Estate Planning Attorneys in Davidson, NC

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List of Firms

Top Davidson, NC Estate Planning Law Firms

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
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
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
Jones, Childers, Donaldson & Webb, PLLC
5 out of 5
Location 149 Welton Way, Mooresville, NC 28117, USA
Phone (704) 664-1127
Language https://jcdwlaw.com/
Directions
Hands Law Office, PLLC
5 out of 5
Location 3558 N Davidson St, Charlotte, NC 28205, USA
Phone (704) 248-7976
Language https://www.handslawonline.com/
Directions
Carolina Revaluation Services
5 out of 5
Location 209 Delburg St #203, Davidson, NC 28036, USA
Phone (980) 689-4289
Language http://www.ncreval.com/
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
Sabrina Winters, Attorney at Law, PLLC
5 out of 5
Location 6406 Carmel Rd #301, Charlotte, NC 28226, USA
Phone (704) 843-1446
Language http://www.ncestateplanninginfo.com/
Directions
Robbins Law Firm
5 out of 5
Location 19453 W Catawba Ave Suite E, Cornelius, NC 28031, USA
Phone (704) 892-4098
Language https://www.robbinslawfirm.com/
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
John Friguglietti Pa
5 out of 5
Location 575 Davidson Gateway Dr # 101, Davidson, NC 28036, USA
Phone (704) 892-1173
Directions
The Ewing Law Group, PLLC
5 out of 5
Location 19425 Liverpool Pkwy Suite G, Cornelius, NC 28031, USA
Phone (980) 689-4464
Language http://www.ceslawnc.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
David Self Law, PLLC
5 out of 5
Location 9605 Caldwell Commons Cir Suite A, Cornelius, NC 28031, USA
Phone (980) 223-3340
Language https://www.huntersvillefamilylaw.com/?utm_source=GMB&utm_medium=organic&utm_campaign=huntersville
Directions
Benbow, Davidson, & Martin, P.C.
4 out of 5
Location 309 Davie Ave, Statesville, NC 28677, USA
Phone (704) 871-9000
Language http://www.statesvillelaw.com/
Directions
Forbes Law Firm, PLLC
5 out of 5
Location 442 S Main St #5, Davidson, NC 28036, USA
Phone (704) 997-7075
Language https://forbeslawfirmpllc.com/
Directions
Sandra L Knox PC
5 out of 5
Location 19410 Jetton Rd # 130, Cornelius, NC 28031, USA
Phone (704) 892-1636
Directions
The Coley Law Firm, PLLC
5 out of 5
Location 9735 Caldwell Commons Cir, Cornelius, NC 28031, USA
Phone (704) 412-3260
Language http://www.coleylawfirm.com/
Directions
Homesley & Wingo Law Group PLLC
4 out of 5
Location 330 S Main St, Mooresville, NC 28115, USA
Phone (704) 664-2162
Language http://www.lakenormanlaw.com/
Directions
Danica Little Law, PLLC Lake Norman Probate & Estate Planning
Location 8712 Lindholm Dr #300, Huntersville, NC 28078, USA
Phone (704) 343-5633
Language http://www.danicalittlelaw.com/
Directions
Orsbon & Fenninger, LLP
5 out of 5
Location 4201 Congress St Suite 110, Charlotte, NC 28209, USA
Phone (704) 900-3883
Language http://www.orsbonandfenninger.com/?npcmp=dir:local:4048571:28209
Directions
Starrett Law Firm
5 out of 5
Location 3540 Toringdon Way Suite 200, Charlotte, NC 28277, USA
Phone (704) 887-4944
Language https://starrettlawfirm.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
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
Thebeau & Associates
4 out of 5
Location 19600 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 895-5612
Language http://thebeaulaw.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
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
Terres, Samantha H
5 out of 5
Location 16501 Northcross Dr, Huntersville, NC 28078, USA
Phone (704) 897-3072
Language https://samterreslaw.com/
Directions
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
Plyler + Waterhouse, PLLC (formerly Plyler Law Firm)
5 out of 5
Location 175 W Holly Hill Rd, Thomasville, NC 27360, USA
Phone (336) 475-6522
Language http://www.plylerwaterhouselaw.com/
Directions
Sanford Law Firm PC - Lake Norman
Location 19410 Jetton Rd STE 150, Cornelius, NC 28031, USA
Phone (704) 900-0544
Language http://www.trsanfordlegal.com/
Directions
Estate Planning Lawyers in Davidson, NC

Where Estate Planners in Davidson, NC Serve

Davidson, NC is a quaint, yet bustling, town located just north of Charlotte. It is home to several notable landmarks, including the historic Davidson College campus, which is known for its stunning architecture and picturesque grounds. The town is also home to several popular parks, such as Fisher Farm Park and Roosevelt Wilson Park, which offer residents and visitors alike ample opportunities for outdoor recreation. In terms of top employers, Davidson is home to several major companies, including Ingersoll Rand, Lowe's Companies, and MSC Industrial Direct. These companies provide a significant number of jobs to local residents, helping to fuel the town's economy and keep it thriving. When it comes to major highways and streets, Davidson is situated along I-77, which provides easy access to Charlotte and other nearby cities. Additionally, the town is home to several major thoroughfares, including Main Street, Concord Road, and Davidson-Concord Road, which make it easy to navigate and get around.

