Estate Planning Attorneys in Westbury, NY

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List of Firms

Top Westbury, NY Estate Planning Law Firms

Donna M. Brady
5 out of 5
Location 900 Merchants Concourse # 305, Westbury, NY 11590, USA
Phone (516) 745-1199
Directions
The Law Offices of Michael W. Alpert
5 out of 5
Location 226 7th St #302, Garden City, NY 11530, USA
Phone (516) 280-7288
Language https://alpertlegal.com/
Directions
David Shor Esq
4 out of 5
Location 3000 Marcus Ave, New Hyde Park, NY 11042, USA
Phone (866) 308-2816
Language http://www.lakesuccesslaw.com/About/David-S-Shor.shtml
Directions
Richard Celestin
5 out of 5
Location 139 Post Ave 1st floor, Westbury, NY 11590, USA
Phone (917) 226-0184
Directions
Anthony E. Core, P.C.
Location 173 School St 3rd Floor, Westbury, NY 11590, USA
Phone (888) 868-6472
Directions
The Virdone Law Firm, P.C.
4 out of 5
Location 1600 Stewart Ave Suite 400, Westbury, NY 11590, USA
Phone (516) 858-2648
Language https://www.familylawfirmnewyork.com/?utm_source=GMB&utm_medium=organic&utm_campaign=Westbury
Directions
Ettinger Law Firm
5 out of 5
Location 100 Merrick Rd #212W, Rockville Centre, NY 11570, USA
Phone (516) 502-0100
Language http://trustlaw.com/
Directions
Estate Planning Lawyers in Westbury, NY

Where Estate Planners in Westbury, NY Serve

Westbury, NY is a bustling Long Island community with a rich history and vibrant present. From the iconic Roosevelt Field Mall to the historic Old Westbury Gardens, there is no shortage of landmarks to explore. Major employers in the area include New York Community Bancorp, Winthrop-University Hospital, and the Viana Hotel and Spa. The Long Island Expressway and Northern State Parkway provide easy access to and from the area, while Old Country Road and Post Avenue are major thoroughfares within the town. Neighborhoods in Westbury range from the quiet streets of Carriage Hill to the bustling downtown area, offering something for everyone. With its mix of history, commerce, and community, Westbury is a must-visit destination for any Long Islander.

Financial Services Related to Estate Planning in Westbury, NY

Banks and Credit Unions

Residents of Westbury, NY would greatly benefit from a bank in several ways. One of the most common ways would be through access to financial services such as checking and savings accounts, loans, and credit cards. This would allow residents to manage their finances more effectively and plan for their future. In addition, a bank in Westbury could provide convenient ATM locations for residents to withdraw cash without having to travel far. Furthermore, a bank could also offer financial education resources to help residents make informed decisions about their money. For instance, with the high cost of living in Westbury, a bank could provide guidance on how to budget and save for housing, transportation, and other expenses. Overall, a bank in Westbury would be a valuable resource for residents seeking to improve their financial well-being.

Insurance Broker

Residents of Westbury, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Westbury residents is by providing personalized guidance and advice on selecting the right insurance policies for their unique needs. For example, Westbury is a densely populated area with a high cost of living, which can make finding affordable insurance policies challenging. An insurance broker can help residents navigate the complex insurance market and find policies that provide adequate coverage while also fitting within their budget. Additionally, an insurance broker can help Westbury residents understand the various insurance options available to them, such as health insurance, life insurance, and homeowners insurance, and help them make informed decisions about which policies are best for their specific situation.

Retirement Planning

Residents of Westbury, NY can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Westbury to determine their retirement goals and create a plan to achieve them. With the rising cost of living in the area, a planner can help residents to budget and save for their future. Additionally, a retirement planner can help individuals navigate the complex world of retirement accounts and investments. For example, many residents of Westbury work in industries such as healthcare or education, which may offer unique retirement benefits that a planner can help them maximize. Overall, a retirement planner can provide invaluable guidance and support to help residents of Westbury, NY achieve a secure and comfortable retirement.

Wealth Management

Residents of Westbury, NY can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Westbury is home to many retirees and pre-retirees who are looking for ways to make the most of their savings and investments. A wealth manager can help them create a retirement plan that takes into account their current financial situation, their goals for the future, and the unique challenges they may face in retirement. Additionally, a wealth manager can provide guidance on investment strategies, tax planning, and estate planning, all of which can help residents of Westbury achieve greater financial security and peace of mind.

Financial Advisor

Residents of Westbury, NY can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by assisting with retirement planning. With the median age in Westbury being 41 years old, many residents are likely thinking about their future and how they will fund their retirement. A financial advisor can help create a personalized plan that takes into account the unique needs and goals of each individual. Additionally, with the cost of living in Westbury being higher than the national average, a financial advisor can also provide guidance on budgeting and saving to help residents achieve their financial goals. By working with a financial advisor, residents of Westbury can feel more confident and in control of their financial future.

Mortgage Loan Officer

Residents of Westbury, NY could benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, these professionals can help potential homeowners navigate the complex process of securing a mortgage loan, which can be especially daunting in a town like Westbury, where the real estate market is highly competitive. A loan officer can also advise residents on the best mortgage products for their individual needs, taking into account factors like credit score, income, and savings. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over time. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Westbury, NY.

Tax Services

Residents of Westbury, NY can benefit from the expertise of a tax advisor in many ways. One of the most common is in navigating the complex tax laws and regulations that are unique to the state of New York. For example, Westbury residents may need guidance on how to properly deduct property taxes, which can be especially high in the area due to the town's desirable location and proximity to New York City. Additionally, a tax advisor can help residents understand the tax implications of home renovations and improvements, which are common in Westbury due to the town's older housing stock. With the help of a tax advisor, Westbury residents can ensure that they are maximizing their deductions and minimizing their tax liability, while also staying compliant with state and federal tax laws.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Westbury, NY can provide a range of services to individuals seeking to secure their assets and provide for their loved ones after their passing. With a deep understanding of the legal framework surrounding wills, trusts, and other estate planning tools, these lawyers can help clients navigate complex legal processes and ensure that their wishes are carried out according to their exact specifications. In Westbury, NY, this might involve addressing unique concerns related to the local real estate market or tax laws, as well as cultural or familial traditions that may impact the distribution of assets. With a wealth of experience and a deep commitment to their clients' needs, estate planning lawyers in Westbury, NY can provide invaluable guidance and support throughout the estate planning process.

Nestled in the heart of Nassau County, Westbury, NY is the ideal place to find an estate planning lawyer. With its rich history and diverse community, Westbury offers a unique blend of urban and suburban living. Its close proximity to New York City provides easy access to a plethora of legal resources, while its charming small-town atmosphere fosters a sense of community and trust. Furthermore, Westbury is home to some of the most experienced and knowledgeable estate planning lawyers in the region. These legal professionals are well-versed in the intricacies of New York State law and can help clients navigate the complex world of estate planning with ease. Whether you are looking to draft a will, establish a trust, or plan for long-term care, Westbury, NY is the place to be.