Estate Planning Attorneys in Washington County, RI

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List of Firms

Top Washington County, RI Estate Planning Law Firms

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Lambros Law Office LLC
5 out of 5
Location 100 Midway Rd, Cranston, RI 02920, USA
Phone (401) 383-9899
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Rampino Law, Ltd.
5 out of 5
Location 65 Boston Neck Rd, North Kingstown, RI 02852, USA
Phone (401) 738-1910
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Kuhn R Paul
5 out of 5
Location 29 Post Rd, Westerly, RI 02891, USA
Phone (401) 596-6966
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Lawrence & Associates, Inc.
4 out of 5
Location 2374 Post Rd, Warwick, RI 02886, USA
Phone (401) 739-6700
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Attorney Mark Buckley, CFP
5 out of 5
Location 511 Greenbush Rd, East Greenwich, RI 02818, USA
Phone (401) 467-6800
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Sheri Montecalvo-Estate Planning With Sheri
5 out of 5
Location 56 Exchange Terrace 5th Floor, Providence, RI 02903, USA
Phone (401) 274-0300
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McCarthy Law, LLC
5 out of 5
Location 19 1st Ave, East Greenwich, RI 02818, USA
Phone (401) 541-5540
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Laura M. Krohn, Elder Law Attorney, Inc.
5 out of 5
Location 25 S County Commons Way b5, South Kingstown, RI 02879, USA
Phone (401) 398-8383
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Estate Planning Lawyers in Washington County, RI

Where Estate Planners in Washington County, RI Serve

Washington County, RI is a charming and historic area nestled in the southern part of the state. This region is home to a variety of landmarks, including the stunning Watch Hill Lighthouse and the historic Narragansett Towers. In addition to these iconic attractions, Washington County is also home to a number of top employers, such as the University of Rhode Island and South County Hospital. When it comes to transportation, major highways like I-95 and Route 4 run through the region, making it easy to get around. Meanwhile, the area's bustling streets are lined with unique shops, delicious restaurants, and cozy cafes. Whether you're exploring the quaint neighborhoods of Wakefield or Charlestown, or taking a scenic drive along the coast, there's always something new to discover in Washington County. Overall, Washington County is a vibrant and diverse area that offers something for everyone. From its rich history and stunning landmarks to its thriving economy and bustling streets, this region is truly a gem of Rhode Island.

Financial Services Related to Estate Planning in Washington County, RI

Banks and Credit Unions

Residents of Washington County, RI can benefit greatly from the services provided by a bank. One of the most common ways a bank can help is by providing loans for home purchases or renovations. Washington County is known for its historic homes and charming coastal properties, so having access to affordable loans can make a big difference for those looking to invest in their homes. Additionally, banks can provide financial education and resources to help residents manage their money and plan for their future. With the support of a bank, residents of Washington County can feel confident in their financial decisions and work towards achieving their goals.

Insurance Broker

Residents of Washington County, RI can benefit greatly from the services of an insurance broker. With the county's diverse population and unique geography, an insurance broker can provide tailored solutions to meet the specific needs of each individual. For example, those living in coastal areas may require additional coverage for flood damage, while those in rural areas may need insurance for their farms or livestock. An insurance broker can also help residents navigate the complex world of health insurance, finding the best coverage and rates for their individual needs. With the help of an insurance broker, residents of Washington County can have peace of mind knowing that they are adequately protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Washington County, RI would greatly benefit from the guidance of a retirement planner. With a high percentage of the population being over the age of 65, it is crucial for individuals to have a solid plan in place for their retirement years. A retirement planner can provide personalized advice on how to maximize retirement savings, navigate Social Security benefits, and plan for long-term care expenses. Additionally, with the county's strong ties to the fishing and tourism industries, a retirement planner can assist individuals in creating a plan that takes into account any unique considerations related to these professions. Overall, a retirement planner can help residents of Washington County, RI feel more confident about their financial future and ensure they are able to enjoy a comfortable retirement.

Wealth Management

Residents of Washington County, RI can benefit from the services of a wealth manager in numerous ways. For instance, a wealth manager can help residents of the county to plan their finances and investments, which can lead to a more secure financial future. Additionally, a wealth manager can help residents of Washington County to navigate the complex tax laws and regulations that are unique to the state. Furthermore, a wealth manager can provide guidance on estate planning, retirement planning, and other financial matters that are important to residents of the county. With its beautiful coastal towns and natural attractions, Washington County is a popular destination for retirees and second-home owners. A wealth manager can help these individuals to make the most of their investments and ensure that they have the financial resources they need to enjoy their retirement years.

Financial Advisor

Residents of Washington County, RI could greatly benefit from the guidance and expertise of a financial advisor. With its beautiful coastal towns and rural landscapes, Washington County is a unique area that requires specific financial planning. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and tax planning, ensuring that they are making the most of their financial resources. Additionally, a financial advisor can provide guidance on how to protect assets and plan for the future, which is especially important in an area like Washington County where many residents own property and have significant assets to manage. Overall, a financial advisor can help residents of Washington County make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Washington County, RI can benefit greatly from the expertise of a mortgage loan officer. With a deep understanding of the local real estate market and lending options, a loan officer can help residents navigate the complexities of the mortgage process. Specifically, in Washington County, RI, where the cost of living is relatively high, a loan officer can help residents secure financing for their dream homes without breaking the bank. Additionally, with many residents working in the tourism and hospitality industries, a loan officer can provide guidance on loan options that cater to fluctuating income streams. Overall, a mortgage loan officer can be an invaluable resource for residents of Washington County, RI looking to make the most of their home buying experience.

Tax Services

Residents of Washington County, RI can greatly benefit from the guidance of a tax advisor. With the county's diverse economy, including thriving tourism and agriculture industries, there are many unique tax considerations that residents may not be aware of. For example, those who own and operate small farms may be eligible for certain tax credits or deductions that a tax advisor could help them navigate. Additionally, Washington County is home to a large retiree population, and a tax advisor could assist them in optimizing their retirement accounts and minimizing their tax liabilities. Overall, a tax advisor can provide invaluable support to Washington County residents in ensuring they are taking advantage of all available tax benefits and avoiding costly mistakes.

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