Estate Planning Attorneys in Pawling, NY

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List of Firms

Top Pawling, NY Estate Planning Law Firms

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McGrath Law
5 out of 5
Location 162 Prospect Hill Rd, Brewster, NY 10509, USA
Phone (845) 207-3093
Language http://nylivingtrusts.com/
Directions
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Cappillino Rothschild & Egan LLP
5 out of 5
Location 7 Broad St, Pawling, NY 12564, USA
Phone (845) 855-5444
Language http://cappillino.com/
Directions
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Emily A. Barile P.C., Attorney At Law
Location 888 County Rd 6 Unit 1, Mahopac, NY 10541, USA
Phone (845) 621-4010
Language https://www.barilepc.com/real-estate
Directions
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Law Office of Jonathan Victor LLC
5 out of 5
Location 4012, 25 CT-37, New Fairfield, CT 06812, USA
Phone (203) 885-0604
Language http://jonathanvictorllc.weebly.com/
Directions
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Lyons & Supple
Location 92 E Main St, Wappingers Falls, NY 12590, USA
Phone (866) 587-0982
Language https://www.supplelaw.com/?npcmp=dir:local:1266565:12590
Directions
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New York Legacy Lawyers by Yana Feldman & Associates PLLC
5 out of 5
Location 132 32nd St #301, Brooklyn, NY 11232, USA
Phone (718) 713-8080
Language https://yanafeldmanlaw.com/
Directions
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Law Office of Jonathan Victor PLLC
5 out of 5
Location 88 NY-22, Pawling, NY 12564, USA
Phone (914) 263-9779
Language http://www.putnamdutchessdivorcematrimonial.weebly.com/
Directions
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SMITHLAW, P.C. Attorney Richard Smith
5 out of 5
Location 25 Old Rte 37, New Fairfield, CT 06812, USA
Phone (203) 746-6656
Language http://www.attorneyrichardsmith.com/
Directions
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Law Office of Andres D. Gil, PLLC
5 out of 5
Location 973 NY-22 #3, Brewster, NY 10509, USA
Phone (845) 940-1110
Language https://adg-law.com/
Directions
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Ettinger Law Firm
4 out of 5
Location 6369 Mill St #211, Rhinebeck, NY 12572, USA
Phone (845) 876-6266
Language https://www.trustlaw.com/rhinebeck-ny.html
Directions
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Allingham, Readyoff & Henry, LLC
5 out of 5
Location 54 Bridge St, New Milford, CT 06776, USA
Phone (860) 350-5454
Language https://allinghamlaw.com/
Directions
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Law Office of Michelle N. Daly
5 out of 5
Location 2537 NY-52, Hopewell Junction, NY 12533, USA
Phone (845) 592-4555
Language http://www.michelledalylaw.com/
Directions
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Law Offices of Rebecca L. Rigdon, LLC
4 out of 5
Location 5 Booth House Ln, New Milford, CT 06776, USA
Phone (860) 799-1633
Language http://www.newmilfordlaw.com/
Directions
Estate Planning Lawyers in Pawling, NY

Where Estate Planners in Pawling, NY Serve

Pawling, NY is a quaint town located in Dutchess County, nestled in the Hudson Valley region of New York. The town boasts a rich history, dating back to the 1700s, and is home to several notable landmarks, including the historic John Kane House and the majestic Dutcher Golf Course. The town is also known for its thriving arts scene, with the renowned Pawling Music Hall hosting a variety of performances throughout the year. When it comes to employment, Pawling is home to several top employers, including the prestigious Trinity-Pawling School, which provides a world-class education to students from around the globe. Other top employers in the area include the Pawling Corporation, which specializes in custom plastic extrusions, and the Dutchess County Department of Health, which provides vital public health services to the community.

Financial Services Related to Estate Planning in Pawling, NY

Banks and Credit Unions

Residents of Pawling, NY would be helped by a bank in a variety of ways. One of the most common ways is through providing access to loans and mortgages for home purchases or renovations. This is particularly important in Pawling, a small town with a limited housing market. A bank can also offer savings accounts and investment opportunities to help residents grow their wealth and plan for their future. Additionally, many banks in Pawling offer online and mobile banking services, making it easy for residents to manage their finances from the comfort of their own homes. With a bank's support, residents of Pawling can feel confident in their financial stability and make the most of their hard-earned money.

