Estate Planning Attorneys in Peabody, MA

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List of Firms

Top Peabody, MA Estate Planning Law Firms

Mark M. Gershlak Attorney at Law
5 out of 5
Location 515 Lowell St Suite 5, Peabody, MA 01960, USA
Phone (978) 532-2300
Directions
Arvanites Law Group
5 out of 5
Location 7 Essex Green Dr STE 5, Peabody, MA 01960, USA
Phone (978) 777-5100
Directions
Plunkett & Rando, P.C. Real Estate Attorneys
5 out of 5
Location 265 Essex St, Salem, MA 01970, USA
Phone (978) 744-2555
Directions
Simmons & Schiavo, LLP - Attorneys at Law
5 out of 5
Location 400 Tradecenter Dr #4800, Woburn, MA 01801, USA
Phone (781) 397-1700
Directions
Estate Planning Lawyers in Peabody, MA

Where Estate Planners in Peabody, MA Serve

Peabody, MA is a bustling city in Essex County, Massachusetts, with an array of landmarks, top employers, major highways and streets, and neighborhoods. The city is home to the historic Brooksby Farm, which offers visitors the opportunity to pick their own fruits and vegetables, and the Peabody Essex Museum, a world-renowned art museum. The city's top employers include Analogic Corporation, Osram Sylvania, and the Lahey Clinic. Peabody is situated near major highways, including Route 1 and Route 128, making it easily accessible to nearby cities such as Boston and Salem. The city is also home to a variety of neighborhoods, including West Peabody, South Peabody, and Downtown Peabody, each with its unique charm and character.

Financial Services Related to Estate Planning in Peabody, MA

Banks and Credit Unions

Residents of Peabody, MA would be helped by 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. For example, a Peabody resident may need a loan to start a small business or purchase a home. Additionally, many banks offer online banking services, which can be particularly helpful for busy residents who may not have time to visit a physical branch. Another specific way that a bank could help residents of Peabody is by offering financial education and resources tailored to the unique needs of the community. For example, the bank may provide workshops on budgeting or offer resources for first-time homebuyers. Overall, a bank can play an important role in helping residents of Peabody achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Peabody, MA can benefit greatly from the services of an insurance broker. With so many different types of insurance available, it can be overwhelming to navigate the options and find the right coverage for your needs. An insurance broker can help residents of Peabody, MA by providing personalized recommendations based on their unique situation. For example, Peabody is home to many small businesses, and an insurance broker can help these business owners find the right coverage to protect their assets and employees. Additionally, with the unpredictable New England weather, an insurance broker can help residents of Peabody, MA find the right home and auto insurance to protect them from any unexpected events. Overall, an insurance broker can be a valuable resource for anyone in Peabody, MA looking to protect themselves and their assets.

Retirement Planning

Residents of Peabody, MA can benefit greatly from the guidance of a retirement planner. With a population of over 50,000, Peabody is a bustling city that offers a variety of activities and amenities for its residents. A retirement planner can help individuals in Peabody navigate the complexities of retirement planning, such as determining the best time to retire, calculating retirement income needs, and developing a comprehensive retirement plan. Additionally, a retirement planner can provide guidance on how to maximize retirement benefits, such as Social Security and Medicare, which can be especially important for Peabody residents who may have unique healthcare needs due to the city's older population. With the help of a retirement planner, residents of Peabody can feel confident in their retirement plans and enjoy all that their city has to offer.

Wealth Management

Residents of Peabody, MA can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help them create a personalized financial plan that takes into account their income, expenses, and long-term goals. Secondly, a wealth manager can help residents of Peabody, MA invest their money in a way that maximizes returns while minimizing risk. This is especially important in a city like Peabody, which has a growing population and a thriving economy. Thirdly, a wealth manager can provide advice on estate planning, retirement planning, and tax planning, which can help residents of Peabody, MA prepare for the future and ensure that their wealth is protected. Overall, a wealth manager can be a valuable resource for anyone in Peabody, MA who wants to take control of their finances and build a secure financial future.

Financial Advisor

Residents of Peabody, MA can benefit greatly from the guidance of a financial advisor. With the cost of living in Peabody being higher than the national average, a financial advisor can assist in creating a budget and managing expenses to ensure financial stability. Additionally, with a median household income of $79,000, a financial advisor can provide investment advice to help residents grow their wealth and plan for retirement. Furthermore, with the high property values in Peabody, a financial advisor can help residents navigate the real estate market and make informed decisions when buying or selling a home. Overall, a financial advisor can provide valuable insights and strategies to help residents of Peabody achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Peabody, MA can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, a loan officer can help residents navigate the complex world of mortgage lending, ensuring that they receive the best possible rates and terms on their loans. Additionally, loan officers can help residents understand the unique housing market in Peabody, which is known for its diverse range of properties and neighborhoods. Whether residents are looking to purchase their first home or refinance an existing mortgage, a loan officer can provide valuable guidance and support throughout the process, helping them achieve their homeownership goals.

Tax Services

Residents of Peabody, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Peabody residents is by ensuring that they are taking advantage of all available tax deductions and credits. For example, Peabody is home to a significant number of small businesses, and a tax advisor can help these entrepreneurs navigate the complex tax code to maximize their deductions and minimize their tax liability. Additionally, Peabody residents who own rental properties or have complex investment portfolios may also benefit from the assistance of a tax advisor to ensure that they are in compliance with all applicable tax laws and regulations. Overall, a tax advisor can provide invaluable guidance and support to Peabody residents, helping them to make informed decisions and achieve their financial goals.

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