Estate Planning Attorneys in Wheeling, WV

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List of Firms

Top Wheeling, WV Estate Planning Law Firms

Mallett Law Offices
5 out of 5
Location 1 Chapel Rd, Wheeling, WV 26003, USA
Phone (304) 233-0003
Sklavounakis Law Office
5 out of 5
Location 80 12th St Ste 300, Wheeling, WV 26003, USA
Phone (304) 230-3920
Altmeyer H Brann
Location 61 14th St, Wheeling, WV 26003, USA
Phone (304) 232-6810
Barack Law LLC
5 out of 5
Location 3201 Belmont St Suite 814, Bellaire, OH 43906, USA
Phone (740) 827-0961
Steptoe & Johnson PLLC
Location 1233 Main St # 3000, Wheeling, WV 26003, USA
Phone (304) 233-0000
Spilman Thomas & Battle: Gallaway Michael G
Location 1233 Main St, Wheeling, WV 26003, USA
Phone (304) 230-6950
Stazenski Law Firm
5 out of 5
Location 1300 Market St #105, Wheeling, WV 26003, USA
Phone (304) 905-9734
Dawson Law Office, PLLC
5 out of 5
Location 1140 Main St suite 104, Wheeling, WV 26003, USA
Phone (304) 810-2628
Russell Gerney Attorney at Law
5 out of 5
Location 124 Paxton Ave, Wheeling, WV 26003, USA
Phone (724) 470-5370
McDermott & Bonenberger, PLLC
Location 1144 Market St Suite 101, Wheeling, WV 26003, USA
Phone (304) 242-3220
David R. Croft
4 out of 5
Location 1233 Main St #4000, Wheeling, WV 26003, USA
Phone (304) 230-6952
Estate Planning Lawyers in Wheeling, WV

Where Estate Planners in Wheeling, WV Serve

Wheeling, WV is a city full of history and charm. From the iconic Suspension Bridge spanning the Ohio River to the stunning Capitol Theatre, there are plenty of landmarks to explore. The city is also home to top employers such as Wheeling Hospital, WesBanco Bank, and Wheeling University. Major highways like I-70 and I-470 make it easy to get around, while streets like National Road and Main Street offer a glimpse into the city's past. Neighborhoods like Centre Market and East Wheeling are bustling with activity, while others like Woodsdale and Mozart offer a more peaceful retreat. With so much to see and do, Wheeling is a city worth discovering.

Financial Services Related to Estate Planning in Wheeling, WV

Banks and Credit Unions

Residents of Wheeling, WV can benefit greatly from having a bank in their community. One of the most common ways that a bank can help is by providing financial services such as checking and savings accounts, loans, and credit cards. In a city like Wheeling, where there is a diverse mix of residents and businesses, having access to these financial tools can make a big difference in people's lives. For example, a small business owner might need a loan to purchase new equipment or expand their operations, while a young family might need a savings account to start putting away money for their children's college education. A bank can also help residents manage their money more effectively by providing financial education and resources, such as budgeting tools and investment advice. Overall, having a bank in Wheeling can provide residents with the tools and resources they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Wheeling, WV can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, having the right insurance coverage can be crucial. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their needs. In addition, with the city's high rate of car accidents, an insurance broker can assist residents in finding affordable and comprehensive auto insurance. With their knowledge of the insurance industry and the unique needs of Wheeling residents, an insurance broker can provide invaluable assistance in protecting the financial future of individuals and families in the community.

Retirement Planning

Residents of Wheeling, WV can benefit greatly from the expertise of a retirement planner. With a population of over 27,000 people, many individuals in the area may not have a clear understanding of how to prepare for their retirement years. A retirement planner can provide guidance on important financial decisions such as investment strategies, budgeting, and estate planning. Additionally, Wheeling has a significant aging population, and a retirement planner can help seniors navigate the complexities of Medicare and Social Security. With their knowledge and experience, a retirement planner can help residents of Wheeling, WV achieve financial security and peace of mind for their golden years.

Wealth Management

Residents of Wheeling, WV can benefit greatly from the expertise of a wealth manager. With a population of just over 27,000, many individuals in the area may not have extensive knowledge or experience in managing their finances. A wealth manager can provide guidance on a variety of financial matters, such as investment strategies, retirement planning, and tax optimization. One specific area where a wealth manager can be particularly helpful in Wheeling, WV is in estate planning. With a rich history and many long-standing families in the area, estate planning can be a complex and emotional process. A wealth manager can help individuals navigate the legal and financial aspects of estate planning, ensuring that their assets are distributed according to their wishes and minimizing tax liabilities for their heirs.

Financial Advisor

Residents of Wheeling, WV could benefit from a financial advisor in a number of ways. One of the most common ways would be to help them create a budget and stick to it. With the cost of living in Wheeling being slightly higher than the national average, it can be difficult for residents to manage their finances effectively. A financial advisor could help them identify areas where they may be overspending and suggest ways to cut back. Additionally, a financial advisor could help residents plan for their long-term financial goals, such as saving for retirement or purchasing a home. With the help of a financial advisor, residents of Wheeling could feel more confident in their financial future and be better equipped to handle any unexpected expenses that may arise.

Mortgage Loan Officer

Residents of Wheeling, WV can benefit from the assistance of a mortgage loan officer in a variety of ways. Firstly, a mortgage loan officer can help residents of Wheeling navigate the complex process of obtaining a mortgage. This can include providing guidance on the different types of mortgages available, explaining the application process, and helping residents to understand the various fees and charges associated with obtaining a mortgage. Additionally, a mortgage loan officer can help residents of Wheeling to find the best possible mortgage rates and terms, which can save them thousands of dollars over the life of their mortgage. Specifically, residents of Wheeling may benefit from the expertise of a mortgage loan officer who is familiar with the local real estate market and can help them to find the best deals on homes in the area.

Tax Services

Residents of Wheeling, WV can benefit greatly from the services of a tax advisor. One specific way a tax advisor can help is by assisting residents in navigating the complex tax laws and regulations unique to West Virginia. For example, Wheeling residents may need guidance on how to properly file their state income tax returns, which can be more complicated than filing federal returns. Additionally, a tax advisor can help residents take advantage of tax credits and deductions that are specific to the state of West Virginia, such as the Homestead Exemption for senior citizens. Overall, a tax advisor can provide valuable expertise and assistance to help Wheeling residents maximize their tax savings and avoid costly mistakes.

Wheeling, WV Financial Resources

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Wheeling, WV City Hall

Wheeling, WV Public Library


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