Estate Planning Attorneys in Matawan, NJ

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List of Firms

Top Matawan, NJ Estate Planning Law Firms

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Hoffman & Hoffman Law Firm
5 out of 5
Location 99 NJ-35, Keyport, NJ 07735, USA
Phone (732) 264-1956
Directions
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Edward Testino ,Llc,Attorney At Law
4 out of 5
Location 121 NJ-34, Matawan, NJ 07747, USA
Phone (732) 525-9000
Directions
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Cleary Giacobbe Alfieri Jacobs, LLC
5 out of 5
Location 955 NJ-34, Matawan, NJ 07747, USA
Phone (732) 583-7474
Directions
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Kantor & Linderoth
4 out of 5
Location 58 W Front St, Keyport, NJ 07735, USA
Phone (732) 264-9300
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Eugene J McDonald
5 out of 5
Location 7 Crown Pl, Matawan, NJ 07747, USA
Phone (732) 583-8485
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The Grossman Law Firm, LLC
5 out of 5
Location 171 Main St #300, Matawan, NJ 07747, USA
Phone (732) 696-7575
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Law Office of George Cretella
4 out of 5
Location 105 Reids Hill Rd Suite C, Aberdeen Township, NJ 07747, USA
Phone (732) 290-7600
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Wernik & Salvatore Attorneys At Law
5 out of 5
Location 34 Village Ct, Hazlet, NJ 07730, USA
Phone (732) 201-3888
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Estate Planning Lawyers in Matawan, NJ

Where Estate Planners in Matawan, NJ Serve

Nestled in Monmouth County, New Jersey, lies the charming town of Matawan, brimming with rich history and vibrant culture. From the iconic Old Bridge to the picturesque Lake Lefferts, Matawan boasts a plethora of landmarks that capture the essence of this quaint town. As for top employers, Matawan is home to notable companies such as iCIMS, CommVault, and Verizon Wireless, providing ample job opportunities for its residents. Major highways such as Route 34 and the Garden State Parkway make commuting a breeze, while neighborhoods like Strathmore and Cheesequake offer a diverse range of housing options for families and individuals alike. With its unique blend of small-town charm and modern amenities, Matawan is a hidden gem that's worth exploring.

Financial Services Related to Estate Planning in Matawan, NJ

Banks and Credit Unions

Residents of Matawan, NJ can benefit from a bank in several ways. One of the most common ways is through the availability of loans for various purposes such as home purchases, car purchases, and business ventures. Matawan is a growing town with a diverse population, and as such, there is a need for financial assistance to help individuals and businesses achieve their goals. A bank can also provide residents with savings and checking accounts, credit cards, and other financial products that can help them manage their money more effectively. Additionally, a bank can offer financial advice and guidance to residents who may be struggling with debt or looking to invest their money wisely. Overall, a bank can be a valuable resource for residents of Matawan, NJ, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Matawan, NJ can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents is by providing them with personalized insurance plans that fit their unique needs and budget. This is especially important for Matawan residents, as the town is located in a coastal area that is prone to flooding and other natural disasters. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they have adequate coverage in case of a disaster. Additionally, an insurance broker can help residents save money by comparing rates from different insurance providers and finding the best deals. Overall, an insurance broker can provide peace of mind and financial security to residents of Matawan, NJ.

Retirement Planning

Residents of Matawan, NJ can benefit from the expertise of a retirement planner in several ways. One of the most common ways is by creating a customized retirement plan that takes into account their current financial situation and future goals. This plan can include strategies to maximize retirement savings, minimize taxes, and ensure a steady income stream during retirement. Additionally, a retirement planner can assist residents in Matawan with estate planning, including creating a will and establishing trusts to protect their assets and provide for their loved ones. With a retirement planner's guidance, residents of Matawan can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable and secure future.

Wealth Management

Residents of Matawan, NJ can benefit greatly from the services of a wealth manager. Specifically, a wealth manager can help residents of Matawan navigate the unique financial challenges that come with living in a small, suburban community. For example, a wealth manager can help residents of Matawan plan for retirement, manage their investments, and create a budget that takes into account the high cost of living in the area. Additionally, a wealth manager can provide guidance on estate planning, tax strategies, and other financial matters that can be particularly complex in a small town like Matawan. By working with a wealth manager, residents of Matawan can feel confident that they are making smart financial decisions that will help them achieve their long-term goals.

Financial Advisor

Residents of Matawan, NJ could benefit from the guidance of a financial advisor in many ways. One specific area where a financial advisor could be helpful is in planning for retirement. With a median age of 41 years old, many residents of Matawan are likely thinking about their retirement years and how they will fund them. A financial advisor can help residents create a retirement plan that takes into account their individual goals and financial situation. They can also provide guidance on investment strategies, such as diversifying a portfolio and minimizing taxes, to help ensure a comfortable retirement. Additionally, a financial advisor can assist with other financial goals, such as paying off debt, saving for a child's education, and purchasing a home. By working with a financial advisor, residents of Matawan can feel more confident in their financial future and have a plan in place to achieve their goals.

Mortgage Loan Officer

Residents of Matawan, NJ could benefit from the expertise of a mortgage loan officer in a variety of ways. For starters, Matawan is a bustling town with a growing population, which means that many residents may be looking to purchase a home or refinance an existing mortgage. A mortgage loan officer can help residents navigate the often-complex process of securing a loan, providing guidance on everything from credit scores to down payments. Additionally, Matawan is located in a region with a high cost of living, which can make homeownership a challenge for some. A loan officer can work with residents to find loan options that fit their specific financial situation, potentially helping them to achieve their dream of owning a home in this beautiful New Jersey town.

Tax Services

Residents of Matawan, NJ can benefit greatly from the services of a tax advisor. With the town's proximity to major cities like New York and Philadelphia, many residents may have complex tax situations that require expert advice. Additionally, Matawan is home to a number of small businesses, which may require assistance with tax planning and compliance. A tax advisor can help residents navigate the ever-changing tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Whether a resident needs help with personal tax planning or business tax strategy, a tax advisor can provide valuable guidance and support.

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