Estate Planning Attorneys in Allen, TX

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List of Firms

Top Allen, TX Estate Planning Law Firms

Northcutt, Dean & Rose Law
5 out of 5
Location 80 E McDermott Dr, Allen, TX 75002, USA
Phone (972) 390-1608
Language http://allentexasattorney.com/
Directions
Ruais Law, PLLC
4 out of 5
Location 8951 Collin McKinney Pkwy #201, McKinney, TX 75070, USA
Phone (214) 572-2109
Language http://www.bluejeanslaw.com/
Directions
Lawyers Title Allen - J.Kent Newsom, Approved Fee Attorney Office
4 out of 5
Location 301 S Watters Rd Suite 101, Allen, TX 75013, USA
Phone (972) 727-9898
Language https://www.facebook.com/Lawyers-Title-Allen-1063208927045964/
Directions
The Malolo Law Firm, PLLC
5 out of 5
Location 6401 Eldorado Pkwy STE 102, McKinney, TX 75070, USA
Phone (214) 620-2088
Language https://mckinneyestateplanning.com/
Directions
Saunders, Walsh & Beard - Attorneys
4 out of 5
Location 6850 TPC Dr #210, McKinney, TX 75070, USA
Phone (214) 919-3555
Language https://saunderswalsh.com/
Directions
Holly E. Fuller
4 out of 5
Location 333 E Bethany Dr K-100, Allen, TX 75002, USA
Phone (214) 597-0252
Language http://www.hollyfullerlaw.com/
Directions
Estate Planning Lawyers in Allen, TX

Where Estate Planners in Allen, TX Serve

Allen, TX is a vibrant city located in Collin County, Texas. It boasts of several landmarks that attract visitors from far and wide. Some of these include the Allen Premium Outlets, the Allen Event Center, and the Watters Creek at Montgomery Farm. The city is also home to some of the top employers in the region, including the Allen Independent School District, the City of Allen, and the Texas Health Presbyterian Hospital Allen. Major highways and streets in Allen, TX include the Sam Rayburn Tollway, US 75, and State Highway 121. These roads connect Allen to other cities in the Dallas-Fort Worth Metroplex, making it easy for residents to commute to work or explore nearby attractions. Allen, TX is divided into several neighborhoods, each with its unique charm and personality. Some of the most popular neighborhoods include Twin Creeks, Waterford Parks, and StarCreek. These neighborhoods offer a range of housing options, including single-family homes, townhouses, and apartments.

Financial Services Related to Estate Planning in Allen, TX

Banks and Credit Unions

Residents of Allen, TX can benefit from a bank in many ways. For starters, a bank can help them manage their finances by offering checking and savings accounts, as well as credit cards and loans. Additionally, a bank can provide financial advice and guidance to help residents plan for their future. In a growing city like Allen, TX, a bank can also offer services such as mortgage loans and business loans to help individuals and entrepreneurs achieve their goals. Whether it's saving for a down payment on a new home or starting a small business, a bank can be a valuable resource for residents of Allen, TX.

Insurance Broker

Residents of Allen, TX can benefit greatly from the services of an insurance broker. With the city's rapid growth and increasing population, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the best coverage for their unique needs. For example, an insurance broker can help Allen residents who are new to the area and need to find home insurance that covers specific risks common in the region, such as tornadoes and hailstorms. Additionally, an insurance broker can assist those who are self-employed or small business owners in finding the right health insurance plans that fit their budget and provide adequate coverage for their employees. Overall, an insurance broker can provide valuable guidance and support to Allen residents in securing the insurance coverage they need to protect their homes, businesses, and families.

Retirement Planning

Residents of Allen, TX can benefit greatly from the expertise of a retirement planner. With the city's growing population and diverse demographic, a retirement planner can help individuals navigate the complexities of retirement planning and ensure that they are on track to meet their financial goals. Specifically, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, all of which are crucial components of a successful retirement. Additionally, with the abundance of retirement communities in and around Allen, a retirement planner can help individuals make informed decisions about where to live and how to fund their retirement lifestyle. Overall, a retirement planner can provide invaluable support to residents of Allen, TX as they plan for their future and strive to achieve financial security in retirement.

Wealth Management

Residents of Allen, TX can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing personalized investment advice. Allen is a rapidly growing city with a diverse population, and a wealth manager can help residents navigate the complex world of investments and create a customized investment portfolio that meets their unique needs and goals. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, which are all important considerations for Allen residents who want to secure their financial future. With the help of a wealth manager, residents of Allen can feel confident that they are making informed decisions about their finances and taking steps to achieve their long-term financial goals.

Financial Advisor

Residents of Allen, TX can benefit greatly from the expertise of a financial advisor. With the city's growing population and thriving economy, many individuals and families are looking for guidance on how to manage their finances effectively. A financial advisor can provide assistance with a range of financial goals, from saving for retirement to planning for college expenses. Additionally, with the high cost of living in Allen, TX, a financial advisor can help residents develop strategies for budgeting and saving money. Whether it's investing in the local real estate market or maximizing retirement savings, a financial advisor can help residents make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Allen, TX can benefit from the expertise of a mortgage loan officer in a variety of ways. For example, a loan officer can help residents navigate the often confusing and overwhelming process of buying a home. They can provide guidance on the different types of loans available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best for their specific financial situation. Additionally, loan officers can assist residents in finding the best possible interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. With the unique housing market of Allen, TX, a mortgage loan officer can also provide insight into the local market trends and help residents find the perfect home in their desired area.

Tax Services

Residents of Allen, TX can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. For example, Allen residents who own a home may be able to deduct their mortgage interest and property taxes on their tax return. Additionally, a tax advisor can help residents navigate the complexities of state and local tax laws, which can vary significantly from one jurisdiction to another. This is especially important in Allen, where the city has a unique tax structure that includes a 1% sales tax and a 0.5% property tax. By working with a tax advisor, residents can ensure that they are taking advantage of all available tax breaks and avoiding costly mistakes that could trigger an audit or penalty.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Allen, TX can provide a wide range of services to ensure that your assets are protected and distributed according to your wishes. These services include drafting wills, trusts, and other legal documents that outline your wishes for your estate. Additionally, an estate planning lawyer can help you minimize taxes and other expenses associated with transferring your assets to your heirs. In Allen, TX, estate planning lawyers are well-versed in the state's unique laws and regulations, which can be complex and confusing to navigate on your own. They can also provide guidance on how to best protect your assets from creditors and other potential threats. With their expertise and experience, an estate planning lawyer in Allen, TX can help you achieve peace of mind and ensure that your loved ones are taken care of after you're gone.

Allen, TX is an exceptional location to obtain an estate planning lawyer due to its thriving and dynamic community. The city's population has been steadily increasing over the years, and it has become a hub for businesses and families alike. The legal professionals in Allen, TX are well-versed in the intricacies of estate planning and can provide you with tailored solutions that meet your unique needs. Moreover, the city's proximity to Dallas and Fort Worth allows for easy access to a vast network of legal resources, making it an ideal location to find an attorney who can handle even the most complex estate planning cases. Whether you need help with drafting a will, creating a trust, or navigating probate court, Allen, TX has the legal expertise and resources to help you achieve your goals.