Estate Planning Attorneys in Needham, MA

We did the hard work of finding trustworthy partners in Needham, MA. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Needham, MA Estate Planning Law Firms

generic_business-71
Summers Family Law
5 out of 5
Location 75 2nd Ave Suite 605, Needham, MA 02494, USA
Phone (617) 795-3000
Language https://www.summersfamlaw.com/
Directions
generic_business-71
Robert T. Smart, Jr., Esq.
5 out of 5
Location 399 Chestnut St, Needham, MA 02492, USA
Phone (781) 444-9344
Language http://www.robertsmart.net/
Directions
generic_business-71
Dennis Sullivan & Associates
5 out of 5
Location 888 Worcester St # 260, Wellesley, MA 02482, USA
Phone (781) 237-2815
Language http://www.estateplanandassetprotection.com/
Directions
generic_business-71
Greenfield Planning Group
Location 1233 Highland Ave suite b, Needham, MA 02492, USA
Phone (781) 343-1867
Language http://www.greenfieldplanning.com/
Directions
generic_business-71
Orsi Arone Rothenberg Turner, LLP
5 out of 5
Location 160 Gould St Suite 320, Needham Heights, MA 02494, USA
Phone (781) 239-8900
Language https://www.oarlawyers.com/
Directions
generic_business-71
Brier, Marandett & Rossetti LLP, Attorneys at Law, Needham, MA
Location 160 Gould St, Needham, MA 02494, USA
Phone (781) 453-0030
Language http://www.brierlaw.com/
Directions
generic_business-71
Zuroff Law Offices, PC
4 out of 5
Location 175 Highland Ave STE 303, Needham, MA 02494, USA
Phone (781) 429-3111
Language http://zurofflaw.com/
Directions
generic_business-71
Golden Law Center
Location 75 2nd Ave Suite 605, Needham, MA 02494, USA
Phone (781) 433-8665
Language http://www.goldenlawcenter.com/
Directions
generic_business-71
Belcher Fitzgerald LLP
5 out of 5
Location 175 Highland Ave STE 303, Needham, MA 02494, USA
Phone (617) 368-6890
Language http://www.belcherfitzgerald.com/
Directions
generic_business-71
Fields and Dennis LLP
4 out of 5
Location 80 William St #210, Wellesley Hills, MA 02481, USA
Phone (781) 489-6776
Language http://www.fieldsdennis.com/
Directions
generic_business-71
Law Offices of Cox & Cox
Location COX BUILDING, 60 Dedham Ave, Needham, MA 02492, USA
Phone (781) 444-2844
Language http://www.coxandcoxlaw.com/
Directions
generic_business-71
Law Office of Mark F. Murphy, PC
4 out of 5
Location 36 Washington St # 350, Wellesley, MA 02481, USA
Phone (781) 237-7060
Language http://markmurphyslaw.com/
Directions
generic_business-71
Margolis Bloom & D'Agostino, LLP
4 out of 5
Location 100 William St suite 220, Wellesley, MA 02481, USA
Phone (781) 705-6400
Language http://www.margolisbloom.com/
Directions
generic_business-71
Warren Hurwitz Attorney
3 out of 5
Location 233 Needham St, Newton, MA 02464, USA
Phone (617) 658-1919
Language http://www.warrenhurwitz.com/
Directions
generic_business-71
Geral J. Turner, Esq., CPA, Attorney at Law
Location 160 Gould St, Needham Heights, MA 02494, USA
Phone (781) 239-8900
Language http://www.oarlawyers.com/
Directions
generic_business-71
KSR Law
Location 160 Gould St Suite 102, Needham, MA 02494, USA
Phone (781) 418-5100
Language https://ksrlawfirm.com/
Directions
generic_business-71
Commonwealth Advisory Group: Attorney Philip Amaru
5 out of 5
Location 189 Wells Ave #303, Newton, MA 02459, USA
Phone (781) 493-3002
Language https://www.commadvisory.com/
Directions
generic_business-71
Brown & Knight
4 out of 5
Location 180 Wells Ave #106, Newton Centre, MA 02459, USA
Phone (617) 928-3300
Language http://www.bktaxlaw.com/
Directions
generic_business-71
Heritage Design Law LLC
Location 175 Highland Ave Ste. 408, Needham, MA 02494, USA
Phone (617) 630-5700
Language http://www.heritagedesignlaw.com/
Directions
generic_business-71
Susan Rossi Cook
3 out of 5
Location 144 Gould St #202, Needham, MA 02494, USA
Phone (508) 507-8742
Language http://www.rossicooklaw.com/
Directions
generic_business-71
Lannik Law, LLC
5 out of 5
Location 1320 Centre St 204 Ste 204, Newton, MA 02459, USA
Phone (617) 431-2669
Language https://www.lanniklaw.com/?npcmp=dir:local:1312811:02459
Directions
generic_business-71
Badger Law Group LLP
Location 160 Gould St suite 102, Needham, MA 02494, USA
Phone (617) 482-3030
Language http://www.badgerlaw.com/
Directions
generic_business-71
Ganz Law Group
5 out of 5
Location 10 Union St Suite 2B, Natick, MA 01760, USA
Phone (781) 474-4100
Language http://www.ganzlawgroup.com/
Directions
generic_business-71
Mann Law Firm P.C.
4 out of 5
Location 200 Highland Ave #302, Needham, MA 02494, USA
Phone (617) 690-7379
Language https://www.simonmannlaw.com/
Directions
generic_business-71
Matthew D Borrelli Law Office
Location 105 Chestnut St, Needham, MA 02492, USA
Phone (781) 444-8060
Language http://www.borrellilegal.com/
Directions
generic_business-71
CROSSLEY LAW OFFICES, LLC
5 out of 5
Location 10 Eliot Street, MA-16, Natick, MA 01760, USA
Phone (508) 655-6085
Directions
generic_business-71
Aubrey Law, LLC
5 out of 5
Location 1329 Highland Ave, Needham, MA 02492, USA
Phone (781) 474-3450
Language http://aubreylegal.com/
Directions
generic_business-71
Loren C. Rosenzweig, Attorney At Law
5 out of 5
Location 233 Needham St #500, Newton, MA 02464, USA
Phone (617) 420-5100
Language http://www.trustsandestateplanning.com/
Directions
generic_business-71
Philip Amaru Law Office
5 out of 5
Location 189 Wells Ave, Newton, MA 02459, USA
Phone (781) 493-3020
Language https://www.amarulaw.com/
Directions
generic_business-71
SEEGEL LIPSHUTZ LO & MARTIN, LLP
Location 80 William St #200, Wellesley, MA 02481, USA
Phone (781) 431-7700
Language https://sllm-law.com/
Directions
generic_business-71
Law Office of Alan H. Segal
3 out of 5
Location 175 Highland Ave, Needham, MA 02494, USA
Phone (781) 444-9676
Language https://www.segallawoffice.com/
Directions
generic_business-71
Meilman & Costa Law Office
5 out of 5
Location 195 Worcester St #205, Wellesley, MA 02481, USA
Phone (617) 969-9500
Language http://www.lawmcpc.com/
Directions
generic_business-71
Portnoy & Greene, P.C.
Location 687 Highland Ave Suite 5, Needham, MA 02494, USA
Phone (781) 727-5500
Directions
generic_business-71
Kimberly A. Fisher, Attorney
5 out of 5
Location 200 Highland Ave Suite 304, Needham, MA 02494, USA
Phone (617) 529-3923
Directions
Estate Planning Lawyers in Needham, MA

