Estate Planning Attorneys in Rochester, NY

We did the hard work of finding trustworthy partners in Rochester, NY. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Rochester, NY Estate Planning Law Firms

generic_business-71
Forsyth & Forsyth
5 out of 5
Location 16 W Main St #110, Rochester, NY 14614, USA
Phone (585) 262-3400
Directions
generic_business-71
Derrick Spatorico
5 out of 5
Location 45 Exchange Blvd # 300, Rochester, NY 14614, USA
Phone (585) 546-5600
Directions
generic_business-71
Law Offices of Pullano & Farrow PLLC
5 out of 5
Location 69 Cascade Dr, Rochester, NY 14614, USA
Phone (585) 730-4773
Directions
generic_business-71
Pelkey & Pelkey, P.C.
5 out of 5
Location 1134 Titus Ave, Rochester, NY 14617, USA
Phone (585) 544-3440
Directions
generic_business-71
Burgess & Miraglia, Attorneys at Law
3 out of 5
Location 333 Andrews St, Rochester, NY 14604, USA
Phone (585) 594-1212
Directions
generic_business-71
Steve Butcher Sr.
4 out of 5
Location 36 W Main St Suite #110, Rochester, NY 14614, USA
Phone (585) 263-2444
Directions
generic_business-71
Louis C. Noto
4 out of 5
Location 16 E Main St #200, Rochester, NY 14614, USA
Phone (585) 232-1815
Directions
generic_business-71
Kroll Law Firm, LLP
5 out of 5
Location 2425 Clover St Suite B, Rochester, NY 14618, USA
Phone (585) 271-4470
Directions
generic_business-71
Trevett Cristo
4 out of 5
Location 2 State St #1000, Rochester, NY 14614, USA
Phone (585) 454-2181
Directions
generic_business-71
Woods Oviatt Gilman Llp
4 out of 5
Location 1900 Bausch and Lomb Pl 19th Floor, Rochester, NY 14604, USA
Phone (585) 987-2800
Directions
generic_business-71
Gallo & Iacovangelo, LLP
4 out of 5
Location 180 Canal View Blvd #100, Rochester, NY 14623, USA
Phone (585) 454-7145
Directions
generic_business-71
Trotto Law Firm, P.C.
5 out of 5
Location 140 Allens Creek Rd #3, Rochester, NY 14618, USA
Phone (585) 453-0040
Directions
generic_business-71
The Torres Law Office, P.C.
5 out of 5
Location 132 Allens Creek Rd, Rochester, NY 14618, USA
Phone (585) 730-8207
Directions
generic_business-71
Law Office of Nancy E. Brayley
Location 460 Winton Rd N, Rochester, NY 14610, USA
Phone (585) 288-3200
Directions
generic_business-71
Dutcher and Zatkowsky
5 out of 5
Location 1399 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 256-0090
Directions
generic_business-71
Tim Sardone, Esq.
5 out of 5
Location Pheterson Spatorico LLP, Times Square Building, 45 Exchange Blvd Suite 300, Rochester, NY 14614, USA
Phone (585) 546-5600
Directions
generic_business-71
John D’Aurizio
5 out of 5
Location 1780 East Ridge Road, Rochester, NY 14622, USA
Phone (585) 342-9555
Directions
generic_business-71
Underberg & Kessler LLP
5 out of 5
Location 300 Bausch and Lomb Pl, Rochester, NY 14604, USA
Phone (585) 258-2800
Directions
Estate Planning Lawyers in Rochester, NY

Where Estate Planners in Rochester, NY Serve

Located in western New York, Rochester is a bustling city that boasts a rich history and vibrant culture. From the iconic Kodak Tower to the breathtaking Highland Park, there are countless landmarks that make this city a must-see destination. Some of the top employers in Rochester include the University of Rochester, Rochester Regional Health, and Wegmans, which all contribute to the city's thriving economy. Major highways like I-490 and I-390 make it easy to navigate the city, while streets like Park Avenue and Monroe Avenue offer a variety of shopping and dining options. With neighborhoods like the trendy South Wedge and the historic Corn Hill, Rochester has something for everyone.

