Estate Planning Attorneys in Centereach, NY

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List of Firms

Top Centereach, NY Estate Planning Law Firms

Rosenberg & Gluck, LLP
5 out of 5
Location 1176 Portion Rd, Holtsville, NY 11742, USA
Phone (631) 451-7900
Language https://www.lilawyer.com/holtsville-personal-injury-lawyer/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing-holtsville
Directions
Kurtmer Law PLLC
5 out of 5
Location 1919 Middle Country Rd Suite 208, Centereach, NY 11720, USA
Phone (631) 676-8250
Directions
Cronin Law, P.C.
4 out of 5
Location 1353 Stony Brook Rd, Stony Brook, NY 11790, USA
Phone (631) 374-8419
Directions
James Patrick McCarrick, Esq.
1 out of 5
Location 69 S Washington Ave, Centereach, NY 11720, USA
Phone (631) 580-4279
Directions
Linda M Toga Pc Law Offices
5 out of 5
Location 175 Main St, Setauket- East Setauket, NY 11733, USA
Phone (631) 444-5605
Language http://www.lmtogalaw.com/
Directions
Amideo Nicholas Guzzone & Associates, P.C.
SEC File# 801-15614
CRD# 10985
5 out of 5
Location 2450 Middle Country Rd, Centereach, NY 11720, USA
Phone (631) 588-5000
Language http://www.guzzoneandassociates.com/
Time Monday: Open 24 hours Tuesday: Open 24 hours Wednesday: Open 24 hours Thursday: Open 24 hours Friday: Open 24 hours Saturday: 9:00 AM – 5:00 PM Sunday: 12:00 – 5:00 PM
Directions
The Law Office of Michael J. Brescia, P.C.
5 out of 5
Location 50 NY-111 Suite 218, Smithtown, NY 11787, USA
Phone (631) 386-8767
Language https://www.longislandestateplanninglaw.com/?utm_source=GMB&utm_medium=organic&utm_campaign=Smithtown
Directions
James J. Herz, Esq.
Location 969 Jericho Turnpike, St James, NY 11780, USA
Phone (631) 360-0400
Language https://www.jrmgtattorneys.com/attorney-profiles/james-j-herz-esq/
Directions
Joel D. Katims, P.C.
5 out of 5
Location 213 Hallock Rd #3a, Stony Brook, NY 11790, USA
Phone (631) 751-8600
Directions
Estate Planning Lawyers in Centereach, NY

Where Estate Planners in Centereach, NY Serve

Centereach, NY is a bustling community located in the heart of Long Island. This town boasts a variety of landmarks, including the beautiful Selden Hills and the bustling Centereach Mall. The top employers in the area include the renowned Stony Brook University and the prestigious North Shore-LIJ Health System. Major highways and streets in Centereach include the Long Island Expressway and Middle Country Road, which provide easy access to neighboring towns and cities. The neighborhoods in Centereach are diverse and vibrant, ranging from quaint residential areas to bustling commercial districts. With its rich history and vibrant culture, Centereach is a must-visit destination for anyone looking to experience the best that Long Island has to offer.

Financial Services Related to Estate Planning in Centereach, NY

Banks and Credit Unions

Residents of Centereach, NY can benefit from a bank in several ways. Firstly, a bank can help them with their financial needs, such as opening a checking or savings account, obtaining a loan, or applying for a credit card. Secondly, a bank can provide them with financial advice and guidance on how to manage their money effectively. Specifically, Centereach residents can benefit from the proximity of a bank branch, as it can save them time and effort when they need to make transactions or seek assistance. Additionally, a bank in Centereach can offer personalized services that cater to the unique needs of the local community, such as small business loans or mortgage options for first-time homebuyers. Overall, a bank in Centereach can be a valuable resource for its residents, providing them with convenient and reliable financial services.

