Estate Planning Attorneys in Harleysville, PA

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List of Firms

Top Harleysville, PA Estate Planning Law Firms

Hunsberger, Charlotte A - Bricker Landis & Hunsberger
4 out of 5
Location 114 E Broad St, Souderton, PA 18964, USA
Phone (215) 723-4350
Directions
Wells, Hoffman, Holloway & Medvesky LLP
5 out of 5
Location 601 E Broad St Suite 110, Souderton, PA 18964, USA
Phone (215) 660-3170
Directions
David Peckman
Location 29 Mainland Rd, Harleysville, PA 19438, USA
Phone (215) 256-6440
Directions
The Fleischmann Law Firm, P.C.
5 out of 5
Location 3900 W Skippack Pike Suite A8, Skippack, PA 19474, USA
Phone (215) 234-3344
Directions
Peckman Chait LLP
5 out of 5
Location 29 Mainland Rd, Harleysville, PA 19438, USA
Phone (610) 825-9000
Directions
Law Office of Stephen P. Imms, Jr.
5 out of 5
Location 396 Main St, Harleysville, PA 19438, USA
Phone (215) 256-6209
Directions
Christina J. Corr, P.C., Attorney at Law
5 out of 5
Location 3900 W Skippack Pike a3, Skippack, PA 19474, USA
Phone (610) 222-5959
Directions
Angst & Angst
4 out of 5
Location 878 Main St, Harleysville, PA 19438, USA
Phone (215) 513-1517
Directions
Kennedy Pc Law Offices
Location 482 Main St, Harleysville, PA 19438, USA
Phone (717) 233-7100
Directions
Landis, Hunsberger, Gingrich & Weik, LLP
4 out of 5
Location 114 E Broad St, Souderton, PA 18964, USA
Phone (267) 281-5741
Directions
Ashby Law Offices, LLC
5 out of 5
Location 314 W Broad St Suite 118, Quakertown, PA 18951, USA
Phone (215) 536-7606
Directions
Law Office of Mullaney & Mullaney - Call to schedule a free consult
5 out of 5
Location 3881 W Skippack Pike, Skippack, PA 19474, USA
Phone (610) 584-4416
Directions
Estate Planning Lawyers in Harleysville, PA

Where Estate Planners in Harleysville, PA Serve

Harleysville, Pennsylvania is a quaint town located in Montgomery County, known for its rich history and charming landmarks. The town is home to several top employers, including Merck & Co., Harleysville National Bank, and Clemens Food Group. Major highways such as Route 63 and Route 113 run through the town, providing easy access to neighboring cities. Harleysville is also known for its picturesque neighborhoods, including the highly sought-after Salford Ridge and Harleysville Estates. One of the most notable landmarks in the town is the historic Harleysville Hotel, which has been serving the community since the 1800s. Another popular attraction is the Indian Valley YMCA, which offers a variety of programs and activities for all ages. With its unique blend of history, culture, and modern amenities, Harleysville is a truly special place to call home.

Financial Services Related to Estate Planning in Harleysville, PA

Banks and Credit Unions

Residents of Harleysville, PA can benefit from a bank in many ways. One of the most common ways is through personal banking services such as checking and savings accounts, loans, and credit cards. A bank can also provide financial education and advice to help residents manage their money and plan for the future. In particular, Harleysville is a small town with a strong sense of community, and a local bank can offer personalized service and support to help residents achieve their financial goals. Whether it's buying a home, starting a business, or saving for retirement, a bank can provide the resources and guidance needed to make it happen.

Insurance Broker

Residents of Harleysville, PA can benefit greatly from the services of an insurance broker. With the town being located in a flood-prone area, an insurance broker can help residents find the right flood insurance coverage to protect their homes and belongings. Additionally, an insurance broker can assist Harleysville residents in finding affordable and comprehensive health insurance plans, which can be especially important for families with children. For those who own businesses in Harleysville, an insurance broker can help find the right liability and property insurance to protect their assets. Overall, an insurance broker can provide invaluable guidance and support to Harleysville residents in navigating the complex world of insurance.

Retirement Planning

Residents of Harleysville, PA could benefit greatly from the services of a retirement planner. A retirement planner would be able to help residents of Harleysville, PA plan for their future by providing guidance on how to save money, invest wisely and manage their finances. Specifically, Harleysville is a small town with a population of around 10,000 people. Many of the residents are middle-aged or older and may be looking to retire in the near future. A retirement planner could help these residents by providing personalized advice on how to maximize their savings and investments, as well as how to navigate the complex world of retirement planning. Additionally, a retirement planner could help Harleysville residents understand the various retirement options available to them, such as Social Security, 401(k) plans, and individual retirement accounts (IRAs). With the help of a retirement planner, residents of Harleysville, PA can feel confident that they are prepared for a financially secure retirement.

Wealth Management

Residents of Harleysville, PA can benefit from the guidance of a wealth manager in many ways. A wealth manager can help residents create a financial plan that meets their specific needs and goals, whether that be saving for retirement or investing in their children's education. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that are unique to Pennsylvania. For example, Harleysville residents may need assistance with the Keystone Opportunity Zone program, which offers tax incentives to businesses in certain areas. A wealth manager can also provide guidance on estate planning and charitable giving, helping residents leave a lasting legacy in their community. Overall, a wealth manager can help Harleysville residents achieve financial security and peace of mind.

Financial Advisor

Residents of Harleysville, PA can benefit from the expertise of a financial advisor in a variety of ways. For example, with the cost of living in Harleysville being higher than the national average, a financial advisor can help locals create a budget that allows them to live comfortably while still saving for the future. Additionally, many residents in Harleysville work for small businesses or are self-employed, which can make retirement planning more complex. A financial advisor can help navigate the various retirement options available and ensure that individuals are on track to meet their financial goals. Furthermore, with Harleysville being located in Montgomery County, a financial advisor can provide guidance on estate planning and tax strategies that are specific to the state of Pennsylvania. Overall, a financial advisor can provide valuable insight and guidance to help residents of Harleysville achieve financial stability and security.

Mortgage Loan Officer

Residents of Harleysville, PA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with various aspects of the home buying process, including pre-approvals, finding the right loan program, and securing a competitive interest rate. In particular, Harleysville residents may appreciate the expertise of a local loan officer who understands the unique housing market in the area. With a population of just over 9,000, Harleysville offers a mix of suburban and rural living, making it an attractive location for families and retirees alike. A knowledgeable loan officer can help residents navigate the nuances of the local real estate market and provide personalized guidance throughout the home buying journey.

Tax Services

Residents of Harleysville, PA could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that apply to their individual situations. They could also provide guidance on tax planning strategies that could help residents save money on their taxes. Additionally, a tax advisor could assist residents with tax preparation, ensuring that they are in compliance with all applicable laws and regulations. In particular, residents of Harleysville, PA may benefit from the services of a tax advisor who is familiar with the unique tax laws and regulations that apply to Pennsylvania residents. This could include knowledge of state-specific deductions and exemptions, as well as local tax laws that may impact residents of Harleysville specifically.

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