Estate Planning Attorneys in Marblehead, MA

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List of Firms

Top Marblehead, MA Estate Planning Law Firms

Lausier & Lausier LLC
5 out of 5
Location 2 Hooper St, Marblehead, MA 01945, USA
Phone (781) 631-8830
Language https://lausierlaw.com/
Directions
Samuel Sayward & Baler LLC
5 out of 5
Location 858 Washington St Suite 202, Dedham, MA 02026, USA
Phone (781) 461-1020
Language http://www.ssbllc.com/
Directions
Daly & Daly Attorneys
1 out of 5
Location 265 Essex St Ste 103, Salem, MA 01970, USA
Phone (978) 745-0500
Language http://www.dalyanddalylaw.com/
Directions
Attorney Andrew Bucklin
5 out of 5
Location 56 Cannon Rock Rd, Lynn, MA 01904, USA
Phone (781) 632-8675
Language https://www.bucklinlegal.com/?utm_source=google&utm_medium=organic&utm_campaign=Google_My_Business
Directions
Meyers & Welch - Attorneys at Law
Location 70 Washington St # 402, Salem, MA 01970, USA
Phone (978) 745-4410
Language https://www.meyersandwelch.com/
Directions
Casey & Lundregan, P.C.
5 out of 5
Location 71 Washington St, Salem, MA 01970, USA
Phone (978) 288-8839
Language https://www.caseylundreganlaw.com/?npcmp=dir:local:4792911:01970
Directions
Paul M Lynch
Location Spring St, Marblehead, MA 01945, USA
Phone (781) 631-7808
Directions
Stern Keilty & Wall LLC
5 out of 5
Location 81 Washington St # 301, Salem, MA 01970, USA
Phone (978) 219-9932
Language https://www.skwllc.com/
Directions
Gemma Law Office, P.C.
5 out of 5
Location 35 Braintree Hill Office Pk STE 103, Braintree, MA 02184, USA
Phone (781) 380-8183
Language https://www.gemmalawoffice.com/
Directions
RackiLaw, LLC
5 out of 5
Location 55 Union St, Boston, MA 02108, USA
Phone (617) 285-6388
Language http://www.rackilaw.com/
Directions
James A. Peterson, Attorney at Law
5 out of 5
Location 81 Washington St UNIT 209, Salem, MA 01970, USA
Phone (978) 744-2450
Directions
Estate Planning Lawyers in Marblehead, MA

Where Estate Planners in Marblehead, MA Serve

Marblehead, MA is a charming coastal town located on the North Shore of Massachusetts. With its rich history and stunning architecture, it's no wonder that Marblehead is a popular tourist destination and a desirable place to live. The town is home to several landmarks, including the Marblehead Light, Fort Sewall, and the Old Burial Hill Cemetery. These historical sites offer a glimpse into the town's past and are a must-see for anyone visiting the area. In terms of top employers, Marblehead has a diverse economy that includes healthcare, education, and retail. Some of the town's largest employers include Marblehead Public Schools, Marblehead Community Charter Public School, and CVS Health. These companies provide a range of job opportunities for residents and contribute to the town's overall economic growth. When it comes to major highways and streets, Marblehead is easily accessible from Route 1A and Route 114. These highways provide convenient access to neighboring towns and cities, including Salem and Boston.

Financial Services Related to Estate Planning in Marblehead, MA

Banks and Credit Unions

Residents of Marblehead, MA would be helped by a bank in a myriad of ways. One of the most common ways is through the provision of loans and mortgages for homes, as Marblehead is a coastal town with a thriving real estate market. Additionally, banks can offer financial planning services to help residents save for retirement or college tuition for their children. With a strong tourism industry, banks can also provide merchant services to local businesses to help them process credit card payments and manage their finances. Overall, a bank can be a valuable resource for the residents of Marblehead, providing them with the financial tools and services they need to achieve their goals and thrive in this unique and beautiful coastal community.

Insurance Broker

Residents of Marblehead, MA can greatly benefit from the services of an insurance broker. With the town's close proximity to the ocean, many residents may be in need of specialized insurance coverage for their homes and properties. An insurance broker can help residents navigate the complex world of flood insurance and ensure that they have the proper coverage in the event of a natural disaster. Additionally, Marblehead is home to a large number of small businesses, and an insurance broker can assist these business owners in finding the right coverage to protect their assets and employees. Overall, an insurance broker can provide valuable expertise and guidance to Marblehead residents, helping them to make informed decisions about their insurance needs.

