Estate Planning Attorneys in Worcester, MA

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List of Firms

Top Worcester, MA Estate Planning Law Firms

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Law Office of Barbara S. Liftman
4 out of 5
Location 67 Millbrook St #211, Worcester, MA 01605, USA
Phone (508) 753-6778
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O'Riordan Paul J
5 out of 5
Location 339 Main St STE 300, Worcester, MA 01608, USA
Phone (508) 757-7721
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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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Daviau Law Offices, PC
5 out of 5
Location 255 Park Ave, Worcester, MA 01609, USA
Phone (508) 425-4270
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Fay & Eberly LLP
5 out of 5
Location 255 Park Ave Suite 1000, Worcester, MA 01609, USA
Phone (508) 556-0529
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Peters & Sowyrda
4 out of 5
Location 1 Mercantile St #540, Worcester, MA 01608, USA
Phone (508) 755-4300
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Amabile & Burkly, P.C.
5 out of 5
Location 51 Union St, Worcester, MA 01608, USA
Phone (508) 459-7788
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The Law Offices of Joseph J. Cariglia, P.C.
4 out of 5
Location 188 Lincoln St, Worcester, MA 01605, USA
Phone (508) 791-2357
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Gregory Casale Attorney At Law
5 out of 5
Location 306 Main St Suite #1, Worcester, MA 01608, USA
Phone (508) 752-7500
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The Erskine Company
Location 324 Grove St 1st Floor, Worcester, MA 01605, USA
Phone (508) 753-7100
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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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Fusaro Altomare & Ermilio
4 out of 5
Location 71 Elm St, Worcester, MA 01609, USA
Phone (508) 798-3771
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Attorney Jay E. Macklow
4 out of 5
Location 255 Park Ave #1102, Worcester, MA 01609, USA
Phone (508) 797-3400
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LAW OFFICE OF LINDSAY N STEWART
5 out of 5
Location 47 Harvard St, Worcester, MA 01609, USA
Phone (774) 823-0524
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Law Office of Marcia Calcagni
5 out of 5
Location 490 Shrewsbury St Suite 1, Worcester, MA 01604, USA
Phone (508) 757-5100
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Daviau Nicholas W
4 out of 5
Location 255 Park Ave #1000, Worcester, MA 01609, USA
Phone (508) 797-3010
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Law Offices of Mark E. Salomone
5 out of 5
Location 545 Main St, Worcester, MA 01608, USA
Phone (508) 753-1036
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Estate Planning Lawyers in Worcester, MA

Where Estate Planners in Worcester, MA Serve

Worcester, Massachusetts is a vibrant city with a rich history and numerous landmarks that attract visitors from all over the world. From the stunning Worcester Art Museum to the historic Hanover Theatre, there is something for everyone here. The city is also home to several top employers, including UMass Memorial Health Care and the Hanover Insurance Group, which provide a variety of opportunities for those seeking employment. Major highways such as I-90 and I-290 run through Worcester, making it easy to travel to nearby cities like Boston and Providence. The city is also filled with unique neighborhoods, each with its own character and charm. From the bustling downtown area to the quiet streets of Burncoat and Tatnuck, there is no shortage of places to explore in Worcester. Whether you're a longtime resident or just passing through, this city is sure to leave a lasting impression.

Financial Services Related to Estate Planning in Worcester, MA

Banks and Credit Unions

Residents of Worcester, MA can benefit from a bank in a number of ways. Firstly, banks can provide financial assistance to those who need it. This can include loans for home renovations or business start-ups, as well as credit cards for everyday expenses. Additionally, banks can provide access to savings accounts and other investment options to help residents grow their wealth over time. In Worcester specifically, banks can also offer support to the local community through sponsorships and donations to local organizations and events. This can help to strengthen the local economy and improve the overall quality of life for residents.

Insurance Broker

Residents of Worcester, MA can benefit greatly from the expertise of an insurance broker. With a population of over 180,000 people, Worcester is the second largest city in New England and has a diverse community with varying insurance needs. An insurance broker can help residents navigate the complex world of insurance by providing personalized advice and recommendations based on their specific needs and budget. For example, with Worcester being located in an area prone to harsh winter weather, an insurance broker can help residents find the best coverage for their homes and vehicles to protect them from potential damage caused by snow and ice. Additionally, an insurance broker can help residents explore options for health insurance, life insurance, and other types of coverage to ensure that they are adequately protected in all aspects of their lives.

Retirement Planning

Residents of Worcester, MA can benefit from the expertise of a retirement planner in a number of ways. One of the most common ways is by helping them develop a personalized retirement plan that takes into account their unique financial situation and goals. This can include things like creating a budget, maximizing their retirement savings, and developing a strategy for managing their investments. Additionally, retirement planners can help residents of Worcester navigate the complex world of Social Security and Medicare, ensuring that they are able to maximize their benefits and make informed decisions about their healthcare coverage. With its diverse population and range of economic circumstances, Worcester presents unique challenges and opportunities for retirement planning, and a skilled planner can help residents make the most of their retirement years.

Wealth Management

Residents of Worcester, MA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help residents is by providing investment advice and guidance. Worcester is home to a diverse community with varying levels of income and investment experience, and a wealth manager can help navigate this landscape to ensure that each individual's investment portfolio is tailored to their unique needs and goals. Additionally, with the recent economic uncertainty caused by the COVID-19 pandemic, a wealth manager can provide valuable insight and guidance on how to protect and grow one's wealth during these challenging times. Overall, a wealth manager can be a valuable resource for residents of Worcester looking to secure their financial future.

Financial Advisor

Residents of Worcester, MA could benefit greatly from the services of a financial advisor. With a median household income of $45,000, many residents may struggle with managing their finances and planning for the future. A financial advisor could assist with creating a budget, investing in retirement accounts, and developing a plan for saving for major expenses such as a home or college education. Additionally, with the city's diverse population, a financial advisor could provide guidance on navigating cultural differences in financial practices and offer resources for non-native English speakers. Overall, a financial advisor could help residents of Worcester, MA achieve their financial goals and improve their financial stability.

Mortgage Loan Officer

Residents of Worcester, MA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or seasoned homeowners looking to upgrade. In Worcester specifically, a mortgage loan officer can provide guidance on the city's unique housing market, which is known for its diverse range of properties and neighborhoods. They can also help residents navigate the many state and federal programs available to assist with homebuying, such as MassHousing and the Federal Housing Administration. With the help of a mortgage loan officer, residents of Worcester can achieve their homeownership goals and enjoy the many benefits of owning a home in this vibrant and historic city.

Tax Services

Residents of Worcester, MA can greatly benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that are specific to Massachusetts. For example, Worcester residents may need assistance with filing state taxes, which can be particularly challenging due to the state's unique tax code. Additionally, a tax advisor can help residents identify deductions and credits that they may be eligible for, which can help them save money on their tax bill. With the help of a knowledgeable tax advisor, Worcester residents can ensure that they are in compliance with all tax laws and regulations, while also maximizing their tax savings.

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