Estate Planning Attorneys in Rumson, NJ

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List of Firms

Top Rumson, NJ Estate Planning Law Firms

Zager Fuchs, PC
4 out of 5
Location 119 Avenue at the Common Suite 4, Shrewsbury, NJ 07702, USA
Phone (732) 747-3700
Language http://www.zagerfuchs.com/
Directions
Byrnes, O'Hern & Heugle, LLC
5 out of 5
Location 195 E Bergen Pl, Red Bank, NJ 07701, USA
Phone (732) 219-7711
Language https://www.byrnesohern.com/
Directions
Burr Law Group LLC
5 out of 5
Location 20 Bingham Ave, Rumson, NJ 07760, USA
Phone (732) 741-1435
Language https://burrlawgroup.com/
Directions
Margaret M. Mahon, Esq. LLC
5 out of 5
Location 211 Broad St #203, Red Bank, NJ 07701, USA
Phone (732) 410-7915
Language http://www.margaretmmahon.com/
Directions
The Matus Law Group
5 out of 5
Location 125 Half Mile Rd #201A, Red Bank, NJ 07701, USA
Phone (732) 785-4453
Language https://matuslaw.com/monmouth-county-nj/
Directions
McGinn Law Firm
5 out of 5
Location 61 E River Rd, Rumson, NJ 07760, USA
Phone (732) 671-8330
Directions
Bennett and Wyatt, LLC
5 out of 5
Location 3 Harding Rd Suite E, Red Bank, NJ 07701, USA
Phone (732) 268-7520
Language http://www.bennettwyatt.com/
Directions
Estate Planning Lawyers in Rumson, NJ

Where Estate Planners in Rumson, NJ Serve

Rumson, NJ is a charming borough located in Monmouth County, boasting a rich history and scenic views of the Navesink River. The town is home to several notable landmarks, including the historic Rumson Country Club and the picturesque Victory Park. With a population of just over 7,000 residents, Rumson is a tight-knit community with a vibrant downtown area filled with local shops and restaurants. Top employers in Rumson include the Rumson School District, Rumson-Fair Haven Regional High School, and the Rumson Borough Police Department. Major highways in the area include the Garden State Parkway and Route 35, providing easy access to nearby cities like Red Bank and Asbury Park. Rumson is divided into several distinct neighborhoods, each with its own unique charm and character. The affluent Locust neighborhood is home to some of the town's most luxurious estates, while the West Park neighborhood offers a more affordable option for families.

Financial Services Related to Estate Planning in Rumson, NJ

Banks and Credit Unions

Residents of Rumson, NJ would be helped by a bank in a variety of ways. One of the most common ways is through providing financial services such as checking and savings accounts, loans, and credit cards. Additionally, banks can offer investment and retirement planning services to help residents plan for their future. One specific aspect of Rumson, NJ that could benefit from a bank is its thriving small business community. Banks can provide business loans, lines of credit, and other financial services to help these businesses grow and succeed. With a bank's support, residents of Rumson, NJ can feel more financially secure and confident in their future.

Insurance Broker

Residents of Rumson, NJ can benefit from the services of an insurance broker in a number of ways. For one, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. This is especially important in a town like Rumson, which has a high cost of living and many affluent residents who may require specialized insurance policies. Additionally, an insurance broker can help residents save money by finding them the most affordable policies that still offer adequate coverage. This can be particularly important for families who are trying to balance the costs of living in Rumson with the need to protect their assets and loved ones. Overall, an insurance broker can be a valuable resource for anyone in Rumson who wants to ensure that they are adequately protected against the unexpected.

Retirement Planning

Residents of Rumson, NJ could benefit from the assistance of a retirement planner in a variety of ways. One specific example is that a retirement planner could help residents navigate the high cost of living in the area. Rumson is known for its beautiful homes and waterfront properties, but this also means that the cost of living is significantly higher than other areas. A retirement planner could help residents create a financial plan that takes into account the higher cost of living and ensures that they are able to maintain their lifestyle in retirement. Additionally, a retirement planner could help residents maximize their retirement savings and investments, identify potential tax savings, and create a plan for long-term care. Overall, a retirement planner can provide invaluable guidance and support to residents of Rumson as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Rumson, NJ can benefit from a wealth manager in many ways. One of the most common ways is by creating a personalized financial plan that aligns with their long-term goals. Rumson is known for its affluent community, and a wealth manager can provide guidance on how to manage and grow their wealth. They can also help with estate planning, tax optimization, and investment management. With the high cost of living in Rumson, a wealth manager can provide strategies to help residents maintain their lifestyle while also securing their financial future. Overall, a wealth manager can offer valuable advice and support to residents of Rumson, NJ, helping them navigate the complexities of wealth management and achieve their financial goals.

Financial Advisor

Residents of Rumson, NJ could benefit greatly from the guidance of a financial advisor. With its high median household income and expensive real estate market, many individuals in Rumson may be seeking ways to maximize their wealth and plan for their financial future. A financial advisor could help them create a personalized investment strategy, manage their assets, and plan for retirement. Additionally, with its proximity to New York City, some residents of Rumson may have complex financial situations that require specialized knowledge and expertise. A financial advisor could provide valuable insight and guidance in navigating these complexities and making informed decisions. Overall, a financial advisor could be an invaluable resource for residents of Rumson looking to secure their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Rumson, NJ could greatly benefit from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without assistance. A loan officer can help them navigate the complex process of obtaining a mortgage, and may be able to secure a loan with more favorable terms than they could find on their own. Additionally, with the town's proximity to the ocean, many homes in Rumson may require flood insurance, which can add an extra layer of complication to the mortgage process. A knowledgeable loan officer can help residents understand their options and make informed decisions about their home financing.

Tax Services

Residents of Rumson, NJ can benefit greatly from the services of a tax advisor. With its affluent population, there are many complex tax issues that residents of Rumson face that require the expertise of a professional. For example, many residents of Rumson are small business owners or high net worth individuals, which can make tax planning and compliance a daunting task. A tax advisor can help these individuals navigate the complexities of tax laws and regulations, ensuring that they are maximizing their deductions and minimizing their tax liability. Additionally, with the recent changes to the tax code, a tax advisor can help residents of Rumson understand how these changes will impact their finances and provide guidance on how to adjust their tax strategies accordingly.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Rumson, NJ can offer a range of services to ensure that your assets are protected and distributed according to your wishes. With the affluent community of Rumson, NJ, an estate planning lawyer can assist in creating a plan that addresses the unique needs of high-net-worth individuals. This may include setting up trusts, establishing charitable foundations, and minimizing tax liabilities. Additionally, an estate planning lawyer can help with the creation of wills and health care directives, ensuring that your wishes are carried out even in the event of incapacity or death. With their expertise, an estate planning lawyer in Rumson, NJ can provide peace of mind to individuals and families, knowing that their legacy is secure.

Rumson, NJ is the perfect destination for anyone seeking the services of an estate planning lawyer. With its serene and picturesque environment, the town is a hub of legal expertise, and its attorneys are renowned for their exceptional skills and knowledge in estate planning. One specific aspect that makes Rumson stand out is its proximity to the Atlantic Ocean. This not only adds a touch of scenic beauty to the town but also attracts some of the best legal minds in the country. The lawyers in Rumson are well-versed in the latest laws and regulations governing estate planning and are equipped to handle even the most complex legal issues. With their extensive experience and expertise, they are capable of providing clients with tailored solutions that cater to their unique needs. Whether you are looking to draft a will, establish a trust, or plan your estate, Rumson, NJ is the place to be.