Financial Services Related to Estate Planning in Rochester, NY

Banks and Credit Unions

Residents of Rochester, NY can benefit greatly from the services offered by a bank. One of the most common ways a bank can help is by providing access to financial resources that can help residents achieve their goals. For example, Rochester is home to many small businesses, and a bank can provide them with loans and other financial products to help them grow and succeed. Additionally, banks can offer checking and savings accounts to help residents manage their money and save for the future. Another way banks can help is by providing financial education and resources to help residents make informed decisions about their finances. With the right support from a bank, residents of Rochester can achieve financial stability and success.

Insurance Broker

Residents of Rochester, NY would greatly benefit from the services of an insurance broker. With the unpredictable weather in the area, it is important to have the right coverage for potential damages caused by heavy snowfall or windstorms. Additionally, Rochester has a thriving arts and culture scene, making it a popular destination for tourists. An insurance broker can help residents protect their homes and belongings from any potential damage caused by visitors. Furthermore, with the high cost of healthcare in the United States, an insurance broker can assist Rochester residents in finding affordable health insurance options that meet their specific needs. Overall, an insurance broker can provide valuable guidance and support to Rochester residents in navigating the complex world of insurance.

Retirement Planning

Residents of Rochester, NY can benefit greatly from the services of a retirement planner. With the city's aging population, it is important for individuals to have a clear and comprehensive plan for their retirement years. A retirement planner can help residents navigate the various retirement options available, such as Social Security benefits, pension plans, and 401(k) accounts. Additionally, a retirement planner can provide guidance on how to maximize retirement income, manage expenses, and plan for healthcare costs. With the high cost of living in Rochester, NY, it is vital for residents to have a solid financial plan in place to ensure a comfortable retirement. A retirement planner can help individuals achieve their retirement goals and provide peace of mind for their future.

Wealth Management

Residents of Rochester, NY can benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. With a large population of baby boomers in the area, many residents are looking for ways to ensure that they have enough money saved for retirement. A wealth manager can help them create a retirement plan that takes into account their current financial situation, their goals for the future, and any potential risks or challenges they may face. Additionally, Rochester is home to a number of small businesses and entrepreneurs. A wealth manager can help these individuals manage their finances, create a budget, and make smart investments that will help their businesses grow and thrive. Overall, a wealth manager can provide valuable guidance and support to residents of Rochester, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Rochester, NY can benefit greatly from the guidance of a financial advisor. With a diverse economy that includes healthcare, education, and manufacturing industries, Rochester residents may have unique financial needs and challenges. A financial advisor can help individuals and families create a personalized financial plan that takes into account their specific goals, such as saving for retirement, paying for college, or buying a home. Additionally, a financial advisor can provide guidance on investing, managing debt, and building a strong credit score. With the help of a financial advisor, Rochester residents can feel more confident in their financial future and make informed decisions to achieve their goals.

Mortgage Loan Officer

Residents of Rochester, NY can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or experienced homeowners. They can also provide guidance on the best mortgage options available in Rochester, NY, taking into account the unique characteristics of the local real estate market. For example, the loan officer may be able to recommend specific loan programs that are particularly well-suited for the area's older homes or for buyers with lower credit scores. Additionally, a mortgage loan officer can help residents navigate the complex and often confusing mortgage application process, ensuring that they understand all of the terms and conditions of their loan and are able to make informed decisions about their financing options. Overall, the expertise and guidance of a mortgage loan officer can be invaluable to Rochester, NY residents looking to purchase or refinance a home.

Tax Services

Residents of Rochester, NY would greatly benefit from the expertise of a tax advisor in a variety of ways. For example, with the city's relatively high property taxes, a tax advisor could assist homeowners in identifying potential deductions and credits that could lower their tax burden. Additionally, with the presence of several major universities and medical centers in the area, a tax advisor could help those in the education and healthcare fields navigate the complexities of tax laws related to their professions. Overall, a tax advisor can provide valuable guidance and support to Rochester residents seeking to minimize their tax liabilities and maximize their financial well-being.

Rochester, NY Financial Resources

Rochester, NY Chamber of Commerce

https://www.greaterrochesterchamber.com/

Rochester, NY City Hall

https://www.cityofrochester.gov/

Rochester, NY Public Library

https://roccitylibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs