Estate Planning Attorneys in Somerville, NJ

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List of Firms

Top Somerville, NJ Estate Planning Law Firms

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Weiss & Marretta Law LLC
4 out of 5
Location 19 N Bridge St, Somerville, NJ 08876, USA
Phone (908) 526-6603
Directions
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Joan G. Geiger Mediator, WIN*WIN Mediation, LLC
5 out of 5
Location 54 Grove St #2, Somerville, NJ 08876, USA
Phone (908) 526-4300
Language http://www.3winwin.com/
Directions
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Law Offices of Steven H. Fleischer, LLC
4 out of 5
Location 25 N Bridge St, Somerville, NJ 08876, USA
Phone (908) 231-0052
Language https://fleischerlawsolutions.com/
Directions
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Taddeo Law
Location 25 W High St, Somerville, NJ 08876, USA
Phone (908) 526-1088
Language http://www.taddeolaw.com/
Directions
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The Law Office of Rajeh A. Saadeh, L.L.C.
5 out of 5
Location 1200 Route 22 East Suite 2000, Bridgewater Township, NJ 08807, USA
Phone (908) 864-7884
Language https://www.rajehsaadeh.com/?npcmp=dir:local:4878949:8876
Directions
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R.K. Bongiovanni, CPA
5 out of 5
Location 78 N Bridge St, Somerville, NJ 08876, USA
Phone (908) 450-7313
Language http://bongiovannicpa.com/
Directions
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Law Office of Eric S. Wasser
Location 43 W High St, Somerville, NJ 08876, USA
Phone (908) 707-8700
Language https://wasserlaw.com/
Directions
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Simon Law Group LLC
4 out of 5
Location 40 W High St, Somerville, NJ 08876, USA
Phone (800) 709-1131
Language http://www.simonattorneys.com/
Directions
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Vanarelli & Li, LLC
4 out of 5
Location 242 St Paul St, Westfield, NJ 07090, USA
Phone (908) 232-7400
Language https://vanarellilaw.com/
Directions
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Alan E. Welch, Esq.
5 out of 5
Location 4 E Cliff St, Somerville, NJ 08876, USA
Phone (908) 722-5151
Directions
Estate Planning Lawyers in Somerville, NJ

Where Estate Planners in Somerville, NJ Serve

Somerville, NJ is a bustling town located in Somerset County, New Jersey. Known for its rich history and vibrant community, Somerville is home to several landmarks that showcase its unique past. The Somerset County Courthouse, built in 1909, is a stunning example of neoclassical architecture and serves as the county seat. The Wallace House, a historic mansion built in the 18th century, was once home to General George Washington during the Revolutionary War. The town is home to several top employers, including Robert Wood Johnson University Hospital, Johnson & Johnson, and Ethicon. These companies provide jobs for thousands of residents and contribute to the town's thriving economy. Somerville is easily accessible by major highways and streets, including Route 22, Route 202, and Route 206. These roads connect the town to neighboring communities and make commuting a breeze. The town is divided into several unique neighborhoods, each with its own character and charm.

Financial Services Related to Estate Planning in Somerville, NJ

Banks and Credit Unions

Residents of Somerville, NJ could benefit from a bank in numerous ways. For instance, a bank could provide financial assistance to small businesses, which are the backbone of the local economy. Additionally, residents could access various financial products and services, such as checking and savings accounts, loans, and credit cards, that could help them manage their finances more effectively. Moreover, a bank could offer investment and retirement planning services to help residents achieve their long-term financial goals. In a town like Somerville, which is known for its vibrant downtown and diverse community, a bank could play a crucial role in supporting the local economy and helping residents achieve financial stability.

Insurance Broker

Residents of Somerville, NJ can benefit greatly from the services of an insurance broker. With the town being located in Somerset County, which is known for its high property values, an insurance broker can help residents find the best coverage for their homes, as well as their vehicles and personal property. Additionally, Somerville has a growing population of small business owners, and an insurance broker can assist them in finding the right coverage to protect their businesses from potential risks and liabilities. With so many options and policies available, an insurance broker can help residents of Somerville navigate the complex world of insurance and find the coverage that best fits their individual needs and budget.

