Estate Planning Attorneys in Lexington, MA

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List of Firms

Top Lexington, MA Estate Planning Law Firms

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Constant Law Group, PC
5 out of 5
Location 1666 Massachusetts Ave F1, Lexington, MA 02420, USA
Phone (888) 849-5993
Language https://www.constantlegal.com/
Directions
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Harris & Murphy, LLP
5 out of 5
Location 922 Waltham St Ste 105, Lexington, MA 02421, USA
Phone (781) 641-4800
Language https://www.hmlawllp.com/
Directions
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The Law Office of Gina M. Ghioldi, P.C.
5 out of 5
Location 1666 Massachusetts Ave F1, Lexington, MA 02420, USA
Phone (781) 674-2161
Language https://www.ghioldilaw.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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MA Wills & Trusts
5 out of 5
Location 33 Bedford St, Lexington, MA 02420, USA
Phone (781) 863-8606
Language https://www.livingtrustma.com/
Directions
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MT Law LLC
4 out of 5
Location 430 Bedford St #200, Lexington, MA 02420, USA
Phone (800) 345-1899
Language http://www.mtlawllc.com/
Directions
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Simmons & Schiavo, LLP - Attorneys at Law
5 out of 5
Location 400 Tradecenter Dr #4800, Woburn, MA 01801, USA
Phone (781) 397-1700
Language http://www.sslawoffices.com/
Directions
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The Law Offices of Kimberly Butler Rainen
5 out of 5
Location 1500 District Ave #3425, Burlington, MA 01803, USA
Phone (781) 746-6588
Language https://www.butlerrainen.com/
Directions
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The Law Office of Marina Dvorkin
Location 238 Bedford St Suite 2, Lexington, MA 02420, USA
Phone (339) 927-8403
Language http://dvorkinlaw.com/contact/
Directions
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Attorney Julianne Donato
Location 1666 Massachusetts Ave, Lexington, MA 02420, USA
Phone (781) 861-9400
Language http://jdonatolaw.com/
Directions
Estate Planning Lawyers in Lexington, MA

Where Estate Planners in Lexington, MA Serve

Lexington, MA is a charming town located just outside of Boston, known for its rich history and picturesque landscapes. From the iconic Lexington Battle Green to the sprawling Great Meadows Wildlife Refuge, this town is filled with landmarks that are sure to impress. The top employers in Lexington include Raytheon, IBM, and Shire Pharmaceuticals, making it a hub for technology and innovation. Major highways and streets include Route 2, Route 128, and Massachusetts Avenue, providing easy access to nearby cities and towns. Neighborhoods in Lexington range from the quaint and historic to the modern and luxurious, offering something for everyone. With so much to see and do, Lexington is the perfect destination for anyone looking for a taste of New England charm.

Financial Services Related to Estate Planning in Lexington, MA

Banks and Credit Unions

Residents of Lexington, MA would benefit greatly from a bank in a number of ways. One of the most common ways a bank could help is by providing access to financial services such as checking and savings accounts, loans, and mortgages. With a population of just over 33,000, Lexington is a small town that is home to many families and retirees. A bank could help these residents by providing financial advice, helping them to manage their money, and providing them with the resources they need to achieve their financial goals. Additionally, a bank could help residents of Lexington by providing access to ATMs and other banking services, making it easier for them to access their money and conduct transactions. Overall, a bank would be an invaluable resource for the residents of Lexington, helping them to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Lexington, MA can benefit from the services of an insurance broker in several ways. One of the most common ways is by helping them find the right insurance policies that meet their specific needs. For instance, an insurance broker can help residents of Lexington, MA find a policy that covers the high costs associated with living in the area. This could include coverage for expensive homes, cars, and medical care. Additionally, an insurance broker can help residents of Lexington, MA navigate the complex insurance market and find policies that offer the best value for their money. Overall, an insurance broker can provide invaluable assistance to residents of Lexington, MA by helping them find the right insurance policies to protect their assets and financial well-being.

