Estate Planning Attorneys in Boston, MA

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List of Firms

Top Boston, MA Estate Planning Law Firms

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RackiLaw, LLC
5 out of 5
Location 55 Union St, Boston, MA 02108, USA
Phone (617) 285-6388
Directions
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Calabrese Law Associates
5 out of 5
Location One Boston Place, Suite 2600, Boston, MA 02108, USA
Phone (617) 340-6623
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PiltserCowan Law LLC
3 out of 5
Location 25 Bay State Rd 2nd Floor, Boston, MA 02215, USA
Phone (617) 804-7228
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Gemma Law Office, P.C.
5 out of 5
Location 35 Braintree Hill Office Pk STE 103, Braintree, MA 02184, USA
Phone (781) 380-8183
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The Dunn Law Group, P.C.
4 out of 5
Location 1 International Pl UNIT 1400, Boston, MA 02110, USA
Phone (617) 879-8664
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Law Office of Daniel B. Capobianco
5 out of 5
Location 260 Franklin St # 1840, Boston, MA 02110, USA
Phone (617) 261-5355
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Shoffner & Associates Counselors
5 out of 5
Location 800 Boylston St Suite 1600, Boston, MA 02199, USA
Phone (617) 369-0111
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Schulze Law
5 out of 5
Location 100 Pier 4 Blvd., Boston, MA 02210, USA
Phone (857) 300-5300
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J. Redmond Law, PC
5 out of 5
Location 27 Harvard St, Brookline, MA 02445, USA
Phone (617) 249-4358
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Law Offices of Lipsey & Clifford, P.C.
5 out of 5
Location 225 Friend St, Boston, MA 02114, USA
Phone (800) 466-3130
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Estate Planning Lawyers in Boston, MA

Where Estate Planners in Boston, MA Serve

Boston, MA is a city steeped in rich history and culture, with landmarks such as the Freedom Trail, Faneuil Hall, and the USS Constitution Museum. It is also home to top employers like Massachusetts General Hospital, Harvard University, and Liberty Mutual. Major highways such as I-90 and I-93 run through the city, connecting it to nearby suburbs and states. Boston's neighborhoods range from the trendy and upscale Back Bay to the historic and vibrant North End, each with their own unique charm and character. Whether you're exploring the bustling streets of Downtown or enjoying the scenic views of the Charles River, Boston offers something for everyone.

Financial Services Related to Estate Planning in Boston, MA

Banks and Credit Unions

Residents of Boston, MA can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With Boston being a major city and a hub for higher education, many residents may need financial assistance to pay for tuition, housing, or other expenses. A bank can also provide convenience through online banking and mobile apps, allowing residents to easily manage their finances and pay bills. Additionally, with Boston's high cost of living, a bank can offer financial planning and investment services to help residents save for the future and achieve their financial goals. Overall, a bank can provide invaluable support to Boston residents in navigating their financial lives.

Insurance Broker

Residents of Boston, MA can benefit from the expertise of an insurance broker in many ways. For example, an insurance broker can help residents navigate the complex healthcare system in Boston and find the best health insurance plan to fit their needs. With some of the top hospitals in the country located in Boston, it is important for residents to have access to quality healthcare. An insurance broker can also assist residents in finding affordable car insurance, which is especially important in a city with high traffic and frequent accidents. Additionally, with the unpredictable weather in Boston, an insurance broker can help residents protect their homes and belongings with the right homeowners or renters insurance policy. Overall, an insurance broker can provide valuable assistance to residents of Boston in finding the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Boston, MA can greatly benefit from the services of a retirement planner. Boston is a city with a high cost of living, and residents may struggle to save enough money for retirement while also paying for necessities like housing and healthcare. A retirement planner can help individuals create a personalized savings plan that takes into account their specific financial situation and goals. Additionally, Boston is home to many universities and hospitals, which can provide unique retirement benefits that a planner can help navigate. With the help of a retirement planner, Boston residents can feel more confident in their ability to achieve a comfortable retirement.

Wealth Management

Residents of Boston, MA can benefit greatly from the services of a wealth manager. With the high cost of living in the city, many individuals may struggle to manage their finances effectively. A wealth manager can provide personalized guidance and advice on how to invest and save money, as well as create a financial plan tailored to the individual's goals and needs. Additionally, with Boston being a hub for technology and innovation, a wealth manager can help residents navigate the complexities of stock options and equity compensation. Overall, a wealth manager can provide invaluable support to Bostonians looking to secure their financial future in a rapidly changing economy.

Financial Advisor

Residents of Boston, MA can benefit greatly from the services of a financial advisor. With the high cost of living in the city, it can be challenging for individuals to manage their finances effectively. A financial advisor can help Boston residents create a budget, plan for retirement, and invest wisely. Additionally, with the city's strong economy and numerous job opportunities, a financial advisor can help residents navigate the complexities of negotiating salaries and benefits packages. Boston is also home to many prestigious universities and hospitals, which can present unique financial planning challenges such as managing student loan debt and planning for healthcare costs. A financial advisor can provide guidance and support in these areas, helping Boston residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Boston, MA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with securing a mortgage loan for the purchase of a home or refinancing an existing mortgage. In a city like Boston, where the cost of living can be high, a mortgage loan officer can help residents find the best loan options and interest rates to fit their budget. Additionally, with Boston's rich history and diverse neighborhoods, a mortgage loan officer can provide valuable insight into the local real estate market and help residents find the perfect home in their desired location. Overall, a mortgage loan officer can make the home buying or refinancing process much smoother and less stressful for residents of Boston, MA.

Tax Services

Residents of Boston, MA could greatly benefit from the services of a tax advisor. With the city's high cost of living and complex tax laws, it can be challenging for individuals to navigate their finances effectively. A tax advisor can provide guidance on how to maximize deductions and credits, as well as help with tax planning and preparation. Additionally, Boston is home to many small businesses and entrepreneurs, who may require specialized tax advice in order to comply with local regulations and minimize their tax liability. A knowledgeable tax advisor can help these individuals navigate the complexities of the tax code and ensure that they are in compliance with all relevant laws and regulations. Overall, the expertise of a tax advisor can be invaluable for residents of Boston looking to make the most of their finances and minimize their tax burden.

Boston, MA Financial Resources

Boston, MA Chamber of Commerce

https://bostonchamber.com/

Boston, MA City Hall

https://www.boston.gov/

Boston, MA Public Library

https://www.bpl.org/

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