Estate Planning Attorneys in Montebello, NY

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List of Firms

Top Montebello, NY Estate Planning Law Firms

Klein & Klein PC
3 out of 5
Location 2 Executive Blvd, Suffern, NY 10901, USA
Phone (845) 357-7900
Language https://www.kleinandkleinpc.com/
Directions
Reiter Law Firm
4 out of 5
Location 75 Montebello Rd, Suffern, NY 10901, USA
Phone (845) 357-2215
Language http://www.reiterlawfirm.com/
Directions
Schulman & Kissel, P.C.
4 out of 5
Location Four, Executive Blvd Suite 101, Suffern, NY 10901, USA
Phone (845) 368-0104
Language http://www.skkattorneys.com/
Directions
Arnold P. Etelson
1 out of 5
Location 1 Executive Blvd, Suffern, NY 10901, USA
Phone (845) 368-3310
Directions
Sichol & Hicks
4 out of 5
Location 139 Lafayette Ave, Suffern, NY 10901, USA
Phone (845) 357-4422
Language http://www.rocklandpersonalinjury.com/sonia-burgos-crannage/
Directions
Einiger & Associates
5 out of 5
Location 3 Coe Farm Rd, Montebello, NY 10901, USA
Phone (516) 477-7909
Language https://eemdlaw.com/
Directions
Estate Planning Lawyers in Montebello, NY

Where Estate Planners in Montebello, NY Serve

Montebello, NY is a vibrant and diverse community that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning views at the Harriman State Park to the historic architecture of the Montebello Jewish Center, there is no shortage of sights to see in this bustling town. The top employers in Montebello include the prestigious Ramapo Central School District and the bustling Montebello Commons shopping center. Major highways and streets in the area include the bustling Route 59 and the scenic Route 202, both of which offer easy access to the rest of the region. Neighborhoods in Montebello range from the charming and historic Montebello Pines to the bustling and vibrant downtown area, offering something for everyone. Whether you're looking for a quiet retreat or a bustling urban center, Montebello has something to offer everyone.

Financial Services Related to Estate Planning in Montebello, NY

Banks and Credit Unions

Residents of Montebello, NY can benefit greatly from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. In particular, small business owners in Montebello can benefit from a bank's business services, which can help them manage their finances and grow their businesses. Additionally, many banks offer online and mobile banking services, which can be especially helpful for busy residents who need to manage their finances on-the-go. Overall, a bank can provide Montebello residents with the financial resources and support they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Montebello, NY can greatly benefit from the services of an insurance broker. An insurance broker can help residents of Montebello, NY navigate the complex world of insurance policies and find the right coverage for their specific needs. Whether it's finding the best health insurance plan for a family, or helping a small business owner find the right liability coverage, an insurance broker can provide valuable guidance and support. Additionally, given the high cost of living in Montebello, NY, an insurance broker can help residents find affordable insurance options that fit within their budget. With an insurance broker's help, residents of Montebello, NY can feel confident that they have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Montebello, NY can benefit greatly from the services of a retirement planner. A retirement planner can help them create a customized retirement plan that takes into account their specific needs and goals. They can help residents of Montebello, NY manage their finances, maximize their retirement savings, and plan for unexpected events. Additionally, a retirement planner can assist residents of Montebello, NY with estate planning and ensure that their assets are distributed according to their wishes. With the high cost of living in Montebello, NY, a retirement planner can also help residents navigate the complex world of taxes and ensure that they are taking advantage of all available tax benefits. Overall, a retirement planner can provide invaluable guidance and support to residents of Montebello, NY as they prepare for their golden years.

Wealth Management

Residents of Montebello, NY can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing investment advice tailored to the individual's financial goals and risk tolerance. This is particularly important for Montebello residents, who may have unique financial needs due to the town's high cost of living. A wealth manager can also assist with tax planning, estate planning, and retirement planning, all of which are important considerations for individuals in Montebello who want to ensure their financial security for the future. By working with a wealth manager, Montebello residents can rest assured that their finances are being managed in a way that aligns with their long-term goals.

Financial Advisor

Residents of Montebello, NY would greatly benefit from the guidance and expertise of a financial advisor. With a population of just over 4,500 people, Montebello is a small, tight-knit community that values financial stability and security. A financial advisor can help residents in a variety of ways, such as creating a personalized budget, developing a savings plan, and investing in retirement funds. Additionally, with the median household income in Montebello being over $130,000, a financial advisor can offer advice on tax planning and investment strategies that can help residents maximize their earnings and protect their assets. Overall, a financial advisor can provide valuable support to residents of Montebello, helping them achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Montebello, NY could benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by helping them navigate the complex and ever-changing world of mortgage lending. With the high cost of living in Montebello, many residents may struggle to find a home that fits within their budget. A mortgage loan officer can help guide them through the process of securing a loan that is tailored to their unique financial situation. Additionally, because Montebello is a small, tight-knit community, a mortgage loan officer who is familiar with the area can provide valuable insights into the local housing market, including trends in home prices and availability. This can help residents make informed decisions about when and where to buy a home.

Tax Services

Residents of Montebello, NY can benefit from the guidance of a tax advisor in a number of ways. One of the most common ways is by helping them navigate the complex tax laws and regulations in the state of New York. For example, Montebello is a village located in Rockland County, which has some of the highest property taxes in the country. A tax advisor can help residents understand the tax implications of owning property in this area and provide strategies for minimizing their tax burden. Additionally, a tax advisor can assist residents in preparing their tax returns, identifying deductions and credits they may be eligible for, and ensuring that they are in compliance with all applicable tax laws. With the help of a tax advisor, residents of Montebello can feel confident that they are making informed decisions about their finances and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Montebello, NY can provide a range of services to aid individuals in preparing for the transfer of their assets upon their death. These services may include drafting wills, trusts, and other documents to ensure that a person's wishes are carried out as intended. Additionally, an estate planning lawyer can assist in creating plans to minimize estate taxes and avoid probate. In Montebello, NY, where the population is predominantly Jewish, an estate planning lawyer may also offer specialized services to ensure that a person's estate plan complies with Jewish law and customs. This may include drafting documents such as a halachic will or a trust that complies with Jewish law. With their bursty and complex approach, an estate planning lawyer in Montebello, NY can provide peace of mind and ensure that a person's legacy is preserved according to their wishes.

Nestled in the heart of Rockland County, Montebello, NY is the ultimate destination for anyone in need of an estate planning lawyer. With its rich history and vibrant community, Montebello offers a unique blend of charm and sophistication that is unmatched by any other town in the region. What sets Montebello apart from other towns is its commitment to preserving its natural beauty and cultural heritage. From the lush greenery of its parks to the stunning architecture of its historic buildings, Montebello is a feast for the senses. It is no wonder that the town has attracted some of the most talented and experienced estate planning lawyers in the state. With their deep knowledge of New York state law and their unwavering commitment to their clients, Montebello's estate planning lawyers are the best in the business.