Estate Planning Attorneys in Lake Success, NY

We did the hard work of finding trustworthy partners in Lake Success, NY. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Lake Success, NY Estate Planning Law Firms

generic_business-71
The Law Office of Lance H. Meyer
5 out of 5
Location 3 Dakota Dr #300, New Hyde Park, NY 11042, USA
Phone (516) 488-2255
Language http://www.longislandnydivorcelawyer.com/
Directions
generic_business-71
Solomon Richman P.C.
5 out of 5
Location 3000 Marcus Ave #1e5, New Hyde Park, NY 11042, USA
Phone (516) 437-6443
Directions
generic_business-71
The Misrok Law Firm, LLP
4 out of 5
Location 30 S Central Ave, Valley Stream, NY 11580, USA
Phone (516) 825-3025
Language http://www.misrok.com/
Directions
generic_business-71
Jules Martin Haas
5 out of 5
Location 488 Madison Ave Suite 1120, New York, NY 10022, USA
Phone (212) 355-2575
Language http://www.juleshaasattorney.com/
Directions
generic_business-71
Cooper & Paroff & Graham P.C.
4 out of 5
Location 1 Linden Pl Suite 302, Great Neck, NY 11021, USA
Phone (718) 793-1311
Language http://www.cpc-law.com/
Directions
generic_business-71
The Estate Planning & Elder Law Group
5 out of 5
Location 71-27 Myrtle Ave, Glendale, NY 11385, USA
Phone (718) 514-2066
Language http://www.aljlaw.com/
Directions
generic_business-71
Robert Bichoupan P.C.
5 out of 5
Location 175 E Shore Rd, Great Neck, NY 11023, USA
Phone (516) 482-1186
Language http://www.bichoupan.com/
Directions
generic_business-71
Forspan Klear LLP
5 out of 5
Location 175 Great Neck Rd Suite 409, Great Neck, NY 11021, USA
Phone (516) 765-7772
Language http://www.forspanklear.com/
Directions
generic_business-71
Probate Lawyer Long Island
5 out of 5
Location 1201 Northern Blvd, Manhasset, NY 11030, USA
Phone (516) 693-9362
Language http://probatelawyerlongisland.com/
Directions
generic_business-71
Sweeney, Reich & Bolz, LLP
2 out of 5
Location 1981 Marcus Avenue #200, Lake Success, NY 11042, USA
Phone (718) 459-9000
Language http://www.surrogatescourtlitigation.com/
Directions
generic_business-71
Ronald Fatoullah & Associates
4 out of 5
Location 60 Cutter Mill Rd #507, Great Neck, NY 11021, USA
Phone (516) 466-4422
Language https://www.elderlaw-newyork.com/offices/great-neck.html
Directions
generic_business-71
Levy Law & Mediation Firm
5 out of 5
Location 50 Hill Park Ave Suite 2B, Great Neck, NY 11021, USA
Phone (516) 584-6911
Language http://www.levylawfirmny.com/
Directions
generic_business-71
Regina Kiperman, RK Law PC
5 out of 5
Location 40 Wall St Suite 2508, New York, NY 10005, USA
Phone (917) 261-4514
Language https://rklawny.com/
Directions
generic_business-71
Probate Lawyer Queens
5 out of 5
Location 11904 80th Rd, Queens, NY 11415, USA
Phone (347) 826-1341
Language http://www.probatelawyerqueens.com/
Directions
generic_business-71
Jeffrey D. Herman & Associates, P.C.
5 out of 5
Location 3333 New Hyde Park Rd, New Hyde Park, NY 11042, USA
Directions
Estate Planning Lawyers in Lake Success, NY

Where Estate Planners in Lake Success, NY Serve

Lake Success, NY is a bustling community situated in Nassau County, Long Island. The area is home to several landmarks that attract visitors from far and wide, including the stunning Lake Success Country Club and the picturesque Great Neck Park District. The town is also home to several top employers, such as the North Shore-Long Island Jewish Health System and the United States Merchant Marine Academy. Major highways, such as the Long Island Expressway and the Northern State Parkway, provide easy access to neighboring towns and cities, while local streets like Lakeville Road and Marcus Avenue make commuting a breeze. Lake Success is comprised of several unique neighborhoods, each with its own distinct character and charm. From the upscale Lake Success Estates to the family-friendly Lake Success Village, there's something for everyone in this vibrant community.

Financial Services Related to Estate Planning in Lake Success, NY

Banks and Credit Unions

Residents of Lake Success, NY would be helped by a bank in several ways. Firstly, a bank can provide them with access to financial products and services such as checking and savings accounts, credit cards, loans, and mortgages. This is important for residents who need to manage their finances effectively and plan for their future. Secondly, a bank can offer financial advice and guidance to help residents make informed decisions about their money. This is especially important in Lake Success, NY, where the cost of living is high and residents may need to make strategic financial decisions to ensure their financial stability. Lastly, a bank can provide residents with convenient access to their money through online banking, mobile banking, and ATMs. This is crucial for busy residents who need to manage their finances on-the-go and don't have time to visit a physical branch.

