Estate Planning Attorneys in Willow Grove, PA

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List of Firms

Top Willow Grove, PA Estate Planning Law Firms

Egbert & Barnes, P.C.
5 out of 5
Location 349 York Rd. #100, Willow Grove, PA 19090, USA
Phone (215) 886-6600
Language https://egbertbarnes.net/
Directions
Shober & Rock
5 out of 5
Location 308 N Main St #400, Chalfont, PA 18914, USA
Phone (215) 345-4301
Language http://www.shober-rock.com/
Directions
Law Offices of Dawn Getty Sutphin
5 out of 5
Location 204 E Chester Pike, Ridley Park, PA 19078, USA
Phone (610) 246-5090
Language http://www.sutphinlaw.com/
Directions
Klenk Law
5 out of 5
Location 2202 Delancey Pl, Philadelphia, PA 19103, USA
Phone (215) 790-1095
Language http://klenklaw.com/
Directions
William J. Benz, Attorney at Law
5 out of 5
Location 307 Lakeside Dr, Southampton, PA 18966, USA
Phone (215) 322-5599
Language https://www.benzlaw.com/?npcmp=dir:local:4875460:18966
Directions
Palmer & Barr, P.C.
Location 607 Easton Rd suite d, Willow Grove, PA 19090, USA
Phone (215) 659-2200
Language http://www.palmerbarr.net/
Directions
Elder Care Law Center
4 out of 5
Location 101 Greenwood Ave Suite 300, Jenkintown, PA 19046, USA
Phone (215) 886-1881
Language https://www.elderlawofpa.com/
Directions
Law Offices of Bruce Shaw, P.C.
4 out of 5
Location 2735 Terwood Rd, Willow Grove, PA 19090, USA
Phone (215) 657-2377
Language http://www.shawlaws.com/
Directions
The Law Offices of Jeremy A. Wechsler: Estate & Elder Planning
5 out of 5
Location 2300 Computer Ave, Willow Grove, PA 19090, USA
Phone (215) 706-0200
Language http://www.jawatlaw.com/
Directions
Estate Planning Lawyers in Willow Grove, PA

Where Estate Planners in Willow Grove, PA Serve

Willow Grove, PA is a bustling suburb located in Montgomery County, Pennsylvania. This charming town is home to several notable landmarks, including the Willow Grove Park Mall, which boasts over 120 stores and restaurants, and the Willow Grove Naval Air Station, a former military base that is now home to several businesses and community organizations. Top employers in Willow Grove include the Abington-Jefferson Health System, which operates several hospitals and medical centers in the area, as well as several major retailers and corporations, including Walmart, Target, and Macy's. Major highways and streets in Willow Grove include the Pennsylvania Turnpike, which runs through the town and provides easy access to Philadelphia and other major cities in the region, as well as Route 611 and Route 263, which run through the heart of the town and connect it to neighboring communities. Neighborhoods in Willow Grove range from quiet residential areas with tree-lined streets and charming homes to bustling commercial districts with shops, restaurants, and entertainment venues.

Financial Services Related to Estate Planning in Willow Grove, PA

Banks and Credit Unions

Residents of Willow Grove, PA would be helped by a bank in many ways. One of the most common ways is by providing financial services that help them manage their money better. For example, a bank can offer checking and savings accounts, credit cards, loans, and mortgages. This can help residents of Willow Grove, PA to save money, build credit, and achieve their financial goals. In addition, a bank can provide access to ATMs and online banking, which can make it easier for residents to access their money and manage their accounts. This is especially important in Willow Grove, PA, where many people lead busy lives and need convenient banking options. Overall, a bank can be a valuable resource for residents of Willow Grove, PA, helping them to manage their finances and achieve their goals.

