Estate Planning Attorneys in Essex, MA

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List of Firms

Top Essex, MA Estate Planning Law Firms

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Daly & Daly Attorneys
1 out of 5
Location 265 Essex St Ste 103, Salem, MA 01970, USA
Phone (978) 745-0500
Language http://www.dalyanddalylaw.com/
Directions
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Vontzalides Law Offices - Nick Vontzalides, Estate Law and Elder Planning
5 out of 5
Location 1 Essex Green Dr #2, Peabody, MA 01960, USA
Phone (978) 531-7009
Language https://www.npvlaw.com/
Directions
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Frontiero Law Office PC
4 out of 5
Location 46 Middle St, Gloucester, MA 01930, USA
Phone (978) 283-2850
Language http://frontierolaw.com/
Directions
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The O'Connor Law Firm
5 out of 5
Location 16 S Main St, Topsfield, MA 01983, USA
Phone (978) 887-5580
Language https://theoconnorlawfirm.com/?npcmp=dir:local:1160010:01983
Directions
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Surprenant & Beneski, P.C.
5 out of 5
Location 35 Arnold St, New Bedford, MA 02740, USA
Phone (508) 994-5200
Language https://www.myfamilyestateplanning.com/
Directions
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Wendy Guthro, Attorney & Counsellor At Law
5 out of 5
Location 17 Treetop Ct, Burlington, MA 01803, USA
Phone (781) 229-0555
Language http://guthrolaw.com/
Directions
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The Heritage Law Center
5 out of 5
Location 400 Tradecenter Dr, Woburn, MA 01801, USA
Phone (617) 299-6976
Language http://www.maheritagelawcenter.com/
Directions
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Arvanites Law Group
5 out of 5
Location 7 Essex Green Dr STE 5, Peabody, MA 01960, USA
Phone (978) 777-5100
Language http://www.scalawyers.com/
Directions
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Egan Law Center
5 out of 5
Location 49 Union St, Manchester-by-the-Sea, MA 01944, USA
Phone (978) 225-0765
Language http://www.eganlawcenter.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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The Law Offices of George O'Brine
Location 265 Essex St #301, Salem, MA 01970, USA
Phone (978) 532-6534
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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Law Offices of Adam J. Tobin
5 out of 5
Location 809 Turnpike St, North Andover, MA 01845, USA
Phone (978) 725-9083
Language http://www.adamtobinlaw.com/
Directions
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Elder Law Center
5 out of 5
Location 1 Essex St, Saugus, MA 01906, USA
Phone (781) 233-4444
Language http://www.elderlawcenter.org/
Directions
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Thornton Law Office
5 out of 5
Location 172 Main St, Rowley, MA 01969, USA
Phone (978) 432-1211
Language http://www.thorntonlawnorthshore.com/
Directions
Estate Planning Lawyers in Essex, MA

Where Estate Planners in Essex, MA Serve

Essex, MA is a charming coastal town located on the North Shore of Massachusetts. It is home to several landmarks, including the Essex Shipbuilding Museum, which showcases the town's rich maritime history, and the Essex River, which offers scenic views and recreational opportunities. Some of the top employers in Essex include the Essex County Greenbelt Association, which works to preserve open space and protect wildlife habitats, and the Essex Board of Health, which is responsible for ensuring the health and safety of the town's residents. Major highways and streets in Essex include Route 133, which runs through the town center and connects to nearby highways, and Main Street, which is lined with quaint shops and restaurants. Essex is divided into several distinct neighborhoods, including the historic village center, which features beautiful colonial homes and buildings, and the waterfront district, which is home to several marinas and fishing docks. Other neighborhoods include the rural outskirts of town, which offer a peaceful retreat from the hustle and bustle of city life.

Financial Services Related to Estate Planning in Essex, MA

Banks and Credit Unions

Residents of Essex, MA can benefit from a bank in many ways. One of the most common ways is through access to financial services and products that can help them manage their money more effectively. With a bank, residents can open checking and savings accounts, apply for loans and credit cards, and take advantage of other financial tools that can help them achieve their goals. Additionally, a bank can provide residents with access to financial education and resources that can help them make informed decisions about their finances. For example, residents of Essex, MA may benefit from learning about local real estate trends and mortgage options, as the town is known for its historic homes and picturesque waterfront properties. Overall, a bank can be a valuable resource for residents of Essex, MA looking to improve their financial well-being.

