Estate Planning Attorneys in Newburgh, NY

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

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Newburgh, NY Estate Planning Law Firms

Steffy Law P.C.
5 out of 5
Location 1662 NY-300 Suite 100, Newburgh, NY 12550, USA
Phone (845) 562-1154
Directions
Johnson & Bloomer, LLP
5 out of 5
Location 264 N Plank Rd, Newburgh, NY 12550, USA
Phone (845) 564-9784
Directions
Eric S. Shiller Law Office, P.C.
4 out of 5
Location 53 NY-17K Suite 4, Newburgh, NY 12550, USA
Phone (845) 569-1529
Directions
The Gagliano Law Firm, PLLC
5 out of 5
Location 100 Stony Brook Ct, Newburgh, NY 12550, USA
Phone (845) 527-6427
Directions
Saffioti & Anderson
4 out of 5
Location 5031 Rte 9W #1, Newburgh, NY 12550, USA
Phone (845) 562-3500
Directions
Larkin Ingrassia, LLP
5 out of 5
Location 34 NY-17K, Newburgh, NY 12550, USA
Phone (845) 562-3366
Directions
Murphy, Schisano & Rosado, PLLC
5 out of 5
Location 717 Broadway, Newburgh, NY 12550, USA
Phone (845) 391-3609
Directions
Larkin Ingrassia, LLP
5 out of 5
Location 356 Meadow Ave, Newburgh, NY 12550, USA
Phone (845) 566-5345
Directions
Drake Loeb PLLC
4 out of 5
Location 555 Hudson Valley Ave Suite 100, New Windsor, NY 12553, USA
Phone (845) 561-0550
Directions
Finkelstein & Partners, LLP
5 out of 5
Location 1279 NY-300, Newburgh, NY 12550, USA
Phone (845) 420-1779
Directions
Tarshis Catania Liberth Mahon
4 out of 5
Location 1 Corwin Ct, Newburgh, NY 12550, USA
Phone (845) 565-1100
Directions
Law Offices of Sobo & Sobo L.L.P.
4 out of 5
Location 744 Broadway, Newburgh, NY 12550, USA
Phone (845) 579-3655
Directions
DuBois Law Group, PLLC
5 out of 5
Location 299 Washington St, Newburgh, NY 12550, USA
Phone (845) 420-7999
Directions
Joseph M. Saffioti
5 out of 5
Location 5031 Rte 9W, Newburgh, NY 12550, USA
Phone (845) 562-3500
Directions
The Kleister Law Group
5 out of 5
Location 85 E Main St, Washingtonville, NY 10992, USA
Phone (845) 496-9121
Directions
Hudson Valley Paralegal Services
5 out of 5
Location 5020 Rte 9W Ste. 104-14, Newburgh, NY 12550, USA
Phone (845) 565-3608
Directions
Catania, Mahon & Rider, PLLC
3 out of 5
Location 641 Broadway, Newburgh, NY 12550, USA
Phone (845) 565-1100
Directions
Lundy Law Practice, LLC
5 out of 5
Location 550 Stony Brook Ct Suite 2, Newburgh, NY 12550, USA
Phone (845) 522-8070
Directions
Richard D. Forbes, Esq
4 out of 5
Location 372 Fullerton Ave # 5, Newburgh, NY 12550, USA
Phone (845) 565-1744
Directions
Glenn & Breheney PLLC
4 out of 5
Location 372 S Plank Rd #2, Newburgh, NY 12550, USA
Phone (845) 561-1951
Directions
Trachte Law Office
5 out of 5
Location 372 Fullerton Ave # 19, Newburgh, NY 12550, USA
Phone (845) 565-3999
Directions
Dreyer Law Offices, PLLC
5 out of 5
Location 290 Broadway Suite 10, Newburgh, NY 12550, USA
Phone (845) 565-7291
Directions
Estate Planning Lawyers in Newburgh, NY

Where Estate Planners in Newburgh, NY Serve

Newburgh, NY is a bustling city located in the Hudson Valley region of New York. This historic city is home to a number of notable landmarks, including the Newburgh Waterfront, the Washington's Headquarters State Historic Site, and the Karpeles Manuscript Library Museum. The city is also home to a diverse array of top employers, including St. Luke's Cornwall Hospital, Orange County Community College, and the Newburgh Enlarged City School District. Major highways and streets in the area include I-84, Route 9W, and Broadway. Newburgh is divided into several distinct neighborhoods, each with its own unique character and charm, including the East End, the Heights, and the Waterfront. With its rich history, vibrant culture, and thriving economy, Newburgh is a city that has something to offer everyone.

