Estate Planning Attorneys in Florida, NY

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List of Firms

Top Florida, NY Estate Planning Law Firms

Ettinger Law Firm
4 out of 5
Location 900 South Ave 3rd Floor, Staten Island, NY 10314, USA
Phone (718) 477-2700
Language https://www.trustlaw.com/staten-island-ny.html
Directions
Jones Law, P. C.
5 out of 5
Location 2 N Main St #2, Florida, NY 10921, USA
Phone (845) 294-4300
Language http://radarlawyer.com/
Directions
David Hannigan Attorney
5 out of 5
Location 62 N Main St Suite 205, Florida, NY 10921, USA
Phone (845) 651-3133
Directions
The Stage Law Firm, LLP | Attorneys & Counselors at Law
5 out of 5
Location 23 West St, Warwick, NY 10990, USA
Phone (845) 986-1136
Language http://stagelawfirm.com/
Directions
The Fetherston Law Office
Location 43 Chester Hill Rd, Warwick, NY 10990, USA
Phone (845) 544-1904
Directions
Estate Planning Lawyers in Florida, NY

Where Estate Planners in Florida, NY Serve

Florida, NY is a small town located in Orange County, bursting with history and natural beauty. This charming town is home to several landmarks, including the Florida Public Library, the historic Seward Mansion, and the scenic Glenmere Lake. The town is also home to several top employers, including the Florida School District, the Orange County Government, and the ShopRite Supermarket. Major highways and streets that run through Florida include Route 17A, Route 94, and Route 17. The town is divided into several neighborhoods, including the Village of Florida, the Hamlet of Pine Island, and the Hamlet of Edenville. With its rich history, stunning natural surroundings, and thriving economy, Florida, NY is a town that truly has it all.

Financial Services Related to Estate Planning in Florida, NY

Banks and Credit Unions

Residents of Florida, NY can benefit from a bank in many ways. One of the most common ways a bank can help is by providing access to financial services such as checking and savings accounts, loans, and credit cards. In Florida, NY, a bank can also help residents by providing assistance with mortgages and home equity loans, which are important for the many homeowners in the area. Additionally, a bank can offer financial education and resources to help residents make informed decisions about their money and investments. Overall, a bank can be a valuable resource for residents of Florida, NY, providing them with the financial tools and support they need to achieve their goals and improve their financial well-being.

Insurance Broker

Residents of Florida, NY can benefit greatly from the services of an insurance broker. With its small town charm and proximity to the beautiful Hudson Valley, Florida, NY is a wonderful place to call home. However, like any community, there are risks and uncertainties that residents face on a daily basis. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their individual needs. Whether it's finding affordable health insurance, protecting their home from natural disasters, or securing their business from liability, an insurance broker can provide personalized guidance and support. With their knowledge and expertise, an insurance broker can help ensure that residents of Florida, NY have the peace of mind they need to enjoy all that their community has to offer.

Retirement Planning

Residents of Florida, NY would greatly benefit from the services of a retirement planner. With a population of just over 2,700 people, Florida is a small town in Orange County, New York. Many of its residents are reaching retirement age and could use guidance on how to best prepare for their future. A retirement planner could assist with creating a personalized financial plan, recommending investment options, and providing advice on Social Security and Medicare. Additionally, with the high cost of living in the New York City area, a retirement planner could help residents of Florida, NY navigate the complexities of budgeting and saving for retirement in a region with a higher than average cost of living.

Wealth Management

Residents of Florida, NY could benefit greatly from the services of a wealth manager. With its proximity to New York City, Florida has a high cost of living and many residents are looking for ways to manage their finances more effectively. A wealth manager can provide guidance on a range of financial matters, from retirement planning to tax strategies. They can also help residents navigate the complexities of investing, helping them to build a diversified portfolio that meets their unique needs and goals. With the help of a wealth manager, residents of Florida, NY can gain the peace of mind that comes with knowing their financial future is secure.

Financial Advisor

Residents of Florida, NY could benefit greatly from the guidance of a financial advisor. With a population of just over 2,500 people, this small town in Orange County may not seem like a hub for financial planning, but the reality is that many of its residents could use some help managing their finances. One specific area where a financial advisor could be helpful is in retirement planning. As the population of Florida, NY ages, many residents may be unsure of how to best prepare for their golden years. A financial advisor could provide guidance on topics such as 401(k) plans, IRAs, and other retirement savings options. They could also help residents assess their financial situation and develop a plan to ensure they have enough money to retire comfortably. With the help of a financial advisor, residents of Florida, NY could feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Florida, NY could benefit from the services of a mortgage loan officer in a number of ways. Firstly, given that Florida, NY is a small, rural community, many residents may not have access to the same range of mortgage options as those living in larger urban areas. A mortgage loan officer can help residents to navigate the various options available to them and find the best fit for their individual needs. Additionally, a loan officer can provide guidance on the process of applying for a mortgage, which can be a complex and overwhelming process for those who are unfamiliar with it. By working with a mortgage loan officer, residents of Florida, NY can increase their chances of securing a mortgage that is affordable and sustainable in the long term.

Tax Services

Residents of Florida, NY may benefit greatly from the assistance 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. This is especially important for residents of Florida, NY, as the area is known for its high property taxes. A tax advisor can help residents navigate the complex tax laws and identify deductions and credits that may be available to them, such as the New York State School Tax Relief (STAR) program. Additionally, a tax advisor can help residents plan for their financial future by providing advice on retirement planning, estate planning, and investment strategies. With the help of a tax advisor, residents of Florida, NY can feel confident that they are making informed decisions about their finances and minimizing their tax burden.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Florida, NY can provide a wide range of services to ensure that your assets are distributed according to your wishes after your death. These services include creating a will, establishing trusts, and designating beneficiaries. In Florida, NY, where the population is largely comprised of retirees and vacation homeowners, estate planning is especially important. With its proximity to the Catskill Mountains and the Hudson River, Florida, NY is a popular destination for outdoor enthusiasts and nature lovers. As a result, many residents have significant assets tied up in real estate, and it is crucial to have a solid estate plan in place to ensure that those assets are passed down to the next generation smoothly and efficiently. An experienced estate planning lawyer can help you navigate the complex legal landscape of estate planning and ensure that your wishes are carried out as you intended.

Florida, NY is undoubtedly the best place to get an estate planning lawyer. The town is situated in Orange County, New York, and is known for its serene environment and picturesque landscapes. Its location makes it an ideal spot for those seeking legal help with estate planning. The town has a rich history, dating back to the early 18th century, and has since been a hub for legal services. What sets Florida, NY apart from other towns is its small-town charm and tight-knit community. The estate planning lawyers in Florida, NY are well-versed in the intricacies of estate planning and are committed to providing personalized services to their clients. Whether you're looking to draft a will, establish a trust, or plan your estate, the lawyers in Florida, NY have the expertise and experience to guide you through the entire process. With their comprehensive knowledge of estate planning laws and regulations, you can rest assured that your assets will be protected and your wishes will be fulfilled.