Insurance Broker

Residents of Lake Success, NY can benefit greatly from the services of an insurance broker. With its affluent population and high cost of living, finding affordable insurance coverage can be a challenge for many families and individuals in this area. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs. For example, they can help homeowners find the right policies to protect their homes from damage caused by extreme weather conditions, such as the frequent snowstorms that hit the area in the winter. Additionally, an insurance broker can assist residents in finding health insurance plans that provide comprehensive coverage for medical expenses, which can be especially important for families with children or elderly relatives. Overall, an insurance broker can provide invaluable assistance to residents of Lake Success, NY in securing the insurance coverage they need to protect their families and their assets.

Retirement Planning

Residents of Lake Success, NY could benefit from the services of a retirement planner in a number of ways. One of the most common is through creating a personalized retirement plan that takes into account their unique financial situation and retirement goals. This could include strategies for maximizing retirement savings, minimizing taxes, and ensuring that they have enough income to support their lifestyle throughout retirement. Additionally, a retirement planner could help residents of Lake Success navigate the complex world of retirement benefits, including Social Security, pensions, and 401(k) plans. Given the high cost of living in Lake Success, NY, it is particularly important for residents to have a solid retirement plan in place to ensure their financial security in their golden years.

Wealth Management

Residents of Lake Success, NY can greatly benefit from the services of a wealth manager. With the high cost of living in the area, many individuals and families may struggle to manage their finances effectively. A wealth manager can provide guidance on investment strategies, tax planning, and estate planning to ensure that their clients are making the most of their money. In addition, Lake Success, NY is home to many successful professionals and business owners who may have complex financial situations. A wealth manager can help these individuals navigate the complexities of their finances and make informed decisions about their wealth. With the help of a wealth manager, residents of Lake Success, NY can achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Lake Success, NY would greatly benefit from the guidance of a financial advisor in several ways. Firstly, with the high cost of living in the area, a financial advisor can help residents create a budget and manage their expenses effectively. Additionally, with many residents working in finance and business, a financial advisor can provide valuable advice on investments and retirement planning. Furthermore, with the recent changes in tax laws, a financial advisor can help residents navigate the complexities of filing their taxes and potentially save them money. Overall, a financial advisor can provide personalized and expert advice to help residents of Lake Success, NY achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lake Success, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist in securing a mortgage for a new home, refinancing an existing mortgage, or obtaining a home equity loan. With Lake Success being a primarily residential community, many residents are in need of these services to achieve their homeownership goals. Additionally, a mortgage loan officer can provide valuable guidance and advice on the local real estate market, which can be especially helpful in a community like Lake Success where property values are high. By working with a mortgage loan officer, residents of Lake Success can navigate the complex process of obtaining a mortgage with ease and confidence.

Tax Services

Residents of Lake Success, NY could benefit from the expertise of a tax advisor in several ways. One of the most common ways is through the preparation and filing of their tax returns. A tax advisor can help ensure that residents are claiming all eligible deductions and credits, which can result in significant tax savings. Additionally, Lake Success is home to many high-net-worth individuals and families, which can make tax planning and wealth management particularly complex. A tax advisor can work with these residents to develop a comprehensive tax strategy that takes into account their unique financial situation and goals. Overall, a tax advisor can provide valuable guidance and support to residents of Lake Success, NY, helping them navigate the complex and ever-changing world of taxes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Lake Success, NY can offer a range of services to help individuals plan for their future and that of their loved ones. From drafting wills and trusts to establishing power of attorney and healthcare directives, an estate planning lawyer can help clients navigate the complexities of estate planning. In Lake Success, NY, where many residents are affluent and have significant assets, an estate planning lawyer can provide tailored advice and solutions to ensure that their clients' wealth is protected and transferred in accordance with their wishes. The lawyer can also assist with tax planning and minimizing estate taxes, which can be particularly important in New York State where the estate tax exemption is lower than the federal exemption. With their expertise and knowledge of New York State laws, an estate planning lawyer in Lake Success, NY can help clients achieve peace of mind and ensure that their legacy is preserved for future generations.

Lake Success, NY is the ultimate destination for anyone seeking an estate planning lawyer. This affluent village is home to some of the most experienced and knowledgeable attorneys in the field, who are well-versed in the intricacies of estate planning laws. With a population of just over 3,000, Lake Success offers a serene and intimate environment that fosters a deep sense of community among its residents. The village boasts an impressive array of amenities, including top-rated schools, world-class healthcare facilities, and a thriving business district. Moreover, Lake Success is conveniently located just a stone's throw away from New York City, making it an ideal location for those who want to access the city's legal resources while still enjoying the tranquility of suburban life. Overall, Lake Success, NY is the perfect place to find an estate planning lawyer who can help you navigate the complex legal landscape and protect your assets for generations to come.