Estate Planning Attorneys in Irvington, NY

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List of Firms

Top Irvington, NY Estate Planning Law Firms

Katz Alayne
4 out of 5
Location 76 Greenway Dr, Irvington, NY 10533, USA
Phone (914) 591-3278
Law Offices of Weiss & Weiss
4 out of 5
Location 1 Barker Avenue Third Floor, White Plains, NY 10601, USA
Phone (914) 328-6100
D'Ambrosio & D'Ambrosio PC
5 out of 5
Location 42 Main St, Irvington, NY 10533, USA
Phone (914) 591-5400
Law Office of Anthony Nigro
5 out of 5
Location 52 Cedar St, Dobbs Ferry, NY 10522, USA
Phone (914) 595-6527
Law Offices of Jeffrey A. Asher, PC
5 out of 5
Location 80 Business Park Dr Suite 206, Armonk, NY 10504, USA
Phone (914) 202-4362
Ely J. Rosenzveig & Associates, P.C.
5 out of 5
Location 570 Taxter Rd Suite 520, Elmsford, NY 10523, USA
Phone (914) 816-2900
Law Offices of Peter G. Gray, P.C.
4 out of 5
Location 188 Montague St Suite 950, Brooklyn, NY 11201, USA
Phone (718) 237-2023
Barger & Gaines
5 out of 5
Location 90 N Broadway, Irvington, NY 10533, USA
Phone (914) 902-5918 ext. 114
Constantine Law Firm
Location 106 Broadway # 3, Irvington, NY 10533, USA
Phone (914) 631-0410
Estate Planning Lawyers in Irvington, NY

Where Estate Planners in Irvington, NY Serve

Nestled in the heart of Westchester County, Irvington, NY is a quaint village with a rich history and a vibrant community. From its picturesque waterfront to its charming downtown, Irvington boasts a plethora of landmarks and attractions that draw visitors from near and far. One of the most iconic landmarks in Irvington is the Lyndhurst Mansion, a stunning Gothic Revival estate that dates back to the mid-19th century. Other notable landmarks include the Irvington Town Hall Theater, the Old Croton Aqueduct Trail, and the Irvington Woods. In terms of top employers, Irvington is home to a diverse range of businesses, from small mom-and-pop shops to large corporations. Some of the largest employers in the area include the Phelps Hospital, Regeneron Pharmaceuticals, and the New York State Department of Transportation.

Financial Services Related to Estate Planning in Irvington, NY

Banks and Credit Unions

Residents of Irvington, NY can benefit from a bank in several ways. Firstly, a bank can provide financial services like checking and savings accounts, loans, and credit cards. This can help residents manage their finances better and plan for their future. Additionally, a bank can offer investment and retirement planning services to help residents achieve their long-term financial goals. For example, with the Hudson River Financial Federal Credit Union located in Irvington, residents can take advantage of their low-interest rates on auto loans, home equity loans, and credit cards. This can be particularly helpful for those who need to finance a new car or make home improvements. Furthermore, a bank can provide convenient access to ATMs and online banking services, making it easier for residents to manage their finances on the go. Overall, a bank can be a valuable resource for residents of Irvington, NY, helping them to achieve financial stability and security.

Insurance Broker

Residents of Irvington, NY can benefit from the expertise of an insurance broker in many ways. Firstly, an insurance broker can help residents in Irvington, NY navigate the complex world of insurance policies and find the coverage that best suits their needs and budget. This is especially important in Irvington, NY, where the cost of living is relatively high compared to other areas in the state. Additionally, an insurance broker can provide personalized advice and guidance to residents on how to protect their assets and mitigate risks unique to the area, such as flood or hurricane damage. Overall, an insurance broker can save residents of Irvington, NY time, money, and stress by providing tailored insurance solutions and ongoing support.

Retirement Planning

Residents of Irvington, NY can benefit greatly from the assistance of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized plan for each individual's retirement goals. This includes assessing their current financial situation, identifying potential sources of income, and developing a strategy for maximizing their savings. Additionally, a retirement planner can provide guidance on issues specific to Irvington, such as the cost of living and tax laws. With the help of a retirement planner, residents of Irvington can feel confident that they are on track to achieving their retirement dreams and maintaining their financial security for years to come.

Wealth Management

Residents of Irvington, NY can benefit greatly from the expertise of a wealth manager. With its proximity to New York City, many Irvington residents work in finance or other high-paying industries, making it important to have a solid financial plan. A wealth manager can assist with everything from retirement planning to investment management, helping residents achieve their financial goals. Additionally, Irvington is a community with a strong emphasis on philanthropy and giving back. A wealth manager can help residents navigate the complexities of charitable giving, ensuring that their donations have the greatest impact possible. Overall, a wealth manager can provide invaluable guidance and support to residents of Irvington, NY as they navigate the often complex world of personal finance.

Financial Advisor

Residents of Irvington, NY can benefit greatly from the expertise of a financial advisor. One specific way that an advisor can help is by providing guidance on how to navigate the high cost of living in the area. As a wealthy suburb of New York City, Irvington is home to many affluent individuals and families who may have complex financial needs and goals. A financial advisor can help residents create a personalized plan for managing their finances, including strategies for saving, investing, and managing debt. Additionally, an advisor can provide valuable insights into local real estate and tax laws, which can be especially important for those considering buying or selling property in the area. By working with a financial advisor, residents of Irvington can feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Irvington, NY can benefit from the services provided by a mortgage loan officer in several ways. One of the most common ways is by assisting them in securing a mortgage loan to purchase a home in Irvington, which is known for its luxurious properties and stunning river views. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including assessing their financial situation, finding the best loan options, and guiding them through the application process. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially lowering their interest rates and monthly payments. With the help of a knowledgeable and experienced mortgage loan officer, residents of Irvington, NY can achieve their dream of owning a home in this beautiful and sought-after community.

Tax Services

Residents of Irvington, NY could benefit from a tax advisor in several ways. One of the most common ways would be to help them navigate the complicated tax laws and regulations. Irvington, NY is a small village in Westchester County, known for its historic landmarks and beautiful waterfront views. However, the village's proximity to New York City also means that residents may have complex tax situations, including multiple sources of income, investments, and business ownership. A tax advisor can help residents understand their tax obligations and make sure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters to help residents achieve their long-term financial goals.


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