Estate Planning Attorneys in Middlebury, VT

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Top Middlebury, VT Estate Planning Law Firms

Caffry Law, PLLC
Location 46 S Main St #3a, Waterbury Village Historic District, VT 05676, USA
Phone (802) 882-8163
Marsh & Wagner, PC
5 out of 5
Location 62 Court St, Middlebury, VT 05753, USA
Phone (802) 388-4026
Lynch & Foley, PC
4 out of 5
Location 7 Washington St, Middlebury, VT 05753, USA
Phone (802) 388-7933
Foley Jas C
Location 7 Washington St, Middlebury, VT 05753, USA
Phone (802) 388-7933
Champlain Valley Law- Injury Lawyer Drew Palcsik
5 out of 5
Location 3 Mill St suite b, Middlebury, VT 05753, USA
Phone (802) 382-0062
Mitchell L. Pearl
Location 111 S Pleasant St, Middlebury, VT 05753, USA
Phone (802) 388-6356
NorthEast Estates and Trusts, PLLC
5 out of 5
Location 181 Falls Rd, Shelburne, VT 05482, USA
Phone (802) 985-8811
Brennan, Punderson & Donahue, PLLC
5 out of 5
Location 1317 Davis Rd, Monkton, VT 05469, USA
Phone (802) 453-8400
Lisman Leckerling PC
4 out of 5
Location 84 Pine St, Burlington, VT 05401, USA
Phone (802) 864-5756
BarrSternberg Moss Silver & Munson PC
4 out of 5
Location 507 Main St, Bennington, VT 05201, USA
Phone (802) 442-6341
Peter Langrock
3 out of 5
Location 111 S Pleasant St, Middlebury, VT 05753, USA
Phone (802) 388-6356
Davidov Law Group
5 out of 5
Location 1981 Marcus Ave Suite 231, New Hyde Park, NY 11042, USA
Phone (516) 587-5555
Wilson Benjamin L
5 out of 5
Location 111 S Pleasant St, Middlebury, VT 05753, USA
Phone (802) 388-6356
Estate Planning Lawyers in Middlebury, VT

Where Estate Planners in Middlebury, VT Serve

Middlebury, VT is a small town in the middle of Vermont. It is known for its colleges and liberal arts programs, as well as its charming downtown and beautiful scenery. Some of the major landmarks in Middlebury include the Robert Frost Homestead, the Middlebury College campus, and the Otter Creek Falls. The top employers in Middlebury are the college itself and two hospitals, Porter Medical Center and Rutland Regional Medical Center. The major highways and streets in Middlebury are Route 7 and Route 125. The neighborhoods in Middlebury are mainly concentrated in the downtown area.

Financial Services Related to Estate Planning in Middlebury, VT

Banks and Credit Unions

Banks in Middlebury, VT provide a variety of financial services to residents, from checking and savings accounts to loans and mortgages. They also offer a range of services for businesses, including commercial loans, lines of credit, and merchant services. In addition, many banks have ATMs and branches in the area, making it easy for residents to access their money when they need it.

Insurance Broker

Residents of Middlebury, VT have a variety of insurance needs that can be best serviced by an insurance broker. An insurance broker is someone who helps you find the right insurance policy for your needs and budget. They work with a variety of different insurance companies, so they can find you the best deal on coverage. They can also help you file claims and answer any questions you have about your policy. If you're looking for quality, affordable coverage, an insurance broker is the best person to talk to.

Retirement Planning

Middlebury, VT residents can benefit from retirement planning in a number of ways. By starting to plan for retirement now, individuals can ensure that they have enough money saved up to cover their costs during retirement. Additionally, by working with a financial planner, Middlebury residents can create a plan that will help them make the most of their retirement savings. Finally, by starting early, retirees in Middlebury can allow their investments plenty of time to grow.

Wealth Management

If you live in Middlebury, VT, you may be wondering how you can benefit from wealth management services. There are a few key reasons why this is a good idea: 1. You can get help creating and evaluating investment plans. 2. You can get assistance with tax planning and preparation. 3. You can receive guidance on estate planning issues. 4. You can have access to a team of professionals who will work with you to achieve your financial goals.

Financial Advisor

Middlebury, VT residents have a wide variety of financial needs which can be met by the right financial advisor.Some residents may need help creating and sticking to a budget, others may need assistance investing for retirement, and still others may need help sorting through their various insurance options. A good financial advisor will be able to sit down with each individual or family and create a plan specifically tailored to their needs.In addition to one-on-one consultations, many financial advisors also offer group workshops on specific topics like budgeting or investing. This is a great way for Middlebury, VT residents to learn about important money matters without having to commit to a one-on-one meeting.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to Middlebury, VT residents. These services can include helping people find the best mortgage rates, counseling on home buying, and helping people through the entire loan process. Many mortgage loan officers also have years of experience in the industry, which means they can provide valuable advice to their clients.

Tax Services

Residents of Middlebury, VT can take advantage of the many services offered by tax accountants. Services include preparing and filing tax returns, consulting on tax planning and preparation, and representing clients before the IRS. Tax accountants can also help businesses with bookkeeping, financial statement preparation, and other accounting needs.


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