Estate Planning Attorneys in Newton, MA

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List of Firms

Top Newton, MA Estate Planning Law Firms

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The Law Office of Rosemary Paglia
1 out of 5
Location 414 Brookline St, Newton, MA 02459, USA
Phone (617) 501-4808
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Schlesinger & Buchbinder
5 out of 5
Location 1200 Walnut St, Newton, MA 02461, USA
Phone (617) 965-3500
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Canner Law & Associates, P.C.
5 out of 5
Location 200 Highland Ave #304, Needham Heights, MA 02494, USA
Phone (781) 444-7766
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Heritage Design Law LLC
Location 175 Highland Ave Ste. 408, Needham, MA 02494, USA
Phone (617) 630-5700
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Rollins Rollins & Fox
5 out of 5
Location 36 Glen Ave, Newton, MA 02459, USA
Phone (617) 969-7555
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Gilmartin Magence LLP
5 out of 5
Location 305 Washington St, Newton, MA 02458, USA
Phone (617) 964-4300
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Long Hagan Huff-Harris
5 out of 5
Location 4238 Washington St Unit B, Roslindale, MA 02131, USA
Phone (617) 752-2654
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Senior Solutions LLC, Attorneys at Law
5 out of 5
Location 30 Church St #210, Belmont, MA 02478, USA
Phone (617) 489-5900
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Elizabeth “Liz” Barletta of the Barletta Team @ Ligris
5 out of 5
Location 1188 Centre St, Newton, MA 02459, USA
Phone (617) 304-3404
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The Halks Firm
5 out of 5
Location 233 Needham St #540, Newton, MA 02464, USA
Phone (781) 995-0107
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Hope Elder Law - Estate Planning and Special Needs Planning
5 out of 5
Location 182 Main St, Watertown, MA 02472, USA
Phone (617) 926-8549
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Law Office of Gary J. Marchese
5 out of 5
Location 85 River St, Waltham, MA 02453, USA
Phone (781) 894-6248
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Boston Legacy Planning LLC
5 out of 5
Location 275 Grove St suite 2-400, Auburndale, MA 02466, USA
Phone (617) 624-3350
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Gilmore, Rees & Carlson, P.C.
5 out of 5
Location 70 Walnut St # 4, Wellesley, MA 02481, USA
Phone (781) 431-9788
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Archstone Law Group
Location Riverside Center, 275 Grove St Suite 2-400, Newton, MA 02466, USA
Phone (781) 314-0100
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Law Firm of David M. Kohen
5 out of 5
Location 716 Beacon St #590693, Newton, MA 02459, USA
Phone (617) 398-0570
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Dwyer, Spino & Goncalves, LLC
5 out of 5
Location 300 Washington St #450, Newton, MA 02458, USA
Phone (617) 244-2665
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Zuckerman Law Group, PC
5 out of 5
Location 246 Walnut St #301, Newton, MA 02460, USA
Phone (617) 395-6600
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Estate Planning Lawyers in Newton, MA

Where Estate Planners in Newton, MA Serve

Newton, MA is a vibrant city located in Middlesex County, Massachusetts. It is home to several iconic landmarks, including the Newton Free Library, Crystal Lake, and the Jackson Homestead and Museum. The city is also home to several top employers, such as the Newton-Wellesley Hospital, Boston College, and TripAdvisor. Major highways that run through the city include the Massachusetts Turnpike and Route 128, providing easy access to neighboring cities and towns. The city is divided into several distinct neighborhoods, each with its own unique character and charm, including Newton Centre, Newtonville, and Chestnut Hill. With its rich history, diverse culture, and thriving economy, Newton, MA is a city that truly has it all.

Financial Services Related to Estate Planning in Newton, MA

Banks and Credit Unions

Residents of Newton, MA can benefit from a bank in several ways. One of the most common ways is through the provision of financial services such as savings, checking, and investment accounts. Additionally, banks in Newton, MA offer loans to help residents finance their homes, education, or businesses. With the high cost of living in Newton, MA, many residents rely on banks to provide them with the necessary financial assistance to achieve their goals. For instance, banks can help residents save for their children's college education or provide loans to start a new business. Therefore, a bank is an essential partner for residents of Newton, MA, who want to manage their finances effectively.

Insurance Broker

Residents of Newton, MA can benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help them find the right coverage for their unique needs and budget. In a place like Newton, where the cost of living is relatively high, an insurance broker can help residents navigate the complex insurance market and find affordable policies that provide adequate coverage. Additionally, an insurance broker can help residents understand the fine print of their policies, such as deductibles and co-pays, and ensure that they are not caught off guard by unexpected expenses. With the help of an insurance broker, residents of Newton can have peace of mind knowing that they are protected in case of an emergency or unforeseen event.

Retirement Planning

Residents of Newton, MA can benefit greatly from the services of a retirement planner. With a median age of 43, many residents are in the prime of their working years and may not be thinking about retirement. However, a retirement planner can help them plan for the future by creating a personalized strategy that takes into account their unique goals and financial situation. Newton is known for its high cost of living, so a retirement planner can help residents navigate the expenses associated with retirement, such as healthcare and housing. Additionally, with many residents working in industries such as education and healthcare, a retirement planner can help them make the most of their retirement benefits and ensure they have a secure financial future.

Wealth Management

Residents of Newton, MA can benefit greatly from the expertise of a wealth manager. Newton is a city known for its high cost of living, and with that comes a need for careful financial planning. A wealth manager can assist residents of Newton in creating a personalized financial plan that takes into account their specific goals and needs. They can help with everything from retirement planning to tax optimization, and can provide guidance on investment strategies that align with each client's unique financial situation. With the help of a wealth manager, residents of Newton can feel confident that they are making informed decisions about their financial future.

Financial Advisor

Residents of Newton, MA can benefit greatly from the guidance of a financial advisor. With the city's high cost of living and affluent population, a financial advisor can help individuals and families navigate complex financial decisions and plan for their future. For example, a financial advisor can assist with retirement planning, investment strategies, and tax planning, all of which can be particularly important for those living in Newton. Additionally, with the city's proximity to Boston and its thriving business community, a financial advisor can also provide valuable guidance for entrepreneurs and business owners looking to grow and manage their wealth. Overall, a financial advisor can be an invaluable resource for residents of Newton, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Newton, MA would benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer would help them navigate the complex process of applying for a mortgage and securing the best possible interest rates. Secondly, they would provide guidance on the different types of mortgages available and which one would be most suitable for their financial situation. Additionally, the loan officer would be familiar with the unique real estate market in Newton, which is known for its high property values and competitive bidding wars. This knowledge would be invaluable in helping residents make informed decisions about buying or refinancing a home in the area. Overall, a mortgage loan officer would provide the personalized support and guidance necessary for residents of Newton to successfully navigate the complex world of home financing.

Tax Services

Residents of Newton, MA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liabilities and maximize tax deductions. This is especially important in Newton, MA where the cost of living is relatively high and taxes can be a significant burden. A tax advisor can help residents navigate complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide advice on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's financial future. Overall, working with a tax advisor can provide valuable insights and strategies to help residents of Newton, MA achieve their financial goals and secure their financial future.

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