Estate Planning Attorneys in Bohemia, NY

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List of Firms

Top Bohemia, NY Estate Planning Law Firms

Law Office Of Maggio & Meyer
5 out of 5
Location 3100 Veterans Memorial Hwy, Bohemia, NY 11716, USA
Phone (631) 750-6886
Language https://www.maggiomeyer.com/
Directions
Tully Law Group, PC
5 out of 5
Location 532 Broadhollow Rd Suite 123, Melville, NY 11747, USA
Phone (631) 424-2800
Language https://tullyelderlaw.com/
Directions
Sheryll Law, P.C.
5 out of 5
Location 633 E Main St #2, Riverhead, NY 11901, USA
Phone (631) 528-2123
Language https://sheryll-law.com/?utm_campaign=gmb
Directions
Russo Law Group, P.C.
4 out of 5
Location 3740 Express Dr S, Islandia, NY 11749, USA
Phone (631) 582-1919
Language http://www.vjrussolaw.com/
Directions
Ettinger Law Firm
5 out of 5
Location 1377 Motor Pkwy, Hauppauge, NY 11749, USA
Phone (631) 589-3333
Language https://www.trustlaw.com/suffolk-county-new-york.html
Directions
Futterman, Lanza & Pasculli, LLP
5 out of 5
Location 180 E Main St Suite 101, Smithtown, NY 11787, USA
Phone (631) 979-4300
Language https://www.trustedattorneys.com/
Directions
Cona Elder Law PLLC
5 out of 5
Location 225 Broadhollow Rd Suite 200, Melville, NY 11747, USA
Phone (631) 390-5000
Language http://www.conaelderlaw.com/
Directions
Wellerstein Law Group, P.C.
1 out of 5
Location 160 Remington Blvd, Ronkonkoma, NY 11779, USA
Phone (516) 385-4701
Language http://www.wellersteinlawgroup.com/
Directions
Estate Planning Lawyers in Bohemia, NY

Where Estate Planners in Bohemia, NY Serve

Bohemia, NY is a vibrant and bustling community that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Connetquot River State Park Preserve to the iconic Oakdale Theatre, there's no shortage of attractions to explore in this charming Long Island town. As for top employers, Bohemia is home to a diverse range of businesses, including the likes of Northrop Grumman, Cablevision, and NBTY. These companies provide ample job opportunities for residents and help to fuel the local economy. In terms of major highways and streets, Bohemia is situated near several key thoroughfares, including the Long Island Expressway, Sunrise Highway, and Veterans Memorial Highway. This convenient location makes it easy for residents to travel to nearby cities and towns. Finally, Bohemia is comprised of several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Bohemia, NY

Banks and Credit Unions

Residents of Bohemia, NY can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services and products. For example, a bank can provide residents with checking and savings accounts, credit cards, loans, and mortgages. This can help residents manage their finances and achieve their financial goals, such as buying a home or saving for retirement. Additionally, a bank can provide convenient access to cash through ATMs and online banking services. This is especially important for residents of Bohemia, NY, who may not have easy access to other financial institutions in the area. Overall, a bank can be a valuable resource for residents of Bohemia, NY, helping them to achieve financial stability and security.

Insurance Broker

Residents of Bohemia, NY can benefit greatly from the services of an insurance broker. With its proximity to major highways and airports, Bohemia is a bustling community with a diverse mix of residents. An insurance broker can help residents navigate the complex world of insurance, from finding the best policies for their needs to ensuring that they are adequately covered in case of an accident or emergency. Whether it's finding affordable health insurance, protecting their homes and businesses from natural disasters, or securing their cars and other assets, an insurance broker can provide invaluable guidance and support to the people of Bohemia. By working with an insurance broker, residents can rest assured that they are getting the best coverage possible and that their families and businesses are protected against unforeseen events.

