Find a estate planner in New Rochelle, NY

Find estate planners in New Rochelle, NY

Find estate planners in New Rochelle, NY

Confirm your location to see the best estate planners near you.
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Find estate planners in New Rochelle, NY

Confirm your location to see the best estate planners near you.
Zip code

Top 10 estate planners in New Rochelle, NY

Clients agree: these New Rochelle estate planners are highly rated for knowledge, experience, communication, and more.
Leonard J. Tarantino, Attorney At Law.

Leonard J. Tarantino, Attorney At Law.

5.0Exceptional(6)
3 hires on Thervo
34+ years in business
Serves New Rochelle, NY & Online
Anonymous says, "Leonard is an incredible lawyer. He did an amazing job preparing a defense strategy for a DWI, and was tremendously supportive in a difficult time. He is highly knowledgeable and arms you with the best legal counsel you can ask for. He's the person you want handling your case!!" Read more
P Sinaly CPA PC

P Sinaly CPA PC

2 hires on Thervo
17+ years in business
Serves New Rochelle, NY & Online
My LinkedIn page is http://linkedin.com/in/paul-sinaly-2563768 My CPA website is http://yournycpa.net/ Questions on Bank Financing or about the New Tax law changes and managing yoiur business or professional life for successful tax planning, simply go to my website and setup an appointment. I can deliver results for you. I advise clients on techniques to triple or quadruple their personal net worth, become a trusted advisor to their business and personal life in a tax efficient manner....
Barry Block

Barry Block

36+ years in business
Serves New Rochelle, NY
The Jewelry Judge, Barry Block, is an independent professional jewelry appraiser holding the title of Master Gemologist Appraiser. This title is earned through education and testing and held by less than 50 in the world. Our appraisals are excepted in all courts, by the IRS, banks and insurance companies. “At the Jewelry Judge, we do not buy or sell jewelry. We appraise it!”
Joseph Lewis Nackson, Esq.

Joseph Lewis Nackson, Esq.

50+ years in business
Serves New Rochelle, NY & Online
We work with individuals and small businesses to maximize their results at sustainable cost. Experience matters and we use our experience to benefit our clients. We know law, but need the active cooperation and participation of our client to produce the optimal results. Litigation should be the last resort, but it is good to know that you have an attorney who can represent in Court whenever required, but can also help you avoid Court whenever possible. Being able to help people through some of the most stressful periods of their lives....
Heritage Financial Planning, Inc.

Heritage Financial Planning, Inc.

5.0(1)
1 hire on Thervo
45+ years in business
Serves New Rochelle, NY & Online
Margaret C. says, "Very professional " Read more
LegalShield

LegalShield

53+ years in business
Serves New Rochelle, NY & Online
Our mission for over 45 years. LegalShield gives you the ability to talk to an attorney on any personal legal matter without worrying about high hourly costs. That’s why, under the protection of LegalShield, you or your family can live your lives worry free. Even better, you don’t have to worry about figuring out which attorney to use—we’ll do that for you. www.thesmartsolutionsgroup.com
Stemplerlaw Llc

Stemplerlaw Llc

44+ years in business
Serves New Rochelle, NY & Online
We are a boutique firm specializing in real estate , business and tax law delivering personalized custom service at competitive prices always working to assure the confidence our clients have in retaining us.
BARROWS LEVY PLLC

BARROWS LEVY PLLC

5.0Exceptional(64)
4 hires on Thervo
5+ years in business
Serves New Rochelle, NY & Online
Douglas F. says, "Michael helped me tremendously in a matrimonial case. He offered sound advice and counsel. Not strictly on the clock; he provided me with sound advice that went way above the role of a lawyer. I now consider him my personal attorney for all legal matters. Would highly recommend." Read more
SCHRIER & COMPANY PLLC

SCHRIER & COMPANY PLLC

5.0(1)
1 hire on Thervo
23+ years in business
Serves New Rochelle, NY & Online
Michael S. says, "Howard and his team are very knowledgeable and professional. They helped me, my business and my family enormously. I am forever grateful and refer them to everyone. " Read more
Paula Collins

Paula Collins

5.0(1)
4 hires on Thervo
11+ years in business
Serves New Rochelle, NY & Online
Chris M. says, "I am still working with Paula. She has been wonderful. She explains everything that is going on and always returns my emails. This is a very emotional situation for me and Paula is so caring & really gets what I’m going through. Paula is very knowledgeable & professional. She is truly a God send. " Read more

Your Wills and Estate Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do estate planners charge?

Estate planners charge $300 to $1,500 for a simple estate plan or $5,000 to $20,000 for a more complex estate plan. Estate planning attorneys charge either a flat fee for an estate planning package or an hourly rate of $100 to $300+ per hour. Estate planners in small towns and newly licensed lawyers needing experience may cost less.

