Estate Planning Attorneys in Cornelius, NC

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List of Firms

Top Cornelius, NC Estate Planning Law Firms

Adkins Law PLLC
5 out of 5
Location 9620 Sherrill Estates Rd, Huntersville, NC 28078, USA
Phone (704) 274-5677
Language http://www.huntersvillelawyer.com/
Directions
Creamer Millovitsch
5 out of 5
Location 130 Harbour Pl Dr #270, Davidson, NC 28036, USA
Phone (704) 997-7090
Language https://www.cmestatelaw.com/
Directions
The Collier Law Firm
4 out of 5
Location 17505 W Catawba Ave Suite 180, Cornelius, NC 28031, USA
Phone (704) 997-6211
Language http://carolinalakeslaw.com/
Directions
CEAR
Location 19825 N Cove Rd, Cornelius, NC 28031, USA
Phone (804) 564-5330
Language https://www.cearjustice.org/about-us/
Directions
Thebeau & Associates
4 out of 5
Location 19600 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 895-5612
Language http://thebeaulaw.com/
Directions
The Coley Law Firm, PLLC
4 out of 5
Location 9735 Caldwell Commons Cir, Cornelius, NC 28031, USA
Phone (704) 412-3260
Language http://www.coleylawfirm.com/
Directions
Terres, Samantha H
5 out of 5
Location 16501 Northcross Dr, Huntersville, NC 28078, USA
Phone (704) 897-3072
Language https://samterreslaw.com/
Directions
Nosal & Jeter, LLP
5 out of 5
Location 18525 Statesville Rd ste d-02, Cornelius, NC 28031, USA
Phone (704) 608-3429
Language https://www.nosaljeterlaw.com/
Directions
Hinson Faulk, P.A.
5 out of 5
Location 403 Gilead Rd STE J, Huntersville, NC 28078, USA
Phone (704) 274-5578
Language https://hinsonfaulk.com/
Directions
Knipp Law Office, PLLC
4 out of 5
Location 8221 Village Harbor Dr, Cornelius, NC 28031, USA
Phone (704) 765-2511
Language http://www.knipplaw.com/
Directions
Lake Norman Wealth Counsel
5 out of 5
Location 11330 Vanstory Dr, Huntersville, NC 28078, USA
Phone (704) 464-8809
Language https://www.lknwealthcounsel.com/
Directions
Kelly Myers Law Office
4 out of 5
Location 18139 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 896-0906
Language http://www.plannc.com/
Directions
Law Offices of Nicole Henderson, PLLC
5 out of 5
Location 19109 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 897-3817
Directions
Ckezepis & Bright Law, PLLC
5 out of 5
Location 16745 Birkdale Commons Pkwy #C, Huntersville, NC 28078, USA
Phone (704) 659-0273
Language https://closehere.com/
Directions
The Law Offices of Keith L. Howard, PLLC
5 out of 5
Location 19109 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 612-4151
Language http://www.khowardlaw.com/
Directions
Ruffin Law, PLLC
Location 17830 N, Statesville Rd #220, Cornelius, NC 28031, USA
Phone (980) 308-2779
Directions
Casa Law, PA
4 out of 5
Location 200 F, N Harbor Pl, Davidson, NC 28036, USA
Phone (980) 443-4500
Language https://casa-law-pa.business.site/?utm_source=gmb&utm_medium=referral
Directions
Shepard Law, PLLC
5 out of 5
Location 8520 Cliff Cameron Dr Suite 190, Charlotte, NC 28269, USA
Phone (704) 769-3100
Language https://www.shepardlawpllc.com/
Directions
Cunningham III John
5 out of 5
Location 201 South St, Davidson, NC 28036, USA
Phone (704) 892-7623
Language http://www.johncunninghamlegal.com/
Directions
Sodoma Law North
5 out of 5
Location 18825 W Catawba Ave #150, Cornelius, NC 28031, USA
Phone (704) 584-4121
Language http://www.sodomalaw.com/sodoma-law-north/
Directions
The McIntosh Law Firm
4 out of 5
Location 209 Delburg St #203, Davidson, NC 28036, USA
Phone (704) 892-1612
Language https://www.mcintoshlawfirm.com/?utm_source=GMB&utm_medium=organic&utm_campaign=davidson
Directions
Lake Norman Law Firm
4 out of 5
Location 21235 Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 765-1617
Language https://lknlawfirm.com/
Directions
Sandra L Knox PC
4 out of 5
Location 19410 Jetton Rd # 130, Cornelius, NC 28031, USA
Phone (704) 892-1636
Directions
Godley, Glazer & Funk, PLLC
5 out of 5
Location 19901 W Catawba Ave # 103, Cornelius, NC 28031, USA
Phone (704) 235-4811
Language http://www.ggflawyers.com/
Directions
Estate Planning Lawyers in Cornelius, NC

Where Estate Planners in Cornelius, NC Serve

Cornelius, NC is a charming town located in Mecklenburg County, North Carolina. It is known for its breathtaking landmarks, world-class employers, and bustling highways and streets. Some of the most notable landmarks in Cornelius include the beautiful Lake Norman, the historic Cornelius Depot, and the picturesque Jetton Park. When it comes to top employers, Cornelius boasts an impressive list of companies that provide countless job opportunities for its residents. Some of the major employers in the area include Aquesta Bank, MSC Industrial Supply, and Novant Health. In terms of highways and streets, Cornelius is home to several major thoroughfares that connect the town to other parts of North Carolina and beyond. These include Interstate 77, Highway 115, and Catawba Avenue. Finally, Cornelius is made up of several unique neighborhoods, each with its own distinct personality and charm.

Financial Services Related to Estate Planning in Cornelius, NC

Banks and Credit Unions

Residents of Cornelius, NC would benefit greatly from the services provided by a bank. One of the most common ways a bank can assist the community is by providing access to financial resources. Cornelius is a growing town with a population of over 30,000 people, and with that growth comes the need for financial assistance. A bank can offer loans for small businesses and mortgages for new homeowners. Additionally, banks can provide financial education to residents who may not have access to such resources elsewhere. With Lake Norman being a popular attraction in Cornelius, a bank can also offer services such as boat loans and recreational vehicle loans. Overall, a bank can play a vital role in helping the residents of Cornelius achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Cornelius, NC can benefit greatly from the expertise of an insurance broker. With the town's proximity to Lake Norman, many residents own boats and watercraft that require specialized insurance coverage. An insurance broker can help navigate the often complex world of boat insurance and ensure that residents have the appropriate coverage for their specific needs. Additionally, with the town's growing population, many residents are in the market for homeowners or renters insurance. An insurance broker can help residents find the best policies that fit their budget and provide peace of mind in the event of unexpected damages or losses. Overall, an insurance broker can provide valuable guidance and support to Cornelius residents as they navigate the world of insurance.

Retirement Planning

Residents of Cornelius, NC can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by assisting residents in creating a personalized retirement plan that takes into account their specific financial situation, goals, and needs. This is especially important in Cornelius, NC, where the cost of living can be higher than in other areas of the state. A retirement planner can provide guidance on how to manage expenses and investments to ensure a comfortable retirement, as well as help residents navigate the complex world of Social Security and Medicare. Additionally, a retirement planner can provide peace of mind by helping residents prepare for unexpected expenses and emergencies, such as medical bills or long-term care needs. Overall, working with a retirement planner can help residents of Cornelius, NC achieve their retirement goals and enjoy their golden years with financial security.

