Estate Planning Attorneys in Mamaroneck, NY

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List of Firms

Top Mamaroneck, NY Estate Planning Law Firms

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James Maisano, Esq.
5 out of 5
Location 93 Wilson Dr, New Rochelle, NY 10801, USA
Phone (914) 636-1621
Language https://jamesmaisanoesq.business.site/?utm_source=gmb&utm_medium=referral
Directions
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The Law Offices of Michael J. Amoroso
Location 500 Mamaroneck Ave Suite 320, Harrison, NY 10528, USA
Phone (914) 686-7272
Language http://www.amorosolawfirm.com/
Directions
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Hyman & Gilbert
5 out of 5
Location 1843 Palmer Ave, Larchmont, NY 10538, USA
Phone (914) 833-5297
Language https://www.hymangilbert.com/
Directions
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Wexler Law Group PLLC
4 out of 5
Location 933 Mamaroneck Ave # 204, Mamaroneck, NY 10543, USA
Phone (914) 835-1600
Language http://westchesterlaw.family/
Directions
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Law Offices of Patricia G. Micek PLLC
3 out of 5
Location 707 Westchester Ave Suite 405, White Plains, NY 10604, USA
Phone (914) 358-4235
Language http://miceklaw.com/
Directions
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Varian Law Firm
5 out of 5
Location 145 Huguenot St Suite 402, New Rochelle, NY 10801, USA
Phone (914) 632-0332
Language http://www.varianlawfirm.com/
Directions
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Djukic Estate Law
Location 271 North Ave Suite 908, New Rochelle, NY 10801, USA
Language http://www.djukicestatelaw.com/
Directions
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Law Office of Jeffrey D. Maggard
Location 100 Mamaroneck Ave, Mamaroneck, NY 10543, USA
Phone (914) 315-7011
Language http://www.maggardlaw.com/
Directions
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Gregory Sullivan Attorney
Location 933 Mamaroneck Ave, Mamaroneck, NY 10543, USA
Phone (914) 381-3800
Language http://www.gregsullivanlaw.com/
Directions
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The Law Office of Philip A. Baumgarten
5 out of 5
Location 500 Mamaroneck Ave # 320, Harrison, NY 10528, USA
Phone (914) 656-6705
Directions
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Law Office Of Joseph Vozza
Location 933 Mamaroneck Ave, Mamaroneck, NY 10543, USA
Phone (914) 381-9100
Language http://www.vozzaesq.com/
Directions
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Davis & Byrnes
5 out of 5
Location 600 Mamaroneck Ave 4th floor, Harrison, NY 10528, USA
Phone (914) 293-6352
Language http://www.davisblegal.com/
Directions
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The Donaldson Law Firm
Location 600 Mamaroneck Ave Suite 400, Harrison, NY 10528, USA
Phone (914) 359-5455
Language http://www.thedonaldsonlawfirm.com/
Directions
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Law Offices of Michael C. Anderson
5 out of 5
Location Mamaroneck, NY 10543, USA
Phone (914) 629-7541
Directions
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Bronson Law Offices, P.C.
5 out of 5
Location 480 Mamaroneck Ave, Harrison, NY 10528, USA
Phone (914) 827-5238
Language https://www.bronsonlawoffices.com/?utm_source=GMB&utm_medium=organic&utm_campaign=Harrison
Directions
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The Law Offices of Joseph C. Messina
1 out of 5
Location 424 Mamaroneck Ave, Mamaroneck, NY 10543, USA
Phone (914) 381-2728
Language http://www.ny-trademark-lawyer.com/
Directions
Estate Planning Lawyers in Mamaroneck, NY

Where Estate Planners in Mamaroneck, NY Serve

Mamaroneck, NY is a vibrant town located in Westchester County, known for its rich history and picturesque scenery. The town is home to several landmarks, including the Mamaroneck Harbor, which offers breathtaking views of the Long Island Sound, and the Emelin Theatre, a cultural hub that hosts a variety of performances throughout the year. Top employers in Mamaroneck include the Mamaroneck Union Free School District, the Village of Mamaroneck, and the Mamaroneck Beach and Yacht Club. The town is easily accessible via several major highways, including I-95 and the Hutchinson River Parkway, and is served by several major streets, including Mamaroneck Avenue and Boston Post Road. Mamaroneck is home to several distinct neighborhoods, including Harbor Heights, a waterfront community known for its stunning views and luxurious homes, and Orienta, a historic neighborhood that features many beautiful homes and tree-lined streets.

Financial Services Related to Estate Planning in Mamaroneck, NY

Banks and Credit Unions

Residents of Mamaroneck, NY can benefit from a bank in many ways. For instance, a bank can provide loans for home purchases, car purchases, and business ventures. Additionally, banks offer savings and checking accounts, which can help residents manage their finances effectively. Another way that banks can assist residents is through investment opportunities, such as stocks and mutual funds. Moreover, residents can take advantage of online banking services, which allow them to access their accounts and make transactions from the comfort of their homes. Furthermore, banks in Mamaroneck, NY can provide financial education and resources to help residents make informed decisions about their money. Overall, banks play a crucial role in supporting the financial well-being of Mamaroneck residents.

