Estate Planning Attorneys in Burlington, MA

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List of Firms

Top Burlington, MA Estate Planning Law Firms

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Cheryl Garrity - Attorney at Law
5 out of 5
Location 111 S Bedford St Suite 101, Burlington, MA 01803, USA
Phone (781) 425-6258
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Law Office of David E. Peterson
Location 2 Burlington Woods Dr Suite 100, Burlington, MA 01803, USA
Phone (978) 406-9790
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Frisoli Associates, P.C.
4 out of 5
Location 25 Burlington Mall Road, Burlington, MA 01803, USA
Phone (617) 494-0200
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The Law Offices of Kimberly Butler Rainen
5 out of 5
Location 21 Central St, Andover, MA 01810, USA
Phone (978) 691-9133
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Cushing & Dolan, P.C.
Location 444 Washington St Suite 203, Woburn, MA 01801, USA
Phone (617) 523-1555
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Law Offices of Boyd & Boyd, P.C.
5 out of 5
Location 1060 Falmouth Rd suite b, Hyannis, MA 02601, USA
Phone (508) 444-9688
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Roberts & Associates
4 out of 5
Location 20 Burlington Mall Road #415, Burlington, MA 01803, USA
Phone (781) 825-8400
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Shea Murphy & Gulde PC
5 out of 5
Location 35 Center St, Burlington, MA 01803, USA
Phone (781) 272-0900
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Percy Law Group, PC
Location 67 South Ave #400w, Burlington, MA 01803, USA
Phone (800) 708-6240
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Law Office of Mark E. Burke
5 out of 5
Location 50 Burlington Mall Road, Burlington, MA 01803, USA
Phone (781) 273-3801
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The Law Offices of James A. Miller, P.C.
Location 1500 District Ave, Burlington, MA 01803, USA
Phone (866) 370-3888
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Monteforte Law, P.C.
5 out of 5
Location 300 Tradecenter Dr Suite 5640, Woburn, MA 01801, USA
Phone (978) 396-4690
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Calabrese Law Associates
5 out of 5
Location 67 South Bedford Street, Suite 400 West, Burlington, MA 01803, USA
Phone (617) 340-6623
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The Law Offices of James A. Miller, P.C.
4 out of 5
Location 108 Grove St #2, Worcester, MA 01605, USA
Phone (866) 370-3888
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Solutions Law Group LLC
Location 1500 District Ave, Burlington, MA 01803, USA
Phone (617) 924-0300
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DiBella Law Offices, P.C.
Location 127 Cambridge St, Burlington, MA 01803, USA
Phone (781) 386-1232
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Joseph P. Godino, Attorney at Law
Location 2 Burlington Woods Dr #100, Burlington, MA 01803, USA
Phone (781) 273-3555
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Conway Law, LLC
5 out of 5
Location 580 Main St Suite 204, Reading, MA 01867, USA
Phone (617) 440-5454
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Estate Planning Lawyers in Burlington, MA

Where Estate Planners in Burlington, MA Serve

Nestled in Middlesex County, Burlington, MA boasts a plethora of landmarks that reflect its rich history and culture. From the Burlington Historical Society to the Burlington Mall, there's something for everyone. Top employers such as Oracle, Lahey Hospital & Medical Center, and Raytheon Technologies have made their mark on this thriving city. Major highways like I-95 and Route 3 make commuting a breeze, while streets like Cambridge Street and Middlesex Turnpike offer a variety of shops, restaurants, and entertainment. Burlington's neighborhoods, including Fox Hill, Pine Glen, and Mill Pond, offer a sense of community and belonging. With so much to offer, Burlington is the perfect place to call home.

Financial Services Related to Estate Planning in Burlington, MA

Banks and Credit Unions

Residents of Burlington, MA can benefit from a bank in several ways. One of the most common ways is through access to various financial services such as checking and savings accounts, loans, and credit cards. A bank can also provide financial advice and guidance to help residents manage their money more effectively and make sound investment decisions. Additionally, a bank can offer convenient online and mobile banking services, making it easier for residents to access their accounts and conduct transactions from anywhere. For example, with Burlington being a hub for technology companies, residents may need a bank that specializes in business banking services to help them manage their finances as entrepreneurs. Overall, a bank can be a valuable resource for residents of Burlington, MA, providing them with the tools and services they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Burlington, MA can benefit from the services of an insurance broker in a number of ways. For starters, an insurance broker can help Burlington residents navigate the complex world of insurance policies and find coverage that meets their unique needs. This is particularly important in Burlington, where the cost of living is high and residents may need to be especially mindful of their budget. Additionally, an insurance broker can help Burlington residents save money by identifying discounts and other cost-saving opportunities that they may not have been aware of otherwise. Finally, an insurance broker can provide peace of mind by ensuring that Burlington residents have the coverage they need to protect themselves and their families in the event of an unexpected event, such as a car accident or medical emergency.

Retirement Planning

Residents of Burlington, MA can greatly benefit from the guidance of a retirement planner. With a population of over 28,000, Burlington is a bustling suburb located just 12 miles northwest of Boston. Many of its residents work in the city or nearby tech companies, and a retirement planner can help them navigate the complexities of saving for retirement while also managing other financial goals. For example, a retirement planner can help residents of Burlington create a customized investment strategy that takes into account their unique financial situation and goals. Additionally, they can provide guidance on factors like Social Security, tax planning, and estate planning to ensure that residents are well-prepared for retirement and beyond.

Wealth Management

Residents of Burlington, MA could benefit from the services of a wealth manager in a variety of ways. One specific area where a wealth manager could be helpful is in navigating the local real estate market. Burlington is a desirable suburb located just outside of Boston, and as such, housing prices can be quite high. A wealth manager could help residents develop a plan for saving for a down payment, or advise on the best way to invest in property in the area. In addition, a wealth manager could provide guidance on retirement planning, tax strategies, and investment management to help residents achieve their financial goals and secure their futures. Overall, a wealth manager can provide valuable expertise and support to help residents of Burlington, MA make informed decisions about their finances and investments.

Financial Advisor

Residents of Burlington, MA can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help Burlington residents is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This can include strategies for saving for retirement, paying off debt, and investing in the local real estate market. Additionally, a financial advisor can provide valuable advice on tax planning and estate planning, which can be especially important for residents of Burlington, where the median household income is higher than the national average. By working with a financial advisor, residents of Burlington can feel confident in their financial future and make informed decisions that help them achieve their long-term goals.

Mortgage Loan Officer

Residents of Burlington, MA would benefit greatly from the expertise and guidance of a mortgage loan officer. These professionals specialize in helping individuals and families secure the financing they need to purchase a home or refinance an existing mortgage. In Burlington, where the cost of living is higher than the national average, a mortgage loan officer can provide invaluable assistance in finding the most affordable loan options available. They can also help borrowers navigate the complex process of applying for a mortgage, from gathering the necessary documentation to negotiating with lenders. With the help of a mortgage loan officer, residents of Burlington can achieve their dream of homeownership and enjoy all the benefits that come with it.

Tax Services

Residents of Burlington, MA can benefit from the expertise of a tax advisor in a number of ways. For instance, if you are a homeowner in Burlington, a tax advisor can help you navigate the complex rules around property taxes and deductions. Additionally, if you are a small business owner in Burlington, a tax advisor can help you optimize your tax strategy and minimize your tax liability. With the help of a tax advisor, you can ensure that you are taking advantage of all the tax breaks available to you, while also avoiding costly mistakes that could lead to penalties or audits. Ultimately, working with a tax advisor can provide peace of mind and help you make the most of your financial resources in Burlington, MA.

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