Estate Planning Attorneys in Cazenovia, NY

We did the hard work of finding trustworthy partners in Cazenovia, NY. Fill out the form to get connected.

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 Cazenovia, NY Estate Planning Law Firms

Stokes Law Firm PLLC
Location 5 Mill St, Cazenovia, NY 13035, USA
Phone (315) 655-3463
Directions
Robert J. Benson
4 out of 5
Location 234 Genesee St, Chittenango, NY 13037, USA
Phone (315) 687-3993
Directions
Jim Barna Attorney At Law
Location 24 Fenner St, Cazenovia, NY 13035, USA
Phone (315) 655-5888
Directions
Crisafulli Gorman, PC
5 out of 5
Location 8104 Cazenovia Rd Bldg. 3, Manlius, NY 13104, USA
Phone (315) 309-8211
Directions
O'Leary Law Offices
5 out of 5
Location 104 Pleasant St, Manlius, NY 13104, USA
Phone (315) 682-9131
Directions
Curtin & DeJoseph, P.C.
5 out of 5
Location 42 Albany St, Cazenovia, NY 13035, USA
Phone (315) 815-4221
Directions
Fallon Fallon & Bigsby: Fallon Megan
5 out of 5
Location 72 Albany St, Cazenovia, NY 13035, USA
Phone (315) 655-2636
Directions
Jennifer M Basic Atty At Law
SEC File# 801-60639
CRD# 115754
4 out of 5
Location 130 Albany St, Cazenovia, NY 13035, USA
Phone (315) 655-0631
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Lindenfeld Law Firm, P.C.
Location 11 Lincklaen St, Cazenovia, NY 13035, USA
Phone (315) 655-8325
Directions
Estate Planning Law Center
Location 5789 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 446-3850
Directions
The Reisner Law Group PLLC
5 out of 5
Location 7030 E Genesee St, Fayetteville, NY 13066, USA
Phone (315) 925-7800
Directions
Wasmund Mark W
Location 132 Albany St, Cazenovia, NY 13035, USA
Phone (315) 655-2883
Directions
Iaconis at MCV Law
5 out of 5
Location 501 Genesee St, Chittenango, NY 13037, USA
Phone (315) 687-6093
Directions
Palmer III Fred G
5 out of 5
Location 26 Albany St # 2, Cazenovia, NY 13035, USA
Phone (315) 655-3009
Directions
Oot Law Offices PLLC
5 out of 5
Location 104 Edwards Falls Ln, Manlius, NY 13104, USA
Phone (315) 727-5658
Directions
Robert Scolaro
5 out of 5
Location 6832 E Genesee St, Fayetteville, NY 13066, USA
Phone (315) 400-3214
Directions
Conway George F
Location 87 Albany St, Cazenovia, NY 13035, USA
Phone (315) 655-2100
Directions
Estate Planning Lawyers in Cazenovia, NY

Where Estate Planners in Cazenovia, NY Serve

Cazenovia, NY is a charming village located in Madison County, known for its picturesque landscapes and historic landmarks. The village is home to several notable landmarks, including the Lorenzo State Historic Site, Cazenovia Lake, and the Cazenovia College campus. The village boasts a diverse economy with top employers in the healthcare, education, and retail sectors. Major highways and streets in the area include Route 20, Route 92, and Albany Street. The village is comprised of several distinct neighborhoods, each with its own unique character and charm. From the quaint streets of the historic district to the bustling downtown area, Cazenovia offers something for everyone. Whether you're looking for a peaceful retreat or a vibrant community, Cazenovia is the perfect place to call home.

Financial Services Related to Estate Planning in Cazenovia, NY

Banks and Credit Unions

Residents of Cazenovia, NY can benefit from a bank in a number of ways. Firstly, a bank can provide them with financial assistance in the form of loans and mortgages to help them purchase homes or start businesses. Additionally, banks can offer residents the convenience of online banking and mobile banking, making it easy for them to manage their finances from anywhere. Another way a bank can help residents of Cazenovia is by providing them with access to ATMs and branches in the area, allowing them to easily withdraw cash or make deposits. Specifically, given that Cazenovia is a small town with a population of just over 7,000 people, having a local bank that understands the unique needs of the community can be especially valuable. For example, a bank in Cazenovia may offer specialized services for farmers or small business owners, helping them to grow and thrive.

