Estate Planning Attorneys in Valley Stream, NY

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List of Firms

Top Valley Stream, NY Estate Planning Law Firms

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Law Offices of Aaron I. Katsman, P.C.
5 out of 5
Location 70 Sunrise Hwy Suite 608, Valley Stream, NY 11581, USA
Phone (516) 295-9680
Directions
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The Misrok Law Firm, LLP
4 out of 5
Location 30 S Central Ave, Valley Stream, NY 11580, USA
Phone (516) 825-3025
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The Law Offices of Howard G. O'Rourke
4 out of 5
Location 104 S Central Ave #4, Valley Stream, NY 11580, USA
Phone (516) 568-8856
Directions
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Law Office of Catherine May Co, PC
4 out of 5
Location 10 5th St, Valley Stream, NY 11581, USA
Phone (516) 284-7445
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The Law Offices Of James Follender
5 out of 5
Location 215 E Merrick Rd, Valley Stream, NY 11580, USA
Phone (516) 825-5356
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Rasheed Law Firm PLLC
5 out of 5
Location 70 Sunrise Hwy Suite 500, Valley Stream, NY 11581, USA
Phone (917) 268-8008
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Moskowitz Elder Law & Medicaid Planning Attorneys
5 out of 5
Location 1200 W Broadway # 3, Hewlett, NY 11557, USA
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Estate Planning Lawyers in Valley Stream, NY

Where Estate Planners in Valley Stream, NY Serve

Valley Stream, NY is a bustling suburban community located in Nassau County. This vibrant town is home to a variety of landmarks, including the Green Acres Mall, Valley Stream State Park, and the Valley Stream Fire Department Museum. The top employers in the area include the Valley Stream Central School District, Mercy Medical Center, and Kohl's. Major highways that run through Valley Stream include the Southern State Parkway and the Cross Island Parkway, while major streets include Sunrise Highway and Rockaway Avenue. The town is divided into several neighborhoods, including Gibson, Mill Brook, and Valley Stream North, each with its own unique charm and character. With its convenient location, diverse community, and abundance of amenities, Valley Stream is a great place to call home.

Financial Services Related to Estate Planning in Valley Stream, NY

Banks and Credit Unions

Residents of Valley Stream, NY can benefit from a bank in several ways. For instance, banks can help them with their financial needs such as opening savings accounts, applying for loans, and managing their finances. Additionally, banks can offer residents of Valley Stream, NY access to financial education programs that can help them make better financial decisions. One specific way that banks can help residents of Valley Stream, NY is by offering mortgage loans to those looking to buy homes in the area. Valley Stream, NY is a suburban area with a high cost of living, and many residents may need the assistance of a bank to secure a mortgage loan to purchase a home. Overall, banks can provide valuable financial support to residents of Valley Stream, NY, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Valley Stream, NY can benefit greatly from the services of an insurance broker. With the town located in Nassau County, which has some of the highest insurance rates in the country, an insurance broker can help residents navigate the complex insurance market and find the best coverage at an affordable price. Additionally, with Valley Stream being a densely populated community, residents may face unique insurance needs such as liability coverage for their homes or vehicles. An insurance broker can provide personalized advice and guidance to ensure that residents have the right coverage to protect themselves and their assets. Overall, partnering with an insurance broker can provide peace of mind and financial security for residents of Valley Stream, NY.

Retirement Planning

Residents of Valley Stream, NY can benefit from the services of a retirement planner in several ways. One of the most common ways is by helping them create a retirement plan that is tailored to their specific needs and goals. This is especially important in Valley Stream, as the cost of living is higher than the national average, and residents may need to save more to maintain their lifestyle in retirement. A retirement planner can also help residents navigate the complex world of retirement savings accounts and investment options, ensuring that they are making the most of their resources. Additionally, a retirement planner can provide guidance on issues such as Social Security benefits and healthcare costs, which are particularly relevant to retirees in Valley Stream. Overall, working with a retirement planner can help Valley Stream residents achieve greater financial security and peace of mind in their retirement years.

Wealth Management

Residents of Valley Stream, NY can greatly benefit from the services of a wealth manager. A wealth manager can help residents in Valley Stream, NY to create a personalized financial plan that aligns with their long-term goals and objectives. For example, a wealth manager can help residents in Valley Stream, NY to invest in the local real estate market, which has been growing in recent years. They can also provide guidance on how to best manage their assets, such as stocks and bonds, to ensure that they are maximizing their returns. Additionally, a wealth manager can help residents in Valley Stream, NY to plan for their retirement and ensure that they have enough savings to live comfortably in their later years. Overall, a wealth manager can provide valuable financial advice and support to help residents in Valley Stream, NY achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Valley Stream, NY can benefit greatly from the help of a financial advisor. One of the most common ways a financial advisor can assist is by helping residents create a personalized financial plan that takes into account their unique circumstances and goals. This is particularly important in Valley Stream, where the cost of living is higher than the national average, and residents may need to navigate complex financial decisions such as saving for retirement, paying for college, or buying a home. A financial advisor can also provide guidance on investment strategies, tax planning, and risk management, helping residents make informed decisions about their money and achieve greater financial security. With the help of a skilled financial advisor, residents of Valley Stream can feel more confident and empowered in their financial lives.

Mortgage Loan Officer

Residents of Valley Stream, NY can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting first-time homebuyers in navigating the complex process of obtaining a mortgage. With the high cost of living in Valley Stream, finding an affordable home can be challenging, and a loan officer can help residents secure a loan that fits their budget. Additionally, a loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. With the help of a knowledgeable loan officer, residents of Valley Stream can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Valley Stream, NY can benefit greatly from the expertise of a tax advisor. With its diverse population and proximity to New York City, Valley Stream presents unique tax challenges that require specialized knowledge. A tax advisor can assist residents in navigating the complex tax laws and regulations specific to the state of New York, as well as provide guidance on deductions and credits that may be available to them. Additionally, a tax advisor can help residents plan for their financial future by offering advice on retirement planning, investment strategies, and estate planning. Whether it's preparing tax returns or providing ongoing financial guidance, a tax advisor can be an invaluable resource for residents of Valley Stream, NY.

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