Estate Planning Attorneys in Wakefield, MA

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List of Firms

Top Wakefield, MA Estate Planning Law Firms

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Skulley & Snyder
5 out of 5
Location 4 Avon St, Wakefield, MA 01880, USA
Phone (781) 245-6200
Directions
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Perennial Estate Planning (Perennial Trust)
5 out of 5
Location 477 Main St, Stoneham, MA 02180, USA
Phone (781) 202-6368
Language http://www.perennialestateplanning.com/
Directions
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Fleming & Miranda
5 out of 5
Location 125 Main St, Reading, MA 01867, USA
Phone (781) 395-1000
Language http://flemingandmiranda.com/
Directions
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Lucy J. Budman, Esq.
5 out of 5
Location 1 Common St, Wakefield, MA 01880, USA
Phone (781) 245-2222
Language http://www.curleylawfirm.com/
Directions
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Law Offices of James M DiGiulio, PC
5 out of 5
Location 599 North Ave, Wakefield, MA 01880, USA
Phone (781) 246-5100
Language http://www.digiuliolaw.net/
Directions
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Law Office of William F Crowley
5 out of 5
Location 159 Haven St #1, Reading, MA 01867, USA
Phone (781) 942-2233
Directions
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Curley Law Firm LLP
5 out of 5
Location 1 Common St, Wakefield, MA 01880, USA
Phone (866) 406-8582
Language http://www.curleylawfirm.com/
Directions
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Egan Law Offices
4 out of 5
Location Lakeside Office Park, 599 North Ave, Wakefield, MA 01880, USA
Phone (781) 246-4280
Language http://www.eganlawweb.com/
Directions
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Will Power
5 out of 5
Location 35 Albion St # 2, Wakefield, MA 01880, USA
Phone (781) 245-0850
Directions
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Attorney Ellen S. Grossman
Location 27 Water St 1st Floor, Wakefield, MA 01880, USA
Phone (781) 245-3399
Language http://www.attorneyellengrossman.com/
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Estate Planning Lawyers in Wakefield, MA

Where Estate Planners in Wakefield, MA Serve

Wakefield, MA is a charming town located in Middlesex County, Massachusetts. It is home to several landmarks that are worth a visit, including the beautiful Lake Quannapowitt, which offers a serene atmosphere for outdoor activities such as jogging, biking, and fishing. Another landmark in Wakefield is the historic downtown area, which boasts a variety of shops, restaurants, and cafes. The town is home to several top employers, including the Lahey Clinic Medical Center, which is one of the largest employers in the area. Other major employers in Wakefield include the Wakefield Public Schools, the Wakefield Municipal Gas and Light Department, and the Massachusetts State Police. Wakefield is easily accessible via several major highways, including Interstate 95 and Route 128. These highways provide easy access to Boston and other major cities in the region. In addition, the town is home to several major streets, including Main Street, which is lined with shops and restaurants.

Financial Services Related to Estate Planning in Wakefield, MA

Banks and Credit Unions

Residents of Wakefield, MA would benefit from a bank in a variety of ways. For example, a bank could help residents save money for their children's education or for a down payment on a house. Additionally, a bank could offer loans for home renovations or car purchases. Wakefield is a growing town with a bustling downtown area, so a bank could also provide small business loans for entrepreneurs looking to start or expand their businesses. Furthermore, with the town's close proximity to Boston, a bank could offer financial services for commuters, such as checking accounts and credit cards with rewards for gas and transportation expenses. Overall, a bank would be a valuable resource for the residents of Wakefield, providing them with the financial tools and support they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Wakefield, MA can benefit greatly from the services of an insurance broker. With a bustling downtown area and a growing population, Wakefield residents need reliable and affordable insurance coverage to protect their homes, businesses, and families. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage to meet their specific needs. For example, with the recent increase in severe weather events in Wakefield, residents may need additional coverage for flood or wind damage. An insurance broker can help residents find the right policies to protect their homes and belongings in the event of a natural disaster. Additionally, with the growing number of small businesses in Wakefield, an insurance broker can help business owners find the right coverage to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to Wakefield residents looking to protect themselves and their families.

Retirement Planning

Residents of Wakefield, MA can greatly benefit from the services of a retirement planner. With the town's median age being 42 years old, many residents are approaching retirement age and may have questions about their financial future. A retirement planner can help them navigate the complex world of retirement planning and ensure that they have a solid plan in place for their golden years. Specifically, with Wakefield being a town with a high cost of living, a retirement planner can help residents determine how much they need to save in order to maintain their current lifestyle in retirement. They can also provide guidance on investment strategies and help residents maximize their retirement savings. Overall, a retirement planner can provide invaluable support and peace of mind to the residents of Wakefield, MA as they prepare for their future.

Wealth Management

Residents of Wakefield, MA can benefit greatly from the services of a wealth manager. With a population of over 26,000 people, Wakefield is a bustling suburban town that is home to many hardworking individuals and families. A wealth manager can help these residents achieve their financial goals by providing personalized investment strategies, retirement planning, and tax planning services. Additionally, a wealth manager can help Wakefield residents navigate the unique challenges of the local economy, such as the high cost of living and the competitive job market. By working with a wealth manager, residents of Wakefield can feel confident that they are making informed decisions about their finances and are on track to achieve long-term financial success.

Financial Advisor

Residents of Wakefield, MA can benefit from the guidance of a financial advisor in a number of ways. One specific area where a financial advisor can provide assistance is in navigating the local real estate market. Wakefield is a desirable location for homebuyers due to its proximity to Boston, excellent schools, and charming downtown area. A financial advisor can help residents make informed decisions about buying or selling property, as well as provide advice on how to manage their mortgage payments and other housing-related expenses. Additionally, a financial advisor can help Wakefield residents plan for retirement, save for college tuition, and manage their investments to ensure long-term financial stability. With the help of a trusted financial advisor, residents of Wakefield can feel confident in their financial decisions and achieve their financial goals.

Mortgage Loan Officer

Residents of Wakefield, MA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can help them navigate the complex process of obtaining a mortgage, especially in a town like Wakefield where the real estate market can be competitive. The loan officer can also provide valuable advice on the different types of mortgages available and help residents choose the one that best suits their financial needs. Additionally, a mortgage loan officer can assist residents in securing a lower interest rate, which can save them thousands of dollars over the life of their mortgage. With the help of a mortgage loan officer, residents of Wakefield can achieve their dream of homeownership while also making smart financial decisions.

Tax Services

Residents of Wakefield, MA can greatly benefit from the services of a tax advisor, especially during tax season. A tax advisor can help residents navigate the complex tax laws and regulations specific to Massachusetts, including the state's income tax rates and deductions. Additionally, Wakefield residents who own property may benefit from a tax advisor's expertise in understanding local property tax laws and how to minimize their tax liability. With the help of a tax advisor, residents can ensure they are taking advantage of all available tax credits and deductions, potentially saving them hundreds or even thousands of dollars each year.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Wakefield, MA offers a wide range of services to ensure that your assets are appropriately distributed after your demise. From drafting wills and trusts to power of attorney and healthcare proxies, an estate planning lawyer can guide you through the legal complexities of estate planning. In Wakefield, MA, an estate planning lawyer can also help you navigate the state's probate laws, which can be quite complex and time-consuming. Additionally, they can assist with minimizing taxes and ensuring that your loved ones are taken care of in the event of your incapacitation or death. With their expertise and knowledge of the local laws, an estate planning lawyer in Wakefield, MA can help you create a comprehensive plan that meets your unique needs and goals.

Wakefield, MA is the perfect place to get an estate planning lawyer due to its rich history and thriving legal community. With its picturesque location and close proximity to Boston, Wakefield offers a unique blend of small-town charm and big-city opportunities. The town boasts a diverse population and a bustling business district, making it an ideal location for legal professionals to set up shop. In addition, Wakefield is home to several renowned law firms and attorneys who specialize in estate planning, providing residents with access to top-notch legal expertise. Whether you're looking to draft a will, establish a trust, or navigate complex tax laws, Wakefield's legal community has the knowledge and experience to help you achieve your goals. So if you're in need of an estate planning lawyer, look no further than Wakefield, MA.