Where Estate Planners in Needham, MA Serve

Needham, MA is a picturesque town located in Norfolk County, Massachusetts, that is known for its beautiful landmarks, top-notch employers, major highways, and distinct neighborhoods. The town is home to a plethora of historical sites, including the iconic Needham Town Common, the Walker-Wetherill House, and the Needham Historical Society. The town is also home to several top employers, including TripAdvisor, SharkNinja, and the Needham Public Schools. Major highways that run through the town include Route 128, Route 135, and Route 9. Needham is also home to several distinct neighborhoods, including the Needham Heights, Needham Center, and Birds Hill neighborhoods, each with their unique charm and character. Whether you're a local or just passing through, Needham, MA is a town that is sure to leave a lasting impression.

Financial Services Related to Estate Planning in Needham, MA

Banks and Credit Unions

Residents of Needham, MA can benefit from a bank in various ways. Firstly, a bank can provide them with financial services such as checking and savings accounts, loans, and credit cards. This can help them manage their money better and plan for their future financial goals. Secondly, a bank can offer investment services, which can help residents grow their wealth over time. Additionally, a bank can assist residents in Needham with mortgages, helping them purchase their dream home in this beautiful town. Lastly, banks can provide financial education and resources to residents, helping them make informed decisions about their finances. With its charming neighborhoods, excellent schools, and vibrant community, Needham, MA is a great place to live and work, and a bank can help its residents thrive.

