Estate Planning Attorneys in Haverhill, MA

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List of Firms

Top Haverhill, MA Estate Planning Law Firms

Honig & Barnes LLP
3 out of 5
Location 55 Wingate St, Haverhill, MA 01832, USA
Phone (978) 361-0895
Phillips Gerstein & Channen
5 out of 5
Location 25 Kenoza Ave, Haverhill, MA 01830, USA
Phone (978) 374-1131
Shimer & Dauksewicz
5 out of 5
Location 483 Main St, Haverhill, MA 01830, USA
Phone (978) 225-6197
Finbury & Sullivan, P.C.
5 out of 5
Location 55 Ginty Blvd, Haverhill, MA 01830, USA
Phone (978) 374-4736
Gleason Law Offices PC
4 out of 5
Location 163 Merrimack St, Haverhill, MA 01830, USA
Phone (978) 912-0300
Cleary & Cleary
5 out of 5
Location 345 Main St, Haverhill, MA 01830, USA
Phone (978) 373-2200
Peltier Law Office, PLLC- Estate Planning - Elder Law - Business Planning MA & NH
4 out of 5
Location 21 W Main St, Merrimac, MA 01860, USA
Phone (978) 319-6006
Beauparlant Law Offices
5 out of 5
Location 25D Washington Square, Haverhill, MA 01830, USA
Phone (978) 521-4477
Estate Planning Lawyers in Haverhill, MA

Where Estate Planners in Haverhill, MA Serve

Haverhill, MA is a charming city located in Essex County, Massachusetts, with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. The city is known for its rich history, beautiful architecture, and vibrant community. One of the most notable landmarks in Haverhill is the Buttonwoods Museum, which showcases the city's history and culture. Additionally, the Winnekenni Castle, a stunning medieval-style mansion, is a popular attraction for tourists and locals alike. When it comes to top employers, Haverhill is home to a variety of businesses, including the shoe manufacturer, New Balance, and the medical device company, Covanta. The city also has a thriving healthcare industry, with Holy Family Hospital being one of the largest employers in the area. Major highways and streets in Haverhill include I-495, Route 125, and Route 97, making it easily accessible for commuters and travelers.

Financial Services Related to Estate Planning in Haverhill, MA

Banks and Credit Unions

Residents of Haverhill, MA can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances and make transactions without having to worry about carrying cash. Additionally, banks can provide financial education and advice to help residents make informed decisions about their money. For example, with Haverhill's growing population of small businesses, banks can offer business loans and other services to help entrepreneurs start and grow their businesses. Overall, a bank can be a valuable resource for residents of Haverhill, providing them with the tools and guidance they need to achieve their financial goals.

Insurance Broker

Residents of Haverhill, MA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for their unique needs. Haverhill is a city with a diverse population, and an insurance broker can help residents navigate the complex world of insurance and find policies that are tailored to their specific circumstances. For example, a broker can help a young family find affordable health insurance that covers the needs of their growing children, or assist a small business owner in finding liability coverage that protects their business from potential lawsuits. By working with an insurance broker, residents of Haverhill can rest assured that they have the right coverage in place to protect themselves and their loved ones.

Retirement Planning

Residents of Haverhill, MA can benefit greatly from the services of a retirement planner. These professionals can help individuals plan for a financially secure future by providing guidance on investment strategies, tax planning, and estate planning. For example, Haverhill has a large population of retirees who may be concerned about healthcare costs. A retirement planner can help these individuals navigate the complex world of Medicare and long-term care insurance, ensuring that they are prepared for any unexpected medical expenses. Additionally, Haverhill is a city with a rich history and many historic homes. A retirement planner can help homeowners in Haverhill plan for the future by providing guidance on how to protect their assets and pass them on to future generations. Overall, a retirement planner can provide invaluable assistance to residents of Haverhill who want to ensure a comfortable and secure retirement.

Wealth Management

Residents of Haverhill, MA can benefit greatly from the services of a wealth manager. A wealth manager can assist with various financial planning needs, such as retirement planning, investment management, and estate planning. Specifically, for residents of Haverhill, MA, a wealth manager can help navigate the unique tax laws and regulations in the state. Massachusetts has a progressive income tax system, which means that residents with higher incomes pay a higher tax rate. A wealth manager can help residents of Haverhill, MA optimize their finances to minimize their tax burden and maximize their savings. Additionally, with the cost of living in Haverhill, MA being slightly higher than the national average, a wealth manager can provide guidance on how to budget and save effectively to achieve financial goals.

Financial Advisor

Residents of Haverhill, MA can benefit greatly from the guidance of a financial advisor. With a population of over 60,000 people, Haverhill is a diverse community with a mix of blue-collar and white-collar workers. A financial advisor can help residents manage their finances and plan for the future, whether it's saving for retirement, paying off debt, or investing in the stock market. In particular, Haverhill has a strong manufacturing industry, and a financial advisor can help those working in this sector navigate the ups and downs of the economy and plan for any potential job loss or industry changes. Additionally, Haverhill is located in Essex County, which has a higher cost of living compared to other areas in Massachusetts. A financial advisor can help residents create a budget and manage their expenses to ensure they are living within their means. Overall, a financial advisor can provide invaluable support and guidance to residents of Haverhill as they navigate their financial journey.

Mortgage Loan Officer

Residents of Haverhill, MA can benefit greatly from the services of a mortgage loan officer. These professionals can provide guidance and assistance to those looking to purchase a home, refinance their current mortgage, or obtain a home equity loan. In a city like Haverhill, where the median home value is over $300,000, having access to affordable financing options is crucial. A mortgage loan officer can help residents navigate the complex process of applying for a loan, ensuring that they understand all of their options and are able to secure the best possible terms. They can also provide valuable advice on improving credit scores and managing debt, which can be especially helpful for those who may be struggling financially. By working with a mortgage loan officer, residents of Haverhill can achieve their homeownership goals and build a strong financial foundation for the future.

Tax Services

Residents of Haverhill, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways they can be helped is by navigating the complex tax laws of Massachusetts. Haverhill residents may not be aware of all the deductions and credits available to them, but a tax advisor can help them take advantage of these opportunities and maximize their tax savings. Additionally, with Haverhill's diverse population, tax advisors can provide specialized guidance for those with unique tax situations, such as small business owners or those with multiple sources of income. A tax advisor can also assist with tax planning, ensuring that residents are prepared for future tax obligations and can avoid any penalties or fines. Overall, a tax advisor can provide valuable support to Haverhill residents in managing their finances and achieving their financial goals.


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