Estate Planning Attorneys in Marcellus, NY

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List of Firms

Top Marcellus, NY Estate Planning Law Firms

Koldin Law Center, P.C.
4 out of 5
Location 6661 Kirkville Rd, East Syracuse, NY 13057, USA
Phone (315) 463-4032
Welch Daniel L
5 out of 5
Location 19 South St, Marcellus, NY 13108, USA
Phone (315) 673-9429
DeFio Law Firm PLLC
5 out of 5
Location 774 State Fair Blvd, Syracuse, NY 13209, USA
Phone (315) 488-7339
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
Ledden & Huegel
5 out of 5
Location 60 Oswego St, Baldwinsville, NY 13027, USA
Phone (315) 638-8283
Estate Planning Lawyers in Marcellus, NY

Where Estate Planners in Marcellus, NY Serve

Marcellus, NY is a quaint town located in Onondaga County, New York. The town is known for its rich history and beautiful landmarks, such as the Marcellus Falls and the historic Marcellus town hall. The town is also home to some of the top employers in the area, including the Marcellus Central School District and the Marcellus Library. Major highways that run through the town include Route 20 and Route 174, providing easy access to nearby cities and towns. The streets of Marcellus are lined with charming homes and neighborhoods, such as the Cedarvale and Highland neighborhoods. With its stunning natural beauty, rich history, and thriving community, Marcellus is a wonderful place to call home.

Financial Services Related to Estate Planning in Marcellus, NY

Banks and Credit Unions

Residents of Marcellus, NY can benefit from the services of a bank in various ways. One of the most common ways is through the provision of personal and business loans. Marcellus is a small town with a population of about 6,000 people, and many residents may need financial assistance to start or grow their businesses. A bank can provide loans with favorable interest rates and flexible repayment terms, which can help residents achieve their financial goals. Additionally, a bank can offer savings and checking accounts, credit cards, and other financial products that can help residents manage their money more effectively. With the help of a bank, residents of Marcellus can access the financial resources they need to achieve their dreams and improve their lives.

Insurance Broker

Residents of Marcellus, NY can benefit greatly from the services of an insurance broker. With its picturesque landscape and proximity to Syracuse, Marcellus, NY is a popular place to live, work, and raise a family. However, like any community, residents face a variety of risks and challenges. An insurance broker can help residents navigate the complex world of insurance and find coverage that meets their unique needs. For example, many residents in Marcellus, NY may own property with valuable assets, such as a farm or a vacation home. An insurance broker can help ensure that these assets are protected with the appropriate policies, such as farm insurance or vacation home insurance. Additionally, residents may need help finding affordable health insurance or navigating Medicare. An insurance broker can provide guidance and support in these areas, helping residents make informed decisions about their coverage and ensuring that they have the protection they need.

Retirement Planning

Residents of Marcellus, NY could greatly benefit from the guidance of a retirement planner. With the average age of residents being 43 years old, many are likely starting to think about their retirement plans. A retirement planner could help residents of Marcellus, NY identify their financial goals and develop a personalized plan to achieve them. This could include strategies for saving money, investing wisely, and minimizing taxes. Additionally, a retirement planner could help residents navigate the unique challenges that come with living in a small town, such as limited job opportunities and a lower cost of living. By working with a retirement planner, residents of Marcellus, NY could feel more confident and secure in their financial future.

Wealth Management

Residents of Marcellus, NY could benefit greatly from the services of a wealth manager. One specific way that a wealth manager could help is by providing guidance on investing in the local economy. Marcellus is a small town with a strong sense of community, and many residents are invested in supporting local businesses. A wealth manager could help residents identify opportunities for investing in local companies or participating in community development projects. Additionally, a wealth manager could provide personalized financial planning and investment advice to help residents achieve their long-term financial goals, whether that be saving for retirement or funding their children's education. With the help of a wealth manager, residents of Marcellus could feel more confident and secure in their financial futures.

Financial Advisor

Residents of Marcellus, NY can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique circumstances. This can include setting goals for retirement, saving for college, or creating a budget to manage day-to-day expenses. Additionally, a financial advisor can provide advice on investment strategies, tax planning, and estate planning. In a town like Marcellus, where many residents work in agriculture or small businesses, a financial advisor can also provide specialized knowledge on topics such as crop insurance or succession planning. With the help of a financial advisor, residents of Marcellus can feel more confident in their financial future and make informed decisions that will help them achieve their goals.

Mortgage Loan Officer

Residents of Marcellus, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with the home buying process by helping residents understand their financing options and securing the best possible mortgage rates. In a town like Marcellus, where the median home value is over $250,000, a mortgage loan officer can make all the difference in helping residents afford their dream homes. Additionally, loan officers can provide guidance on refinancing options for those looking to lower their monthly mortgage payments or access equity in their homes. With their knowledge of the local real estate market and lending options, a mortgage loan officer can be an invaluable resource for residents of Marcellus, NY.

Tax Services

Residents of Marcellus, NY can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring residents are taking advantage of all available tax deductions and credits. This is especially important for Marcellus residents who own businesses or work in industries that are unique to the area, such as agriculture or manufacturing. A tax advisor can also help residents navigate any changes in tax laws and regulations, which can be particularly challenging for those who are not well-versed in tax codes. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's overall financial health. Overall, working with a tax advisor can provide valuable peace of mind and help ensure that residents of Marcellus, NY are making the most of their financial resources.


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