Wealth Management & Planning Attorneys in Anchorage, Alaska

Jason Weiner and Associates, P.C.

Email: Send Email (Email not explicitly provided)

Address: 406 G Street Suite 205, Anchorage, AK 99501

Davis Wright Tremaine LLP

Attorney: Barbara Simpson Kraft

Phone: 907.257.5324

Email: [email protected]

Address: T 907.257.5324 Anchorage

Stoel Rives LLP

Phone:

Email: email not provided

Shortell Law, LLC

Phone: 907-272-8181

Address: 911 W 8th Ave #204, Anchorage, AK 99501

Landye Bennett Blumstein LLP

Phone: 907-276-5152

Durrell Law Group

Phone: (907) 258-3224

Alaska Trusts & Wills

Attorney: Abigail O'Connor

Vellum LLC

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Email: Send Email

Address: 405 W. 36th Ave. Suite 200, Anchorage, AK 99503

Morgan Stanley

Attorney: Lin May

Phone:

Email: Contact via Email Available

Bright Road Wealth Management

Phone: 907-339-1555

Address: Anchorage, Alaska

LESLIE J SCHMITZ CPA

Phone: (907) 563-4345

Address: 840 K St., Ste. 202 Anchorage, AK 99501

Merrill Lynch Wealth Management Branch Office

Phone: 907.561.4433

Address: 3601 C Street, Floor 14, Anchorage, AK 99503

About Wealth Management & Planning Law

Wealth management and planning law involves the legal aspects of managing and preserving wealth. This area covers estate planning, tax planning, asset protection, and financial planning. Lawyers specializing in wealth management help clients create comprehensive plans to manage their wealth, minimize taxes, and ensure their financial goals are met. Specialisms within wealth management and planning law include trusts and estates, charitable planning, and retirement planning.

Wealth management lawyers must be knowledgeable about tax laws, estate laws, and financial regulations. Common clients are high-net-worth individuals, families, and business owners seeking to manage their wealth effectively. These clients require legal guidance to develop strategies for wealth preservation, tax minimization, and estate planning. Wealth management lawyers help create trusts, draft wills, plan for charitable giving, and provide advice on retirement planning and asset protection.

They work to ensure that clients' financial goals are achieved and their wealth is preserved for future generations..