Estate Planning Attorneys in Falmouth, MA

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List of Firms

Top Falmouth, MA Estate Planning Law Firms

Law Office Of Brown And Barbosa
3 out of 5
Location 683 Main St, Falmouth, MA 02540, USA
Phone (508) 540-3990
James T Morse Law Office
Location 184A Jones Rd Second Floor, Falmouth, MA 02540, USA
Phone (508) 540-6500
The Law Office of Michelle J. Donabed
Location 197 Palmer Ave UNIT 106, Falmouth, MA 02540, USA
Phone (508) 524-4050
Law Offices of Juliane Soprano
5 out of 5
Location 205 Worcester Ct, Falmouth, MA 02540, USA
Phone (508) 540-2811
Richard M. Russell
Location 178 Teaticket Hwy #101, East Falmouth, MA 02536, USA
Wilson Kathryn
Location 220 Main St UNIT 202, Falmouth, MA 02540, USA
Phone (508) 548-1155
Carol A Kenney & Associates
Location 157 Locust St c, Falmouth, MA 02540, USA
Phone (508) 548-6772
Estate Planning Lawyers in Falmouth, MA

Where Estate Planners in Falmouth, MA Serve

Falmouth, MA is a charming town located on Cape Cod, boasting a plethora of landmarks that showcase its rich history and natural beauty. From the iconic Nobska Lighthouse, which has stood tall since 1828, to the stunning Shining Sea Bikeway, a 10.7-mile paved path that winds through salt marshes and cranberry bogs, Falmouth has something for everyone. As for top employers, Falmouth is home to several major institutions, including the Woods Hole Oceanographic Institution, which conducts cutting-edge research on oceanography and marine biology, and Falmouth Hospital, which provides top-notch medical care to the community. Other notable employers include the Falmouth Public Schools, the Marine Biological Laboratory, and the Falmouth Chamber of Commerce. When it comes to getting around town, Falmouth is easily accessible via several major highways, including Route 28 and Route 151.

Financial Services Related to Estate Planning in Falmouth, MA

Banks and Credit Unions

Residents of Falmouth, MA can benefit from a bank in several ways. Firstly, a bank can provide them with a safe place to store their money and valuables. This is particularly important for Falmouth residents who may own expensive beachfront properties or boats. Secondly, a bank can offer loans and mortgages to help residents purchase homes or start businesses. With its growing tourism industry, Falmouth is a popular destination for visitors, and banks can help residents take advantage of this by providing loans to start or expand businesses that cater to tourists. Lastly, a bank can offer financial advice and planning services to help residents make informed decisions about their money. Falmouth residents can benefit from this, especially those who are planning for their retirement or looking to invest in the local real estate market.

Insurance Broker

Residents of Falmouth, MA would greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker could help is by finding the best homeowners insurance policy for Falmouth's unique coastal climate. With its proximity to the ocean, Falmouth is prone to severe weather events such as hurricanes and nor'easters. An experienced insurance broker can help residents navigate the complex world of insurance policies and find coverage that will protect their homes and property in the event of a natural disaster. Additionally, an insurance broker can help Falmouth residents save money by finding discounts and bundling policies. With the help of an insurance broker, Falmouth residents can have peace of mind knowing that they have the best insurance coverage for their specific needs.

Retirement Planning

Residents of Falmouth, MA can benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, Falmouth is known for its large retiree population and proximity to the ocean, so a retirement planner could help residents plan for expenses related to healthcare and leisure activities like boating and fishing. Additionally, a retirement planner can assist with maximizing Social Security benefits, managing investments, and creating a tax-efficient retirement income strategy. With the help of a retirement planner, residents of Falmouth can feel confident and prepared for their golden years.

Wealth Management

Residents of Falmouth, MA could benefit from the services of a wealth manager in a number of ways. One specific example is the town's high population of retirees. A wealth manager could help these retirees manage their retirement savings, ensuring that they have enough money to cover their expenses throughout their retirement years. Additionally, Falmouth is a coastal town with a significant number of residents who own second homes. A wealth manager could help these homeowners manage their real estate investments and maximize their returns. Overall, a wealth manager could be a valuable resource for Falmouth residents looking to secure their financial futures and make the most of their assets.

Financial Advisor

Residents of Falmouth, MA can greatly benefit from the expertise of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. With a large population of retirees in Falmouth, it's important to have a solid plan in place to ensure financial stability during the golden years. Additionally, a financial advisor can assist with managing investments, creating a budget, and developing strategies to pay off debt. With the high cost of living in Falmouth, it's important to have a financial plan that takes into account the unique challenges of living in this beautiful coastal town. A financial advisor can provide peace of mind and help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Falmouth, MA can benefit from the expertise of a mortgage loan officer in several ways. For starters, a loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. This is especially important in Falmouth, where the real estate market can be competitive and fast-paced. Additionally, a loan officer can provide guidance on the various types of mortgages available, such as fixed-rate and adjustable-rate, and help residents choose the option that best fits their financial situation. Furthermore, a loan officer can assist residents in securing a mortgage with favorable terms, such as a low interest rate or a longer repayment period. Overall, working with a mortgage loan officer can make the home buying process in Falmouth less stressful and more manageable.

Tax Services

Residents of Falmouth, MA can benefit greatly from the expertise of a tax advisor. With the town's significant tourism industry, many residents may have rental properties or second homes that require specialized tax knowledge. Additionally, Falmouth's large retiree population may need assistance with tax planning for their retirement income and investments. A tax advisor can also help residents navigate the complex tax laws surrounding small businesses, which are prevalent in the town's downtown area. Overall, a tax advisor can provide valuable guidance and support to Falmouth residents as they navigate the often confusing and overwhelming world of taxes.


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