Estate Planning Attorneys in Lincroft, NJ

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List of Firms

Top Lincroft, NJ Estate Planning Law Firms

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The Law Offices of Guberman, Benson & Calise, LLC
5 out of 5
Location 654 Newman Springs Rd, Lincroft, NJ 07738, USA
Phone (732) 936-9666
Directions
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Hanlon Niemann & Wright, PC
5 out of 5
Location 3499 Route 9 North, Suite 1F, Freehold, NJ 07728, USA
Phone (732) 863-9900
Directions
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The Matus Law Group
5 out of 5
Location 125 Half Mile Rd #201A, Red Bank, NJ 07701, USA
Phone (732) 785-4453
Directions
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Parsons & Nardelli, Attorneys at Law
5 out of 5
Location 151 Bodman Pl, Red Bank, NJ 07701, USA
Phone (732) 842-6400
Directions
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Schillberg Law, LLC
5 out of 5
Location 280 NJ-35 #403, Red Bank, NJ 07701, USA
Phone (732) 758-1990
Directions
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James Morris Esq.
5 out of 5
Location 331 Newman Springs Road Building 1, 4th Floor, Suite 143, Red Bank, NJ 07701, USA
Phone (732) 229-2404
Directions
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The Law Offices of George J. Mardinly
5 out of 5
Location 331 Newman Springs Road Bldg. 1, 4th floor, Suite 143, Red Bank, NJ 07701, USA
Phone (732) 546-4486
Directions
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Foss, San Filippo & Milne, LLC
5 out of 5
Location 225 Broad St, Red Bank, NJ 07701, USA
Phone (732) 741-2525
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Estate Planning Lawyers in Lincroft, NJ

Where Estate Planners in Lincroft, NJ Serve

Lincroft, NJ is a quaint suburban town located in Monmouth County, New Jersey. It boasts a plethora of landmarks, including the Thompson Park Zoo, the Brookdale Community College, and the Lincroft Village Green. The town is home to several top employers, including the Monmouth County government, Meridian Health, and Brookdale Community College. Major highways, such as the Garden State Parkway and Route 520, provide easy access to neighboring towns and cities. The streets are lined with charming homes and businesses, and the neighborhoods are tight-knit and friendly. Overall, Lincroft is a wonderful place to live, work, and play.

Financial Services Related to Estate Planning in Lincroft, NJ

Banks and Credit Unions

Residents of Lincroft, NJ can benefit from a bank in several ways. Firstly, banks offer financial services such as checking and savings accounts, loans, and credit cards. These services can help residents manage their finances effectively and achieve their financial goals. Additionally, banks provide access to ATMs and online banking platforms, making it convenient for residents to access their funds and conduct transactions. Furthermore, banks often offer financial education programs and resources to help residents make informed financial decisions. In Lincroft, NJ specifically, a bank could help residents finance home renovations or upgrades, as the town is known for its beautiful homes and strong real estate market.

Insurance Broker

Residents of Lincroft, NJ can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents of Lincroft, NJ navigate the complex world of insurance policies and find the most suitable coverage for their needs. Given that Lincroft, NJ is a suburban community with a mix of residential and commercial properties, an insurance broker can help residents find policies that cover both their personal and business assets. Additionally, an insurance broker can help residents of Lincroft, NJ find policies that provide coverage for natural disasters such as hurricanes and floods, which are common in the area. By working with an insurance broker, residents of Lincroft, NJ can ensure that they have the right insurance coverage to protect their assets and their families.

Retirement Planning

Residents of Lincroft, NJ could benefit greatly from the services of a retirement planner. With a population of just over 6,000 people, Lincroft is a small community that is home to many retirees. A retirement planner can help these individuals by providing personalized advice on how to manage their finances in order to achieve their retirement goals. This might include creating a budget, investing in the right types of accounts, and planning for long-term care. Additionally, a retirement planner can help Lincroft residents navigate the complex world of Social Security and Medicare, ensuring that they are receiving all of the benefits they are entitled to. Overall, a retirement planner can provide invaluable guidance and support to the retirees of Lincroft, helping them to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Lincroft, NJ would benefit greatly from the assistance of a wealth manager. With its affluent population and high cost of living, Lincroft presents unique financial challenges that require expert guidance. A wealth manager can help residents navigate the complexities of investing, tax planning, and estate planning, ensuring that their financial goals are achieved and their assets are protected. Additionally, with Lincroft's proximity to New York City and its many job opportunities, a wealth manager can assist residents with managing their income and maximizing their earning potential. Overall, a wealth manager is an essential resource for residents of Lincroft who seek to build and protect their wealth in a rapidly changing economic landscape.

Financial Advisor

Residents of Lincroft, NJ could benefit from the guidance of a financial advisor in a number of ways. For example, a financial advisor could help residents in Lincroft plan for retirement, including setting up a 401(k) or IRA and making investment decisions that align with their goals. Additionally, a financial advisor could help residents in Lincroft navigate the complexities of taxes and estate planning, ensuring that they are minimizing their tax burden and protecting their assets for future generations. With Lincroft being a relatively affluent community, a financial advisor could also help residents with more advanced financial planning strategies, such as wealth management and charitable giving. Ultimately, a financial advisor could provide residents in Lincroft with the peace of mind that comes with having a solid financial plan in place.

Mortgage Loan Officer

Residents of Lincroft, NJ could greatly benefit from the expertise of a mortgage loan officer. Lincroft is a small town with a tight-knit community, and many residents are looking to purchase their first home or refinance their existing mortgage. A loan officer can help guide them through the complex process of obtaining a mortgage, including explaining the different types of loans available and helping them find the best interest rates. Additionally, Lincroft is located in a highly desirable area of New Jersey, and property values are on the rise. A loan officer can help residents take advantage of this by accessing equity in their homes or securing a loan for a home renovation project. With the help of a mortgage loan officer, residents of Lincroft can achieve their homeownership goals and build a secure financial future.

Tax Services

Residents of Lincroft, NJ could benefit from the assistance of a tax advisor in a variety of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations specific to New Jersey, such as the state's property tax system. Additionally, a tax advisor could help residents take advantage of tax deductions and credits that they may not be aware of, ultimately saving them money. Furthermore, a tax advisor could provide guidance on how to properly file taxes and avoid costly mistakes or penalties. Overall, a tax advisor can be an invaluable resource for Lincroft residents looking to optimize their financial situation and ensure compliance with tax laws.

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