Estate Planning Attorneys in Smithtown, NY

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List of Firms

Top Smithtown, NY Estate Planning Law Firms

Andreoli Craig
Location 373 NY-111, Smithtown, NY 11787, USA
Phone (631) 656-0542
Language http://www.andreolilaw.com/
Directions
Futterman, Lanza & Pasculli, LLP
5 out of 5
Location 180 E Main St Suite 101, Smithtown, NY 11787, USA
Phone (631) 979-4300
Language https://www.trustedattorneys.com/
Directions
Christopher J Coiro, PC
5 out of 5
Location 330 Motor Pkwy #300, Hauppauge, NY 11788, USA
Phone (631) 622-7700
Language http://coirolaw.com/aboutus.htm
Directions
Diamond Law Group
Location 25 W Main St, Smithtown, NY 11787, USA
Phone (516) 663-5151
Language http://diamondlawgroup.com/
Directions
John P. Garvey, PC
5 out of 5
Location 180 E Main St, Smithtown, NY 11787, USA
Phone (631) 360-8300
Language http://www.wealthcounsel.com/
Directions
DePinto Law, LLP
Location 737 Smithtown Bypass, Smithtown, NY 11787, USA
Phone (631) 249-8200
Language http://www.thetrustlawyers.net/
Directions
The Law Firm of Grasing & Associates
Location 99 Smithtown Blvd, Smithtown, NY 11787, USA
Phone (631) 240-4480
Language http://newyorkbusinesslawyerblog.com/
Directions
Jakubowski Robertson Maffei Goldsmith and Tartaglia LLP
4 out of 5
Location 969 Middle Country Rd, St James, NY 11780, USA
Phone (631) 360-0400
Language https://www.jrmgtattorneys.com/?utm_source=google&utm_medium=organic&utm_campaign=gmb%20local&utm_term=St.%20James&utm_content=Homepage
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Mullen & Iannarone, P.C.
4 out of 5
Location 300 E Main St Suite 3, Smithtown, NY 11787, USA
Phone (631) 361-7050
Directions
Jack Stuart Beige & Associates, PC
4 out of 5
Location 119 W Main St, Smithtown, NY 11787, USA
Phone (631) 231-7725
Language https://beigelaw.com/
Directions
Estate Planning Lawyers in Smithtown, NY

Where Estate Planners in Smithtown, NY Serve

Smithtown, NY is a vibrant and bustling town located on Long Island. It is home to a variety of landmarks, including the Smithtown Bull, a statue that represents the town's history as a cattle ranching community. Other notable landmarks include the Caleb Smith State Park Preserve, which offers hiking trails and scenic views of the surrounding area. The town is also home to several top employers, including the Hauppauge Industrial Park, which is one of the largest industrial parks in the Northeast. Other major employers in the area include St. Catherine of Siena Medical Center and the Smithtown Central School District. When it comes to transportation, Smithtown is conveniently located near several major highways, including the Long Island Expressway and the Northern State Parkway. These highways provide easy access to other parts of Long Island, as well as New York City. In terms of neighborhoods, Smithtown is known for its diverse and welcoming communities.

Financial Services Related to Estate Planning in Smithtown, NY

Banks and Credit Unions

Residents of Smithtown, NY can benefit from a bank in numerous ways. One of the most common ways is through providing financial assistance for purchasing a home in the area. Smithtown is a popular suburban town on Long Island, known for its excellent schools, beautiful parks, and vibrant community. With the median home value in Smithtown hovering around $500,000, many residents may need a mortgage to purchase their dream home. A bank can help by offering competitive interest rates, flexible payment plans, and personalized guidance throughout the home-buying process. Additionally, banks in Smithtown can provide access to savings accounts, checking accounts, credit cards, and other financial products to help residents manage their money and achieve their financial goals.

Insurance Broker

Residents of Smithtown, NY can benefit greatly from the services of an insurance broker. With the town's proximity to the Long Island Sound and the Atlantic Ocean, many residents may require specialized insurance coverage for their homes and properties. Additionally, Smithtown is a popular destination for tourists, which can increase the likelihood of accidents and liability claims. An insurance broker can help residents navigate the complexities of insurance policies and find the coverage that best suits their needs and budget. They can also provide valuable advice on how to minimize risks and prevent losses. Overall, working with an insurance broker can provide peace of mind and ensure that residents of Smithtown are adequately protected in case of unexpected events.

