Estate Planning Attorneys in Greenwich, CT

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List of Firms

Top Greenwich, CT Estate Planning Law Firms

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The Law Offices of Robert Vincent Sisca & Associates, LLC
4 out of 5
Location 32 Field Point Rd #101, Greenwich, CT 06830, USA
Phone (203) 629-3831
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James M. Rubino
5 out of 5
Location 1100 Summer St, Stamford, CT 06905, USA
Phone (203) 327-4212
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Withers Bergman Greenwich
5 out of 5
Location 1700 E Putnam Ave Suite 400, Old Greenwich, CT 06870, USA
Phone (203) 302-4100
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The Joyce Firm LLC
Location 115 E Putnam Ave 3rd Floor, Greenwich, CT 06830, USA
Phone (203) 983-7140
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Fein Counsel
Location 500 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 442-1839
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Gilbert Jessie A
Location 2 Greenwich Plaza, Greenwich, CT 06830, USA
Phone (203) 863-6503
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Goldman Gruder & Woods LLC
Location 165 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 983-6767
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Tom S. Ward, Jr
Location 170 Mason St, Greenwich, CT 06830, USA
Phone (203) 661-6000
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Lalor Attorneys
5 out of 5
Location 153 Mason St Suite 200, Greenwich, CT 06830, USA
Phone (646) 818-9870
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Medico & Associates, LLC.
5 out of 5
Location 2 Greenwich Office Park Suite 300, Greenwich, CT 06831, USA
Phone (203) 661-8151
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Smith Legacy Law
Location 3 Greenwich Office Park Ste 150, Greenwich, CT 06831, USA
Phone (203) 489-5362
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Catherine M Brennan LLC
Location 34 E Putnam Ave Suite 103, Greenwich, CT 06830, USA
Phone (203) 869-0080
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Beltrano Law, LLC
5 out of 5
Location 1037 E Putnam Ave, Riverside, CT 06878, USA
Phone (203) 340-2610
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Singer David M
Location 125 Mason St, Greenwich, CT 06830, USA
Phone (203) 629-2700
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The Law Offices of Eric R. Posmantier, LLC
4 out of 5
Location 31 Brookside Dr, Greenwich, CT 06830, USA
Phone (203) 930-1515
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GRAYSON & ASSOCIATES, P.C
Location 175 West Putnam Avenue, Greenwich, CT 06831, USA
Phone (203) 622-8100
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Estate Planning Lawyers in Greenwich, CT

Where Estate Planners in Greenwich, CT Serve

Greenwich, CT is a picturesque town located in Fairfield County, Connecticut. This affluent community is home to many notable landmarks, including the Greenwich Point Park, Bruce Museum, and the Greenwich Avenue shopping district. The town is also known for its top employers, which include hedge funds and financial services firms such as Bridgewater Associates, AQR Capital Management, and Tudor Investment Corporation. Major highways that run through Greenwich include Interstate 95 and the Merritt Parkway, providing easy access to nearby cities such as New York City and Stamford. The town is divided into several neighborhoods, each with its own unique charm and character. These include Old Greenwich, Riverside, Cos Cob, and Glenville. With its rich history and vibrant community, Greenwich is a wonderful place to call home.

Financial Services Related to Estate Planning in Greenwich, CT

Banks and Credit Unions

Residents of Greenwich, CT can benefit from a bank in many ways. Firstly, banks provide financial services such as checking and savings accounts, loans, and mortgages. This is particularly important in Greenwich, CT, which is known for its high cost of living. Banks can help residents manage their finances and plan for the future. Additionally, banks offer investment services, which can help residents grow their wealth and plan for retirement. In a town where many residents have significant wealth, investment services can be particularly helpful. Finally, banks provide a sense of security for residents. Knowing that their money is safe and insured can give residents peace of mind, particularly during uncertain economic times. Overall, banks play an important role in the financial well-being of Greenwich, CT residents.

Insurance Broker

Residents of Greenwich, CT can benefit from the expertise of an insurance broker in many ways. One of the most common ways is through the selection of appropriate insurance policies that fit their unique needs. With a plethora of insurance options available, it can be overwhelming for residents to navigate through the different policies and find the right coverage. An insurance broker can help residents identify the specific risks they face and recommend policies that provide adequate protection. For example, residents in Greenwich, CT may require additional coverage for their high-value homes due to the area's high cost of living. An insurance broker can help them find policies that cover their homes' unique features and provide adequate liability protection. Overall, an insurance broker can provide valuable guidance and support to residents in Greenwich, CT, ensuring they have the right coverage to protect their assets and financial well-being.

Retirement Planning

Residents of Greenwich, CT can greatly benefit from the expertise of a retirement planner. With its affluent population and high cost of living, many individuals in Greenwich may struggle to save adequately for retirement. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation, goals, and timeline. They can provide guidance on investment strategies, tax planning, and estate planning, among other things. Additionally, retirement planners can help residents navigate the complex world of Social Security and Medicare, ensuring they receive the maximum benefits possible. Overall, a retirement planner can provide invaluable support to residents of Greenwich, CT as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Greenwich, CT can benefit greatly from the services of a wealth manager. With a median household income of over $150,000, many residents have significant assets that require careful management and planning. A wealth manager can provide guidance on investment strategies, tax planning, and estate planning to help residents maximize their wealth and achieve their financial goals. Additionally, with many residents working in finance and other high-stress industries, a wealth manager can help alleviate the burden of managing their finances and provide peace of mind. Overall, a wealth manager can be an invaluable resource for residents of Greenwich, CT looking to secure their financial future.

Financial Advisor

Residents of Greenwich, CT can greatly benefit from the expertise of a financial advisor. With its reputation as one of the wealthiest towns in America, many residents have complex financial situations that require professional guidance. A financial advisor can help residents of Greenwich navigate the intricacies of estate planning, tax strategies, and investment management. Additionally, with the high cost of living in the area, a financial advisor can help residents create a budget and savings plan that aligns with their financial goals. Overall, the unique financial landscape of Greenwich, CT makes the services of a financial advisor invaluable to its residents.

Mortgage Loan Officer

Residents of Greenwich, CT would greatly benefit from the expertise of a mortgage loan officer. With a median home value of over $1.4 million, purchasing a home in Greenwich can be a daunting task. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, many residents of Greenwich may be interested in refinancing their current mortgages to take advantage of lower interest rates. A mortgage loan officer can assist with this process as well, potentially saving residents thousands of dollars over the life of their loan. Overall, a mortgage loan officer can provide invaluable assistance to residents of Greenwich, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Greenwich, CT can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist is by helping individuals navigate the complex tax laws surrounding property taxes in Greenwich. With some of the highest property values in the country, property taxes can be a significant financial burden for residents. A tax advisor can help ensure that residents are taking advantage of all available deductions and exemptions, as well as provide guidance on how to minimize their tax liability. Additionally, a tax advisor can assist with retirement planning, estate planning, and other financial matters, helping residents to make informed decisions and achieve their financial goals.

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