Estate Planning Attorneys in Warren County, NY

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List of Firms

Top Warren County, NY Estate Planning Law Firms

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FitzGerald Morris Baker Firth
4 out of 5
Location 68 Warren St, Glens Falls, NY 12801, USA
Phone (518) 745-1400
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Harris-Pero & Botelho, PLLC
5 out of 5
Location 538 Maple Ave Suite C, Saratoga Springs, NY 12866, USA
Phone (518) 860-5668
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Rose T Place PLLC
4 out of 5
Location 130 Dix Ave, Glens Falls, NY 12801, USA
Phone (518) 798-7981
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Bartlett, Pontiff, Stewart & Rhodes, P.C.
4 out of 5
Location 1 Washington St, Glens Falls, NY 12801, USA
Phone (518) 792-2117
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Law Offices of Newell & Klingebiel
4 out of 5
Location 32 Sherman Ave, Glens Falls, NY 12801, USA
Phone (518) 798-1758
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Caffry & Flower Attorneys at Law
5 out of 5
Location 100 Bay St, Glens Falls, NY 12801, USA
Phone (518) 792-1582
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Smith & Simon LLC
5 out of 5
Location 38 Art Tennyson Rd, Chestertown, NY 12817, USA
Phone (518) 494-3171
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Law Office of Elisabeth B. Mahoney
5 out of 5
Location 16 Maple Street, Glens Falls, NY 12801, USA
Phone (518) 415-1075
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Estate Planning Lawyers in Warren County, NY

Where Estate Planners in Warren County, NY Serve

Warren County, NY is a vibrant and diverse area that is home to many landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Adirondack Mountains to the sparkling waters of Lake George, this region is a true gem of the Northeast. Some of the most notable landmarks in Warren County include the historic Fort William Henry Museum, the majestic Gore Mountain Ski Resort, and the charming town of Bolton Landing. As for top employers, Warren County is home to a variety of businesses ranging from healthcare and education to manufacturing and retail. Major highways and streets in the area include I-87, Route 9, and Route 28, providing convenient access to nearby cities and towns. And with neighborhoods like Queensbury, Lake George, and Glens Falls, Warren County offers a diverse range of housing options for residents of all backgrounds and lifestyles. Whether you're looking for outdoor adventure, cultural attractions, or a thriving business community, Warren County has something for everyone.

Financial Services Related to Estate Planning in Warren County, NY

Banks and Credit Unions

Residents of Warren County, NY can benefit from a bank in a variety of ways. One of the most common ways is through access to financial resources such as loans and credit. For example, if someone in Warren County wanted to start a small business, they could turn to a bank for a business loan. Additionally, banks can provide assistance with managing personal finances, such as setting up savings accounts or creating a budget. In a county with a strong tourism industry like Warren County, banks can also offer services such as foreign currency exchange for visitors. Overall, a bank can be a valuable resource for residents of Warren County, NY seeking financial support and guidance.

Insurance Broker

Residents of Warren County, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance coverage for individuals and families. This is especially important in Warren County, which is known for its outdoor activities such as skiing, hiking, and boating. An insurance broker can help residents find coverage that protects them while participating in these activities. Additionally, Warren County is a popular tourist destination, and an insurance broker can help businesses in the hospitality industry find the right coverage to protect their assets and employees. Overall, an insurance broker can provide valuable expertise and guidance to ensure that residents of Warren County have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Warren County, NY can benefit from the services of a retirement planner in several ways. Firstly, a retirement planner can help them create a customized plan tailored to their unique financial situation and retirement goals. This is particularly important for residents of Warren County, NY, as the cost of living is higher than the national average, making it crucial to have a solid financial plan in place. Secondly, a retirement planner can assist residents in navigating the complex world of retirement savings and investment options, ensuring they make informed decisions that align with their goals. Finally, a retirement planner can provide ongoing support and guidance, helping residents adjust their plan as needed and stay on track to achieve their retirement dreams. Overall, working with a retirement planner can provide residents of Warren County, NY with peace of mind and the confidence that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Warren County, NY could benefit greatly from the services of a wealth manager. With its diverse economy, including tourism, manufacturing, and agriculture, the financial needs of individuals in Warren County can vary greatly. A wealth manager can help these residents navigate their financial goals, whether it's saving for retirement, investing in a business, or planning for their children's education. Additionally, with the county's proximity to the Adirondack Mountains and Lake George, many residents may have unique investment opportunities in the tourism industry or real estate. A wealth manager can provide valuable advice on these types of investments and help residents make informed decisions about their financial future.

Financial Advisor

Residents of Warren County, NY can greatly benefit from the expertise of a financial advisor. With the county being a popular tourist destination, many residents rely on seasonal employment and may need guidance on how to manage their finances during off-seasons. A financial advisor can assist in creating a budget and savings plan to help residents prepare for the slower months. Additionally, with the cost of living being higher than the national average, a financial advisor can provide advice on how to save for big expenses like a down payment on a home or college tuition. Overall, a financial advisor can help residents of Warren County, NY navigate their unique financial situations and set achievable goals for their future.

Mortgage Loan Officer

Residents of Warren County, NY can benefit from the services of a mortgage loan officer in several ways. Firstly, they can assist in finding the best mortgage rates and terms available in the market, helping residents save money in the long run. Additionally, they can provide guidance and support throughout the entire mortgage application process, making it less stressful and more manageable. Furthermore, a mortgage loan officer can help residents navigate the unique housing market in Warren County, NY, where the demand for vacation homes and rental properties is high due to its proximity to Lake George and other tourist attractions. With their expertise, a mortgage loan officer can help residents secure financing for their dream home or investment property in this highly sought-after location.

Tax Services

Residents of Warren County, NY could greatly benefit from the services of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations specific to the state of New York. For example, Warren County residents may need assistance with understanding the state's property tax cap, which limits the amount that local governments and school districts can increase property taxes each year. Additionally, a tax advisor can provide guidance on how to maximize deductions and credits, such as the STAR program for homeowners. With the help of a tax advisor, Warren County residents can ensure they are taking advantage of all available tax benefits and avoid costly mistakes on their tax returns.

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