Monthie Law Firm is a distinguished New York-based practice with over 30 years of experience, specializing in integrated legal and financial advisory services. As both attorneys and Certified Financial Planners (CFP®), they offer a unique dual-qualified approach to helping clients achieve their long-term personal, financial, and legacy goals.
The firm is known for developing sophisticated, personalized solutions for individuals, families, retirees, and privately held businesses. They prioritize building lasting relationships and take time to understand each client’s unique situation, offering guidance through every stage of life with an emphasis on trust and clarity.
Services Offered
- Legacy and Estate Planning
- Probate
- Tax Advisement
- Comprehensive Financial Planning
- Asset Protection Trusts
- Medicaid Planning and Application
- Corporate and Business Law
- Business and Corporate Formation
Serving clients throughout New York area, the firm focuses on minimizing legal fees through strategic planning and maintains a client-centered approach across all practice areas.
