Estate Planning Attorneys in Shelton, CT

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List of Firms

Top Shelton, CT Estate Planning Law Firms

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D'Agosto & Howe LLC
5 out of 5
Location 738 Bridgeport Ave, Shelton, CT 06484, USA
Phone (203) 712-0210
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Wright Law Offices
5 out of 5
Location 4 Research Dr Suite 402, Shelton, CT 06484, USA
Phone (203) 881-3131
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Shawn K Splan Law Offices: Tyma James J
Location 215 Coram Ave, Shelton, CT 06484, USA
Phone (203) 924-7898
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Fisher Law Firm LLC, Attorneys & Counselors at Law
4 out of 5
Location 7 Wakely St, Seymour, CT 06483, USA
Phone (203) 828-6191
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Sobocinski Law Offices
Location 9 Lafayette St, Milford, CT 06460, USA
Phone (203) 877-1441
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Jackson Law Group CT
5 out of 5
Location 2 Enterprise Dr #406, Shelton, CT 06484, USA
Phone (203) 951-6249
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Michael J. Leventhal Attorney At Law
4 out of 5
Location 49 Huntington St, Shelton, CT 06484, USA
Phone (203) 712-7176
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Owens, Schine & Nicola, PC
5 out of 5
Location 799 Silver Ln, Trumbull, CT 06611, USA
Phone (203) 375-0600
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Kristin Dorney Foley Attorney
Location 26 Cherry St, Milford, CT 06460, USA
Phone (203) 882-7244
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Wasikowski Law Firm
4 out of 5
Location 26 Cherry St, Milford, CT 06460, USA
Phone (203) 301-8838
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The Law Office of Jonathan A. Wetmore
5 out of 5
Location 4 Huntington St, Shelton, CT 06484, USA
Phone (203) 926-1756
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Estate Planning Lawyers in Shelton, CT

Where Estate Planners in Shelton, CT Serve

Shelton, CT is a vibrant city located in Fairfield County, known for its rich history, diverse neighborhoods, and bustling economy. The city is home to several notable landmarks, including the Shelton History Center, the Shelton Riverwalk, and the Indian Well State Park, all of which attract visitors from near and far. Shelton is also home to several top employers, including BIC Corporation, Pitney Bowes, and Sikorsky Aircraft, which provide thousands of jobs to the local workforce. The city is well-connected to major highways, including I-95, Route 8, and the Merritt Parkway, making it easy for commuters to travel to nearby cities and towns. Shelton is divided into several neighborhoods, each with its own unique character and charm. These include Huntington, White Hills, and Pine Rock Park, all of which offer a variety of housing options and amenities.

Financial Services Related to Estate Planning in Shelton, CT

Banks and Credit Unions

Residents of Shelton, CT can benefit greatly from the services provided by a bank. Firstly, a bank can help individuals and businesses in Shelton to manage their finances effectively. With the ability to open checking and savings accounts, residents can easily keep track of their income and expenses. Additionally, Shelton is home to many small businesses that may require loans or lines of credit to grow and expand. A bank can provide these financial resources to support the local economy. Furthermore, many residents in Shelton may be planning for their future and require assistance with retirement planning, investment management, and estate planning. A bank can offer these services to help residents achieve their financial goals. Overall, a bank can play a vital role in supporting the financial needs of Shelton, CT residents.

Insurance Broker

Residents of Shelton, CT can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help residents is by providing guidance and assistance in selecting the right insurance policies. Shelton is a vibrant city that is home to many thriving businesses, and an insurance broker can help business owners navigate the complex world of commercial insurance. Additionally, with its proximity to major highways and busy roads, Shelton residents can benefit from an insurance broker's expertise in selecting the best auto insurance policies. An insurance broker can also help residents find the best health insurance policies to meet their unique needs, whether it's finding the right coverage for pre-existing conditions or helping them navigate the complexities of the Affordable Care Act. With so many insurance options available, an insurance broker can help Shelton residents make informed decisions and ensure that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Shelton, CT can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help residents of Shelton is by providing guidance on how to maximize their retirement savings while minimizing taxes. Shelton is known for its high property taxes, which can be a burden on retirees living on a fixed income. A retirement planner can help residents navigate the complex tax laws and find ways to reduce their tax liability, allowing them to keep more of their hard-earned money. Additionally, a retirement planner can help residents create a personalized retirement plan that takes into account their unique financial situation and goals, ensuring they have a secure and comfortable retirement.

Wealth Management

Residents of Shelton, CT can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by providing guidance on investment strategies that align with their financial goals. For example, Shelton is home to several large corporations, such as Sikorsky Aircraft and PerkinElmer, which can present unique investment opportunities for residents. A wealth manager can help navigate these opportunities and provide insight on how to best invest in these companies. Additionally, with the median household income in Shelton being higher than the state average, a wealth manager can help residents with tax planning and estate planning to ensure their wealth is managed effectively and efficiently.

Financial Advisor

Residents of Shelton, CT can benefit from the expertise of a financial advisor in several ways. One of the most common ways is by helping individuals and families create a comprehensive financial plan that aligns with their goals and values. This is particularly important in Shelton, where the cost of living is higher than the national average. A financial advisor can help residents navigate the local housing market, plan for retirement, and manage debt. Additionally, a financial advisor can provide guidance on tax planning, investment strategies, and estate planning. With the help of a trusted advisor, residents of Shelton can feel more confident about their financial future and make informed decisions that support their long-term goals.

Mortgage Loan Officer

Residents of Shelton, CT can benefit greatly from the assistance of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help Shelton residents is by guiding them through the process of purchasing a home. With the high cost of living in Connecticut, many Shelton residents may struggle to afford a home without the help of a mortgage loan. A loan officer can help residents navigate the complex process of applying for and securing a mortgage loan, helping them to find the best rates and terms for their unique financial situation. Additionally, with Shelton's growing population and diverse housing market, a mortgage loan officer can provide valuable insights into the local real estate market, helping residents to make informed decisions about their home purchase.

Tax Services

Residents of Shelton, CT can benefit greatly from the expertise of a tax advisor. With its thriving business community and growing population, Shelton residents are faced with a range of tax-related challenges. A tax advisor can help individuals navigate the complex tax code, identify deductions and credits, and minimize their tax liability. For example, many Shelton residents may be eligible for tax breaks related to the state's manufacturing industry, which is a significant contributor to the local economy. A tax advisor can also assist small business owners in Shelton with tax planning and compliance, ensuring that they are taking advantage of all available tax incentives and avoiding costly penalties. Overall, a tax advisor can provide valuable guidance and support to help Shelton residents make informed decisions about their finances and achieve their financial goals.

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