What is estate planning, and what do estate planners do?

Estate planning is the process of creating a plan that appoints who or where you want your assets and possessions to go to after your death. Estate planners—also called estate planning attorneys or estate probate attorneys—are licensed attorneys who specialize in estate and trust law that work with you to create an end-of-life plan based on your specific situation and needs.

Estate planning may involve:

  • Creating a will
  • Setting up a limited or durable power of attorney (POA)
  • Creating a long-term healthcare plan
  • Setting up a trust to protect your assets and designate beneficiaries
  • Additional tax planning

Do I need an estate planner?

While you can create estate planning documents yourself, hiring an estate planner is often the best option to ensure the documents are filled out correctly and prevent any issues with transferring your assets to your designated beneficiaries after your pass on. Estate planners know the details of the laws and, in addition to ensuring that your estate plan documentation is valid, they can answer questions and give you professional financial and tax advice throughout the estate planning process.

What do I need to bring to an estate planning appointment?

The documents you should bring to your estate planning appointment will vary depending on your specific situation. In general, you'll want to bring all the documents needed to give the most complete picture of your current total assets. This may include some or all the following items:

  • Bank statements
  • Brokerage account and investment statements
  • Retirement account statements
  • Business owner or partnership documentation
  • Credit card statements
  • Mortgage or other loan documentation
  • Insurance policies
  • Real estate, auto, and watercraft titles or deeds
  • Trademark, patent, copyright, or intellectual property documentation
  • Birth certificates
  • Adoption certificates
  • Marriage certificates
  • Divorce decrees
  • Beneficiary or guardianship designations
  • Pre-nuptial or post-nuptial agreements

How do I choose the best estate planner near me?

Estate planning often involves sharing a lot of personal information, so it's important to hire an experienced professional that you trust and are comfortable talking with. When researching estate planners near you, be sure to:

  • Interview and compare fees from 3 to 5 estate planning attorneys who are licensed, bonded, and insured.
  • Review their profile and look for excellent reviews on Thervo and Google.
  • Look for an attorney in your state who specializes in estate and trust law.
  • Look for members of the National Association of Estate Planners & Councils or the American Academy of Estate Planning Attorneys.
  • Ask them about their experience with trusts and estates like yours.
  • Ask for a detailed explanation of their fees and fee structure.
  • Hire an estate planner who can work within your budget.

What questions should I ask when hiring an estate planner?

Asking the right questions can help you choose the best estate planner near you:

  • How long have you been an estate planner?
  • What education and certifications do you have?
  • Do you offer free consultations?
  • How long do you expect this process to take?
  • What is your preferred method of communication?
  • Do I contact you directly or do you have an assistant?
  • Do you charge an hourly rate or a flat fee?
  • How much do you charge for estate planning?
  • What is included in the fee, and what additional costs might come up during the process?

Reviews for New Rochelle estate planners

Recent success stories from people in the New Rochelle area.
Christina B.
He was very informative and punctual. He gave us a clear picture of what information was needed for our day in court and everything went smoothly. I would highly recommend his services.
Leonard J. Tarantino, Attorney at Law.
Vadim Z.
I hired Mike when I was in disastrous situation. I had an OP against me, I could not get access to my daughter, petitions for the sole custody and child support was filed by my ex. After the first court appearance with Mike, OP was removed and I got temporary residential Custody. Right after, my ex created a criminal case against me. Mike helped me promptly to get all criminal charges dismissed and I got full temporary custody of the child. Custody battle last over 2 years and all this time Mike was a grate help for me. After Custody hearing that by itself last for a year I got permanent full Custody of the child despite that we got a new judge. Again, it would be impossible to achieve without Mike’s A year later, we won an appeal filed by my ex. It is not very common in our days that fathers get full custody especially when mothers do not overuse drugs or alcohol but I got it with grate Mike’s help. Mike often gave me advises that saved me time and money. For example, he ended up the hearing right in time despite that I thought more time is required to bring more witnesses to convince the judge. Mike available when I need him and answers to my messages / phone calls in time. His promptness saved me in number of situations in my high-conflict divorce. He was transparent to me, did not hide anything. Mike is a good strategist. For example, I accepted one of his advises that was not beneficial to me in a short term but played well at the end. Mike was transparent to me, did not hide anything. It does not mean that I put my fate in lawyer’s hands and stop thinking myself. I knew what I wanted and use Mike’s sharp mind, professional skills and experience of a trial lawyer in order to achieve the desirable outcome.
BARROWS LEVY PLLC
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New Rochelle estate planners by service