Estate Planning Attorneys in New Haven, CT

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List of Firms

Top New Haven, CT Estate Planning Law Firms

The Law Offices of Gregory T. Lattanzi, LLC
4 out of 5
Location 943 Grand Ave, New Haven, CT 06511, USA
Phone (203) 772-3000
Directions
The Gunning Law Firm
5 out of 5
Location 685 State St, New Haven, CT 06511, USA
Phone (203) 787-4431
Directions
Law Offices of Ronald I. Chorches, LLC
4 out of 5
Location 261 Bradley Street Second Floor, New Haven, CT 06510, USA
Phone (860) 356-3695
Directions
East Rock Law
5 out of 5
Location 85 Willow Street Second Floor, New Haven, CT 06511, USA
Phone (203) 200-0644
Directions
Bohonnon Law Firm
4 out of 5
Location 195 Church St, New Haven, CT 06510, USA
Phone (203) 787-2151
Directions
Withers Bergman New Haven
5 out of 5
Location 157 Church St, New Haven, CT 06510, USA
Phone (203) 789-1320
Directions
James H. Segaloff
4 out of 5
Location 59 Elm St, New Haven, CT 06510, USA
Phone (203) 624-9830
Directions
Coan, Lewendon, Gulliver & Miltenberger, LLC
5 out of 5
Location 495 Orange St, New Haven, CT 06511, USA
Phone (203) 901-1298
Directions
Fasano Ippolito Lee & Florentine
4 out of 5
Location 388 Orange St, New Haven, CT 06511, USA
Phone (203) 787-6555
Directions
LoRicco Law Firm, LLC
4 out of 5
Location 216 Crown St #502, New Haven, CT 06510, USA
Phone (203) 865-3123
Directions
Floman DePaola, LLC
5 out of 5
Location 378 Boston Post Rd #13, Orange, CT 06477, USA
Phone (203) 795-1211
Directions
Mark A. Healey, Attorney At Law
5 out of 5
Location 666 Savin Ave, West Haven, CT 06516, USA
Phone (203) 937-6500
Directions
Drapp & Jaumann, LLC
5 out of 5
Location 53 River St #7, Milford, CT 06460, USA
Phone (203) 871-0366
Directions
Estate Planning Lawyers in New Haven, CT

Where Estate Planners in New Haven, CT Serve

New Haven, CT is a vibrant city with a rich history and diverse culture. Home to Yale University, one of the most prestigious universities in the world, New Haven boasts a plethora of landmarks and attractions. From the iconic Yale Bowl to the stunning Peabody Museum of Natural History, there is no shortage of things to see and do in this bustling city. In addition to its many cultural offerings, New Haven is also home to some of the top employers in the region. Companies such as Yale New Haven Health, Alexion Pharmaceuticals, and United Illuminating provide jobs for thousands of residents and contribute to the city's strong economy. Navigating New Haven is a breeze thanks to its well-planned network of highways and streets. Major thoroughfares such as I-95 and I-91 connect the city to other parts of Connecticut and neighboring states, while local roads like Chapel Street and Whalley Avenue make it easy to get around town.

Financial Services Related to Estate Planning in New Haven, CT

Banks and Credit Unions

Residents of New Haven, CT can benefit from a bank in numerous ways. Firstly, banks can provide financial assistance to individuals who are looking to purchase a home in the city. New Haven has a thriving real estate market, and banks can offer competitive mortgage rates to help residents achieve their homeownership goals. Additionally, banks can provide small business loans to entrepreneurs who are looking to start or expand their businesses in the city. With a diverse population and a growing economy, New Haven offers many opportunities for small business owners to succeed. Lastly, banks can offer financial education and resources to help residents manage their money more effectively. With many low-income neighborhoods in the city, financial literacy can be a valuable tool to help residents make informed decisions about their finances and improve their overall quality of life.

Insurance Broker

Residents of New Haven, CT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance on selecting the right insurance policies for their specific needs. With the high cost of living in New Haven, CT, it's important for residents to have affordable and comprehensive insurance coverage for their homes, cars, and health. An insurance broker can help residents navigate the complex insurance market and find policies that fit their budget and coverage requirements. Additionally, with the city's diverse population and varying insurance needs, an insurance broker can provide personalized service and tailored policies to meet the unique needs of each individual or family.

Retirement Planning

Residents of New Haven, CT can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique circumstances and challenges of living in New Haven. For example, a retirement planner can help residents navigate the high cost of living in the city and plan for potential healthcare expenses associated with aging. Additionally, a retirement planner can help residents take advantage of local resources and programs, such as the many cultural and recreational activities available in New Haven, to enhance their retirement experience. Overall, a retirement planner can provide invaluable guidance and support to New Haven residents as they plan for a secure and fulfilling retirement.

Wealth Management

Residents of New Haven, CT can benefit from the expertise of a wealth manager in many ways. One of the most common ways is through retirement planning. With Yale University being a major employer in the area, many residents may have access to a 401(k) or other retirement plan. A wealth manager can help individuals navigate their options and create a plan that aligns with their financial goals. Additionally, New Haven has a high cost of living compared to other cities in Connecticut. A wealth manager can assist residents in creating a budget and managing their finances to ensure they can maintain their lifestyle without overspending. Overall, a wealth manager can provide valuable guidance and support to help New Haven residents achieve financial security and peace of mind.

Financial Advisor

Residents of New Haven, CT can benefit greatly from the guidance of a financial advisor. With the city's diverse population and range of income levels, a financial advisor can assist individuals in creating a personalized plan for their financial goals. For example, a financial advisor can help residents navigate the high cost of living in New Haven and create a budget that allows them to save for future expenses, such as purchasing a home or sending their children to college. Additionally, the advisor can provide guidance on retirement planning, investment strategies, and tax planning, ensuring that residents are making the most of their resources and maximizing their financial potential. Overall, a financial advisor can be an invaluable resource for New Haven residents looking to secure their financial future.

Mortgage Loan Officer

Residents of New Haven, CT can benefit from the expertise and guidance of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex and ever-changing mortgage market, ensuring they secure the best possible interest rates and terms for their home purchase. In addition, a loan officer can provide valuable advice on the types of loans available, such as FHA or VA loans, that may be particularly beneficial for first-time homebuyers or those with lower credit scores. With the high cost of living in New Haven, CT, a loan officer can also help residents explore alternative financing options, such as down payment assistance programs or grants, that can make homeownership more accessible. Overall, a mortgage loan officer can be an invaluable resource for residents of New Haven, CT looking to achieve their dreams of homeownership.

Tax Services

Residents of New Haven, CT can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations in Connecticut. For example, New Haven residents may be eligible for certain tax credits or deductions that they are unaware of, such as the Connecticut Earned Income Tax Credit or the Property Tax Credit. A tax advisor can also assist with tax planning strategies, such as maximizing retirement contributions or minimizing taxable income. With the high cost of living in New Haven, CT, every dollar counts, and a tax advisor can help residents keep more of their hard-earned money in their pockets.

New Haven, CT Financial Resources

New Haven, CT Chamber of Commerce

https://www.gnhcc.com/

New Haven, CT City Hall

https://www.newhavenct.gov/

New Haven, CT Public Library

https://nhfpl.org/

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