Estate Planning Attorneys in Lynnfield, MA

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List of Firms

Top Lynnfield, MA Estate Planning Law Firms

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Prousalis & Papantonakis PC
4 out of 5
Location 40 Salem St bldg 2 ste 16, Lynnfield, MA 01940, USA
Phone (781) 246-2000
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Law Office of Colonna, Doyle & Simeola
5 out of 5
Location 26 Main St, Lynnfield, MA 01940, USA
Phone (781) 245-1127
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Protecting Your Assets LLC
Location 220 Broadway STE 404, Lynnfield, MA 01940, USA
Phone (978) 210-9666
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Chambers Jr Richard C
5 out of 5
Location 220 Broadway STE 404, Lynnfield, MA 01940, USA
Phone (781) 581-2031
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Law Office of Fritz M. Pluviose
5 out of 5
Location 301 Edgewater Pl Suite 100, Wakefield, MA 01880, USA
Phone (617) 770-0056
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Joseph Torra Attorney
4 out of 5
Location 40 Salem St, Lynnfield, MA 01940, USA
Phone (781) 213-6902
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KJB Law Firm
5 out of 5
Location 220 Broadway STE 403, Lynnfield, MA 01940, USA
Phone (781) 593-8700
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Estate Planning Lawyers in Lynnfield, MA

Where Estate Planners in Lynnfield, MA Serve

Lynnfield, MA is a charming town located in Essex County, Massachusetts. It is home to several landmarks, including the MarketStreet Lynnfield shopping center, the Lynnfield Meeting House, and the Lynnfield Library. The town is also known for its top employers, which include the Lynnfield Public Schools, Wakefield- Lynnfield Chamber of Commerce, and the Whole Foods Market. Major highways and streets in Lynnfield include Route 1, Route 128, and Main Street. These roads provide easy access to nearby towns and cities, making Lynnfield a convenient location for commuters. Lynnfield is divided into several neighborhoods, including Cedarwood, Glen Meadow, and Lynnfield Center. Each neighborhood has its own unique character and charm, making Lynnfield a diverse and vibrant community. Whether you're looking for a quiet suburban retreat or a bustling shopping district, Lynnfield has something to offer everyone.

Financial Services Related to Estate Planning in Lynnfield, MA

Banks and Credit Unions

Residents of Lynnfield, MA would be helped by a bank in a multitude of ways. One of the most common ways is through the provision of loans for home purchases or renovations. As a town with a high median home value, many Lynnfield residents may require financial assistance to afford their dream home or to make necessary repairs. Additionally, banks can provide various types of savings accounts and investment opportunities to help residents plan for their future financial goals. For example, with the town's proximity to Boston and its thriving job market, a bank could offer retirement accounts or investment portfolios to help residents save for their later years. Overall, a bank can be an invaluable resource for Lynnfield residents looking to manage their finances and plan for their future.

Insurance Broker

Residents of Lynnfield, MA can benefit greatly from the expertise and guidance of an insurance broker. With the town's close proximity to major highways and busy commuter routes, residents may face unique risks and challenges when it comes to protecting their homes, vehicles, and businesses. An insurance broker can help residents navigate the complex world of insurance policies and coverage options, ensuring that they have the right protection for their specific needs. Additionally, with a growing number of small businesses and entrepreneurs in Lynnfield, an insurance broker can provide valuable advice on liability and commercial insurance, helping these businesses stay protected and secure in the event of an unexpected event or accident.

Retirement Planning

Residents of Lynnfield, MA can benefit greatly from the services of a retirement planner. With an aging population and a median age of 45, many Lynnfield residents are approaching retirement age and may need guidance on how to manage their finances and plan for their future. A retirement planner can help residents of Lynnfield create a personalized retirement plan that takes into account their specific goals, needs, and financial situation. They can also provide advice on investment strategies, tax planning, and estate planning. With the high cost of living in the Boston area, it is important for Lynnfield residents to have a solid financial plan in place to ensure a comfortable retirement. A retirement planner can help them achieve that goal.

Wealth Management

Residents of Lynnfield, MA could benefit from a wealth manager in several ways. One of the most common ways is by receiving guidance on how to manage their finances and investments. A wealth manager can help residents develop a personalized financial plan that takes into account their specific goals and needs. Additionally, a wealth manager can provide advice on retirement planning, tax strategies, and estate planning. For Lynnfield residents, in particular, a wealth manager could help navigate the local real estate market, which has seen significant growth in recent years. With their expertise, a wealth manager can help residents make informed decisions about buying or selling property and ensure they are maximizing their investments.

Financial Advisor

Residents of Lynnfield, MA can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique needs and goals of the individual. This can include strategies for saving for retirement, paying off debt, and investing in the local economy. Additionally, a financial advisor can provide valuable insights into the local market and help residents make informed decisions about their investments. For example, Lynnfield is known for its strong real estate market, and a financial advisor can help residents navigate the complexities of buying or selling property in the area. Overall, a financial advisor can help residents of Lynnfield achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Lynnfield, MA can greatly benefit from the expertise of a mortgage loan officer. With the town's median home value being over $700,000, it can be difficult for many residents to secure a mortgage on their own. A loan officer can help guide residents through the process of finding the right mortgage for their unique financial situation, as well as assist with securing pre-approval. Additionally, with Lynnfield's proximity to Boston, many residents may be interested in investment properties or second homes. A loan officer can provide valuable insight and advice on how to navigate the complexities of purchasing a second property. Overall, a mortgage loan officer can be an invaluable resource for Lynnfield residents looking to achieve their homeownership and investment goals.

Tax Services

Residents of Lynnfield, MA can benefit greatly from the services of a tax advisor. One specific way a tax advisor can help is by navigating the complex tax laws of Massachusetts. Lynnfield is a town with a high median household income and a significant number of small business owners. A tax advisor can help residents maximize their deductions and credits, ensuring they are not overpaying on taxes. Additionally, they can assist small business owners with tax planning and compliance, allowing them to focus on growing their business. With the help of a tax advisor, residents of Lynnfield can have peace of mind knowing their taxes are being handled properly and efficiently.

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