Insurance Broker

Residents of Willow Grove, PA can benefit greatly from the services of an insurance broker. With the town's proximity to major highways and the bustling city of Philadelphia, it is important for residents to have comprehensive auto insurance coverage. Additionally, many homes in Willow Grove are older and may require specialized coverage for things like water damage or foundation issues. An insurance broker can help residents navigate the often-confusing world of insurance policies and find the best coverage options for their specific needs. They can also assist with finding affordable health insurance plans and ensuring that individuals and families are protected in the event of an unexpected illness or injury. Overall, an insurance broker can provide peace of mind for residents of Willow Grove, knowing that they have the proper coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Willow Grove, PA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to save for retirement. This is especially important for residents of Willow Grove, PA, where the cost of living can be high. A retirement planner can help residents create a personalized plan to save for retirement, taking into account their current financial situation, goals, and risk tolerance. Additionally, a retirement planner can help residents navigate the complex world of retirement planning, including tax implications, investment options, and estate planning. By working with a retirement planner, residents of Willow Grove, PA can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Willow Grove, PA could benefit from the expertise of a wealth manager in a variety of ways. For example, a wealth manager could help individuals and families in Willow Grove navigate complex financial decisions such as retirement planning, investment management, and estate planning. Additionally, a wealth manager could provide guidance on tax-efficient strategies and risk management. One specific challenge that residents of Willow Grove may face is the high cost of living in the area, which can make it difficult to save for long-term financial goals. A wealth manager could work with clients to develop a personalized financial plan that takes into account their unique circumstances and helps them achieve their financial objectives despite these challenges.

Financial Advisor

Residents of Willow Grove, PA can benefit from the guidance of a financial advisor in a number of ways. For instance, a financial advisor can help them create a budget that is tailored to their income and expenses, which can help them save money and reduce debt. Additionally, a financial advisor can help residents of Willow Grove, PA plan for their retirement by suggesting investment strategies that are appropriate for their age and risk tolerance. They can also help residents of Willow Grove, PA navigate the complex world of taxes and identify ways to minimize their tax liability. With the help of a financial advisor, residents of Willow Grove, PA can feel more confident about their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Willow Grove, PA can benefit greatly from the services of a mortgage loan officer. These professionals can assist in securing financing for home purchases, refinancing existing mortgages, and even providing guidance on budgeting and credit repair. In particular, residents of Willow Grove may appreciate the local expertise of a mortgage loan officer who understands the unique housing market in the area. With its proximity to Philadelphia and easy access to major highways, Willow Grove is a desirable location for many homebuyers. A mortgage loan officer can help navigate the competitive real estate market and find the best loan options for each individual's needs.

Tax Services

Residents of Willow Grove, PA could benefit from the help of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Willow Grove, PA because the area has a higher than average cost of living, which can make it difficult for some residents to make ends meet. A tax advisor can also help residents navigate the complex tax laws and regulations, ensuring that they stay in compliance and avoid any penalties or fines. Additionally, a tax advisor can help residents plan for the future by providing advice on retirement savings, estate planning, and other financial matters. Overall, the expertise of a tax advisor can be invaluable to residents of Willow Grove, PA who want to ensure that they are making the most of their financial resources.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Willow Grove, PA can provide a range of services to help individuals and families plan for the future. They can assist with drafting wills, trusts, and other estate planning documents, as well as provide guidance on tax planning and asset protection strategies. One specific aspect of estate planning in Willow Grove, PA is the consideration of Pennsylvania's inheritance tax laws, which can impact the distribution of assets after death. Additionally, the lawyer may also offer advice on charitable giving and philanthropic endeavors, which are important to many residents of Willow Grove, PA who value community involvement and social responsibility. With their burstiness and complexity, the estate planning lawyer in Willow Grove, PA can help clients navigate the complex legal landscape of estate planning with confidence and peace of mind.

Willow Grove, PA is an ideal location to find an estate planning lawyer due to its proximity to Philadelphia and the bustling legal community in the area. The town's convenient location allows for easy access to a plethora of experienced attorneys who specialize in estate planning and can provide comprehensive legal advice to clients. Additionally, Willow Grove has a rich history and a strong sense of community, which translates into a supportive and collaborative environment for legal professionals. The town's diverse population and thriving economy also create a demand for high-quality legal services, ensuring that clients have access to the best estate planning lawyers in the region. Overall, Willow Grove's unique combination of location, community, and demand make it the perfect place to find an estate planning lawyer who can provide personalized and effective legal advice to clients.