Estate Planning Attorneys in Port Jefferson, NY

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List of Firms

Top Port Jefferson, NY Estate Planning Law Firms

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Haimo Law
5 out of 5
Location 103 Pine Hill Rd, Port Jefferson, NY 11777, USA
Phone (631) 889-2757
Directions
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Michael E Walter
5 out of 5
Location 407 E Main St #1, Port Jefferson, NY 11777, USA
Phone (631) 928-1110
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The Law Office of Matthew Glassman
5 out of 5
Location 1227 Main St #301, Port Jefferson, NY 11777, USA
Phone (631) 406-4385
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Anthony W. Mercep, Esq.
Location 57 N Country Rd # 1, Setauket- East Setauket, NY 11733, USA
Phone (631) 751-5757
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Michael Croston Law Offices
4 out of 5
Location 18 Crescent Dr, Port Jefferson Station, NY 11776, USA
Phone (631) 474-0900
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Law Office of Antonio Corcella, P.C.
Location 36 NY-25A #2a, Setauket- East Setauket, NY 11733, USA
Phone (631) 767-1326
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Meg Rudansky Attorney At Law
5 out of 5
Location 36 Woodvale St, Sag Harbor, NY 11963, USA
Phone (631) 725-4778
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David J. Lorber & Assoc., PLLC
5 out of 5
Location 100 N Country Rd, Setauket- East Setauket, NY 11733, USA
Phone (631) 750-0900
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Danna & Associates: Estate Planning & Elder Law attorney Staten Island NY
5 out of 5
Location 406 Forest Ave, Staten Island, NY 10301, USA
Phone (718) 273-0300
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Sarisohn Law Partners LLP
5 out of 5
Location 350 Veterans Memorial Hwy, Commack, NY 11725, USA
Phone (631) 543-7667
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Estate Planning Lawyers in Port Jefferson, NY

Where Estate Planners in Port Jefferson, NY Serve

Port Jefferson, NY is a picturesque town located on the North Shore of Long Island, boasting a rich history and a diverse community. The town is home to a number of notable landmarks, including the historic Port Jefferson Village Center, the beautiful Harborfront Park, and the charming Port Jefferson Village Green. The town is also known for its top employers, which include the Port Jefferson School District, Mather Hospital, and St. Charles Hospital. Major highways and streets in the area include Route 112, Route 347, and Main Street, which is lined with a variety of shops, restaurants, and other businesses. The town is divided into several distinct neighborhoods, each with its own unique character and charm, including the quaint residential neighborhood of Belle Terre, the bustling commercial district of Upper Port, and the scenic waterfront community of Old Field. Overall, Port Jefferson is a vibrant and thriving town with something to offer everyone.

Financial Services Related to Estate Planning in Port Jefferson, NY

Banks and Credit Unions

Residents of Port Jefferson, NY would be helped by a bank in a variety of ways. One of the most common ways would be through access to financial products and services that can help them manage their money more effectively. For example, a bank could offer checking and savings accounts, credit cards, loans, and other financial products that can help residents save money, build credit, and achieve their financial goals. Additionally, a bank could provide financial education and resources to help residents better understand their finances and make informed decisions about their money. In Port Jefferson, NY, a bank could be especially helpful for residents who are looking to invest in the local community or start a small business, as they could offer loans and other resources to help them get started. Overall, a bank can be a valuable resource for residents of Port Jefferson, NY who are looking to improve their financial health and achieve their goals.

Insurance Broker

Residents of Port Jefferson, NY can benefit greatly from the services of an insurance broker. With its proximity to the Long Island Sound and its history as a bustling shipping port, Port Jefferson has unique insurance needs that require a tailored approach. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their individual needs. Whether it's finding the right policy for a waterfront property, securing comprehensive auto coverage for the busy streets of Port Jefferson, or protecting a small business from liability, an insurance broker can provide valuable guidance and peace of mind. With the help of an insurance broker, residents of Port Jefferson can rest assured that they are properly covered and protected in the event of an unexpected event.

Retirement Planning

Residents of Port Jefferson, NY can benefit greatly from the assistance of a retirement planner. With its picturesque harbor, charming downtown area, and proximity to the Long Island Sound, Port Jefferson is a popular retirement destination. A retirement planner can help residents navigate the complexities of retirement planning, including creating a budget, identifying potential sources of income, and developing a comprehensive investment strategy. Additionally, a retirement planner can provide guidance on healthcare costs, long-term care options, and estate planning. With its high cost of living and competitive real estate market, Port Jefferson residents may also benefit from a retirement planner's expertise in managing their assets and maximizing their retirement income. Overall, a retirement planner can be an invaluable resource for Port Jefferson residents looking to enjoy a comfortable and financially secure retirement.

Wealth Management

Residents of Port Jefferson, NY could benefit from a wealth manager in a number of ways. One of the most common ways is by developing a personalized investment plan that takes into account their unique financial goals and risk tolerance. A wealth manager can also help residents navigate the local tax laws and regulations specific to Port Jefferson, NY, which can be complex and confusing. Additionally, a wealth manager can provide guidance on estate planning and retirement savings strategies, helping residents to achieve their long-term financial goals. With its picturesque harbor and vibrant downtown area, Port Jefferson, NY is a popular destination for tourists and locals alike. A wealth manager can help residents make the most of their financial resources, allowing them to fully enjoy all that this charming community has to offer.

Financial Advisor

Residents of Port Jefferson, NY can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. With the high cost of living in Port Jefferson, NY, it is important for residents to have a solid plan in place for their retirement years. A financial advisor can also assist with budgeting and debt management, helping residents to prioritize their spending and pay off any outstanding debts. With their knowledge of the financial markets, a financial advisor can also provide guidance on investments and help residents make informed decisions about their money. Overall, a financial advisor can be a valuable resource for residents of Port Jefferson, NY looking to secure their financial future.

Mortgage Loan Officer

Residents of Port Jefferson, NY can greatly benefit from the expertise of a mortgage loan officer. A mortgage loan officer can assist residents in securing a loan to purchase a home or refinance an existing mortgage. This is especially helpful in Port Jefferson, NY, where the median home value is higher than the national average. Additionally, a mortgage loan officer can provide guidance on the various loan options available, such as fixed-rate or adjustable-rate mortgages, and help residents find the best rate and terms for their unique financial situation. They can also assist with the pre-approval process, which can give residents a competitive edge when making an offer on a home in this highly sought-after Long Island town. Overall, a mortgage loan officer can be a valuable resource for residents of Port Jefferson, NY looking to navigate the complex world of home financing.

Tax Services

Residents of Port Jefferson, NY would greatly benefit from the expertise of a tax advisor. With a bustling downtown area and a variety of local businesses, many individuals and families in Port Jefferson have complex tax situations that require professional guidance. A tax advisor can assist with everything from filing tax returns to navigating the intricacies of state and local tax laws. Additionally, Port Jefferson is home to a large number of retirees who may need help with tax planning and managing their retirement income. A tax advisor can provide valuable advice on maximizing retirement savings and minimizing tax liabilities. Overall, the services of a tax advisor can help residents of Port Jefferson save time, money, and stress when it comes to their taxes.

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