Estate Planning Attorneys in Lakewood, NJ

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List of Firms

Top Lakewood, NJ Estate Planning Law Firms

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BAR Law Group LLP
5 out of 5
Location 311 Boulevard of the Americas Suite 101, Lakewood, NJ 08701, USA
Phone (732) 201-2350
Directions
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Kirk C. Russom, Esq.
5 out of 5
Location 776 Commons Way bldg j, Toms River, NJ 08755, USA
Phone (732) 552-0900
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THE BROWN LAW FIRM
4 out of 5
Location 450 W Kennedy Blvd, Lakewood, NJ 08701, USA
Phone (732) 370-3000
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Gerald Klein Law
5 out of 5
Location 954 Morris Ave, Lakewood, NJ 08701, USA
Phone (732) 994-5832
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Bronzino Law Firm, LLC
5 out of 5
Location 44 Princeton Ave, Brick Township, NJ 08724, USA
Phone (732) 812-3102
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The Price Law Firm LLC
5 out of 5
Location 301 Madison Ave #104, Lakewood, NJ 08701, USA
Phone (732) 961-6950
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Bathgate Wegener & Wolf PC
4 out of 5
Location 1 Airport Rd, Lakewood, NJ 08701, USA
Phone (732) 363-0666
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Greenwald Weiss Attorneys At Law, LLC - NJ Office
4 out of 5
Location 311 Boulevard of the Americas Suite 103, Lakewood, NJ 08701, USA
Phone (732) 526-6333
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D Bennett Law LLC
Location 1200 River Ave suite 5, Lakewood, NJ 08701, USA
Phone (732) 268-8376
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Law Office of Yanky Brenner
5 out of 5
Location 15 America Ave suite 102, Lakewood, NJ 08701, USA
Phone (732) 276-1776
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Law Office of Philip D. Tobolsky
4 out of 5
Location 68 Ramtown-Greenville Rd, Howell Township, NJ 07731, USA
Phone (732) 785-9274
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Roth & Roth, P.A.
5 out of 5
Location 241 1st St, Lakewood, NJ 08701, USA
Phone (732) 363-6800
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Glenn Harrison Law Office
5 out of 5
Location 1200 River Ave #5A, Lakewood, NJ 08701, USA
Phone (732) 905-6660
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Alberto Brothers Law Firm: Elder Law Center
4 out of 5
Location 25 Mule Rd Bldg A-1, Toms River, NJ 08755, USA
Phone (732) 200-0779
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The Law Office of Piotr Rapciewicz, LLC
5 out of 5
Location 445 Brick Blvd #205, Brick Township, NJ 08723, USA
Phone (732) 903-8008
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Estate Planning Lawyers in Lakewood, NJ

Where Estate Planners in Lakewood, NJ Serve

Lakewood, NJ is a vibrant and bustling city located in the heart of Ocean County. This town is home to a plethora of landmarks that attract visitors from all over, including the beautiful Lake Carasaljo, the iconic Strand Theater, and the historic Lakewood Country Club. The top employers in this area include the prestigious Georgian Court University, the thriving Monmouth Medical Center, and the esteemed Ocean County College. Major highways and streets that run through Lakewood include the Garden State Parkway, Route 70, and Route 9, providing easy access to neighboring towns and cities. The neighborhoods in Lakewood are diverse and unique, ranging from the quaint and charming downtown area to the luxurious and upscale communities of Pine Lake Park and Lake Ridge. Whether you're a lifelong resident or a first-time visitor, there's something for everyone in this dynamic and exciting city.

Financial Services Related to Estate Planning in Lakewood, NJ

Banks and Credit Unions

Residents of Lakewood, NJ would be helped by a bank in numerous ways. For instance, a bank can provide them with financial services such as loans, mortgages, and savings accounts. Moreover, banks can offer credit cards and debit cards to help residents make purchases and manage their finances. Additionally, banks can provide financial advice and guidance to help residents plan their financial future. One specific thing about Lakewood, NJ is that it has a large Orthodox Jewish population, and banks can offer services that cater to their unique needs, such as interest-free loans and specific investment options. Overall, a bank can be a valuable resource for residents of Lakewood, NJ to help them manage their finances and plan for their future.

