Estate Planning Attorneys in Andover, MA

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List of Firms

Top Andover, MA Estate Planning Law Firms

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Bernardin & Bernardin
4 out of 5
Location 21 Central St, Andover, MA 01810, USA
Phone (978) 470-3270
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Cossingham Law Offices PC
4 out of 5
Location 30 Massachusetts Ave Suite 404, North Andover, MA 01845, USA
Phone (978) 685-5686
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Wilson|LF
5 out of 5
Location 300 Brickstone Square Suite 201, Andover, MA 01810, USA
Phone (978) 296-4140
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Touchstone Closing
5 out of 5
Location 27 Main St, Andover, MA 01810, USA
Phone (978) 475-4896
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Cohen Law Offices, P.C.
5 out of 5
Location 873 Turnpike St #201, North Andover, MA 01845, USA
Phone (978) 975-6000
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CannonMurrayLaw, llc
4 out of 5
Location 575 Turnpike St STE 12, North Andover, MA 01845, USA
Phone (978) 989-9999
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DeVito Law Offices LLC
5 out of 5
Location 800 Turnpike St Suite 300, North Andover, MA 01845, USA
Phone (617) 899-6949
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Dalton & Finegold LLP
5 out of 5
Location 34 Essex St, Andover, MA 01810, USA
Phone (978) 470-8400
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Berid & Schutzbank, LLC
5 out of 5
Location 800 Turnpike St #304, North Andover, MA 01845, USA
Phone (978) 655-4282
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Andover Law PC
5 out of 5
Location 1 Elm Sq STE 1C, Andover, MA 01810, USA
Phone (978) 470-2700
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Law Office of Debra Rahmin Silberstein
Location 69 Park St, Andover, MA 01810, USA
Phone (978) 474-4700
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Law Office of Michael E. Lombard, LLC
5 out of 5
Location 44 Park St #3, Andover, MA 01810, USA
Phone (978) 475-1518
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Law Offices of John E. Mahoney
5 out of 5
Location 2 Punchard Ave, Andover, MA 01810, USA
Phone (978) 557-5755
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Caruso & Caruso LLP
5 out of 5
Location 68 Main St, Andover, MA 01810, USA
Phone (978) 475-2200
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Law Office of Paul D. Lambert
5 out of 5
Location 401 Andover St, North Andover, MA 01845, USA
Phone (978) 609-6420
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Estate Planning Lawyers in Andover, MA

Where Estate Planners in Andover, MA Serve

Andover, MA is a charming town located in Essex County, Massachusetts, where history and modernity coexist in perfect harmony. The town is home to several landmarks such as the Phillips Academy Andover, one of the oldest and most prestigious boarding schools in the country, and the Addison Gallery of American Art, which houses an impressive collection of American art. Top employers in Andover include Raytheon Technologies, a leading aerospace and defense company, and Schneider Electric, a global energy management and automation company. The town is also home to several biotech and pharmaceutical companies, including Pfizer and Smith & Nephew. Major highways in Andover include Interstate 93, which connects the town to Boston and New Hampshire, and Interstate 495, which provides access to other major cities in Massachusetts. Main streets in Andover include Main Street, which is lined with shops and restaurants, and Andover Street, which is home to several car dealerships and retail stores.

Financial Services Related to Estate Planning in Andover, MA

Banks and Credit Unions

Residents of Andover, MA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who are looking to buy a home or start a business in the area. Andover is known for its thriving small business community, and a bank can help entrepreneurs secure loans and other financial resources to get their ventures off the ground. Additionally, a bank can offer various banking services such as checking and savings accounts, credit cards, and investment opportunities to help residents manage their finances and grow their wealth. With a bank's support, Andover residents can feel more confident in their financial future and have access to the resources they need to achieve their goals.

Insurance Broker

Residents of Andover, MA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find affordable and comprehensive insurance policies that meet their specific needs. For example, many residents of Andover own historic homes that require specialized insurance coverage. An insurance broker can help these homeowners find the right policy to protect their investment. Additionally, with the prevalence of severe weather in the area, an insurance broker can help residents find insurance policies that cover damage caused by storms and other natural disasters. Overall, an insurance broker can provide valuable guidance and support to Andover residents as they navigate the complex world of insurance.

Retirement Planning

Residents of Andover, MA can benefit from the expertise of a retirement planner in several ways. Firstly, retirement planners can help individuals in Andover to create a personalized plan that takes into account their unique financial circumstances and goals. This can include developing a budget, choosing appropriate investment strategies, and creating a retirement income plan. Additionally, retirement planners can provide guidance on tax-efficient retirement savings strategies, such as contributing to a Roth IRA or taking advantage of employer-sponsored retirement plans. For residents of Andover, a retirement planner can also help navigate the unique tax laws and regulations that apply to Massachusetts residents, ensuring that they are maximizing their retirement savings opportunities. Ultimately, working with a retirement planner can help residents of Andover to feel more confident and prepared for their retirement years.

Wealth Management

Residents of Andover, MA can greatly benefit from the expertise of a wealth manager. With a strong economy and a high cost of living, many individuals in Andover are seeking ways to maximize their financial resources. A wealth manager can assist with investment strategies, retirement planning, and tax optimization, all of which can help Andover residents reach their financial goals. Additionally, with the town's proximity to Boston and its many job opportunities, a wealth manager can provide guidance on managing the complexities of executive compensation packages and stock options. Overall, a wealth manager can provide valuable insights and customized solutions to help Andover residents navigate the challenges of wealth management and achieve financial success.

Financial Advisor

Residents of Andover, MA can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. With a significant portion of Andover's population being over the age of 55, a financial advisor can help residents navigate the complexities of retirement planning and ensure they have enough savings to maintain their lifestyle throughout their golden years. Additionally, with the high cost of living in Andover, a financial advisor can help residents create a budget and manage their expenses, so they can achieve their financial goals. Whether it's saving for a child's education or purchasing a home, a financial advisor can provide personalized guidance and support to help residents achieve their financial objectives.

Mortgage Loan Officer

Residents of Andover, MA can benefit greatly from the services provided by a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home or refinance an existing mortgage. With the median home value in Andover being $622,000, many residents may require assistance navigating the complex world of mortgage lending. A loan officer can help residents understand their options, including fixed and adjustable-rate mortgages, FHA loans, and VA loans. They can also help residents determine how much they can afford to borrow and provide guidance on the application process. With the help of a mortgage loan officer, residents of Andover can achieve their dreams of homeownership while also ensuring that they make informed financial decisions.

Tax Services

Residents of Andover, MA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations. Andover, MA has its own set of tax laws that can be confusing for residents, especially those who are new to the area. A tax advisor can help residents understand these laws and ensure that they are in compliance with them. Additionally, a tax advisor can help residents maximize their deductions and credits, which can result in significant tax savings. With the help of a tax advisor, Andover residents can feel confident that they are making informed decisions about their taxes and are taking advantage of all available opportunities to save money.

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