Estate Planning Attorneys in Sag Harbor, NY

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Top Sag Harbor, NY Estate Planning Law Firms

Meg Rudansky Attorney At Law
5 out of 5
Location 36 Woodvale St, Sag Harbor, NY 11963, USA
Phone (631) 725-4778
The Snowbird Lawyer
Location 20 Main St, East Hampton, NY 11937, USA
Phone (631) 727-2180
Davidov Law Group
5 out of 5
Location 1981 Marcus Ave Suite 231, New Hyde Park, NY 11042, USA
Phone (516) 587-5555
Librett Friedland, LLP
Location 14 Main St Suite 4, East Hampton, NY 11937, USA
Phone (631) 329-0044
Bragman Jeffrey L
5 out of 5
Location 15 Railroad Ave # 1, East Hampton, NY 11937, USA
Phone (631) 324-3737
Law Offices of Vlad Portnoy, P.C.
5 out of 5
Location 450 7th Ave Suite 1408, New York, NY 10123, USA
Phone (212) 920-6371
Estate Planning Lawyers in Sag Harbor, NY

Where Estate Planners in Sag Harbor, NY Serve

Sag Harbor is a village in Suffolk County, New York, United States. The population was 2,362 at the 2010 census. It is located on the South Fork of Long Island. The village is within the Town of East Hampton. Sag Harbor has been designated as a historic district and was listed on the National Register of Historic Places in 1984. Some notable landmarks in Sag Harbor include the Whaling Museum, Havens Beach, and Mashashimuet Park. Top employers in the area include Cablevision, PSEG, and Wainscott Energy. Major highways and streets in Sag Harbor include Montauk Highway, Sag Harbor Turnpike, and Division Street. Neighborhoods in Sag Harbor include Dering Harbor, North Haven, and Springs.

Financial Services Related to Estate Planning in Sag Harbor, NY

Banks and Credit Unions

There are many ways banks can provide financial services to Sag Harbor, NY residents. Some of these include providing checking and savings accounts, mortgages, car loans, and credit cards. Banks can also offer online banking and mobile banking so that customers can access their accounts from anywhere. Additionally, banks can provide special services to businesses in the area, such as small business loans and lines of credit.

Insurance Broker

Residents of Sag Harbor, NY have a variety of insurance needs that can be best served by an insurance broker. An insurance broker is someone who helps you find the right insurance policy for your needs and then helps you to get the best possible rates. They work with a wide range of carriers, so they can find the best policy for you, no matter what your needs are. Brokers also know the ins and outs of the industry, so they can help you make informed decisions about your coverage.

Retirement Planning

Sag Harbor, NY residents can benefit from retirement planning in a number of ways. One important way is by ensuring they have enough saved to cover their costs during retirement. Another is by taking advantage of tax breaks and other benefits associated with saving for retirement. And finally, by planning ahead retirees can ensure they don't outlive their savings.

Wealth Management

Residents of Sag Harbor, NY can benefit from wealth management services in a number of ways. The first is that a wealth manager can help residents develop and implement a financial plan that is tailored to their specific needs and goals. A wealth manager can also help residents save money on taxes, as well as invest their money in a way that will provide the greatest return possible. Finally, a wealth manager can act as an advocate for the resident in case of any legal or financial issues.

Financial Advisor

Sag Harbor, NY is a vibrant and growing community on the East End of Long Island. With its rich history and picturesque setting, it is no wonder that people are drawn to Sag Harbor as a place to live and work.Unfortunately, with its popularity comes a high cost of living. This can make it difficult for residents of Sag Harbor to save for retirement or cover other important financial needs. That's where a financial advisor can help.Financial advisors can provide valuable guidance to Sag Harbor residents on how to save for retirement, invest for the future, and manage their money wisely. They can also help residents plan for unexpected events such as job loss or illness.If you are a resident of Sag Harbor, it is important to find a qualified financial advisor who can help you reach your financial goals.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Sag Harbor, NY residents. These services include helping people find the best mortgage rates, explaining the terms of mortgages, and helping people understand the paperwork involved in getting a mortgage. They can also help people refinance their mortgages and get home equity loans.

Tax Services

Tax accountants in Sag Harbor, NY provide a variety of valuable services to residents and businesses in the area. They can help individuals and businesses file their taxes, advise them on how to save money on their taxes, and represent them in disputes with the IRS. They can also help businesses set up bookkeeping systems and develop strategies for minimizing their tax liability. In short, tax accountants are an invaluable resource for anyone doing business in or living in Sag Harbor, NY.


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