Estate Planning Attorneys in Middlesex County, MA

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List of Firms

Top Middlesex County, MA Estate Planning Law Firms

The Parents Estate Planning Law Firm, PC
5 out of 5
Location 31 Nagog Park Suite 301, Acton, MA 01720, USA
Phone (978) 263-6900
Directions
Family Estate Planning Law Group
5 out of 5
Location 6 Kimball Ln #130, Lynnfield, MA 01940, USA
Phone (781) 246-8200
Directions
Lucas Law Group, LLC
5 out of 5
Location 1 Nelson Terrace Suite D, Melrose, MA 02176, USA
Phone (781) 665-2200
Directions
The Law Office of Andrew Lynn
5 out of 5
Location 411A Highland Ave Suite 313, Somerville, MA 02144, USA
Phone (617) 702-4045
Directions
O'Connell Law LLC
5 out of 5
Location 3 Eliot St, Natick, MA 01760, USA
Phone (508) 257-7232
Directions
Shapiro Law Group, PC
5 out of 5
Location 300 Trade Center #3700, Woburn, MA 01801, USA
Phone (339) 298-2300
Directions
Todd Rosenfield, Estate Planning Attorney
5 out of 5
Location 1900 W Park Dr Suite 280, Westborough, MA 01581, USA
Phone (508) 870-5759
Directions
Law Office of Douglas M. Mercurio, P.C.
5 out of 5
Location 280 Main St STE 104, North Reading, MA 01864, USA
Phone (978) 276-3100
Directions
MT Law LLC
4 out of 5
Location 430 Bedford St #200, Lexington, MA 02420, USA
Phone (800) 345-1899
Directions
Hamilton Law Office, P.C.
4 out of 5
Location 410 Boston Post Rd UNIT 31, Sudbury, MA 01776, USA
Phone (978) 443-7810
Directions
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
Directions
The Law Office of Gina M. Ghioldi, P.C.
5 out of 5
Location 1666 Massachusetts Ave F1, Lexington, MA 02420, USA
Phone (781) 674-2161
Directions
Estate Planning Lawyers in Middlesex County, MA

Where Estate Planners in Middlesex County, MA Serve

Middlesex County, MA is a bustling hub of activity in the heart of New England. With a rich history dating back to colonial times, the county is home to many iconic landmarks, including the historic Lowell National Historical Park, the iconic Harvard University campus, and the picturesque Minuteman National Park. In terms of top employers, Middlesex County boasts a diverse range of industries, including healthcare, education, and technology. Some of the county's largest employers include Massachusetts General Hospital, Raytheon Technologies, and Harvard University. When it comes to transportation, Middlesex County is well-connected with a network of major highways and streets, including I-95, I-93, and Route 128. Residents and visitors alike can easily navigate the county's many neighborhoods, from the vibrant city of Cambridge to the quaint towns of Concord and Lexington. Speaking of neighborhoods, Middlesex County is home to a diverse range of communities, each with its own unique character and charm.

Financial Services Related to Estate Planning in Middlesex County, MA

Banks and Credit Unions

Residents of Middlesex County, MA can benefit from a bank in various ways. For instance, a bank can provide them with access to financial products and services that can help them manage their money effectively. This includes checking and savings accounts, loans, credit cards, and investment options. Moreover, banks in Middlesex County can offer personalized financial advice to help residents achieve their financial goals. Additionally, banks can help residents with their everyday banking needs, such as cashing checks, paying bills, and transferring money. With Middlesex County being home to many colleges and universities, banks can also provide student loans and financial aid services to help students pay for their education. Overall, a bank in Middlesex County can be a valuable resource for residents looking to improve their financial well-being.

Insurance Broker

Residents of Middlesex County, MA can benefit greatly from the services of an insurance broker. Middlesex County is the most populous county in Massachusetts and is home to a diverse population. An insurance broker can help residents navigate the complex world of insurance, from finding the right health insurance plan to protecting their homes and businesses with the right coverage. With so many options available, it can be overwhelming for residents to choose the right insurance policies. An insurance broker can provide personalized guidance and help residents make informed decisions that fit their unique needs. Additionally, with many residents living in densely populated urban areas like Cambridge and Lowell, an insurance broker can help them find affordable and comprehensive auto insurance policies to protect them on the road. Overall, an insurance broker can provide invaluable assistance to residents of Middlesex County, MA in securing the right insurance coverage for their needs.

Retirement Planning

Residents of Middlesex County, MA can benefit greatly from the guidance of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan to meet individual financial goals during retirement. Middlesex County is home to a diverse population, including many who work in the tech industry and higher education. A retirement planner can help navigate the unique challenges of these professions, such as stock options and pension plans. Additionally, with the high cost of living in the Boston area, a retirement planner can provide strategies to maximize savings and income to ensure a comfortable retirement. Overall, a retirement planner can provide peace of mind and a clear path towards financial security during retirement for Middlesex County residents.

Wealth Management

Residents of Middlesex County, MA can benefit greatly from the services of a wealth manager. With its diverse population and thriving economy, Middlesex County is home to many high-net-worth individuals and families who require expert financial advice. A wealth manager can help these residents to create a personalized financial plan that takes into account their unique goals and objectives. They can also provide guidance on investment strategies, tax planning, and estate planning. In addition, a wealth manager can assist with charitable giving and philanthropic endeavors, which are important to many residents of Middlesex County who want to give back to their community. Overall, a wealth manager can help residents of Middlesex County to achieve financial security and peace of mind.

Financial Advisor

Residents of Middlesex County, MA can benefit greatly from the guidance of a financial advisor. With the county being home to several major universities and a thriving tech industry, many residents may have unique financial situations that require expert advice. A financial advisor can help with everything from creating a budget to planning for retirement and investing in the stock market. Additionally, with the high cost of living in many areas of Middlesex County, a financial advisor can assist with managing debt and finding ways to save money. Overall, a financial advisor can provide valuable support and guidance to help residents of Middlesex County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Middlesex County, MA can benefit greatly from the services of a mortgage loan officer. These professionals can help them secure financing for their dream homes or investment properties. One specific advantage for Middlesex County residents is the ability to take advantage of the area's strong real estate market. With cities like Cambridge and Somerville experiencing rapid growth, a mortgage loan officer can help residents navigate the competitive market and secure the best possible financing options. Additionally, with many residents of Middlesex County working in the tech industry, mortgage loan officers can offer specialized financing options for these high-income earners. Overall, a mortgage loan officer can provide invaluable assistance to Middlesex County residents looking to achieve their real estate goals.

Tax Services

Residents of Middlesex County, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Middlesex County residents is by helping them navigate the complex tax laws and regulations that apply specifically to this area. Middlesex County is home to a diverse population, including many high-income earners and business owners, which can make tax planning and preparation particularly challenging. A tax advisor can provide guidance on everything from maximizing deductions and credits to minimizing tax liabilities and avoiding potential penalties. Additionally, a tax advisor can help Middlesex County residents stay up-to-date on any changes to tax laws that may impact their financial situation. Overall, working with a tax advisor can provide invaluable support for individuals and businesses in Middlesex County looking to achieve financial success.

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