Estate Planning Attorneys in Worcester County, MA

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List of Firms

Top Worcester County, MA Estate Planning Law Firms

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Army & Roche, LLC
4 out of 5
Location 120 Front St 8th floor, Worcester, MA 01608, USA
Phone (508) 793-1900
Directions
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Law Offices of Attorney Joseph R. Jenkins, PLLC
4 out of 5
Location 116 Flanders Rd Suite 1100, Westborough, MA 01581, USA
Phone (508) 366-1002
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Phillips, Silver, Talman, Aframe & Sinrich, P.C.
4 out of 5
Location 146 Main St 5th Floor, Worcester, MA 01608, USA
Phone (774) 243-2785
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LAW OFFICE OF LINDSAY N STEWART
5 out of 5
Location 47 Harvard St, Worcester, MA 01609, USA
Phone (508) 796-5671
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Law Office of Michael D. DellaMonaca
5 out of 5
Location 982 South St, Fitchburg, MA 01420, USA
Phone (978) 386-9233
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The Law Offices of James A. Miller, P.C.
4 out of 5
Location 108 Grove St #2, Worcester, MA 01605, USA
Phone (866) 370-3888
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VICKSTROM LAW
5 out of 5
Location 172 Shrewsbury St, Worcester, MA 01604, USA
Phone (508) 757-3800
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Michael A B Robbins Attorney at Law
5 out of 5
Location 45 Lyman St Suite 25, Westborough, MA 01581, USA
Phone (508) 725-3797
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Law Office of Barbara S. Liftman
4 out of 5
Location 67 Millbrook St Suite 211, Worcester, MA 01605, USA
Phone (508) 753-6778
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Estate Planning Lawyers in Worcester County, MA

Where Estate Planners in Worcester County, MA Serve

Worcester County, located in central Massachusetts, is a diverse and vibrant area with a rich history and numerous landmarks. From the rolling hills of the Worcester Range to the bustling city streets of Worcester, this county has something for everyone. Landmarks in Worcester County include the Worcester Art Museum, the Higgins Armory Museum, and the EcoTarium, a science and nature museum. The county is also home to several colleges and universities, including Worcester Polytechnic Institute and Clark University. Top employers in Worcester County include UMass Memorial Health Care, Hanover Insurance Group, and the College of the Holy Cross. Major highways in the area include I-90, I-290, and I-395, making it easy to travel throughout the county and beyond. Worcester County is made up of several neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Shrewsbury, Westborough, and Northborough.

Financial Services Related to Estate Planning in Worcester County, MA

Banks and Credit Unions

Residents of Worcester County, MA can benefit from a bank in numerous ways. One of the most common ways is through access to financial products and services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances, save for the future, and even invest in opportunities that can help them grow their wealth. Additionally, banks in Worcester County can provide support to local businesses, which can help boost the local economy. For example, a bank can provide loans to small businesses that need capital to expand their operations or purchase new equipment. Overall, having a bank in Worcester County can provide residents with the financial resources they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Worcester County, MA can benefit greatly from the services of an insurance broker. With the county's diverse population and varying needs, an insurance broker can help individuals and businesses find the right coverage that fits their unique situation. For example, Worcester County has a large number of small businesses and an insurance broker can help these businesses navigate the complex world of commercial insurance and find the right coverage to protect their assets and employees. Additionally, with the county's harsh winters, an insurance broker can help homeowners and renters find the right coverage to protect their property from damage caused by snow and ice. Overall, an insurance broker can provide valuable guidance and support to the residents of Worcester County, MA, helping them find the right insurance coverage to meet their needs and protect their assets.

Retirement Planning

Residents of Worcester County, MA can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help Worcester County residents is by providing guidance on how to maximize their retirement savings. With a high cost of living in Worcester County, it can be challenging for residents to save enough for retirement. A retirement planner can help them navigate the various retirement plans available, such as 401(k)s and IRAs, and create a personalized savings strategy that takes into account their unique financial situation and goals. Additionally, a retirement planner can help residents plan for potential healthcare costs in retirement, which is especially important in Worcester County where healthcare costs are higher than the national average. By working with a retirement planner, Worcester County residents can take control of their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Worcester County, MA can benefit greatly from the services of a wealth manager. With a population of over 830,000 people, Worcester County is the second most populous county in Massachusetts, making it a diverse and dynamic community. A wealth manager can help residents navigate the complexities of managing their finances, from creating a personalized investment strategy to planning for retirement. Specifically, residents of Worcester County may benefit from the wealth manager's expertise in managing the costs associated with living in a high-cost area. With housing costs and taxes being some of the highest in the state, a wealth manager can help residents optimize their finances to ensure they can meet their financial goals while still enjoying the benefits of living in this vibrant community.

Financial Advisor

Residents of Worcester County, MA can greatly benefit from the guidance of a financial advisor. With a population of over 830,000, Worcester County is the second most populous county in Massachusetts, and many residents may struggle to manage their finances effectively. A financial advisor can help individuals in Worcester County create a personalized financial plan, including strategies for saving, investing, and managing debt. Additionally, a financial advisor can provide valuable advice on retirement planning, estate planning, and tax planning, all of which can be especially important for residents of Worcester County as they navigate the complexities of the Massachusetts tax system. By working with a financial advisor, residents of Worcester County can gain the knowledge and confidence they need to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Worcester County, MA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with securing financing for a wide range of real estate purchases, from a first-time homebuyer's starter home to a seasoned investor's latest acquisition. A mortgage loan officer can help residents of Worcester County navigate the complex landscape of mortgage lending, including the various types of loans available, interest rates, and repayment terms. With their expertise, residents can find the best possible loan for their unique needs and financial situation. Furthermore, a mortgage loan officer can provide guidance and support throughout the entire home-buying process, from pre-approval to closing. This is especially important in Worcester County, where the real estate market can be competitive and fast-moving. With the help of a mortgage loan officer, residents of Worcester County can achieve their homeownership dreams and build wealth through real estate investment.

Tax Services

Residents of Worcester County, MA can greatly benefit from the guidance of a tax advisor. One of the most common ways a tax advisor can assist Worcester County residents is by helping them navigate the state's complex tax laws. Massachusetts has a unique tax system that includes state income tax, sales tax, and property tax, among others. A tax advisor can help residents understand their tax obligations and identify potential deductions and credits that can reduce their tax liability. Additionally, Worcester County has a diverse population, with many residents working in industries such as healthcare, education, and manufacturing. A tax advisor can provide specialized advice tailored to the unique tax situations of these individuals and their professions. Overall, a tax advisor can be an invaluable resource for Worcester County residents looking to navigate the complexities of the state's tax system and maximize their financial well-being.

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