding the best mortgage rates and terms for their specific financial situation. This is particularly important in Rowan County, where the median household income is lower than the state average. A loan officer can also help residents navigate the often complex process of applying for and securing a mortgage, which can be especially helpful for first-time homebuyers. Additionally, a loan officer can provide guidance on credit scores and debt-to-income ratios, which can impact a resident's ability to secure a mortgage. Overall, the expertise and support of a mortgage loan officer can make the home-buying process smoother and more manageable for residents of Rowan County.

Tax Services

Residents of Rowan County, NC can benefit greatly from the guidance of a tax advisor. With the county's diverse population and range of industries, tax laws and regulations can be complex and overwhelming. A tax advisor can provide expert advice on filing taxes, maximizing deductions, and minimizing tax liabilities. Additionally, with the recent growth in the county's manufacturing and healthcare sectors, tax advisors can offer valuable insights on tax planning for small businesses and medical practices. Overall, a tax advisor can help residents of Rowan County navigate the intricacies of tax laws and ensure they are making informed decisions to optimize their financial well-being.


Wills, Trusts, and Other Estate Law FAQs