Estate Planning Attorneys in Bucks County, PA

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List of Firms

Top Bucks County, PA Estate Planning Law Firms

Olen Law Office
5 out of 5
Location 333 N Oxford Valley Rd #302, Fairless Hills, PA 19030, USA
Phone (215) 943-5343
Directions
Shober & Rock
5 out of 5
Location 308 N Main St #400, Chalfont, PA 18914, USA
Phone (215) 345-4301
Directions
McCullough Eisenberg, LLC
5 out of 5
Location 65 W Street Rd A-204, Warminster, PA 18974, USA
Phone (215) 957-6411
Directions
Stolee & Associates, LLC
5 out of 5
Location 132 Mill St, Bristol, PA 19007, USA
Phone (215) 788-3400
Directions
Ashby Law Offices, LLC
5 out of 5
Location 314 W Broad St Suite 118, Quakertown, PA 18951, USA
Phone (215) 536-7606
Directions
Law Offices of Leo Mikityanskiy, P.C
5 out of 5
Location 275 E Street Rd #4, Feasterville-Trevose, PA 19053, USA
Phone (215) 357-1400
Directions
Antheil Maslow & MacMinn, LLP
4 out of 5
Location 131 W State St # A, Doylestown, PA 18901, USA
Phone (215) 230-7500
Directions
Benoff Law Firm
5 out of 5
Location 5 Neshaminy Interplex Ste 205, Trevose, PA 19053, USA
Phone (215) 677-7777
Directions
William J. Benz, Attorney at Law
5 out of 5
Location 307 Lakeside Dr, Southampton, PA 18966, USA
Phone (215) 322-5599
Directions
Landis, Hunsberger, Gingrich & Weik, LLP
5 out of 5
Location 114 E Broad St, Souderton, PA 18964, USA
Phone (267) 281-5741
Directions
Kardos, Rickles & Hand
4 out of 5
Location 626 S State St, Newtown, PA 18940, USA
Phone (215) 968-6602
Directions
Wells, Hoffman, Holloway & Medvesky LLP
5 out of 5
Location 601 E Broad St Suite 110, Souderton, PA 18964, USA
Phone (215) 660-3170
Directions
John M. Kenney Law Office
4 out of 5
Location 308 N Oxford Valley Rd, Fairless Hills, PA 19030, USA
Phone (215) 547-3031
Directions
Duffy North
4 out of 5
Location 104 N York Rd, Hatboro, PA 19040, USA
Phone (215) 914-9939
Directions
Cadwallader Law Offices
5 out of 5
Location 16 S Main St, Yardley, PA 19067, USA
Phone (215) 493-3641
Directions
Estate Planning Lawyers in Bucks County, PA

Where Estate Planners in Bucks County, PA Serve

Bucks County, PA is a stunningly beautiful county located in the southeastern part of Pennsylvania, known for its picturesque landscapes, charming towns, and rich history. With its sprawling countryside and quaint villages, Bucks County offers a unique blend of rural and urban living, making it an ideal place to call home. One of the most notable landmarks in Bucks County is the historic Washington Crossing Historic Park, where George Washington famously crossed the Delaware River during the American Revolution. Other notable landmarks include the Fonthill Castle, the Mercer Museum, and the Pearl S. Buck House. Bucks County is home to several major employers, including Johnson & Johnson, St. Mary Medical Center, and Penn Community Bank. The county boasts a diverse economy, with industries ranging from healthcare and finance to manufacturing and agriculture. Major highways in Bucks County include Interstate 95, the Pennsylvania Turnpike, and Route 1.

Financial Services Related to Estate Planning in Bucks County, PA

Banks and Credit Unions

Residents of Bucks County, PA can benefit from a bank in many ways. One of the most common ways is through access to financial services and products that can help them manage their money and achieve their financial goals. Bucks County is known for its diverse population, with many families and individuals who are looking to save for their future or invest in their community. A bank can provide them with tools like savings accounts, loans, and investment opportunities that can help them grow their wealth and achieve their dreams. Additionally, a bank can offer personalized advice and support to help residents navigate financial challenges and make informed decisions about their money. Whether it's opening a new account, applying for a loan, or seeking financial guidance, a bank can be a valuable resource for residents of Bucks County.

Insurance Broker

Residents of Bucks County, PA can benefit greatly from the services of an insurance broker. With its diverse population and unique geography, Bucks County presents a range of challenges when it comes to finding the right insurance coverage. An experienced insurance broker can help residents navigate the complex world of insurance, providing guidance and support in finding the policies that best meet their needs. Whether it's finding affordable health insurance, securing coverage for a home or business, or protecting against liability risks, an insurance broker can provide valuable assistance to residents of Bucks County, PA. With their knowledge of the local market and their commitment to finding the best possible coverage for their clients, insurance brokers can help ensure that residents of Bucks County are protected against the unexpected.

Retirement Planning

Residents of Bucks County, PA can benefit greatly from the expertise of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the unique financial situation of each individual. This can include factors such as retirement savings, investments, and social security benefits. In Bucks County, PA, where the cost of living is higher than the national average, a retirement planner can also provide guidance on how to manage expenses and maximize retirement income. Additionally, a retirement planner can help residents navigate the complex world of healthcare and insurance, ensuring that they have adequate coverage and are not burdened by unexpected medical expenses. Overall, a retirement planner can provide peace of mind and help residents of Bucks County, PA achieve their retirement goals.

Wealth Management

Residents of Bucks County, PA can greatly benefit from the services of a wealth manager. With its affluent population and high cost of living, many individuals in this area require expert guidance in managing their finances. A wealth manager can assist with a variety of financial needs, such as retirement planning, investment management, tax planning, and estate planning. Additionally, with Bucks County's proximity to Philadelphia and New York City, residents may have unique investment opportunities that require specialized knowledge and experience. A wealth manager can provide personalized advice and support to help residents make informed decisions about their finances and achieve their long-term financial goals.

Financial Advisor

Residents of Bucks County, PA could benefit from the guidance of a financial advisor in various ways. One of the most common ways is to help them navigate the local real estate market, which is known for its high property values and competitive bidding. A financial advisor can assist residents in making informed decisions about buying or selling their homes, as well as provide advice on managing their mortgage payments and property taxes. Additionally, a financial advisor can help residents plan for their retirement, which is especially important in Bucks County where the cost of living is relatively high. By creating a personalized financial plan, a financial advisor can help residents achieve their long-term financial goals and ensure their financial security.

Mortgage Loan Officer

Residents of Bucks County, PA can benefit from a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in finding the best mortgage rates for their specific needs. This is particularly important in Bucks County, where the housing market is highly competitive and prices can be steep. Secondly, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, ensuring that all necessary paperwork is completed and submitted correctly. This can be especially helpful for first-time homebuyers in Bucks County, who may be unfamiliar with the process. Finally, a mortgage loan officer can provide guidance and support throughout the entire homebuying process, from pre-approval to closing. This can help residents feel more confident and secure in their decision to purchase a home in Bucks County.

Tax Services

Residents of Bucks County, PA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to Bucks County. For example, Bucks County has a 1% local earned income tax that is collected by employers and remitted to the county. A tax advisor can help residents understand how this tax works and how it may impact their overall tax liability. Additionally, a tax advisor can provide advice on deductions and credits that are unique to the area, such as the Keystone Opportunity Zone tax credit for businesses located in certain designated areas of the county. By working with a tax advisor, residents of Bucks County can ensure they are taking advantage of all available tax benefits and avoiding any potential tax pitfalls.

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