Estate Planning Attorneys in New Paltz, NY

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List of Firms

Top New Paltz, NY Estate Planning Law Firms

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The Legacy Firm
5 out of 5
Location 122 Main St, New Paltz, NY 12561, USA
Phone (845) 213-4114
Language https://hudsonvalleylegacyfirm.com/
Directions
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Bergstein & Ullrich, LLP
Location 5 Paradies Ln, New Paltz, NY 12561, USA
Phone (845) 469-1277
Language http://www.tbulaw.com/
Directions
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Ettinger Law Firm Elder Law Estate Planning
5 out of 5
Location 200 Westage Business Center Dr #235, Fishkill, NY 12524, USA
Phone (845) 897-4700
Language https://www.trustlaw.com/fishkill-ny.html
Directions
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Blatchly & Simonson
4 out of 5
Location 3 Academy St, New Paltz, NY 12561, USA
Phone (845) 255-4600
Language https://blatchlysimonson.com/
Directions
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Roman Aminov Estate Law Firm of Queens
5 out of 5
Location 147-17 Union Tpke, Queens, NY 11367, USA
Phone (347) 766-2685
Language https://www.aminovlaw.com/queens-ny-estate-lawyer
Directions
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John G. Sisti, Esq.
3 out of 5
Location 207 Main St, New Paltz, NY 12561, USA
Phone (845) 255-9100
Directions
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Katzner Law Group, PC
5 out of 5
Location 360 Lexington Ave 15th Floor 15th Floor, New York, NY 10017, USA
Phone (646) 736-7539
Language https://www.katznerlawgroup.com/
Directions
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Zand J Philip
5 out of 5
Location 231 Main St, New Paltz, NY 12561, USA
Phone (845) 255-1556
Directions
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J. Joseph Morrissey, Attorney-at-Law
4 out of 5
Location 231 Main St #201, New Paltz, NY 12561, USA
Phone (845) 256-0550
Directions
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Carolyn E. Hansen, Esq., Attorney at Law & Mediator
4 out of 5
Location 3605 Atwood Rd Unit 1, Stone Ridge, NY 12484, USA
Phone (845) 687-8440
Language http://www.hansenlawmediation.com/
Directions
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Lawrence R. Trank, PLLC
5 out of 5
Location 124 Main St Suite 2B, New Paltz, NY 12561, USA
Phone (845) 255-2848
Language https://www.tranklaw.com/?npcmp=dir:local:4041585:12561
Directions
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Law Offices of Heather D. Harp, P.C.
5 out of 5
Location 243 Main St Ste. 200, New Paltz, NY 12561, USA
Phone (845) 219-5544
Language https://www.heatherharplaw.com/
Directions
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Redder, Bock & Associates, PLLC
4 out of 5
Location 243 Wall St, Kingston, NY 12401, USA
Phone (845) 853-0801
Language https://www.georgeredder.com/?npcmp=dir:local:1346671:12401
Directions
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Leitha M Ortiz-Lesh
Location 175 Main St, New Paltz, NY 12561, USA
Phone (845) 633-8761
Directions
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Diana L. Kidd, P. C.
4 out of 5
Location 40 Sunset Ridge #210, New Paltz, NY 12561, USA
Phone (845) 255-0840
Language http://www.dlkpclaw.com/
Directions
Estate Planning Lawyers in New Paltz, NY

Where Estate Planners in New Paltz, NY Serve

New Paltz, NY is a picturesque town located in the Hudson Valley, known for its vibrant arts scene and stunning natural beauty. The town is home to several landmarks, including the historic Huguenot Street, a National Historic Landmark District featuring 12 original stone houses dating back to the 1700s. Other notable landmarks include the Mohonk Mountain House, a grand Victorian resort nestled in the Shawangunk Mountains, and the Wallkill Valley Rail Trail, a scenic 22-mile trail perfect for biking, hiking, and jogging. Top employers in New Paltz include SUNY New Paltz, a highly regarded public university, and the Mohonk Mountain House, which employs hundreds of people in the hospitality industry. The town also boasts a thriving small business community, with many locally owned shops, restaurants, and galleries.

Financial Services Related to Estate Planning in New Paltz, NY

Banks and Credit Unions

Residents of New Paltz, NY would be helped by a bank in a variety of ways. One of the most common ways is through access to financial products and services that can help them achieve their goals. For example, a bank in New Paltz might offer checking and savings accounts, loans for home or car purchases, and credit cards with rewards programs. Additionally, a bank might offer financial education resources to help residents better manage their money and plan for the future. For the many small business owners in New Paltz, a bank can provide business loans, merchant services, and other tools to help them grow and succeed. Overall, a bank can be an invaluable resource for residents of New Paltz who want to achieve financial stability and security.

