Estate Planning Attorneys in Jericho, NY

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List of Firms

Top Jericho, NY Estate Planning Law Firms

The Sklavos Law Group, P.C.
SEC File# 801-77651
CRD# 142739
5 out of 5
Location 375 N Broadway, Jericho, NY 11753, USA
Phone (516) 248-4000
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
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Donohue Mc Gahan & Catalano
1 out of 5
Location 380 N Broadway, Jericho, NY 11753, USA
Phone (516) 681-3100
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James Sawyer, Attorney At Law
5 out of 5
Location 390 N Broadway, Jericho, NY 11753, USA
Phone (516) 222-4567
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Ehrlich Jeffrey
Location 575 Jericho Turnpike # 210, Jericho, NY 11753, USA
Phone (516) 931-3525
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Heitner Brian
5 out of 5
Location 100 Jericho Quadrangle # 226, Jericho, NY 11753, USA
Phone (516) 933-2600
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Waldhauser Law Firm, PC
Location 390 N Broadway #120, Jericho, NY 11753, USA
Phone (516) 802-5402
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Robert T. Acker, P.C
5 out of 5
Location 390 N Broadway #200, Jericho, NY 11753, USA
Phone (516) 798-9800
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Saundra M. Gumerove & Associates
5 out of 5
Location 42 Marian Ln, Jericho, NY 11753, USA
Phone (516) 822-3397
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Law Office of John N. Tasolides
5 out of 5
Location 575 Jericho Turnpike Suite 110, Jericho, NY 11753, USA
Phone (516) 682-8220
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Ginamarie M. Palmieri
Location 55 Jericho Turnpike #304, Jericho, NY 11753, USA
Phone (347) 561-4492
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Schoenfeld Stuart H
Location 100 Jericho Quadrangle # 233, Jericho, NY 11753, USA
Phone (516) 931-8100
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Estate Planning Lawyers in Jericho, NY

Where Estate Planners in Jericho, NY Serve

Jericho, NY is a bustling community located in Nassau County on Long Island. This vibrant town is home to a plethora of landmarks, including the iconic Jericho Cider Mill and the elegant Milleridge Inn. Additionally, Jericho is known for its top employers, such as the Northwell Health system and the popular grocery chain, Stop & Shop. Major highways and streets, such as the Long Island Expressway and Jericho Turnpike, serve as convenient transportation options for residents and visitors alike. Furthermore, Jericho is comprised of several distinct neighborhoods, including the upscale Hamlet Estates and the charming Village Green. With its rich history and diverse offerings, Jericho is a truly unique and exciting place to call home.

Financial Services Related to Estate Planning in Jericho, NY

Banks and Credit Unions

Residents of Jericho, NY would be helped by a bank in a variety of ways. One of the most common ways is through providing financial assistance for home purchases. Jericho is a suburban community, and many residents are looking to buy homes in the area. A bank can provide loans and mortgages to help residents achieve their dream of homeownership. Additionally, banks can offer savings accounts, checking accounts, and other financial products to help residents manage their money and plan for the future. With the help of a bank, residents of Jericho can feel more secure and confident in their financial decisions.

Insurance Broker

Residents of Jericho, NY can benefit greatly from the services of an insurance broker. With the high cost of living in the area, it can be difficult for many residents to afford adequate insurance coverage. An insurance broker can help residents navigate the complex world of insurance, finding policies that fit their specific needs and budget. For example, with the high number of commuters in Jericho, an insurance broker can help residents find affordable auto insurance that provides adequate coverage for their daily commute. Additionally, with the risk of severe weather events in the area, an insurance broker can help residents find homeowners insurance policies that provide protection against damage from storms and flooding. Overall, an insurance broker can provide invaluable assistance to residents of Jericho, NY in finding the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Jericho, NY can greatly benefit from the expertise of a retirement planner. Jericho is known for its high cost of living, which can make it difficult for retirees to maintain their standard of living. A retirement planner can help residents of Jericho navigate the complex world of retirement planning and ensure that they have enough money to cover their expenses. They can also help retirees maximize their Social Security benefits and create a personalized investment strategy that takes into account their unique financial situation. With the help of a retirement planner, residents of Jericho can enjoy a comfortable retirement without having to worry about running out of money.

Wealth Management

Residents of Jericho, NY can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by receiving assistance in developing a personalized financial plan that takes into account their unique goals and circumstances. A wealth manager can help residents of Jericho, NY navigate the complexities of investing, tax planning, and retirement planning, among other things. Additionally, a wealth manager can provide guidance on estate planning, philanthropy, and other aspects of wealth management that can help residents achieve their long-term financial goals. For example, Jericho, NY residents may need help navigating the high cost of living in the area, including housing costs and property taxes, and a wealth manager can provide strategies to help them manage these expenses while still achieving their financial objectives.

Financial Advisor

Residents of Jericho, NY could benefit from the guidance of a financial advisor in a number of ways. One specific issue that many Jericho residents face is the high cost of living in the area. A financial advisor could help residents create a budget and find ways to save money on expenses like housing, transportation, and groceries. Additionally, a financial advisor could help residents plan for their future by creating a retirement savings plan, setting financial goals, and investing wisely. With the help of a financial advisor, residents of Jericho could feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Jericho, NY could greatly benefit from the assistance of a mortgage loan officer. Whether they are looking to purchase their first home or refinance an existing mortgage, a loan officer can help guide them through the process and find the best loan options available. One specific aspect of Jericho, NY that a loan officer could assist with is the competitive housing market. With a high demand for homes in the area, a loan officer can help residents navigate the bidding process and secure financing quickly to make a competitive offer. Additionally, a loan officer can provide valuable insights on the local real estate market and help residents make informed decisions about their home financing options. Overall, a mortgage loan officer can be a valuable resource for residents of Jericho, NY looking to achieve their homeownership goals.

Tax Services

Residents of Jericho, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. For example, Jericho is home to many small business owners who may be eligible for various tax breaks, such as the home office deduction or the Section 179 deduction. A tax advisor can help these individuals navigate the complex tax laws and regulations to ensure they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can help residents of Jericho understand how these changes may impact their tax liability and provide strategies for minimizing their tax burden. Overall, a tax advisor can provide valuable insights and advice to help residents of Jericho make informed decisions about their finances and taxes.

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