Estate Planning Attorneys in Summit, NJ

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List of Firms

Top Summit, NJ Estate Planning Law Firms

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David G. Hardin
Location 480 Morris Ave, Summit, NJ 07901, USA
Phone (908) 273-1212
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Smith + Schwartzstein
5 out of 5
Location 4 Chatham Rd Suite 1, Summit, NJ 07901, USA
Phone (973) 998-8018
Language https://www.sslawfirmllc.com/
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Ulicny Peter W
Location 382 Springfield Ave # 507, Summit, NJ 07901, USA
Phone (908) 277-2200
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The Law Office of Eugene Gorrin, LLC
1 out of 5
Location 17 Watchung Ave #204, Chatham, NJ 07928, USA
Phone (973) 701-9300
Language http://www.gorrinlaw.com/
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Ventura, Miesowitz, Keough & Warner, P.C.
5 out of 5
Location 783 Springfield Ave, Summit, NJ 07901, USA
Phone (908) 277-2410
Language https://www.summitlawyers.net/
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Rosemary Stone-Dougherty Esq
5 out of 5
Location 54 Main St, Chatham, NJ 07928, USA
Phone (973) 635-0300
Language http://rsdlawfirm.org/
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Avelino Law, LLP
5 out of 5
Location 47 River Rd, Summit, NJ 07901, USA
Phone (908) 273-5730
Language http://www.avelinolaw.com/
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The Adam M. Brown Law Group LLC
5 out of 5
Location 350 Springfield Ave #200, Summit, NJ 07901, USA
Phone (908) 379-9731
Language https://www.ambrownlawgroup.com/
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Law Office of Stephen P. Dempsey
5 out of 5
Location 99 Summit Ave, Summit, NJ 07901, USA
Phone (908) 277-6363
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Wigg-Maxwell, Esq.
5 out of 5
Location 17 Watchung Ave #203, Chatham, NJ 07928, USA
Phone (973) 507-9760
Language https://wiggmax.com/
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Levine DeSantis, LLC
Location 530 Morris Ave Suite 300, Springfield, NJ 07081, USA
Phone (973) 376-9050
Language https://www.levinedesantis.com/?npcmp=dir:local:1308630:07081
Directions
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Phelan, Frantz, Ohlig & Wegbreit, LLC
5 out of 5
Location 210 Orchard St, Westfield, NJ 07090, USA
Phone (908) 232-2244
Language http://www.pfowlawfirm.com/
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Estate Planning Lawyers in Summit, NJ

Where Estate Planners in Summit, NJ Serve

Summit, NJ is a charming town with a rich history and a vibrant community. The town is home to several notable landmarks, including the historic Summit Train Station, the Reeves-Reed Arboretum, and the Summit Playhouse. Summit is also home to several top employers, including Celgene Corporation, Atlantic Health System, and Overlook Medical Center. Major highways that run through Summit include Route 24, Route 78, and the Garden State Parkway. The town is divided into several distinct neighborhoods, each with its own unique character and charm. From the tree-lined streets of the Northside to the bustling downtown area, Summit offers something for everyone. Whether you're looking for a quiet suburban retreat or a lively urban atmosphere, Summit has it all.

Financial Services Related to Estate Planning in Summit, NJ

Banks and Credit Unions

Residents of Summit, NJ can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Additionally, banks can provide residents with financial advice and education to help them manage their money more effectively. For example, banks can offer workshops on budgeting, saving for retirement, and investing in the stock market. Another way that banks can help Summit residents is by offering online and mobile banking services, which allow them to easily access their accounts and make transactions from anywhere at any time. With its bustling downtown area and thriving community, Summit, NJ is a great place to live and work, and having a reliable bank to turn to for financial support can make all the difference.

Insurance Broker

Residents of Summit, NJ can benefit greatly from the expertise of an insurance broker. Summit is a bustling town with a diverse population, ranging from young families to retirees. With so many different types of residents, it can be challenging to navigate the world of insurance on your own. An insurance broker can help you find the right coverage for your specific needs, whether it's health insurance for your family, auto insurance for your teenage driver, or liability insurance for your small business. They can also help you understand the nuances of insurance policies and ensure that you are getting the best possible rates. With an insurance broker on your side, you can have peace of mind knowing that you are protected in case of the unexpected.

