Estate Planning Attorneys in Lakeville, NY

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List of Firms

Top Lakeville, NY Estate Planning Law Firms

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David B Mahoney
Location 3990 Pennemite Rd, Livonia, NY 14487, USA
Phone (585) 346-7900
Directions
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Jones & Skivington
Location 5 Commercial St, Livonia, NY 14487, USA
Phone (585) 346-0313
Language https://www.jsklaw.com/
Directions
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Ettinger Law Firm
5 out of 5
Location 100 Merrick Rd #212W, Rockville Centre, NY 11570, USA
Phone (516) 502-0100
Language http://trustlaw.com/
Directions
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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
Language https://brooklyntrustandwill.com/estate-planning/
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Rogalskyj Peter
5 out of 5
Location 63 Big Tree St, Livonia, NY 14487, USA
Phone (585) 346-1004
Directions
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Brenna Boyce PLLC Attorney at Law
4 out of 5
Location 31 E Main St Suite 2000, Rochester, NY 14614, USA
Phone (585) 454-2000
Language https://www.brennalaw.com/?npcmp=dir:local:2485044:14614
Directions
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David B Law Office
Location 3990 Pennemite Rd, Livonia, NY 14487, USA
Phone (585) 346-7900
Directions
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Piede Law LLP
5 out of 5
Location 1100 Long Pond Rd #214, Rochester, NY 14626, USA
Phone (585) 270-8824
Language http://www.piedelaw.com/
Directions
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Thomas M. Splain, Attorney at Law P.C.
5 out of 5
Location 10 University Dr, Geneseo, NY 14454, USA
Phone (585) 243-9330
Language https://splainlaw.com/
Directions
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Law Office of Stephen J Silverberg, PC
5 out of 5
Location 185 Roslyn Rd, Roslyn Heights, NY 11577, USA
Phone (516) 307-1236
Language https://www.sjslawpc.com/
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The Law Offices of Peter K. Skivington, PLLC
3 out of 5
Location 31 Main St, Geneseo, NY 14454, USA
Phone (585) 243-0313
Language http://www.jsklaw.com/
Directions
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Jules Martin Haas
5 out of 5
Location 488 Madison Ave Suite 1120, New York, NY 10022, USA
Phone (212) 355-2575
Language http://www.juleshaasattorney.com/
Directions
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Dys James M
Location 5 Washington St, Livonia, NY 14487, USA
Phone (585) 346-0511
Directions
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David L. Henehan, Attorney at Law
4 out of 5
Location 5579 E Avon Lima Rd, Avon, NY 14414, USA
Phone (585) 226-3311
Language http://henehanlaw.com/
Directions
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The Law Firm of Peter J. Glanville, Esq.
5 out of 5
Location 10 Chapel St, Mt Morris, NY 14510, USA
Phone (585) 658-2662
Language http://thelawfirmofpeter.com/
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Estate Planning Lawyers in Lakeville, NY

Where Estate Planners in Lakeville, NY Serve

Lakeville, NY is a charming town nestled in Livingston County, New York, with a population of approximately 1,200 people. The town is home to several landmarks such as the Lakeville United Church of Christ, the Lakeville Fire Department, and the Lakeville Post Office. Top employers in Lakeville include the Livingston County Sheriff's Office, the Lakeville Volunteer Fire Department, and the Lakeville United Church of Christ. These employers provide excellent job opportunities to the residents of Lakeville. Major highways and streets in Lakeville include U.S. Route 20A, County Road 10, and County Road 20. These roads connect Lakeville to nearby towns and cities, making it easy for residents to commute to work or travel for leisure. Lakeville is comprised of several neighborhoods, each with its unique charm and character. These neighborhoods include Lakeville Village, Lakeville Estates, and Lakeville Heights. These neighborhoods provide residents with a sense of community and belonging.

Financial Services Related to Estate Planning in Lakeville, NY

Banks and Credit Unions

Residents of Lakeville, NY would be helped by a bank in several ways. Firstly, a bank would provide them with a secure place to keep their money. This is important because Lakeville is a small town with limited options for financial services. Secondly, a bank would offer loans to residents who need to finance their homes, cars, or education. This is particularly useful for young families who are looking to settle down in Lakeville. Additionally, a bank would provide financial advice to residents on how to manage their money effectively. This is important because many residents in Lakeville work in agriculture and may not have much experience with financial planning. Overall, a bank would be a valuable resource for residents of Lakeville, NY.