Retirement Planning

Residents of Bohemia, NY can benefit greatly from the services of a retirement planner. A retirement planner can help them prepare for their golden years by creating a personalized financial plan that takes into account their unique circumstances and goals. For example, many residents of Bohemia, NY may work in industries that are highly affected by economic fluctuations, such as aviation or manufacturing. A retirement planner can help them prepare for potential job loss or industry changes by creating a diversified investment portfolio that includes assets that are less vulnerable to market volatility. Additionally, a retirement planner can help residents of Bohemia, NY navigate the complex tax laws and regulations that can impact their retirement savings and income. By working with a retirement planner, residents of Bohemia, NY can feel confident that they have a solid plan in place to achieve their retirement goals.

Wealth Management

Residents of Bohemia, NY can benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Many residents in Bohemia are nearing retirement age and may not have a clear understanding of how to maximize their retirement savings. A wealth manager can provide guidance on how to invest in retirement accounts, such as IRAs and 401(k)s, and help create a plan to ensure that their retirement goals are met. Additionally, Bohemia is located in Suffolk County, which has one of the highest property tax rates in the country. A wealth manager can assist residents in navigating the complexities of property taxes and suggest strategies to minimize their impact on their finances. Overall, a wealth manager can provide valuable financial advice and support to residents of Bohemia, NY, helping them achieve their long-term financial goals.

Financial Advisor

Residents of Bohemia, NY can benefit greatly from the guidance of a financial advisor. With the cost of living in Bohemia being slightly higher than the national average, a financial advisor can help residents create a budget and manage their finances accordingly. Additionally, with the median household income in Bohemia being higher than the state average, a financial advisor can assist residents in investing their money wisely and planning for retirement. With the many financial options available, such as 401(k)s, IRAs, and stocks, a financial advisor can help residents navigate these choices and make informed decisions. Overall, a financial advisor can provide valuable insight and support to help residents of Bohemia achieve their financial goals.

Mortgage Loan Officer

Residents of Bohemia, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of obtaining a mortgage loan. This can be especially helpful in Bohemia, which has a diverse housing market with a wide range of home prices and styles. Additionally, a loan officer can help residents find the best mortgage rates and terms, allowing them to save money over the life of their loan. Finally, a loan officer can provide valuable advice and guidance throughout the home buying process, helping residents make informed decisions and avoid costly mistakes. Overall, working with a mortgage loan officer can be a smart choice for residents of Bohemia, NY looking to purchase a home.

Tax Services

Residents of Bohemia, NY can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. This is especially important for residents of Bohemia, which is located in Suffolk County, where property taxes are notoriously high. A tax advisor can help residents navigate the complex tax laws and ensure that they are maximizing their deductions, such as the property tax deduction, to help ease the burden of high taxes. Additionally, a tax advisor can assist residents with tax planning strategies, such as retirement contributions and charitable donations, to help minimize their tax liability and maximize their savings.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Bohemia, NY can provide a comprehensive range of services to ensure that your assets and estate are protected and distributed according to your wishes. Whether you need assistance with drafting a will, setting up trusts, or creating a power of attorney, an experienced estate planning attorney can provide the guidance and expertise you need to navigate the complex legal landscape. With Bohemia's rich history as a hub of aviation and aerospace technology, it's important to work with an attorney who understands the unique challenges and opportunities that come with managing and preserving wealth in this dynamic industry. From minimizing taxes to ensuring that your legacy is protected for future generations, a skilled estate planning lawyer in Bohemia, NY can help you achieve your goals and secure your financial future.

Bohemia, NY is undoubtedly the best place to get an estate planning lawyer. The town's rich history and vibrant community make it an ideal location for legal services. With its diverse population and bustling economy, Bohemia offers a unique perspective on estate planning. The town's proximity to New York City ensures that residents have access to top-notch legal services, while its small-town charm ensures that clients receive personalized attention and care. Furthermore, Bohemia's legal community is known for its expertise and professionalism, making it an ideal place to find an estate planning lawyer. Whether you are looking to create a will, establish a trust, or navigate complex tax laws, Bohemia's legal experts have the knowledge and experience to help you achieve your goals. So, if you are looking for an estate planning lawyer, look no further than Bohemia, NY.