Estate Planning Attorneys in Commack, NY

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List of Firms

Top Commack, NY Estate Planning Law Firms

Alber Law Group, LLP
5 out of 5
Location 5036 Jericho Turnpike #305, Commack, NY 11725, USA
Phone (631) 462-6900
Directions
Law Offices of David W. Olsen
4 out of 5
Location 353 Veterans Memorial Hwy #200, Commack, NY 11725, USA
Phone (631) 298-8010
Directions
Feldman, Kramer & Monaco, P.C.
5 out of 5
Location 330 Motor Pkwy Suite 400, Hauppauge, NY 11788, USA
Phone (631) 231-1450
Directions
Estate Planning Lawyers in Commack, NY

Where Estate Planners in Commack, NY Serve

Commack, NY is a bustling town located in Suffolk County, Long Island. It boasts a plethora of landmarks that are sure to enchant visitors and locals alike. The most notable of these is the Commack Motor Inn, a historic hotel that has been serving the community for over 50 years. Another landmark is the Commack Public Library, which is a hub of activity for book lovers and researchers alike. The town is home to several top employers, including Target, Home Depot, and Walgreens. These companies offer a wide range of job opportunities to residents, making Commack a great place to live and work. Major highways and streets in Commack include the Long Island Expressway, Jericho Turnpike, and Commack Road. These thoroughfares make it easy for residents to get around town and access neighboring communities. Commack is also home to several distinct neighborhoods, each with its own unique character and charm. These include the Country Woods, Indian Fields, and Burrwood Estates neighborhoods.

Financial Services Related to Estate Planning in Commack, NY

Banks and Credit Unions

Residents of Commack, NY can benefit from a bank in numerous ways. Firstly, a bank can provide them with a safe and secure place to store their money. With the rising cases of thefts and burglaries in the area, having a bank account can offer peace of mind and ensure that their hard-earned money is protected. Additionally, banks can help residents in Commack, NY with loans and mortgages to purchase homes or start businesses. Commack, NY is a growing community with a diverse population, and banks can provide financial assistance to those who need it. Furthermore, banks offer various financial services, including online banking, mobile banking, and financial planning, making it easier for residents to manage their finances efficiently. Overall, a bank can be a valuable resource for residents of Commack, NY, providing them with financial stability and assistance in achieving their financial goals.

Insurance Broker

Residents of Commack, NY can greatly benefit from the services of an insurance broker. With the high cost of living in this Long Island community, many residents struggle to afford adequate insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs and budget. For example, a broker can help a family in Commack find a comprehensive health insurance plan that includes coverage for mental health services, which is especially important given the high rates of stress and anxiety in the area. Additionally, an insurance broker can provide guidance on home insurance policies that protect against damage from severe weather events, such as hurricanes and flooding, which are common occurrences in Commack. Overall, an insurance broker can provide valuable assistance to residents of Commack, helping them to protect themselves and their families from financial hardship in the face of unexpected events.

Retirement Planning

Residents of Commack, NY can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help them determine the best investment strategies to secure their financial future. This is particularly important for residents of Commack, NY who are nearing retirement age and may not have saved enough for their retirement. A retirement planner can also help them navigate the complex world of Social Security and Medicare, ensuring that they receive the maximum benefits possible. Additionally, with Commack, NY being a suburb of New York City, a retirement planner can help residents make informed decisions about downsizing or relocating to a more affordable area. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Commack, NY as they plan for their retirement.

Wealth Management

Residents of Commack, NY would benefit from the services of a wealth manager in a number of ways. For one, a wealth manager can help individuals and families in Commack to develop a comprehensive financial plan that takes into account their unique goals and circumstances. This can include everything from retirement planning and investment management to tax planning and estate planning. Additionally, a wealth manager can provide ongoing guidance and support to help residents of Commack stay on track with their financial goals and make informed decisions about their money. Given that Commack is a relatively affluent community with a high cost of living, the expertise of a wealth manager can be particularly valuable in helping residents to navigate complex financial issues and make the most of their resources.

Financial Advisor

Residents of Commack, NY can greatly benefit from the guidance of a financial advisor. One of the most common ways that a financial advisor can help residents of Commack is by providing personalized investment advice. With a population of over 36,000 people, many Commack residents are likely to have diverse investment portfolios and financial goals. A financial advisor can help residents navigate the complex world of investing and create a customized plan that aligns with their unique needs and risk tolerance. Additionally, Commack is a relatively affluent community, with a median household income of over $117,000. A financial advisor can help residents make the most of their income and investments, ensuring that they are on track to meet their long-term financial goals.

Mortgage Loan Officer

Residents of Commack, NY can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in this Long Island community, many residents may struggle to secure a mortgage that fits their budget. A mortgage loan officer can help by providing guidance on the best mortgage products available, as well as helping residents navigate the complex process of securing a mortgage. Additionally, with Commack's proximity to New York City, many residents may be self-employed or have unique income situations that require special attention. A mortgage loan officer can help residents in these situations find lenders who are willing to work with them and provide the financing they need to purchase a home in this desirable community.

Tax Services

Residents of Commack, NY can benefit from the services of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations in the state. Commack, NY is known for having a high cost of living, which means residents often have higher tax obligations. A tax advisor can help residents identify deductions and credits they may be eligible for, which can significantly reduce their tax burden. Additionally, a tax advisor can assist residents in preparing and filing their tax returns accurately and on time, avoiding penalties and fines from the IRS. By working with a tax advisor, residents of Commack, NY can have peace of mind knowing that their tax affairs are in order and that they are taking advantage of all available tax benefits.

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