Estate Planning Attorneys in Goshen, NY

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List of Firms

Top Goshen, NY Estate Planning Law Firms

Mark G. Aberasturi Attorney At Law
5 out of 5
Location 30 Matthews St #301, Goshen, NY 10924, USA
Phone (845) 294-2852
Blustein, Shapiro, Frank & Barone, LLP
4 out of 5
Location 10 Matthews St, Goshen, NY 10924, USA
Phone (845) 291-0011
Norton & Christensen
3 out of 5
Location 60 Erie St, Goshen, NY 10924, USA
Phone (845) 294-7949
Ettinger Law Firm
5 out of 5
Location 75 Crystal Run Rd #G34, Middletown, NY 10941, USA
Phone (845) 692-8700
John E. Bach Jr.
4 out of 5
Location 20 Scotchtown Ave, Goshen, NY 10924, USA
Phone (845) 294-7941
Ronald J Salvato Law Office
5 out of 5
Location 301 Main St A, Goshen, NY 10924, USA
Phone (845) 294-4462
The Stage Law Firm, LLP | Attorneys & Counselors at Law
5 out of 5
Location 23 West St, Warwick, NY 10990, USA
Phone (845) 986-1136
Strauss Kallus Dumais, PLLC
4 out of 5
Location 301 Main St #2e, Goshen, NY 10924, USA
Phone (845) 294-2616
Mc Loughlin Patrick
5 out of 5
Location 305 Main St, Goshen, NY 10924, USA
Phone (845) 294-5717
Estate Planning Lawyers in Goshen, NY

Where Estate Planners in Goshen, NY Serve

Goshen, NY is a charming town in Orange County, nestled in the Hudson Valley. Its rich history and vibrant culture make it an attractive destination for locals and visitors alike. The town is home to several notable landmarks, such as the Harness Racing Museum and Hall of Fame, the Orange County Government Center, and the Goshen Historic Track. These landmarks serve as a testament to the town's past and present, reflecting its commitment to preserving its heritage while embracing progress. Goshen is also a hub for commerce, with top employers including Orange County Government, Goshen Central School District, and the Orange County Department of Social Services. These organizations provide a wide range of job opportunities for residents and contribute to the town's economic growth. Major highways and streets in Goshen include Route 17, which connects the town to other parts of the region, and Main Street, which runs through the heart of the town and is home to many local businesses and shops.

Financial Services Related to Estate Planning in Goshen, NY

Banks and Credit Unions

Residents of Goshen, NY would benefit from a bank in many ways. Firstly, they could open a savings account to help them save for their future. Secondly, they could obtain a loan to purchase a home or a car. Additionally, they could use a bank to deposit and withdraw money, pay bills, and transfer funds to friends and family. One specific need that is unique to Goshen, NY is the ability to access funds for the annual Great American Weekend, a popular event that draws thousands of visitors each year. A bank could provide loans or lines of credit to local businesses and vendors to help them prepare for the event and ensure its success. Overall, a bank in Goshen, NY would be a valuable resource for residents and the community as a whole.

Insurance Broker

Residents of Goshen, NY can benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help residents of Goshen, NY find the best insurance policies that meet their specific needs and budget. This is particularly important in Goshen, NY, where residents face unique risks and challenges, such as harsh winter weather and a high cost of living. An insurance broker can also help residents of Goshen, NY navigate the complex insurance market and understand the various types of insurance policies available to them. Additionally, an insurance broker can provide ongoing support and guidance to ensure that residents of Goshen, NY are always adequately covered and protected.

Retirement Planning

Residents of Goshen, NY can greatly benefit from the services of a retirement planner. With the town's median age being 42 years old, many individuals are approaching retirement age and may not have a solid plan in place. A retirement planner can assist in creating a customized plan that takes into account factors such as social security benefits, pensions, and investments. Additionally, Goshen is home to a high number of small business owners who may need guidance on how to plan for retirement without the safety net of a traditional employer-sponsored plan. A retirement planner can provide valuable insight on how to maximize retirement savings and ensure a comfortable future.

Wealth Management

Residents of Goshen, NY could greatly benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help residents in Goshen, NY with retirement planning, investment management, and tax planning. Additionally, a wealth manager could assist with estate planning and charitable giving, which are important considerations for many residents of Goshen, NY. One specific challenge that residents of Goshen, NY may face is navigating the local real estate market, which can be complex and competitive. A skilled wealth manager could provide valuable guidance on purchasing and managing real estate in the area, helping residents to make informed decisions and maximize their investments. Overall, a wealth manager can provide a range of services tailored to the unique needs and goals of residents of Goshen, NY, helping them to achieve financial security and peace of mind.

Financial Advisor

Residents of Goshen, NY could benefit from the expertise of a financial advisor in a number of ways. For example, a financial advisor could help residents create a budget that takes into account the unique cost of living in Goshen. With its proximity to New York City and its charming small-town feel, Goshen offers a mix of urban and rural living. A financial advisor could help residents navigate the expenses associated with living in this area, such as housing costs, transportation expenses, and healthcare costs. Additionally, a financial advisor could help residents plan for their future by developing a personalized investment strategy that aligns with their financial goals, whether that be saving for retirement or investing in their children's education. Overall, a financial advisor could provide invaluable guidance to residents of Goshen, helping them to manage their finances and achieve their financial goals.

Mortgage Loan Officer

Residents of Goshen, NY can benefit greatly from the expertise of a mortgage loan officer when it comes to purchasing a home or refinancing an existing mortgage. With the town's growing population and increasing demand for housing, a loan officer can help residents navigate the complex process of obtaining a mortgage. Specifically, Goshen, NY is known for its historic charm and rural character, which can present unique challenges when it comes to finding the right property and securing financing. A loan officer can provide personalized guidance and support to help residents find the right mortgage product for their needs, whether they are first-time homebuyers or experienced homeowners looking to refinance.

Tax Services

Residents of Goshen, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Goshen, NY, where property taxes are notoriously high. A tax advisor can help homeowners navigate the complex rules surrounding property tax deductions and ensure that they are receiving the maximum benefit. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and investment strategies, all of which can have a significant impact on a resident's overall financial well-being. By working with a tax advisor, residents of Goshen, NY can feel confident that they are making informed decisions about their finances and minimizing their tax liability.


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