Estate Planning Attorneys in Chatham, NY

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List of Firms

Top Chatham, NY Estate Planning Law Firms

Papa Salvatore F
Location 510 Co Rd 32, Chatham, NY 12037, USA
Phone (518) 766-4732
Law Office of Mitchell Khosrova
5 out of 5
Location 20 Park Row, Chatham, NY 12037, USA
Phone (518) 392-3329
William J. Better, P.C., Attorneys at Law
5 out of 5
Location 1 Albany Ave, Kinderhook, NY 12106, USA
Phone (518) 758-1511
Law Offices of Leslie Sultan
5 out of 5
Location 1225 Franklin Ave suite 325, Garden City, NY 11530, USA
Phone (516) 908-8529
Lindstedt Bethene L
Location Bethene, Chatham, NY 12037, USA
Phone (518) 392-7451
Longstreet Scott P
Location 597 Albany Turnpike, Old Chatham, NY 12136, USA
Phone (518) 766-5959
Cappozzo Fred J
5 out of 5
Location 14 Park Row, Chatham, NY 12037, USA
Phone (518) 392-3288
Bowers & del Peral, PLLC Morgen M. Bowers
5 out of 5
Location 22 Park Row, Chatham, NY 12037, USA
Phone (518) 392-9550
Estate Planning Lawyers in Chatham, NY

Where Estate Planners in Chatham, NY Serve

Chatham, NY is a quaint village nestled in the heart of Columbia County. Its charming streets are lined with historic homes and unique shops, making it a popular destination for tourists and locals alike. The village is home to several landmarks, including the Chatham Clock Tower and the Crandell Theatre, which has been entertaining audiences since 1926. Top employers in the area include the Chatham Central School District, Blass Communications, and the Chatham Brewing Company. Major highways that pass through Chatham include Route 295 and Route 66, making it easily accessible from nearby cities like Albany and Pittsfield. Chatham is divided into several neighborhoods, each with its own distinct character. The Old Village is known for its picturesque streets and historic architecture, while the West End is home to many of the village's businesses and restaurants. Other neighborhoods include the North End, the South End, and the Hillside.

Financial Services Related to Estate Planning in Chatham, NY

Banks and Credit Unions

Residents of Chatham, NY would be helped by a bank in a number of ways. For one, a bank could provide them with access to financial products and services that would help them manage their money more effectively. This might include things like checking and savings accounts, loans, credit cards, and investment products. Additionally, a bank could offer financial education and resources to help residents make informed decisions about their finances. For example, they might offer workshops on budgeting, saving for retirement, or investing in the stock market. Finally, a bank could provide residents with a safe and secure place to store their money and important documents, reducing the risk of theft or loss. In Chatham, NY, where many residents work in agriculture or small businesses, a bank could be especially helpful in providing loans and other financial support to help these businesses grow and thrive.

Insurance Broker

Residents of Chatham, NY can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, an insurance broker can help residents find the right coverage for their homes, vehicles, and businesses. Additionally, Chatham is known for its thriving small business community, and an insurance broker can assist these entrepreneurs in finding the best insurance policies to protect their investments. Whether it's navigating the complexities of healthcare insurance or finding the right coverage for a unique property, an insurance broker can provide personalized guidance and support to ensure that residents of Chatham are protected and prepared for any unforeseen events.

Retirement Planning

Residents of Chatham, NY could benefit greatly from the services of a retirement planner. One specific way a retirement planner could help is by assisting residents in navigating the unique tax laws of New York State. Chatham, NY is located in Columbia County, where property taxes are notoriously high. A retirement planner could help residents understand how to maximize their retirement savings through tax planning, including strategies such as contributing to tax-deferred retirement accounts or investing in tax-free municipal bonds. Additionally, a retirement planner could help residents plan for healthcare costs, which can be a significant expense in retirement. By working with a retirement planner, residents of Chatham, NY could feel more confident and prepared for their financial future.

Wealth Management

Residents of Chatham, NY can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by helping them plan for retirement. With Chatham being a small town, many residents may not have access to employer-sponsored retirement plans or may not know how to invest their savings to ensure a comfortable retirement. A wealth manager can provide guidance on retirement savings options, such as IRAs and 401(k)s, and create a personalized plan tailored to each individual's needs. Additionally, with Chatham's close proximity to New York City, residents may have unique investment opportunities that a wealth manager can help them navigate. Overall, a wealth manager can provide valuable financial advice and planning to help Chatham residents achieve their long-term financial goals.

Financial Advisor

Residents of Chatham, NY could benefit from the guidance of a financial advisor in a number of ways. One specific aspect of the town that a financial advisor could help with is the local real estate market. Chatham has a mix of historic homes and newer developments, which can make navigating the housing market a bit tricky. A financial advisor could provide insight into the best ways to finance a home purchase, as well as tips for investing in local real estate. Additionally, a financial advisor could help Chatham residents plan for retirement, save for college tuition, and create a budget that takes into account the unique cost of living in the area. Overall, a financial advisor could be a valuable resource for anyone looking to make smart financial decisions in Chatham, NY.

Mortgage Loan Officer

Residents of Chatham, NY could greatly benefit from the assistance of a mortgage loan officer. These professionals are trained to help individuals secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. A mortgage loan officer can guide residents through the loan application process, help them understand their options, and provide advice on the best course of action. For residents of Chatham, NY, a mortgage loan officer can also provide valuable insight into the local real estate market, including trends in home prices, neighborhoods, and schools. With their expertise, a mortgage loan officer can help residents find the best mortgage rates and terms that fit their unique financial situation, making the dream of homeownership a reality.

Tax Services

Residents of Chatham, NY can benefit greatly from the expertise of a tax advisor. With a population of just over 4,000 people, many residents in this small town may not have a clear understanding of the tax laws and regulations that apply to them. A tax advisor can help residents navigate the complex tax system and ensure that they are taking advantage of all available deductions and credits. This can include helping residents with tax planning, preparing tax returns, and providing advice on how to minimize tax liabilities. In addition, a tax advisor can also assist with estate planning and other financial matters that may impact a resident's tax situation. Overall, working with a tax advisor can provide valuable guidance and support to residents of Chatham, NY, helping them to make informed decisions and achieve their financial goals.


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