Retirement Planning

Residents of Lexington, MA could benefit greatly from the expertise of a retirement planner. With a population that is largely made up of older adults, it is important for residents to have a clear understanding of their financial options for retirement. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also provide guidance on investment strategies to help residents maximize their savings and ensure a comfortable retirement. Additionally, with the high cost of living in Massachusetts, a retirement planner can help residents create a budget and financial plan that takes into account the unique expenses of living in Lexington. Overall, a retirement planner can provide invaluable support to residents of Lexington, MA as they plan for their future.

Wealth Management

Residents of Lexington, MA could benefit from a wealth manager in a variety of ways. For example, a wealth manager could help residents create a personalized financial plan that takes into account their unique goals and circumstances. They could also provide guidance on investment strategies, tax planning, and estate planning. Additionally, a wealth manager could help residents navigate the complex world of financial products and services, ensuring that they are making informed decisions about their money. In particular, a wealth manager could help Lexington residents who work in the technology industry, which is a major employer in the area. With their expertise in managing complex financial situations, a wealth manager could help these residents make the most of their income and investments, while also minimizing their tax liabilities.

Financial Advisor

Residents of Lexington, MA can benefit from the expertise of a financial advisor in many ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique financial situation and goals. This can include strategies for saving for retirement, paying off debt, and investing in the stock market. In addition, a financial advisor can provide guidance on tax planning, estate planning, and insurance options. Given the high cost of living in Lexington, MA, a financial advisor can also help residents navigate the local real estate market and make informed decisions about buying or selling a home. With their knowledge and experience, a financial advisor can help residents of Lexington, MA achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Lexington, MA can benefit from the services of a mortgage loan officer in a myriad of ways. One of the most common ways is by helping them secure a mortgage loan to purchase a home in this historic town. With its rich history, excellent schools, and close proximity to Boston, Lexington is a highly sought-after location for homebuyers. A mortgage loan officer can guide residents through the complex process of obtaining a mortgage, including pre-approval, selecting the right mortgage product, and navigating the paperwork. Additionally, they can provide valuable insights into the local real estate market, including trends in home prices and interest rates. With the help of a mortgage loan officer, residents of Lexington can achieve their dream of homeownership and enjoy all that this beautiful town has to offer.

Tax Services

Residents of Lexington, MA can greatly benefit from the assistance of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that are specific to Massachusetts, including those that relate to property taxes and income taxes. Additionally, a tax advisor can help residents identify tax deductions and credits that they may be eligible for, which can help them reduce their tax liability and keep more of their hard-earned money. Furthermore, a tax advisor can provide guidance and support in the event of an audit or other tax-related dispute with the IRS or state tax authorities. Overall, a tax advisor can be an invaluable resource for residents of Lexington, MA who want to ensure that they are maximizing their tax savings and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Lexington, MA can provide a wide range of services to help individuals and families prepare for the future. From drafting wills and trusts to creating advanced healthcare directives and powers of attorney, these legal professionals can assist clients in developing comprehensive plans for the management and distribution of their assets. One particularly unique aspect of estate planning in Lexington, MA is the town's long history of wealth and affluence. With many high-net-worth individuals residing in the area, estate planning lawyers in Lexington are well-versed in the intricacies of complex financial portfolios and can provide specialized guidance on tax planning, asset protection, and other sophisticated strategies. Whether you're looking to protect your wealth for future generations or ensure that your healthcare wishes are respected, an estate planning lawyer in Lexington, MA can help you navigate the complexities of this important legal process.

Lexington, MA is the ideal location to find an estate planning lawyer due to its rich legal history and diverse community. With a population of just over 33,000 residents, Lexington is a small but vibrant town that is home to a plethora of legal professionals who specialize in estate planning. The town's proximity to Boston, the hub of legal activity in Massachusetts, makes it a prime location for lawyers to establish their practice. Additionally, Lexington's deep roots in American history, including its role in the Revolutionary War, have fostered a culture of respect for the law and a commitment to upholding legal standards. This unique blend of history and modernity has attracted a diverse population of legal professionals who bring a wealth of knowledge and experience to the field of estate planning. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate law, Lexington, MA is the perfect place to find an estate planning lawyer who can provide you with expert guidance and support.