Estate Planning Attorneys in Suwanee, GA

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List of Firms

Top Suwanee, GA Estate Planning Law Firms

Kenney & Medina, P.C.
5 out of 5
Location 593 Main St, Suwanee, GA 30024, USA
Phone (770) 564-1600
Directions
WelchCounsel PC
5 out of 5
Location 4185 Silver Peak Pkwy Ste B, Suwanee, GA 30024, USA
Phone (404) 647-4476
Directions
Shafritz & Dean LLC
4 out of 5
Location 1138 Satellite Blvd STE 200, Suwanee, GA 30024, USA
Phone (404) 255-8183
Directions
Staley & Tomlinson
5 out of 5
Location 3459 Lawrenceville-Suwanee Rd Suite D, Suwanee, GA 30024, USA
Phone (770) 271-0300
Directions
Wall Glenn M
5 out of 5
Location 4411 Suwanee Dam Rd # 610, Suwanee, GA 30024, USA
Phone (770) 932-4935
Directions
Banks, Stubbs & McFarland, LLP
4 out of 5
Location 3725 Lawrenceville-Suwanee Rd, Suwanee, GA 30024, USA
Phone (770) 945-2320
Directions
Spooner & Associates, P.C.
4 out of 5
Location 3451 Lawrenceville-Suwanee Rd suite c, Suwanee, GA 30024, USA
Phone (678) 714-1131
Directions
James C. Morris, Jr., P.C.
Location 4045 Smithtown Rd Suite A, Suwanee, GA 30024, USA
Phone (770) 932-5242
Directions
Lueder, Larkin & Hunter
4 out of 5
Location 1325 Satellite Blvd NW Building 200, Suite 207, Suwanee, GA 30024, USA
Phone (770) 450-4375
Directions
The Epps Law Group
5 out of 5
Location 970 Peachtree Industrial Blvd #300, Suwanee, GA 30024, USA
Phone (770) 756-6512
Directions
Lueder, Larkin & Hunter, LLC - Suwanee Office
Location Gates at Sugarloaf, 1325 Satellite Blvd Suite 207 Building 200, Suwanee, GA 30024, USA
Phone (770) 450-4375
Directions
Estate Planning Lawyers in Suwanee, GA

Where Estate Planners in Suwanee, GA Serve

Suwanee, GA is a bustling city located in Gwinnett County, Georgia. The city flaunts a plethora of landmarks, including the Suwanee Town Center, which is the hub of the city's social and cultural activities. Suwanee Creek Park is another popular landmark that offers residents and visitors an opportunity to enjoy outdoor activities such as hiking and biking. The city is home to several top employers, including the Gwinnett County Public Schools, which is the largest employer in the county. Other major employers include the Northside Hospital, Publix Super Markets, and Primerica. Suwanee is conveniently located near several major highways and streets, including Interstate 85, which connects the city to Atlanta and other major cities in the region. The city is also accessible via State Route 317 and State Route 23. Suwanee is a vibrant city with several neighborhoods that offer residents a diverse range of housing options.

Financial Services Related to Estate Planning in Suwanee, GA

Banks and Credit Unions

Residents of Suwanee, GA can benefit from a bank in a variety of ways. For instance, a bank can provide financial assistance to those looking to purchase a home in Suwanee, a city known for its excellent schools and family-friendly atmosphere. Additionally, banks can offer small business loans to entrepreneurs looking to start a business in Suwanee's growing economy. With the recent development of the Suwanee Town Center and the expansion of the Suwanee Greenway, a bank can also provide investment and financial planning services to help residents take advantage of these new opportunities. Overall, a bank can be a valuable resource for the residents of Suwanee, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Suwanee, GA can benefit greatly from the services of an insurance broker. With the city's growing population and diverse demographics, an insurance broker can assist individuals and families in finding the right coverage for their specific needs. For example, Suwanee has a large number of small business owners who may require commercial insurance to protect their assets. An insurance broker can help these entrepreneurs navigate the complex world of business insurance and find the best policies to safeguard their investments. Additionally, Suwanee is known for its active outdoor lifestyle, which may require specialized insurance for activities such as boating or hiking. An insurance broker can help residents find the right policies to protect themselves and their families while enjoying the beautiful natural surroundings of Suwanee.

Retirement Planning

Residents of Suwanee, GA can benefit greatly from the services of a retirement planner. With the average age of residents being 38 years old, it is important for them to start planning for their retirement early on. A retirement planner can help residents of Suwanee, GA determine how much they need to save for retirement, create a personalized retirement plan, and choose the best investment options to meet their financial goals. Additionally, with Suwanee, GA being a rapidly growing city with a booming housing market, a retirement planner can also help residents navigate the complexities of downsizing or relocating in retirement. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Suwanee, GA as they plan for their future.

Wealth Management

Residents of Suwanee, GA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by assisting with retirement planning. Suwanee is a growing city with a population that is steadily aging. Many residents are looking to retire in the coming years and may not have a clear plan in place for their finances. A wealth manager can help these individuals create a retirement plan that takes into account their current financial situation, future goals, and any potential risks. Additionally, Suwanee is home to many small business owners who may need help managing their finances. A wealth manager can provide guidance on tax planning, investment strategies, and risk management to ensure their business remains financially stable. Overall, a wealth manager can provide valuable support and guidance to residents of Suwanee, GA as they navigate their financial future.

Financial Advisor

Residents of Suwanee, GA could benefit from the guidance of a financial advisor in several ways. For instance, with the city's growing economy and high median household income, a financial advisor could help Suwanee residents make informed decisions about investing and saving. Additionally, the city's proximity to Atlanta and its thriving business scene could provide opportunities for residents to start their own businesses or expand their existing ones, and a financial advisor could provide valuable advice on how to finance these endeavors. Furthermore, as Suwanee is known for its family-friendly community and excellent school system, a financial advisor could assist parents in planning for their children's education expenses and ensuring a secure financial future for their families.

Mortgage Loan Officer

Residents of Suwanee, GA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. One specific way that a mortgage loan officer can help residents of Suwanee is by providing local expertise. Suwanee is a growing city with a unique housing market, and a local mortgage loan officer will have a deep understanding of the area's real estate trends and lending options. This can help residents make informed decisions about their home financing and ensure that they are getting the best possible rates and terms. Additionally, mortgage loan officers can guide residents through the often-complicated mortgage application process and help them navigate any challenges that may arise.

Tax Services

Residents of Suwanee, GA can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help Suwanee residents is by providing guidance on how to take advantage of tax credits and deductions specific to the state of Georgia. For example, Georgia offers tax credits for individuals who install solar panels on their homes or purchase electric vehicles. Additionally, a tax advisor can assist Suwanee residents with tax planning strategies to minimize their tax liability and ensure compliance with state and federal tax laws. With the help of a tax advisor, Suwanee residents can feel confident that they are making informed decisions about their finances and maximizing their tax savings.

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