Estate Planning Attorneys in Roslyn, NY

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List of Firms

Top Roslyn, NY Estate Planning Law Firms

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David A. Gallo & Associates LLP
4 out of 5
Location 47 Hillside Ave, Manhasset, NY 11030, USA
Phone (516) 583-5330
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Leventhal Cursio Mullaney & Sliney LLP
Location 15 Remsen Ave, Roslyn, NY 11576, USA
Phone (516) 484-5440
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Littman Krooks LLP
5 out of 5
Location 1325 6th Ave 15th Floor, New York, NY 10019, USA
Phone (212) 490-2020
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Salamon Gruber Blaymore & Strenger, P.C.
5 out of 5
Location 97 Powerhouse Rd # 102, Roslyn Heights, NY 11577, USA
Phone (516) 625-1700
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Steven J. Kasselman
SEC File# 801-113663
CRD# 286000
5 out of 5
Location 1044 Northern Blvd, Roslyn, NY 11576, USA
Phone (516) 621-5171
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Greenberg & Greenberg
5 out of 5
Location 3 Sierks Ln, Roslyn, NY 11576, USA
Phone (516) 621-7717
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Great Neck NY Estate Planning & Probate Lawyer Great Neck Manhasset NY Attorney Law Firm
Location 1180 Northern Blvd #201, Manhasset, NY 11030, USA
Phone (516) 888-6436
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Rubin & Mendlowitz, LLC
Location 255 Warner Ave, Roslyn Heights, NY 11577, USA
Phone (516) 590-0544
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James M. Greenberg, ESQ.
5 out of 5
Location 3 Sierks Ln, Roslyn, NY 11576, USA
Phone (516) 621-7717
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Chaves Perlowitz Luftig LLP
5 out of 5
Location 111 John St #312, New York, NY 10038, USA
Phone (212) 791-3747
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The Law Offices of Peter Morra
5 out of 5
Location 17 Collins Rd, Glen Cove, NY 11542, USA
Phone (516) 248-8111
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Forspan Klear LLP
5 out of 5
Location 175 Great Neck Rd Suite 409, Great Neck, NY 11021, USA
Phone (516) 765-7772
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Sharon Kovacs Gruer, P.C.
5 out of 5
Location 1010 Northern Blvd #302, Great Neck, NY 11021, USA
Phone (516) 487-5400
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Avenue Law Firm
5 out of 5
Location 400 Garden City Plaza Ste 438, Garden City, NY 11530, USA
Phone (212) 729-4090
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Estate Planning Lawyers in Roslyn, NY

Where Estate Planners in Roslyn, NY Serve

Roslyn, NY is a charming village located on the North Shore of Long Island, boasting a rich history and a vibrant community. The village is home to several landmarks, including the historic Roslyn Clock Tower, the Bryant Library, and the Nassau County Museum of Art. Top employers in the area include the North Shore-Long Island Jewish Health System, the Roslyn School District, and the Americana Manhasset luxury shopping center. Major highways that run through Roslyn include the Long Island Expressway and the Northern State Parkway, providing easy access to New York City and other parts of Long Island. Roslyn is comprised of several distinct neighborhoods, each with its own unique charm and character. Some of the most popular neighborhoods include the Roslyn Estates, East Hills, and Flower Hill. With its picturesque streets, excellent schools, and proximity to world-class shopping and dining, Roslyn is a wonderful place to call home.

Financial Services Related to Estate Planning in Roslyn, NY

Banks and Credit Unions

Residents of Roslyn, NY can benefit from a bank in a variety of ways. For starters, a bank can provide them with a safe and secure place to store their money. This is particularly important in Roslyn, NY, where the cost of living is higher than the national average. Additionally, a bank can offer financial products and services that can help residents achieve their financial goals, such as mortgages for homebuyers or investment accounts for those looking to grow their wealth. Furthermore, a bank can serve as a hub for community engagement, offering events and resources that help residents connect with one another and stay informed about local happenings. Overall, a bank can be an invaluable resource for residents of Roslyn, NY, providing them with the tools and support they need to achieve financial stability and success.

Insurance Broker

Residents of Roslyn, NY can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find the most affordable and comprehensive insurance policies for their needs. For example, with the prevalence of flooding in Roslyn, NY, an insurance broker can help residents find flood insurance that will protect their homes and belongings in the event of a flood. Additionally, an insurance broker can assist residents in navigating the complex healthcare system and finding the best health insurance plans to meet their needs. Overall, an insurance broker can provide valuable support and guidance to residents of Roslyn, NY in securing the insurance coverage they need for peace of mind and financial security.

Retirement Planning

Residents of Roslyn, NY can greatly benefit from the services of a retirement planner. With its high cost of living and affluent population, Roslyn presents unique challenges for those planning for retirement. A retirement planner can help Roslyn residents navigate these challenges by providing personalized financial advice and guidance on topics such as investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help Roslyn residents identify and prioritize their retirement goals, such as maintaining their current standard of living or traveling during retirement. By working with a retirement planner, Roslyn residents can feel confident that they are making informed decisions about their financial future and are on track to achieve their retirement goals.

Wealth Management

Residents of Roslyn, NY could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help is by providing guidance on retirement planning. With a median age of 48, many residents of Roslyn are likely thinking about their future retirement and how they will maintain their lifestyle. A wealth manager could help them develop a comprehensive plan that takes into account their current assets, projected income, and desired retirement lifestyle. Additionally, given that Roslyn is a high-income area, a wealth manager could also provide advice on tax planning and investment strategies to help residents maximize their wealth. Overall, a wealth manager could be a valuable resource for Roslyn residents looking to secure their financial future.

Financial Advisor

Residents of Roslyn, NY can benefit from the guidance of a financial advisor in many ways. One of the most common ways is in creating a personalized budget that takes into account the high cost of living in the area. Roslyn, NY is known for its affluent community and expensive real estate, which can make it challenging for residents to manage their finances effectively. A financial advisor can help individuals and families set realistic financial goals, develop a savings plan, and manage debt in a way that is tailored to their unique circumstances. Additionally, a financial advisor can provide guidance on investment strategies that can help residents achieve long-term financial stability and security. Overall, working with a financial advisor can help residents of Roslyn, NY navigate the complex financial landscape of the area and achieve their financial goals.

Mortgage Loan Officer

Residents of Roslyn, NY can benefit greatly from the services of a mortgage loan officer. These professionals can assist in securing financing for the purchase of a new home or refinancing an existing mortgage. With the high cost of living in Roslyn, NY, a mortgage loan officer can help residents navigate the complex lending process and find the best possible interest rates and terms. Additionally, with the town's proximity to New York City, many residents may be self-employed or have non-traditional income sources, making it even more important to work with a mortgage loan officer who can help them find a lender that understands their unique financial situation. Overall, a mortgage loan officer can provide invaluable guidance and support to Roslyn, NY residents looking to achieve their dreams of homeownership.

Tax Services

Residents of Roslyn, 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 when filing taxes. This is especially important for residents of Roslyn, NY, which has a relatively high cost of living compared to other areas in the state. A tax advisor can help residents claim deductions for expenses such as property taxes, mortgage interest, and charitable donations, which can significantly reduce their tax liability. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and other financial matters that can help residents achieve their long-term financial goals. Overall, working with a tax advisor can provide residents of Roslyn, NY with valuable insights and strategies to minimize their tax burden and improve their financial well-being.

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