Estate Planning Attorneys in Peoria, AZ

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List of Firms

Top Peoria, AZ Estate Planning Law Firms

Law Offices of Tracy M. Marsh, PLLC
5 out of 5
Location 16165 N 83rd Ave Suite 200, Peoria, AZ 85382, USA
Phone (623) 562-5559
Language http://www.marshazlaw.com/
Directions
Dana Law Group
5 out of 5
Location 17220 N Boswell Blvd UNIT 103, Sun City, AZ 85373, USA
Phone (623) 972-2388
Language http://www.danalawgroup.com/
Directions
Mushkatel, Robbins & Becker PLLC - Personal Injury Attorney - Sun City
4 out of 5
Location 15249 N 99th Ave, Sun City, AZ 85351, USA
Phone (623) 889-0691
Language https://www.phoenixlawteam.com/
Directions
Jason May, Attorney at Law
5 out of 5
Location Peoria, AZ 85382, USA
Phone (480) 360-0537
Language http://www.azlawdoctor.com/
Directions
Moore Marsh Law
4 out of 5
Location 9949 W Bell Rd Suite 201, Sun City, AZ 85351, USA
Phone (623) 207-9153
Language https://www.moorelawfirm.net/
Directions
Estate Planning Lawyers in Peoria, AZ

Where Estate Planners in Peoria, AZ Serve

Peoria, AZ is a dynamic city located in Maricopa County, Arizona, with a rich history and diverse culture. This vibrant city boasts a plethora of landmarks, including the Peoria Sports Complex, Lake Pleasant Regional Park, and the Challenger Space Center. The top employers in Peoria include the Peoria Unified School District, the City of Peoria, and the Arizona State University West Campus. Major highways and streets in the area include the Loop 101, Grand Avenue, and Lake Pleasant Parkway. Peoria is also home to several unique neighborhoods, including Vistancia, Westbrook Village, and Trilogy at Vistancia. With its stunning natural beauty, thriving economy, and welcoming community, Peoria is a must-visit destination for anyone looking to experience the best of Arizona.

Financial Services Related to Estate Planning in Peoria, AZ

Banks and Credit Unions

Residents of Peoria, AZ can benefit from a bank in a variety of ways. One of the most common ways is through personal banking services, such as checking accounts, savings accounts, and loans. For example, a Peoria resident could open a checking account to easily manage their finances and pay bills online. Additionally, a bank could provide loans for home purchases or renovations, which is particularly important in a rapidly growing city like Peoria. Another way a bank can help Peoria residents is through business banking services. With many small businesses in the area, a bank could provide loans and other financial services to help these businesses grow and thrive. Overall, a bank can be an important resource for residents of Peoria, AZ, providing financial stability and support for both personal and business needs.

Insurance Broker

Residents of Peoria, AZ can benefit greatly from the services of an insurance broker. With the city's population growing rapidly, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. Specifically, with Peoria's proximity to the desert and high temperatures, an insurance broker can help residents secure coverage for damage caused by heat or dust storms. Additionally, an insurance broker can assist residents in finding affordable health insurance options, as well as policies that protect against natural disasters such as flooding. Overall, an insurance broker can provide invaluable support to Peoria residents in protecting their homes, health, and financial well-being.

Retirement Planning

Residents of Peoria, AZ can greatly benefit from the services of a retirement planner. With a growing population of retirees, a retirement planner can help individuals navigate the complex world of retirement planning and ensure that they are financially prepared for their golden years. Specifically, Peoria, AZ is known for its hot summers, which can lead to increased energy costs for retirees on a fixed income. A retirement planner can help residents of Peoria, AZ develop a budget that takes into account these increased energy costs and ensure that they have enough money saved to cover their expenses. Additionally, a retirement planner can help residents of Peoria, AZ explore investment options that can help them grow their retirement savings and provide a steady income stream in retirement.

Wealth Management

Residents of Peoria, AZ could benefit greatly from the services of a wealth manager. With the city's population growing rapidly, many individuals and families are looking for ways to manage their finances and plan for the future. A wealth manager can offer guidance and support in a variety of areas, such as retirement planning, investment management, and tax planning. Additionally, with Peoria's proximity to Phoenix and the surrounding area, many residents may have unique financial needs related to the local economy and job market. A skilled wealth manager can help navigate these challenges and provide personalized solutions that meet the needs of each individual client. Overall, working with a wealth manager can provide peace of mind and financial stability for residents of Peoria, AZ.

Financial Advisor

Residents of Peoria, AZ can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget that takes into account the unique cost of living in Peoria. With a median home price of $324,000 and an average monthly utility bill of $178, it's important for residents to have a budget that reflects these expenses. Additionally, a financial advisor can assist with retirement planning, as Peoria has a large population of retirees. They can help residents navigate their options for Social Security, Medicare, and other retirement benefits. With the help of a financial advisor, residents of Peoria can feel confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Peoria, AZ can greatly benefit from the services provided by a mortgage loan officer. These professionals can assist potential homebuyers in obtaining the financing they need to purchase a home in Peoria, which is known for its beautiful parks, thriving economy, and excellent schools. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, including finding the best interest rates and loan terms, completing paperwork, and meeting eligibility requirements. They can also provide valuable advice on budgeting, saving for a down payment, and improving credit scores. With the help of a mortgage loan officer, residents of Peoria can achieve their dream of homeownership and enjoy all the benefits this vibrant community has to offer.

Tax Services

Residents of Peoria, AZ can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. For example, Peoria residents who donate to local charities or volunteer their time may be eligible for tax breaks that they are not aware of. Additionally, tax advisors can help residents navigate the complex tax laws and regulations specific to Arizona, such as the state's tax code on retirement income. By working with a tax advisor, Peoria residents can feel confident that they are maximizing their tax savings and avoiding any potential penalties or audits.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Peoria, AZ can provide a range of services to help individuals and families plan for the future. These services may include drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the client's wishes. Additionally, an estate planning lawyer can help clients navigate the complexities of tax laws and ensure that their estate plan is structured in a way that minimizes tax liabilities. In Peoria, AZ, estate planning lawyers may also be able to provide specialized services for clients with unique needs, such as those with large estates or complex family dynamics. With their expertise and experience, estate planning lawyers in Peoria, AZ can help clients achieve peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

Peoria, AZ is undoubtedly the best place to get an estate planning lawyer. Situated in the heart of Maricopa County, Peoria is a bustling city that is home to a plethora of legal experts that specialize in estate planning. What sets Peoria apart from other cities in Arizona is its thriving community of legal professionals who have a deep understanding of the state's complex estate planning laws. From drafting wills to creating trusts, Peoria's estate planning lawyers are well-versed in all aspects of estate planning. Moreover, Peoria's legal community is known for its burstiness and complexity, which means that clients can expect to receive top-notch legal advice that is both comprehensive and nuanced. Whether you're a retiree looking to create a living trust or a business owner seeking to protect your assets, Peoria's estate planning lawyers have the expertise and experience to help you achieve your goals.