Estate Planning Attorneys in Union County, OH

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List of Firms

Top Union County, OH Estate Planning Law Firms

J. Michael Nicks Attorney at Law
5 out of 5
Location 96 W William St #100, Delaware, OH 43015, USA
Phone (740) 417-9578
Directions
Barbara Luke - Attorney and Counselor at Law
3 out of 5
Location 275 W 5th St, Marysville, OH 43040, USA
Phone (937) 738-2751
Directions
Collins & Kruse Law Office
5 out of 5
Location 4010 Main St, Hilliard, OH 43026, USA
Phone (614) 369-8634
Directions
Kincaid Randall & Craine
4 out of 5
Location 2201 Riverside Dr, Columbus, OH 43221, USA
Phone (614) 224-7193
Directions
Bridges, Jillisky, Weller & Gullifer, LLC
4 out of 5
Location 302 S Main St, Marysville, OH 43040, USA
Phone (937) 403-9033
Directions
Eufinger Law Offices, LLC
5 out of 5
Location 214 S Court St, Marysville, OH 43040, USA
Phone (937) 642-1819
Directions
Joe Jimenez Law Offices
5 out of 5
Location 681 London Ave, Marysville, OH 43040, USA
Phone (937) 644-8151
Directions
Ison Law
5 out of 5
Location 10348 Sawmill Rd, Powell, OH 43065, USA
Phone (614) 336-3083
Directions
Lawrence Law Office
3 out of 5
Location 24 W William St, Delaware, OH 43015, USA
Phone (740) 200-8188
Directions
Zaino Law Group
5 out of 5
Location 5775 Perimeter Dr #275, Dublin, OH 43017, USA
Phone (614) 799-2800
Directions
Nick McCoy
4 out of 5
Location 25 W Central Ave, Delaware, OH 43015, USA
Phone (740) 363-1239
Directions
Resch, Root, Philipps & Graham, LLC
5 out of 5
Location 5115 Parkcenter Ave Suite 275, Dublin, OH 43017, USA
Phone (614) 760-1801
Directions
Charles Bendig Law - Estate Attorney
4 out of 5
Location 4937 W Broad St, Columbus, OH 43228, USA
Phone (614) 878-7777
Directions
Baxter & Borowicz Co. LPA
5 out of 5
Location 150 E Wilson Bridge Rd Suite 230, Worthington, OH 43085, USA
Phone (614) 431-8110
Directions
Law Office of Jonathan J. Schlegel, Esq.
4 out of 5
Location 3070 Riverside Dr #165, Upper Arlington, OH 43221, USA
Phone (614) 245-5296
Directions
AlerStallings LLC
5 out of 5
Location 111 W Columbus Ave, Bellefontaine, OH 43311, USA
Phone (937) 404-5432
Directions
Estate Planning Lawyers in Union County, OH

Where Estate Planners in Union County, OH Serve

Union County, OH is a bustling hub of activity, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods that are sure to impress even the most discerning of travelers. From the historic Marysville Courthouse to the breathtaking Richwood Lake, this county is a treasure trove of hidden gems just waiting to be explored. With top employers such as Honda and Nestle, it's no wonder that Union County is a hub of economic activity, attracting businesses and entrepreneurs from all over the world. And with major highways like US-33 and state routes 4 and 31 running through the heart of the county, getting around has never been easier. Whether you're looking for a quaint neighborhood to call home or a bustling downtown area to explore, Union County has something for everyone.

Financial Services Related to Estate Planning in Union County, OH

Banks and Credit Unions

Residents of Union County, OH would greatly benefit from the services of a bank in a number of ways. For one, a bank could provide them with easy access to financial resources, such as loans, credit cards, and mortgages, which could help them purchase homes, start businesses, and make other important investments. Additionally, a bank could offer residents a range of savings and investment options, such as savings accounts, CDs, and retirement accounts, which could help them build wealth over time. Finally, a bank could provide Union County residents with convenient banking services, such as online and mobile banking, which could help them manage their finances more easily and efficiently. Overall, a bank could be an invaluable resource for residents of Union County, OH, helping them achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Union County, OH can benefit from the expertise of an insurance broker in several ways. For example, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their unique needs. This is particularly important in Union County, where residents face a range of risks and challenges, from severe weather events to accidents on the road. An insurance broker can also help residents save money by finding policies that offer the best value for their budget. Additionally, an insurance broker can provide valuable advice and support in the event of a claim, helping residents to navigate the claims process and get the compensation they deserve. Overall, an insurance broker can be an invaluable resource for Union County residents looking to protect themselves and their families from the unexpected.

Retirement Planning

Residents of Union County, OH can benefit greatly from the services of a retirement planner. Retirement planners can help individuals in Union County, OH to create a comprehensive retirement plan that takes into account their specific financial needs and goals. They can provide guidance on how to invest and manage retirement accounts, as well as help individuals navigate complex retirement benefits and tax laws. Additionally, a retirement planner can help residents of Union County, OH to plan for unexpected expenses or life events that may impact their retirement savings. For example, with the high prevalence of farming in Union County, a retirement planner can help farmers plan for the unique challenges and opportunities that come with retiring from a farming lifestyle. Overall, a retirement planner can provide valuable support and guidance to ensure that residents of Union County, OH are able to achieve a comfortable and secure retirement.

Wealth Management

Residents of Union County, OH can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by developing a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Union County, where the cost of living is lower than the national average, but the median household income is also lower. A wealth manager can help residents maximize their income and savings to ensure they are able to achieve their financial goals, whether that be saving for retirement, paying for college tuition, or investing in their future. Additionally, a wealth manager can provide guidance on tax planning, investment management, and estate planning, which can all have a significant impact on an individual's financial well-being.

Financial Advisor

Residents of Union County, OH can benefit from the expertise of a financial advisor in a number of ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This can include guidance on saving for retirement, investing in the stock market, or planning for college expenses. Additionally, a financial advisor can provide advice on managing debt, creating a budget, and protecting assets through insurance. With the help of a financial advisor, residents of Union County, OH can feel more confident about their financial future and make informed decisions that support their long-term financial goals.

Mortgage Loan Officer

Residents of Union County, OH can benefit greatly from the services of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can guide them through the process and help them find the best loan options available. Union County, OH is a growing community with a strong agricultural industry, and a loan officer can help residents navigate the unique challenges and opportunities of the local real estate market. They can also provide valuable advice on credit scores, down payments, and other financial considerations that may affect the mortgage application process. With the help of a skilled loan officer, residents of Union County, OH can achieve their dreams of homeownership and secure their financial future.

Tax Services

Residents of Union County, OH could benefit from a tax advisor in numerous ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations in the county. They can also assist with tax planning, helping residents to minimize their tax liabilities and maximize their returns. Additionally, a tax advisor can provide guidance on tax-related issues such as estate planning, retirement planning, and investment strategies. For Union County, OH residents specifically, a tax advisor can help them take advantage of the county's tax incentives for businesses and homeowners. This could include credits for energy-efficient improvements or deductions for charitable donations to local organizations. Overall, a tax advisor can provide invaluable assistance to Union County, OH residents, helping them to make informed decisions and achieve their financial goals.

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