Insurance Broker

Residents of Cazenovia, NY can benefit greatly from the services of an insurance broker. With the town's close proximity to Cazenovia Lake, many residents may require additional coverage for water-related accidents or damages. An insurance broker can help residents navigate the various policies and coverage options available to ensure they have adequate protection. Additionally, Cazenovia is known for its historic architecture and many residents may require specialized coverage for their unique homes. An insurance broker can assist in finding policies that specifically cater to these needs. Overall, an insurance broker can provide valuable guidance and support to residents of Cazenovia, NY in securing the right insurance coverage for their individual needs.

Retirement Planning

Residents of Cazenovia, NY can benefit greatly from the services of a retirement planner. With its picturesque small-town charm and proximity to Syracuse, Cazenovia is a popular retirement destination. A retirement planner can help residents navigate the unique financial challenges that come with retiring in a small town, such as limited job opportunities and a higher cost of living. They can also provide guidance on how to maximize retirement savings and investments, as well as assist with estate planning and long-term care options. In short, a retirement planner can help residents of Cazenovia, NY achieve their financial goals and enjoy a comfortable retirement in this beautiful community.

Wealth Management

Residents of Cazenovia, NY could benefit greatly from the expertise of a wealth manager. With its picturesque setting and small-town charm, Cazenovia attracts many retirees and families seeking a peaceful lifestyle. A wealth manager can help these residents navigate the complex world of investing and financial planning, ensuring that their hard-earned savings are protected and grow over time. Whether it's creating a retirement plan, managing investments, or developing a tax strategy, a wealth manager can provide tailored solutions to meet the unique needs of Cazenovia residents. With its close-knit community and strong sense of tradition, Cazenovia is a special place that deserves the best financial guidance available.

Financial Advisor

Residents of Cazenovia, NY can benefit from the assistance of a financial advisor in a variety of ways. One common area of concern is retirement planning, as many individuals in the community may not have access to employer-sponsored retirement plans. A financial advisor can help residents create a personalized retirement plan that takes into account their unique goals and circumstances. Additionally, Cazenovia is a small town with a tight-knit community, so many residents may have a desire to support local businesses and organizations. A financial advisor can help individuals invest in the local economy through socially responsible investing, which can provide both financial returns and a sense of community pride. Overall, a financial advisor can provide valuable guidance and support to residents of Cazenovia as they navigate their financial futures.

Mortgage Loan Officer

Residents of Cazenovia, NY can greatly benefit from the assistance of a mortgage loan officer in several ways. Firstly, Cazenovia is a small town with a population of just over 7,000 people, and many residents may not be familiar with the mortgage process or the various loan options available to them. A mortgage loan officer can provide guidance and support during the application process, helping residents to navigate the complexities of securing a mortgage. Additionally, Cazenovia is home to several historic properties, and a mortgage loan officer can provide specialized knowledge and expertise in securing financing for these unique homes. Finally, with the median home value in Cazenovia being over $300,000, a mortgage loan officer can help residents to find the best rates and terms for their specific financial situation, ensuring that they can afford to purchase their dream home in this charming upstate New York town.

Tax Services

Residents of Cazenovia, NY can benefit greatly from the advice of a tax advisor. With its picturesque location in the heart of the Finger Lakes region, Cazenovia is a popular destination for tourists and a desirable place to call home. However, navigating the complex tax laws in New York State can be overwhelming for many residents. A tax advisor can help Cazenovia residents with a wide range of tax-related issues, including filing state and federal tax returns, minimizing tax liabilities, and maximizing deductions. They can also provide guidance on estate planning, retirement planning, and investment strategies. With the help of a tax advisor, residents of Cazenovia can make informed financial decisions and achieve their long-term financial goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs