Estate Planning Attorneys in Cumming, GA

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List of Firms

Top Cumming, GA Estate Planning Law Firms

The Estate Planning & Elder Law Firm of Michael R. Bascom, P.C.
5 out of 5
Location 2450 Atlanta Hwy # 1302, Cumming, GA 30040, USA
Phone (770) 889-3911
Directions
William P Millisor PC
4 out of 5
Location 115 W Courthouse Square, Cumming, GA 30040, USA
Phone (678) 947-8490
Directions
The Hamilton Law Firm, P.C.
4 out of 5
Location 353 Dahlonega St, Cumming, GA 30040, USA
Phone (770) 887-3188
Directions
Law Ofices of Christopher L. Moore, LLC
2 out of 5
Location 123 Tribble Gap Rd, Cumming, GA 30040, USA
Phone (678) 679-6717
Directions
The Fernandez Law Firm
5 out of 5
Location 327 Dahlonega St #602a, Cumming, GA 30040, USA
Phone (678) 667-2402
Directions
Reeder Law Firm
5 out of 5
Location 110 Samaritan Dr #102, Cumming, GA 30040, USA
Phone (770) 569-2748
Directions
Neville Law, LLC
5 out of 5
Location 285 Elm St Suite 302, Cumming, GA 30040, USA
Phone (678) 807-6511
Directions
The Lilly Law Firm, LLC
5 out of 5
Location 351-B Dahlonega St, Cumming, GA 30040, USA
Phone (678) 807-9150
Directions
Etheriedge & Associates, PC
Location 102 Mary Alice Park Rd Ste. #501, Cumming, GA 30040, USA
Phone (770) 205-6152
Directions
Miles Hansford & Tallant, LLC
4 out of 5
Location 202 Tribble Gap Rd Suite 200, Cumming, GA 30040, USA
Phone (770) 781-4100
Directions
Gina Micalizio Attorney At Law PC
4 out of 5
Location 101 Pilgrim Village Dr # 200, Cumming, GA 30040, USA
Phone (404) 432-2866
Directions
O'Kelley & Sorohan, Attorneys At Law, LLC
4 out of 5
Location 540 Lake Center Pkwy # 204, Cumming, GA 30040, USA
Phone (678) 513-9330
Directions
Estate Planning Lawyers in Cumming, GA

Where Estate Planners in Cumming, GA Serve

Nestled in the heart of Forsyth County, Cumming, GA is a vibrant city with a rich history and a promising future. From its stunning landmarks to its bustling streets, this city is a true gem of the South. The city boasts a number of top employers, including Northside Hospital, UPS, and Forsyth County Schools. Major highways such as GA-400 and I-85 run through the city, making it easily accessible from all directions. Some of the most popular neighborhoods in Cumming include Windermere, Vickery, and Longlake. Whether you're a long-time resident or a first-time visitor, Cumming is sure to captivate you with its charm and beauty.

Financial Services Related to Estate Planning in Cumming, GA

Banks and Credit Unions

Residents of Cumming, GA can benefit from a bank in many ways. One of the most common ways a bank can help is by providing access to financial services such as checking and savings accounts, loans, and credit cards. With the growth of Cumming, GA, banks can also assist in financing new home purchases or small business ventures. Additionally, banks can provide financial education resources to help residents make informed decisions about their money. For example, with the recent influx of new residents, a bank could offer seminars on how to budget for the high cost of living in the area. Overall, a bank can be a valuable resource for residents of Cumming, GA to help them manage their finances and achieve their financial goals.

Insurance Broker

Residents of Cumming, GA can greatly benefit from the services of an insurance broker. With the city's growing population and thriving economy, an insurance broker can assist residents in finding the best coverage options for their unique needs. Specifically, with Cumming's location in the foothills of the North Georgia Mountains, residents may require additional coverage for natural disasters such as floods or wildfires. An insurance broker can help residents navigate these potential risks and find the right insurance policies to protect their homes and belongings. Additionally, with Cumming's proximity to Atlanta, an insurance broker can assist residents in finding affordable car insurance options to navigate the city's busy roads. Overall, an insurance broker can provide valuable guidance and support to residents of Cumming, GA in securing the right insurance coverage for their specific circumstances.

Retirement Planning

Residents of Cumming, GA could benefit greatly from the expertise of a retirement planner. With a growing population of retirees in the area, a retirement planner can help residents navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. Specifically, given the high cost of living in Cumming, GA, a retirement planner can help residents develop a plan to ensure they have enough money to cover their expenses in retirement. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, a retirement planner can help residents adjust their retirement plans to account for any financial setbacks they may have experienced. Ultimately, a retirement planner can provide peace of mind to Cumming, GA residents, knowing that they have a solid plan in place for their retirement years.

Wealth Management

Residents of Cumming, GA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by developing a comprehensive financial plan tailored to the unique needs and goals of each individual or family. This plan may include investment strategies, tax planning, retirement planning, and estate planning, among other areas. Given the growing population of Cumming, GA, which has nearly doubled in size over the past decade, it is increasingly important for residents to have a solid financial plan in place to navigate the changing economic landscape. A wealth manager can provide the expertise and guidance needed to make informed decisions and achieve long-term financial success.

Financial Advisor

Residents of Cumming, GA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by assisting with retirement planning. With the median age in Cumming being 39.9 years old, many residents are likely thinking about their retirement years and how to plan for them. A financial advisor can help create a personalized plan that takes into account factors such as income, expenses, and desired retirement lifestyle. Additionally, with Cumming being located in Forsyth County, which has one of the highest median household incomes in Georgia, a financial advisor can provide guidance on investment opportunities and wealth management strategies to help residents maximize their assets and achieve their financial goals.

Mortgage Loan Officer

Residents of Cumming, GA can greatly benefit from the assistance of a mortgage loan officer. These professionals specialize in helping individuals and families secure financing for their dream homes. In Cumming, GA, one specific way that a mortgage loan officer can be particularly helpful is by providing guidance on the various loan options available for properties in the area. With its growing population and booming real estate market, Cumming, GA offers a range of home styles and price points, and a mortgage loan officer can help residents navigate the complexities of finding the right loan for their unique needs and circumstances. Whether it's a first-time homebuyer or someone looking to refinance their current mortgage, a mortgage loan officer can provide invaluable support and expertise throughout the entire process.

Tax Services

Residents of Cumming, GA can benefit greatly from the guidance of a tax advisor. With the city's growing population and thriving business community, tax laws and regulations are constantly changing, making it difficult for individuals and businesses to keep up. A tax advisor can help residents navigate these changes and ensure they are taking advantage of all available deductions and credits. For example, Cumming is home to many small businesses, and a tax advisor can help these business owners understand the tax implications of hiring employees, purchasing equipment, and expanding operations. Additionally, with the city's proximity to Atlanta, many residents may have income from multiple sources, such as rental properties or investments, and a tax advisor can help them manage these complex tax situations. Overall, a tax advisor can provide valuable support for Cumming residents looking to maximize their tax savings and minimize their liabilities.

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