Estate Planning Attorneys in Oldham County, KY

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List of Firms

Top Oldham County, KY Estate Planning Law Firms

Goldberg Simpson
4 out of 5
Location 9301 Dayflower St, Prospect, KY 40059, USA
Phone (502) 589-4440
Directions
Dodd & Dodd Attorneys, PLLC
5 out of 5
Location 12004 La Grange Rd, Louisville, KY 40223, USA
Phone (502) 584-1108
Directions
Darby Smith, Attorney
5 out of 5
Location 6304 Meeting St, Prospect, KY 40059, USA
Phone (502) 654-8922
Directions
Beach A. Craigmyle, Attorney
4 out of 5
Location 105 S 1st Ave, La Grange, KY 40031, USA
Phone (502) 222-5800
Directions
Cochran Gersh Law Office formerly Gersh Law Office
4 out of 5
Location 13151 Magisterial Dr #101b, Louisville, KY 40223, USA
Phone (502) 423-7023
Directions
Allen McKee Dodd
5 out of 5
Location 12004 La Grange Rd, Louisville, KY 40223, USA
Phone (502) 584-1108
Directions
Sean P. Paris, Esq.
5 out of 5
Location 306 W Jefferson St, La Grange, KY 40031, USA
Phone (502) 257-0070
Directions
Yussman Special Needs Law
5 out of 5
Location 6500 Glenridge Park Pl #7, Louisville, KY 40222, USA
Phone (502) 562-7544
Directions
David Black Law
5 out of 5
Location 306 Middletown Park Pl a, Louisville, KY 40243, USA
Phone (502) 244-3153
Directions
Estate Planning Lawyers in Oldham County, KY

Where Estate Planners in Oldham County, KY Serve

Oldham County, KY is a picturesque region located in the heart of Kentucky. This county is renowned for its awe-inspiring landmarks, including the iconic Oldham County Courthouse and the stunning Yew Dell Botanical Gardens. Top employers in the area include the Baptist Health La Grange Hospital, the Oldham County School District, and the Walmart Supercenter. Major highways and streets that traverse this region include the I-71, the US-42, and the KY-22. Oldham County is home to several charming neighborhoods, such as Pewee Valley, Crestwood, and Goshen. With its rich history, vibrant culture, and breathtaking scenery, Oldham County is truly a gem of the Bluegrass State.

Financial Services Related to Estate Planning in Oldham County, KY

Banks and Credit Unions

Residents of Oldham County, KY would greatly benefit from a bank in many ways. Firstly, a bank would provide residents with a safe and secure place to store their money and valuable assets. Additionally, banks offer various financial services such as loans, mortgages, and credit cards that can help residents achieve their financial goals. Moreover, a bank can provide financial education and guidance to residents, which is especially important in a county like Oldham County, which has a high median income but also a high poverty rate. By offering financial literacy programs and resources, a bank can help residents make informed decisions about their finances and improve their overall financial well-being.

Insurance Broker

Residents of Oldham County, KY can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help is by providing personalized advice on insurance policies that are tailored to the unique needs of Oldham County residents. For example, an insurance broker may recommend flood insurance to residents who live near the Ohio River, which has a history of flooding. Additionally, an insurance broker can help residents navigate the complex world of health insurance, which is especially important given the many healthcare options available in the Louisville area. By working with an insurance broker, residents of Oldham County can ensure that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Oldham County, KY can greatly benefit from the services of a retirement planner. With a population of over 66,000 people, Oldham County is home to many retirees who may need guidance in managing their finances. A retirement planner can help residents of Oldham County by creating a personalized plan that takes into account their current financial situation, retirement goals, and any unique circumstances they may have. For example, Oldham County is known for its beautiful countryside and equestrian culture, which may mean that some residents have significant assets tied up in land or horses. A retirement planner can help these individuals navigate the complexities of managing these assets in retirement. Additionally, with the rising cost of healthcare, a retirement planner can help Oldham County residents plan for potential medical expenses and ensure that they have adequate insurance coverage. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Oldham County as they navigate the challenges of retirement.

Wealth Management

Residents of Oldham County, KY could greatly benefit from the services of a wealth manager in many ways. One specific way is by helping them navigate the unique tax laws and regulations that apply to the county. With a high median household income and a significant number of retirees, Oldham County residents may face complex tax situations that require the expertise of a wealth manager. Additionally, a wealth manager can help residents create and implement a comprehensive financial plan that takes into account their specific goals and needs, such as saving for retirement, paying for college tuition, or managing debt. With the help of a wealth manager, residents of Oldham County can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Oldham County, KY could greatly benefit from the expertise of a financial advisor. With a median household income of $86,000, Oldham County residents have a higher income than the state average, but that doesn't mean they don't need help managing their finances. A financial advisor can assist with retirement planning, college savings plans, investment strategies, and debt management. Additionally, Oldham County is home to many small business owners who could use guidance on financial planning for their businesses. A financial advisor can provide personalized advice and create a plan tailored to each individual's unique financial situation, helping them achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Oldham County, KY would greatly benefit from the services of a mortgage loan officer. With a population of over 66,000 people, Oldham County is a growing community that offers a unique blend of rural and suburban living. A mortgage loan officer can help residents navigate the process of purchasing a home in this area, which is known for its beautiful countryside and excellent schools. Additionally, a loan officer can assist residents in securing financing for home improvements, refinancing their current mortgage, or even purchasing a vacation home in the area. With the help of a mortgage loan officer, residents of Oldham County can make their dreams of homeownership a reality.

Tax Services

Residents of Oldham County, KY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help residents in this area is by providing guidance on local tax laws and regulations. Oldham County has a unique tax structure, with property taxes being a significant source of revenue for the county. A tax advisor can help residents navigate the complexities of property tax assessments and appeals, ensuring they are not overpaying on their taxes. Additionally, a tax advisor can provide advice on how to maximize deductions and credits on state and federal tax returns, potentially saving residents hundreds or even thousands of dollars each year. With the help of a knowledgeable tax advisor, residents of Oldham County can feel confident in their financial decisions and avoid costly mistakes.

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