Estate Planning Attorneys in Marlton, NJ

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List of Firms

Top Marlton, NJ Estate Planning Law Firms

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Tamburro Law Offices
5 out of 5
Location 16 W Main St, Marlton, NJ 08053, USA
Phone (856) 906-2790
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Law Offices of Jeffrey S. Walters, LLC
5 out of 5
Location 3000 Atrium Way #2201, Mt Laurel Township, NJ 08054, USA
Phone (856) 552-1045
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Herron Law Firm, LLC
3 out of 5
Location 10000 Lincoln Dr E #201, Marlton, NJ 08053, USA
Phone (856) 988-5549
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Stark & Stark
4 out of 5
Location 40 Lake Center, 401 NJ-73 #130, Marlton, NJ 08053, USA
Phone (856) 702-0879
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Abby N. Cohler, Attorney at Law
5 out of 5
Location 100 Centre Blvd, Marlton, NJ 08053, USA
Phone (856) 795-8093
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The Law Offices of Jason R. Sonstein, LLC
Location 751 NJ-73 #5, Marlton, NJ 08053, USA
Phone (856) 673-4121
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Yellin Lawyers, PC
Location 999 NJ-73 #203, Marlton, NJ 08053, USA
Phone (856) 309-0099
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Steinberg Law Group, LLC
4 out of 5
Location 701 NJ-73 #1, Marlton, NJ 08053, USA
Phone (856) 985-4234
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Grueneberg Law Group
3 out of 5
Location 2 Eves Dr # 208, Marlton, NJ 08053, USA
Phone (856) 267-5907
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Estate Planning Lawyers in Marlton, NJ

Where Estate Planners in Marlton, NJ Serve

Marlton, NJ is a bustling town in Burlington County, with a plethora of landmarks and neighborhoods that make it a unique place to live. The town is home to the Marlton Square Shopping Center, which features a variety of stores and restaurants, and the Marlton Crossing Shopping Center, which boasts a Target and a Whole Foods. Marlton also has several parks, including the scenic Freedom Park, which offers walking trails, playgrounds, and picnic areas. Top employers in Marlton include Virtua Health, TD Bank, and Lockheed Martin. Major highways in the area include the New Jersey Turnpike, Route 70, and Route 73, making it easy to get to nearby cities like Philadelphia and Atlantic City. Some of the most popular streets in Marlton include Main Street, which is lined with charming shops and cafes, and Greentree Road, which is home to many of the town's largest businesses. Marlton is divided into several neighborhoods, each with its own unique character.

Financial Services Related to Estate Planning in Marlton, NJ

Banks and Credit Unions

Residents of Marlton, NJ can be helped by a bank in a number of ways. One of the most common ways is by providing them with access to financial products and services that can help them manage their money more effectively. This might include things like checking and savings accounts, credit cards, loans, and investment accounts. Additionally, banks in Marlton can help residents with things like mortgages, refinancing, and home equity loans, which can be particularly useful in a community where many people own their own homes. Another way that banks can help residents of Marlton is by providing them with financial education and resources that can help them make informed decisions about their money and plan for their future. This might include things like financial planning tools, retirement planning resources, and access to financial advisors who can provide guidance and support. Overall, banks in Marlton can play a critical role in helping residents achieve their financial goals and build a more secure future for themselves and their families.

Insurance Broker

Residents of Marlton, NJ can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. Marlton, NJ is a growing community with a diverse population, and an insurance broker can help residents find policies that are tailored to their specific needs. For example, a broker may be able to help a Marlton resident find a policy that covers flood damage, which is a common concern in the area due to its proximity to the Rancocas Creek. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or discounts that they may not have been aware of otherwise. With the help of an insurance broker, residents of Marlton, NJ can feel confident that they have the right coverage for their needs and the best possible rates.

Retirement Planning

Residents of Marlton, NJ can benefit greatly from the expertise of a retirement planner. Marlton is a thriving community with a diverse population, and a retirement planner can help residents navigate the complexities of retirement planning. Specifically, a retirement planner can help Marlton residents create a comprehensive retirement plan that takes into account their unique financial situation, goals, and needs. This may include developing a retirement income strategy, determining the best time to claim Social Security benefits, and identifying tax-efficient investment strategies. With the help of a retirement planner, Marlton residents can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable retirement.

Wealth Management

Residents of Marlton, NJ can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This can include retirement planning, investment management, tax planning, and estate planning. Marlton is a rapidly growing community with a diverse population, and a wealth manager can help residents navigate the complexities of the financial world and make informed decisions about their money. For example, a wealth manager can help Marlton residents who are small business owners to create a retirement plan for themselves and their employees, or assist young families in saving for their children's education. With the help of a skilled wealth manager, residents of Marlton can achieve financial security and peace of mind.

Financial Advisor

Residents of Marlton, NJ can benefit greatly from the guidance of a financial advisor. With the high cost of living in this area, it can be challenging to manage finances effectively. A financial advisor can help Marlton residents develop a budget that takes into account their unique financial situation, including the high property taxes in the area. They can also provide guidance on saving for retirement, investments, and managing debt. Additionally, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor can help Marlton residents navigate the current financial landscape and make informed decisions about their money. Overall, a financial advisor can provide invaluable support and guidance to help Marlton residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Marlton, NJ can greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing a home. With the high cost of living in the area, many residents may struggle to come up with the necessary funds for a down payment or to qualify for a mortgage. A mortgage loan officer can help guide residents through the process of applying for a mortgage, finding the best rates and terms, and securing the financing they need to purchase their dream home. Additionally, with the unique housing market in Marlton, NJ, which includes a mix of older homes and new developments, a mortgage loan officer can provide valuable insight into the local real estate market and help residents find the perfect home that meets their needs and budget.

Tax Services

Residents of Marlton, NJ can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help Marlton residents is by providing guidance on state and local tax laws. Marlton is located in Burlington County, which has its own set of tax regulations that can be confusing for individuals to navigate on their own. A tax advisor can help residents understand these regulations and ensure that they are in compliance with all applicable laws. Additionally, a tax advisor can provide advice on tax-saving strategies and help residents minimize their tax liability. With the help of a tax advisor, Marlton residents can feel confident that they are making informed decisions and maximizing their financial well-being.

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