Estate Planning Attorneys in Woodbury, NY

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List of Firms

Top Woodbury, NY Estate Planning Law Firms

The Law Offices of Geoffrey T. Mott, P.C.
5 out of 5
Location 7600 Jericho Turnpike, Woodbury, NY 11797, USA
Phone (516) 544-4600
Directions
Joan Agostino, P.C.
Location 7600 Jericho Turnpike Suite 105, Woodbury, NY 11797, USA
Phone (516) 364-6501
Directions
BrandowLaw
5 out of 5
Location 445 Broadhollow Rd #25, Melville, NY 11747, USA
Phone (631) 675-2540
Directions
David Shor Esq
4 out of 5
Location 3000 Marcus Ave, New Hyde Park, NY 11042, USA
Phone (866) 308-2816
Directions
Law Offices of David Okrent
5 out of 5
Location 33 Walt Whitman Rd, Huntington Station, NY 11746, USA
Phone (631) 427-4600
Directions
Eghrari Wealth Training Law Firm
5 out of 5
Location 50 Karl Ave #202, Smithtown, NY 11787, USA
Phone (631) 265-0599
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
Cohn & Goldstein
Location 100 Crossways Park Dr W #412, Woodbury, NY 11797, USA
Phone (516) 802-5893
Directions
Raskin Rocco Law PLLC
Location 185 Froehlich Farm Blvd, Woodbury, NY 11797, USA
Phone (516) 517-2262
Directions
Law Office of Jeffrey S. Schwartz
Location 7600 Jericho Turnpike #300, Woodbury, NY 11797, USA
Phone (516) 938-3888
Directions
Milber Makris Plousadis Seiden
Location 1000 Woodbury Rd # 402, Woodbury, NY 11797, USA
Phone (516) 712-4000
Directions
Greene Law Associates
Location 180 Froehlich Farm Blvd Suite 1, Woodbury, NY 11797, USA
Phone (516) 364-7455
Directions
Hausman Law Group
5 out of 5
Location 7600 Jericho Turnpike Suite 402, Woodbury, NY 11797, USA
Phone (516) 364-4800
Directions
Ettinger Law Firm
5 out of 5
Location 1 Huntington Quadrangle #2S12, Melville, NY 11747, USA
Phone (631) 673-3777
Directions
Stone Studin Young & Nigro Law Group, LLP
4 out of 5
Location 100 Crossways Park Dr W #3402, Woodbury, NY 11797, USA
Phone (516) 679-4300
Directions
Dilworth & Barrese: Kaplan George M
Location 1000 Woodbury Rd # 405, Woodbury, NY 11797, USA
Phone (516) 228-8484
Directions
Kathleen M. Fox, P.C.
5 out of 5
Location 242 Crossways Park Dr W, Woodbury, NY 11797, USA
Phone (516) 496-0730
Directions
Gray Matters Elder Planning
Location 125 Froehlich Farm Blvd, Woodbury, NY 11797, USA
Phone (631) 845-5100
Directions
Banville Law
5 out of 5
Location 20 Crossways Park Dr N #210b, Woodbury, NY 11797, USA
Phone (516) 243-8034
Directions
Probate Attorney Long Island
5 out of 5
Location 242 E Walnut St, Long Beach, NY 11561, USA
Phone (516) 693-9361
Directions
Futterman, Sirotkin & Seinfeld, LLP
5 out of 5
Location 3 Crossways Park Dr W, Woodbury, NY 11797, USA
Phone (516) 681-0250
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
Law Offices of Douglas M. Reda
5 out of 5
Location 180 Froehlich Farm Blvd, Woodbury, NY 11797, USA
Phone (516) 921-1873
Directions
Law Office of Laurel Scarr-Konel
5 out of 5
Location 415 Crossways Park Dr suite c, Woodbury, NY 11797, USA
Phone (516) 942-4200
Directions
The Law Office Of Dana Aronow PC
Location 20 Crossways Park Dr N Ste 210, Woodbury, NY 11797, USA
Phone (516) 224-3320
Directions
Law Office of Alan C. Stein, P.C.
5 out of 5
Location 7600 Jericho Turnpike #308, Woodbury, NY 11797, USA
Phone (516) 932-1800
Directions
Estate Planning Lawyers in Woodbury, NY

