Estate Planning Attorneys in Bristol County, MA

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List of Firms

Top Bristol County, MA Estate Planning Law Firms

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Attorney Peter V. Tekippe
5 out of 5
Location 120 N Main St STE 306, Attleboro, MA 02703, USA
Phone (508) 838-3502
Directions
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Law Offices of Tara M. George
5 out of 5
Location 75 State Rd, Dartmouth, MA 02747, USA
Phone (508) 996-0636
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Surprenant & Beneski, P.C.
5 out of 5
Location 45 Bristol Dr, South Easton, MA 02375, USA
Phone (508) 427-5400
Directions
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Law Office of Jennifer P. Heald
5 out of 5
Location 791 Main Rd, Westport, MA 02790, USA
Phone (508) 636-9090
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BOTELHO LAW GROUP
4 out of 5
Location 901 Eastern Ave #2, Fall River, MA 02723, USA
Phone (888) 269-0688
Directions
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Law Office of Thomas J Marks, Esq.
5 out of 5
Location 20 Cabot Blvd #300, Mansfield, MA 02048, USA
Phone (774) 266-5334
Directions
Estate Planning Lawyers in Bristol County, MA

Where Estate Planners in Bristol County, MA Serve

Bristol County, MA is a vibrant and diverse region that boasts a rich history and a thriving economy. From the iconic landmarks to the bustling streets, this area is home to some of the top employers in the state, as well as a variety of neighborhoods that offer something for everyone. One of the most notable landmarks in Bristol County is the Battleship Cove, which is home to the USS Massachusetts and other historic ships. Other notable landmarks include the Taunton Green, the Fall River Heritage State Park, and the Lizzie Borden Bed and Breakfast. When it comes to top employers, Bristol County is home to a variety of industries, including healthcare, education, and manufacturing. Some of the top employers in the area include Sturdy Memorial Hospital, Bristol Community College, and General Dynamics Electric Boat. Major highways and streets in Bristol County include Interstate 195, Route 24, and Route 140. These roads provide easy access to neighboring cities and towns, as well as to Boston and Providence.

Financial Services Related to Estate Planning in Bristol County, MA

Banks and Credit Unions

Residents of Bristol County, MA can benefit from a bank in numerous ways. For instance, banks offer various financial services, such as loans, savings accounts, and checking accounts, which can help residents manage their finances effectively. Additionally, banks provide financial advice to help residents make informed decisions about their money. In Bristol County, MA, banks can also offer support to local businesses, which can help boost the local economy. For example, banks can provide loans to small businesses, allowing them to expand and create more jobs for residents. Overall, a bank can be a valuable resource for residents of Bristol County, MA, helping them to achieve their financial goals and contribute to the growth of their community.

Insurance Broker

Residents of Bristol County, MA can benefit greatly from the services of an insurance broker. With its diverse population and varied industries, Bristol County presents unique insurance challenges that require specialized knowledge and expertise. An insurance broker can provide valuable guidance on the best insurance policies for individuals and businesses in Bristol County, taking into account factors such as the region's high incidence of severe weather events and the prevalence of small businesses in the area. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring that they have access to the best healthcare options available. Overall, an insurance broker can be an invaluable resource for residents of Bristol County, providing them with the protection and peace of mind they need to thrive in this vibrant and dynamic community.

Retirement Planning

Residents of Bristol County, MA can benefit greatly from the expertise of a retirement planner. With a population of over 560,000 people, Bristol County is home to a diverse group of individuals with varying financial goals and needs. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. In particular, residents of Bristol County may benefit from the planner's knowledge of the local economy and job market, as well as the unique tax laws and regulations that apply to the area. By working with a retirement planner, residents of Bristol County can ensure that they are well-prepared for a comfortable and secure retirement, no matter what their individual circumstances may be.

Wealth Management

Residents of Bristol County, MA can benefit from the services of a wealth manager in a variety of ways. One of the most common is by creating a personalized financial plan that takes into account the unique needs and goals of the individual. This can include strategies for saving for retirement, managing debt, and investing in the local economy. Additionally, a wealth manager can help residents navigate the complex tax laws and regulations that are specific to Bristol County, MA. For example, the county has a relatively high property tax rate, which can impact how residents plan for the future. By working with a wealth manager, residents can ensure that they are making the most of their financial resources and taking advantage of opportunities to grow their wealth.

Financial Advisor

Residents of Bristol County, MA can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help residents of Bristol County is by providing guidance on retirement planning. With a large population of aging baby boomers in the area, it's important for residents to have a solid plan in place for their retirement years. A financial advisor can help assess current finances, identify retirement goals, and create a plan to achieve those goals. Additionally, with the high cost of living in Bristol County, a financial advisor can also provide advice on managing debt, creating a budget, and making smart investments to grow wealth over time. Overall, a financial advisor can be a valuable resource for residents of Bristol County looking to secure their financial future.

Mortgage Loan Officer

Residents of Bristol County, MA would greatly benefit from the services of a mortgage loan officer. With the county's diverse population and housing market, a mortgage loan officer can provide personalized assistance to individuals seeking to purchase a home or refinance their current mortgage. For example, residents in the coastal towns of Bristol and Dartmouth may have unique considerations when it comes to flood insurance and property values. A knowledgeable mortgage loan officer can guide them through the process and help them secure the best loan options for their specific needs. Additionally, with the county's proximity to major cities like Boston and Providence, a mortgage loan officer can provide valuable insight into the competitive housing market and help residents navigate the complexities of buying or refinancing a home.

Tax Services

Residents of Bristol County, MA can greatly benefit from the expertise of a tax advisor. Specifically, with the county's diverse economy, ranging from healthcare to manufacturing, tax laws can be complex and difficult to navigate. A tax advisor can help residents understand deductions and credits that may apply to their specific industry or profession. Additionally, with the county's proximity to Rhode Island, residents may need guidance on how to handle taxes for income earned across state lines. A tax advisor can also assist with estate planning, ensuring that residents' assets are protected and their loved ones are taken care of in the event of their passing. Overall, a tax advisor can provide valuable insight and support to residents of Bristol County, MA in navigating the ever-changing tax landscape.

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