Wealth Management

Residents of Cornelius, NC can greatly benefit from the services of a wealth manager in a number of ways. One of the most common ways is by receiving guidance on how to invest their money wisely and make it work for them. This is especially important in a town like Cornelius, where there is a growing population of retirees and high net worth individuals who need to plan for their financial future. A wealth manager can help these individuals create a customized investment strategy that takes into account their unique goals, risk tolerance, and time horizon. Additionally, a wealth manager can provide advice on tax planning, estate planning, and other financial matters that are especially relevant in a town like Cornelius, where many residents own businesses or have inherited significant assets. With the help of a skilled wealth manager, residents of Cornelius can feel confident that they are making sound financial decisions that will help them achieve their long-term goals.

Financial Advisor

Residents of Cornelius, NC could benefit greatly from the guidance of a financial advisor. With a population of just over 30,000, many residents may be unsure of how to effectively manage their finances. A financial advisor can assist with a wide range of financial concerns, such as creating a budget, investing for retirement, and planning for future expenses. Additionally, with Cornelius being a popular destination for boaters and water enthusiasts due to its proximity to Lake Norman, a financial advisor can also provide advice on purchasing and maintaining watercraft. Overall, a financial advisor can help residents of Cornelius, NC achieve their financial goals and provide peace of mind for their future.

Mortgage Loan Officer

Residents of Cornelius, NC can benefit greatly from the services of a mortgage loan officer. These professionals can assist in securing financing for the purchase of a home, refinancing an existing mortgage, or obtaining a home equity loan. With Cornelius being a popular suburb of Charlotte, many residents are looking to purchase homes in the area. A mortgage loan officer can help potential homebuyers navigate the complex process of obtaining a mortgage, including determining the best loan type and interest rate for their specific financial situation. Additionally, with the town's proximity to Lake Norman, many residents may be interested in obtaining a second mortgage or home equity loan to fund renovations or upgrades to their waterfront properties. A mortgage loan officer can provide valuable guidance and support throughout the entire loan process, ensuring that residents of Cornelius, NC are able to achieve their homeownership and financial goals.

Tax Services

Residents of Cornelius, NC can benefit greatly from the expertise of a tax advisor. With the town's growing population and thriving business community, there are many opportunities for residents to maximize their tax savings. A tax advisor can provide guidance on deductions and credits specific to Cornelius, such as the North Carolina Back-to-School Sales Tax Holiday and the Energy-Efficient Appliance Rebate Program. Additionally, with the recent changes to the tax code, a tax advisor can help residents navigate the new rules and regulations to ensure they are taking advantage of all available tax benefits. Whether it's minimizing tax liability, maximizing deductions, or simply ensuring compliance with tax laws, a tax advisor can provide invaluable assistance to residents of Cornelius, NC.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Cornelius, NC can provide a wide range of services to help individuals and families plan for their future. They can assist with drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the client's wishes. Additionally, they can help with tax planning and asset protection strategies to minimize the impact of estate taxes and protect assets from creditors. One unique aspect of Cornelius, NC is its proximity to Lake Norman, which is a popular destination for boating and water sports. As such, an estate planning lawyer in Cornelius may also have experience in helping clients plan for the transfer of ownership of boats and other watercraft, which can involve complex legal and tax considerations. Overall, working with an estate planning lawyer in Cornelius, NC can provide peace of mind and ensure that one's assets are protected and distributed according to their wishes.

Cornelius, NC is the ideal place to find an estate planning lawyer due to its thriving legal community. The town is home to several highly experienced attorneys who specialize in estate planning and can provide expert guidance to clients seeking to protect their assets and ensure their wishes are carried out. Additionally, Cornelius boasts a rich history and culture, which lends itself to a unique and diverse legal landscape. The town is known for its vibrant arts scene, bustling business community, and stunning natural landscapes, all of which provide a wealth of opportunities for estate planning lawyers to help clients create comprehensive plans that reflect their individual needs and desires. Whether you are looking to draft a will, establish a trust, or navigate complex tax laws, Cornelius offers a wealth of resources and expertise to help you achieve your goals and secure your legacy for generations to come.