Estate Planning Attorneys in Johnson City, NY

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

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Johnson City, NY Estate Planning Law Firms

Cenesky Alenik Stefanski
Location 251 Main St, Johnson City, NY 13790, USA
Phone (607) 729-1539
McCoyd Parkas & Ronan LLP
Location 1100 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 877-7000
Law Offices of Frederick R. Xlander, P.C.
3 out of 5
Location 520 Columbia Dr # 102, Johnson City, NY 13790, USA
Phone (607) 777-9601
Hinman, Howard & Kattell, LLP
4 out of 5
Location 80 Exchange St, Binghamton, NY 13901, USA
Phone (607) 723-5341
Estate Planning Lawyers in Johnson City, NY

Where Estate Planners in Johnson City, NY Serve

Johnson City, NY is a bustling town located in Broome County, nestled in the Southern Tier of New York State. The town is home to several landmarks, including the Oakdale Mall, the Wilson Hospital, and the Binghamton University School of Pharmacy. The town is also known for its top employers, such as BAE Systems, UHS Hospitals, and Lockheed Martin. Major highways and streets that run through the town include Route 17, Route 201, Harry L Drive, and Reynolds Road. The town is comprised of several neighborhoods, including Floral Park, Willow Point, and Riverside. With its rich history and diverse community, Johnson City is a vibrant and exciting place to live, work, and play.

Financial Services Related to Estate Planning in Johnson City, NY

Banks and Credit Unions

Residents of Johnson City, NY can benefit from a bank in several ways. Firstly, they can access financial services such as savings accounts, checking accounts, and loans. This can help them manage their money more effectively and plan for the future. Additionally, banks in Johnson City can provide investment advice and retirement planning services to help residents secure their financial future. Another way that banks can help residents is by providing access to credit, which can be used to start a business, buy a home, or make other major purchases. For example, a resident of Johnson City may need a loan to purchase a new car to commute to work or to pay for their child's college tuition. Overall, banks play a crucial role in the financial well-being of residents in Johnson City, NY, and can provide a range of services to help them achieve their financial goals.

Insurance Broker

Residents of Johnson City, NY could benefit from the assistance of an insurance broker in a variety of ways. For example, an insurance broker could help residents find the most affordable and comprehensive health insurance coverage options, which could be especially important in a town where the median household income is below the national average. Additionally, an insurance broker could help residents protect their homes and personal belongings with homeowners or renters insurance, which could be particularly valuable in an area prone to severe weather events like flooding and snowstorms. Overall, an insurance broker could provide valuable guidance and support to Johnson City residents as they navigate the complex and often confusing world of insurance.

Retirement Planning

Residents of Johnson City, NY can benefit greatly from the services of a retirement planner. With an aging population and a median age of 41 years old, many residents may be approaching retirement age or considering their options for the future. A retirement planner can provide guidance on financial planning, investment strategies, and retirement income planning. They can also help residents navigate the complex world of Social Security and Medicare, which can be particularly important for those living in Johnson City, where healthcare costs can be high. Additionally, a retirement planner can help residents develop a comprehensive plan for their retirement years, taking into account their unique goals and circumstances. Overall, a retirement planner can provide valuable support and guidance to help Johnson City residents achieve a secure and fulfilling retirement.

Wealth Management

Residents of Johnson City, NY can benefit from a wealth manager in several ways. One of the most common ways is by creating a personalized financial plan that aligns with their financial goals. A wealth manager can help residents of Johnson City, NY to save for retirement, plan for their children's education, and develop a strategy to pay off debt. Additionally, a wealth manager can provide investment advice and help residents of Johnson City, NY to diversify their portfolio to minimize risk. With the fluctuating economy and the unique financial challenges faced by residents in Johnson City, NY, a wealth manager can offer guidance and support to help them achieve financial success.

Financial Advisor

Residents of Johnson City, NY can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. With a significant portion of the population in Johnson City being over the age of 65, it's important for residents to have a solid plan in place for their retirement years. A financial advisor can help individuals navigate the complex world of retirement planning, including understanding social security benefits, creating a budget, and investing wisely. Additionally, with the cost of living in Johnson City being slightly higher than the national average, a financial advisor can provide valuable insight on how to manage expenses and save for the future. Overall, a financial advisor can be a valuable resource for residents of Johnson City looking to secure their financial future.

Mortgage Loan Officer

Residents of Johnson City, NY can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be especially challenging for first-time homebuyers. Additionally, a mortgage loan officer can provide valuable insights into the local housing market in Johnson City, NY, such as which neighborhoods are up-and-coming and which ones may not be as desirable. This knowledge can be particularly helpful for residents who are new to the area or who may be looking to relocate within Johnson City. Ultimately, a mortgage loan officer can help residents secure the financing they need to purchase their dream home in Johnson City, NY, and achieve their long-term financial goals.

Tax Services

Residents of Johnson City, NY can benefit greatly from the expertise of a tax advisor. With the complex tax laws and regulations that are constantly changing, it can be difficult for individuals to navigate their tax obligations on their own. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with resolving any tax-related issues with the IRS or state tax agencies. In Johnson City, NY, where many residents work in healthcare, education, and retail, a tax advisor can provide specialized knowledge on tax implications for these industries. Overall, a tax advisor can help Johnson City residents save money and avoid costly mistakes when it comes to their taxes.


Wills, Trusts, and Other Estate Law FAQs