Estate Planning Attorneys in Putnam County, NY

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List of Firms

Top Putnam County, NY Estate Planning Law Firms

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Dominick J. Penzetta
5 out of 5
Location 33 Henry St, Beacon, NY 12508, USA
Phone (845) 831-5291
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Bernis Nelson
5 out of 5
Location 1010 Park St, Peekskill, NY 10566, USA
Phone (914) 739-5250
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Law Office of Jonathan Victor PLLC
5 out of 5
Location 963 US-6, Mahopac, NY 10541, USA
Phone (914) 263-9779
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Littman Krooks LLP
Location 21 Old Main St Suite 104, Fishkill, NY 12524, USA
Phone (845) 896-1106
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Margaret A Nicholson, Esq.
4 out of 5
Location 293 NY-100 #205, Somers, NY 10589, USA
Phone (914) 669-5224
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TRACY CHRISTEN REIMANN, P.C.
Location 376 US-202, Somers, NY 10589, USA
Phone (914) 617-8447
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Law Office of Shilling & Smith, P.C.
5 out of 5
Location 122 Old Rte 6, Carmel Hamlet, NY 10512, USA
Phone (845) 225-7500
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Probate Lawyer
5 out of 5
Location 39 Mill Plain Rd #3, Danbury, CT 06811, USA
Phone (203) 790-4529
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Leslie Sloan Law Office
Location 880 S Lake Blvd Suite 302, Mahopac, NY 10541, USA
Phone (212) 486-0446
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Hogan & Rossi Law Firm
5 out of 5
Location 3 Starr Ridge Rd, Brewster, NY 10509, USA
Phone (845) 279-2986
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Goldsand & Cinque
Location 864 NY-22, Brewster, NY 10509, USA
Phone (845) 278-2000
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Law Office of John M. Zarcone
5 out of 5
Location 11 Peekskill Hollow Rd, Putnam Valley, NY 10579, USA
Phone (845) 528-8882
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Law Offices of Joseph J. Tock
5 out of 5
Location 963 US-6, Mahopac, NY 10541, USA
Phone (845) 208-5995
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Stoppel Kirsten
5 out of 5
Location 45 Gleneida Ave, Carmel Hamlet, NY 10512, USA
Phone (845) 225-2397
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Northrop & Stradar PC
5 out of 5
Location 11 Old Balmville Rd Suite 2, Newburgh, NY 12550, USA
Phone (845) 561-8000
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De Prado Alfred FM
5 out of 5
Location 2014 Crompond Rd #4, Yorktown Heights, NY 10598, USA
Phone (914) 962-4100
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Emily A . Barile P.C.
Location 888 US-6, Mahopac, NY 10541, USA
Phone (845) 621-4010
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Salvatore M. Di Costanzo, Esq.
5 out of 5
Location 2074 Crompond Rd, Yorktown Heights, NY 10598, USA
Phone (914) 206-1418
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Durante, Bock & Tota, PLLC
5 out of 5
Location 2000 Maple Hill St #206, Yorktown Heights, NY 10598, USA
Phone (914) 245-6060
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Charles E. Stewart, Esq, Attorney at Law
Location 54 E Main St Ste. 2, Pawling, NY 12564, USA
Phone (845) 656-5462
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Michael P. Farley, Attorney At Law
4 out of 5
Location 1092 Main St, Fishkill, NY 12524, USA
Phone (845) 896-7077
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Sloan & Feller
5 out of 5
Location 625 US-6, Mahopac, NY 10541, USA
Phone (845) 621-8640
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Meyer & Spencer, PC
5 out of 5
Location 421 US-6, Mahopac, NY 10541, USA
Phone (845) 628-0009
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Susan C. Simon Attorney At Law
5 out of 5
Location 787 NY-35, Cross River, NY 10518, USA
Phone (914) 763-8831
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Law Office of Alexander Sherwood Keenan, PLLC
5 out of 5
Location 1028 Main St, Fishkill, NY 12524, USA
Phone (845) 345-2123
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Timothy J. Curtiss PC
5 out of 5
Location 20 Church St, Carmel Hamlet, NY 10512, USA
Phone (845) 225-5500
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Kimberly Pelesz New York Law, LLC
5 out of 5
Location 73 Gleneida Ave Suite 103, Carmel Hamlet, NY 10512, USA
Phone (845) 243-5990
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Daniels Porco & Lusardi, LLP
5 out of 5
Location 102 Gleneida Ave, Carmel Hamlet, NY 10512, USA
Phone (845) 225-8404
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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
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Daniels Porco & Lusardi, LLP
5 out of 5
Location 1 Memorial Ave, Pawling, NY 12564, USA
Phone (845) 855-5900
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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
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Valorie Joy Promisel, Esq.
5 out of 5
Location 1860 Commerce St, Yorktown Heights, NY 10598, USA
Phone (914) 245-3636
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John C. Sullivan P.C.
4 out of 5
Location 2649 Strang Blvd #103, Yorktown Heights, NY 10598, USA
Phone (914) 592-7300
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Sayegh Law The Law Firm Of William G Sayegh PC
5 out of 5
Location 65 Gleneida Ave, Carmel Hamlet, NY 10512, USA
Phone (845) 228-4200
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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
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Cory A. Levine, Esq.
5 out of 5
Location 1834 US-6, Carmel Hamlet, NY 10512, USA
Phone (845) 225-0111
Directions
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Santoro & Scigliano Attorneys at Law
4 out of 5
Location 105 Gleneida Ave, Carmel Hamlet, NY 10512, USA
Phone (845) 228-4550
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Burpee Linda R
Location PO Box 206, Lincolndale, NY 10540, USA
Phone (914) 248-6055
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Cappillino Rothschild & Egan LLP
5 out of 5
Location 7 Broad St, Pawling, NY 12564, USA
Phone (845) 855-5444
Directions
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Sampson Law Group PLLC
Location 2 Stowe Rd Suite 2, Peekskill, NY 10566, USA
Phone (914) 737-0050
Directions
Estate Planning Lawyers in Putnam County, NY

Where Estate Planners in Putnam County, NY Serve

Putnam County, NY is a diverse and vibrant area with a rich history and a variety of landmarks that make it a popular destination for both residents and visitors alike. From the charming neighborhoods to the bustling highways and streets, there is always something new to discover in this dynamic community. Some of the most notable landmarks in Putnam County include the majestic Hudson River, which provides stunning views and recreational opportunities for residents and visitors alike. Other popular attractions include the historic Boscobel House and Gardens, the scenic Bear Mountain State Park, and the picturesque Cold Spring Harbor. In terms of top employers, Putnam County is home to a wide range of businesses and industries, including healthcare, education, manufacturing, and retail. Some of the largest employers in the area include the Putnam Hospital Center, the Brewster Central School District, and the Kohl's department store.

Financial Services Related to Estate Planning in Putnam County, NY

Banks and Credit Unions

Residents of Putnam County, NY can benefit greatly from the services provided by a bank. One of the most common ways a bank can assist them is through providing access to financial resources. This is particularly important in Putnam County, where many residents live in rural areas and may not have easy access to financial institutions. A bank can offer a range of services, such as checking and savings accounts, loans, and credit cards, that can help residents manage their finances and achieve their financial goals. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. Overall, a bank can be an invaluable resource for residents of Putnam County, helping them to build a secure financial future.

Insurance Broker

Residents of Putnam County, NY can benefit greatly from the services of an insurance broker. With the county's diverse population and varied insurance needs, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their individual needs. For example, many residents of Putnam County own homes or businesses that may require specific types of insurance coverage, such as flood insurance due to the county's proximity to the Hudson River. An insurance broker can help residents find the right policies to protect their assets and provide peace of mind. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important in a county where healthcare costs can be high. Overall, an insurance broker can be a valuable resource for Putnam County residents looking to secure their financial future.

Retirement Planning

Residents of Putnam County, NY could benefit greatly from the expertise of a retirement planner. With the county's population aging rapidly, a retirement planner could help individuals navigate the complex world of retirement planning, including creating a comprehensive plan to ensure financial security in their golden years. Putnam County, NY is known for its high cost of living, and a retirement planner could help residents make the most of their retirement savings by identifying potential tax savings and investment opportunities. Additionally, with the county's proximity to New York City, a retirement planner could help residents navigate the unique challenges of retirement in a high-cost urban area while still enjoying a comfortable lifestyle. Overall, a retirement planner could provide invaluable guidance and support to residents of Putnam County, NY as they plan for their future.

Wealth Management

Residents of Putnam County, NY can benefit greatly from the expertise of a wealth manager. With a population of over 98,000 people, Putnam County is known for its beautiful landscapes and close-knit communities. However, many residents may struggle with managing their finances and planning for their future. A wealth manager can provide guidance on investing, retirement planning, and estate planning, helping residents achieve their financial goals. Additionally, with the high cost of living in the New York metropolitan area, a wealth manager can assist residents in navigating the complex tax laws and maximizing their financial opportunities. By working with a wealth manager, residents of Putnam County can feel confident in their financial future and enjoy the many benefits of living in this picturesque area.

Financial Advisor

Residents of Putnam County, NY can benefit greatly from the guidance of a financial advisor. With its proximity to New York City, many individuals in Putnam County work in high-paying industries, but may struggle with managing their finances effectively. A financial advisor can help residents create a budget, manage debt, and plan for retirement. Additionally, with the county's high property taxes and cost of living, a financial advisor can assist individuals in maximizing their savings and investments to ensure they are prepared for unexpected expenses or emergencies. Overall, a financial advisor can provide valuable support to residents of Putnam County as they navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of Putnam County, NY can benefit from the assistance of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents find the best mortgage rates available in Putnam County, NY. This is especially important as Putnam County, NY is known for its high cost of living, and finding an affordable mortgage can be challenging. Additionally, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, which can be overwhelming for many. They can also provide guidance on the different types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the one that best suits their needs. Ultimately, a mortgage loan officer can make the home buying process in Putnam County, NY much smoother and less stressful for residents.

Tax Services

Residents of Putnam County, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to the county. For example, Putnam County has a local sales tax rate of 4%, which is in addition to the state sales tax rate of 4%. A tax advisor can help residents understand how this affects their purchases and how to properly report it on their tax returns. Additionally, a tax advisor can assist residents in maximizing their deductions and credits, ensuring they are not overpaying on their taxes and potentially receiving a larger refund. With the help of a tax advisor, residents of Putnam County can feel confident in their tax filings and potentially save money in the process.

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