Estate Planning Attorneys in Oakwood, OH

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List of Firms

Top Oakwood, OH Estate Planning Law Firms

William E Hesch Law Firm
5 out of 5
Location 3047 Madison Rd Suite 205, Cincinnati, OH 45209, USA
Phone (513) 731-6601
Language https://www.heschlaw.com/
Directions
Dickmann Reason Bogigian & White
5 out of 5
Location 17 N Pennsylvania St 1st Floor, Greenfield, IN 46140, USA
Phone (317) 462-1401
Language https://www.drbwlaw.com/?utm_source=NEXT&utm_medium=Google_Website
Directions
Lesser Lutrey Pasquesi & Howe, LLP
5 out of 5
Location 191 E Deerpath Rd Suite 300, Lake Forest, IL 60045, USA
Phone (847) 235-6745
Language https://www.llphlegal.com/?npcmp=dir:local:2309262:60045
Directions
Ferguson & Wacha LLC
4 out of 5
Location 822 Oakwood Ave, Napoleon, OH 43545, USA
Phone (419) 599-1200
Language http://new.nwohlaw.com/
Directions
Lovett & House Co., LPA
5 out of 5
Location 10 W Monument Ave #101, Dayton, OH 45402, USA
Phone (937) 429-7730
Language http://lovettlawoffice.com/
Directions
Lovett & House Co., LPA
5 out of 5
Location 5540 Far Hills Ave Suite 109, Dayton, OH 45429, USA
Phone (937) 294-1446
Language https://lovettlawoffice.com/
Directions
Elliott Stapleton, Attorney with CMRS Law
5 out of 5
Location 123 Boggs Ln 1st floor, Cincinnati, OH 45246, USA
Phone (513) 334-0099
Language https://www.cmrs-law.com/attorney-profiles/elliott-stapleton/
Directions
Buechner Haffer Meyers & Koenig Co., LPA
5 out of 5
Location 221 E 4th St #2300, Cincinnati, OH 45202, USA
Phone (513) 579-1500
Language https://www.bhmklaw.com/
Directions
Dysinger & Patry, LLC
5 out of 5
Location 249 S Garber Dr, Tipp City, OH 45371, USA
Phone (937) 667-4481
Language http://www.dysingerlaw.com/
Directions
Thomas Walters, PLLC
5 out of 5
Location 1701 River Run Suite 1010, Fort Worth, TX 76107, USA
Phone (817) 258-5908
Language https://www.thomas-walters.com/
Directions
Estate Planning Lawyers in Oakwood, OH

Where Estate Planners in Oakwood, OH Serve

Nestled in the heart of Ohio, Oakwood is a vibrant community that boasts a rich history and a plethora of landmarks. From the majestic Oakwood High School to the iconic Far Hills Avenue, this charming town is a true gem. The top employers in Oakwood are diverse and include both small businesses and large corporations, such as the Miami Valley Hospital and the Dayton Children's Hospital. Major highways and streets in the area include Route 48, Route 725, and Route 741, which offer easy access to nearby cities and towns. The neighborhoods in Oakwood are equally diverse and offer a wide range of housing options, from quaint bungalows to sprawling estates. Whether you're looking for a peaceful retreat or a bustling city center, Oakwood has something for everyone.

Financial Services Related to Estate Planning in Oakwood, OH

Banks and Credit Unions

Residents of Oakwood, OH would be helped by a bank in several ways. Firstly, a bank would provide them with a safe and secure place to store their money. In a town like Oakwood, which has a relatively low crime rate, residents can rest assured that their deposits would be protected. Additionally, a bank would offer residents access to credit, which could be used to finance a variety of purchases such as homes, cars, and college educations. This is particularly important in Oakwood, where the cost of living is relatively high and many residents may need to borrow money in order to make ends meet. Finally, a bank would offer residents a range of financial planning and investment services, which could help them grow their wealth over time. Whether they are saving for retirement or planning for their children's education, residents of Oakwood could benefit from the guidance of a trusted financial advisor.

Insurance Broker

Residents of Oakwood, OH can greatly benefit from the services of an insurance broker. With its affluent community and high-value homes, Oakwood residents may require specialized insurance coverage that a broker can provide. Additionally, an insurance broker can help residents navigate the complexities of health insurance, particularly with the recent changes in healthcare legislation. The broker can also assist with finding the most cost-effective insurance options for businesses and individuals alike. With the personalized attention and expertise of an insurance broker, Oakwood residents can feel confident that they have the best insurance coverage for their unique needs and circumstances.

