Estate Planning Attorneys in Lebanon, OH

We did the hard work of finding trustworthy partners in Lebanon, OH. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Lebanon, OH Estate Planning Law Firms

Alexander, Wagner & Kinman
4 out of 5
Location 423 Reading Rd, Mason, OH 45040, USA
Phone (513) 228-1100
Directions
Rittgers & Rittgers, Attorneys at Law
5 out of 5
Location 12 E Warren St, Lebanon, OH 45036, USA
Phone (513) 932-2115
Directions
Paul Revelson
5 out of 5
Location PO 36, 1000 E Main St 3rd Floor, Lebanon, OH 45036, USA
Phone (513) 228-4129
Directions
The Law Offices of W. Scott Russell, LLC
4 out of 5
Location 223 N Broadway St, Lebanon, OH 45036, USA
Phone (513) 409-0343
Directions
Charles M. Rittgers
5 out of 5
Location 12 E Warren St, Lebanon, OH 45036, USA
Phone (513) 932-2115
Directions
Krehbiel Law Office
4 out of 5
Location 45 E Mulberry St, Lebanon, OH 45036, USA
Phone (513) 934-3200
Directions
Ernst & Associates
5 out of 5
Location 11 S Broadway St #200, Lebanon, OH 45036, USA
Phone (513) 932-2214
Directions
The Law Office Of Traci M. Carr
5 out of 5
Location 998 E Ridge Dr suite h, Lebanon, OH 45036, USA
Phone (513) 228-1267
Directions
Diehl & Hubbell, LLC
5 out of 5
Location 304 E Warren St, Lebanon, OH 45036, USA
Phone (513) 932-2121
Directions
George, Krystina S
4 out of 5
Location 530 N Broadway St, Lebanon, OH 45036, USA
Phone (513) 409-5631
Directions
Lavin Law Group LLC
5 out of 5
Location 27 W Mulberry St suite a, Lebanon, OH 45036, USA
Phone (513) 257-0701
Directions
Dearie, Fischer & Mathews LLC
5 out of 5
Location 12 E Warren St Suite 7, Lebanon, OH 45036, USA
Phone (513) 932-5529
Directions
The Law Offices of Jason A. Showen, LLC
5 out of 5
Location 324 E Warren St, Lebanon, OH 45036, USA
Phone (513) 282-6080
Directions
Kaufman and Florence
5 out of 5
Location 144 E Mulberry St, Lebanon, OH 45036, USA
Phone (513) 932-1515
Directions
Hoffer Law, LLC
5 out of 5
Location 24 1/2 N Broadway St, Lebanon, OH 45036, USA
Phone (513) 932-0999
Directions
Gray & Duning: Duning J William
3 out of 5
Location 130 E Mulberry St, Lebanon, OH 45036, USA
Phone (513) 932-2871
Directions
Nicholas Graman
5 out of 5
Location 12 E Warren St, Lebanon, OH 45036, USA
Phone (513) 932-2115
Directions
Title 1st
5 out of 5
Location 1000 E Main St, Lebanon, OH 45036, USA
Phone (513) 228-4141
Directions
Harold Jarnicki & Associates
5 out of 5
Location 576 Mound Ct b, Lebanon, OH 45036, USA
Phone (513) 932-5792
Directions
The Law Offices of Jane A. Short, LLC.
3 out of 5
Location 42 E Silver St, Lebanon, OH 45036, USA
Phone (513) 932-2047
Directions
Thomas G. Eagle Co., L.P.A.
4 out of 5
Location 3400 OH-741 #741, Lebanon, OH 45036, USA
Phone (937) 743-2545
Directions
Estate Planning Lawyers in Lebanon, OH

Where Estate Planners in Lebanon, OH Serve

Lebanon, OH is a charming city with a rich history and a vibrant community. The city is home to many notable landmarks, including the historic Golden Lamb Inn and the Warren County Courthouse. These iconic buildings are a testament to the city's enduring legacy and serve as reminders of its storied past. In addition to its historic landmarks, Lebanon is also home to many top employers, including Premier Health, Otterbein Senior Lifestyle Choices, and Miami Valley Gaming. These companies provide a wide range of job opportunities for residents and contribute to the city's thriving economy. Lebanon is conveniently located near several major highways and streets, including Interstate 71 and State Route 48. These routes provide easy access to nearby cities and towns, making it a popular destination for commuters and travelers alike. The city is also home to several unique neighborhoods, each with its own distinct character and charm.

