Estate Planning Attorneys in Poughkeepsie, NY

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List of Firms

Top Poughkeepsie, NY Estate Planning Law Firms

Gellert & Klein PC
4 out of 5
Location 80 Washington St #301, Poughkeepsie, NY 12601, USA
Phone (845) 454-3250
Directions
Barry H. Friedman Attorney & Counselor at Law
4 out of 5
Location 220 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 471-7600
Directions
Dantzman & Dantzman Law Office
5 out of 5
Location 1 Civic Center Plaza #403, Poughkeepsie, NY 12601, USA
Phone (845) 454-1400
Directions
Michael J. Carroll - McCabe & Mack LLP
Location 63 Washington St, Poughkeepsie, NY 12601, USA
Phone (845) 486-6800
Directions
Michael D. Kranis
4 out of 5
Location 35 Market St floor 3, Poughkeepsie, NY 12601, USA
Phone (845) 454-1123
Directions
Lisa E. Hartley, P. C., Attorney and Counselor at law
4 out of 5
Location 66 Forbus St, Poughkeepsie, NY 12603, USA
Phone (845) 305-5595
Directions
Mackey, Butts & Whalen LLP
5 out of 5
Location 319 Mill St, Poughkeepsie, NY 12601, USA
Phone (845) 452-4000
Directions
Ouimette Goldstein & Andrews
4 out of 5
Location 88 Market St, Poughkeepsie, NY 12601, USA
Phone (845) 454-9700
Directions
Corbally Gartland and Rappleyea, LLP
4 out of 5
Location 35 Market St, Poughkeepsie, NY 12601, USA
Phone (845) 454-1110
Directions
Paul Ackermann Lawyer
5 out of 5
Location 85 Civic Center Plaza Suite LL3, Poughkeepsie, NY 12601, USA
Phone (845) 473-0900
Directions
Law Office of Kevin MacKay
5 out of 5
Location 12 Walker Rd, Poughkeepsie, NY 12603, USA
Phone (845) 210-5070
Directions
Estate Planning Lawyers in Poughkeepsie, NY

Where Estate Planners in Poughkeepsie, NY Serve

Poughkeepsie, NY is a city located in the Hudson Valley region of New York State. It is home to a number of notable landmarks, including the Walkway Over the Hudson, a pedestrian bridge that spans the Hudson River and offers stunning views of the surrounding landscape. Other notable landmarks include the Mid-Hudson Bridge, the Bardavon 1869 Opera House, and the Poughkeepsie Post Office. The city is home to a number of top employers, including Vassar Brothers Medical Center, IBM, and Marist College. These companies provide a significant amount of employment opportunities for local residents. Poughkeepsie is also home to a number of major highways and streets, including Interstate 84, US Route 9, and State Route 55. These highways and streets provide easy access to other parts of the Hudson Valley region and beyond. The city is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Poughkeepsie, NY

Banks and Credit Unions

Residents of Poughkeepsie, NY can benefit from a bank in a multitude of ways. One specific way is through the availability of loans for home repairs or renovations. Poughkeepsie is a historic city with many older homes, and many residents may need financial assistance to maintain or improve their properties. A bank can provide loans with reasonable interest rates and flexible payment plans to help residents make necessary repairs or upgrades. Additionally, a bank can offer financial education resources to help residents improve their credit scores and manage their finances effectively. Overall, a bank can be a valuable resource for Poughkeepsie residents looking to improve their homes and financial stability.

Insurance Broker

Residents of Poughkeepsie, NY can benefit greatly from the services of an insurance broker. With the city's diverse population and range of industries, an insurance broker can help residents navigate the complex world of insurance and find coverage that fits their unique needs. For example, Poughkeepsie is home to a number of small businesses, and an insurance broker can help these businesses find affordable and comprehensive coverage for their employees. Additionally, Poughkeepsie experiences harsh winters, and an insurance broker can help residents find homeowners insurance that covers damage from snow and ice. With the help of an insurance broker, residents of Poughkeepsie can have peace of mind knowing that they are protected from life's unexpected events.

Retirement Planning

Residents of Poughkeepsie, NY can benefit from the services of a retirement planner in several ways. One of the most common ways is by helping them to create a retirement plan that takes into account their specific financial situation and goals. With Poughkeepsie being a city with a diverse population and varied income levels, a retirement planner can help residents navigate the complex financial landscape and make informed decisions about their retirement savings. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, which can help residents maximize their retirement income and protect their assets. Overall, a retirement planner can be an invaluable resource for Poughkeepsie residents looking to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Poughkeepsie, NY could benefit from a wealth manager in a variety of ways. One specific need that many Poughkeepsie residents have is help with retirement planning. With the cost of living in the area being higher than the national average, it can be challenging to save enough money for retirement. A wealth manager can help residents create a personalized plan to save for retirement and invest their money wisely. They can also provide guidance on how to maximize Social Security benefits and navigate the complex world of taxes. Additionally, a wealth manager can help Poughkeepsie residents with estate planning, college savings, and other financial goals. By working with a wealth manager, residents can feel more confident in their financial future and enjoy greater peace of mind.

Financial Advisor

Residents of Poughkeepsie, NY could greatly benefit from the guidance of a financial advisor in several ways. For one, the cost of living in Poughkeepsie is significantly higher than the national average, making it crucial for residents to have a solid financial plan in place. A financial advisor can help individuals and families create a budget, manage debt, and invest wisely in order to reach their financial goals. Additionally, Poughkeepsie is home to a diverse population with varying income levels and financial backgrounds. A financial advisor can provide tailored advice and strategies to meet the unique needs of each client. Whether it's planning for retirement, saving for a child's education, or navigating complex tax laws, a financial advisor can be an invaluable resource for residents of Poughkeepsie looking to secure their financial future.

Mortgage Loan Officer

Residents of Poughkeepsie, NY can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents struggle to afford their dream home. A mortgage loan officer can offer guidance and support in securing a loan that fits their budget and lifestyle. They can also provide valuable information on the different types of loans available, such as fixed-rate or adjustable-rate mortgages. Additionally, the loan officer can help residents navigate the complex process of applying for a mortgage, including filling out paperwork and gathering necessary documentation. With the help of a mortgage loan officer, residents of Poughkeepsie can achieve their dream of owning a home in this beautiful and vibrant community.

Tax Services

Residents of Poughkeepsie, NY can benefit greatly from the services of a tax advisor. With the city's diverse population and economy, a tax advisor can help individuals navigate the complex tax laws and regulations that apply to their unique financial situations. For example, Poughkeepsie is home to many small businesses, and a tax advisor can assist these entrepreneurs in maximizing their tax deductions and minimizing their liabilities. Additionally, Poughkeepsie has a high number of retirees, and a tax advisor can help these individuals with tax planning strategies to ensure they are making the most of their retirement savings. Overall, a tax advisor can provide valuable guidance and support to residents of Poughkeepsie, NY in achieving their financial goals.

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