Estate Planning Attorneys in Cold Spring Harbor, NY

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List of Firms

Top Cold Spring Harbor, NY Estate Planning Law Firms

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Brian Andrew Tully, ESQ
4 out of 5
Location 532 Broadhollow Rd #123, Melville, NY 11747, USA
Phone (631) 424-2800
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Berwitz & DiTata LLP
5 out of 5
Location 310 Old Country Rd #101, Garden City, NY 11530, USA
Phone (516) 747-3200
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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
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Hirschmann Thomas R
Location 120 Main St, Huntington, NY 11743, USA
Phone (631) 427-0100
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Meyer & Spencer, PC
5 out of 5
Location 390 Bedford Rd, Pleasantville, NY 10570, USA
Phone (914) 741-2288
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Stefans Law Group PC
5 out of 5
Location 137 Woodbury Rd Suite 2, Woodbury, NY 11797, USA
Phone (516) 692-2744
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Law Offices of Steven M. Adler, PLLC
5 out of 5
Location 390 N Broadway #200, Jericho, NY 11753, USA
Phone (516) 876-1105
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Barry K. Honigman
Location 225 Old Country Rd, Melville, NY 11747, USA
Phone (631) 390-2100
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Ettinger Law Firm
4 out of 5
Location 6369 Mill St #211, Rhinebeck, NY 12572, USA
Phone (845) 876-6266
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Tully Law Group, PC
5 out of 5
Location 532 Broadhollow Rd Suite 123, Melville, NY 11747, USA
Phone (631) 424-2800
Directions
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Grossman and Associates PLLC
Location 143 Main St, Huntington, NY 11743, USA
Phone (631) 864-5575
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Trust and Estate Planning Law Office
5 out of 5
Location 310 E 2nd St Suite 9A, New York, NY 10009, USA
Phone (718) 333-2395
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Estate Planning Lawyers in Cold Spring Harbor, NY

Where Estate Planners in Cold Spring Harbor, NY Serve

Cold Spring Harbor, NY is a quaint village located on the North Shore of Long Island. It is home to several landmarks, including the Cold Spring Harbor Laboratory, which is a world-renowned research institution that has made groundbreaking discoveries in genetics and cancer research. Other notable landmarks include the Whaling Museum and the Cold Spring Harbor Fish Hatchery. The village is also home to several top employers, including Cold Spring Harbor Laboratory, North Shore-LIJ Health System, and the Cold Spring Harbor School District. These institutions provide employment opportunities for residents and attract professionals from all over the world. Major highways and streets in Cold Spring Harbor include Route 25A, which runs through the heart of the village and connects it to neighboring towns. Other major roads include Woodbury Road and Main Street, which are lined with charming shops and restaurants. Neighborhoods in Cold Spring Harbor are diverse and offer a range of housing options, from historic homes to modern estates.

Financial Services Related to Estate Planning in Cold Spring Harbor, NY

Banks and Credit Unions

Residents of Cold Spring Harbor, NY could benefit from a bank in a variety of ways. One of the most common ways a bank could assist the community is by providing access to financial resources for small businesses. Cold Spring Harbor is a quaint village on the North Shore of Long Island, known for its picturesque harbor and historic homes. Many of the businesses in the area are locally-owned and operated, and could benefit from loans or lines of credit to help them grow and expand. Additionally, a bank could provide convenient access to ATM machines and other banking services for residents who may not have easy access to transportation or other banking options. Overall, a bank could play an important role in supporting the economic vitality of the Cold Spring Harbor community.

Insurance Broker

Residents of Cold Spring Harbor, NY can benefit greatly from the services of an insurance broker. With its proximity to the water and harsh winter weather, residents may be at risk for flooding and property damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage in case of any unexpected events. Additionally, with the high cost of living in the area, an insurance broker can help residents find affordable health insurance options that meet their needs. Overall, an insurance broker can provide valuable guidance and support for residents of Cold Spring Harbor, NY when it comes to protecting their homes, health, and finances.

Retirement Planning

Residents of Cold Spring Harbor, NY can benefit from the expertise of a retirement planner in a variety of ways. With its high cost of living and proximity to New York City, many residents of Cold Spring Harbor may be concerned about their ability to retire comfortably. A retirement planner can help these individuals develop a personalized plan for saving and investing that takes into account their unique financial situation and goals. Additionally, Cold Spring Harbor is home to a large number of retirees who may be looking for ways to maximize their retirement income and protect their assets. A retirement planner can provide guidance on Social Security, Medicare, and other retirement benefits, as well as strategies for minimizing taxes and preserving wealth. Overall, a retirement planner can be an invaluable resource for residents of Cold Spring Harbor who want to ensure a secure and fulfilling retirement.

Wealth Management

Residents of Cold Spring Harbor, NY would greatly benefit from the guidance and expertise of a wealth manager. With its affluent community and high cost of living, managing finances can be a daunting task. A wealth manager can provide personalized financial planning and investment strategies to help residents achieve their long-term financial goals. Additionally, with Cold Spring Harbor's proximity to New York City, many residents may have complex financial situations that require specialized knowledge and experience. A wealth manager can provide valuable insight and advice on tax planning, estate planning, and risk management. Overall, a wealth manager can help residents of Cold Spring Harbor navigate the complex world of finance and make informed decisions to secure their financial future.

Financial Advisor

Residents of Cold Spring Harbor, NY could benefit greatly from the guidance of a financial advisor. With the high cost of living in the area, many may struggle to save for retirement or invest in their future. A financial advisor could help residents create a personalized plan to manage their finances and meet their financial goals. Additionally, with Cold Spring Harbor being a popular destination for boaters and sailors, a financial advisor could assist in navigating the complexities of marine financing and insurance. Overall, a financial advisor could provide invaluable support to residents of Cold Spring Harbor, helping them to secure their financial future and achieve their dreams.

Mortgage Loan Officer

Residents of Cold Spring Harbor, NY can benefit from the services of a mortgage loan officer in many ways. For instance, a mortgage loan officer can help residents secure a mortgage loan to buy a home in Cold Spring Harbor, a picturesque village located on the North Shore of Long Island. With its scenic waterfront, historic landmarks, and top-rated schools, Cold Spring Harbor is a highly desirable place to live. A mortgage loan officer can also assist residents in refinancing their existing mortgages to take advantage of lower interest rates or to access equity in their homes for home improvements or other expenses. Additionally, a mortgage loan officer can provide guidance and advice on the various mortgage options available to residents, helping them make informed decisions about their financial future.

Tax Services

Residents of Cold Spring Harbor, NY can greatly benefit from the expertise of a tax advisor in several ways. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations specific to New York State. Cold Spring Harbor is located in Suffolk County, which has its own set of tax laws and regulations that can be confusing for individuals to understand. A tax advisor can help residents ensure that they are in compliance with these laws and regulations while also maximizing their tax savings. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, to help residents achieve their financial goals. With the help of a tax advisor, residents of Cold Spring Harbor can feel confident that their tax affairs are in order and that they are making the most of their financial resources.

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