Estate Planning Attorneys in Middlebury, VT

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List of Firms

Top Middlebury, VT Estate Planning Law Firms

Brennan, Punderson & Donahue, PLLC
5 out of 5
Location 1317 Davis Rd, Monkton, VT 05469, USA
Phone (802) 453-8400
Language http://www.bpd.legal/
Directions
Lynch & Foley, PC
4 out of 5
Location 7 Washington St, Middlebury, VT 05753, USA
Phone (802) 388-7933
Language http://www.lynchandfoley.com/
Directions
Foley Jas C
Location 7 Washington St, Middlebury, VT 05753, USA
Phone (802) 388-7933
Language https://www.lynchandfoley.com/
Directions
Caffry Law, PLLC
Location 46 S Main St #3a, Waterbury Village Historic District, VT 05676, USA
Phone (802) 882-8163
Language http://www.caffrylaw.com/
Directions
Marsh & Wagner, PC
5 out of 5
Location 62 Court St, Middlebury, VT 05753, USA
Phone (802) 388-4026
Language https://www.marshandwagner.com/
Directions
NorthEast Estates and Trusts, PLLC
5 out of 5
Location 181 Falls Rd, Shelburne, VT 05482, USA
Phone (802) 985-8811
Language http://www.neetlaw.com/
Directions
Peter Langrock
3 out of 5
Location 111 S Pleasant St, Middlebury, VT 05753, USA
Phone (802) 388-6356
Language http://www.langrock.com/
Directions
Wilson Benjamin L
5 out of 5
Location 111 S Pleasant St, Middlebury, VT 05753, USA
Phone (802) 388-6356
Directions
Champlain Valley Law- Injury Lawyer Drew Palcsik
5 out of 5
Location 3 Mill St suite b, Middlebury, VT 05753, USA
Phone (802) 382-0062
Language http://champlainvalleylaw.com/
Directions
Mitchell L. Pearl
Location 111 S Pleasant St, Middlebury, VT 05753, USA
Phone (802) 388-6356
Directions
Lisman Leckerling PC
4 out of 5
Location 84 Pine St, Burlington, VT 05401, USA
Phone (802) 864-5756
Language https://www.lisman.com/
Directions
BarrSternberg Moss Silver & Munson PC
4 out of 5
Location 507 Main St, Bennington, VT 05201, USA
Phone (802) 442-6341
Language http://www.barrsternberg.com/
Directions
Davidov Law Group
5 out of 5
Location 1981 Marcus Ave Suite 231, New Hyde Park, NY 11042, USA
Phone (516) 587-5555
Language https://www.davidovlaw.com/
Directions
Estate Planning Lawyers in Middlebury, VT

Where Estate Planners in Middlebury, VT Serve

Nestled in the heart of Vermont lies the charming town of Middlebury, a place of rich history and natural beauty. From the iconic Middlebury College to the breathtaking Otter Creek Falls, this town boasts a plethora of landmarks that are sure to leave visitors in awe. In terms of employment, Middlebury is home to several top employers, including the college itself, Porter Medical Center, and the Vermont Country Store. These companies provide ample job opportunities for residents and contribute greatly to the local economy. Navigating Middlebury is made easy by its major highways and streets, such as Route 7 and Main Street, which run through the heart of town. These roads connect Middlebury to other nearby towns and cities, making it a convenient location for both commuters and travelers. As for neighborhoods, Middlebury offers a diverse range of options, from the bustling downtown area to the more rural outskirts.

Financial Services Related to Estate Planning in Middlebury, VT

Banks and Credit Unions

Residents of Middlebury, VT can benefit from a bank in a variety of ways. For instance, a bank can provide loans to homeowners who need to make repairs or renovations to their homes. Middlebury, VT is known for its historic homes, and a bank can help preserve these homes by providing financing for necessary repairs. Additionally, a bank can help residents save money by offering competitive interest rates on savings accounts and CDs. This is especially important in Middlebury, VT where the cost of living can be high. Finally, a bank can provide financial education to residents, helping them to better manage their money and plan for the future. Overall, a bank can be an invaluable resource to residents of Middlebury, VT, providing them with the financial tools they need to thrive.

Insurance Broker

Residents of Middlebury, VT can benefit greatly from the services of an insurance broker. For example, an insurance broker can help residents find the best health insurance plan to meet their needs and budget. This is particularly important in Middlebury, which is home to a large number of retirees who may have unique healthcare needs. Additionally, an insurance broker can assist residents in finding the right home insurance policy to protect their property from the harsh New England winters. With the help of an insurance broker, residents of Middlebury can have peace of mind knowing that they have the right coverage in place to protect their health and property.

Retirement Planning

Residents of Middlebury, VT can benefit greatly from the expertise of a retirement planner. With the town's population of around 8,000 people, many of whom are retirees or nearing retirement age, a retirement planner can provide invaluable guidance on how to maximize their retirement savings and prepare for the future. For example, a retirement planner can help residents navigate the unique tax laws in Vermont, which can impact their retirement income and savings. They can also assist with estate planning, healthcare costs, and long-term care options, all of which are important considerations for retirees in Middlebury. By working with a retirement planner, residents can feel confident that they are making informed decisions that will help them achieve their retirement goals and live comfortably in their golden years.

Wealth Management

Residents of Middlebury, VT can benefit greatly from the services of a wealth manager. With a population of just over 8,000 people, Middlebury is a small town with a tight-knit community. A wealth manager can help residents navigate their financial goals and plan for the future. Specifically, a wealth manager can help Middlebury residents with retirement planning, college savings plans, and investment strategies. With Middlebury being a college town, a wealth manager can also assist with financial planning for families with children attending Middlebury College. Additionally, a wealth manager can provide guidance on tax planning and estate planning, ensuring that residents are making the most of their assets and protecting their legacy for future generations.

Financial Advisor

Residents of Middlebury, VT could benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique financial challenges faced by those living in a rural area. Middlebury is a small town with limited job opportunities, and many residents rely on seasonal work or self-employment to make ends meet. A financial advisor could help these individuals create a budget, plan for retirement, and invest in their future despite the uncertainty of their income. Additionally, a financial advisor could assist Middlebury residents in understanding and taking advantage of the various tax incentives available to rural residents, such as those related to farming or renewable energy. Overall, a financial advisor could be a valuable resource for anyone in Middlebury looking to secure their financial future and make the most of their resources.

Mortgage Loan Officer

Residents of Middlebury, VT can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals navigate the complex world of home buying and financing, providing valuable guidance and support throughout the process. Specifically, in Middlebury, VT, a mortgage loan officer can assist residents in finding affordable housing options that fit their unique needs and budget. With the town's diverse real estate market, ranging from historic homes to modern developments, a mortgage loan officer can help individuals identify the best options for their specific situation. Additionally, they can provide advice on securing the best possible interest rates and loan terms, ensuring that residents can purchase their dream home without breaking the bank.

Tax Services

Residents of Middlebury, VT can benefit greatly from the services of a tax advisor. One common way a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. In Middlebury, VT, where many residents work in agriculture or small businesses, a tax advisor can help identify deductions and credits specific to those industries. Additionally, a tax advisor can assist with navigating complex tax laws and regulations, ensuring that residents are in compliance and avoiding any penalties or fines. With the help of a tax advisor, Middlebury residents can feel confident that they are making the most of their tax situation and avoiding any unnecessary financial stress.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Middlebury, VT can provide a range of services to help individuals and families protect their assets and plan for the future. These services may include drafting wills, trusts, and other legal documents, as well as providing guidance on tax planning, asset protection, and charitable giving. With its rich history and vibrant community, Middlebury, VT offers unique opportunities for estate planning, such as conservation easements that allow landowners to protect their property while also preserving the natural beauty of the area. Additionally, the town's proximity to the Green Mountains and Lake Champlain means that many residents may have valuable outdoor recreational assets that require careful planning to ensure their continued enjoyment for generations to come. An experienced estate planning lawyer in Middlebury, VT can help clients navigate these complex issues and create a comprehensive plan that meets their unique needs and goals.

Middlebury, VT is the ultimate destination for individuals seeking an estate planning lawyer. Nestled in the heart of Vermont, Middlebury boasts a rich history and a vibrant community that is sure to impress. The town is home to a plethora of highly qualified estate planning lawyers who possess a wealth of knowledge and experience in the field. What sets Middlebury apart from other locations, however, is its unique blend of old-world charm and modern convenience. From the quaint downtown area to the picturesque countryside, Middlebury offers a diverse range of settings that are perfect for discussing the intricacies of estate planning. Whether you're looking to create a will, establish a trust, or navigate the complexities of probate law, Middlebury's estate planning lawyers are well-equipped to meet your needs. So why settle for anything less than the best? Head to Middlebury, VT and let their legal experts guide you through the estate planning process with ease and confidence.