Retirement Planning

Residents of Smithtown, NY could greatly benefit from the guidance of a retirement planner. With a population of over 117,000 people, many of whom are approaching retirement age, it can be overwhelming to navigate the complex world of retirement planning. A retirement planner can assist with creating a personalized retirement plan that takes into account factors such as Social Security benefits, healthcare costs, and investment strategies. Additionally, Smithtown, NY has a high cost of living, which can make it challenging to save for retirement. A retirement planner can help residents navigate these financial obstacles and create a plan that ensures a comfortable retirement.

Wealth Management

Residents of Smithtown, NY can greatly benefit from the guidance and expertise of a wealth manager. With its high median household income and affluent population, Smithtown presents unique financial challenges and opportunities that require a tailored approach. A wealth manager can assist residents in creating a comprehensive financial plan that takes into account their specific goals, such as saving for retirement or paying for their children's education. Additionally, a wealth manager can provide guidance on tax-efficient investment strategies and help residents navigate complex financial products. Overall, a wealth manager can provide peace of mind and help residents make informed decisions about their financial future in Smithtown, NY.

Financial Advisor

Residents of Smithtown, NY can benefit from the guidance of a financial advisor in a number of ways. One of the most common ways is through retirement planning. With a large population of older residents, many of whom have worked in high-paying industries like finance and healthcare, a financial advisor can help them navigate the complexities of retirement savings and investments. Additionally, with the high cost of living in Smithtown, a financial advisor can help residents budget and save for major expenses like home ownership and college tuition. Overall, a financial advisor can provide valuable insight and strategies to help residents of Smithtown achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Smithtown, NY can greatly benefit from the services of a mortgage loan officer. With the high cost of living in Smithtown, many residents struggle to afford the down payment and monthly payments for a home. A mortgage loan officer can help residents secure a loan that fits their budget and financial situation. Additionally, Smithtown is known for its competitive housing market, with many buyers vying for the same properties. A mortgage loan officer can help residents navigate this market and make competitive offers that are more likely to be accepted. Overall, a mortgage loan officer can be an invaluable resource for residents of Smithtown looking to purchase a home.

Tax Services

Residents of Smithtown, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. For example, residents of Smithtown who own homes may be eligible for deductions related to property taxes and mortgage interest. Additionally, a tax advisor can help residents navigate the complexities of state and local taxes, which can vary widely from one jurisdiction to another. With its proximity to New York City and its status as a hub for small businesses, Smithtown presents unique tax challenges that a knowledgeable advisor can help residents overcome. By working with a tax advisor, residents can ensure that they are taking advantage of all available tax benefits and minimizing their tax liabilities.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Smithtown, NY can provide a plethora of services to ensure that your assets and legacy are protected. From drafting wills and trusts to creating healthcare directives and power of attorney documents, an estate planning lawyer can help you navigate the complex legal landscape of estate planning. In Smithtown, NY specifically, an estate planning lawyer can also assist with navigating the local tax laws and regulations, which can vary greatly from state to state. Additionally, they can provide guidance on how to protect your assets from potential creditors and ensure that your loved ones are taken care of in the event of your passing. With their burstiness and complexity, estate planning lawyers in Smithtown, NY are equipped to handle any and all of your estate planning needs.

Smithtown, NY is the ultimate destination for anyone seeking the services of an estate planning lawyer. With its rich history dating back to the 17th century, Smithtown boasts a diverse community of professionals with a wealth of experience in estate planning. The town is home to some of the most reputable law firms in the state, staffed by highly qualified attorneys who have a deep understanding of the intricacies of estate planning. Furthermore, Smithtown's location in the heart of Long Island provides easy access to a vast network of financial institutions and other resources that are essential in the estate planning process. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate, Smithtown's legal community has the expertise and resources to help you achieve your goals.