Retirement Planning

Residents of Somerville, NJ can greatly benefit from the help of a retirement planner. One of the most common ways a retirement planner can assist residents is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This is especially important in Somerville, NJ, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits to ensure they are maximizing their income and savings. Additionally, a retirement planner can help residents plan for unexpected expenses, such as healthcare costs, which can be a major burden for retirees. By working with a retirement planner, residents of Somerville, NJ can achieve peace of mind knowing they have a solid plan in place for their future.

Wealth Management

Residents of Somerville, NJ could benefit from the expertise of a wealth manager in a number of ways. One of the most common ways a wealth manager could help Somerville residents is by providing guidance on retirement planning and investment strategies. With many residents nearing retirement age, a wealth manager could help them navigate the complex world of retirement planning, including maximizing Social Security benefits, creating a sustainable income stream, and managing risk. Additionally, with the high cost of living in New Jersey, a wealth manager could help Somerville residents create a budget and investment plan that allows them to achieve their financial goals while also managing their day-to-day expenses. Ultimately, a wealth manager can provide personalized financial advice and support that is tailored to the unique needs and goals of each Somerville resident.

Financial Advisor

Residents of Somerville, NJ can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is by helping them create a personalized budget and savings plan that takes into account the unique cost of living in the area. With its proximity to New York City, Somerville can be an expensive place to live, and a financial advisor can help residents navigate the high cost of housing, transportation, and other expenses. Additionally, a financial advisor can assist residents in planning for major life events, such as buying a home, starting a family, or retiring, by providing advice on investment strategies, insurance options, and retirement planning. Ultimately, a financial advisor can help residents of Somerville achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Somerville, NJ can greatly benefit from the services of a mortgage loan officer. These professionals can help people navigate the complex world of home financing, from finding the right loan product to securing the best interest rates. In a town like Somerville, where the real estate market can be competitive, having a mortgage loan officer on your side can make all the difference. They can provide guidance on the local housing market and help you understand the unique challenges and opportunities of buying a home in Somerville. Whether you are a first-time homebuyer or an experienced investor, a mortgage loan officer can help you achieve your goals and make your dream of homeownership a reality.

Tax Services

Residents of Somerville, NJ can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are specific to the state of New Jersey. For example, many residents in Somerville may not be aware of the Homestead Benefit program, which provides property tax relief to eligible homeowners. A tax advisor can also assist with tax planning for retirement, which is especially important for the aging population in Somerville. With their knowledge of tax laws and regulations, a tax advisor can help residents maximize their tax savings and avoid costly mistakes, ultimately giving them peace of mind when it comes to their finances.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Somerville, NJ can provide a wide range of services to help individuals and families plan for the future. These services may include drafting wills, trusts, and other estate planning documents, assisting with the administration of estates, and providing guidance on tax and asset protection strategies. In Somerville, NJ, estate planning lawyers may also be well-versed in local laws and regulations that can impact estate planning, such as those related to inheritance and probate. With their expertise and attention to detail, estate planning lawyers in Somerville, NJ can help ensure that clients' wishes are carried out and their assets are protected for generations to come.

Somerville, NJ is an ideal location to find an estate planning lawyer due to its rich history and diverse community. The town's historical significance can be seen in its well-preserved architecture and landmarks, such as the Somerset County Courthouse and the Wallace House. This historical context lends itself to a community that values tradition and planning for the future, making it an excellent place to seek legal guidance for estate planning. Additionally, Somerville's diverse population provides a unique perspective for estate planning, as lawyers can draw from a range of cultural and personal experiences to create personalized plans for their clients. With its combination of historical significance and cultural diversity, Somerville, NJ is the perfect place to find an estate planning lawyer who can provide expert guidance and tailored solutions for all of your estate planning needs.