Estate Planning Attorneys in Katonah, NY

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List of Firms

Top Katonah, NY Estate Planning Law Firms

Veith Frank J
5 out of 5
Location 135 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-0100
Directions
Cory A. Levine, Esq.
5 out of 5
Location 352 US-202, Somers, NY 10589, USA
Phone (914) 276-0222
Language http://www.corylevine.com/
Directions
Shapiro Gettinger Waldinger & Monteleone, LLP
4 out of 5
Location 118 N Bedford Rd Suite 300, Mt Kisco, NY 10549, USA
Phone (914) 666-8033
Language https://www.kiscolawfirm.com/?npcmp=dir:local:2013012:10549
Directions
Gordon Michael R
5 out of 5
Location GordonLaw LLP, 51 Bedford Road, Suite 2, Katonah, NY 10536, USA
Phone (914) 232-9500
Language http://www.gordonlawllp.com/
Directions
Messina & Associates
5 out of 5
Location 282 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 949-9440
Language https://messinaassociates.business.site/?utm_source=gmb&utm_medium=referral
Directions
Betensky Law, PLLC
5 out of 5
Location 118 N Bedford Rd Suite 302, Mt Kisco, NY 10549, USA
Phone (914) 338-8050
Language https://www.betenskylaw.com/
Directions
Law Office of Peter D. Hoffman, P.C.
5 out of 5
Location 200 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-2242
Language https://www.pdhoffmanlaw.com/?utm_source=gmb&utm_medium=organic&utm_campaign=gmb
Directions
Dianne Braun Hanley, Esq.
Location 121 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-7916
Language http://www.diannehanleylaw.com/
Directions
Judith Reardon
3 out of 5
Location 20 Woodsbridge Rd 2nd floor, Katonah, NY 10536, USA
Phone (914) 666-5566
Language http://reardon-law.com/
Directions
Corliss Law Group
Location 135 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 401-9222
Language http://corlisslawgroup.com/
Directions
Thomas T. Antonecchia Attorney at Law
Location 155 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-3185
Directions
Donald Braun Attorney At Law
5 out of 5
Location 2875 Route 35, Katonah, NY 10536, USA
Phone (914) 962-5655
Language https://donaldbraun.com/
Directions
Markus & Sheridan, LLP
5 out of 5
Location 118 N Bedford Rd Suite 305, Mt Kisco, NY 10549, USA
Phone (914) 241-6300
Language http://www.mslawny.com/
Directions
Gregory J. Tarone, Attorney & Counselor at Law
4 out of 5
Location 118 North Bedford Road, First Floor, Suite 100, Mt Kisco, NY 10549, USA
Phone (914) 864-3354
Language https://gregory-j-tarone-esq.business.site/?utm_source=gmb&utm_medium=referral
Directions
Cassidy Law Firm
3 out of 5
Location 200 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 428-1404
Language http://www.cassidyelderlaw.com/
Directions
Covey, Roberts & Carmody-Roberts, LLC
Location 200 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-2222
Language http://robertsandcorliss.com/
Directions
Goldman Schwartz LLC - Mount Kisco, NY Estate Planning Attorney
5 out of 5
Location 100 S Bedford Rd Suite 340, Mt Kisco, NY 10549, USA
Phone (914) 362-1220
Language https://www.familytrustmatters.com/
Directions
Estate Planning Lawyers in Katonah, NY

Where Estate Planners in Katonah, NY Serve

Katonah, NY is a charming hamlet in Westchester County, known for its historic landmarks, thriving businesses, and stunning neighborhoods. The town is home to several notable landmarks, including the Katonah Museum of Art, Caramoor Center for Music and the Arts, and the John Jay Homestead. These attractions draw in visitors from all over the region, making Katonah a hub of cultural activity. In terms of top employers, Katonah is home to a diverse range of businesses, including healthcare providers, financial institutions, and retail stores. Some of the town's largest employers include Northern Westchester Hospital, Tompkins Mahopac Bank, and Katonah-Lewisboro School District. Major highways and streets in the area include the Saw Mill River Parkway, Route 35, and Route 22. These roads provide easy access to neighboring towns and cities, making Katonah a convenient location for commuters and travelers alike.

Financial Services Related to Estate Planning in Katonah, NY

Banks and Credit Unions

Residents of Katonah, NY would be helped by a bank in a number of ways. For example, a bank could provide loans to small businesses in the area, helping them to grow and create jobs. Additionally, a bank could offer mortgages to residents looking to buy homes in Katonah, which is known for its beautiful historic houses and charming downtown area. Another way a bank could help residents is by providing financial education and resources, such as budgeting tools and investment advice, to help them make informed decisions about their money. Overall, a bank can play an important role in supporting the economic well-being of the community and helping residents achieve their financial goals.