Financial Services Related to Estate Planning in Davidson, NC

Banks and Credit Unions

Residents of Davidson, NC can benefit from a bank in many ways. One of the most common ways is by providing access to financial services such as checking and savings accounts, loans, and credit cards. In particular, small business owners can benefit from a bank's services by obtaining business loans to help grow their business. Additionally, residents can take advantage of a bank's online and mobile banking services to manage their finances from the comfort of their homes. With Davidson being a small town, it's important for residents to have a local bank that understands the unique needs of the community and can provide personalized service. A bank in Davidson can also help residents with financial education and planning, so they can make informed decisions about their money and achieve their financial goals.

Insurance Broker

Residents of Davidson, NC can benefit from the services of an insurance broker in several ways. For example, an insurance broker can help residents find the best policies that meet their unique needs and budget. In Davidson, NC, where there are several small businesses, an insurance broker can also help business owners find the right coverage to protect their assets and employees. Additionally, an insurance broker can assist residents with navigating the complex world of insurance claims, ensuring that they receive the maximum amount of compensation possible. With the help of an insurance broker, residents of Davidson, NC can have peace of mind knowing that they have the right coverage in place to protect themselves and their loved ones.

Retirement Planning

Residents of Davidson, NC can greatly benefit from the services of a retirement planner. As a small town with a strong community feel, many residents have close relationships with their neighbors and want to ensure that their financial future is secure. A retirement planner can help residents of Davidson navigate the complexities of retirement planning, such as determining the best investment strategies and understanding Social Security benefits. Additionally, a retirement planner can provide guidance on long-term care options, which is especially important in a town with a growing senior population. By working with a retirement planner, residents of Davidson can feel confident that they are making the best decisions for their future and the future of their loved ones.

Wealth Management

Residents of Davidson, NC can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that aligns with the individual's goals and needs. This is especially important in Davidson, NC, where the cost of living is higher than the national average. A wealth manager can provide guidance on how to allocate funds, invest wisely, and plan for retirement. They can also help navigate complex financial situations, such as estate planning or tax strategies. By working with a wealth manager, residents of Davidson, NC can have peace of mind knowing their financial future is secure and they are making the most of their resources.

Financial Advisor

Residents of Davidson, NC may benefit from the guidance of a financial advisor in a variety of ways. One specific need for residents of this quaint town is assistance with estate planning. As Davidson is home to many affluent families, it's important to ensure that their assets and property are protected and distributed according to their wishes. A financial advisor can provide guidance on creating wills and trusts, minimizing estate taxes, and ensuring that beneficiaries are properly designated. Additionally, a financial advisor can help residents navigate investment options, retirement planning, and debt management strategies. With the help of a trusted financial advisor, residents of Davidson can feel confident in their financial future and focus on enjoying all that their charming town has to offer.

Mortgage Loan Officer

Residents of Davidson, NC can benefit greatly from the assistance of a mortgage loan officer. One of the most common ways that a loan officer can help is by guiding residents through the home buying process. Davidson, NC is a popular area for homebuyers due to its charming small-town feel and proximity to Charlotte. However, navigating the complex world of mortgages and financing can be overwhelming for many. A loan officer can help residents understand their options, find the best rates, and secure financing for their dream home. Additionally, a loan officer can assist residents with refinancing their current mortgages, which can help lower monthly payments and save money in the long run. With the help of a knowledgeable and experienced mortgage loan officer, residents of Davidson, NC can achieve their homeownership goals and live comfortably in this beautiful community.

Tax Services

Residents of Davidson, NC can benefit greatly from the expertise of a tax advisor. Specifically, a tax advisor can help residents navigate the complex tax laws that are unique to North Carolina. For example, North Carolina is one of only a few states that taxes Social Security income. A tax advisor can help residents understand how this tax works and how to minimize its impact. Additionally, Davidson has a large number of small business owners who can benefit from the advice of a tax advisor. A tax advisor can help these business owners navigate the tax laws surrounding business expenses, deductions, and credits, which can be especially complex for small businesses. Overall, a tax advisor can help residents of Davidson, NC save money, avoid penalties, and navigate the complex tax laws of North Carolina.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Davidson, NC can provide a range of services to help clients plan for the future of their assets and beneficiaries. From drafting wills and trusts to establishing powers of attorney and healthcare directives, these attorneys can guide individuals through the complex legal processes involved in estate planning. In Davidson, NC, estate planning lawyers may also have expertise in navigating the state's unique tax laws and regulations, ensuring that clients can minimize their tax liability and protect their assets. With their comprehensive knowledge of estate planning strategies and tools, these lawyers can help clients create customized plans that meet their specific needs and goals, providing peace of mind and security for themselves and their loved ones.

Davidson, NC is the ideal place to find an estate planning lawyer for several reasons. The town is home to several reputable law firms that specialize in estate planning, providing clients with a wide range of legal services to ensure their assets are protected and distributed according to their wishes. One specific aspect that makes Davidson stand out is its strong community values, which are reflected in the legal services provided by its attorneys. These lawyers take a personalized approach to estate planning, taking the time to understand each client's unique needs and crafting customized solutions that align with their goals. The town's rich history and culture also play a role in shaping the legal landscape, with attorneys drawing inspiration from the area's heritage to create innovative estate planning strategies. Overall, Davidson, NC offers the perfect combination of legal expertise, community values, and cultural richness, making it the best place to find an estate planning lawyer.