Estate Planning Attorneys in Auburn, NY

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List of Firms

Top Auburn, NY Estate Planning Law Firms

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Testa Law Firm, P.C., Attorney Daniel A. Testa III
5 out of 5
Location 198 Genesee St, Auburn, NY 13021, USA
Phone (315) 255-3368
Language http://www.danieltestalaw.com/
Directions
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Sugarman Law Firm LLP
5 out of 5
Location 123 Genesee St, Auburn, NY 13021, USA
Phone (315) 252-8551
Language https://www.sugarmanlaw.com/
Directions
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Cayuga County Attorney
5 out of 5
Location 160 Genesee St, Auburn, NY 13021, USA
Phone (315) 253-1274
Language https://www.cayugacounty.us/204/County-Attorney
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Strods Law Firm
Location 130 Genesee St, Auburn, NY 13021, USA
Phone (315) 252-8290
Directions
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Carl Joseph DePalma Attorney at Law
4 out of 5
Location 172 State St, Auburn, NY 13021, USA
Phone (315) 255-2859
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Thurston Law Office, P.C.
3 out of 5
Location 100 Genesee St # 7, Auburn, NY 13021, USA
Phone (315) 252-5840
Language http://www.thurstonlawoffice.com/
Directions
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Patricia A. Sciria, Attorney
4 out of 5
Location 144 Genesee St, Auburn, NY 13021, USA
Phone (315) 255-3158
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Foulke Law Firm
Location 5 Court St #2, Auburn, NY 13021, USA
Phone (315) 255-1655
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Contiguglia David A
5 out of 5
Location 100 Genesee St, Auburn, NY 13021, USA
Phone (315) 252-7515
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Ledden & Huegel
5 out of 5
Location 60 Oswego St, Baldwinsville, NY 13027, USA
Phone (315) 638-8283
Language http://leddenandhuegel.com/
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Cayuga County Bar Association
2 out of 5
Location 144 Genesee St #102, Auburn, NY 13021, USA
Phone (315) 253-0326
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Estate Planning Lawyers in Auburn, NY

Where Estate Planners in Auburn, NY Serve

Auburn, NY is a charming city located in the heart of the Finger Lakes region. Home to a plethora of landmarks, including the Harriet Tubman Home, the Seward House Museum, and the Willard Memorial Chapel, Auburn is a hub of history and culture. The city is also home to several top employers, including the Auburn Enlarged City School District, Auburn Community Hospital, and Welch Allyn. Major highways that run through the city include Interstate 90 and Route 5, while popular streets include Genesee Street and South Street. Auburn is comprised of several unique neighborhoods, each with its own distinct character and charm, including the historic South Street neighborhood and the bustling downtown area. Whether you're looking to explore the city's rich history or simply enjoy its vibrant community, Auburn is a must-visit destination in the Finger Lakes.

Financial Services Related to Estate Planning in Auburn, NY

Banks and Credit Unions

Residents of Auburn, NY would be helped by a bank in a multitude of ways. One of the most common ways is through providing access to financial products and services such as checking and savings accounts, loans, and credit cards. Additionally, banks can offer financial education and advice to help residents manage their money effectively. For example, with Auburn being home to numerous small businesses, a bank could provide business loans and other financial support to help these businesses grow and thrive. Furthermore, banks can offer convenient online and mobile banking options, making it easy for residents to access their accounts and manage their finances from anywhere. Overall, a bank can play a vital role in supporting the financial well-being of Auburn's residents and businesses.

Insurance Broker

Residents of Auburn, NY can benefit from the services of an insurance broker in a number of ways. Firstly, an insurance broker can help residents to navigate the complex world of insurance policies and find the coverage that best suits their individual needs. This is particularly important in Auburn, where residents face a range of unique risks and challenges, such as extreme weather conditions and high rates of property crime. Additionally, an insurance broker can help residents to save money on their insurance premiums by negotiating with insurance providers on their behalf and finding discounts and special offers that may not be available to the general public. Overall, working with an insurance broker can help residents of Auburn to protect themselves and their assets, while also ensuring that they are getting the best possible value for their money.

Retirement Planning

Residents of Auburn, NY can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings and minimize taxes. This is especially important for Auburn residents, as the city has a relatively high tax rate compared to other areas in New York. A retirement planner can also help residents navigate the complex world of Social Security and Medicare, ensuring they receive the benefits they are entitled to. Additionally, a retirement planner can assist with estate planning, helping Auburn residents ensure their assets are distributed according to their wishes after they pass away. Overall, a retirement planner can provide invaluable assistance to Auburn residents as they plan for their future and work towards a comfortable retirement.

Wealth Management

Residents of Auburn, NY can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Auburn has a population that is slightly older than the national average, and many residents may be looking to retire in the near future. A wealth manager can help them create a retirement plan that takes into account their current financial situation, their goals for retirement, and any potential obstacles that may arise. Additionally, a wealth manager can help Auburn residents with investment management, tax planning, and estate planning, ensuring that their financial future is secure and well-planned. With the help of a wealth manager, residents of Auburn can feel confident that they are making the most of their money and preparing for a comfortable retirement.

Financial Advisor

Residents of Auburn, NY could benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is to help them plan for retirement. Auburn has a large population of older adults, and a financial advisor can help them navigate the complexities of Social Security, Medicare, and other retirement benefits. Additionally, a financial advisor can help Auburn residents manage their debts and create a budget that works for them. With the cost of living in Auburn being higher than the national average, it's important for residents to have a solid financial plan in place to ensure they can meet their financial goals and live comfortably. A financial advisor can also help Auburn residents plan for unexpected expenses, such as medical emergencies or job loss, and create a savings plan to build an emergency fund. Overall, a financial advisor can be an invaluable resource for Auburn residents looking to take control of their finances and plan for a secure future.

Mortgage Loan Officer

Residents of Auburn, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage loan to purchase a home or refinance an existing one. In Auburn, NY, where the median home value is $98,600, a mortgage loan officer can help residents navigate the complex and often confusing world of home financing. They can provide guidance on the best loan options available, help with paperwork and documentation, and ensure that residents are getting the best possible interest rates and terms. With the help of a mortgage loan officer, residents of Auburn, NY can achieve their dream of owning a home and building equity for their future.

Tax Services

Residents of Auburn, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways they can be helped is through tax planning and preparation. With the constantly changing tax laws and regulations, it can be difficult for individuals to navigate the complex system on their own. A tax advisor can provide guidance on deductions, credits, and other tax-saving strategies to ensure residents are maximizing their returns. Additionally, Auburn, NY has a large population of retirees who may have unique tax considerations, such as required minimum distributions from retirement accounts. A tax advisor can help them navigate these complexities and ensure they are in compliance with the law. Overall, a tax advisor can provide valuable assistance to Auburn, NY residents in navigating the tax system and minimizing their tax liability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Auburn, NY can provide a range of services to ensure that a person's assets are distributed according to their wishes after they pass away. These services can include drafting wills, trusts, and other legal documents that outline how a person's assets should be distributed. Additionally, estate planning lawyers can help clients minimize estate taxes and protect their assets from creditors. In Auburn, NY, estate planning lawyers may also be familiar with local laws and regulations that could impact a person's estate plan. For example, Auburn is home to several historic properties, and an estate planning lawyer may be able to help clients ensure that these properties are preserved and passed down to future generations. Overall, working with an estate planning lawyer in Auburn, NY can provide peace of mind and help ensure that a person's legacy is protected.

Auburn, NY is an exceptional location to find an estate planning lawyer due to its rich history and diverse community. The city is home to the Seward House Museum, which showcases the life and legacy of William H. Seward, a prominent politician and lawyer who served as Secretary of State under President Abraham Lincoln. This historical significance has attracted many skilled lawyers who have a deep understanding of the legal system and its evolution over time. Additionally, Auburn's diverse community provides a unique perspective on estate planning, as lawyers must be able to navigate the complexities of different cultures and backgrounds. With its rich history and diverse community, Auburn, NY is undoubtedly the best place to find an estate planning lawyer who can provide expert legal advice and guidance.