Insurance Broker

Residents of Katonah, NY can benefit greatly from the services of an insurance broker. With its picturesque surroundings and proximity to New York City, Katonah is a popular place to live. However, with that comes higher living expenses, including the cost of insurance. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their unique needs and budget. For example, they can help residents find affordable health insurance plans that cover the specific medical services available in the area, such as the Northern Westchester Hospital located in nearby Mount Kisco. Additionally, an insurance broker can assist residents in finding the best coverage for their homes and vehicles in an area that experiences harsh winter weather. By working with an insurance broker, residents of Katonah can have peace of mind knowing that they have the right coverage for their specific needs.

Retirement Planning

Residents of Katonah, NY could benefit greatly from the expertise of a retirement planner. With its high cost of living and proximity to New York City, many residents may struggle to save enough for retirement. A retirement planner can help residents create a personalized plan to save for retirement, taking into account their unique financial situation and goals. They can also assist with navigating the complex world of retirement accounts and investment options, ensuring that residents are making informed decisions. Additionally, a retirement planner can provide peace of mind by helping residents prepare for unexpected expenses and emergencies, such as healthcare costs or home repairs. Overall, the guidance of a retirement planner can be invaluable for Katonah residents looking to secure their financial future.

Wealth Management

Residents of Katonah, NY can benefit greatly from the services of a wealth manager. With its high cost of living and affluent population, Katonah presents unique financial challenges that require specialized expertise to navigate. A wealth manager can provide personalized investment strategies and financial planning advice to help residents achieve their long-term financial goals. Additionally, a wealth manager can offer guidance on tax planning, estate planning, and risk management, all of which are crucial for preserving wealth and ensuring financial security. Whether someone is looking to build wealth, protect assets, or plan for retirement, a wealth manager can provide the guidance and support needed to achieve financial success in Katonah and beyond.

Financial Advisor

Residents of Katonah, NY can benefit from the services of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique circumstances of the individual or family. This could include budgeting, saving for retirement or college, and managing debt. Additionally, a financial advisor can help residents of Katonah navigate the complex tax laws that are specific to New York state and the surrounding areas. For example, they can provide guidance on how to maximize deductions for property taxes, which can be particularly high in this affluent Westchester County community. Overall, a financial advisor can help residents of Katonah achieve their financial goals and provide peace of mind knowing that their finances are in order.

Mortgage Loan Officer

Residents of Katonah, NY can greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in this affluent town, many residents may need assistance in securing a mortgage for their dream home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from determining the best loan options to assisting with the application process. Additionally, with the unique character of Katonah, NY, which includes historic homes and a tight-knit community, a mortgage loan officer can provide personalized guidance and support to ensure that residents find the perfect home loan to suit their needs.

Tax Services

Residents of Katonah, NY can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by providing advice on how to minimize tax liabilities. This is especially important for Katonah residents, as the town is known for its high cost of living. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with tax planning for major life events such as buying a home or starting a business, which can have a significant impact on a resident's tax situation. Overall, a tax advisor can provide valuable insights and strategies to help Katonah residents manage their finances and achieve their financial goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Katonah, NY can provide a wide range of services to help individuals and families plan for the future. From drafting wills and trusts to creating advanced healthcare directives and powers of attorney, these legal professionals can help ensure that your wishes are carried out in the event of your incapacity or death. Additionally, estate planning lawyers in Katonah, NY can assist with complex issues such as business succession planning, asset protection, and tax planning. With its charming downtown area, historic homes, and proximity to New York City, Katonah, NY offers a unique blend of small-town charm and big-city convenience, making it an ideal location for families and individuals looking to plan for the future.

Katonah, NY is undoubtedly the best place to find an estate planning lawyer due to its rich history and thriving legal community. Nestled in the heart of Westchester County, Katonah boasts a unique blend of small-town charm and big-city sophistication that attracts top-tier legal professionals. With its picturesque streets lined with historic homes and local businesses, Katonah offers a serene and welcoming environment for legal practitioners and clients alike. Furthermore, the town's close proximity to major metropolitan areas, such as New York City and Stamford, CT, makes it an ideal location for lawyers who want to serve clients in both urban and suburban settings. Whether you need help drafting a will, establishing a trust, or navigating complex estate planning laws, you can rest assured that Katonah's legal community has the expertise and experience to meet your needs.