Estate Planning Attorneys in Delaware County, OH

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List of Firms

Top Delaware County, OH Estate Planning Law Firms

Manos, Martin & Pergram Co., LPA
5 out of 5
Location 50 N Sandusky St, Delaware, OH 43015, USA
Phone (740) 363-1313
Directions
Firestone Brehm Wolf Whitney & Young
4 out of 5
Location 6 S Vernon St, Sunbury, OH 43074, USA
Phone (740) 965-2226
Directions
Firestone Brehm Hanson Wolf
5 out of 5
Location 15 W Winter St, Delaware, OH 43015, USA
Phone (740) 363-1213
Directions
Law Office of Lisa K. Meier, LLC
5 out of 5
Location 4248 Tuller Rd Ste 110, Dublin, OH 43017, USA
Phone (614) 286-1747
Directions
The Law Offices of Saia & Piatt, Inc.
4 out of 5
Location 98 N Union St, Delaware, OH 43015, USA
Phone (740) 362-4772
Directions
J. Michael Nicks Attorney at Law
5 out of 5
Location 96 W William St #100, Delaware, OH 43015, USA
Phone (740) 417-9578
Directions
Metz, Bailey & McLoughlin, LLP
5 out of 5
Location 33 E Schrock Rd Suite 1, Westerville, OH 43081, USA
Phone (614) 423-4619
Directions
Estate Planning Lawyers in Delaware County, OH

Where Estate Planners in Delaware County, OH Serve

Delaware County, OH is a picturesque and thriving region located in the heart of Ohio. The area boasts a rich history and a plethora of landmarks that serve as a testament to its past. Among these landmarks are the historic Delaware County Courthouse, the Olentangy Indian Caverns, and the Alum Creek State Park. In addition to its historical significance, Delaware County is also home to several major employers, including OhioHealth, JPMorgan Chase, and Nationwide Insurance. These companies provide a wealth of job opportunities and contribute to the area's strong economy. The region is also well-connected to the rest of the state, with several major highways and streets running through it. These include Interstate 71, US Route 23, and State Route 315, which provide easy access to Columbus and other nearby cities. Delaware County is made up of several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Delaware County, OH

Banks and Credit Unions

Residents of Delaware County, OH can benefit from a bank in several ways. For example, a bank can provide loans to residents who need financial assistance for various purposes, such as buying a car, paying for education, or starting a business. Additionally, banks offer savings accounts and investment opportunities that can help residents grow their wealth over time. Moreover, banks can provide financial advice and guidance to help residents make informed decisions about their finances. In Delaware County, OH, banks can specifically help residents take advantage of the area's growing economy and booming real estate market by offering competitive mortgage rates and other financial products tailored to the local market. Overall, a bank can be a valuable resource for residents of Delaware County, OH looking to improve their financial well-being.

Insurance Broker

Residents of Delaware County, OH can benefit greatly from the services of an insurance broker. With the county's growing population and diverse demographics, an insurance broker can help residents navigate the complex world of insurance and find the best coverage for their unique needs. For example, an insurance broker can help families with young children find affordable and comprehensive health insurance plans that cover pediatric care and immunizations. Additionally, with Delaware County's high median household income, an insurance broker can assist residents in protecting their assets with comprehensive home and auto insurance policies. Overall, an insurance broker can provide valuable guidance and support to Delaware County residents in securing the protection they need for themselves and their families.

Retirement Planning

Residents of Delaware County, OH can benefit greatly from the assistance of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique financial situation of each individual. Delaware County is home to many retirees who may have varying sources of income, such as pensions, social security, or investments. A retirement planner can help residents of Delaware County navigate the complexities of retirement and ensure that they have enough savings to support their lifestyle. Additionally, a retirement planner can provide guidance on healthcare costs and long-term care options, which can be especially important for retirees in Delaware County who may face higher healthcare costs due to the county's aging population.

Wealth Management

Residents of Delaware County, OH can greatly benefit from the services of a wealth manager. With the county's growing population and diverse economy, a wealth manager can help individuals and families navigate the complexities of financial planning and investment management. Specifically, a wealth manager can assist Delaware County residents in creating and implementing a personalized investment strategy that aligns with their financial goals, taking into account factors such as their risk tolerance and time horizon. Additionally, a wealth manager can provide guidance on tax planning and estate planning, helping residents to maximize their wealth and protect their assets for future generations. With the support of a skilled wealth manager, Delaware County residents can feel confident in their financial decisions and enjoy greater peace of mind.

Financial Advisor

Residents of Delaware County, OH can benefit from the guidance and expertise of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. Delaware County is home to a large population of retirees and pre-retirees who need help navigating the complex world of retirement savings, investments, and income planning. A financial advisor can help residents create a personalized retirement plan that takes into account their unique goals, risk tolerance, and financial situation. They can also provide guidance on tax-efficient strategies, social security claiming strategies, and long-term care planning. With the help of a financial advisor, residents of Delaware County can feel confident and secure in their retirement years.

Mortgage Loan Officer

Residents of Delaware County, OH can benefit greatly from the services of a mortgage loan officer. These professionals can assist in securing a mortgage for a new home purchase, refinancing an existing mortgage, or obtaining a home equity loan. One specific way that residents of Delaware County, OH can benefit is through the loan officer's knowledge of the local real estate market. Delaware County is known for its desirable neighborhoods and strong schools, making it a popular destination for families. A mortgage loan officer can help residents navigate the competitive housing market and find the best loan options for their needs. Additionally, loan officers can provide guidance on the various state and local programs available to first-time homebuyers, which can be especially helpful for those looking to purchase their first home in Delaware County.

Tax Services

Residents of Delaware County, OH can benefit greatly from the expertise of a tax advisor. The most common ways that a tax advisor can help residents in this area include navigating complex tax laws, maximizing deductions and credits, and ensuring compliance with local tax regulations. Delaware County, OH has a unique tax landscape, with a mix of rural and suburban areas and a diverse range of industries. A tax advisor who is familiar with the local tax code can help residents take advantage of tax breaks specific to this area, such as the Agricultural District Tax Credit for farmers. Additionally, a tax advisor can help residents plan for the future by providing guidance on retirement savings, estate planning, and other financial matters. Overall, a tax advisor can be an invaluable resource for residents of Delaware County, OH looking to manage their finances and minimize their tax burden.

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