Estate Planning Attorneys in Malden, MA

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List of Firms

Top Malden, MA Estate Planning Law Firms

Law Office of Thomas P. Glynn
5 out of 5
Location 537 Broadway, Everett, MA 02149, USA
Phone (617) 454-4410
Directions
Gomes & Associates, LLC
5 out of 5
Location 649 Broadway, Malden, MA 02148, USA
Phone (617) 524-6600
Directions
Law Offices of Maureen E. Lane
4 out of 5
Location 90 Salem St, Malden, MA 02148, USA
Phone (781) 321-9594
Directions
Monteforte Law, P.C.
5 out of 5
Location 300 Tradecenter Dr Suite 5640, Woburn, MA 01801, USA
Phone (978) 396-4690
Directions
Estate Planning Lawyers in Malden, MA

Where Estate Planners in Malden, MA Serve

Malden, MA is a vibrant city located just north of Boston. Its rich history is evident in its many landmarks, including the Malden Public Library, the Bell Rock Memorial Park, and the historic Malden City Hall. The city is also home to several top employers, including the Massachusetts General Hospital, the Cambridge Health Alliance, and the Boston Children's Hospital. Major highways and streets in Malden include Route 1, Route 16, and the Fellsway. These roads provide easy access to neighboring cities and towns, as well as to Boston and other major cities in the region. Malden is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include Maplewood, Edgeworth, Forestdale, and Linden. Each neighborhood offers a variety of housing options, from historic homes to modern apartments, making Malden a great place to call home for people of all ages and backgrounds.

Financial Services Related to Estate Planning in Malden, MA

Banks and Credit Unions

Residents of Malden, MA would be helped by a bank in a number of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. In a city like Malden where the cost of living can be high, having a bank that offers competitive interest rates and low fees can make a big difference in people's financial well-being. Additionally, many banks offer online and mobile banking services, which can be especially useful for busy residents who may not have time to visit a physical branch. For example, someone who works long hours in Boston may appreciate the convenience of being able to check their account balance and pay bills from their smartphone on their commute home to Malden. Overall, having a reliable and accessible bank can help residents of Malden manage their money and achieve their financial goals.

Insurance Broker

Residents of Malden, MA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on insurance policies that are specifically tailored to the needs of Malden residents. For example, Malden is a densely populated city with a high number of commuters. As a result, an insurance broker can help residents find the right auto insurance policy that provides adequate coverage for their daily commute. Additionally, Malden is located in an area that is prone to extreme weather conditions, such as heavy snowfall and hurricanes. An insurance broker can help residents find policies that provide coverage for these types of events, ensuring that they are protected in the event of a natural disaster. Overall, an insurance broker can provide invaluable assistance to residents of Malden, MA by helping them find the right insurance policies to meet their unique needs and circumstances.

Retirement Planning

Residents of Malden, MA can benefit from the guidance of a retirement planner in a number of ways. For example, the planner can help them navigate the complex world of retirement savings and investment options, ensuring that they are making the most of their resources and maximizing their potential for future growth. Additionally, the planner can provide personalized advice on how to manage debt, reduce expenses, and plan for unexpected expenses, all of which can be particularly important for residents of Malden, where the cost of living can be high. With the help of a retirement planner, residents can feel more confident and secure in their financial future, knowing that they have a plan in place that is tailored to their unique needs and goals.

Wealth Management

Residents of Malden, MA could benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could assist with retirement planning, investment management, and tax planning. Specifically in Malden, MA, a wealth manager could help residents navigate the high cost of living in the area. With the average home price in Malden being over $500,000, a wealth manager could offer guidance on how to save for a down payment and manage mortgage payments. Additionally, a wealth manager could provide advice on how to budget for the high cost of healthcare in the state of Massachusetts. Overall, a wealth manager could be a valuable resource for residents of Malden looking to secure their financial future.

Financial Advisor

Residents of Malden, MA can greatly benefit from the expertise of a financial advisor. With the high cost of living in the Greater Boston area, many individuals and families struggle to make ends meet. A financial advisor can help Malden residents create a budget, manage their debt, and plan for their future financial goals. Additionally, Malden has a diverse population with many immigrants and first-generation Americans who may not be familiar with the American financial system. A financial advisor can provide guidance on navigating the complexities of taxes, investments, and retirement planning, ensuring that all residents have access to the resources they need to thrive.

Mortgage Loan Officer

Residents of Malden, MA could benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is through assistance with the home buying process. Malden is a city with a diverse population and a range of housing options, from historic homes to modern apartments. A mortgage loan officer can help residents navigate the complexities of the home buying process, from finding the right property to securing financing. They can also provide guidance on the various mortgage options available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their individual needs. Additionally, a mortgage loan officer can assist residents with refinancing their existing mortgages, which can help lower monthly payments and save money in the long run. Overall, the expertise of a mortgage loan officer can be invaluable for residents of Malden looking to buy or refinance a home.

Tax Services

Residents of Malden, MA could greatly benefit from the expertise of a tax advisor. With a population of over 60,000 people, there are a variety of tax situations that could arise. For example, many residents in Malden work in Boston and may need guidance on how to properly file their taxes as a commuter. Additionally, Malden is home to a diverse community with a range of income levels, making it important for residents to understand the tax implications of their financial situation. A tax advisor can help residents navigate the complexities of tax laws and ensure that they are taking advantage of all available deductions and credits. Whether it's preparing tax returns, providing advice on tax planning, or representing clients in audits, a tax advisor can provide invaluable assistance to residents of Malden.

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