Estate Planning Attorneys in Great Neck, NY

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List of Firms

Top Great Neck, NY Estate Planning Law Firms

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Law Offices of Barry Leibowicz PLLC
4 out of 5
Location 24 Grenwolde Dr, Great Neck, NY 11024, USA
Phone (516) 829-4919
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Robert Bommarito Attorney
Location 80 Cutter Mill Rd # 404, Great Neck, NY 11021, USA
Phone (516) 741-3934
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Levy Law & Mediation Firm
5 out of 5
Location 50 Hill Park Ave Suite 2B, Great Neck, NY 11021, USA
Phone (516) 584-6911
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Garfunkel Wild, P.C.
5 out of 5
Location 111 Great Neck Rd, Great Neck, NY 11021, USA
Phone (516) 393-2200
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Hankin & Mazel PLLC
4 out of 5
Location 60 Cutter Mill Rd #505, Great Neck, NY 11021, USA
Phone (516) 499-5800
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Andelsman Law
5 out of 5
Location 98 Cutter Mill Rd, Great Neck, NY 11021, USA
Phone (516) 625-9200
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David Pour & Associates
1 out of 5
Location 10 Cutter Mill Rd # 406, Great Neck, NY 11021, USA
Phone (516) 829-1990
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Kestenbaum & Mark LLP
5 out of 5
Location 40 Cutter Mill Rd Suite 300, Great Neck, NY 11021, USA
Phone (516) 466-0410
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Rosenthal, Attorneys at Law, P.C.
4 out of 5
Location 336 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 487-1612
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Esagoff Law Group, P.C.
5 out of 5
Location 917 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 304-5944
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Estate Planning Lawyer Long Island
5 out of 5
Location 57 Fritchie Pl, Valley Stream, NY 11580, USA
Phone (516) 882-6518
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Radow Law Group
5 out of 5
Location 1010 Northern Blvd Suite 304, Great Neck, NY 11021, USA
Phone (212) 577-5000
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Cooper & Paroff & Graham P.C.
4 out of 5
Location 1 Linden Pl Suite 302, Great Neck, NY 11021, USA
Phone (718) 793-1311
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Estate Planning Lawyers in Great Neck, NY

Where Estate Planners in Great Neck, NY Serve

Great Neck, NY is a vibrant and diverse community located on the North Shore of Long Island. With a rich history and a variety of landmarks, it's no wonder that Great Neck is a top destination for residents and visitors alike. From the iconic Great Neck Plaza to the stunningly beautiful Steppingstone Park, there's no shortage of things to see and do in this charming town. When it comes to top employers, Great Neck has a lot to offer. Some of the biggest names in business call this area home, including Northwell Health, Parker Jewish Institute, and the Great Neck Public Schools. With so many thriving businesses in the area, it's easy to see why Great Neck is such a popular place to live and work. Of course, no discussion of Great Neck would be complete without mentioning the many highways and streets that crisscross the town. From the Long Island Expressway to Northern Boulevard, there are plenty of ways to get around Great Neck and explore all that it has to offer.

Financial Services Related to Estate Planning in Great Neck, NY

Banks and Credit Unions

Residents of Great Neck, NY would be helped by a bank in many ways. One of the most common ways is through providing access to financial products and services that can help them manage their money effectively. For example, a bank can offer savings accounts, checking accounts, and credit cards that can help residents save money, pay bills, and make purchases. Additionally, a bank can provide loans and mortgages to help residents buy homes or start businesses. In Great Neck, NY, a bank can also offer specialized services for the many professionals who live and work in the area, such as doctors, lawyers, and financial advisors. By providing these services, a bank can help residents of Great Neck, NY achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Great Neck, NY can benefit greatly from the services of an insurance broker. With a population of over 10,000 people, Great Neck is a bustling community with a diverse range of insurance needs. An insurance broker can help residents navigate the complex world of insurance, ensuring that they have the coverage they need to protect themselves and their families. For example, Great Neck is home to many high-net-worth individuals who may require specialized insurance coverage for their valuable assets, such as fine art, jewelry, and luxury cars. An insurance broker can help these residents find the right policies to protect their assets in the event of theft, damage, or loss. Additionally, an insurance broker can help Great Neck residents find affordable health insurance, which can be especially important for those who are self-employed or work for small businesses that do not offer health insurance benefits. Overall, an insurance broker can be an invaluable resource for Great Neck residents looking to protect themselves and their families from life's uncertainties.

Retirement Planning

Residents of Great Neck, NY can benefit greatly from the guidance of a retirement planner. Great Neck is a diverse community with a large population of retirees. A retirement planner can help these individuals create a personalized plan for their financial future, taking into consideration their unique circumstances and goals. This could include strategies for maximizing Social Security benefits, managing retirement accounts, and creating a budget for living expenses. In addition, many residents of Great Neck have high net worth and may require specialized estate planning services. A retirement planner can assist with creating a comprehensive estate plan that addresses tax implications and ensures that assets are distributed according to the individual's wishes. Overall, a retirement planner can provide peace of mind and help residents of Great Neck, NY achieve their financial goals in retirement.

Wealth Management

Residents of Great Neck, NY could benefit greatly from the assistance of a wealth manager in a number of ways. One of the most common ways a wealth manager could help is by providing guidance on investment strategies that are tailored to the unique financial needs and goals of each individual. Great Neck is known for its affluent community, and a wealth manager could help residents navigate the complexities of managing their wealth, including tax planning, estate planning, and retirement planning. Additionally, a wealth manager could help residents make informed decisions about charitable giving, which is a popular activity in Great Neck. By working with a wealth manager, residents of Great Neck could enjoy greater financial security and peace of mind knowing that their assets are being managed effectively.

Financial Advisor

Residents of Great Neck, NY can benefit greatly from the expertise of a financial advisor. With its affluent population and high cost of living, Great Neck presents unique financial challenges that require specialized knowledge and guidance. A financial advisor can help residents navigate these challenges by providing personalized financial planning, investment management, and retirement planning services. For example, a financial advisor can help Great Neck residents develop a comprehensive plan for saving and investing for their children's education, which is particularly important given the high cost of private schools and universities in the area. Additionally, a financial advisor can help residents manage their tax liabilities and maximize their deductions, which is especially important given the high property taxes in Great Neck. Overall, a financial advisor can be an invaluable resource for residents of Great Neck looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Great Neck, NY can benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, a mortgage loan officer can help residents navigate the complex process of securing a mortgage, which can be especially challenging in a high-cost area like Great Neck. They can also help residents assess their financial situation and determine how much they can realistically afford to borrow. Additionally, a mortgage loan officer can provide valuable advice on the different types of mortgages available and help residents choose the one that best fits their needs. With their knowledge of the local real estate market, a mortgage loan officer can also help residents find the best deals on homes in Great Neck and negotiate favorable terms with lenders. Ultimately, a mortgage loan officer can be an invaluable resource for anyone looking to buy a home in Great Neck, NY.

Tax Services

Residents of Great Neck, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can assist Great Neck residents is by helping them navigate the complex tax laws and regulations specific to the state of New York. For example, Great Neck is located in Nassau County, which has its own unique tax rules that can be confusing for taxpayers. Additionally, many Great Neck residents are high earners and may need assistance with tax planning strategies to minimize their tax liability. A tax advisor can help these individuals identify deductions and credits they may be eligible for, as well as provide guidance on how to structure their finances in a tax-efficient manner. Overall, a tax advisor can provide invaluable support to Great Neck residents as they navigate the often complex and ever-changing world of taxes.

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