Estate Planning Attorneys in Old Westbury, NY

We did the hard work of finding trustworthy partners in Old Westbury, NY. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Old Westbury, NY Estate Planning Law Firms

Law Office of Sardar M. Asadullah, PLLC.
5 out of 5
Location 500 Old Country Rd Suite 103, Garden City, NY 11530, USA
Phone (516) 274-0764
Language http://smalawoffice.com/
Directions
The Law Office of Patricia A. Powis
4 out of 5
Location 600 Old Country Rd #530, Garden City, NY 11530, USA
Phone (516) 240-5180
Language http://powislaw.com/
Directions
Salem, Shor & Saperstein, LLP
5 out of 5
Location 3000 Marcus Avenue, Suite 1W6, New Hyde Park, NY 11042, USA
Phone (516) 472-7030
Language http://lakesuccesslaw.com/
Directions
JONATHAN K. DAVIS, P.C.
5 out of 5
Location 1 Store Hill Rd Unit 206, Old Westbury, NY 11568, USA
Phone (516) 730-3446
Language http://www.jonkdavislaw.com/
Directions
Ettinger Law Firm Elder Law Estate Planning
5 out of 5
Location 3000 Marcus Ave #1E7, New Hyde Park, NY 11042, USA
Phone (516) 327-8880
Language https://www.trustlaw.com/nassau-county-new-york.html
Directions
D'Angelo Law Associates, PC
5 out of 5
Location 901 Stewart Ave #230, Garden City, NY 11530, USA
Phone (516) 222-1122
Language https://dangelolawassociates.com/
Directions
The Law Offices of Michael H. Ricca P.C.
5 out of 5
Location 1400 Old Country Rd #310e, Westbury, NY 11590, USA
Phone (516) 500-1647
Language https://www.nassaucountytrafficlawyer.com/
Directions
Law Offices of Harold A Bollaci
5 out of 5
Location 400 Post Ave Suite 210, Westbury, NY 11590, USA
Phone (516) 538-9700
Language http://www.bollacilaw.com/
Directions
Lerner Law Firm & Associates
Location 400 Post Ave, Westbury, NY 11590, USA
Phone (516) 307-1550
Directions
Murtha & Bird P.C.
Location 45 Post Ave, Westbury, NY 11590, USA
Phone (516) 997-4800
Language http://www.murthapc.com/
Directions
The Demetri Law Firm, PLLC
5 out of 5
Location 600 Old Country Rd #410, Garden City, NY 11530, USA
Phone (516) 493-9300
Language http://www.estatelawcounsel.com/
Directions
Davidov Law Group
SEC File# 801-119871
CRD# 166794
5 out of 5
Location 1981 Marcus Ave Suite 231, New Hyde Park, NY 11042, USA
Phone (516) 587-5555
Language https://www.davidovlaw.com/
Directions
Polner Abrahams Law Firm
5 out of 5
Location 350 Old Country Rd Suite 101, Garden City, NY 11530, USA
Phone (516) 741-9175
Language http://www.bpaelderlaw.com/
Directions
Estate Planning Lawyers in Old Westbury, NY

Where Estate Planners in Old Westbury, NY Serve

Located in the heart of Nassau County, Old Westbury, NY is a picturesque village that boasts a rich history and vibrant community. From its stunning mansions to its sprawling estates, Old Westbury is a veritable treasure trove of landmarks and attractions. Some of the most notable landmarks in the area include the Old Westbury Gardens, the Vanderbilt Museum, and the Nassau County Museum of Art. When it comes to employment, Old Westbury is home to a number of top employers, including the New York Institute of Technology, SUNY College at Old Westbury, and North Shore University Hospital. These institutions provide a wide range of job opportunities for residents, making Old Westbury a great place to live and work. Major highways and streets in the area include the Long Island Expressway, Northern State Parkway, and Jericho Turnpike. These thoroughfares provide easy access to neighboring towns and cities, as well as to New York City.

Financial Services Related to Estate Planning in Old Westbury, NY

Banks and Credit Unions

Residents of Old Westbury, NY would benefit greatly from the services provided by a bank. For example, many residents in this affluent community own large estates and require financing for home renovations or landscaping projects. A bank can provide loans or lines of credit to help fund these projects. Additionally, many residents may have multiple properties or investments, and a bank can offer investment and wealth management services to help them manage their finances effectively. Furthermore, Old Westbury is a community that values philanthropy and charitable giving. A bank can offer services to help residents make donations to their favorite charities and manage their charitable giving. Overall, a bank can provide valuable financial services to the residents of Old Westbury, helping them to achieve their financial goals and contribute to their community.