Insurance Broker

Residents of New Paltz, NY can benefit from the services of an insurance broker in several ways. An insurance broker can help residents navigate the complexities of the insurance industry, and find the right coverage to suit their specific needs. In particular, residents of New Paltz, NY may benefit from an insurance broker's knowledge of the local healthcare landscape. With a large number of healthcare providers and facilities in the area, choosing the right healthcare plan can be daunting. An insurance broker can help residents understand the different options available to them, and find a plan that meets their healthcare needs and budget.

Retirement Planning

Residents of New Paltz, NY can greatly benefit from the services of a retirement planner. A retirement planner can help residents of New Paltz, NY plan for their future by providing financial advice, investment strategies, and retirement income planning. They can help residents navigate the complexities of social security, taxes, and estate planning. Specifically, residents of New Paltz, NY may need help planning for the high cost of living in the area. With its proximity to New York City and its beautiful natural surroundings, New Paltz, NY is a desirable place to live. However, this also means that the cost of living can be high. A retirement planner can help residents of New Paltz, NY plan for their retirement and ensure that they have enough savings to maintain their lifestyle in this beautiful town.

Wealth Management

Residents of New Paltz, NY can benefit from the expertise of a wealth manager in many ways. A wealth manager can help residents plan for their retirement, manage their investments, and provide guidance on tax planning. In a town like New Paltz, which is known for its vibrant arts scene and outdoor recreation opportunities, a wealth manager can also provide specialized advice on estate planning for artists and other creative professionals. Additionally, with the town's proximity to New York City and its status as a college town, residents may have unique financial needs that a wealth manager can help them navigate. Whether it's creating a comprehensive financial plan or simply providing guidance on investment strategies, a wealth manager can help New Paltz residents achieve their financial goals.

Financial Advisor

Residents of New Paltz, NY can benefit greatly from the services of a financial advisor. One specific way that a financial advisor can help is by assisting with retirement planning. New Paltz is a small town with a diverse population, including many retirees and older adults. A financial advisor can help these individuals plan for their retirement by analyzing their current financial situation, identifying potential sources of income, and creating a personalized retirement plan that takes into account their unique goals and needs. Additionally, a financial advisor can help residents of New Paltz navigate the complex world of investing, including selecting the right investments and managing risk. With the help of a financial advisor, residents of New Paltz can feel confident that they are making smart financial decisions and working towards a secure financial future.

Mortgage Loan Officer

Residents of New Paltz, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure the financing they need to purchase a home in this beautiful town. With its close proximity to the Shawangunk Mountains and the Wallkill River, New Paltz is a popular destination for outdoor enthusiasts and nature lovers. A mortgage loan officer can assist residents in finding the best mortgage rates and terms to fit their unique financial situation, allowing them to purchase a home in this idyllic location. Additionally, a mortgage loan officer can provide guidance and support throughout the home buying process, helping residents navigate the complexities of the real estate market in New Paltz and ensuring a smooth transaction.

Tax Services

Residents of New Paltz, 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 on their tax returns. This is especially important for residents of New Paltz, NY who may be eligible for state and local tax deductions due to the high property taxes in the area. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations that apply to small businesses in the area. With their expertise, tax advisors can help residents avoid costly mistakes and ensure that they are in compliance with all applicable tax laws. Overall, a tax advisor can provide invaluable assistance to residents of New Paltz, NY who want to minimize their tax burden and maximize their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in New Paltz, NY can offer a range of services to help individuals and families protect their assets and ensure their wishes are carried out after their passing. These services may include drafting wills, trusts, and other estate planning documents, as well as providing guidance on tax planning, probate and estate administration, and asset protection strategies. In addition to these standard services, an estate planning lawyer in New Paltz, NY can also offer specialized knowledge of the local laws and regulations that govern estate planning in the area. For example, New Paltz is known for its vibrant arts community, and an estate planning lawyer in the area may be well-versed in the unique legal considerations that arise when planning for the transfer of art collections or other creative assets. With their bursty and complex approach to legal advice, an estate planning lawyer in New Paltz, NY can help clients navigate these and other complex issues with confidence and peace of mind.

New Paltz, NY is unequivocally the best place to seek out an estate planning lawyer due to its rich cultural heritage and thriving legal community. This picturesque town nestled in the Hudson Valley is home to the State University of New York at New Paltz, which has produced a wealth of legal talent that has gone on to practice in the area. The town is also known for its vibrant arts scene, with numerous galleries and theaters showcasing the works of local artists. The combination of a highly educated population and a strong legal community makes New Paltz the ideal place to find a lawyer who can help you navigate the complexities of estate planning. Whether you are looking to create a will, set up a trust, or plan for long-term care, there is no better place to turn than the legal experts in New Paltz, NY.