Insurance Broker

Residents of Pawling, NY can benefit greatly from the services of an insurance broker. With its picturesque landscapes and vibrant community, Pawling is an ideal place to live, work, and raise a family. However, like any other town, it is not immune to risks and uncertainties that can affect individuals and families. That's where an insurance broker comes in. They can help Pawling residents navigate the complex world of insurance, providing guidance and advice on the most appropriate coverage for their unique needs. For example, given the town's proximity to New York City, Pawling residents may need specialized coverage for their homes or businesses to protect against the risks associated with living in a high-density urban area. An insurance broker can help residents find the right policies to protect their assets and provide peace of mind.

Retirement Planning

Residents of Pawling, NY could benefit greatly from the services of a retirement planner. With a population of just over 8,000, the town is known for its tight-knit community and small-town charm. A retirement planner could help residents navigate the complex world of retirement planning, including setting financial goals, creating a savings plan, and choosing the right investment options. Additionally, with a median age of 42 years old, many Pawling residents are approaching retirement age and may need guidance on how to maximize their retirement income and minimize taxes. A retirement planner could also help residents plan for unexpected expenses and ensure they have a solid estate plan in place. Overall, a retirement planner could provide valuable support and peace of mind for the residents of Pawling, NY as they prepare for their golden years.

Wealth Management

Residents of Pawling, NY can greatly benefit from the expertise of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is particularly important in Pawling, where many residents are retirees or nearing retirement age. A wealth manager can help them navigate the complexities of retirement planning, such as managing their investments, creating a sustainable income stream, and minimizing taxes. Additionally, Pawling is a community that values philanthropy and giving back. A wealth manager can help residents incorporate charitable giving into their financial plan, whether it's through creating a charitable trust or maximizing the tax benefits of charitable donations. Overall, a wealth manager can provide invaluable guidance and support to help residents of Pawling achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Pawling, NY could benefit from the services of a financial advisor in a number of ways. One of the most common ways is through retirement planning. Many Pawling residents are nearing retirement age or are already retired, and a financial advisor can help them navigate the complex world of retirement planning. Additionally, with the high cost of living in the area, a financial advisor can help residents manage their finances and create a budget that works for them. For those looking to invest in the local community, a financial advisor can also provide guidance on investing in Pawling's real estate market or other local businesses. Overall, a financial advisor can provide valuable assistance to Pawling residents looking to secure their financial future and make the most of their hard-earned money.

Mortgage Loan Officer

Residents of Pawling, NY could greatly benefit from the services of a mortgage loan officer. One of the most common ways a loan officer can assist residents is by helping them secure a mortgage to purchase a home in the area. Pawling is a small town located in Dutchess County, known for its picturesque scenery and quaint downtown area. With a population of just over 8,000 people, Pawling offers a tight-knit community feel that many residents love. However, with the median home value in Pawling being over $350,000, it can be challenging for some residents to afford a home in the area. A mortgage loan officer can help residents navigate the often-complicated process of securing a mortgage, finding the best rates and terms, and ultimately help them achieve their dream of owning a home in Pawling.

Tax Services

Residents of Pawling, NY can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by providing expert advice on how to navigate the complex tax laws and regulations that apply to both individuals and businesses in the area. Specifically, Pawling residents may need assistance with understanding the tax implications of owning property in the town, which has a unique mix of residential, commercial, and agricultural land. A tax advisor can also help residents take advantage of any available tax credits or deductions, such as those related to energy-efficient home improvements or charitable donations made to local organizations. Ultimately, working with a tax advisor can help Pawling residents optimize their finances and make informed decisions that benefit both their bottom line and the local community.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Pawling, NY can provide a range of services to help individuals plan for the distribution of their assets after they pass away. These services may include creating wills, trusts, and other legal documents that outline how a person's property should be divided among their heirs. Additionally, an estate planning lawyer may be able to provide guidance on tax planning, charitable giving, and other financial matters that can impact an individual's estate. One unique aspect of Pawling, NY that an estate planning lawyer may be able to address is the town's historic district. With a number of historic homes and buildings in the area, it may be important for individuals to consider how their estate plan will impact these properties and any restrictions that may be in place. Overall, an estate planning lawyer in Pawling, NY can provide valuable guidance and support to help individuals plan for the future and ensure that their wishes are carried out after they pass away.

Pawling, NY is the ultimate destination to find an estate planning lawyer for several reasons. The town's rich history and culture have made it a hub of legal expertise. The town is home to a plethora of highly qualified and experienced lawyers who specialize in estate planning. These lawyers have a deep understanding of the legal framework and can guide clients through the complex process of estate planning. Additionally, the town's proximity to New York City ensures that the lawyers are up-to-date with the latest legal developments and can provide clients with the best possible advice. Moreover, the town's serene and peaceful environment provides clients with a conducive atmosphere to discuss their estate planning needs without any distractions. Overall, Pawling, NY is the go-to destination for anyone seeking the services of an estate planning lawyer.