Financial Services Related to Estate Planning in Lebanon, OH

Banks and Credit Unions

Residents of Lebanon, OH can benefit from a bank in several ways. One of the most common ways is through the provision of financial services such as savings accounts, checking accounts, and loans. Banks can also provide investment advice and help residents plan for their future. In Lebanon, OH, a bank can be particularly helpful for small business owners who need financing to start or expand their businesses. Additionally, banks in Lebanon, OH can offer services such as mobile banking and online bill pay, making it more convenient for residents to manage their finances. Overall, a bank can be a valuable resource for residents of Lebanon, OH, providing them with the tools and support they need to achieve their financial goals.

Insurance Broker

Residents of Lebanon, OH can benefit greatly from the services of an insurance broker. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their individual needs. This is especially important in Lebanon, OH where the cost of living is higher than the national average, making it crucial for residents to have proper insurance coverage to protect their assets. Additionally, an insurance broker can help residents save money by finding discounts and bundling policies. With the help of an insurance broker, residents of Lebanon, OH can have peace of mind knowing that they are properly protected and not overspending on their insurance needs.

Retirement Planning

Residents of Lebanon, OH could benefit greatly from the guidance of a retirement planner. With a population of just over 20,000, many individuals in Lebanon may not have access to the same resources as those in larger cities. A retirement planner can help navigate the complexities of retirement planning, including maximizing Social Security benefits, creating a comprehensive retirement plan, and managing investments. For those in Lebanon who may have limited access to financial education, a retirement planner can also provide valuable education and resources to help them make informed decisions about their financial future. With the help of a retirement planner, residents of Lebanon can feel more confident and secure in their retirement years.

Wealth Management

Residents of Lebanon, OH could benefit from the guidance of a wealth manager in a number of ways. One of the most common ways would be through retirement planning. With many residents nearing retirement age, a wealth manager could help them navigate the complexities of Social Security, pension plans, and other retirement benefits to ensure they are maximizing their income in retirement. Additionally, Lebanon, OH is home to many small business owners who could benefit from a wealth manager's expertise in tax planning and investment strategies. By working with a wealth manager, these business owners could potentially reduce their tax burden and grow their wealth over time. Overall, a wealth manager could provide invaluable support and guidance to residents of Lebanon, OH as they navigate their financial futures.

Financial Advisor

Residents of Lebanon, OH could benefit greatly from the guidance of a financial advisor. With its small-town charm and proximity to larger cities, Lebanon offers a unique blend of opportunities and challenges for its residents. A financial advisor could help individuals and families navigate the local real estate market, plan for retirement, and manage their investments. In addition, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor could provide valuable insights and strategies for weathering financial storms and preparing for the future. Overall, a financial advisor could be an essential resource for anyone looking to achieve their financial goals and secure their financial future in Lebanon, OH.

Mortgage Loan Officer

Residents of Lebanon, OH can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist in securing financing for the purchase of a new home or refinancing an existing mortgage. One specific way that a mortgage loan officer can help residents of Lebanon, OH is by guiding them through the process of obtaining a USDA rural development loan. Lebanon, OH is located in a rural area, which makes it eligible for this type of loan. A mortgage loan officer can help residents understand the requirements and benefits of a USDA loan, which can provide low-interest financing for those looking to purchase a home in Lebanon, OH. Additionally, a mortgage loan officer can help residents navigate the complex world of mortgage lending, ensuring that they get the best possible rate and terms for their unique financial situation.

Tax Services

Residents of Lebanon, OH can greatly benefit from the expertise of a tax advisor in a number of ways. For example, Lebanon is home to a number of small businesses, and a tax advisor can offer guidance on how to structure these businesses to minimize tax liability and maximize profits. Additionally, with the recent changes to the tax code, many residents may be unsure about how to properly file their taxes and take advantage of all available deductions. A tax advisor can help navigate these changes and ensure that residents are not overpaying or underpaying their taxes. Furthermore, Lebanon has a growing population of retirees, and a tax advisor can provide valuable advice on how to manage retirement accounts and minimize taxes on income from pensions and social security. Overall, a tax advisor can be an invaluable resource for residents of Lebanon, OH looking to make informed financial decisions and optimize their tax situation.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs