Estate Planning Attorneys in Scarsdale, NY

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List of Firms

Top Scarsdale, NY Estate Planning Law Firms

Davis & Byrnes
5 out of 5
Location 600 Mamaroneck Ave 4th floor, Harrison, NY 10528, USA
Phone (914) 293-6352
Directions
Parker Law Firm
5 out of 5
Location 222 Bloomingdale Rd #301, White Plains, NY 10605, USA
Phone (914) 862-0580
Directions
A. Cohen Law Firm, P.C.
5 out of 5
Location 2 Overhill Rd Suite 400, Scarsdale, NY 10583, USA
Phone (914) 358-3270
Directions
Anthony J. Enea
4 out of 5
Location 245 Main St, White Plains, NY 10601, USA
Phone (800) 724-1327
Directions
Hollatz Law Group PLLC
5 out of 5
Location 670 White Plains Rd #101, Scarsdale, NY 10583, USA
Phone (914) 979-1991
Directions
Estate Planning Lawyers in Scarsdale, NY

Where Estate Planners in Scarsdale, NY Serve

Scarsdale, NY is a charming village located in Westchester County, known for its picturesque streets and stunning architecture. The village is home to several notable landmarks, including the Scarsdale Train Station, which was built in 1902 and is now a registered historic landmark. Other notable landmarks include the Scarsdale Women's Club and the Scarsdale Library, both of which are popular gathering places for locals. Top employers in Scarsdale include the Scarsdale School District, which employs over 500 teachers and staff members, and the Scarsdale Medical Group, which is one of the largest medical practices in the area. The village is also home to several small businesses and boutique shops, which add to the town's charming character. Major highways and streets in Scarsdale include the Bronx River Parkway, which runs through the village and provides easy access to New York City, as well as several local roads such as Post Road and Weaver Street.

Financial Services Related to Estate Planning in Scarsdale, NY

Banks and Credit Unions

Residents of Scarsdale, NY would greatly benefit from a bank in several ways. Firstly, as a predominantly affluent community, residents may require personalized wealth management services to help them manage their finances effectively. Additionally, with a high cost of living in Scarsdale, residents may need access to low-interest loans or mortgages to purchase homes or make other significant investments. Furthermore, with Scarsdale being a commuter town, banks can provide convenient online banking services and ATM locations for residents on-the-go. Overall, a bank in Scarsdale would offer essential financial services and support to help residents navigate their financial needs in a way that is tailored to their unique circumstances.

Insurance Broker

Residents of Scarsdale, NY can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them find the right insurance policies to suit their needs. Scarsdale is a wealthy community, with many residents owning high-value homes and expensive cars. An insurance broker can help these residents find the right policies to protect their assets in case of damage or theft. Additionally, an insurance broker can help residents navigate the complex world of health insurance, finding them policies that offer the best coverage for their specific needs. With an insurance broker's help, Scarsdale residents can rest assured that they have the right insurance coverage to protect their assets and their health.

Retirement Planning

Residents of Scarsdale, NY can benefit greatly from the services of a retirement planner. With its high cost of living and affluent population, Scarsdale presents unique financial challenges for retirees. A retirement planner can help residents navigate these challenges by providing personalized advice on investment strategies, tax planning, and estate planning. They can also help residents determine their retirement goals and create a plan to achieve them. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits and navigate Medicare. Overall, a retirement planner can help Scarsdale residents achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Scarsdale, NY could benefit from the services of a wealth manager in a variety of ways. With a median household income of over $250,000, Scarsdale is one of the wealthiest communities in the United States. As a result, many residents may have complex financial situations that require the expertise of a professional. A wealth manager can help Scarsdale residents manage their investments, plan for retirement, and create a comprehensive financial plan. Additionally, they can provide guidance on tax planning and estate planning, which can be especially important for high-net-worth individuals. With so many financial options available, a wealth manager can help Scarsdale residents navigate the complex world of investing and ensure that their financial future is secure.

Financial Advisor

Residents of Scarsdale, NY can benefit greatly from the guidance of a financial advisor. Scarsdale is known for its affluent population and high cost of living, which can make financial planning and investment management particularly complex. A financial advisor can help residents navigate the unique financial challenges of Scarsdale, such as high property taxes and the need for estate planning. They can also provide personalized advice on retirement planning, investment strategies, and tax planning to help residents achieve their financial goals. With a trusted financial advisor by their side, Scarsdale residents can feel confident in their financial decisions and secure their financial future.

Mortgage Loan Officer

Residents of Scarsdale, NY would greatly benefit from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in securing a mortgage for a new home. Scarsdale is known for its high cost of living and expensive real estate market, so having a knowledgeable loan officer to guide residents through the mortgage process is crucial. Additionally, a loan officer can help residents refinance their existing mortgages to obtain a lower interest rate or to access their home's equity for improvements or other expenses. With the help of a mortgage loan officer, residents of Scarsdale can navigate the complex world of mortgages and make informed decisions about their financial future.

Tax Services

Residents of Scarsdale, NY can benefit from the expertise of a tax advisor in a variety of ways. For example, Scarsdale is known for its high property values and property taxes, which can be a complex and confusing issue for homeowners. A tax advisor can help residents navigate the intricacies of property taxes, including deductions and exemptions. Additionally, Scarsdale residents may have unique investment portfolios or sources of income, such as stock options or bonuses from Wall Street jobs. A tax advisor can provide guidance on how to minimize tax liabilities and optimize returns on investments. Overall, a tax advisor can provide valuable insights and strategies for Scarsdale residents to manage their finances and maximize their wealth.

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