Insurance Broker

Residents of Mamaroneck, NY could greatly benefit from the services of an insurance broker. One specific way an insurance broker could help is by providing guidance on flood insurance. Mamaroneck is located on the coast of Long Island Sound, making it susceptible to flooding during storms and high tides. An insurance broker could help residents navigate the complexities of flood insurance, ensuring they have adequate coverage in the event of a flood. Additionally, an insurance broker could assist residents in finding the best rates for home, auto, and health insurance policies, as well as providing advice on how to maximize their coverage while minimizing costs. Overall, an insurance broker could be a valuable resource for the residents of Mamaroneck, NY.

Retirement Planning

Residents of Mamaroneck, NY could benefit greatly from the services of a retirement planner. With a median household income of $137,000, Mamaroneck is an affluent community that presents unique financial challenges for retirees. A retirement planner can help residents navigate the complex tax laws and investment options, ensuring that they make the most of their retirement savings. They can also provide guidance on estate planning and long-term care options, which can be especially important for older residents. Overall, a retirement planner can help Mamaroneck residents achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Mamaroneck, NY could greatly benefit from the expertise of a wealth manager in a number of ways. Firstly, Mamaroneck is known for its high cost of living, so a wealth manager could help residents navigate the financial challenges that come with living in an expensive area. Additionally, many residents of Mamaroneck work in industries such as finance, law, and healthcare, which often come with complex compensation packages and retirement plans. A wealth manager could help these individuals optimize their financial plans and ensure they are making the most of their benefits. Finally, Mamaroneck is a community with a strong focus on philanthropy and giving back. A wealth manager could help residents develop charitable giving strategies that align with their financial goals and values, allowing them to make a positive impact on their community while also achieving their personal financial objectives.

Financial Advisor

Residents of Mamaroneck, NY can benefit greatly from the expertise of a financial advisor. With its high cost of living and proximity to New York City, many residents may struggle to manage their finances effectively. A financial advisor can provide guidance on budgeting, investing, and saving for retirement, helping residents to achieve their financial goals. Additionally, Mamaroneck is home to many small business owners who may need assistance with financial planning for their businesses. A financial advisor can offer valuable advice on managing cash flow, minimizing taxes, and planning for growth. Overall, the services of a financial advisor can help residents of Mamaroneck navigate the complex world of personal and business finance with confidence.

Mortgage Loan Officer

Residents of Mamaroneck, NY can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in this affluent community, many homeowners may need assistance in securing a mortgage loan that fits their financial needs. A loan officer can help residents navigate the complex process of applying for a mortgage, including assessing their credit scores, determining their budget, and finding the best loan options available. In addition, Mamaroneck is known for its diverse population, and a loan officer can provide personalized advice to residents from different cultural backgrounds, taking into account their unique financial situations and needs. Overall, a mortgage loan officer can be a valuable resource for anyone looking to purchase a home in Mamaroneck, NY.

Tax Services

Residents of Mamaroneck, NY can benefit greatly from the services of a tax advisor. One specific way a tax advisor can help is by navigating the complex tax laws and regulations that are unique to New York State. For example, Mamaroneck residents may be eligible for certain tax credits and deductions related to property taxes or energy-efficient home improvements. A tax advisor can help residents identify and take advantage of these opportunities, ultimately saving them money on their taxes. Additionally, Mamaroneck is a town with many small businesses, and a tax advisor can provide guidance and support to these entrepreneurs, helping them navigate the tax implications of starting and running a business. Overall, a tax advisor can provide valuable assistance to Mamaroneck residents, ensuring they are maximizing their tax savings and staying compliant with all relevant regulations.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Mamaroneck, NY can provide a range of services to assist individuals in planning for the distribution of their assets upon their passing. These services may include the drafting of wills, trusts, and other legal documents to ensure that an individual's wishes are carried out. Additionally, the lawyer may provide guidance on tax planning, asset protection, and the management of charitable contributions. Mamaroneck, NY is a unique location for estate planning services, as it is a bustling suburban community with a rich history dating back to the 1600s. With its close proximity to New York City and access to top-notch resources, an estate planning lawyer in Mamaroneck, NY can provide clients with sophisticated and tailored solutions to their estate planning needs.

Mamaroneck, NY is undoubtedly the best place to get an estate planning lawyer due to its unique blend of urban and suburban living. The town is home to a diverse range of individuals, from young professionals to retirees, who all have different estate planning needs. This diversity has led to a plethora of experienced lawyers who can cater to any client's specific requirements. Furthermore, Mamaroneck's close proximity to New York City means that lawyers in the area are well-versed in the intricacies of estate planning for high net worth individuals. The town's rich history and cultural heritage also make it an ideal location for those seeking a lawyer who understands the importance of legacy planning and preserving family traditions. All in all, Mamaroneck's unique blend of urban and suburban living, diverse population, and proximity to New York City make it the go-to destination for anyone seeking an estate planning lawyer.