Estate Planning Attorneys in Beverly, MA

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List of Firms

Top Beverly, MA Estate Planning Law Firms

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The Bernstein Law Group, PC
5 out of 5
Location 900 Cummings Center #212T, Beverly, MA 01915, USA
Phone (978) 825-0033
Language http://www.blgpc.com/
Directions
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Fleischer Law Solutions
5 out of 5
Location 100 Cummings Center Suite 207-P Office 234, Beverly, MA 01915, USA
Phone (978) 871-2928
Language https://robinfleischer.com/
Directions
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Law Office of Brandon L. Campbell
5 out of 5
Location 100 Cummings Center Suite 542-K, Beverly, MA 01915, USA
Phone (978) 745-5551
Language http://www.northshoreplanning.com/
Directions
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DeBruyckere Law Offices, PC
5 out of 5
Location 900 Cummings Center Suite 204-U, Beverly, MA 01915, USA
Phone (978) 969-0331
Language https://dadlawoffices.com/communities-we-serve-beverly/
Directions
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Glovsky & Glovsky
5 out of 5
Location 8 Washington St, Beverly, MA 01915, USA
Phone (978) 922-5000
Language https://www.glovsky.com/
Directions
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Joseph C Collins, Attorney At Law
Location 27 Cabot St, Beverly, MA 01915, USA
Phone (978) 921-4733
Language http://jcollinslawbeverly.com/
Directions
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Charmaine Blanchard, Attorney at Law
5 out of 5
Location 186 Cabot St, Beverly, MA 01915, USA
Phone (978) 927-6001
Language http://charmaineblanchardlaw.com/
Directions
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Law Office of Valerie A. McCormack PLLC
5 out of 5
Location 162 Main St Suite 7, Wenham, MA 01984, USA
Phone (978) 468-3416
Directions
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Paul Bernstein, Attorney
Location 900 Cummings Center #212t, Beverly, MA 01915, USA
Phone (978) 825-0033
Language https://blgpc.com/about-us/
Directions
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Heney & Associates LLC
4 out of 5
Location 86 Dodge St, Beverly, MA 01915, USA
Phone (978) 921-1050
Language http://www.heneylaw.com/
Directions
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Allen Law Group, P.C.
5 out of 5
Location 100 Cummings Center Suite 207P, Beverly, MA 01915, USA
Phone (978) 219-9694
Language http://www.allenlawgrouppc.com/
Directions
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Theodore S. Collatos
5 out of 5
Location 19 Washington St, Beverly, MA 01915, USA
Phone (978) 927-5684
Directions
Estate Planning Lawyers in Beverly, MA

Where Estate Planners in Beverly, MA Serve

Beverly, MA, a coastal city located in Essex County, boasts of several landmarks that are worth exploring. One of the most popular landmarks is the Beverly Depot, a train station built in the 1800s. Another notable landmark is the Cabot Street Cinema Theatre, which opened in 1920 and still operates today as a cultural hub for the community. The city is also home to the Beverly Historical Society and Museum, which offers a glimpse into the city's rich history. When it comes to top employers, Beverly has a diverse mix of industries that provide employment opportunities for its residents. Some of the top employers in the city include Axcelis Technologies, Beverly Hospital, and the City of Beverly. The city's proximity to Boston and other major cities in the region also makes it an attractive location for businesses. Major highways and streets in Beverly include Route 1A, Route 62, and Route 128.

Financial Services Related to Estate Planning in Beverly, MA

Banks and Credit Unions

Residents of Beverly, MA can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. For example, a resident of Beverly who is looking to purchase a home can work with a bank to secure a mortgage loan with favorable terms. Additionally, banks can provide financial advice and education to help residents manage their money and plan for their future. With its vibrant arts scene and rich maritime history, Beverly is a unique community that offers residents a variety of opportunities. A bank can help residents take advantage of these opportunities by providing the financial resources they need to pursue their goals and dreams.

Insurance Broker

Residents of Beverly, MA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Beverly residents is by providing them with personalized insurance solutions that meet their unique needs. For example, Beverly is a coastal city that is prone to hurricanes and flooding. An insurance broker can help residents in Beverly find the right insurance policies that provide adequate coverage for these risks. Additionally, an insurance broker can help residents navigate the complex insurance market and find the best deals and discounts available. This can save residents money on their insurance premiums and ensure that they have the coverage they need in case of an emergency.