Insurance Broker

Residents of Old Westbury, NY can benefit greatly from the services of an insurance broker. With the high cost of living in this affluent Long Island community, an insurance broker can help residents find the best insurance policies to fit their needs and budget. Specifically, an insurance broker can help Old Westbury residents navigate the unique risks associated with living in a wooded area prone to severe weather events like hurricanes and nor'easters. Additionally, an insurance broker can help residents find policies that cover high-value assets like luxury homes, expensive cars, and valuable personal property. By working with an insurance broker, Old Westbury residents can ensure that they have the coverage they need to protect their assets and their families in the event of an unexpected loss.

Retirement Planning

Residents of Old Westbury, NY can greatly benefit from the services of a retirement planner. With the high cost of living in the area, a retirement planner can provide guidance on how to save and invest wisely to ensure a comfortable retirement. Additionally, many residents of Old Westbury are successful business owners or professionals who may need assistance in creating a retirement plan that takes into account their unique financial situation. A retirement planner can also provide advice on estate planning and tax strategies, which can be particularly important in a state like New York with high estate taxes. Overall, a retirement planner can help residents of Old Westbury navigate the complex world of retirement planning and ensure that they are on track to meet their financial goals.

Wealth Management

Residents of Old Westbury, NY could benefit from the services of a wealth manager in a variety of ways. One of the most common ways would be in managing their investments and ensuring that their portfolios are diversified and aligned with their long-term financial goals. Additionally, a wealth manager could help Old Westbury residents navigate the complex tax landscape in the area, which can be particularly challenging given the high property values and income levels in the community. With their expertise in financial planning and investment management, a skilled wealth manager could help residents of Old Westbury achieve greater financial security and peace of mind, allowing them to focus on enjoying all that this beautiful Long Island community has to offer.

Financial Advisor

Residents of Old Westbury, NY could benefit from the assistance of a financial advisor in a variety of ways. One of the most common ways a financial advisor could help is by providing guidance on estate planning. Old Westbury is a wealthy community with many residents who have significant assets and estates. A financial advisor could help these residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes and minimizes taxes and other expenses. Additionally, a financial advisor could provide advice on investment strategies, retirement planning, and risk management, helping residents of Old Westbury achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Old Westbury, NY could greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with the process of securing a mortgage loan, which can be particularly helpful for those looking to purchase a home in this affluent Long Island community. Old Westbury is known for its sprawling estates and high-end properties, which can come with a hefty price tag. A mortgage loan officer can help residents navigate the complexities of the lending process, ensuring that they secure the best possible rates and terms for their home purchase. In addition, these professionals can provide valuable advice on the local real estate market, helping residents make informed decisions about their investments.

Tax Services

Residents of Old Westbury, NY can benefit greatly from the guidance of a tax advisor. With its high property values and affluent population, Old Westbury presents unique tax challenges that require specialized knowledge and expertise. A tax advisor can help residents navigate complex tax laws and regulations, optimize their tax strategies, and identify opportunities to minimize their tax liability. For example, a tax advisor can help Old Westbury residents take advantage of deductions for property taxes and mortgage interest, as well as explore options for charitable giving and retirement planning. With the help of a tax advisor, residents of Old Westbury can make informed decisions about their finances and ensure that they are in compliance with all applicable tax laws.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Old Westbury, NY can provide a range of services to individuals and families seeking to ensure their assets are protected and distributed according to their wishes. From drafting wills and trusts to establishing powers of attorney and healthcare directives, an estate planning lawyer can help clients navigate the complex legal landscape of estate planning. In Old Westbury, NY, where sprawling estates and historic homes abound, an estate planning lawyer can also offer specialized expertise in managing complex and high-value assets. Whether it's creating a plan for the preservation of a historic property or establishing a charitable foundation, an estate planning lawyer in Old Westbury can provide tailored solutions to meet the unique needs of their clients in this affluent and exclusive community.

Old Westbury, NY is the perfect place to find an estate planning lawyer for a multitude of reasons. The town is home to a plethora of law firms, each specializing in different aspects of estate planning. Whether you require assistance with drafting a will, establishing a trust, or navigating the probate process, you can rest assured that Old Westbury's legal professionals have the expertise and experience to guide you through the complexities of estate planning. Furthermore, the town's affluent community ensures that its lawyers are well-versed in handling high-value estates, making them the go-to choice for individuals with significant assets. With its abundance of legal resources and knowledgeable attorneys, Old Westbury, NY is undoubtedly the best place to secure top-notch estate planning services.