Insurance Broker

Residents of Centereach, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and advice on selecting the right insurance coverage for their specific needs. With Centereach being a densely populated area, residents may face unique risks and challenges that require specialized insurance coverage. An insurance broker can help residents navigate the often-confusing world of insurance policies and find the coverage that best suits their needs and budget. Additionally, an insurance broker can provide ongoing support, helping residents to understand their policies and make changes as their circumstances change. Overall, working with an insurance broker can provide peace of mind and ensure that residents of Centereach have the protection they need in case of unexpected events.

Retirement Planning

Residents of Centereach, NY can benefit greatly from the services of a retirement planner. With a population of over 31,000 people, many of whom are nearing retirement age, a retirement planner can provide guidance on how to maximize savings and investments to ensure a comfortable retirement. Additionally, Centereach is home to a significant number of small business owners who may need assistance with creating and managing retirement plans for themselves and their employees. A retirement planner can also help residents navigate the complex world of Social Security and Medicare, ensuring they receive the benefits they are entitled to. Overall, a retirement planner can provide invaluable support to Centereach residents as they plan for their future and work towards achieving their retirement goals.

Wealth Management

Residents of Centereach, NY can benefit greatly from the expertise of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. For example, many Centereach residents may be looking to save for retirement, pay off debt, or save for their children's education. A wealth manager can provide guidance on how to achieve these goals through proper budgeting, investing, and asset allocation. Additionally, Centereach is a community that values education and hard work. A wealth manager can help residents navigate the complex world of finance and investments, allowing them to focus on their careers and families while still building a secure financial future.

Financial Advisor

Residents of Centereach, NY can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. With a large population of baby boomers in Centereach, many residents are approaching retirement age and may be unsure of how to best prepare financially. A financial advisor can help create a personalized retirement plan that takes into account factors such as savings, investments, and Social Security benefits. Additionally, a financial advisor can help residents navigate the complex world of taxes and provide advice on how to minimize tax liabilities. With the guidance of a financial advisor, residents of Centereach can feel more confident in their financial future.

Mortgage Loan Officer

Residents of Centereach, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or looking to upgrade. They can also assist with refinancing existing mortgages to get better interest rates or lower monthly payments. One specific benefit for Centereach residents is that a mortgage loan officer can help them navigate the local housing market, which can be competitive and fast-paced. With their expertise, they can provide valuable insights into the best neighborhoods, schools, and amenities in the area. Overall, working with a mortgage loan officer can make the home buying process smoother and less stressful for Centereach residents.

Tax Services

Residents of Centereach, NY can benefit greatly from the services of a tax advisor. With a population of over 31,000 people, Centereach is a bustling community that is home to many small businesses, entrepreneurs, and families. A tax advisor can provide valuable guidance on tax planning and preparation, helping residents to navigate the complex tax code and maximize their deductions. They can also help businesses to stay in compliance with local and state tax laws, and provide advice on how to minimize tax liabilities. Additionally, a tax advisor can help residents to plan for their financial future, providing advice on retirement planning, estate planning, and other important financial matters. With so many tax-related issues to consider, a tax advisor can be an invaluable resource for residents of Centereach, NY.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Centereach, NY can provide a range of services to help individuals and families plan for the future. From creating wills and trusts to establishing powers of attorney and healthcare directives, these attorneys can help clients ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. In addition to these standard services, estate planning lawyers in Centereach, NY can also provide more specialized assistance, such as helping clients navigate complex tax laws or setting up charitable foundations. With their in-depth knowledge of New York state law and their commitment to providing personalized, client-focused service, estate planning lawyers in Centereach, NY are an invaluable resource for anyone looking to plan for the future.

Centereach, NY is undoubtedly the best place to find an estate planning lawyer. The town is home to a plethora of experienced attorneys who specialize in estate planning. One of the most notable aspects of Centereach is its thriving legal community. With a diverse range of law firms and attorneys, residents have access to some of the most knowledgeable and skilled legal professionals in the state. Additionally, Centereach's location in Suffolk County provides residents with access to a wealth of legal resources, including the county's extensive law library and courthouse. Furthermore, the town's close-knit community fosters a culture of trust and collaboration, which is particularly important when it comes to estate planning. Overall, Centereach's legal community, location, and community spirit make it the ideal place to find an estate planning lawyer.