Estate Planning Attorneys in Sandwich, MA

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List of Firms

Top Sandwich, MA Estate Planning Law Firms

Kennan Law Offices
5 out of 5
Location 71 Merchants Road 6A, Unit #3, Sandwich, MA 02563, USA
Phone (508) 888-7111
Dunning, Kirrane, McNichols & Garner, LLP
Location 33 Village Dr, East Sandwich, MA 02537, USA
Phone (508) 477-6500
Blank & Solomon
4 out of 5
Location 449 MA-130 STE 6, Sandwich, MA 02563, USA
Phone (508) 888-5900
Estate Planning Lawyers in Sandwich, MA

Where Estate Planners in Sandwich, MA Serve

Sandwich, MA is a picturesque town located on Cape Cod, known for its stunning beaches and historic landmarks. The town boasts several notable landmarks, including the Sandwich Glass Museum, the Hoxie House, and the Dexter Grist Mill. These landmarks provide a glimpse into the town's rich history and culture. In terms of top employers, Sandwich is home to a variety of businesses, including the Sandwich Public Schools, the Sandwich Chamber of Commerce, and the Cape Cod Healthcare. These organizations provide ample opportunities for employment in the area. When it comes to major highways and streets, Sandwich is situated at the intersection of Route 6 and Route 130, making it easily accessible from other parts of Cape Cod and beyond. Additionally, the town is home to several notable neighborhoods, including Forestdale, East Sandwich, and Sandwich Village, each with its own unique charm and character. Overall, Sandwich, MA is a vibrant and thriving community that offers something for everyone.

Financial Services Related to Estate Planning in Sandwich, MA

Banks and Credit Unions

Residents of Sandwich, MA would benefit from a bank in a variety of ways. For instance, a bank could help them manage their finances more effectively through savings and checking accounts, as well as investment opportunities. Additionally, a bank could provide loans to residents who are looking to purchase a home or start a business. In a town like Sandwich, which is known for its historic charm and beautiful beaches, a bank could also offer specialized services such as vacation home financing or boat loans. Overall, a bank would provide the residents of Sandwich with the financial resources and expertise they need to achieve their goals and lead successful lives.

Insurance Broker

Residents of Sandwich, MA would benefit greatly from the services of an insurance broker. Sandwich is a beautiful town located on Cape Cod, known for its historic charm and scenic beaches. However, living in a coastal community can come with its own set of risks, such as flooding and hurricane damage. An insurance broker can assist residents in finding the right coverage for their homes and properties, ensuring that they are protected in the event of a natural disaster. Additionally, with the town's growing population of retirees, an insurance broker can help seniors navigate the complexities of Medicare and supplemental health insurance. Overall, an insurance broker can provide valuable guidance and peace of mind to the residents of Sandwich, MA.

Retirement Planning

Residents of Sandwich, MA can benefit greatly from the services of a retirement planner. Sandwich is a popular retirement destination due to its picturesque location on Cape Cod and its rich history. A retirement planner can help individuals in Sandwich navigate the complex world of retirement planning, including managing investments, creating a retirement income plan, and developing a long-term care strategy. Additionally, a retirement planner can help Sandwich residents take advantage of unique opportunities, such as the Massachusetts Homestead Act, which provides protection for a portion of a homeowner's equity. With the help of a retirement planner, residents of Sandwich can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Sandwich, MA could benefit greatly from the services of a wealth manager. With its picturesque setting on Cape Cod, Sandwich is a popular destination for retirees and second-homeowners. A wealth manager can help these individuals navigate the complexities of retirement planning, estate planning, and investment management. Additionally, Sandwich is home to a number of small businesses and entrepreneurs who may need assistance with financial planning and tax strategies. A wealth manager can provide valuable guidance in these areas, helping these businesses to thrive and grow. Overall, a wealth manager can help residents of Sandwich, MA to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Sandwich, MA could greatly benefit from the services of a financial advisor in a number of ways. For example, with a high proportion of retirees living in the town, a financial advisor could offer valuable guidance on how to make the most of their retirement savings and ensure they have enough money to last throughout their retirement years. Additionally, with the town's location on Cape Cod, many residents may own vacation homes or rental properties, which can be a complex financial matter to navigate. A financial advisor could provide advice on how to manage these properties and maximize their investment potential. Overall, a financial advisor can help residents of Sandwich, MA make informed decisions about their finances and plan for a secure financial future.

Mortgage Loan Officer

Residents of Sandwich, MA can greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in the Cape Cod area, many residents may need assistance when it comes to securing a mortgage for their dream home. A loan officer can help residents navigate the complex process of obtaining a mortgage, including choosing the right type of loan, understanding interest rates and terms, and ensuring that all necessary documentation is in order. Additionally, a loan officer can provide guidance on local resources and programs that may be available to Sandwich residents, such as first-time homebuyer assistance or special loan programs for veterans. With the help of a knowledgeable loan officer, Sandwich residents can feel confident and informed throughout the home-buying process.

Tax Services

Residents of Sandwich, MA could greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor could help residents is by providing guidance on how to navigate the complex tax laws and regulations specific to Massachusetts. For example, Sandwich is a popular tourist destination, which means that many residents may have rental properties or operate small businesses catering to tourists. A tax advisor could help these individuals understand the tax implications of their business activities and ensure they are taking advantage of all available deductions and credits. Additionally, with the recent changes to federal tax laws, a tax advisor could help Sandwich residents understand how these changes may impact their state and local taxes. Overall, a tax advisor could provide invaluable assistance to Sandwich residents in navigating the intricacies of tax laws and regulations, ultimately helping them save money and avoid costly mistakes.


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