Retirement Planning

Residents of Beverly, MA can greatly benefit from the services of a retirement planner. With a population that is predominantly made up of older adults, a retirement planner can help them navigate the complex world of retirement planning. A retirement planner can assist in developing a customized retirement plan that takes into account specific goals and financial situations. They can also help residents in Beverly, MA understand and maximize their social security benefits, as well as provide guidance on investment strategies that align with their retirement goals. Additionally, a retirement planner can help residents in Beverly, MA plan for unforeseen expenses, such as healthcare costs, which can be a significant burden for retirees. Overall, a retirement planner can provide peace of mind and a clear path forward for residents in Beverly, MA as they enter their retirement years.

Wealth Management

Residents of Beverly, MA could greatly benefit from the expertise and guidance of a wealth manager. With its proximity to Boston, many Beverly residents work in finance or other high-paying industries, making it important to have a solid financial plan in place. A wealth manager can help residents navigate complex financial situations, such as managing investments, planning for retirement, and creating a tax-efficient strategy. Additionally, with the high cost of living in the area, a wealth manager can help residents create a budget and manage their expenses to ensure they are making the most of their earnings. Overall, a wealth manager can provide valuable support to Beverly residents looking to secure their financial future.

Financial Advisor

Residents of Beverly, MA could benefit from the expertise of a financial advisor in various ways. For instance, with the city's high cost of living, a financial advisor could assist in budgeting and managing expenses to ensure that residents are able to live within their means. Additionally, with Beverly being a coastal city, a financial advisor could help residents plan for potential natural disasters and emergencies, such as flooding or hurricanes, by recommending appropriate insurance coverage and creating emergency funds. Furthermore, a financial advisor could advise residents on investment opportunities and retirement planning, particularly given the city's aging population. Overall, a financial advisor can provide valuable guidance to residents of Beverly, MA in navigating their financial goals and challenges.

Mortgage Loan Officer

Residents of Beverly, MA could greatly benefit from the services of a mortgage loan officer. With the city's close proximity to Boston and its beautiful coastline, many residents are looking to purchase their own homes. A mortgage loan officer can assist with the loan application process, helping residents secure financing for their dream homes. Additionally, Beverly has a diverse population, including many first-time homebuyers who may need guidance and education on the home buying process. A mortgage loan officer can provide valuable advice and resources to these individuals, making the process less daunting and more accessible. Overall, a mortgage loan officer can be a valuable asset to the Beverly community, helping residents achieve their homeownership goals and contributing to the growth and development of the city.

Tax Services

Residents of Beverly, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Beverly residents is by providing guidance on how to maximize their deductions and credits. With the high cost of living in Beverly, residents may be looking for ways to save money wherever they can. A tax advisor can help them identify deductions and credits they may not have been aware of, such as those related to home ownership or education expenses. Additionally, with the recent changes to the tax code, a tax advisor can help Beverly residents navigate the new rules and ensure they are taking advantage of all available tax breaks. Overall, a tax advisor can provide valuable assistance to Beverly residents looking to save money and minimize their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Beverly, MA can provide a wide array of estate planning services to residents of this historic coastal city. From creating wills and trusts to minimizing tax liabilities and protecting assets, these legal professionals are well-versed in the intricacies of estate planning. With its rich maritime history and picturesque downtown area, Beverly, MA is a popular destination for retirees and those seeking a peaceful coastal lifestyle. As such, estate planning lawyers in this area often work closely with clients to ensure that their estates are properly structured and protected for generations to come. Whether you're looking to create a comprehensive estate plan or simply need guidance on how to best manage your assets, an estate planning lawyer in Beverly, MA can provide the knowledge and expertise you need to make informed decisions about your future.

Beverly, MA is an exceptional location to acquire the services of an estate planning lawyer. This charming coastal city is home to a plethora of experienced legal professionals who specialize in estate planning. One of the many reasons why Beverly is the ideal place to seek out an estate planning lawyer is due to its rich history and culture. Beverly boasts a vibrant community that is steeped in tradition, which is reflected in the legal professionals who call the city home. With their extensive knowledge of the local laws and regulations, Beverly-based estate planning lawyers are well-equipped to help individuals navigate the complexities of estate planning. Additionally, the city's proximity to Boston and other major cities in the region makes it an ideal location for those seeking top-notch legal services. Overall, Beverly, MA stands out as a premier destination for anyone seeking the best estate planning lawyers in the area.