Estate Planning Attorneys in Montebello, NY

We did the hard work of finding trustworthy partners in Montebello, NY. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

As Seen In

List of Firms

Top Montebello, NY Estate Planning Law Firms

Einiger & Associates
5 out of 5
Location 3 Coe Farm Rd, Montebello, NY 10901, USA
Phone (516) 477-7909
Schulman & Kissel, P.C.
4 out of 5
Location Four, Executive Blvd Suite 101, Suffern, NY 10901, USA
Phone (845) 368-0104
Arnold P. Etelson
1 out of 5
Location 1 Executive Blvd, Suffern, NY 10901, USA
Phone (845) 368-3310
Klein & Klein PC
3 out of 5
Location 2 Executive Blvd, Suffern, NY 10901, USA
Phone (845) 357-7900
Sichol & Hicks
4 out of 5
Location 139 Lafayette Ave, Suffern, NY 10901, USA
Phone (845) 357-4422
Reiter Law Firm
4 out of 5
Location 75 Montebello Rd, Suffern, NY 10901, USA
Phone (845) 357-2215
Estate Planning Lawyers in Montebello, NY

Where Estate Planners in Montebello, NY Serve

Montebello is a small town in upstate New York that is home to some of the state's top employers. The largest employer in Montebello is the State University of New York at Albany, which employs over 10,000 people. Other top employers include the Albany County Sheriff's Department, the New York State Department of Corrections and Community Supervision, and the Galesi Group. Montebello is located on the eastern bank of the Hudson River and is connected to Albany by Interstate 90 and New York State Route 5. The town is also served by Amtrak and CSX freight railroads. Montebello's neighborhoods include the Dutchtown Historic District, which is listed on the National Register of Historic Places, and Park South, which is home to many of the town's African-American residents.

Financial Services Related to Estate Planning in Montebello, NY

Banks and Credit Unions

Banks can provide a variety of financial services to Montebello, NY residents. Services could include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks can offer financial education and counseling services to help residents manage their money more effectively. These services can help Montebello residents save money and stay out of debt.

Insurance Broker

Residents of Montebello, NY can rely on insurance brokers to provide them with a variety of services that will help them protect their property and finances. These services include helping residents find the right type of insurance policy for their needs, advising them on how to make a claim, and helping them understand their policy. Insurance brokers are also responsible for negotiating rates with insurance companies on behalf of their clients.

Retirement Planning

Montebello, NY residents can benefit from retirement planning by setting money aside each month to ensure they have a comfortable retirement. Though it may be difficult to save for retirement while you are still working, it is important to start as early as possible.If you wait until you are close to retirement age to start saving, you may not have enough time to amass a large enough savings account. Montebello, NY residents should consider working with a financial planner to create a plan that best suits their needs. A financial planner can help you determine how much money you will need each month in order to live comfortably during retirement.

Wealth Management

Residents of Montebello, NY can benefit from wealth management services in a number of ways. Perhaps most importantly, wealth management can help individuals and families protect their hard-earned money. By working with a qualified wealth manager, Montebello residents can create a financial plan that will help them stay on track even during tough times. In addition to providing stability during difficult periods, a well-crafted wealth management plan can also help individuals and families achieve their long-term financial goals.

Financial Advisor

Montebello, NY residents have a number of services that they can rely on from financial advisors. Financial advisors can provide individuals and businesses with guidance when it comes to investments, retirement planning, and more. They can also help people save money on their taxes and protect their finances in case of an emergency. In short, financial advisors are an important resource for anyone looking to secure their financial future.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to residents in Montebello, NY. These services include helping residents find the best mortgage rates and terms, helping them understand the mortgage process, and guiding them through the application process. In addition, mortgage loan officers can help homeowners who are struggling to make their monthly payments by refinancing their mortgages or by arranging for a loan modification.

Tax Services

Residents in Montebello, NY can rely on tax accountants to help them with their annual filings. These professionals can help residents understand what they need to do in order to stay compliant with the law, and they can also help them find any deductions or credits that they may be eligible for. In addition, tax accountants can offer advice on how to save money on taxes in the future.


Wills, Trusts, and Other Estate Law FAQs