Retirement Planning

Residents of Oakwood, OH would greatly benefit from the assistance of a retirement planner in several ways. Firstly, a retirement planner can help individuals create a personalized plan to ensure they have enough savings to live comfortably during their retirement years. This is particularly important in Oakwood, OH, where the cost of living is higher than the national average. Additionally, a retirement planner can provide guidance on investments, estate planning, and tax strategies to maximize retirement income and leave a legacy for loved ones. With the help of a retirement planner, residents of Oakwood, OH can feel confident and prepared for their future, knowing they have a solid plan in place to achieve their retirement goals.

Wealth Management

Residents of Oakwood, OH can benefit from the expertise of a wealth manager in a variety of ways. One specific example is the management of retirement accounts. Oakwood is home to many retirees who may need assistance in managing their retirement savings and creating a sustainable income stream. A wealth manager can help these individuals navigate complex tax laws and investment options to ensure they are maximizing their retirement funds. Additionally, with the high cost of living in Oakwood, a wealth manager can help residents develop a comprehensive financial plan that addresses their unique needs and goals, such as saving for college tuition or purchasing a home. Overall, a wealth manager can provide valuable guidance and support to help residents of Oakwood, OH achieve financial security and peace of mind.

Financial Advisor

Residents of Oakwood, OH can benefit greatly from the guidance of a financial advisor. With a median household income of $88,000, many Oakwood residents have the means to invest and save for their future. A financial advisor can help individuals create a comprehensive financial plan that takes into account their unique goals and circumstances. They can offer advice on retirement planning, investment strategies, and tax planning. Additionally, the advisor can provide guidance on managing debt, setting up a budget, and saving for big-ticket purchases like a home or college education. With the help of a financial advisor, Oakwood residents can feel confident in their financial decisions and work towards achieving their long-term financial goals.

Mortgage Loan Officer

Residents of Oakwood, OH can benefit greatly from the expertise of a mortgage loan officer. With the median home value in Oakwood being significantly higher than the state average, a loan officer can help residents navigate the complex process of obtaining a mortgage for a home in this affluent area. They can provide guidance on the best loan options available, help residents understand the terms and conditions of their mortgage, and ensure that they are getting the best possible interest rates. Additionally, a mortgage loan officer can assist residents with refinancing their existing mortgages, which can help them save money on their monthly payments or pay off their mortgage sooner. Overall, a mortgage loan officer can be a valuable resource for residents of Oakwood who are looking to purchase or refinance a home in this desirable community.

Tax Services

Residents of Oakwood, OH could benefit greatly from the assistance of a tax advisor. With a median household income of $115,000, many Oakwood residents are likely to have complex tax situations that require expert guidance. A tax advisor can help residents navigate the intricacies of federal and state tax laws, identify deductions and credits that can reduce their tax liability, and ensure that they are in compliance with all tax regulations. Additionally, with the recent changes to the tax code, it is especially important for Oakwood residents to seek the advice of a tax advisor to ensure that they are taking advantage of all available tax breaks. By working with a tax advisor, Oakwood residents can minimize their tax burden and maximize their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Oakwood, OH can provide a range of services to help individuals plan for the future of their estates. From drafting wills and trusts to creating powers of attorney, an estate planning lawyer can help clients ensure that their assets are distributed according to their wishes. In Oakwood, OH, where the median household income is significantly higher than the national average, estate planning services can be particularly important for those with substantial assets. Additionally, an estate planning lawyer can help clients navigate the complex tax laws that apply to estates, minimizing tax liability and maximizing the value of their assets for future generations. With their expertise in estate planning law and their knowledge of the unique challenges facing residents of Oakwood, OH, estate planning lawyers can help clients create comprehensive plans that protect their assets and provide peace of mind for themselves and their loved ones.

Oakwood, OH is the ultimate destination for anyone seeking an estate planning lawyer. With its charming and idyllic setting, Oakwood boasts of an abundance of legal experts who specialize in estate planning. The town is home to some of the most reputable law firms in the region, which have a proven track record of providing exceptional legal services to clients. Moreover, Oakwood's legal experts have a deep understanding of the local laws and regulations, which makes them uniquely qualified to handle any estate planning issues that may arise. Their depth of knowledge and experience in the field enables them to provide clients with tailored legal solutions that meet their individual needs. With its rich history, diverse culture, and thriving economy, Oakwood, OH is the perfect place to get an estate planning lawyer who will ensure that your assets are protected and your wishes are honored.