Estate Planning Attorneys in Westport, CT

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List of Firms

Top Westport, CT Estate Planning Law Firms

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Attorney Thomas J. Drew
Location 830 Post Rd E, Westport, CT 06880, USA
Phone (203) 221-4799
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Lipson Jack S
5 out of 5
Location 830 Post Rd E # 212, Westport, CT 06880, USA
Phone (203) 222-8775
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Berkowitz Trager & Trager LLC
Location 8 Wright St, Westport, CT 06880, USA
Phone (203) 226-1001
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The Hirsch Law Firm
5 out of 5
Location 20 Saugatuck Ave, Westport, CT 06880, USA
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Lennon Murphy & Phillips, LLC
5 out of 5
Location 1599 Post Rd E, Westport, CT 06880, USA
Phone (203) 255-5700
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Maya Murphy, P.C.
5 out of 5
Location 266 Post Rd E, Westport, CT 06880, USA
Phone (203) 221-3100
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Sharon Jones Law Ofcs
Location 191 Post Rd W, Westport, CT 06880, USA
Phone (203) 221-2829
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Law Offices of Linnea J. Levine
4 out of 5
Location 191 Post Rd W, Westport, CT 06880, USA
Phone (203) 984-4186
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Sisson III Frank E
5 out of 5
Location 500 Post Rd E 2nd Floor, Westport, CT 06880, USA
Phone (203) 222-4844
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Sherwood & Garlick
5 out of 5
Location 65 Jesup Rd, Westport, CT 06880, USA
Phone (203) 227-9585
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David K Rose PC Law Office
5 out of 5
Location 278 Post Rd E A, Westport, CT 06880, USA
Phone (203) 227-5448
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Estate Planning Lawyers in Westport, CT

Where Estate Planners in Westport, CT Serve

Westport, CT is a charming town nestled in Fairfield County, Connecticut. Home to a variety of landmarks and attractions, this town has a lot to offer. From the iconic Westport Country Playhouse to the breathtaking Longshore Club Park, there is something for everyone in this town. In terms of top employers, Westport boasts a variety of small businesses and corporations. Some of the biggest employers in the town include Bridgewater Associates, Terex Corporation, and Tauck World Discovery. When it comes to major highways and streets, Westport is conveniently located near the Merritt Parkway and I-95. Additionally, some of the most notable streets in the town include Main Street, Post Road, and Riverside Avenue. Finally, Westport is divided into several unique neighborhoods, each with its own charm and character. Some of the most popular neighborhoods in the town include the Greens Farms area, the Compo Beach area, and the Old Hill area.

Financial Services Related to Estate Planning in Westport, CT

Banks and Credit Unions

Residents of Westport, CT can benefit from a bank in a variety of 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 provide residents with savings accounts, checking accounts, and credit cards that can help them manage their money and build credit. Additionally, a bank can offer loans and mortgages that can help residents purchase homes, start businesses, or pay for education. In Westport, CT, where the cost of living is higher than the national average, having access to these financial products and services can be particularly helpful for residents who may need assistance managing their finances.

Insurance Broker

Residents of Westport, CT can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help is by providing personalized insurance plans that meet the specific needs of each individual and family. In a town like Westport, where the cost of living is higher than the national average, finding affordable insurance coverage can be a challenge. An insurance broker can help residents navigate the complex insurance market and find policies that fit their budget and provide comprehensive coverage. Additionally, with Westport being a coastal town, residents may need specialized coverage for flood or hurricane damage. An insurance broker can provide guidance on these types of policies and ensure that residents have the protection they need in the event of a natural disaster.

Retirement Planning

Residents of Westport, CT could benefit greatly from the expertise of a retirement planner. With its affluent population and high cost of living, many Westport residents may have unique financial needs and goals when it comes to retirement planning. A retirement planner can help individuals navigate complex investment strategies, tax implications, and estate planning to ensure they are on track to meet their retirement goals. Specifically, a retirement planner could help Westport residents take advantage of the town's proximity to New York City by exploring investment opportunities in the financial sector. With their knowledge and experience, a retirement planner can help residents of Westport, CT achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Westport, CT would benefit from the services of a wealth manager in numerous ways. One of the most common ways a wealth manager can help residents of Westport is by providing comprehensive financial planning services. With the high cost of living in Westport, many residents may struggle to manage their finances effectively. A wealth manager can help create a personalized financial plan that takes into account their income, expenses, and long-term goals. Additionally, given that Westport is a coastal town, many residents may hold assets such as boats or vacation homes. A wealth manager can help manage these assets by providing advice on investment strategies, tax planning, and risk management. By working with a wealth manager, residents of Westport can ensure they are making informed financial decisions that will help them achieve their goals and secure their financial future.

Financial Advisor

Residents of Westport, CT can benefit greatly from the guidance of a financial advisor. With a median household income of over $150,000, Westport is a wealthy community, but many residents still struggle with managing their finances effectively. A financial advisor can assist with a variety of concerns, from creating a budget and managing debt to planning for retirement and investing wisely. Additionally, Westport is home to many small business owners who may need help with financial planning and tax strategies. A financial advisor can provide tailored advice to these entrepreneurs to help them grow their businesses and achieve their financial goals. Overall, a financial advisor can help residents of Westport, CT achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Westport, CT would greatly benefit from the services of a mortgage loan officer. These professionals can assist residents in securing loans for their dream homes, whether they are first-time buyers or seasoned homeowners. Additionally, a mortgage loan officer can help residents navigate the unique real estate market in Westport, where the median home value is significantly higher than the national average. They can also provide guidance on various loan options and interest rates, helping residents make informed decisions about their financial future. With the help of a mortgage loan officer, residents of Westport can confidently achieve their homeownership goals and build their dream lives in this beautiful coastal town.

Tax Services

Residents of Westport, CT can benefit greatly from the services of a tax advisor. The town has a high cost of living, which can lead to complex tax situations for many residents. A tax advisor can help individuals and families navigate the tax code and identify deductions and credits that can save them money. Additionally, Westport is home to many small businesses, and a tax advisor can assist with tax planning and compliance for these companies. With the constantly changing tax laws and regulations, having a knowledgeable tax advisor on hand can provide peace of mind and ensure that residents are maximizing their tax savings.

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