Estate Planning Attorneys in Inwood, NY

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List of Firms

Top Inwood, NY Estate Planning Law Firms

Law Office of Jason D. Jones, P.C.
5 out of 5
Location 745 5th Ave Suite 500, New York, NY 10151, USA
Phone (646) 768-4248
Directions
Estate Planning Lawyer Queens
5 out of 5
Location 23-30 Healy Ave, Queens, NY 11691, USA
Phone (347) 826-1373
Directions
Trust and Estate Planning Law Office
5 out of 5
Location 310 E 2nd St Suite 9A, New York, NY 10009, USA
Phone (718) 333-2395
Directions
Law Offices of Sobo & Sobo L.L.P.
4 out of 5
Location 4791 Broadway, New York, NY 10034, USA
Phone (212) 210-1833
Directions
Zimmet Law Group P.C.
5 out of 5
Location 477 Madison Ave 2nd floor, New York, NY 10022, USA
Phone (212) 922-1330
Directions
Regina Kiperman, RK Law PC
5 out of 5
Location 40 Wall St Suite 2508, New York, NY 10005, USA
Phone (917) 261-4514
Directions
Katzner Law Group, PC
5 out of 5
Location 360 Lexington Ave 15th Floor 15th Floor, New York, NY 10017, USA
Phone (646) 736-7539
Directions
Estate Planning Lawyers in Inwood, NY

Where Estate Planners in Inwood, NY Serve

Inwood, NY is a vibrant and diverse neighborhood located in the northernmost part of Manhattan. It is home to several notable landmarks, including the Inwood Hill Park, the Dyckman Farmhouse Museum, and the Isham Park. The neighborhood is also known for its bustling commercial district, which includes a variety of shops, restaurants, and businesses. Top employers in Inwood include NewYork-Presbyterian Hospital and Columbia University Medical Center, which provide a significant number of jobs in the healthcare industry. Other major employers in the area include the United States Postal Service and the New York City Housing Authority. Inwood is well-connected to the rest of the city via several major highways and streets, including the Henry Hudson Parkway, the Harlem River Drive, and Broadway. The neighborhood is also served by several subway lines, including the A, C, and 1 trains. In terms of neighborhoods, Inwood is divided into several distinct areas, each with its own unique character and charm.

Financial Services Related to Estate Planning in Inwood, NY

Banks and Credit Unions

Residents of Inwood, NY would greatly benefit from the services provided by a bank. One of the most common ways a bank could help the community is by offering financial education and resources. Inwood is a diverse neighborhood with many first-generation immigrants, and some may not have experience with the American banking system. A bank could provide workshops and materials to help residents understand how to open accounts, build credit, and save for the future. Additionally, a bank could offer loans and other financial products to help small businesses in the area grow and thrive. Overall, a bank would be a valuable resource for the residents of Inwood, NY to achieve their financial goals and improve their economic stability.

Insurance Broker

Residents of Inwood, NY could benefit from the assistance of an insurance broker in several ways. Firstly, an insurance broker can help residents find affordable and comprehensive health insurance plans that cover their medical needs. This is especially important for Inwood residents who may have limited access to healthcare facilities and services. Additionally, an insurance broker can help residents protect their homes and businesses from potential damages or losses due to natural disasters or other unforeseen events. This is particularly important for Inwood residents who live in areas that are prone to flooding or other weather-related incidents. Overall, an insurance broker can provide valuable guidance and support to Inwood residents as they navigate the complex world of insurance and risk management.

Retirement Planning

Residents of Inwood, NY can benefit greatly from the guidance of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan tailored to the specific needs of each individual. This is especially important in Inwood, where the cost of living is relatively high compared to other areas in New York. A retirement planner can help residents determine how much they need to save in order to maintain their current lifestyle in retirement. They can also provide advice on investment strategies and help residents navigate the complex world of retirement accounts and benefits. Ultimately, a retirement planner can give residents of Inwood peace of mind knowing that they have a solid plan in place for their future.

Wealth Management

Residents of Inwood, NY could benefit from the services of a wealth manager in a variety of ways. One of the most common ways would be through investment advice and portfolio management. Inwood is a diverse community with a mix of homeowners and renters, and many residents may not have a lot of experience with investing. A wealth manager could help them navigate the complex world of stocks, bonds, and other investments, and create a personalized investment strategy that fits their goals and risk tolerance. Additionally, Inwood is located in the heart of New York City, which means that residents may have unique tax implications to consider. A wealth manager could help them optimize their tax strategy and ensure that they are taking advantage of any available tax breaks. Overall, a wealth manager could be an invaluable resource for Inwood residents looking to build and protect their wealth.

Financial Advisor

Residents of Inwood, NY can benefit greatly from the guidance of a financial advisor. With the high cost of living in the area, many individuals may struggle with managing their finances and planning for the future. A financial advisor can help residents create a budget, develop a savings plan, and invest wisely to ensure long-term financial stability. Additionally, Inwood has a large immigrant population, many of whom may not be familiar with the American financial system. A financial advisor can assist these individuals in understanding the nuances of the system and navigating any potential language or cultural barriers. Overall, a financial advisor can provide invaluable support to the residents of Inwood, NY in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Inwood, NY would be helped by a mortgage loan officer in a number of ways. Firstly, they could assist residents in finding the right mortgage product for their specific needs, whether it be a fixed-rate or adjustable-rate mortgage. Additionally, they could help residents navigate the complex process of applying for a mortgage, from gathering the necessary paperwork to submitting the application. One specific challenge that Inwood residents may face is the high cost of living in the area, which could make it difficult to secure a mortgage. A loan officer could help residents explore different financing options and find ways to make homeownership more affordable. Ultimately, a mortgage loan officer can be an invaluable resource for Inwood residents looking to achieve their dream of owning a home.

Tax Services

Residents of Inwood, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by assisting residents in navigating the complex tax laws and regulations that apply to their specific situation. Inwood is a diverse community with a mix of homeowners and renters, and a tax advisor can help both groups identify deductions and credits that they may be eligible for. Additionally, Inwood residents may have unique tax situations due to the area's proximity to the city and its high cost of living. A tax advisor can help residents make informed decisions about investments, retirement planning, and estate planning to minimize their tax liability and maximize their financial well-being. Overall, a tax advisor can provide invaluable guidance and support to Inwood residents as they navigate the often-confusing world of taxes.

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