Estate Planning Attorneys in Xenia, OH

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List of Firms

Top Xenia, OH Estate Planning Law Firms

Wead, Anderson, Phipps & Aultman LLC
Location 53 W Main St, Xenia, OH 45385, USA
Phone (937) 372-4436
Directions
Schmidt David R
4 out of 5
Location 1200 E Dorothy Ln, Dayton, OH 45419, USA
Phone (937) 299-1895
Language https://www.schmidtdayton.com/Attorneys/David-R-Schmidt.shtml
Directions
Lovett & House Co., LPA
5 out of 5
Location 5540 Far Hills Ave Suite 109, Dayton, OH 45429, USA
Phone (937) 294-1446
Language https://lovettlawoffice.com/
Directions
Sheets Kenneth R
3 out of 5
Location 67 W Main St, Xenia, OH 45385, USA
Phone (937) 376-3548
Directions
Peter D. Stephan
4 out of 5
Location 1354 N Monroe Dr, Xenia, OH 45385, USA
Phone (937) 372-4404
Language http://www.stephanlawyers.com/contact_us.html
Directions
Cox Keller Lusardi
5 out of 5
Location 85 W Main St, Xenia, OH 45385, USA
Phone (937) 372-6921
Directions
Smith & Pendry Attys At Law
Location 133 E Market St, Xenia, OH 45385, USA
Phone (937) 372-4919
Directions
Silverberg Eric
Location 100 E Market St, Xenia, OH 45385, USA
Phone (937) 372-9236
Directions
J. Andrew Root
5 out of 5
Location 133 E Market St, Xenia, OH 45385, USA
Phone (937) 372-4919
Directions
Anderson Alan G
5 out of 5
Location 53 W Main St, Xenia, OH 45385, USA
Phone (937) 372-4436
Directions
Lusardi Brian E
4 out of 5
Location 85 W Main St, Xenia, OH 45385, USA
Phone (937) 372-6921
Language https://miamivalleybankruptcy.com/?TypeContent=ATTORNEYPROFILE&Attorney_ProfilesID=247
Directions
Bogenschutz Stephen A
5 out of 5
Location 58 Hardacre Dr, Xenia, OH 45385, USA
Phone (937) 766-4861
Directions
Attorney K. George Kordalis (Kordalis Law Office)
5 out of 5
Location 31 E Main St, Xenia, OH 45385, USA
Phone (937) 224-1212
Language http://www.daytondui-ovi.com/
Directions
Ed Frizzell Law LLC
3 out of 5
Location 129 S Detroit St, Xenia, OH 45385, USA
Phone (937) 207-4742
Language http://edfrizzelllaw.com/
Directions
Hoover Law Offices LLC
4 out of 5
Location 77 W Main St, Xenia, OH 45385, USA
Phone (937) 374-3670
Language http://www.yourxenialawyers.com/
Directions
Cooper, Adel, Vu & Associates, LPA - Monroe
5 out of 5
Location 30 Overbrook Ct Suite D, Monroe, OH 45050, USA
Phone (800) 798-5297
Language https://www.cooperadelvu.com/monroe/
Directions
Dyer, Garofalo, Mann, & Schultz
4 out of 5
Location 169 W Main St, Xenia, OH 45385, USA
Phone (937) 372-7255
Language https://ohiotiger.com/locations/xenia-ohio-office/
Directions
Personal Injury Attorneys
Location Xenia, OH 45385, USA
Directions
Estate Planning Lawyers in Xenia, OH

Where Estate Planners in Xenia, OH Serve

Xenia, OH is a charming city located in southwestern Ohio that boasts a variety of landmarks, top employers, major highways and streets, and neighborhoods that make it a great place to live, work, and play. From the historic Greene County Courthouse to the bustling downtown area, there is no shortage of things to see and do in Xenia. Some of the top employers in the area include Greene Memorial Hospital, Wilberforce University, and Xenia Community Schools, which provide ample job opportunities for residents. Major highways and streets in the area include US-35, OH-68, and OH-42, which make it easy to get around town and explore the surrounding area. When it comes to neighborhoods, Xenia offers a variety of options, from historic homes in the Old Town District to newer developments like the Orchard Hill and Stonebridge Estates subdivisions. With its rich history, vibrant community, and convenient location, Xenia is a great place to call home.

Financial Services Related to Estate Planning in Xenia, OH

Banks and Credit Unions

Residents of Xenia, OH can be helped by a bank in a variety of ways. One of the most common ways is through providing access to financial services such as checking and savings accounts, loans, and credit cards. Banks can also offer financial education and advice to help residents manage their money more effectively. Specifically, for residents of Xenia, OH, a bank can provide assistance in rebuilding their finances after a natural disaster such as the tornado that struck the area in 2019. Banks can offer loans and other financial resources to help residents repair or rebuild their homes, as well as provide support for businesses that were impacted by the disaster. Overall, a bank can be an invaluable resource for residents of Xenia, OH in navigating their financial needs and planning for a secure future.