Financial Services Related to Estate Planning in Newburgh, NY

Banks and Credit Unions

Residents of Newburgh, NY could be helped by a bank in a number of ways. One of the most common ways would be through providing access to affordable loans and credit products. This could be especially important for residents of Newburgh, which has a median household income that is lower than the state average. A bank could help residents secure financing for a new home, a car, or even a small business. Additionally, a bank could offer financial education and resources to help residents improve their credit scores and manage their money more effectively. With the help of a bank, residents of Newburgh could achieve their financial goals and build a stronger, more secure future for themselves and their families.

Insurance Broker

Residents of Newburgh, NY can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their unique needs. This is especially important in Newburgh, NY where the city has a high crime rate and residents may need additional coverage for their homes or vehicles. Additionally, an insurance broker can help residents save money by finding them the most affordable policies and discounts. This is crucial in a city like Newburgh, NY where the cost of living is relatively high compared to other areas in the state. Overall, an insurance broker can provide valuable assistance to Newburgh, NY residents in protecting their assets and finances.

Retirement Planning

Residents of Newburgh, NY can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of each individual. This is especially important for residents of Newburgh, NY, as the city has a diverse population with varying income levels and retirement needs. A retirement planner can help residents navigate the complex world of retirement planning, including understanding Social Security benefits, managing investments, and creating a budget that ensures a comfortable retirement. Additionally, a retirement planner can provide peace of mind by helping residents plan for unexpected expenses and ensuring that they are on track to meet their retirement goals.

Wealth Management

Residents of Newburgh, NY can benefit greatly from the expertise of a wealth manager. With a high poverty rate and limited access to financial resources, many people in the community struggle to manage their finances effectively. A wealth manager can provide guidance on budgeting, investing, and planning for retirement, helping residents to achieve their financial goals and improve their overall quality of life. Additionally, a wealth manager can offer advice on navigating the unique financial challenges that come with living in Newburgh, such as the high cost of living and limited job opportunities. By working with a wealth manager, residents of Newburgh can gain the knowledge and tools they need to build a secure financial future for themselves and their families.

Financial Advisor

Residents of Newburgh, NY can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by assisting with retirement planning. Newburgh has a diverse population, including many retirees and those approaching retirement age. A financial advisor can help these individuals create a plan for their future, including investment strategies and budgeting for healthcare costs. Additionally, Newburgh has a high poverty rate, and a financial advisor can provide guidance on managing debt and improving credit scores. Overall, a financial advisor can be a valuable resource for residents of Newburgh, helping them to achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Residents of Newburgh, NY can benefit greatly from the assistance of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, whether they are first-time buyers or seasoned investors. In particular, residents of Newburgh may face unique challenges when it comes to obtaining a mortgage, such as navigating the local housing market and dealing with fluctuating interest rates. A knowledgeable loan officer can provide guidance and support throughout the entire process, from pre-approval to closing. They can also help residents understand their options for government-backed loans or special programs that may be available in the area. With the help of a mortgage loan officer, residents of Newburgh can achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Residents of Newburgh, NY could greatly benefit from the guidance of a tax advisor in a number of ways. For example, a tax advisor could help Newburgh residents navigate the complex tax laws and regulations specific to the state of New York. Additionally, a tax advisor could assist residents in maximizing their deductions and minimizing their tax liabilities, which could be especially helpful for those living in a city with a high cost of living like Newburgh. Furthermore, a tax advisor could provide valuable advice on how to properly report income from multiple sources, such as rental properties or self-employment, which is common in a city with a diverse economy like Newburgh. Overall, a tax advisor could help Newburgh residents save money and reduce their stress when it comes to tax season.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs