Estate Planning Attorneys in Wappingers Falls, NY

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List of Firms

Top Wappingers Falls, NY Estate Planning Law Firms

Law Office of Andres D. Gil, PLLC
5 out of 5
Location 973 NY-22 #3, Brewster, NY 10509, USA
Phone (845) 940-1110
Directions
Hermann Law Group, PLLC
4 out of 5
Location 1207 US-9 #1h, Wappingers Falls, NY 12590, USA
Phone (845) 595-0088
Directions
The Krakower Law Firm, PLLC
Location 21 Abes Wy, Poughkeepsie, NY 12601, USA
Phone (845) 462-4336
Directions
Dunn Bruce
Location 1289 US-9, Wappingers Falls, NY 12590, USA
Phone (845) 632-6094
Directions
Law Firm of David Rubel
5 out of 5
Location 621 NY-52, Beacon, NY 12508, USA
Phone (845) 440-8696
Directions
Rusk Wadlin Heppner & Martuscello, LLP
4 out of 5
Location 1390 Rte 9W, Marlboro, NY 12542, USA
Phone (845) 236-4411
Directions
Sishodia PLLC | Real Estate Attorney and Estate Planning Lawyer
5 out of 5
Location 7030 US-9, Rhinebeck, NY 12572, USA
Phone (845) 315-5260
Directions
Sayegh & Sayegh PC
Location 2537 NY-52 Suite 1, Hopewell Junction, NY 12533, USA
Phone (845) 592-4448
Directions
Campanaro & Tomkovitch
4 out of 5
Location 867 NY-376, Wappingers Falls, NY 12590, USA
Phone (845) 221-4099
Directions
The Law Offices of Paul R. Haynes
4 out of 5
Location 2789 W Main St, Wappingers Falls, NY 12590, USA
Phone (845) 297-5700
Directions
Niki Pagones
5 out of 5
Location 2610 South Ave, Wappingers Falls, NY 12590, USA
Phone (845) 298-9360
Directions
Vergilis Stenger Roberts
Location 1136N US-9, Wappingers Falls, NY 12590, USA
Phone (845) 452-1046
Directions
Fowler, Doyle, Spiess & Florsch, PLLC
5 out of 5
Location 317 Brick Church Rd, Troy, NY 12180, USA
Phone (518) 663-4167
Directions
The Estate Planning & Elder Law Group
5 out of 5
Location 71-27 Myrtle Ave, Glendale, NY 11385, USA
Phone (718) 514-2066
Directions
The Law Offices of Thomas J. Minotti, P.C.
4 out of 5
Location 1131 State Rte 55 #6, Lagrangeville, NY 12540, USA
Phone (845) 570-9300
Directions
Levine & Levine, PLLC
4 out of 5
Location 2 Jefferson St #100, Poughkeepsie, NY 12601, USA
Phone (845) 452-2350
Directions
Law Office of Inna Fershteyn and Associates, P.C.
5 out of 5
Location 1517 Voorhies Ave 4th Floor, Brooklyn, NY 11235, USA
Phone (718) 333-2394
Directions
Meier Law Firm, PLLC
5 out of 5
Location 10 Utica Ave, Latham, NY 12110, USA
Phone (518) 313-7809
Directions
Estate Planning Lawyers in Wappingers Falls, NY

Where Estate Planners in Wappingers Falls, NY Serve

Nestled in the heart of Dutchess County, lies the quaint village of Wappingers Falls, NY. This picturesque town boasts a rich history and a vibrant community. From the iconic Wappingers Creek to the majestic Mesier Homestead, Wappingers Falls is home to several landmarks that are steeped in tradition and cultural significance. As for the top employers, Wappingers Falls is home to several large corporations, including IBM, GlobalFoundries, and Health Quest. These companies provide ample job opportunities for the residents of this charming village. When it comes to major highways and streets, Wappingers Falls is conveniently located near several major thoroughfares, including the Taconic State Parkway, Route 9, and Interstate 84. These highways make it easy for residents to travel to neighboring towns and cities, such as Poughkeepsie and Newburgh. Lastly, Wappingers Falls is comprised of several unique neighborhoods, each with its own distinct character and charm.

Financial Services Related to Estate Planning in Wappingers Falls, NY

Banks and Credit Unions

Residents of Wappingers Falls, NY would be helped by a bank in a variety of ways. One of the most common ways is through access to financial products and services that can help them achieve their financial goals. For example, a bank can provide residents with a range of savings and checking accounts, loans, and credit cards that can help them manage their money more effectively. Additionally, a bank can offer financial education and resources to help residents better understand how to save, invest, and plan for their future. In a town like Wappingers Falls, where many residents work in industries like healthcare and education, having access to these kinds of financial tools and resources can be particularly important in helping them achieve financial stability and security.

Insurance Broker

Residents of Wappingers Falls, NY could greatly benefit from the services of an insurance broker. With a population of just over 5,000 people, Wappingers Falls is a small town that is home to many families and small businesses. An insurance broker could help these residents navigate the often-confusing world of insurance, ensuring that they have the right coverage for their unique needs. For example, many residents in Wappingers Falls may own homes that are located in flood-prone areas. An insurance broker could help these homeowners find a policy that provides adequate coverage for flood damage, giving them peace of mind during stormy weather. Additionally, small business owners in Wappingers Falls could benefit from an insurance broker's expertise in finding the right coverage for their specific industry, protecting their business from unexpected events that could cause financial hardship.

Retirement Planning

Residents of Wappingers Falls, NY would greatly benefit from the services of a retirement planner. With a population of over 5,000 people, many in the community are likely approaching retirement age or have already retired. A retirement planner can provide guidance on how to save for retirement, create a budget, and invest wisely. Additionally, the planner can help residents navigate the complex world of Social Security and Medicare. Given the high cost of living in the Hudson Valley region, it is essential for Wappingers Falls residents to have a solid retirement plan in place. A retirement planner can help ensure that they are financially secure and able to enjoy their golden years.

Wealth Management

Residents of Wappingers Falls, NY could benefit from the expertise of a wealth manager in a number of ways. For example, the town has a relatively high median household income, but also a high cost of living. A wealth manager could help residents navigate these financial challenges by creating a personalized budget and savings plan, as well as providing guidance on investments and retirement planning. Additionally, Wappingers Falls is located in Dutchess County, which has a vibrant arts and culture scene. A wealth manager could help residents support local artists and organizations through charitable giving and other philanthropic efforts. Overall, a wealth manager can provide invaluable financial guidance and support to residents of Wappingers Falls, helping them achieve their financial goals and contribute to the community in meaningful ways.

Financial Advisor

Residents of Wappingers Falls, NY can benefit greatly from the guidance of a financial advisor. With a median household income of $75,000, many families in Wappingers Falls are looking to make the most of their hard-earned money. A financial advisor can help residents create a budget, plan for retirement, invest in the stock market, and save for their children's education. Additionally, Wappingers Falls is home to a diverse population, including many small business owners. A financial advisor can assist these entrepreneurs with creating a business plan, managing cash flow, and navigating tax laws. Overall, a financial advisor can help the residents of Wappingers Falls achieve their financial goals and secure a stable financial future.

Mortgage Loan Officer

Residents of Wappingers Falls, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home in this beautiful Hudson Valley town. With its charming Main Street, historic buildings, and proximity to the Hudson River, Wappingers Falls is a highly desirable place to live. However, the cost of living can be high, and many residents may struggle to come up with the funds needed to buy a home. A mortgage loan officer can help residents navigate the complex world of home financing, offering advice and assistance every step of the way. Whether it's finding the right lender, securing the best interest rates, or understanding the terms of a mortgage, a mortgage loan officer can be an invaluable resource for residents of Wappingers Falls.

Tax Services

Residents of Wappingers Falls, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important in Wappingers Falls, where the cost of living is relatively high compared to other areas in the state. A tax advisor can also assist residents in navigating complex tax laws and regulations, ensuring that they are in compliance with all applicable requirements. Additionally, a tax advisor can provide valuable advice on how to plan for future tax obligations, such as saving for retirement or investing in tax-advantaged accounts. Overall, the expertise of a tax advisor can help residents of Wappingers Falls save money and avoid costly mistakes when it comes to their taxes.

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