Estate Planning Attorneys in Locust Valley, NY

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Top Locust Valley, NY Estate Planning Law Firms

Law Office Of Matthew K. Tannenbaum
5 out of 5
Location 825 E Gate Blvd #308, Garden City, NY 11530, USA
Phone (516) 683-1234
Roman Aminov Estate Law Firm of Queens
5 out of 5
Location 147-17 Union Tpke, Queens, NY 11367, USA
Phone (347) 766-2685
Law Offices of Yael N. Lazar, PC
5 out of 5
Location 115 Forest Ave #188, Locust Valley, NY 11560, USA
Phone (516) 683-1313
Law Offices of Ann-Margaret Carrozza
5 out of 5
Location 147 Glen St, Glen Cove, NY 11542, USA
Phone (516) 741-7870
Estate Planning Lawyers in Locust Valley, NY

Where Estate Planners in Locust Valley, NY Serve

Locust Valley, New York is a small town located in Nassau County on Long Island. It is known for its affluent residents and many historic homes. Some of the most famous landmarks in Locust Valley include the St. John's Episcopal Church and the Gardiners Bay Country Club. The top employers in the town include the Locust Valley School District, North Shore-LIJ Health System, and Cablevision. The major highways and streets in Locust Valley include NY Route 107 and NY Route 25. The neighborhoods in Locust Valley include Upper Brookville, Oyster Bay Cove, and Lattingtown.

Financial Services Related to Estate Planning in Locust Valley, NY

Banks and Credit Unions

Banks in Locust Valley, NY can offer a variety of financial services to residents. Residents can open checking and savings accounts, take out loans, and apply for credit cards. Banks can also provide other services such as wealth management, mortgage lending, and small business lending.

Insurance Broker

Residents of Locust Valley, NY can rely on insurance brokers to provide them with a variety of services that will help them protect their families and businesses. Insurance brokers can help residents find the right type of insurance for their needs, and they can also help them file claims and get the money they need to rebuild after a disaster. In addition, insurance brokers can offer advice on how to reduce the cost of insurance premiums.

Retirement Planning

Residents of Locust Valley, NY can benefit from retirement planning in a number of ways. One of the most important benefits is that it can help to ensure that retirees have enough money to live comfortably throughout their golden years. Additionally, retirement planning can help people avoid common financial mistakes made during retirement, such as running out of money before they die. Finally, having a solid retirement plan in place can give retirees peace of mind and allow them to enjoy their later years without worrying about money.

Wealth Management

Most people in Locust Valley, NY are unaware of the benefits that come with wealth management services. Wealth management is a process that helps individuals and families manage their finances in order to reach their financial goals. There are many benefits to using wealth management services, including: -A clear plan for reaching your financial goals -Protection from market volatility -Tax planning and optimization -Asset allocation and diversification -Ongoing monitoring and rebalancing of your portfolio -Regular reviews with a financial advisor If you would like to learn more about how wealth management can help you achieve your financial goals, please contact our office today. We would be happy to answer any questions you may have.

Financial Advisor

If you live in the Locust Valley, NY area and are in need of some financial advice, you may be wondering where to turn. Luckily, there are a number of excellent financial advisors in the area who can help you get your finances in order.One thing to keep in mind when looking for a financial advisor is that not all of them are created equal. Some advisors are generalists, while others specialize in certain areas like retirement planning or investment management. It's important to find an advisor who understands your specific needs and can help you meet your goals.Some of the services that financial advisors can provide include budgeting and money management, retirement planning, investment advice, estate planning, and more. If you're not sure what services you need, don't hesitate to ask the advisor for recommendations.

Mortgage Loan Officer

Mortgage loan officers provide a number of services to Locust Valley, NY residents. These services include helping people find the best mortgage rates, guiding them through the mortgage application process, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can also help homeowners avoid foreclosure and get their mortgages modified if they are having trouble making payments.

Tax Services

Tax accountants in Locust Valley, NY provide a variety of services to residents in the area. Some of these services include preparing and filing tax returns, providing advice on tax planning, and representing taxpayers before the IRS. In addition to these services, tax accountants can also help business owners with bookkeeping, payroll processing, and other financial tasks. By working with a tax accountant, residents in Locust Valley can rest assured that their taxes are being handled by a professional who knows the ins and outs of the tax code.


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