Estate Planning Attorneys in Portland, ME

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List of Firms

Top Portland, ME Estate Planning Law Firms

Murray Plumb & Murray
4 out of 5
Location 75 Pearl St #300, Portland, ME 04104, USA
Phone (207) 773-5651
Directions
Bulger Paul S Attorney at Law
2 out of 5
Location 477 Congress St, Portland, ME 04101, USA
Phone (207) 774-6665
Directions
Jeremy W. Dean, Attorney at Law
5 out of 5
Location 97 India St, Portland, ME 04101, USA
Phone (207) 805-2012
Directions
Carlin & Shapiro, P.A.
5 out of 5
Location 48 Free St Suite 260, Portland, ME 04101, USA
Phone (207) 775-2882
Directions
Curtis Thaxter LLC
Location 1 Canal Plaza # 1000, Portland, ME 04101, USA
Phone (207) 774-9000
Directions
Garganese Financial Group
5 out of 5
Location 254 Commercial St Suite 245, Portland, ME 04101, USA
Phone (207) 838-8458
Directions
Houlihan Law
5 out of 5
Location 254 Commercial St Suite 245, Portland, ME 04101, USA
Phone (857) 444-9616
Directions
Estate Planning Lawyers in Portland, ME

Where Estate Planners in Portland, ME Serve

Portland, ME is a vibrant city on the coast of Maine. It boasts a rich history and a thriving economy, with a variety of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in Portland include the Portland Head Light, which is one of the oldest lighthouses in the country, as well as the Old Port district, which is known for its charming cobblestone streets and historic architecture. In terms of top employers, Portland is home to a diverse range of industries, including healthcare, education, and technology. Some of the largest employers in the city include Maine Medical Center, the University of Southern Maine, and WEX, a global payments technology company. When it comes to major highways and streets, Portland is easily accessible from I-295, which runs north-south through the city. Other major roads in the area include Route 1, which follows the coast of Maine, and Route 302, which connects Portland to the western part of the state.

Financial Services Related to Estate Planning in Portland, ME

Banks and Credit Unions

Residents of Portland, ME can benefit from a bank in several ways. Firstly, a bank can help them manage their finances effectively by providing them with various savings and investment options. Secondly, a bank can assist them in obtaining loans for different purposes such as home renovation, car purchase, and education. Additionally, banks can offer credit cards, debit cards, and online banking services to make transactions easier and more convenient. One specific aspect of Portland, ME that a bank can help with is the city's thriving arts and culture scene. Many banks in the area offer special programs and grants to support local artists and cultural organizations, which can help to further enrich the community. Overall, a bank can be a valuable resource for residents of Portland, ME, helping them to achieve their financial goals and contribute to the local community.

Insurance Broker

Residents of Portland, ME can benefit greatly from an insurance broker in a number of ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. This is especially important in Portland, where the weather can be unpredictable and residents may need specific coverage for things like flooding or wind damage. Additionally, an insurance broker can help residents save money by finding them discounts and bundling policies together. This can be especially helpful in a city like Portland, where the cost of living can be high. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Portland, ME.

Retirement Planning

Residents of Portland, ME can benefit greatly from the guidance of a retirement planner. With the city's high cost of living and fluctuating job market, it can be difficult for individuals to plan for their future financial security. A retirement planner can provide personalized advice on how to save for retirement, invest wisely, and make the most of available retirement accounts. Additionally, they can assist with navigating the complex Social Security system and creating a comprehensive estate plan. For those living in Portland, ME, a retirement planner can be especially helpful in navigating the unique challenges of the local economy and ensuring a comfortable retirement.

Wealth Management

Residents of Portland, ME could benefit from the expertise of a wealth manager in a number of ways. For example, a wealth manager could help them navigate the local real estate market, which can be competitive and challenging. They could also help residents plan for retirement, which is especially important given the aging population in Portland. Additionally, a wealth manager could assist with tax planning, which can be particularly complex in Maine due to the state's unique tax laws. By working with a wealth manager, residents of Portland could feel more confident about their financial future and better equipped to achieve their long-term goals.

Financial Advisor

Residents of Portland, ME could benefit greatly from the guidance of a financial advisor. With the city's high cost of living and competitive job market, it can be challenging for individuals to navigate their finances effectively. A financial advisor can provide personalized advice on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, with Portland's strong focus on sustainable living and local businesses, a financial advisor can assist in making socially responsible investment decisions that align with the community's values. Overall, a financial advisor can provide valuable support to Portland residents in managing their finances and achieving long-term financial stability.

Mortgage Loan Officer

Residents of Portland, ME would greatly benefit from the expertise and guidance of a mortgage loan officer. With Portland being a popular tourist destination, many residents may be looking to purchase a second home or investment property. A mortgage loan officer can help navigate the complexities of obtaining a loan for these types of properties. Additionally, with Portland's housing market being highly competitive, a loan officer can assist in securing a pre-approval letter to make a strong offer on a home. Furthermore, with the city's diverse population and varying income levels, a loan officer can provide options for different types of loans and programs that may be available to assist with the home buying process. Overall, a mortgage loan officer can provide invaluable support to residents of Portland, ME looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Portland, ME can benefit greatly from the expertise of a tax advisor. With the city's high cost of living and complex tax laws, having a professional to navigate the system can save both time and money. A tax advisor can help residents maximize their deductions, avoid penalties, and ensure compliance with local and state tax regulations. Additionally, with Portland's growing population of small business owners and entrepreneurs, a tax advisor can provide invaluable guidance on tax planning, business structure, and financial management. Whether you're a homeowner, freelancer, or small business owner, a tax advisor can provide personalized advice tailored to your unique situation and help you achieve your financial goals.

Portland, ME Financial Resources

Portland, ME Chamber of Commerce

https://www.portlandregion.com/

Portland, ME City Hall

https://www.portlandmaine.gov/

Portland, ME Public Library

https://www.portlandlibrary.com/

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