Estate Planning Attorneys in Ithaca, NY

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List of Firms

Top Ithaca, NY Estate Planning Law Firms

Allen & Maines
4 out of 5
Location 417 N Cayuga St, Ithaca, NY 14850, USA
Phone (607) 200-3707
Directions
Guttman & Reiter
4 out of 5
Location 411 N Tioga St, Ithaca, NY 14850, USA
Phone (607) 272-2102
Directions
Crossmore Law Office
4 out of 5
Location 115 W Green St, Ithaca, NY 14850, USA
Phone (607) 273-5787
Directions
Thaler & Thaler, P.C.
4 out of 5
Location 309 N Tioga St # 1, Ithaca, NY 14850, USA
Phone (607) 272-2314
Directions
The Lama Law Firm, LLP
5 out of 5
Location 2343 N Triphammer Rd, Ithaca, NY 14850, USA
Phone (607) 275-3425
Directions
Estate Planning Lawyers in Ithaca, NY

Where Estate Planners in Ithaca, NY Serve

Nestled in the heart of upstate New York lies the quaint town of Ithaca, a bustling hub of academia and culture. From the iconic gorges of Cornell University to the enchanting waterfalls of Buttermilk Falls State Park, Ithaca is home to a myriad of natural wonders and architectural marvels. The top employers in Ithaca include Cornell University, Ithaca College, and Cayuga Medical Center, providing ample opportunities for career growth and development. Major highways such as Route 13 and Route 79 serve as the main arteries of the town, connecting residents and visitors alike to neighboring cities and attractions. Ithaca is comprised of several distinct neighborhoods, each with its own unique charm and character. From the vibrant nightlife of Collegetown to the historic homes of Fall Creek, there is no shortage of places to explore and discover in this vibrant community.

Financial Services Related to Estate Planning in Ithaca, NY

Banks and Credit Unions

Residents of Ithaca, NY would be helped by a bank in a variety of ways. One of the most common ways is through providing access to financial services such as checking and savings accounts, loans, and credit cards. This is especially important in Ithaca, where many residents are college students or young professionals who may not have established credit or savings yet. Additionally, banks can help residents with financial planning and investment advice, which is particularly valuable in a city with a high cost of living. Finally, banks in Ithaca may offer specialized services like agricultural loans or support for small businesses, which can be critical for the local economy. Overall, a bank can be an essential resource for residents of Ithaca looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Ithaca, NY can benefit from the services of an insurance broker in a number of ways. For starters, an insurance broker can help them navigate the complex world of insurance policies and find the coverage that best suits their needs and budget. Ithaca residents may also benefit from the broker's knowledge of local insurance regulations and providers, which can help them make informed decisions about their coverage. Additionally, an insurance broker can provide personalized advice and support, helping residents understand their policies and make changes as needed. For example, an insurance broker may be able to help Ithaca residents find coverage for unique risks associated with living in a flood-prone area or for protecting their homes and businesses from winter storms. Overall, an insurance broker can be an invaluable resource for Ithaca residents looking to protect themselves and their assets.

Retirement Planning

Residents of Ithaca, NY can greatly benefit from the help of a retirement planner. With its high cost of living and diverse population, Ithaca presents unique challenges for those planning for retirement. A retirement planner can provide expert guidance on everything from calculating retirement savings needs to navigating the complexities of Social Security benefits. They can also assist with estate planning and tax strategies, ensuring that retirees can maximize their income and minimize their expenses. For Ithaca residents, a retirement planner can be an invaluable resource in planning for a secure and comfortable retirement.

Wealth Management

Residents of Ithaca, NY would greatly benefit from the expertise of a wealth manager. With the city's diverse population and numerous colleges and universities, a wealth manager can help individuals navigate complex financial situations and plan for their future. One specific way a wealth manager can assist Ithaca residents is by providing guidance on how to invest in the local community. Ithaca has a strong focus on sustainability and supporting local businesses, and a wealth manager can help clients identify opportunities to invest in environmentally conscious companies and local startups. Additionally, with Ithaca's high cost of living, a wealth manager can help clients develop a personalized financial plan to manage expenses and save for long-term goals such as retirement or education.

Financial Advisor

Residents of Ithaca, NY could benefit greatly from the guidance of a financial advisor. With the high cost of living in the area, many people struggle to make ends meet and plan for their financial future. A financial advisor can help residents create a budget, manage debt, and invest wisely. Additionally, Ithaca is home to many small business owners and entrepreneurs who may need assistance with financial planning for their businesses. A financial advisor can provide valuable advice on business finances, taxes, and employee benefits. Overall, a financial advisor can provide much-needed support and guidance for residents of Ithaca to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Ithaca, NY could benefit from the expertise of a mortgage loan officer in a number of ways. One specific challenge faced by many Ithaca residents is the high cost of living, particularly in terms of housing. With a mortgage loan officer's guidance, residents could explore different loan options and find the best rates and terms for their financial situation. Additionally, Ithaca is home to a large student population, many of whom may be first-time homebuyers. A mortgage loan officer could provide valuable education and support to these individuals as they navigate the complex process of purchasing a home. Overall, a mortgage loan officer can be a valuable resource for Ithaca residents looking to achieve their homeownership goals.

Tax Services

Residents of Ithaca, NY can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving assistance in navigating the complex tax laws and regulations that are specific to New York state. For example, Ithaca residents may need help understanding the state's property tax system, which can be particularly confusing due to the wide range of exemptions and credits available. A tax advisor can also help residents minimize their tax liability by identifying deductions and credits they may have overlooked, such as those related to energy-efficient home improvements or college tuition payments. Overall, a tax advisor can provide valuable guidance and support to help Ithaca residents make informed decisions about their finances and ensure they are taking advantage of all available tax benefits.

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