Estate Planning Attorneys in Lake Success, NY

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List of Firms

Top Lake Success, NY Estate Planning Law Firms

The Law Office of Lance H. Meyer
5 out of 5
Location 3 Dakota Dr #300, New Hyde Park, NY 11042, USA
Phone (516) 488-2255
Directions
Solomon Richman P.C.
5 out of 5
Location 3000 Marcus Ave #1e5, New Hyde Park, NY 11042, USA
Phone (516) 437-6443
Directions
The Misrok Law Firm, LLP
4 out of 5
Location 30 S Central Ave, Valley Stream, NY 11580, USA
Phone (516) 825-3025
Directions
Jules Martin Haas
5 out of 5
Location 488 Madison Ave Suite 1120, New York, NY 10022, USA
Phone (212) 355-2575
Directions
Cooper & Paroff & Graham P.C.
4 out of 5
Location 1 Linden Pl Suite 302, Great Neck, NY 11021, USA
Phone (718) 793-1311
Directions
The Estate Planning & Elder Law Group
5 out of 5
Location 71-27 Myrtle Ave, Glendale, NY 11385, USA
Phone (718) 514-2066
Directions
Robert Bichoupan P.C.
5 out of 5
Location 175 E Shore Rd, Great Neck, NY 11023, USA
Phone (516) 482-1186
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Forspan Klear LLP
5 out of 5
Location 175 Great Neck Rd Suite 409, Great Neck, NY 11021, USA
Phone (516) 765-7772
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Probate Lawyer Long Island
5 out of 5
Location 1201 Northern Blvd, Manhasset, NY 11030, USA
Phone (516) 693-9362
Directions
Sweeney, Reich & Bolz, LLP
2 out of 5
Location 1981 Marcus Avenue #200, Lake Success, NY 11042, USA
Phone (718) 459-9000
Directions
Ronald Fatoullah & Associates
4 out of 5
Location 60 Cutter Mill Rd #507, Great Neck, NY 11021, USA
Phone (516) 466-4422
Directions
Levy Law & Mediation Firm
5 out of 5
Location 50 Hill Park Ave Suite 2B, Great Neck, NY 11021, USA
Phone (516) 584-6911
Directions
Regina Kiperman, RK Law PC
5 out of 5
Location 40 Wall St Suite 2508, New York, NY 10005, USA
Phone (917) 261-4514
Directions
Probate Lawyer Queens
5 out of 5
Location 11904 80th Rd, Queens, NY 11415, USA
Phone (347) 826-1341
Directions
Jeffrey D. Herman & Associates, P.C.
5 out of 5
Location 3333 New Hyde Park Rd, New Hyde Park, NY 11042, USA
Directions
Estate Planning Lawyers in Lake Success, NY

Where Estate Planners in Lake Success, NY Serve

Lake Success, NY is a bustling community situated in Nassau County, Long Island. The area is home to several landmarks that attract visitors from far and wide, including the stunning Lake Success Country Club and the picturesque Great Neck Park District. The town is also home to several top employers, such as the North Shore-Long Island Jewish Health System and the United States Merchant Marine Academy. Major highways, such as the Long Island Expressway and the Northern State Parkway, provide easy access to neighboring towns and cities, while local streets like Lakeville Road and Marcus Avenue make commuting a breeze. Lake Success is comprised of several unique neighborhoods, each with its own distinct character and charm. From the upscale Lake Success Estates to the family-friendly Lake Success Village, there's something for everyone in this vibrant community.

Financial Services Related to Estate Planning in Lake Success, NY

Banks and Credit Unions

Residents of Lake Success, NY would be helped by a bank in several ways. Firstly, a bank can provide them with access to financial products and services such as checking and savings accounts, credit cards, loans, and mortgages. This is important for residents who need to manage their finances effectively and plan for their future. Secondly, a bank can offer financial advice and guidance to help residents make informed decisions about their money. This is especially important in Lake Success, NY, where the cost of living is high and residents may need to make strategic financial decisions to ensure their financial stability. Lastly, a bank can provide residents with convenient access to their money through online banking, mobile banking, and ATMs. This is crucial for busy residents who need to manage their finances on-the-go and don't have time to visit a physical branch.

Insurance Broker

Residents of Lake Success, NY can benefit greatly from the services of an insurance broker. With its affluent population and high cost of living, finding affordable insurance coverage can be a challenge for many families and individuals in this area. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs. For example, they can help homeowners find the right policies to protect their homes from damage caused by extreme weather conditions, such as the frequent snowstorms that hit the area in the winter. Additionally, an insurance broker can assist residents in finding health insurance plans that provide comprehensive coverage for medical expenses, which can be especially important for families with children or elderly relatives. Overall, an insurance broker can provide invaluable assistance to residents of Lake Success, NY in securing the insurance coverage they need to protect their families and their assets.

Retirement Planning

Residents of Lake Success, NY could benefit from the services of a retirement planner in a number of ways. One of the most common is through creating a personalized retirement plan that takes into account their unique financial situation and retirement goals. This could include strategies for maximizing retirement savings, minimizing taxes, and ensuring that they have enough income to support their lifestyle throughout retirement. Additionally, a retirement planner could help residents of Lake Success navigate the complex world of retirement benefits, including Social Security, pensions, and 401(k) plans. Given the high cost of living in Lake Success, NY, it is particularly important for residents to have a solid retirement plan in place to ensure their financial security in their golden years.

Wealth Management

Residents of Lake Success, NY can greatly benefit from the services of a wealth manager. With the high cost of living in the area, many individuals and families may struggle to manage their finances effectively. A wealth manager can provide guidance on investment strategies, tax planning, and estate planning to ensure that their clients are making the most of their money. In addition, Lake Success, NY is home to many successful professionals and business owners who may have complex financial situations. A wealth manager can help these individuals navigate the complexities of their finances and make informed decisions about their wealth. With the help of a wealth manager, residents of Lake Success, NY can achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Lake Success, NY would greatly benefit from the guidance of a financial advisor in several ways. Firstly, with the high cost of living in the area, a financial advisor can help residents create a budget and manage their expenses effectively. Additionally, with many residents working in finance and business, a financial advisor can provide valuable advice on investments and retirement planning. Furthermore, with the recent changes in tax laws, a financial advisor can help residents navigate the complexities of filing their taxes and potentially save them money. Overall, a financial advisor can provide personalized and expert advice to help residents of Lake Success, NY achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lake Success, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist in securing a mortgage for a new home, refinancing an existing mortgage, or obtaining a home equity loan. With Lake Success being a primarily residential community, many residents are in need of these services to achieve their homeownership goals. Additionally, a mortgage loan officer can provide valuable guidance and advice on the local real estate market, which can be especially helpful in a community like Lake Success where property values are high. By working with a mortgage loan officer, residents of Lake Success can navigate the complex process of obtaining a mortgage with ease and confidence.

Tax Services

Residents of Lake Success, NY could benefit from the expertise of a tax advisor in several ways. One of the most common ways is through the preparation and filing of their tax returns. A tax advisor can help ensure that residents are claiming all eligible deductions and credits, which can result in significant tax savings. Additionally, Lake Success is home to many high-net-worth individuals and families, which can make tax planning and wealth management particularly complex. A tax advisor can work with these residents to develop a comprehensive tax strategy that takes into account their unique financial situation and goals. Overall, a tax advisor can provide valuable guidance and support to residents of Lake Success, NY, helping them navigate the complex and ever-changing world of taxes.

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