Insurance Broker

Residents of Xenia, OH can benefit greatly from the expertise of an insurance broker. With unpredictable weather patterns in the area, including frequent tornadoes, homeowners insurance is crucial for protecting properties. An insurance broker can help residents find the best policies to fit their needs and budget, ensuring that they are adequately covered in case of any damages. Additionally, with a high number of small businesses in Xenia, OH, commercial insurance is also important. An insurance broker can assist business owners in finding the right coverage for their specific industry and risks, providing peace of mind and protection for their livelihood. Overall, an insurance broker can provide invaluable assistance to residents of Xenia, OH in protecting their homes and businesses from unforeseen events.

Retirement Planning

Residents of Xenia, OH could benefit greatly from the services of a retirement planner. One specific way a retirement planner could help is by guiding residents through the process of creating a retirement plan that takes into account the unique economic conditions of the area. For example, Xenia has a lower cost of living compared to other cities in Ohio, which could affect how much residents need to save for retirement. A retirement planner could also provide guidance on investment options and strategies to help residents maximize their savings and achieve their retirement goals. With the help of a retirement planner, residents of Xenia can have peace of mind knowing they have a solid plan in place for their future.

Wealth Management

Residents of Xenia, OH can benefit greatly from the services of a wealth manager. A wealth manager can assist in creating a personalized financial plan, which can include investment strategies, retirement planning, and estate planning. One specific way that residents of Xenia, OH can be helped is by a wealth manager's knowledge of the local economy. As a small town, Xenia may have unique economic factors that can affect the financial well-being of its residents. A wealth manager can provide insight into these factors and tailor their services to meet the specific needs of those living in Xenia. Additionally, a wealth manager can help residents navigate any changes in the local economy and adjust their financial plan accordingly. Overall, a wealth manager can provide valuable guidance and support to help residents of Xenia, OH achieve their financial goals.

Financial Advisor

Residents of Xenia, OH could benefit greatly from the expertise of a financial advisor. With a population of just over 25,000, the city is home to a diverse range of individuals and families, each with their own unique financial goals and challenges. A financial advisor can help residents of Xenia navigate these challenges by offering personalized advice on topics such as retirement planning, investment strategies, debt management, and more. For example, many residents of Xenia may be looking to save for their children's college education, and a financial advisor can help them explore options such as 529 college savings plans or other tax-advantaged accounts. Additionally, a financial advisor can help residents of Xenia plan for unexpected events such as job loss or medical emergencies, ensuring that they have a solid financial safety net in place.

Mortgage Loan Officer

Residents of Xenia, OH can benefit greatly from the services of a mortgage loan officer. These professionals can provide guidance and support throughout the home-buying process, helping residents secure the financing they need to purchase their dream home. One specific benefit of working with a mortgage loan officer in Xenia is their knowledge of the local housing market. They can provide insight into specific neighborhoods, schools, and other important factors that may impact a resident's decision to buy a home in Xenia. Additionally, they can help residents navigate the various loan options available to them, ensuring they find the best possible financing solution for their unique needs and circumstances. Overall, working with a mortgage loan officer in Xenia can make the home-buying process smoother, less stressful, and more successful.

Tax Services

Residents of Xenia, OH can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. With Xenia being home to many small businesses and self-employed individuals, a tax advisor can also assist with navigating the complexities of business taxes and ensuring compliance with local and state tax laws. Additionally, a tax advisor can provide valuable advice on retirement planning, estate planning, and investment strategies to help residents achieve their financial goals. With the ever-changing tax laws and regulations, having a knowledgeable tax advisor can provide peace of mind and potentially save residents money in the long run.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Xenia, OH can provide a wide range of services to ensure that your assets are distributed according to your wishes after your death. They can help you create a will, set up trusts, establish power of attorney, and plan for long-term care. Additionally, they can assist with probate and estate administration. What sets Xenia, OH apart is its rich history and unique architecture. The town was founded in 1803 and has many historic buildings, including the Greene County Courthouse and the Xenia Station Railroad Museum. With its charming small-town feel and bustling downtown area, Xenia, OH is a great place to live and plan for the future.

Located in the heart of Greene County, Ohio, Xenia is a hidden gem for those seeking an estate planning lawyer. With a population of just over 25,000, Xenia offers a small-town feel with big-city amenities. What sets Xenia apart from other cities is its rich history and commitment to preserving its heritage. The city boasts several historic landmarks, including the Greene County Courthouse, which dates back to 1901. This attention to preserving history is reflected in the legal community, where estate planning lawyers take great care in crafting personalized plans that honor their clients' legacies. The legal professionals in Xenia understand the importance of estate planning and work tirelessly to ensure that their clients' wishes are carried out. Whether you're looking to create a will, establish a trust, or navigate the complex world of probate, you can trust that a Xenia estate planning lawyer will provide the expertise and compassion necessary to guide you through the process.