Estate Planning Attorneys in Liverpool, NY

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List of Firms

Top Liverpool, NY Estate Planning Law Firms

Law Offices of Shawn W. Lappin
5 out of 5
Location 201 2nd St, Liverpool, NY 13088, USA
Phone (315) 699-3914
DeFio Law Firm, PLLC
4 out of 5
Location 7889 Crego Rd, Baldwinsville, NY 13027, USA
Phone (315) 488-7339
Hall Martin & Lauri Law Office
5 out of 5
Location 111 Church St, North Syracuse, NY 13212, USA
Phone (315) 458-5220
Carpenter Law Office P.C.
5 out of 5
Location 716 7th N St, Liverpool, NY 13088, USA
Phone (315) 453-4282
Syracuse Wealth Management
5 out of 5
Location 8135 Soule Rd, Liverpool, NY 13090, USA
Phone (315) 925-5500
Estate Planning Lawyers in Liverpool, NY

Where Estate Planners in Liverpool, NY Serve

Liverpool, NY is a bustling town located in Onondaga County, New York. It is home to a myriad of landmarks, including the Salt Museum, Onondaga Lake Park, and the Liverpool Public Library. The town is also known for its top employers, which include Lockheed Martin, Syracuse University, and the Liverpool Central School District. Major highways and streets in the area include Interstate 81, Route 57, and Route 370, providing easy access to nearby cities like Syracuse and Rochester. Liverpool is divided into several distinct neighborhoods, each with its own unique character and charm. These include Bayberry, Galeville, and the Village of Liverpool, each offering a diverse range of housing options and amenities. With its rich history, vibrant culture, and thriving economy, Liverpool is a dynamic and exciting place to call home.

Financial Services Related to Estate Planning in Liverpool, NY

Banks and Credit Unions

Residents of Liverpool, NY could be helped by a bank in a variety of ways. One common way is through loans for home renovations or purchases, which could be particularly helpful in a town where many homes were built in the mid-20th century and may be in need of updates. Another way a bank could assist Liverpool residents is by providing financial education and resources to help them better manage their money and plan for the future. This could be especially valuable for those who are new to the area or who may have experienced financial difficulties in the past. Additionally, a bank could offer services such as checking and savings accounts, credit cards, and investment options to help Liverpool residents achieve their financial goals and build their wealth over time.

Insurance Broker

Residents of Liverpool, NY can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find the best insurance policies that suit their needs and budgets. They can also help residents of Liverpool, NY navigate the complex insurance market and understand the terms and conditions of various policies. Additionally, an insurance broker can provide personalized advice to residents of Liverpool, NY on how to minimize their risks and protect their assets. For example, they can advise homeowners on how to protect their homes from flooding, which is a common issue in Liverpool, NY due to its proximity to Onondaga Lake. Overall, an insurance broker can be a valuable resource for residents of Liverpool, NY who want to secure their financial future and protect their families and assets.

Retirement Planning

Residents of Liverpool, NY can benefit greatly from the services of a retirement planner. A retirement planner can help individuals create a comprehensive financial plan that takes into account their current financial situation, future goals, and potential risks. This can include advice on saving for retirement, creating a budget, and managing debt. One specific way that a retirement planner can help residents of Liverpool, NY is by providing guidance on how to navigate the local tax laws and regulations. This can be especially important for retirees who may be on a fixed income and need to make sure they are taking advantage of all available tax breaks and exemptions. By working with a retirement planner, residents of Liverpool, NY can feel more confident about their financial future and enjoy a more secure retirement.

Wealth Management

Residents of Liverpool, NY could benefit greatly from the expertise of a wealth manager. One of the most common ways that a wealth manager could help is by providing personalized financial planning services. This might include creating a budget, setting financial goals, and developing a long-term investment strategy that aligns with the individual's unique needs and circumstances. For example, a wealth manager could help a Liverpool resident who works in the healthcare industry plan for retirement while also saving for their child's college education. Additionally, given that Liverpool is a suburb of Syracuse, a wealth manager could also help residents navigate the local real estate market and make informed decisions about buying or selling property. Overall, a wealth manager can provide invaluable support and guidance to help Liverpool residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Liverpool, NY can benefit greatly from the guidance and expertise of a financial advisor. With a population of over 2,000 households, many families in Liverpool are looking to secure their financial futures and make smart investments. A financial advisor can help residents navigate the complex world of personal finance, offering advice on everything from retirement planning to saving for college tuition. They can also assist with creating a budget and managing debt, which can be especially important in a town where the median household income is around $65,000. By working with a financial advisor, residents can gain peace of mind knowing that they are making informed decisions about their money and setting themselves up for long-term financial success.

Mortgage Loan Officer

Residents of Liverpool, NY could greatly benefit from the expertise of a mortgage loan officer. Specifically, in Liverpool, NY, many residents are looking to purchase their first homes or upgrade to larger homes to accommodate growing families. A mortgage loan officer can assist in finding the best loan options and interest rates to fit their unique financial situations. Additionally, Liverpool, NY is a community with a diverse population, including many military families. A mortgage loan officer can help these families take advantage of VA loans and other benefits available to them. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Liverpool, NY as they navigate the home buying process.

Tax Services

Residents of Liverpool, NY could greatly benefit from the expertise of a tax advisor in a number of ways. One specific example is in regards to the state and local tax (SALT) deduction. With New York being one of the states with the highest property taxes in the country, Liverpool residents may be able to claim a significant amount of SALT deductions on their federal income tax returns. However, the rules and limitations surrounding these deductions can be complex and confusing. A tax advisor can help residents navigate these rules and ensure they are maximizing their deductions. Additionally, a tax advisor can provide guidance on other tax-related issues such as retirement planning, estate planning, and business tax strategies. Overall, working with a tax advisor can provide peace of mind and potentially save residents money in the long run.


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