Insurance Broker

Residents of Essex, MA can benefit greatly from the services of an insurance broker. With the town's proximity to the ocean, many residents may require specialized insurance coverage for their homes and properties due to the increased risk of flooding. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they have adequate coverage in the event of a natural disaster. Additionally, an insurance broker can provide guidance on health insurance options, particularly for those who may be self-employed or work for small businesses in the area. By working with an insurance broker, residents of Essex, MA can have peace of mind knowing that they have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Essex, MA can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help them create a personalized financial plan that aligns with their retirement goals and objectives. This is particularly important for residents of Essex, MA, who may have unique retirement needs and concerns due to the town's rural setting and aging population. Additionally, a retirement planner can provide guidance on tax-efficient investment strategies, estate planning, and long-term care planning. With their knowledge and experience, a retirement planner can help residents of Essex, MA make informed decisions about their retirement and ensure they have a comfortable and secure future.

Wealth Management

Residents of Essex, MA can benefit greatly from the services of a wealth manager. A wealth manager can help residents with a range of financial needs, including retirement planning, investment management, and estate planning. One specific way that residents of Essex, MA can benefit from the services of a wealth manager is by receiving guidance on how to manage their finances in a way that takes into account the unique challenges of living in a coastal community. For example, a wealth manager can help residents plan for the potential financial impact of natural disasters, such as hurricanes or flooding, which are a common occurrence in Essex. Additionally, a wealth manager can help residents navigate the local real estate market, which can be competitive and expensive. By working with a wealth manager, residents of Essex, MA can feel confident that they are making informed financial decisions that will help them achieve their long-term goals.

Financial Advisor

Residents of Essex, MA could benefit greatly from the guidance of a financial advisor. With a population of just over 3,500, this small town is known for its historic homes and thriving fishing industry. A financial advisor could assist residents in creating a budget and developing a savings plan that takes into account the unique cost of living in Essex. Additionally, they could provide advice on retirement planning, investment strategies, and insurance options that are tailored to the needs of this community. With the help of a financial advisor, residents of Essex can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Essex, MA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure the funding they need to purchase a home or refinance an existing mortgage. One specific way that a mortgage loan officer can assist residents of Essex is by providing guidance on the various loan programs available to them. With a deep understanding of the local real estate market, a mortgage loan officer can help residents find the right loan program for their unique financial situation. Additionally, they can help residents navigate the often-complex process of securing a mortgage, from pre-approval to closing. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Essex, MA.

Tax Services

Residents of Essex, MA can benefit from the expertise of a tax advisor in a multitude of ways. For example, a tax advisor can assist homeowners in Essex with understanding the tax implications of property ownership, including deductions for mortgage interest and property taxes. Additionally, Essex is known for its vibrant small business community, and a tax advisor can provide valuable guidance on tax planning and compliance for local entrepreneurs. With its proximity to the ocean, many Essex residents also have unique tax considerations related to fishing and boating activities. A tax advisor can help these individuals navigate complex tax laws and regulations to ensure they are maximizing their deductions and minimizing their tax liability. Overall, a tax advisor can be a valuable resource for residents of Essex, MA seeking to make informed financial decisions and optimize their tax situation.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Essex, MA can provide a range of services to ensure that your assets are distributed according to your wishes after your passing. These services may include drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. In Essex, MA, estate planning lawyers are well-versed in the state-specific laws that govern the distribution of assets. They can also advise clients on how to minimize tax liabilities and avoid probate court. With their expertise, estate planning lawyers in Essex, MA can help clients create comprehensive plans that protect their assets and provide for their loved ones.

Essex, MA is undoubtedly the best place to get an estate planning lawyer. The town's rich history and culture make it an ideal location for legal services, especially when it comes to estate planning. With its quaint charm and picturesque scenery, Essex has a unique appeal that attracts clients from all over the state. It is home to some of the most experienced and knowledgeable estate planning lawyers who possess an in-depth understanding of the state's laws and regulations. The town's proximity to major cities like Boston and Salem also makes it a convenient location for clients who are looking for top-notch legal services. Furthermore, Essex's strong sense of community and close-knit relationships create a comfortable and welcoming environment for clients seeking legal advice. With all these factors combined, it is no wonder why Essex, MA is the go-to destination for estate planning lawyers.