Estate Planning Attorneys in Union County, OH

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

Get Legal Help With Your Estate Plan

As Seen In

List of Firms

Top Union County, OH Estate Planning Law Firms

Bridges, Jillisky, Weller & Gullifer, LLC
4 out of 5
Location 302 S Main St, Marysville, OH 43040, USA
Phone (937) 403-9033
Resch, Root, Philipps & Graham, LLC
5 out of 5
Location 5115 Parkcenter Ave Suite 275, Dublin, OH 43017, USA
Phone (614) 760-1801
Joe Jimenez Law Offices
5 out of 5
Location 681 London Ave, Marysville, OH 43040, USA
Phone (937) 644-8151
Eufinger Law Offices, LLC
5 out of 5
Location 214 S Court St, Marysville, OH 43040, USA
Phone (937) 642-1819
J. Michael Nicks Attorney at Law
5 out of 5
Location 96 W William St #100, Delaware, OH 43015, USA
Phone (740) 417-9578
Ison Law
5 out of 5
Location 10348 Sawmill Rd, Powell, OH 43065, USA
Phone (614) 336-3083
Charles Bendig Law - Estate Attorney
4 out of 5
Location 4937 W Broad St, Columbus, OH 43228, USA
Phone (614) 878-7777
Barbara Luke - Attorney and Counselor at Law
3 out of 5
Location 275 W 5th St, Marysville, OH 43040, USA
Phone (937) 738-2751
Baxter & Borowicz Co. LPA
5 out of 5
Location 150 E Wilson Bridge Rd Suite 230, Worthington, OH 43085, USA
Phone (614) 431-8110
Law Office of Jonathan J. Schlegel, Esq.
4 out of 5
Location 3070 Riverside Dr #165, Upper Arlington, OH 43221, USA
Phone (614) 245-5296
Port Legal
5 out of 5
Location 1335 Dublin Rd #203d, Columbus, OH 43215, USA
Phone (614) 641-7399
Lawrence Law Office
3 out of 5
Location 24 W William St, Delaware, OH 43015, USA
Phone (740) 200-8188
Zaino Law Group
5 out of 5
Location 5775 Perimeter Dr #275, Dublin, OH 43017, USA
Phone (614) 799-2800
AlerStallings LLC
5 out of 5
Location 111 W Columbus Ave, Bellefontaine, OH 43311, USA
Phone (937) 404-5432
Collins & Kruse Law Office
5 out of 5
Location 4010 Main St, Hilliard, OH 43026, USA
Phone (614) 369-8634
Kincaid Randall & Craine
4 out of 5
Location 2201 Riverside Dr, Columbus, OH 43221, USA
Phone (614) 224-7193
Nick McCoy
4 out of 5
Location 25 W Central Ave, Delaware, OH 43015, USA
Phone (740) 363-1239
Estate Planning Lawyers in Union County, OH

Where Estate Planners in Union County, OH Serve

Union County is located in the southwestern region of Ohio and is comprised of 28 townships and 4 villages. The county was established in 1851 and is named after the United Mine Workers of America, a labor union that was prominent in the area. Major highways and streets in Union County include Interstate 70, U.S. Route 35, and State Routes 4, 7, and 22. Some of the county's notable landmarks include the National Trail Raceway, Ohio Caverns, and the Little Miami Scenic Trail. The top employers in Union County are Premier Health Partners, Kroger, Walmart, and Macy's. The largest neighborhoods in Union County are Carlisle Township, Monroe Township, and German Township.

Financial Services Related to Estate Planning in Union County, OH

Banks and Credit Unions

Banks are in a unique position to provide financial services to Union County, OH residents. They can offer products and services that help people save money, make money, and protect their finances. In addition, banks can work with the government and other organizations to promote financial literacy and education in the community.

Insurance Broker

If you live in Union County, OH and are looking for insurance services, you will want to consider working with a local insurance broker. Insurance brokers provide a wide range of services to their clients, including helping them find the right type of insurance coverage, comparing rates from different providers, and helping them file claims. Brokers are also experts on the local insurance market, so they can help you find the best deals available.

Retirement Planning

Union County, OH residents can benefit from retirement planning in a number of ways. One important way is that it can help ensure that you have enough money to live on during retirement. Retirement planning can also help you avoid having to work longer than you might like, or taking on debt in retirement. Additionally, retirement planning can provide peace of mind, knowing that you have planned for your future and that you will be able to live comfortably once you retire. Working with a financial planner can be especially helpful in this regard, as they can help create a plan tailored specifically to your needs and goals.

Wealth Management

Residents of Union County, OH can benefit from wealth management services in a number of ways. By working with a wealth manager, residents can develop a plan that will help them save money, grow their investments, and protect their assets. In addition, wealth managers can provide guidance on estate planning and tax issues. Ultimately, by working with a wealth manager, residents of Union County can achieve their financial goals and protect their families for years to come.

Financial Advisor

Financial advisors provide a wide range of services to Union County, OH residents. These services can help people save money, make money, and invest money. In addition, financial advisors can provide guidance on a wide variety of other financial topics. As a result, it is important for people in Union County to find a good financial advisor who can meet their needs.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to Union County, OH residents. Services vary from officer to officer, but can generally be divided into three categories: pre-approval, origination, and servicing. Pre-approval involves meeting with the potential borrower and assessing their creditworthiness and ability to repay the loan. Origination includes all the steps involved in actually issuing the mortgage, from underwriting to funding. Servicing is what happens after the mortgage has been issued; it includes collecting payments, maintaining records, and dealing with any problems that may arise.

Tax Services

Tax accountants in Union County, OH provide a variety of services to residents, including preparing and filing tax returns, providing advice on tax planning, and representing taxpayers in audits and appeals. They also help businesses with bookkeeping, payroll, and other financial matters. By working with a tax accountant, residents can be sure that their taxes are filed correctly and that they are taking advantage of all the tax deductions and credits to which they are entitled.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs