Estate Planning Attorneys in Syracuse, NY

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List of Firms

Top Syracuse, NY Estate Planning Law Firms

Mc Donald & Kimball PC
5 out of 5
Location 120 E Washington St #714, Syracuse, NY 13202, USA
Phone (315) 445-0600
Directions
Bousquet Holstein PLLC
4 out of 5
Location One Lincoln Center, 110 W Fayette St #1000, Syracuse, NY 13202, USA
Phone (315) 422-1500
Directions
Pappas, Cox, Kimpel, Dodd & Levine, P.C.
4 out of 5
Location 614 James St, Syracuse, NY 13203, USA
Phone (315) 472-4481
Directions
Davies Law Firm
5 out of 5
Location 210 E Fayette St, Syracuse, NY 13202, USA
Phone (315) 472-6511
Directions
The Marrone Law Firm, P.C.
5 out of 5
Location 506 E Washington St Suite A, Syracuse, NY 13202, USA
Phone (315) 728-9433
Directions
Shepard Law LLC
Location 499 S Warren St, Syracuse, NY 13202, USA
Phone (315) 352-0110
Directions
Bond, Schoeneck & King PLLC
4 out of 5
Location One Lincoln Center, 110 W Fayette St, Syracuse, NY 13202, USA
Phone (315) 218-8000
Directions
Robertson Law Office
4 out of 5
Location 333 E Onondaga St, Syracuse, NY 13202, USA
Phone (315) 426-1149
Directions
Estate Planning Lawyers in Syracuse, NY

Where Estate Planners in Syracuse, NY Serve

Syracuse, NY is a vibrant city with a rich history and diverse culture. Its landmarks include the iconic Carrier Dome, a multi-purpose stadium that serves as the home of Syracuse University's football, basketball, and lacrosse teams. Other notable landmarks include the Erie Canal Museum, the Everson Museum of Art, and the Onondaga Lake Park. Top employers in Syracuse include healthcare organizations such as Upstate University Hospital and St. Joseph's Hospital Health Center, as well as technology companies like Lockheed Martin and Bristol-Myers Squibb. The city is also home to Syracuse University, a major employer and contributor to the local economy. Major highways and streets in Syracuse include Interstate 81, which runs north-south through the city, and Interstate 690, which connects Syracuse to the New York State Thruway. Other notable streets include Salina Street, which is home to many shops and restaurants, and West Genesee Street, which runs through the heart of downtown.

Financial Services Related to Estate Planning in Syracuse, NY

Banks and Credit Unions

Residents of Syracuse, NY can benefit from a bank in many ways. One of the most common ways is through access to loans and credit. Syracuse is a diverse city with a mix of urban and suburban neighborhoods, and many residents may need financial assistance to start a business, buy a home, or pay for education. Banks can provide loans with reasonable interest rates and flexible repayment terms to help residents achieve their financial goals. Additionally, banks can offer services like online banking, mobile banking, and ATM access, which can make it easier for residents to manage their finances and access cash when they need it. Overall, banks can provide valuable support to the residents of Syracuse, NY, helping them to achieve financial stability and security.

Insurance Broker

Residents of Syracuse, NY can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the region, an insurance broker can assist in finding the most suitable coverage for natural disasters such as floods and snowstorms. Additionally, Syracuse has a high crime rate compared to other cities in New York State, which makes it crucial for residents to have adequate coverage for theft and burglary. An insurance broker can help residents navigate the complexities of insurance policies and find the best deals that fit their budget and needs. Furthermore, with the growing number of small businesses in Syracuse, an insurance broker can provide valuable advice on commercial insurance to protect business owners from potential financial loss. Overall, an insurance broker can provide peace of mind to residents of Syracuse, knowing that they are well-protected in the event of unexpected events.

Retirement Planning

Residents of Syracuse, NY could greatly benefit from the expertise of a retirement planner. With the city's aging population, many individuals may be unsure of how to best prepare for their future. A retirement planner can provide guidance on topics such as social security benefits, investment strategies, and healthcare costs. Additionally, with Syracuse's harsh winters and high heating costs, a retirement planner can help residents plan for these expenses and ensure they have enough savings to cover them. By working with a retirement planner, Syracuse residents can feel confident in their financial future and enjoy their retirement years without worrying about money.

Wealth Management

Residents of Syracuse, NY could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help is by providing guidance on how to navigate the local economy. Syracuse has a diverse economy that includes industries such as healthcare, education, and manufacturing. A wealth manager could help residents make informed decisions about investing in local companies and industries. Additionally, a wealth manager could assist residents in creating a financial plan that takes into account the unique challenges and opportunities of living in Syracuse, such as the high property taxes and the abundance of natural resources in the surrounding area. With the help of a wealth manager, residents of Syracuse could achieve their financial goals and secure a stable future for themselves and their families.

Financial Advisor

Residents of Syracuse, NY can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by providing advice on how to manage debt. Syracuse has a high poverty rate and many residents struggle with debt, particularly from student loans and medical bills. A financial advisor can help residents create a budget and develop a plan to pay off debt efficiently. They can also provide guidance on how to improve credit scores and access resources for debt relief. By working with a financial advisor, residents of Syracuse can gain financial stability and peace of mind.

Mortgage Loan Officer

Residents of Syracuse, NY can benefit greatly from the assistance of a mortgage loan officer. They can help residents navigate the complex world of home financing, which can be especially daunting in a city with a diverse range of housing options. For example, Syracuse has a mix of historic homes and modern developments, which can make the lending process more complicated. A mortgage loan officer can help residents understand the different types of loans available, such as FHA or VA loans, and can help them find the best rates and terms. They can also help residents with pre-approval and can guide them through the application process. With the help of a mortgage loan officer, residents of Syracuse can achieve their dream of homeownership and find the perfect place to call home.

Tax Services

Residents of Syracuse, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws specific to Syracuse. For example, Syracuse has a 1% local income tax that residents must pay in addition to state and federal taxes. A tax advisor can help residents understand how to properly file and pay this tax, as well as any other local taxes that may apply. Additionally, a tax advisor can assist residents in maximizing deductions and credits on their tax returns, potentially saving them money and reducing their tax liability. Overall, a tax advisor can provide valuable expertise and support to Syracuse residents navigating the complex world of taxes.

Syracuse, NY Financial Resources

Syracuse, NY Chamber of Commerce

https://www.plankroadchamber.com/

Syracuse, NY City Hall

https://www.syr.gov/Home

Syracuse, NY Public Library

https://www.onlib.org/

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