Estate Planning Attorneys in Ipswich, MA

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List of Firms

Top Ipswich, MA Estate Planning Law Firms

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Rifkin & Morgan
Location 80 Central St, Ipswich, MA 01938, USA
Phone (978) 356-2111
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Law Office of Nancy M. Ignazi
5 out of 5
Location 78 Turnpike Rd suite i, Ipswich, MA 01938, USA
Phone (978) 473-6118
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Thornton Law Office
5 out of 5
Location 172 Main St, Rowley, MA 01969, USA
Phone (978) 432-1211
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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
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Christina Schenk-Hargrove, Attorney At Law
5 out of 5
Location 29 Home St, South Hamilton, MA 01982, USA
Phone (978) 810-4237
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Downey Law Group
4 out of 5
Location 462 Boston St, Topsfield, MA 01983, USA
Phone (978) 887-1000
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Watson & Watson, P.C.
4 out of 5
Location 458 Boston St #6, Topsfield, MA 01983, USA
Phone (978) 462-3177
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Watson Dalton LLC
5 out of 5
Location 458 Boston St Floor 2, Suite 6, Topsfield, MA 01983, USA
Phone (978) 346-5302
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Law Office of Donald M. Greenough
5 out of 5
Location 25 Market St, Ipswich, MA 01938, USA
Phone (978) 356-1040
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Willis Kallman Mandroiti
4 out of 5
Location 4 S Main St # 11, Ipswich, MA 01938, USA
Phone (978) 356-2934
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Ross & Ross
1 out of 5
Location 20 Market St, Ipswich, MA 01938, USA
Phone (978) 356-2000
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Silveri + Wilson | Halcyon Closing + Escrow
5 out of 5
Location 152 Conant St Suite 204, Beverly, MA 01915, USA
Phone (978) 767-8540
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Estate Planning Lawyers in Ipswich, MA

Where Estate Planners in Ipswich, MA Serve

Ipswich, MA is a charming coastal town located in Essex County, Massachusetts. This historic town is known for its picturesque views, rich history, and vibrant community. The town is home to several landmarks, including the Crane Estate, the Ipswich Museum, and the Ipswich River Wildlife Sanctuary. These landmarks offer visitors and residents alike a glimpse into the town's past and present. In terms of top employers, Ipswich is home to a diverse range of businesses, including New England Biolabs, Inc., EBSCO Information Services, and Ipswich Shellfish Group. These companies provide a variety of job opportunities for the town's residents and contribute to the local economy. Major highways and streets that run through Ipswich include Route 1, Route 133, and Route 97. These roads connect Ipswich to nearby towns and cities, making it easy for residents to commute to work or travel for leisure. Ipswich is also divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Ipswich, MA

Banks and Credit Unions

Residents of Ipswich, MA can benefit from a bank in numerous ways. Firstly, a bank can provide financial services such as savings accounts, checking accounts, and loans to help residents manage their finances. Additionally, a bank can offer investment opportunities such as mutual funds and stocks to help residents grow their wealth. Specifically, with Ipswich being a coastal town, a bank can also provide services related to fishing and boating, such as boat loans and insurance. A bank can also help residents with mortgages and home equity loans, which is particularly important in Ipswich where the housing market is highly competitive. Overall, a bank in Ipswich can provide essential financial services to help residents achieve their financial goals and secure their future.

Insurance Broker

Residents of Ipswich, MA can benefit greatly from the services of an insurance broker. A broker can help residents navigate the complex world of insurance policies and find the coverage that best fits their unique needs. For example, Ipswich is a coastal town known for its historic homes and buildings. An insurance broker can help residents find coverage that specifically protects against damage from coastal storms or other natural disasters that are common in the area. Additionally, a broker can help residents find affordable policies for their homes, cars, and other assets, ensuring that they are protected in case of unexpected accidents or incidents. With the help of an insurance broker, residents of Ipswich can have peace of mind knowing that they are adequately covered and protected.

Retirement Planning

Residents of Ipswich, MA could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan for each individual's financial future. This could include strategies for saving, investing, and managing retirement income. Specifically, with Ipswich being a coastal town, a retirement planner could also assist with planning for potential expenses related to coastal living, such as flood insurance or property damage from storms. Additionally, a retirement planner could help residents navigate the unique tax laws and regulations in Massachusetts, ensuring they are maximizing their retirement savings and minimizing their tax burden. Overall, a retirement planner can provide peace of mind and a clear path towards a secure financial future for residents of Ipswich, MA.

Wealth Management

Residents of Ipswich, MA can benefit from the services of a wealth manager in a myriad of ways. One of the most common ways is through investment management. A wealth manager can help residents of Ipswich, MA invest their money in a way that aligns with their financial goals and risk tolerance. Additionally, a wealth manager can provide guidance on retirement planning, tax planning, and estate planning. Ipswich, MA is known for its historic charm and beautiful coastline, making it a popular destination for tourists. A wealth manager can help residents of Ipswich, MA navigate the unique financial challenges that come with owning property in a popular tourist destination, such as managing rental income and property taxes. Overall, a wealth manager can provide residents of Ipswich, MA with personalized financial advice and support to help them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Ipswich, MA could greatly benefit from the guidance of a financial advisor. With its historic charm and proximity to the ocean, Ipswich is a popular destination for tourists and retirees alike. A financial advisor could help residents navigate the unique tax implications of living in a popular vacation spot, as well as provide guidance on retirement planning and investment strategies. Additionally, Ipswich is known for its strong sense of community and commitment to preserving its natural beauty. A financial advisor could assist residents in aligning their financial goals with their values, such as investing in environmentally sustainable funds or supporting local businesses. Overall, a financial advisor could provide valuable support to residents of Ipswich in achieving their financial goals and contributing to the vibrant community they call home.

Mortgage Loan Officer

Residents of Ipswich, MA would greatly benefit from the services of a mortgage loan officer. These professionals can help guide residents through the complicated process of obtaining a mortgage, which can be especially difficult in Ipswich due to the high cost of living in the area. A mortgage loan officer can help residents find the best mortgage rates and terms, as well as assist in filling out loan applications and navigating the various steps involved in securing a mortgage. Additionally, a mortgage loan officer can provide valuable advice and guidance on the local housing market in Ipswich, helping residents to make informed decisions about their home purchase. Overall, the support of a mortgage loan officer can be invaluable for Ipswich residents looking to buy a home.

Tax Services

Residents of Ipswich, MA can benefit from the expertise of a tax advisor in many ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to Massachusetts. For example, Ipswich has a local property tax rate of 1.07%, which can be confusing for homeowners. A tax advisor can help residents understand how this tax is calculated and how to take advantage of any deductions or exemptions they may be eligible for. Additionally, Ipswich has a thriving tourism industry, and many residents may have rental properties or businesses that generate income. A tax advisor can provide guidance on how to properly report this income and minimize tax liability. Overall, a tax advisor can provide valuable insights and strategies to help Ipswich residents optimize their tax situation and achieve their financial goals.

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