Estate Planning Attorneys in Westwood, NJ

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List of Firms

Top Westwood, NJ Estate Planning Law Firms

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Charles A Gruen Law Offices
5 out of 5
Location 2239, 381 Broadway #300, Westwood, NJ 07675, USA
Phone (201) 342-1212
Directions
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Robert A. Silber, Esq.
5 out of 5
Location 15 Engle St #100B, Englewood, NJ 07631, USA
Phone (201) 227-0661
Directions
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Klempner Sheila H
5 out of 5
Location 250 Kinderkamack Rd #3, Westwood, NJ 07675, USA
Phone (201) 722-5858
Directions
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Murano & Roth, LLC
5 out of 5
Location 800 Kinderkamack Rd #202n, Oradell, NJ 07649, USA
Phone (201) 265-3400
Directions
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Irina S. Shea, Attorney at Law, LLC
5 out of 5
Location 88 W Main St, Ramsey, NJ 07446, USA
Phone (201) 327-7000
Directions
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The Law Offices of Abigail Denbeaux Kahl
5 out of 5
Location 372 Kinderkamack Rd Suite 5, Westwood, NJ 07675, USA
Phone (201) 664-8855
Directions
Estate Planning Lawyers in Westwood, NJ

Where Estate Planners in Westwood, NJ Serve

Westwood, NJ is a vibrant town located in Bergen County, New Jersey. The town is home to several landmarks, including the Westwood Train Station, which provides transportation to New York City, and the Westwood Cinema, a popular movie theater. In terms of top employers, Westwood boasts a diverse mix of businesses, including healthcare providers such as Hackensack University Medical Center and Valley Hospital, as well as retail giants like Target and HomeGoods. Major highways that run through Westwood include the Garden State Parkway, Route 17, and the Palisades Interstate Parkway, providing easy access to other parts of New Jersey and New York. The town is divided into several distinct neighborhoods, including the downtown area, which is home to many shops, restaurants, and cafes, as well as residential neighborhoods like Pascack Hills and Old Hook. Overall, Westwood is a bustling town with a rich history and plenty of amenities for residents and visitors alike.

Financial Services Related to Estate Planning in Westwood, NJ

Banks and Credit Unions

Residents of Westwood, NJ can benefit from a bank in numerous ways. One of the most common ways is through access to financial services and products that can help them manage their money better. For instance, a bank can provide residents with savings accounts, checking accounts, and loans, which can help them save money, pay bills and expenses, and invest in their future. Additionally, a bank can offer financial advice and guidance to residents, especially those who are new to the area or have limited financial knowledge. This is particularly useful in Westwood, NJ, where residents may need help navigating the local economy and finding the best financial solutions for their needs. Overall, a bank can be a valuable resource for residents of Westwood, NJ, providing them with the tools and support they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Westwood, NJ can greatly benefit from the services of an insurance broker. With the town's proximity to New York City, many residents commute and may require specialized insurance coverage for their vehicles or homes. An insurance broker can help residents navigate the different policies available and find the best coverage for their needs. Additionally, Westwood is known for its historic homes and buildings, which may require unique insurance considerations. An insurance broker can help residents protect their valuable property with specialized insurance coverage. Overall, an insurance broker can provide peace of mind for Westwood residents by ensuring they have the right coverage for their specific needs.

Retirement Planning

Residents of Westwood, NJ could benefit greatly from the guidance of a retirement planner. With its proximity to New York City, many Westwood residents work in high-paying jobs but may not have a clear plan for retirement. A retirement planner can help them navigate their options for saving and investing, as well as provide advice on how to make the most of their retirement benefits. Additionally, with the cost of living in Bergen County being higher than the national average, a retirement planner can help residents plan for the expenses they may face in retirement and ensure they are on track to meet their financial goals. Overall, a retirement planner can provide peace of mind and a clear path forward for residents of Westwood, NJ as they prepare for their golden years.

Wealth Management

Residents of Westwood, NJ can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With the cost of living in Westwood being higher than the national average, many residents may need to save more aggressively for retirement. A wealth manager can help create a personalized plan to meet their retirement goals and ensure they have enough savings to maintain their lifestyle. Additionally, with Westwood being a family-oriented community, a wealth manager can also assist in creating a financial plan for education expenses, such as college tuition, for their children. By working with a wealth manager, residents can have peace of mind knowing their financial future is secure.

Financial Advisor

Residents of Westwood, NJ can benefit greatly from the guidance of a financial advisor. With a median household income of $112,000, many families in this town have a significant amount of money to manage and invest. A financial advisor can help residents create a personalized budget and savings plan, as well as provide guidance on retirement planning and investment strategies. Additionally, with Westwood's proximity to New York City, some residents may have unique financial considerations such as stock options or high cost of living expenses. A financial advisor can help navigate these complexities and ensure that residents are making informed financial decisions. Overall, a financial advisor can provide valuable support and expertise to help residents of Westwood, NJ achieve their financial goals.

Mortgage Loan Officer

Residents of Westwood, NJ could benefit from the services of a mortgage loan officer in a number of ways. For example, a mortgage loan officer could help residents secure financing for a new home purchase or refinance an existing mortgage. Additionally, a mortgage loan officer could provide guidance on the best loan options for residents based on their financial situation and credit score. One specific aspect of Westwood, NJ that could impact the services provided by a mortgage loan officer is the town's high median home value. With a median home value of over $500,000, residents may need more specialized loan options and guidance to secure financing for their dream home in this area.

Tax Services

Residents of Westwood, NJ can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. With the complexity of tax laws and regulations, it can be overwhelming for individuals to navigate on their own. A tax advisor can provide guidance on deductions and credits specific to Westwood, NJ, such as the local property tax deduction. Additionally, a tax advisor can help residents avoid costly mistakes and ensure they are taking advantage of all available tax benefits. With the help of a tax advisor, residents of Westwood, NJ can have peace of mind knowing their taxes are being handled properly and efficiently.

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