Insurance Broker

Residents of Needham, MA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the right insurance coverage that fits the specific needs of the residents. Needham is a town that is known for its high standard of living, and the residents here have unique insurance needs that require personalized attention. An insurance broker can help residents navigate the complex insurance landscape and find the right coverage for their homes, cars, and businesses. Additionally, with the increasing frequency of natural disasters and extreme weather conditions in the area, an insurance broker can help residents find the right coverage to protect their homes and assets from potential damages. Overall, an insurance broker can provide valuable support and guidance to residents of Needham, MA, ensuring that they have the protection they need to live their lives with peace of mind.

Retirement Planning

Residents of Needham, MA can benefit greatly from the guidance of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of each individual. This is particularly important in Needham, which has a higher cost of living than many other areas in Massachusetts. A retirement planner can help residents navigate the complex financial landscape of retirement, including managing investments, creating a budget, and planning for healthcare expenses. Additionally, a retirement planner can provide peace of mind by helping residents feel confident that they will be able to maintain their standard of living throughout their retirement years.

Wealth Management

Residents of Needham, MA can benefit greatly from the services of a wealth manager who can help them manage their finances and investments. One specific way that a wealth manager can help residents of Needham is by providing guidance on how to navigate the high cost of living in the area. With a median home value of over $1 million, many residents of Needham face financial challenges that require expert advice. A wealth manager can help them create a financial plan that takes into account the high cost of living, while also ensuring that they are saving and investing for their future. Additionally, a wealth manager can help residents of Needham navigate the complex tax laws in Massachusetts, which can be especially challenging for high earners. By providing personalized financial advice and guidance, a wealth manager can help residents of Needham achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Needham, MA can benefit greatly from the guidance of a financial advisor. With a median household income of over $150,000, many residents in Needham have complex financial situations that require expert advice. A financial advisor can help residents with retirement planning, investment strategies, and estate planning. Additionally, with the high cost of living in the Boston area, a financial advisor can help residents create a budget and manage their expenses. For example, a financial advisor can help families in Needham navigate the high cost of private school tuition or plan for the expenses associated with caring for an aging parent. Overall, a financial advisor can provide invaluable support to residents of Needham, helping them to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Needham, MA would be helped by a mortgage loan officer in a variety of ways. For starters, a loan officer can provide guidance on the home buying process and help residents navigate the complex world of mortgages. They can also help residents determine how much they can afford to borrow and what type of mortgage would be best for their unique financial situation. In addition, a mortgage loan officer can assist with the paperwork and documentation required for a mortgage application, which can be overwhelming for many people. One specific thing about Needham, MA is that it is a highly desirable suburb of Boston with a strong real estate market. A knowledgeable mortgage loan officer can help residents take advantage of this market and find the perfect home for their needs.

Tax Services

Residents of Needham, MA can benefit greatly from the expertise of a tax advisor. With the high cost of living in the area, many residents may be unsure of how to maximize their tax deductions and minimize their tax liability. A tax advisor can provide guidance on various tax-saving strategies, such as deductions for charitable donations or education expenses. Additionally, Needham residents who own businesses or have complex financial situations may require specialized tax advice to ensure compliance with state and federal tax laws. With the help of a tax advisor, residents of Needham can feel confident in their financial decisions and avoid costly mistakes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Needham, MA can provide a range of services to ensure that your assets are distributed according to your wishes after your passing. They can assist with drafting wills, trusts, and powers of attorney, as well as provide guidance on minimizing tax liabilities and avoiding probate. In addition, they can help you plan for long-term care and disability, establish guardianships for minor children, and protect assets from creditors. Needham, MA is a unique location for estate planning due to its proximity to Boston and the wealth of its residents. As such, an estate planning lawyer in Needham must be well-versed in complex tax laws and asset protection strategies to best serve their clients.

Needham, MA is the ideal location to seek out an estate planning lawyer for a multitude of reasons. The town's reputation for being a hub of affluence and prosperity is well-deserved, and this is reflected in the high caliber of legal professionals that reside within its borders. In particular, the town's proximity to Boston means that its lawyers are well-versed in the complex legal landscape of the city and can provide clients with comprehensive and nuanced advice. Furthermore, Needham's strong sense of community and commitment to excellence means that its lawyers are not only highly skilled but also deeply invested in their clients' well-being. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate court, Needham's estate planning lawyers have the expertise and dedication to help you achieve your goals.