Retirement Planning

Residents of Summit, NJ could greatly benefit from the guidance of a retirement planner. With a median household income of over $150,000, many Summit residents have the means to save for retirement, but may not know the most effective strategies to do so. A retirement planner could help residents maximize their retirement savings through investment advice, tax planning, and estate planning. Additionally, Summit is home to a large number of retirees who may need help managing their retirement income and ensuring it lasts throughout their lifetime. A retirement planner can help retirees create a sustainable income plan and make informed decisions about Social Security, Medicare, and other retirement benefits. Overall, a retirement planner can provide valuable guidance and peace of mind for Summit residents as they plan for their future.

Wealth Management

Residents of Summit, NJ can benefit from the expertise of a wealth manager in several ways. One of the most common ways is through retirement planning. With a wealth manager's guidance, Summit residents can develop a comprehensive plan to save for retirement and ensure they have enough funds to live comfortably in their golden years. Additionally, a wealth manager can assist with tax planning and investment management, helping residents make informed decisions about their financial future. Summit, NJ is known for its affluent community, and a wealth manager can help individuals navigate the complexities of managing their wealth and investments in a way that aligns with their long-term goals.

Financial Advisor

Residents of Summit, NJ can benefit from the services of a financial advisor in many ways. One of the most common ways is by helping them create a comprehensive financial plan that takes into account their unique goals and circumstances. This can include advice on retirement planning, investment strategies, tax planning, and estate planning. Additionally, a financial advisor can help residents of Summit, NJ navigate the local real estate market, which is known for its high property values and competitive bidding. With the help of a financial advisor, Summit residents can feel confident in their financial decisions and work towards achieving their long-term financial goals.

Mortgage Loan Officer

Residents of Summit, NJ can benefit greatly from the services of a mortgage loan officer. With the high cost of living in Summit, many residents may struggle to afford a home without the assistance of a mortgage loan. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best rates and terms. Additionally, Summit has a unique housing market with a mix of historic homes and new developments. A knowledgeable mortgage loan officer can provide guidance on the different types of mortgages available and which would be the best fit for each individual's needs. Overall, a mortgage loan officer can make the dream of homeownership a reality for residents of Summit, NJ.

Tax Services

Residents of Summit, NJ could benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could be particularly helpful is in navigating the state and local tax laws unique to New Jersey. Summit residents may face specific tax challenges related to the state's high property taxes, which can impact deductions and credits on their federal tax returns. Additionally, a tax advisor could help residents understand the tax implications of living in a high-cost-of-living area like Summit, where expenses such as housing, transportation, and healthcare may be higher than in other parts of the country. By working with a tax advisor, Summit residents can ensure they are taking advantage of all available tax benefits and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Summit, NJ can provide a wide range of services to help individuals and families ensure their assets are protected and their wishes are carried out after they pass away. These services may include drafting wills, trusts, and other legal documents, as well as helping clients navigate complex tax laws and regulations. In Summit, NJ, estate planning lawyers may also offer specialized services, such as helping clients plan for the unique challenges of owning property in a high-cost, densely populated area. Additionally, these lawyers may be able to provide guidance on navigating the state's probate process, which can be particularly complex in New Jersey. Overall, working with an estate planning lawyer in Summit, NJ can provide peace of mind and ensure that your loved ones are taken care of according to your wishes.

Summit, NJ is undoubtedly the best place to get an estate planning lawyer due to its affluent community and a plethora of legal experts with years of experience. The town is home to a diverse group of professionals, including lawyers, accountants, and financial advisors, who are well-versed in the complexities of estate planning. Summit, NJ is also known for its high-quality schools, cultural events, and recreational activities, making it an ideal location for families looking to secure their future. With its ideal location, residents have easy access to New York City and other nearby cities, making it a prime location for business and commerce. The town's legal experts are well-informed and up-to-date on the latest laws and regulations, ensuring that their clients receive the best possible legal advice and representation. In summary, Summit, NJ is the perfect location for anyone seeking an estate planning lawyer, with its affluent community, skilled legal experts, and ideal location.