Estate Planning Attorneys in South Burlington, VT

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List of Firms

Top South Burlington, VT Estate Planning Law Firms

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Law Offices of John B. St. Francis, Esq
4 out of 5
Location 239 S Union St, Burlington, VT 05401, USA
Phone (802) 658-5950
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Brian J. Stark, Attorney at Law
4 out of 5
Location 1233 Shelburne Rd #200, South Burlington, VT 05403, USA
Phone (802) 497-2010
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Clarke Demas & Baker PLC
5 out of 5
Location 346 Shelburne Rd #602, Burlington, VT 05401, USA
Phone (802) 652-1400
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Montroll, Oettinger & Barquist P.C.
4 out of 5
Location 126 College St #400, Burlington, VT 05401, USA
Phone (802) 540-0250
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Jarrett | Hoyt
5 out of 5
Location 1795 Williston Rd # 125, South Burlington, VT 05403, USA
Phone (802) 864-5951
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Mark Perkell
Location 257 Fairway Dr, South Burlington, VT 05403, USA
Phone (802) 651-7145
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Kirkpatrick & Goldsborough, PLLC
5 out of 5
Location 1233 Shelburne Rd E1, South Burlington, VT 05403, USA
Phone (802) 651-0960
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Hill C Dennis
Location 333 Dorset St, South Burlington, VT 05403, USA
Phone (802) 497-0079
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Law Offices of Lindsey M Huddle
4 out of 5
Location 72 Hungerford Terrace, Burlington, VT 05401, USA
Phone (802) 658-0888
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Attorney Jeffrey J. Wick
5 out of 5
Location 308 College St, Burlington, VT 05401, USA
Phone (917) 282-5256
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Morwood & Morwood--Attorneys at Law
5 out of 5
Location 333 Dorset St, South Burlington, VT 05403, USA
Phone (802) 862-2135
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EZ-Probate
4 out of 5
Location 50 Lakeside Ave Suite 560, Burlington, VT 05401, USA
Phone (888) 272-7604
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Ward Law, PC
3 out of 5
Location 3069 Williston Rd, South Burlington, VT 05403, USA
Phone (802) 863-0307
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Bergeron Paradis & Fitzpatrick
4 out of 5
Location 34 Pearl St, Essex Junction, VT 05452, USA
Phone (802) 879-6304
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Johnson Michael D
5 out of 5
Location 80 Midas Dr #3, South Burlington, VT 05403, USA
Phone (802) 660-9393
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Wick & Maddocks
5 out of 5
Location 308 College St, Burlington, VT 05401, USA
Phone (802) 658-3037
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Estate Planning Lawyers in South Burlington, VT

Where Estate Planners in South Burlington, VT Serve

South Burlington, VT is a vibrant community located in the heart of Chittenden County. It is home to a variety of landmarks, including the University Mall, the Vermont National Guard Museum, and the Burlington International Airport. The city boasts a diverse economy with top employers such as the University of Vermont Medical Center, GlobalFoundries, and Ben & Jerry's. Major highways including Interstate 89 and Route 7 provide easy access to neighboring towns and cities. South Burlington is known for its beautiful neighborhoods, such as the popular Dorset Park and the family-friendly South Village. With its bustling economy and picturesque surroundings, South Burlington is a great place to live, work, and play.

Financial Services Related to Estate Planning in South Burlington, VT

Banks and Credit Unions

Residents of South Burlington, VT can benefit from a bank in many ways. One of the most common ways is through access to financial products and services that can help them achieve their financial goals. For example, a bank can offer savings accounts, checking accounts, and loans that can be used to purchase a home, car, or other big-ticket item. Additionally, banks can provide financial education and advice to help residents manage their money more effectively. In South Burlington, VT, a bank can also help residents take advantage of the area's many outdoor recreational opportunities by offering loans for equipment such as kayaks, bikes, and skis. Furthermore, a bank can help residents support local businesses by providing loans and other financial services to entrepreneurs and small business owners in the area.

Insurance Broker

Residents of South Burlington, VT can benefit from the services of an insurance broker in a variety of ways. For one, an insurance broker can help navigate the complex world of insurance policies and find the best coverage for their clients. In a city like South Burlington, where harsh winter weather can be a concern, an insurance broker can help residents find policies that cover damage from snow and ice. Additionally, an insurance broker can help residents find policies that cover specific needs, such as flood insurance for those living near Lake Champlain. With the help of an insurance broker, residents of South Burlington can have peace of mind knowing they are properly covered in case of unexpected events.

Retirement Planning

Residents of South Burlington, VT would greatly benefit from the expertise of a retirement planner. With a population of over 18,000, many individuals in this community are approaching retirement age and may be unsure of how to financially prepare for their golden years. A retirement planner can provide guidance on how to maximize retirement savings, minimize taxes, and create a sustainable income stream. Additionally, with the cost of living in Vermont being higher than the national average, a retirement planner can help residents of South Burlington navigate the unique financial challenges of their local area. Overall, working with a retirement planner can provide peace of mind and a sense of security for those approaching retirement in South Burlington, VT.

Wealth Management

Residents of South Burlington, VT can benefit from the expertise of a wealth manager in a variety of ways. One of the most common is through retirement planning, as many residents in this area are approaching retirement age. A wealth manager can help them assess their current financial situation, set realistic retirement goals, and develop a personalized plan to achieve those goals. Additionally, South Burlington is home to many small business owners who may need help with investment strategies and tax planning. A wealth manager can provide guidance on how to maximize their investments and minimize tax liabilities. With the help of a wealth manager, residents of South Burlington can feel more confident about their financial future and have peace of mind knowing that they have a plan in place to achieve their goals.

Financial Advisor

Residents of South Burlington, VT can benefit greatly from the expertise of a financial advisor. With a median household income of $78,000 and a cost of living that is 12% higher than the national average, it can be challenging for residents to manage their finances effectively. A financial advisor can help residents navigate the local real estate market, plan for retirement, and create a budget that works for their unique financial situation. Additionally, with the recent influx of tech companies like Dealer.com and MyWebGrocer, there are many opportunities for residents to invest in the local economy. A financial advisor can help residents make informed investment decisions that align with their financial goals and values.

Mortgage Loan Officer

Residents of South Burlington, VT would greatly benefit from the expertise of a mortgage loan officer when it comes to purchasing a home. With a growing population and limited housing inventory, navigating the real estate market in South Burlington can be challenging. A mortgage loan officer can provide valuable guidance on the different types of loans available, as well as help residents understand the financial implications of their purchase. Additionally, with the average home price in South Burlington being higher than the state average, a mortgage loan officer can assist residents in finding the best loan options to fit their budget and financial goals. Overall, a mortgage loan officer can be a valuable resource for residents of South Burlington, helping them achieve their dream of homeownership in a competitive market.

Tax Services

Residents of South Burlington, VT could benefit from the assistance of a tax advisor in a number of ways. One of the most common ways a tax advisor can help is by ensuring that individuals and businesses are taking advantage of all the deductions and credits available to them. This is especially important in South Burlington, where property taxes can be high and deductions related to home ownership and energy efficiency can provide significant savings. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring that they are in compliance and avoiding penalties. With the help of a tax advisor, residents of South Burlington can feel confident that they are making the most of their tax situation and minimizing their tax burden.

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