Estate Planning Attorneys in Irvington, VA

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List of Firms

Top Irvington, VA Estate Planning Law Firms

Alperin Law PLLC
5 out of 5
Location 500 Viking Dr suite 202, Virginia Beach, VA 23452, USA
Phone (757) 490-3500
Directions
Zaremba Center for Estate Planning & Elder Law
5 out of 5
Location 123 Bulifants Blvd, Williamsburg, VA 23188, USA
Phone (757) 259-0707
Directions
Estate Planning Lawyers in Irvington, VA

Where Estate Planners in Irvington, VA Serve

Irvington, VA is a charming town located in Lancaster County, Virginia, nestled on the banks of the Rappahannock River. The town is renowned for its breathtaking views, historic landmarks, and idyllic neighborhoods. The town is home to several landmarks, including the Steamboat Era Museum, which showcases the town's rich maritime heritage. Additionally, the town is home to the Tides Inn, a luxurious resort that offers world-class amenities and breathtaking views of the river. The town's top employers include the Tides Inn, which employs over 200 people, and the Rappahannock General Hospital, which employs over 300 people. The town is also home to several small businesses that contribute to the local economy. Major highways and streets in the town include Route 200, which runs through the town's center, and Main Street, which is lined with quaint shops and restaurants. The town is also accessible via several other major highways, including Route 3 and Route 33.

Financial Services Related to Estate Planning in Irvington, VA

Banks and Credit Unions

Residents of Irvington, VA can benefit from a bank in a variety of ways. For example, a bank can provide access to financial products and services such as checking and savings accounts, loans, and credit cards. This can help residents manage their money more effectively and achieve their financial goals. Additionally, a bank can offer convenience through online and mobile banking, allowing residents to access their accounts and make transactions from anywhere. One specific aspect of Irvington, VA that a bank could address is the need for small business loans. With many local businesses struggling due to the COVID-19 pandemic, a bank could provide crucial funding to help these businesses stay afloat and continue to serve the community.

Insurance Broker

Residents of Irvington, VA can benefit greatly from the services of an insurance broker. For example, an insurance broker could help residents of Irvington find affordable and comprehensive health insurance plans that fit their needs. This is especially important in Irvington, where there is a large population of retirees who may need additional coverage for medical expenses. Additionally, an insurance broker could help residents of Irvington protect their homes and property with homeowners insurance, which is crucial in a coastal town prone to severe weather events like hurricanes and flooding. With the help of an insurance broker, residents of Irvington can have peace of mind knowing that they are covered in case of unexpected events.

Retirement Planning

Residents of Irvington, VA would greatly benefit from the guidance of a retirement planner. Specifically, with a large elderly population in Irvington, a retirement planner can help seniors navigate their options for retirement income, such as social security and pension plans. Additionally, a retirement planner can assist in creating a personalized financial plan that takes into account the unique needs and goals of each individual. With the cost of living in Virginia on the rise, a retirement planner can also help residents of Irvington plan for unexpected expenses and ensure they have enough savings to maintain their standard of living in retirement. Overall, a retirement planner can provide peace of mind and a sense of security for residents of Irvington as they navigate the complexities of retirement planning.

Wealth Management

Residents of Irvington, VA can benefit greatly from the guidance of a wealth manager. One of the most common ways a wealth manager can assist residents is by helping them plan for retirement. With the town's median age being 57 years old, many residents are approaching retirement age and may need assistance in creating a retirement plan that meets their specific needs. Additionally, a wealth manager can help residents navigate the complexities of estate planning and ensure that their assets are protected and distributed according to their wishes. With its picturesque waterfront and charming small-town atmosphere, Irvington, VA is a popular retirement destination, making the services of a wealth manager all the more valuable to its residents.

Financial Advisor

Residents of Irvington, VA can benefit greatly from the guidance of a financial advisor. With a population of just over 600 people, Irvington is a small town that relies heavily on its local businesses and tourism industry. A financial advisor can assist residents in creating a budget and managing their finances to ensure they are able to support these local businesses and contribute to the town's economy. Additionally, many residents of Irvington are retirees or nearing retirement age, and a financial advisor can help them plan for their future and ensure they have enough savings to support their lifestyle. With the help of a financial advisor, residents of Irvington can feel confident in their financial decisions and contribute to the prosperity of their community.

Mortgage Loan Officer

Residents of Irvington, VA can greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing or refinancing a home. Specifically, Irvington is a small town that is home to many retirees and vacationers, making it a popular spot for second homes and rental properties. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they get the best possible rates and terms. They can also provide guidance on down payment assistance programs and other resources that may be available to help residents afford their dream home in Irvington. With the help of a mortgage loan officer, residents of Irvington can feel confident and prepared as they embark on the exciting journey of homeownership.

Tax Services

Residents of Irvington, VA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. This is especially important for those who own businesses or rental properties in Irvington, as they may be eligible for specific deductions that they are not aware of. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to Virginia and Irvington. For example, they can provide guidance on how to properly report income from crabbing or fishing, which is a common source of income for many Irvington residents. Overall, a tax advisor can provide valuable insights and support to help residents of Irvington save money and avoid costly mistakes when it comes to their taxes.

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