Estate Planning Attorneys in Lexington, MA

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Top Lexington, MA Estate Planning Law Firms

MA Wills & Trusts
5 out of 5
Location 33 Bedford St, Lexington, MA 02420, USA
Phone (781) 863-8606
Simmons & Schiavo, LLP - Attorneys at Law
5 out of 5
Location 400 Tradecenter Dr #4800, Woburn, MA 01801, USA
Phone (781) 397-1700
Constant Law Group, PC
5 out of 5
Location 1666 Massachusetts Ave F1, Lexington, MA 02420, USA
Phone (888) 849-5993
Harris & Murphy, LLP
5 out of 5
Location 922 Waltham St Ste 105, Lexington, MA 02421, USA
Phone (781) 641-4800
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
The Heritage Law Center
5 out of 5
Location 400 Tradecenter Dr, Woburn, MA 01801, USA
Phone (617) 299-6976
The Law Offices of Kimberly Butler Rainen
5 out of 5
Location 1500 District Ave #3425, Burlington, MA 01803, USA
Phone (781) 746-6588
4 out of 5
Location 430 Bedford St #200, Lexington, MA 02420, USA
Phone (800) 345-1899
The Law Office of Marina Dvorkin
Location 238 Bedford St Suite 2, Lexington, MA 02420, USA
Phone (339) 927-8403
Attorney Julianne Donato
Location 1666 Massachusetts Ave, Lexington, MA 02420, USA
Phone (781) 861-9400
Estate Planning Lawyers in Lexington, MA

Where Estate Planners in Lexington, MA Serve

Lexington, MA is a town in the Boston metropolitan area, located about 10 miles west of the city. The major landmarks in Lexington include the Lexington Battle Green, which was the site of the first battle of the American Revolution, and Buckman Tavern, which was a gathering place for the Sons of Liberty. The top employers in Lexington include Raytheon, Hanscom AFB, and Lexmark. Major highways and streets in Lexington include Route 2 and Route 128. The neighborhoods in Lexington include Hayden Row, Northside, Southside, and Westside.

Financial Services Related to Estate Planning in Lexington, MA

Banks and Credit Unions

Banks in Lexington, MA can provide residents with a variety of financial services. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks can also offer other products and services such as online banking, bill pay, and mobile banking. Residents can also take advantage of the many bank branches and ATMs located throughout Lexington.

Insurance Broker

Residents of Lexington, MA have a number of insurance brokers to choose from when it comes time to purchase coverage for their home, car, or business. While the services that each broker provides may vary, there are some commonalities among them. All brokers are licensed by the state and must meet certain requirements in order to sell insurance products. They also undergo continuing education in order to stay up-to-date on changes in the industry. Brokers can help residents compare rates from different carriers and find the best policies for their needs. They also typically offer advice on risk management and how to reduce premiums. In addition, they can assist with filing claims and helping policyholders through the claims process.

Retirement Planning

Lexington, MA residents can benefit from retirement planning in many ways. One of the most important is that it can help you maintain your lifestyle after retirement. Retirement planning can also provide peace of mind in knowing that you're prepared for retirement, and it can help you avoid having to make difficult decisions about your future later on. There are a variety of other benefits to retirement planning as well, so if you're not already doing it, now is the time to start.

Wealth Management

Residents of Lexington, MA can benefit from wealth management services in order to help them protect their assets and grow their net worth. Wealth managers can provide guidance on a variety of financial topics, including investment planning, retirement planning, and estate planning. By working with a wealth manager, Lexington residents can feel confident that they are making sound financial decisions that will help them achieve their long-term goals.

Financial Advisor

Residents of Lexington, MA can benefit from the services of financial advisors. Financial advisors can help residents save money on taxes, invest money wisely, and plan for retirement. Financial advisors can also help residents protect their assets in case of a financial emergency.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Lexington, MA residents. These services include helping people find the best mortgage rates, working with them to get approved for a loan, and walking them through the entire process. In addition, mortgage loan officers can help people refinance their mortgages or take out home equity loans. They are also available to answer any questions borrowers may have about their mortgages.

Tax Services

Tax accountants in Lexington, MA provide a variety of services to residents, including preparing and filing tax returns, advising on tax planning, and representing taxpayers during audits. They also offer assistance with other financial matters such as estate planning and retirement savings. In addition to these services, tax accountants can also help business owners file their business taxes and set up bookkeeping systems.


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