Estate Planning Attorneys in Columbus, OH

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List of Firms

Top Columbus, OH Estate Planning Law Firms

Decker Vonau & Carr, LLC
5 out of 5
Location 620 E Broad St #200, Columbus, OH 43215, USA
Phone (614) 242-4242
Directions
McClenaghan Law Group, LLC.
5 out of 5
Location 3956 Brown Park Dr B, Hilliard, OH 43026, USA
Phone (614) 429-1053
Directions
Thomas Taneff Co., LPA
5 out of 5
Location 250 S Civic Center Dr, Columbus, OH 43215, USA
Phone (614) 241-2181
Directions
Samir Dahman-Kohrman Jackson & Krantz
5 out of 5
Location 10 W Broad St #1900, Columbus, OH 43215, USA
Phone (614) 636-1250
Directions
Estate Planning Lawyers in Columbus, OH

Where Estate Planners in Columbus, OH Serve

Columbus, OH is a vibrant city in the heart of the Midwest with a rich history and a diverse population. The city is home to many iconic landmarks, such as the Ohio Statehouse, the Columbus Museum of Art, and the Franklin Park Conservatory and Botanical Gardens. Top employers in Columbus include Nationwide Insurance, Ohio State University, and JPMorgan Chase. The city is also home to several major highways, including I-70, I-71, and I-270, which provide easy access to other cities and states. Columbus is divided into several distinct neighborhoods, each with its own unique character and charm. The Short North Arts District is known for its vibrant arts scene and trendy restaurants, while German Village is a historic neighborhood with charming brick streets and beautiful architecture. Other popular neighborhoods include Victorian Village, Italian Village, and the Brewery District. Overall, Columbus is a dynamic and exciting city that offers something for everyone.

Financial Services Related to Estate Planning in Columbus, OH

Banks and Credit Unions

Residents of Columbus, OH can benefit from a bank in a variety of ways. Firstly, banks can provide financial advice and help residents manage their money effectively. This is especially important in Columbus, a city with a growing economy and a diverse population. A bank can also offer loans and mortgages to help residents purchase homes, start businesses, or fund other important expenses. Additionally, banks can provide easy access to ATMs and online banking services, making it convenient for residents to manage their finances on-the-go. Overall, a bank can be a valuable resource for Columbus residents looking to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Columbus, OH can benefit greatly from the services of an insurance broker. With the city's growing population and diverse demographics, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, Columbus is home to many small business owners who may require specialized insurance coverage for their operations. An insurance broker can help these entrepreneurs find policies that protect their businesses from liability and unforeseen events. Additionally, Columbus experiences extreme weather conditions throughout the year, such as heavy snowfall and tornadoes. An insurance broker can assist residents in finding policies that provide coverage for property damage and other losses caused by these weather events. Overall, an insurance broker can provide invaluable assistance to Columbus residents in finding and securing the insurance coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Columbus, OH could benefit greatly from the services of a retirement planner. With a population of over 900,000 people, Columbus is home to many individuals who may be uncertain about their financial future. A retirement planner can help residents of Columbus navigate the complex world of retirement planning, including setting goals, creating a budget, and investing in the right vehicles. Additionally, a retirement planner can help residents of Columbus take advantage of unique opportunities available in the city, such as the Ohio Public Employees Retirement System and the Ohio Deferred Compensation Plan. By working with a retirement planner, Columbus residents can ensure they are on the right track to a secure and comfortable retirement.

Wealth Management

Residents of Columbus, OH can benefit greatly from the assistance of a wealth manager in several ways. For instance, a wealth manager can help residents in Columbus, OH to create a comprehensive financial plan that is tailored to their specific needs and goals. This plan can include strategies for retirement planning, investment management, tax planning, and estate planning. Additionally, a wealth manager can help residents of Columbus, OH to navigate the unique financial challenges that come with living in a rapidly growing and changing city. For example, Columbus, OH has seen a significant increase in housing costs in recent years, and a wealth manager can help residents to manage their finances effectively in the face of rising housing costs. Overall, a wealth manager can provide invaluable guidance and support to residents of Columbus, OH as they work to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Columbus, OH could benefit from a financial advisor in a variety of ways. One of the most common areas where a financial advisor could be helpful is in planning for retirement. With the cost of living in Columbus being slightly higher than the national average, it's important for residents to have a solid plan for their future financial security. A financial advisor can help assess current financial situations, identify goals, and create a personalized plan to achieve those goals. Additionally, with Columbus being home to several major corporations, a financial advisor can also assist with investment strategies and navigating the complexities of stock options and other corporate benefits. Overall, a financial advisor can provide valuable guidance and peace of mind for Columbus residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Columbus, OH can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as finding the right mortgage product for a specific financial situation, helping to secure pre-approval for a home loan, and providing guidance throughout the entire home buying process. One specific aspect of Columbus that can greatly benefit from a mortgage loan officer is the city's diverse housing market. With a range of neighborhoods, from trendy urban areas to quiet suburban communities, a mortgage loan officer can help residents navigate the unique options available to them and find the perfect home in a location that suits their lifestyle and needs.

Tax Services

Residents of Columbus, OH can benefit greatly from the expertise of a tax advisor. With the city's growing economy and diverse population, there are many tax laws and regulations that can be confusing and overwhelming for individuals. A tax advisor can provide guidance on how to navigate these laws and ensure that residents are taking advantage of all available tax credits and deductions. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes may impact their finances. For example, Columbus residents who own rental properties may benefit from a tax advisor's expertise in navigating the complex rules surrounding rental income and expenses. Overall, a tax advisor can provide valuable assistance to Columbus residents in maximizing their tax savings and minimizing their tax liabilities.

Columbus, OH Financial Resources

Columbus, OH Chamber of Commerce

https://columbus.org/

Columbus, OH City Hall

https://www.columbus.gov/

Columbus, OH Public Library

https://www.columbuslibrary.org/

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