Retirement Planning

Residents of Marblehead, MA could benefit greatly from the expertise of a retirement planner. With a population that skews older than the national average, many individuals in Marblehead are likely considering retirement or already retired. A retirement planner can help these residents navigate the complexities of retirement planning, including creating a budget, determining the best time to start drawing Social Security benefits, and selecting the right investment vehicles for their retirement savings. Additionally, a retirement planner can help residents of Marblehead plan for the unique challenges of living in a coastal community, such as the potential for flooding and the impact of rising sea levels on property values. With the help of a retirement planner, residents of Marblehead can feel more confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Marblehead, MA could benefit from the expertise of a wealth manager in several ways. For instance, Marblehead is a coastal town with a high cost of living, which means that residents may need help managing their finances to maintain their lifestyle. A wealth manager could assist residents with budgeting, investing, and planning for retirement or other long-term goals. Additionally, many residents of Marblehead work in industries such as finance, healthcare, and education, which may require specialized financial planning. A wealth manager could provide guidance on tax planning, estate planning, and other financial matters that are unique to these professions. Overall, a wealth manager could help residents of Marblehead achieve financial security and peace of mind.

Financial Advisor

Residents of Marblehead, MA could greatly benefit from the guidance of a financial advisor in a number of ways. One specific way is through the advisor's knowledge of the local real estate market. Marblehead is a historic coastal town with a thriving real estate market, and a financial advisor could help residents navigate the complexities of buying or selling property. Additionally, a financial advisor could assist with retirement planning, investment strategies, and debt management. With the high cost of living in the area, it's important for residents to have a solid financial plan in place to ensure a comfortable future. A financial advisor can provide personalized advice and support to help residents achieve their financial goals and secure their financial well-being.

Mortgage Loan Officer

Residents of Marblehead, MA would greatly benefit from the expertise and guidance of a mortgage loan officer. With its picturesque coastal location and historic charm, Marblehead is a desirable place to live, but also comes with a high cost of living. A mortgage loan officer can help residents navigate the complex process of buying a home in Marblehead, from pre-approval to closing. They can also help residents refinance their current mortgages, potentially saving them thousands of dollars in interest over the life of their loan. Additionally, a mortgage loan officer can provide personalized advice on the various loan options available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their unique financial situation. With the help of a mortgage loan officer, residents of Marblehead can achieve their dream of owning a home in this beautiful seaside town.

Tax Services

Residents of Marblehead, MA could greatly benefit from the guidance of a tax advisor. With a high cost of living and a significant number of small business owners, navigating the complex tax code can be overwhelming. A tax advisor can provide valuable insight on tax deductions and credits that may be overlooked, as well as help with tax planning to minimize tax liability. Additionally, with many historic homes in Marblehead, a tax advisor can assist with understanding the tax implications of owning a historic property and taking advantage of any available tax breaks. Overall, a tax advisor can offer personalized advice and peace of mind for residents of Marblehead, MA.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Marblehead, MA can provide a wide range of services to assist individuals in preparing for the future. These services may include drafting wills, trusts, and other estate planning documents, as well as providing guidance on tax planning and asset protection strategies. Additionally, Marblehead, MA is known for its rich history and maritime heritage, which can add a unique layer of complexity to estate planning. For example, an estate planning lawyer in Marblehead may need to consider the impact of waterfront property or historic landmarks on an individual's estate plan, or advise on how to preserve family heirlooms and artifacts with historical significance. Overall, an estate planning lawyer in Marblehead, MA can provide invaluable assistance in navigating the intricacies of estate planning, while also taking into account the unique characteristics of this historic and vibrant community.

Marblehead, MA is the ideal location to find an estate planning lawyer due to its rich history and diverse community. With a population of just over 20,000, this small coastal town boasts a plethora of legal professionals who specialize in estate planning. What sets Marblehead apart from other towns is its unique blend of old-world charm and modern-day convenience. The town is home to several historic landmarks, including the Abbot Hall and the Marblehead Neck Wildlife Sanctuary, making it a popular destination for tourists and residents alike. Additionally, Marblehead is known for its strong sense of community, which is reflected in the quality of legal services provided by its lawyers. Whether you are looking to draft a will, create a trust, or establish a power of attorney, Marblehead's estate planning lawyers have the expertise and experience to help you navigate the complex legal landscape.