Estate Planning Attorneys in Holbrook, NY

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List of Firms

Top Holbrook, NY Estate Planning Law Firms

The Law Office of Joseph Marino, PC
1 out of 5
Location 33 Main St, West Sayville, NY 11796, USA
Phone (631) 502-5650
Directions
Law Office of Stephen J Silverberg, PC
5 out of 5
Location 185 Roslyn Rd, Roslyn Heights, NY 11577, USA
Phone (516) 307-1236
Directions
Franklin A. Cama
Location 4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA
Phone (631) 439-4690
Directions
Law Offices of Susan A. Kassel, P.C.
4 out of 5
Location 4875 Sunrise Hwy #301, Bohemia, NY 11716, USA
Phone (631) 738-6761
Directions
Germano & Cahill, P.C.
5 out of 5
Location 4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA
Phone (631) 588-8778
Directions
Joel D. Katims, P.C.
5 out of 5
Location 213 Hallock Rd #3a, Stony Brook, NY 11790, USA
Phone (631) 751-8600
Directions
Mitchell P. Sandler, Attorney at Law
5 out of 5
Location 380 N Broadway # 300, Jericho, NY 11753, USA
Phone (516) 874-3520
Directions
Ernest R. Wruck Attorney at Law
5 out of 5
Location 30 Station Rd, Bellport, NY 11713, USA
Directions
Heilig Branigan LLP
4 out of 5
Location 4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA
Phone (631) 750-6888
Directions
Elio D Zanoni
Location 751 Coates Ave N Ste 36, Holbrook, NY 11741, USA
Phone (631) 738-0972
Directions
Rosenblatt John
4 out of 5
Location 1800 Walt Whitman Rd Suite 152, Melville, NY 11747, USA
Phone (631) 753-5252
Directions
Estate Planning Lawyers in Holbrook, NY

Where Estate Planners in Holbrook, NY Serve

Holbrook, NY is a vibrant community located in Suffolk County, Long Island. This town is home to a variety of landmarks, including the Sachem Public Library, the Holbrook Country Club, and the Holbrook Fire Department. The top employers in this area are Brookhaven Memorial Hospital Medical Center, the Sachem Central School District, and the Home Depot. Major highways and streets that run through Holbrook include the Long Island Expressway, Sunrise Highway, and Veterans Memorial Highway. This town is divided into several neighborhoods, including Holbrook Estates, The Colony, and The Seasons. With its rich history and diverse population, Holbrook is a great place to live, work, and play.

Financial Services Related to Estate Planning in Holbrook, NY

Banks and Credit Unions

Residents of Holbrook, NY would be helped by a bank in a variety of ways. One of the most common ways is through providing access to financial services such as checking and savings accounts, loans, and credit cards. This is especially important in Holbrook, which is a suburban community with a mix of residential and commercial areas. Many residents may need to finance home improvements, start a small business, or purchase a car, and a bank can help them achieve these goals. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. Overall, having a bank in Holbrook is essential for the community's financial well-being.

Insurance Broker

Residents of Holbrook, NY 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 and assistance in choosing the right insurance policies. This is especially important in Holbrook, NY, where residents face unique risks such as hurricanes and flooding due to its proximity to the coast. An insurance broker can help residents understand their coverage options and ensure that they have adequate protection against these risks. Additionally, an insurance broker can help residents save money by finding discounts and bundling policies to reduce overall costs. With the help of an insurance broker, residents of Holbrook, NY can have peace of mind knowing that they are properly insured and protected.

Retirement Planning

Residents of Holbrook, NY could greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner could help these residents is by creating a customized retirement plan that takes into account their unique financial situation and goals. Holbrook, NY is a community with a diverse population, ranging from young families to retirees. A retirement planner could help retirees in Holbrook, NY by providing guidance on how to maximize their retirement income, manage their expenses, and plan for unexpected expenses. Additionally, a retirement planner could help younger families in Holbrook, NY by providing advice on how to save for retirement, invest their money, and plan for their children's education. Overall, a retirement planner could provide valuable assistance to residents of Holbrook, NY by helping them achieve their financial goals and secure their future.

Wealth Management

Residents of Holbrook, NY could benefit from a wealth manager in several ways. One of the most common ways is by helping them create a personalized financial plan that aligns with their goals and objectives. A wealth manager can assist residents in Holbrook, NY with investment strategies, retirement planning, tax planning, and estate planning. They can also provide guidance on how to manage debt and build wealth over time. Additionally, given that Holbrook, NY is a suburban community with a relatively high cost of living, a wealth manager can help residents navigate the local real estate market and make informed decisions about purchasing or refinancing a home. Overall, a wealth manager can provide valuable financial advice and support to residents of Holbrook, NY, helping them achieve their long-term financial goals and secure their financial future.

Financial Advisor

Residents of Holbrook, NY can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by assisting with retirement planning. Holbrook has a large population of older residents, many of whom are nearing retirement age or have already retired. A financial advisor can help these individuals create a comprehensive retirement plan that takes into account their current financial situation, future goals, and any potential obstacles. Additionally, a financial advisor can help residents of Holbrook navigate the complex world of investments, including stocks, bonds, and mutual funds. With their expertise and guidance, residents can make informed decisions about their financial future and work towards achieving their goals.

Mortgage Loan Officer

Residents of Holbrook, NY could benefit greatly from the expertise of a mortgage loan officer. One specific way they could be helped is by navigating the unique housing market in Holbrook. With a population of just over 27,000 people, the town is small enough to have a tight-knit community feel, yet large enough to offer a variety of housing options. A mortgage loan officer could help residents understand the specific requirements for purchasing a home in Holbrook, such as zoning regulations and property taxes. Additionally, they could assist with finding the best mortgage rates and loan options to fit each individual's financial situation. With the help of a mortgage loan officer, residents of Holbrook can confidently make one of the biggest financial decisions of their lives.

Tax Services

Residents of Holbrook, NY could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help Holbrook residents navigate the complex tax code and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor could help residents plan for future tax liabilities and create a strategy to minimize their tax burden. Specifically in Holbrook, NY, a tax advisor could help residents who work in the nearby Ronkonkoma business district navigate the tax implications of commuting across state lines, as many employees there live in Holbrook but work in Connecticut. Overall, a tax advisor could provide invaluable guidance and support to Holbrook residents looking to optimize their financial situation and minimize their tax liability.

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