Insurance Broker

Residents of Lakewood, NJ can benefit greatly from the services of an insurance broker. With a population of over 100,000, Lakewood is a rapidly growing community that is home to many families and businesses. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best meets their needs. This can include everything from home and auto insurance to life and health insurance. For example, Lakewood is known for its large Orthodox Jewish community, and an insurance broker can help them find policies that meet their unique needs, such as policies that cover kosher food or maternity care for large families. Overall, an insurance broker can provide invaluable assistance to residents of Lakewood, helping them protect their assets and ensure their peace of mind.

Retirement Planning

Residents of Lakewood, NJ could benefit greatly from the guidance of a retirement planner. With a large population of Orthodox Jewish residents, many of whom have large families and rely heavily on community support, a retirement planner could help navigate the unique financial challenges faced by this demographic. Additionally, Lakewood has a high cost of living and many residents work in industries with limited retirement benefits, making it even more important to have a solid retirement plan in place. A retirement planner could assist with creating a savings plan, identifying investment opportunities, and ensuring that residents are on track to meet their retirement goals. By working with a retirement planner, residents of Lakewood can have peace of mind knowing that they are prepared for their future.

Wealth Management

Residents of Lakewood, NJ can benefit greatly from the expertise of a wealth manager. With a large population of Orthodox Jews, many individuals in Lakewood prioritize charitable giving and may need guidance on how to maximize their donations while also meeting their personal financial goals. A wealth manager can help residents navigate the complexities of charitable giving, such as setting up donor-advised funds or establishing charitable trusts. Additionally, with the high cost of living in Lakewood, many residents may need help with budgeting and financial planning to ensure they are able to meet their expenses and save for the future. A wealth manager can provide personalized advice and investment strategies to help residents achieve their financial objectives and secure their financial future.

Financial Advisor

Residents of Lakewood, NJ can benefit greatly from the expertise of a financial advisor. With the town's large Orthodox Jewish population, there are unique financial challenges that require specialized knowledge. For example, many families have large households with multiple children and may need help with budgeting and saving for future expenses such as weddings and education. Additionally, the community often relies on charitable giving and may need guidance on tax-efficient ways to donate. A financial advisor can also assist with retirement planning, investment strategies, and estate planning. With the right financial advisor, Lakewood residents can feel more confident in their financial future and make informed decisions to reach their goals.

Mortgage Loan Officer

Residents of Lakewood, NJ can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage. This is especially important in Lakewood, NJ where the real estate market can be competitive and fast-paced. Additionally, a mortgage loan officer can help residents understand the various types of mortgages available and choose the one that best fits their financial situation. For example, Lakewood has a large Orthodox Jewish population with unique financial needs, and a mortgage loan officer can help them navigate the process of obtaining a mortgage that accommodates their religious practices. Lastly, a mortgage loan officer can help residents secure the best interest rates and terms for their mortgage, potentially saving them thousands of dollars over the life of the loan.

Tax Services

Residents of Lakewood, NJ could greatly benefit from the expertise of a tax advisor in a number of ways. For instance, Lakewood is home to a large Orthodox Jewish community, and tax laws surrounding charitable giving and religious institutions can be complex and ever-changing. A tax advisor could help residents navigate these laws and maximize their charitable contributions while staying compliant with tax regulations. Additionally, Lakewood has a growing population of small business owners, and a tax advisor could assist them in properly structuring their businesses and minimizing their tax liabilities. Overall, a tax advisor could provide valuable guidance and peace of mind to residents of Lakewood, NJ as they navigate the often-confusing world of taxes.

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