Estate Planning Attorneys in Great Falls, VA

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List of Firms

Top Great Falls, VA Estate Planning Law Firms

Marla Roeser Law
Location 7701 Hackamore Dr, Potomac, MD 20854, USA
Phone (301) 842-8894
Directions
Zell Law
5 out of 5
Location 11718 Bowman Green Dr Suite 100, Reston, VA 20190, USA
Phone (571) 410-3500
Directions
Gregory Lynn Oxley
Location 10200 Forest Lake Dr, Great Falls, VA 22066, USA
Phone (703) 973-1067
Directions
PJI Law, PLC
5 out of 5
Location 3900 Jermantown Rd #220, Fairfax, VA 22030, USA
Phone (703) 952-5277
Directions
Trusts and Estates Attorney Kerri Castellini
5 out of 5
Location 10505 Judicial Dr #208, Fairfax, VA 22030, USA
Phone (703) 259-8195
Directions
McCarthy & Akers, PLC | Estate Planning Attorneys
5 out of 5
Location 7900 Sudley Rd Ste 806, Manassas, VA 20109, USA
Phone (540) 401-5685
Directions
Ellen K. Fishbein, Attorney at Law
5 out of 5
Location 1806 Watervale Way, Vienna, VA 22182, USA
Phone (703) 239-4931
Directions
Margaret A. O'Reilly, PC
4 out of 5
Location 441 Carlisle Dr Ste A, Herndon, VA 20170, USA
Phone (703) 787-8173
Directions
Robert B. Walker Attorney At Law
Location 1810 Michael Faraday Dr Suite 100, Reston, VA 20190, USA
Phone (703) 437-5128
Directions
NOVA Estate Planning, PLLC
5 out of 5
Location 1875 Campus Commons Dr Suite 100, Reston, VA 20191, USA
Phone (571) 800-1545
Directions
The Law Offices of Kidwell & Kent
5 out of 5
Location 9695 Main St, Fairfax, VA 22031, USA
Phone (703) 764-0600
Directions
AOG Wealth Management Inc.
3 out of 5
Location 10130 Colvin Run Rd E, Great Falls, VA 22066, USA
Phone (703) 757-8020
Directions
Arlington Law Group
4 out of 5
Location 1739 Clarendon Blvd, Arlington, VA 22209, USA
Phone (703) 842-3025
Directions
Fox & Moghul - Attorneys at Law
5 out of 5
Location 3871 Plaza Dr, Fairfax, VA 22030, USA
Phone (703) 652-5506
Directions
Estate Planning Lawyers in Great Falls, VA

Where Estate Planners in Great Falls, VA Serve

Great Falls, VA is a picturesque town located in Northern Virginia, known for its natural beauty and historic landmarks. With a population of just over 15,000, this charming community boasts a variety of neighborhoods, each with its own unique character and charm. From the sprawling estates of Riverbend to the cozy cottages of Forestville, there's something for everyone in Great Falls. One of the most iconic landmarks in Great Falls is the Great Falls Park, a stunning natural wonder that draws visitors from all over the world. With its cascading waterfalls and rugged terrain, this park is a haven for hikers, bikers, and nature enthusiasts alike. Other notable landmarks in Great Falls include the historic Colvin Run Mill, the quaint Great Falls Village Center, and the stunning Riverbend Park. When it comes to employment, Great Falls is home to a number of top employers, including the Fairfax County Public Schools, the National Institutes of Health, and Booz Allen Hamilton.

Financial Services Related to Estate Planning in Great Falls, VA

Banks and Credit Unions

Residents of Great Falls, VA would be helped by a bank in several ways. One of the most common ways is through providing financial assistance for home purchases or renovations. Great Falls is known for its beautiful and luxurious homes, and many residents may require financial support to maintain or upgrade their properties. Additionally, banks can provide loans or lines of credit for small businesses, which is beneficial for the many entrepreneurs and startups in the area. Overall, a bank can be a valuable resource for residents of Great Falls, VA, providing financial solutions to help them achieve their goals and improve their quality of life.

Insurance Broker

Residents of Great Falls, VA can benefit greatly from the services of an insurance broker. With their extensive knowledge of the insurance industry, brokers can help residents find the best policies to meet their specific needs and budget. One specific way that an insurance broker can help residents of Great Falls is by providing guidance on flood insurance. Great Falls is located near the Potomac River, which increases the risk of flooding in the area. An insurance broker can help residents navigate the often complex flood insurance market and find a policy that provides adequate coverage in the event of a flood. Additionally, brokers can assist with other types of insurance such as auto, home, and life insurance, ensuring that residents have the right coverage for their unique situations.

Retirement Planning

Residents of Great Falls, VA can benefit greatly from the services 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 their unique financial situation and goals. For example, Great Falls, VA is known for its affluent population, which means that residents may have complex financial portfolios that require careful management. A retirement planner can help residents navigate this complexity by providing expert advice on investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents assess their retirement readiness and develop a plan to ensure that they have enough savings to support their lifestyle in retirement. Overall, a retirement planner can provide invaluable guidance and support to residents of Great Falls, VA as they prepare for their golden years.

Wealth Management

Residents of Great Falls, VA can benefit from the services of a wealth manager in several ways. One of the most common ways is through investment management. A wealth manager can help residents of Great Falls, VA to invest their money in a way that is tailored to their individual needs and goals. This can include creating a diversified portfolio of stocks, bonds, and other assets, as well as providing guidance on when to buy and sell these investments. Another way that a wealth manager can help residents of Great Falls, VA is through financial planning. This can include creating a comprehensive financial plan that takes into account their current financial situation, their goals for the future, and any potential risks or challenges they may face along the way. For example, residents of Great Falls, VA may need to plan for the high cost of living in the area, including housing, transportation, and healthcare expenses. A wealth manager can help them to create a plan that takes these factors into account and helps them to achieve their financial goals.

Financial Advisor

Residents of Great Falls, VA could benefit from the guidance and expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the high cost of living in the area. Great Falls is known for its affluent neighborhoods and high property values, which can make it challenging for residents to manage their finances effectively. A financial advisor could provide valuable insights into budgeting strategies, investment opportunities, and other financial planning tools that can help Great Falls residents make the most of their money. Additionally, a financial advisor could help residents plan for long-term goals like retirement or college savings, ensuring that they have a solid financial foundation for the future.

Mortgage Loan Officer

Residents of Great Falls, VA can benefit from the services of a mortgage loan officer in many ways. For instance, a mortgage loan officer can help residents of Great Falls, VA secure a mortgage to buy their dream home. Great Falls, VA is a beautiful place to live, with its stunning natural beauty and proximity to Washington D.C. However, the cost of living in Great Falls, VA is quite high, making it challenging to purchase a home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and find the best rates and terms. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, which can help them save money on their monthly mortgage payments. With the help of a mortgage loan officer, residents of Great Falls, VA can achieve their homeownership dreams and secure a bright future for themselves and their families.

Tax Services

Residents of Great Falls, VA can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help residents is by providing guidance on how to minimize their tax liabilities. This is particularly important in Great Falls, VA, where the cost of living is higher than the national average. A tax advisor can help residents identify deductions and credits that they may be eligible for, which can ultimately result in significant savings. Additionally, a tax advisor can provide advice on how to structure investments and other financial transactions to minimize tax implications. With the help of a tax advisor, residents of Great Falls, VA can navigate the complex world of taxes with confidence and ease.

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