Estate Planning Attorneys in New Hartford, NY

We did the hard work of finding trustworthy partners in New Hartford, NY. Fill out the form to get connected.
Scroll to List of Firms

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 New Hartford, NY Estate Planning Law Firms

The Golden Law Firm
SEC File# 801-120948
CRD# 288180
Location 23 Oxford Rd, New Hartford, NY 13413, USA
Directions
Joyce & Holbrook Law Firm
1 out of 5
Location 107 Genesee St, New Hartford, NY 13413, USA
Phone (315) 738-0879
Directions
Steates Remmell Steates
Location 408 Lomond Pl, Utica, NY 13502, USA
Phone (315) 724-6175
Language http://www.srsdlaw.com/
Directions
The Miga Law Firm
5 out of 5
Location 2106 Genesee St, Utica, NY 13502, USA
Phone (315) 724-4545
Language http://www.migalawfirm.com/
Directions
Giruzzi Law Offices
4 out of 5
Location 122 Business Park Dr Suite #6, Utica, NY 13502, USA
Phone (315) 733-0471
Language http://giruzzilaw.com/
Directions
Gordon Dean L
4 out of 5
Location 91 Genesee St, New Hartford, NY 13413, USA
Phone (315) 724-2194
Directions
Barile Monica
Location 23 Oxford Rd, New Hartford, NY 13413, USA
Phone (315) 738-4551
Directions
Estate Planning Lawyers in New Hartford, NY

Where Estate Planners in New Hartford, NY Serve

New Hartford, NY is a vibrant and bustling town located in Oneida County. This town is filled with numerous landmarks such as the Sangertown Square Mall, which is a popular shopping destination for residents and visitors alike. Additionally, the New Hartford Town Park is a beautiful recreational area where families can enjoy picnics, sports, and outdoor activities. As for top employers, New Hartford is home to several major companies, including PAR Technology, Utica National Insurance, and Slocum-Dickson Medical Group, which provide a significant number of jobs to the community. When it comes to major highways and streets, New Hartford is conveniently located near Interstate 90, which provides easy access to other parts of the state. Additionally, Route 5 and Route 12 are major thoroughfares that run through the town and connect it to nearby cities like Utica and Rome.

Financial Services Related to Estate Planning in New Hartford, NY

Banks and Credit Unions

Residents of New Hartford, NY can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those in need of loans to start a business or purchase a home. Additionally, banks can offer savings and checking accounts to help residents manage their finances and save for their future. In New Hartford, NY, where the cost of living is relatively high, having access to a bank that offers competitive interest rates and low fees can be especially beneficial. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their money and improve their financial literacy. Whether it's opening a new account or seeking financial advice, a bank can play a vital role in helping residents of New Hartford, NY achieve their financial goals.

Insurance Broker

Residents of New Hartford, NY can benefit greatly from the services of an insurance broker. With the unpredictable weather in the area, it's important to have proper coverage for home and auto insurance. An insurance broker can help residents navigate the various policies available and find the best coverage for their specific needs. Additionally, New Hartford is home to many small businesses, and an insurance broker can assist with finding the right commercial insurance policies to protect these businesses from potential risks. With the help of an insurance broker, residents of New Hartford can have peace of mind knowing they have the proper coverage in place for any unexpected events.

Retirement Planning

Residents of New Hartford, NY could benefit greatly from the guidance of a retirement planner. Retirement planners can assist individuals in creating a comprehensive financial plan that takes into account their unique goals and circumstances. Specifically, for residents of New Hartford, NY, a retirement planner can help navigate the state's complex tax laws and regulations, ensuring that retirees are maximizing their retirement income and minimizing their tax burden. Additionally, a retirement planner can help residents of New Hartford, NY make informed decisions about their healthcare options, including Medicare and Medicaid. With the help of a retirement planner, residents of New Hartford, NY can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of New Hartford, NY can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a wealth manager's guidance, residents can create a personalized plan to ensure they have enough money to retire comfortably. Another way a wealth manager can help is by providing investment advice specific to the economic environment of New Hartford, NY. For example, with a wealth manager's knowledge of the local economy, they can recommend investments that are likely to perform well in the region. Additionally, a wealth manager can assist with estate planning, ensuring that residents' assets are distributed according to their wishes. Overall, a wealth manager can provide invaluable guidance to residents of New Hartford, NY, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of New Hartford, NY can benefit from the expertise of a financial advisor in numerous ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic landscape of New Hartford. With its thriving retail and healthcare industries, residents may have different financial priorities compared to those living in other parts of the state. A financial advisor can help navigate these complexities and offer tailored solutions to help residents achieve their financial goals. Additionally, residents may need guidance on retirement planning, investment strategies, and debt management. A financial advisor can provide invaluable advice and support in these areas, helping residents to make informed decisions and secure their financial future.

Mortgage Loan Officer

Residents of New Hartford, NY would benefit greatly from the services 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 assist with refinancing existing mortgages, which can help residents save money on their monthly payments or pay off their mortgages sooner. Additionally, a mortgage loan officer can provide valuable advice on the local real estate market in New Hartford, NY, helping residents make informed decisions about their home purchases. With their expertise and guidance, a mortgage loan officer can make the home buying process smoother and less stressful for residents of New Hartford, NY.

Tax Services

Residents of New Hartford, NY can benefit greatly from the advice and guidance of a tax advisor. With the unique tax laws and regulations in the state of New York, it can be difficult for individuals to navigate the tax system and make informed decisions about their finances. A tax advisor can help residents of New Hartford, NY by providing expert advice on tax planning, identifying potential deductions and credits, and ensuring compliance with state and federal tax laws. Additionally, with the recent changes to tax laws, a tax advisor can help residents of New Hartford, NY stay up-to-date on any changes that may affect their financial situation and make adjustments accordingly. Overall, a tax advisor can provide invaluable assistance to residents of New Hartford, NY in managing their finances and minimizing their tax burden.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in New Hartford, NY can provide a wide range of services to help clients prepare for the future. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and developing strategies for minimizing taxes and protecting assets. With its rich history and diverse population, New Hartford offers unique challenges and opportunities for estate planning. For example, the town is home to many small businesses and entrepreneurs, which may require specialized planning to ensure the continuity of their operations after the owner's death. Additionally, New Hartford's proximity to major metropolitan areas like Syracuse and Utica means that many residents may have assets in multiple states, requiring careful coordination of their estate plans to avoid unnecessary taxes and complications. Overall, an estate planning lawyer in New Hartford, NY can provide invaluable guidance and support to help clients achieve their goals and protect their legacies for generations to come.

New Hartford, NY is a prime destination for individuals seeking the expertise of an estate planning lawyer. Located in Oneida County, New Hartford is home to a bustling community of professionals and residents who value the importance of estate planning. Furthermore, the town boasts a plethora of law firms and attorneys who specialize in this area of law. One such firm is located on Genesee Street and has been serving the community for over 20 years. With their extensive knowledge and experience, they are able to assist clients in creating comprehensive estate plans that protect their assets and ensure their wishes are carried out. Additionally, the firm provides personalized attention to each client, taking the time to understand their unique needs and goals. New Hartford, NY is truly the best place to find an estate planning lawyer who can guide you through the complexities of this important legal process.