Estate Planning Attorneys in Wellesley, MA

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List of Firms

Top Wellesley, MA Estate Planning Law Firms

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Anton R Reinert & Associates
5 out of 5
Location 10 Laurel Ave, Wellesley Hills, MA 02481, USA
Phone (781) 431-7766
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DangerLaw, LLC
5 out of 5
Location 383 Elliot St Suite 10, Newton Upper Falls, MA 02464, USA
Phone (617) 340-3231
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Rosen Law & Finance
5 out of 5
Location 75 2nd Ave Suite 605, Needham, MA 02494, USA
Phone (617) 860-6402
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Jameson Cooper Law Offices
Location 8 Grove St, Wellesley, MA 02482, USA
Phone (781) 237-7766
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CROSSLEY LAW OFFICES, LLC
5 out of 5
Location 10 Eliot Street, MA-16, Natick, MA 01760, USA
Phone (508) 655-6085
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Heritage Design Law LLC
Location 175 Highland Ave Ste. 408, Needham, MA 02494, USA
Phone (617) 630-5700
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Killeen Law Office LLC
4 out of 5
Location 27 Mica Ln Suite 206, Wellesley, MA 02481, USA
Phone (781) 431-8776
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David Burgess
5 out of 5
Location 20 William St Suite 130, Wellesley, MA 02481, USA
Phone (781) 235-5500
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Ganz Law Group
5 out of 5
Location 10 Union St Suite 2B, Natick, MA 01760, USA
Phone (781) 474-4100
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Richard Lichtman Law Office
Location 40 Grove St #335, Wellesley, MA 02482, USA
Phone (781) 416-2088
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Susan Rossi Cook
3 out of 5
Location 144 Gould St #202, Needham, MA 02494, USA
Phone (508) 507-8742
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Estate Planning Lawyers in Wellesley, MA

Where Estate Planners in Wellesley, MA Serve

Nestled in the heart of Norfolk County, Wellesley, MA is a picturesque town brimming with history, culture, and charm. From its stunning landmarks to its top employers, Wellesley is a city that has it all. One of the most recognizable landmarks in the area is Wellesley College, a prestigious women's liberal arts college that has been educating students since 1870. Another notable landmark is the Hunnewell Estate, a sprawling 28-acre estate that features stunning gardens, a greenhouse, and a carriage house. When it comes to top employers, Wellesley is home to a number of notable companies, including Babson College, Harvard Pilgrim Healthcare, and Sun Life Financial. Additionally, the town is located just a short drive from Boston, making it an ideal location for professionals who work in the city. Wellesley is also known for its major highways and streets, including the Massachusetts Turnpike, Route 9, and Route 16.

Financial Services Related to Estate Planning in Wellesley, MA

Banks and Credit Unions

Residents of Wellesley, MA would benefit from a bank in several ways. Firstly, a bank would provide them with a safe and convenient place to store their money and access it when needed. This is particularly important in Wellesley, where the cost of living is high, and residents need to manage their finances carefully. Additionally, a bank would offer loans and mortgages to help residents purchase homes, start businesses, or finance other major expenses. With the help of a bank, residents could achieve their financial goals and improve their quality of life. Finally, a bank would provide valuable financial advice and resources to help residents make informed decisions about their money. In a community like Wellesley, where many residents are highly educated and financially savvy, this kind of guidance is especially valuable.

Insurance Broker

Residents of Wellesley, MA can benefit from the services of an insurance broker in a multitude of ways. One of the most common ways is by helping them navigate the complex world of health insurance. With so many options and changes happening in the healthcare industry, it can be difficult for residents to choose the right plan that fits their needs and budget. An insurance broker can provide personalized guidance and advice, taking into account specific factors such as the availability of healthcare providers in Wellesley and the surrounding areas. This can save residents time and money in the long run, and give them peace of mind knowing they have the right coverage for their healthcare needs.

Retirement Planning

Residents of Wellesley, MA can benefit greatly from the expertise of a retirement planner. With its high median household income and expensive cost of living, Wellesley residents may face unique challenges when planning for retirement. A retirement planner can help residents navigate complex financial decisions, such as maximizing retirement account contributions and creating a sustainable retirement income stream. Additionally, a retirement planner can provide guidance on estate planning and long-term care options, which can be especially important for Wellesley residents given the town's aging population. Ultimately, working with a retirement planner can help ensure that Wellesley residents are able to enjoy a comfortable and financially secure retirement.

Wealth Management

Residents of Wellesley, MA can greatly benefit from the services of a wealth manager. With its affluent community, many individuals in Wellesley have accumulated significant wealth through successful careers or inheritances. A wealth manager can help these individuals navigate the complexities of managing their wealth, from creating a comprehensive financial plan to investment management and tax planning. In particular, Wellesley residents may benefit from the expertise of a wealth manager in managing their real estate assets. With Wellesley's high property values, a wealth manager can help residents make informed decisions about buying and selling property, as well as managing rental properties and other real estate investments. Overall, a wealth manager can provide valuable guidance to residents of Wellesley in achieving their financial goals and securing their financial futures.

Financial Advisor

Residents of Wellesley, MA would greatly benefit from the services of a financial advisor. With a median household income of $176,875, Wellesley is known for being an affluent community. However, even with high incomes, many residents struggle to manage their finances effectively. A financial advisor can provide guidance on investment strategies, retirement planning, and debt management. Additionally, with the high cost of living in Wellesley, a financial advisor can help residents create a budget and make informed decisions about major purchases such as homes and cars. Overall, a financial advisor can provide valuable expertise and support to help residents of Wellesley achieve their financial goals and maintain their quality of life.

Mortgage Loan Officer

Residents of Wellesley, MA would greatly benefit from the guidance and expertise of a mortgage loan officer when seeking to purchase a home in this affluent town. With the median home value in Wellesley being over $1 million, many residents may require a mortgage loan to finance their dream home. A mortgage loan officer can assist in navigating the complex process of obtaining a mortgage, including determining the best loan options and rates for each individual's financial situation. Additionally, with Wellesley's highly competitive real estate market, having a mortgage loan officer on your side can give you an edge in securing the home of your dreams.

Tax Services

Residents of Wellesley, MA could benefit from the assistance of a tax advisor in a number of ways. One of the most common ways that a tax advisor could help residents of Wellesley is by providing guidance on how to navigate the state's complex tax laws. Massachusetts has some of the highest taxes in the country, and residents of Wellesley may be subject to a variety of taxes, including income tax, property tax, and sales tax. A tax advisor can help residents understand their tax obligations and identify strategies for minimizing their tax liability. Additionally, residents of Wellesley who own businesses or investment properties may benefit from the expertise of a tax advisor in managing their tax obligations. With the help of a tax advisor, residents of Wellesley can ensure that they are in compliance with all applicable tax laws and are taking advantage of all available tax-saving opportunities.

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