Estate Planning Attorneys in Staatsburg, NY

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List of Firms

Top Staatsburg, NY Estate Planning Law Firms

Law Office of Rachel Flanagan Frost
4 out of 5
Location 2 Summit Ct Suite 203, Fishkill, NY 12524, USA
Phone (845) 896-0835
Language https://www.rachelfrostlaw.com/
Directions
Michel P Haggerty Law Offices
5 out of 5
Location 37 W Market St, Rhinebeck, NY 12572, USA
Phone (845) 876-3300
Language http://www.haggertylawoffices.com/
Directions
Malone Adeline P
5 out of 5
Location 6369 Mill St, Rhinebeck, NY 12572, USA
Phone (845) 876-1946
Directions
Hollis Laidlaw & Simon P.C.
5 out of 5
Location 55 Smith Ave, Mt Kisco, NY 10549, USA
Phone (914) 666-5600
Language https://hollislaidlaw.com/
Directions
Berwitz & DiTata LLP
5 out of 5
Location 310 Old Country Rd #101, Garden City, NY 11530, USA
Phone (516) 747-3200
Language http://www.berwitz-ditata.com/
Directions
Rusk Wadlin Heppner & Martuscello, LLP
4 out of 5
Location 1390 Rte 9W, Marlboro, NY 12542, USA
Phone (845) 236-4411
Language https://www.rwhm.com/?utm_source=GMB&utm_medium=organic&utm_campaign=marlboro
Directions
Esslie & Frenia, P.C.
5 out of 5
Location 550 Main St, Cairo, NY 12413, USA
Phone (518) 622-9910
Language http://www.esslieandfrenia.com/
Directions
Martin Law, PC
5 out of 5
Location 2644 E Main St, Wappingers Falls, NY 12590, USA
Phone (845) 764-8104
Language https://www.martinlawny.com/
Directions
Vishnick McGovern Milizio LLP
5 out of 5
Location 3000 Marcus Ave #1E9, New Hyde Park, NY 11042, USA
Phone (516) 437-4385
Language http://www.vmmlegal.com/
Directions
Ettinger Law Firm
5 out of 5
Location 125 Wolf Rd #225, Albany, NY 12205, USA
Phone (518) 459-2700
Language https://www.trustlaw.com/albany-ny.html
Directions
Danna & Associates: Estate Planning & Elder Law attorney Staten Island NY
5 out of 5
Location 406 Forest Ave, Staten Island, NY 10301, USA
Phone (718) 273-0300
Language https://dannalaw.com/
Directions
Carolyn E. Hansen, Esq., Attorney at Law & Mediator
4 out of 5
Location 3605 Atwood Rd Unit 1, Stone Ridge, NY 12484, USA
Phone (845) 687-8440
Language http://www.hansenlawmediation.com/
Directions
Ettinger Law Firm Elder Law Estate Planning
4 out of 5
Location 6369 Mill St #211, Rhinebeck, NY 12572, USA
Phone (845) 876-6266
Language https://www.trustlaw.com/rhinebeck-ny.html
Directions
The Law Firm Sharon C. Fletcher PLLC
5 out of 5
Location 479 Washington Ave, Kingston, NY 12401, USA
Phone (845) 810-0421
Directions
MARC W. MILLER & ASSOCIATES, P.C.
5 out of 5
Location 50 Broadway, Kingston, NY 12401, USA
Phone (845) 331-7330
Language https://miller-associates-pc.business.site/?utm_source=gmb&utm_medium=referral
Directions
Estate Planning Lawyers in Staatsburg, NY

Where Estate Planners in Staatsburg, NY Serve

Staatsburg, NY is a charming hamlet located in the Hudson Valley region of New York State. The area boasts a rich history, with numerous landmarks that showcase its past. The most notable of these is the Staatsburgh State Historic Site, which was once the lavish estate of the influential Mills family. Other landmarks include the Old Post Office, the Staatsburg Library, and the Staatsburg Cemetery. The hamlet is home to several top employers, including the Dutchess County Government, the Roosevelt-Vanderbilt National Historic Sites, and the Staatsburgh State Historic Site. These organizations provide a range of employment opportunities, from administrative roles to maintenance and hospitality positions. Staatsburg is conveniently located near several major highways, including the Taconic State Parkway, Route 9, and Route 9G. These highways provide easy access to nearby towns and cities, as well as popular tourist destinations such as the Catskill Mountains and the Hudson River.

Financial Services Related to Estate Planning in Staatsburg, NY

Banks and Credit Unions

Residents of Staatsburg, NY would benefit greatly from having a bank in their community. One of the most common ways that a bank could help is by providing access to financial services such as checking and savings accounts, loans, and credit cards. With a bank nearby, residents would have a convenient place to deposit their paychecks, withdraw cash, and manage their finances. Additionally, a bank could offer financial education resources to help residents make informed decisions about their money. For example, with the high number of historic homes in Staatsburg, a bank could provide information on how to finance home renovations or repairs. Having a local bank would not only provide financial assistance, but also contribute to the economic growth and stability of the community.

Insurance Broker

Residents of Staatsburg, NY could greatly benefit from the services of an insurance broker. With its location in the Hudson Valley, Staatsburg is prone to natural disasters such as floods and hurricanes. An insurance broker can help residents find the best coverage for their homes and properties, ensuring they are protected in the event of a disaster. Additionally, many residents of Staatsburg are small business owners who may need guidance in selecting the right insurance policies to protect their companies. An insurance broker can provide personalized recommendations and help business owners navigate the complex world of insurance. Overall, an insurance broker can provide peace of mind and protection for the residents of Staatsburg, NY.

Retirement Planning

Residents of Staatsburg, NY can benefit from the services of a retirement planner in several ways. One of the most common ways is by helping them create a retirement plan that is tailored to their specific needs and goals. Retirement planners can help residents of Staatsburg navigate the complexities of retirement planning and make informed decisions about their finances. They can also provide guidance on investment strategies and help residents choose the right mix of investments to achieve their retirement goals. Additionally, retirement planners can help residents of Staatsburg prepare for unexpected expenses and emergencies, such as healthcare costs or home repairs. With its proximity to the Hudson River and the Catskill Mountains, Staatsburg offers a unique blend of natural beauty and small-town charm. A retirement planner can help residents of this picturesque community enjoy their retirement years with financial security and peace of mind.

Wealth Management

Residents of Staatsburg, NY can greatly benefit from the services of a wealth manager. With its population of just over 1,000 people, Staatsburg is a small community that may not have access to the same resources as larger cities. A wealth manager can provide personalized financial advice and guidance to help residents make informed decisions about their money. They can also help residents plan for retirement, save for college, and invest wisely. For example, a wealth manager may recommend investing in local businesses or real estate properties in the Hudson Valley region, which could provide residents with a unique opportunity to support their community while also growing their wealth. Overall, a wealth manager can help residents of Staatsburg achieve their financial goals and improve their quality of life.

Financial Advisor

Residents of Staatsburg, NY could benefit greatly from the services of a financial advisor. One of the most common ways they could be helped is by creating a personalized financial plan that takes into account their unique circumstances. Staatsburg is a small town with a population of just over 1,000 people, and many of its residents are retirees or working-class families. A financial advisor could help these individuals plan for retirement, save for their children's education, and manage their debt. Additionally, the advisor could provide guidance on how to invest their money wisely, taking into account the local economy and opportunities in the surrounding area. With the help of a financial advisor, residents of Staatsburg could gain greater financial security and peace of mind for themselves and their families.

Mortgage Loan Officer

Residents of Staatsburg, NY could greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home or refinancing an existing mortgage. They can also provide guidance on the different types of mortgage loans available and help residents determine which option is best suited for their specific needs. Additionally, mortgage loan officers can provide valuable insight into the local real estate market and offer advice on how to navigate the home buying process in Staatsburg, NY. With their expertise and support, residents can feel confident in their decision to purchase a home in this charming Hudson Valley community.

Tax Services

Residents of Staatsburg, NY could greatly benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could provide guidance on how to maximize deductions for property taxes, which can be particularly high in Staatsburg due to its location in the Hudson Valley. Additionally, a tax advisor could help residents navigate the complex tax laws surrounding small businesses, which are an important part of the local economy in Staatsburg. With their knowledge and experience, a tax advisor could provide invaluable support to residents as they work to minimize their tax burden and make the most of their financial resources.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Staatsburg, NY can provide a range of services to help individuals and families protect their assets and plan for the future. From drafting wills and trusts to creating powers of attorney and healthcare directives, these lawyers can help clients navigate the complex legal landscape of estate planning. In Staatsburg, NY, where the local real estate market is booming, estate planning lawyers can also provide guidance on how to minimize taxes and protect property values. With their expertise in estate law and their deep understanding of the local community, these lawyers can help clients create comprehensive estate plans that meet their unique needs and goals. Whether you are a young family just starting out or a retiree looking to secure your legacy, an estate planning lawyer in Staatsburg, NY can provide the guidance and support you need to achieve your objectives.

Staatsburg, NY is the ideal location to find an estate planning lawyer due to its rich history and diverse community. With its charming small-town atmosphere and proximity to major cities, Staatsburg offers a unique blend of traditional values and modern innovation. The town's picturesque landscapes and historic landmarks provide the perfect backdrop for legal professionals who specialize in estate planning. Furthermore, Staatsburg's close-knit community fosters a sense of trust and reliability that is essential when dealing with sensitive legal matters. Whether you are looking to draft a will or establish a trust, Staatsburg's experienced estate planning lawyers are well-equipped to provide you with the guidance and support you need. With its rich cultural heritage and welcoming atmosphere, Staatsburg, NY is the perfect place to find an estate planning lawyer who will help you navigate the complexities of estate planning with ease.