Estate Planning Attorneys in Waltham, MA

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List of Firms

Top Waltham, MA Estate Planning Law Firms

Beliveau Law Group, LLC
5 out of 5
Location 2 Winter St #102, Waltham, MA 02451, USA
Phone (781) 890-8600
Language https://www.beliveaulaw.net/
Directions
Cushing & Dolan, P.C.
4 out of 5
Location 375 Totten Pond Rd Suite 200, Waltham, MA 02451, USA
Phone (617) 523-1555
Language https://www.cushingdolan.com/?npcmp=dir:local:2007528:02451
Directions
Senior Solutions LLC, Attorneys at Law
5 out of 5
Location 30 Church St #210, Belmont, MA 02478, USA
Phone (617) 489-5900
Language http://www.seniorsolutionsinfo.com/
Directions
Keaveney Kathleen A
5 out of 5
Location 85 Central St, Waltham, MA 02453, USA
Phone (781) 894-6100
Language http://www.kathleenkeaveneylaw.com/
Directions
James A. Scanlon, Attorney at Law
4 out of 5
Location 403 Main St, Waltham, MA 02452, USA
Phone (781) 899-8500
Language http://www.jscanlaw.com/
Directions
Hale & McCaul PLLC
5 out of 5
Location 260 Bear Hill Rd suite 204, Waltham, MA 02451, USA
Phone (781) 703-5867
Language http://halemccaullaw.com/
Directions
Liane Zeitz, Esq.
Location 393 Totten Pond Rd Suite 402, Waltham, MA 02451, USA
Phone (781) 326-5005
Language http://www.lzeitzlaw.com/
Directions
Family Estate Planning Law Group
5 out of 5
Location 6 Kimball Ln #130, Lynnfield, MA 01940, USA
Phone (781) 246-8200
Language https://www.feplg.com/?utm_source=GMB
Directions
Topkins & Bevans
5 out of 5
Location 255 Bear Hill Rd STE 3, Waltham, MA 02451, USA
Phone (781) 890-6230
Language http://topbev.com/
Directions
Dwyer, Spino & Goncalves, LLC
5 out of 5
Location 300 Washington St #450, Newton, MA 02458, USA
Phone (617) 244-2665
Language http://dsglawllc.com/
Directions
Lui & Frasca
Location 450 Lexington St # 104, Auburndale, MA 02466, USA
Phone (781) 431-7000
Language https://www.luifrasca.com/home/
Directions
Canner Law & Associates, P.C.
5 out of 5
Location 200 Highland Ave #304, Needham Heights, MA 02494, USA
Phone (781) 444-7766
Language http://cannerlaw.com/
Directions
Leclair & Leclair PC
1 out of 5
Location 135 Beaver St, Waltham, MA 02452, USA
Phone (781) 893-5655
Language https://www.leclairlaw.com/
Directions
Gosselin & Kyriakidis, P.C.
5 out of 5
Location 635 Massachusetts Ave #100, Arlington, MA 02476, USA
Phone (781) 782-6000
Language https://www.eldercrisislaw.com/
Directions
Albanese Law, LLC
5 out of 5
Location 487 Adams St, Milton, MA 02186, USA
Phone (617) 698-2100
Language https://www.albaneselawllc.com/?npcmp=dir:local:4422999:02186
Directions
Estate Planning Lawyers in Waltham, MA

Where Estate Planners in Waltham, MA Serve

Waltham, MA is a vibrant city located in Middlesex County, Massachusetts, with a rich history and a plethora of landmarks. From the iconic Charles River Museum of Industry and Innovation to the historic Gore Estate and the stunning Lyman Estate, Waltham is a city that is steeped in history and culture. Top employers in the city include Raytheon Technologies, Brandeis University, and Waltham Public Schools, among others. These employers offer a wide range of job opportunities for residents, making Waltham an attractive destination for those looking for a career change. Major highways and streets in Waltham include Interstate 95, Route 2, and Route 20, providing easy access to nearby cities and towns. Additionally, the city is home to a number of neighborhoods, each with its own unique character and charm. From the bustling downtown area to the peaceful residential streets of Cedarwood and the Highlands, Waltham has something for everyone.

Financial Services Related to Estate Planning in Waltham, MA

Banks and Credit Unions

Residents of Waltham, MA can benefit from a bank in numerous ways. For starters, they can open a checking or savings account to manage their finances more efficiently. This is especially important for those who live in Waltham, as the cost of living in the area is relatively high compared to other cities in Massachusetts. Additionally, banks in Waltham can provide residents with loans to help them buy a home or pay for education. This is particularly useful for those who want to settle down in Waltham, which is known for its excellent schools and thriving job market. Finally, banks in Waltham can offer financial advice to help residents make informed decisions about their money. This is particularly important for those who are new to the area and may not be familiar with the local economy. Overall, banks in Waltham can be a valuable resource for anyone looking to improve their financial situation and secure their future in this vibrant city.

