Estate Planning Attorneys in Somerset, NJ

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List of Firms

Top Somerset, NJ Estate Planning Law Firms

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Mariano & Coiro, P.C.
4 out of 5
Location 844 Easton Ave, Somerset, NJ 08873, USA
Phone (732) 249-7300
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Lanza Law Firm
5 out of 5
Location 2416 Plainfield Ave, South Plainfield, NJ 07080, USA
Phone (908) 753-6010
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Drescher & Cheslow P.A.
5 out of 5
Location 610 Bridge Plaza Dr, Manalapan Township, NJ 07726, USA
Phone (732) 972-1600
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Hanlon Niemann & Wright, PC
5 out of 5
Location 3499 US-9 Suite 1F, Freehold, NJ 07728, USA
Phone (732) 863-9900
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Law Office of Marcia Polgar Zalewski
4 out of 5
Location 64 N Bridge St, Somerville, NJ 08876, USA
Phone (908) 231-1551
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The Law Firm of Steven H. Finkelstein, LLC
5 out of 5
Location 46 Johnson Rd, Somerset, NJ 08873, USA
Phone (908) 874-4300
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The Legato Law Firm
5 out of 5
Location 58 E Main St, Somerville, NJ 08876, USA
Phone (908) 725-9800
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MJPM Law
5 out of 5
Location 305 W Union Ave, Bound Brook, NJ 08805, USA
Phone (732) 584-7120
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Cane Law Firm
Location 991 US-22, Bridgewater Township, NJ 08807, USA
Phone (908) 393-9935
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Estate Planning Lawyers in Somerset, NJ

Where Estate Planners in Somerset, NJ Serve

Somerset, NJ is a bustling town located in the heart of the Garden State. It boasts a plethora of landmarks, including the historic Somerset County Courthouse and the Franklin Township Community Center. The town is also home to top employers such as Johnson & Johnson, Robert Wood Johnson University Hospital, and Verizon Wireless. Major highways like Route 287 and the New Jersey Turnpike run through Somerset, making it easily accessible to travelers. The town is divided into several distinct neighborhoods, each with its own unique charm and character. From the quaint streets of East Millstone to the bustling commercial center of Somerset Center, there is something for everyone in this vibrant community.

Financial Services Related to Estate Planning in Somerset, NJ

Banks and Credit Unions

Residents of Somerset, NJ can benefit from a bank in various ways. One of the most common ways is through the provision of financial services such as checking and savings accounts, loans, and credit cards. Banks can help residents save money, grow their wealth, and access credit when they need it. Additionally, banks can offer personalized financial advice and guidance to help residents make informed decisions about their finances. For example, given that Somerset is home to many small businesses, banks can provide business loans and other financial services to help entrepreneurs start and grow their businesses. Overall, a bank can be a valuable resource for residents of Somerset, NJ looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Somerset, NJ can benefit greatly from the services of an insurance broker. An insurance broker can provide expert advice on the best insurance policies for individuals or businesses in Somerset, NJ. For example, Somerset is known for its high flood risk due to its proximity to the Raritan River. An insurance broker can help residents find the best flood insurance policies to protect their homes and businesses from potential flood damage. Additionally, an insurance broker can help residents navigate the complex world of health insurance, finding the best policies to fit their unique needs and budget. With the help of an insurance broker, residents of Somerset, NJ can rest assured that they are fully protected and prepared for any unforeseen circumstances.

Retirement Planning

Residents of Somerset, NJ can benefit greatly from the services 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 unique needs and goals of each individual. This is especially important in Somerset, NJ, where the cost of living is higher than the national average. A retirement planner can help residents plan for the financial challenges of retirement, such as healthcare costs and inflation, and ensure they have enough savings to maintain their desired standard of living. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, helping residents make the most of their retirement savings and leave a legacy for their loved ones.

Wealth Management

Residents of Somerset, NJ could benefit from the expertise of a wealth manager in a number of ways. For example, a wealth manager could help residents to plan for their retirement, manage their investments, and develop strategies for tax planning. Additionally, Somerset residents may have unique financial needs and challenges that a wealth manager could help them navigate. For instance, Somerset is located in a region of New Jersey that has experienced significant growth in recent years, which could impact both the local economy and the financial needs of residents. A wealth manager who is familiar with the area could provide valuable insights and advice to help residents make informed financial decisions. Overall, a wealth manager could be an invaluable resource for Somerset residents who want to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Somerset, NJ can benefit greatly from the services of a financial advisor. With the high cost of living in the area, many individuals and families struggle to make ends meet and save for the future. A financial advisor can provide guidance on budgeting, debt management, and investment strategies to help residents achieve their financial goals. Additionally, Somerset is home to many small business owners who may need assistance with retirement planning, succession planning, and tax strategies. A financial advisor can help these entrepreneurs navigate the complex financial landscape and make informed decisions that will benefit their businesses and personal finances. Overall, a financial advisor can provide valuable support and expertise to help residents of Somerset, NJ achieve financial stability and success.

Mortgage Loan Officer

Residents of Somerset, NJ can benefit greatly from the services of a mortgage loan officer. With the high cost of living in Somerset, many residents struggle to afford a home without financial assistance. A mortgage loan officer can help guide residents through the process of applying for a mortgage and finding the best rates and terms available. Additionally, Somerset is a diverse community with a range of housing needs, from first-time homebuyers to those looking to refinance or invest in rental properties. A knowledgeable mortgage loan officer can provide personalized advice and support to help residents achieve their unique homeownership goals.

Tax Services

Residents of Somerset, NJ could greatly benefit from the expertise of a tax advisor. With the unique tax laws and regulations in New Jersey, a tax advisor can help residents navigate the complexities of state and local taxes. Additionally, Somerset is home to many small businesses, and a tax advisor can provide valuable guidance on tax planning and compliance for these entrepreneurs. Whether it's maximizing deductions, minimizing tax liability, or ensuring compliance with tax laws, a tax advisor can help Somerset residents make informed decisions about their finances and avoid costly mistakes.

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