Estate Planning Attorneys in The Dalles, OR

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List of Firms

Top The Dalles, OR Estate Planning Law Firms

WYERS LAW FIRM
5 out of 5
Location 107 W Jewett Blvd Suite 650, White Salmon, WA 98672, USA
Phone (541) 386-2210
Directions
Timmons Law PC
4 out of 5
Location 3591 Klindt Dr UNIT 220, The Dalles, OR 97058, USA
Phone (541) 296-9900
Directions
Dick Dick & Corey LLP
5 out of 5
Location 601 Washington St, The Dalles, OR 97058, USA
Phone (541) 296-2152
Directions
Peachey Davies & Myers, P.C.
5 out of 5
Location 401 E 3rd St #105, The Dalles, OR 97058, USA
Phone (541) 296-6375
Directions
Estate Planning Lawyers in The Dalles, OR

Where Estate Planners in The Dalles, OR Serve

The Dalles, OR is a vibrant and historic city located in the heart of the Columbia River Gorge. With a rich history dating back to the Lewis and Clark expedition, The Dalles is home to a variety of landmarks and attractions that draw visitors from all over the world. From the stunning views of the Columbia River to the iconic Dalles Dam, there is no shortage of things to see and do in this bustling city. As one of the top employers in the area, the Mid-Columbia Medical Center is a major contributor to the local economy, providing high-quality healthcare services to residents and visitors alike. Other top employers in The Dalles include Google, the Oregon Cherry Growers, and the local school district. The city is also home to a number of major highways and streets, including Interstate 84, which runs through the heart of the city, as well as Highway 197 and Highway 30.

Financial Services Related to Estate Planning in The Dalles, OR

Banks and Credit Unions

Residents of The Dalles, OR could benefit from a bank in a variety of ways. For example, a bank could provide financial assistance to those who need it, whether it's a personal loan or a business loan. Additionally, a bank could offer checking and savings accounts to help residents manage their money more effectively. One specific way that a bank could help residents of The Dalles is by providing support for local businesses. The town has a strong agricultural industry, and a bank could offer specialized services and financing options to help these businesses thrive. With the help of a bank, residents of The Dalles could achieve their financial goals and contribute to the growth of their community.

Insurance Broker

Residents of The Dalles, OR can benefit greatly from the services of an insurance broker. With a population of just over 15,000, The Dalles is a small community where people rely on personal relationships and recommendations. An insurance broker can provide personalized attention and help residents navigate the complex world of insurance. Whether it's finding the best coverage for a small business, helping a family choose the right health insurance plan, or assisting a homeowner in selecting the right policy for their property, an insurance broker can provide invaluable support. With their expertise and knowledge of the insurance industry, an insurance broker can save residents time, money, and stress by finding the best policies to fit their unique needs.

Retirement Planning

Residents of The Dalles, OR would greatly benefit from the services of a retirement planner. With a population of just over 15,000, The Dalles is a small town that is primarily driven by agriculture and tourism. Many residents may not have access to the financial resources and knowledge needed to properly plan for their retirement. A retirement planner can help residents of The Dalles navigate the complexities of retirement planning, including investment strategies, estate planning, and social security benefits. They can also provide guidance on how to maximize retirement savings and minimize taxes. With the help of a retirement planner, residents of The Dalles can feel confident that they are on track to achieving their financial goals and enjoying a comfortable retirement.

Wealth Management

Residents of The Dalles, OR can benefit greatly from the services of a wealth manager. With the city's economy heavily dependent on agriculture and tourism, a wealth manager can assist residents in managing their finances, making investments, and planning for retirement. Additionally, The Dalles is known for its extreme weather conditions, including hot summers and cold winters, which can impact the local economy and residents' financial stability. A wealth manager can help residents prepare for unexpected expenses and ensure their financial plans are resilient to the unique challenges of living in The Dalles. Overall, a wealth manager can provide valuable guidance and support to help residents of The Dalles achieve their financial goals and secure their financial future.

Financial Advisor

Residents of The Dalles, OR can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by helping them create a budget that works for their unique financial situation. The Dalles is a small town with a population of just over 15,000, and many of its residents may not have access to the same financial resources as those in larger cities. A financial advisor can help them make the most of their income by identifying areas where they can cut back on expenses and save more money. Additionally, a financial advisor can help residents of The Dalles plan for their future by assisting them with retirement planning, investment strategies, and estate planning. With the help of a financial advisor, residents of The Dalles can achieve their financial goals and secure a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of The Dalles, OR could greatly benefit from the services of a mortgage loan officer. With a population of just over 15,000 people, The Dalles is a small town that is home to many families and individuals who are looking to purchase a home. A mortgage loan officer can help residents navigate the complex and often confusing process of securing a mortgage, which can be especially helpful for first-time homebuyers. Additionally, a mortgage loan officer can provide valuable advice and guidance on the various types of mortgages available, as well as help residents find the best interest rates and loan terms to fit their unique financial situation. With the help of a mortgage loan officer, residents of The Dalles can achieve their dream of owning a home and building a better future for themselves and their families.

Tax Services

Residents of The Dalles, OR can benefit greatly from the services of a tax advisor. The most common ways that a tax advisor can help residents include preparing tax returns, providing advice on tax planning, and representing clients in tax disputes with the IRS. Specifically, residents of The Dalles may need assistance navigating the unique tax laws and regulations in the state of Oregon, which can be different from other states. Additionally, a tax advisor can help residents take advantage of local tax incentives and deductions, such as those related to renewable energy and agriculture. With the help of a knowledgeable tax advisor, residents of The Dalles can ensure that they are maximizing their tax benefits and avoiding any potential legal issues with the IRS.

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