Insurance Broker

Residents of Lakeville, NY can benefit from an insurance broker in a variety of ways. For instance, an insurance broker can help residents find the most suitable insurance policies that meet their specific needs and budget. This is particularly important for residents of Lakeville, NY, who may face unique risks, such as flooding due to the town's proximity to Conesus Lake. An insurance broker can also help residents navigate the often-confusing insurance landscape, providing expert advice and guidance on coverage options, deductibles, and premiums. Additionally, an insurance broker can assist residents in filing claims and ensuring that they receive the full benefits of their policies. Overall, an insurance broker can be an invaluable resource for residents of Lakeville, NY, helping them protect their assets and achieve greater peace of mind.

Retirement Planning

Residents of Lakeville, NY can greatly benefit from the services of a retirement planner. A retirement planner can help residents of Lakeville, NY plan for their future by providing guidance on how to save for retirement, manage their investments, and develop a comprehensive plan for their financial future. One specific way that a retirement planner can help residents of Lakeville, NY is by providing guidance on how to navigate the unique challenges that come with living in a rural community. With a retirement planner's help, residents of Lakeville, NY can better understand the financial resources available to them and make informed decisions about their retirement.

Wealth Management

Residents of Lakeville, NY can benefit greatly from the services of a wealth manager. With its small-town charm and proximity to Rochester, Lakeville is a popular place to live for families and retirees alike. A wealth manager can help these residents navigate the complex world of financial planning, including retirement planning, investment management, and tax planning. Specifically, a wealth manager can help Lakeville residents take advantage of the unique tax benefits available to those who live in New York State, such as the New York State 529 College Savings Program. By working with a wealth manager, Lakeville residents can ensure that their financial goals are aligned with their values and that they have a plan in place to achieve those goals.

Financial Advisor

Residents of Lakeville, NY could benefit from the guidance of a financial advisor in many ways. One of the most common ways is through retirement planning. With a median age of 45, many Lakeville residents are likely thinking about their retirement and how to ensure financial security in their later years. A financial advisor can help them create a plan that takes into account their current savings, expected expenses, and retirement goals. Additionally, with a median household income of $74,000, many Lakeville residents may have questions about investing their money wisely. A financial advisor can help them navigate the complex world of investing and make informed decisions that align with their financial goals. By working with a financial advisor, residents of Lakeville can gain peace of mind knowing they have a plan in place to achieve their financial objectives.

Mortgage Loan Officer

Residents of Lakeville, NY would greatly benefit from the assistance of a mortgage loan officer. Lakeville is a small town located in Livingston County, with a population of just over 4,000 people. Many residents are looking to purchase their first homes or upgrade to a larger residence, and a mortgage loan officer can help guide them through the process. Additionally, Lakeville is a rural community with a strong agricultural presence, and a loan officer can help farmers secure loans for land or equipment purchases. With the guidance of a knowledgeable mortgage loan officer, residents of Lakeville can navigate the often complex world of home buying and financing with confidence.

Tax Services

Residents of Lakeville, NY could benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor could help would be by providing guidance on the specific tax laws and regulations that apply to Lakeville. For example, Lakeville is located in Livingston County, which has its own set of tax laws and requirements that differ from other counties in New York State. A tax advisor could help residents navigate these nuances and ensure they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the federal tax code, a tax advisor could help residents understand how these changes impact their individual tax situation and make any necessary adjustments. Overall, a tax advisor can provide valuable insight and expertise to help residents of Lakeville, NY optimize their tax strategy and minimize their tax burden.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Lakeville, NY can provide a range of services to ensure that your assets are protected and distributed according to your wishes. From creating wills and trusts to managing probate and estate administration, an estate planning lawyer can help you navigate the complex legal landscape of estate planning. One specific aspect of estate planning in Lakeville, NY is the importance of considering the impact of state and local taxes on your estate. With New York having some of the highest estate taxes in the country, it is crucial to work with an experienced attorney who can help you minimize your tax liabilities and maximize the value of your estate. Whether you are looking to create a comprehensive estate plan or need assistance with a specific legal issue, an estate planning lawyer in Lakeville, NY can provide the guidance and support you need to achieve your goals.

Lakeville, NY is a hidden gem when it comes to finding an estate planning lawyer. The town may seem small and unassuming, but it boasts a wealth of legal expertise that rivals those of larger cities. One of the unique advantages of Lakeville is its close-knit community. Lawyers in this town are not just legal experts, but they are also neighbors, friends, and colleagues. This means that they have a deep understanding of the local culture and customs, which can be invaluable when it comes to estate planning. Furthermore, Lakeville lawyers are known for their attention to detail and thoroughness. They leave no stone unturned when it comes to drafting wills, trusts, and other estate planning documents. Their bursty and complex approach to legal writing ensures that every possible scenario is considered and addressed. Overall, Lakeville, NY is the best place to find an estate planning lawyer who is not only knowledgeable but also caring and meticulous.