Where Estate Planners in Woodbury, NY Serve

Woodbury, NY is a charming town in Nassau County, Long Island, known for its affluent neighborhoods, top-rated schools, and bustling commercial district. The town is home to several notable landmarks, including the iconic Woodbury Common Premium Outlets, which attracts millions of visitors each year, and the historic Syosset-Woodbury Community Park, a sprawling green space with playgrounds, sports fields, and picnic areas. Woodbury is also a hub for business and commerce, with several major employers in the area, including the prestigious Cold Spring Harbor Laboratory, the award-winning Northwell Health System, and the multinational retail corporation Target. The town is conveniently located near several major highways, including the Long Island Expressway, the Northern State Parkway, and the Seaford-Oyster Bay Expressway, making it easily accessible from all parts of Long Island and beyond. The town is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Woodbury, NY

Banks and Credit Unions

Residents of Woodbury, NY can benefit from a bank in a number of ways. One of the most common is through access to financial products and services that can help them manage their money more effectively. For example, a local bank might offer checking and savings accounts, credit cards, loans, and investment options that can help residents achieve their financial goals. Additionally, banks can provide resources and advice on topics like budgeting, saving for retirement, and building credit. With its high median household income and proximity to New York City, Woodbury residents may have unique financial needs that a local bank can help address. For instance, a bank might offer specialized services for high-net-worth individuals or tailored lending options for those looking to invest in local real estate. Overall, a bank can be a valuable resource for Woodbury residents looking to improve their financial well-being.

Insurance Broker

Residents of Woodbury, NY would greatly benefit from the services of an insurance broker. With the town's proximity to major highways and busy roads, car accidents are a common occurrence. An insurance broker can help residents navigate the often-confusing world of auto insurance, ensuring they have the proper coverage in case of an accident. Additionally, Woodbury is home to many small businesses, and an insurance broker can assist with finding the best coverage for these businesses, protecting them from potential lawsuits or other unforeseen events. Overall, an insurance broker can provide peace of mind for Woodbury residents, knowing they are properly protected in case of any unexpected events.

Retirement Planning

Residents of Woodbury, NY could greatly benefit from the guidance of a retirement planner. With the cost of living in Woodbury being higher than the national average, it's important for individuals to have a solid plan in place for their retirement years. A retirement planner can help residents navigate the various options for saving and investing, such as 401(k) plans and IRAs, in order to maximize their savings potential. Additionally, a planner can provide insight into Social Security benefits and help residents make informed decisions about when to start taking them. With the help of a retirement planner, residents of Woodbury can feel more confident about their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Woodbury, NY could benefit from a wealth manager in a variety of ways. For example, a wealth manager could assist with retirement planning, investment management, tax planning, and estate planning. Additionally, Woodbury is known for its high cost of living and affluent community, so a wealth manager could provide guidance on how to manage and grow wealth in this unique environment. They could also offer advice on how to navigate the local real estate market and make informed decisions about buying or selling property. Overall, a wealth manager could provide invaluable support to residents of Woodbury who want to achieve financial security and long-term prosperity.

Financial Advisor

Residents of Woodbury, NY can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a median age of 47, many Woodbury residents are likely thinking about their retirement and how to save for it. A financial advisor can help them create a personalized plan that takes into account their goals, risk tolerance, and current financial situation. Additionally, many Woodbury residents may be small business owners or entrepreneurs. A financial advisor can assist them in managing their business finances, such as budgeting, tax planning, and investing in the growth of their business. By working with a financial advisor, residents of Woodbury can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Woodbury, NY can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist residents in navigating the complex process of securing a mortgage, whether it be for a first-time home purchase, refinancing, or a second mortgage. Specifically, residents of Woodbury, NY may find it helpful to work with a loan officer who has a deep understanding of the local real estate market. With its close proximity to New York City and its reputation for excellent schools, Woodbury is a highly sought-after area for homebuyers. A knowledgeable loan officer can help residents identify the best mortgage options for their specific needs, as well as provide guidance on how to make their application stand out in a competitive market.

Tax Services

Residents of Woodbury, 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 to lower tax liability. This is particularly important for residents of Woodbury, as the town has a relatively high cost of living compared to other areas in Long Island. A tax advisor can also help with estate planning and ensuring that assets are properly distributed to minimize taxes for heirs. Additionally, with the recent changes to the tax code, a tax advisor can provide insight into how these changes may impact Woodbury residents and offer strategies for minimizing the impact on their finances. Overall, a tax advisor can provide valuable assistance to Woodbury residents in navigating the complex world of taxes and ensuring they are making the most of their financial resources.

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