Insurance Broker

Residents of Waltham, MA can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. This is especially important in Waltham, where the cost of living is relatively high compared to other areas in the state. An insurance broker can help residents find affordable policies for their homes, cars, and health, which can save them money in the long run. Additionally, an insurance broker can provide valuable guidance when it comes to filing claims and dealing with insurance companies. With the help of an insurance broker, residents of Waltham can have peace of mind knowing that they are protected and well taken care of.

Retirement Planning

Residents of Waltham, MA can benefit greatly from the services of a retirement planner. A retirement planner can help individuals create a comprehensive plan that takes into account their unique financial situation and retirement goals. Waltham, MA is a city with a diverse population, and a retirement planner can provide tailored advice to residents based on their specific needs. For example, Waltham has a large population of college students and young professionals, who may need guidance on how to start saving for retirement early on in their careers. Additionally, Waltham has a significant elderly population, and a retirement planner can help seniors navigate the complexities of Social Security, Medicare, and other retirement benefits. Overall, a retirement planner can help residents of Waltham, MA achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Waltham, MA can benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager can be particularly helpful is in navigating the local real estate market. As a suburb of Boston, Waltham has seen a significant increase in property values in recent years, making it a desirable location for homebuyers. A wealth manager can assist residents in making informed decisions about purchasing or selling property, as well as managing their overall real estate portfolio. Additionally, a wealth manager can help residents plan for retirement, invest wisely, and manage their finances to achieve their long-term financial goals. With the guidance of a skilled wealth manager, residents of Waltham can feel confident in their financial future.

Financial Advisor

Residents of Waltham, MA can benefit from the guidance and expertise of a financial advisor in a number of ways. For example, a financial advisor can help residents navigate the local real estate market, which can be particularly competitive and fast-paced. Additionally, a financial advisor can help residents plan for retirement and make the most of their investments, taking into account the unique economic landscape of the area. With the help of a financial advisor, residents of Waltham can feel more confident about their financial future and make informed decisions that will help them achieve their goals.

Mortgage Loan Officer

Residents of Waltham, MA could benefit greatly from the assistance of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without the guidance and expertise of a loan officer. Additionally, Waltham is a popular location for young professionals and families due to its proximity to Boston and its excellent school system. A loan officer can help residents navigate the complex process of securing a mortgage and finding the best rates and terms to fit their unique financial situation. They can also provide valuable advice on the local real estate market and help residents make informed decisions about purchasing a home in Waltham. Overall, a mortgage loan officer can be an invaluable resource for residents of Waltham looking to achieve their dream of homeownership.

Tax Services

Residents of Waltham, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Waltham residents is by providing guidance on how to navigate the state's complex tax laws. Massachusetts has some unique tax laws, such as the state's flat income tax rate and its sales tax on certain services, that can be confusing for taxpayers. A tax advisor can help Waltham residents understand these laws and ensure they are taking advantage of all available deductions and credits. Additionally, Waltham has a growing population of small business owners who can benefit from the advice of a tax advisor on issues such as payroll taxes and business deductions. Overall, a tax advisor can provide invaluable assistance to Waltham residents in maximizing their tax savings and minimizing their tax liabilities.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Waltham, MA can provide a range of essential services to ensure that your assets are protected and distributed according to your wishes. These services can include drafting wills, creating trusts, establishing power of attorney, and developing healthcare directives. One specific aspect of estate planning in Waltham, MA is the consideration of Massachusetts state law, which can differ from other states and impact the distribution of assets. Additionally, estate planning lawyers in Waltham, MA can assist with minimizing estate taxes and avoiding probate court, which can be a lengthy and costly process. By working with an experienced estate planning lawyer in Waltham, MA, individuals can have peace of mind knowing that their assets and legacy are protected.

Waltham, MA is undoubtedly the best place to get an estate planning lawyer for several reasons. Firstly, the city is home to some of the most experienced and knowledgeable estate planning lawyers in the state. These lawyers have a deep understanding of the complexities of estate planning and can provide you with comprehensive legal advice tailored to your specific needs. Moreover, Waltham, MA has a rich history of legal excellence, with a long tradition of producing some of the most renowned legal minds in the country. This legacy has created a culture of excellence and professionalism in the legal community, which is reflected in the quality of service provided by estate planning lawyers in the city. Additionally, Waltham, MA boasts a vibrant and diverse community, which means that estate planning lawyers in the city have experience working with clients from all walks of life. This diversity has helped to shape the legal landscape in Waltham, MA, making it a hub of innovation and creativity in the field of estate planning.