Estate Planning Attorneys in Scotia, NY

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List of Firms

Top Scotia, NY Estate Planning Law Firms

Burke Gibbons PC
4 out of 5
Location 101 Mohawk Ave, Schenectady, NY 12302, USA
Phone (518) 346-3449
Robert Mascali - Pierro Law Group
Location 43 British American Blvd, Latham, NY 12110, USA
Phone (518) 459-2100
Michael T Brockbank Law Office
2 out of 5
Location 609 NY-146A, Clifton Park, NY 12065, USA
Phone (518) 374-6815
Mack & Mack
Location 133 Saratoga Rd # 6, Scotia, NY 12302, USA
Phone (518) 399-1200
Piedmont Law Firm
Location 1016 N Country Club Dr, Niskayuna, NY 12309, USA
Phone (518) 690-4200
Litz & Litz
4 out of 5
Location 143 Clinton St, Schenectady, NY 12305, USA
Phone (518) 372-3329
Cioffi Slezak Wildgrube
5 out of 5
Location 1473 Erie Blvd 1st floor, Schenectady, NY 12305, USA
Phone (518) 377-6700
Law Office of Kathleen M. Toombs
4 out of 5
Location 157 Barrett St, Schenectady, NY 12305, USA
Phone (518) 688-2846
Futterman, Lanza & Pasculli, LLP
5 out of 5
Location 180 E Main St Suite 101, Smithtown, NY 11787, USA
Phone (631) 979-4300
Weinstein & Randisi
5 out of 5
Location 290 Linden Oaks # 200, Rochester, NY 14625, USA
Phone (585) 248-3800
Law Office of Jessica Wilson, P.C.
5 out of 5
Location 221 Columbia St, Brooklyn, NY 11231, USA
Phone (212) 739-1736
Witecki Law Office
5 out of 5
Location 8 S Church St, Schenectady, NY 12305, USA
Phone (518) 372-2827
O'Connor Amy S
Location 677 Broadway # 500, Albany, NY 12207, USA
Phone (518) 447-3200
Whiteman Osterman Hanna
4 out of 5
Location 1 Commerce Plaza 19th floor, Albany, NY 12260, USA
Phone (518) 487-7600
Flint Law Firm
5 out of 5
Location 75 Main St, Chatham, NY 12037, USA
Phone (518) 392-2555
Hollis Laidlaw & Simon P.C.
5 out of 5
Location 55 Smith Ave, Mt Kisco, NY 10549, USA
Phone (914) 666-5600
Merlino & Gonzalez
5 out of 5
Location 394 Manor Rd, Staten Island, NY 10314, USA
Phone (718) 698-2200
Estate Planning Lawyers in Scotia, NY

Where Estate Planners in Scotia, NY Serve

Scotia, NY is a charming village located in Schenectady County, boasting a rich history and a plethora of landmarks. From the iconic Jumpin' Jack's Drive-In to the historic Collins Park, there's no shortage of places to explore. The village is also home to a number of top employers, including the Scotia-Glenville Central School District and the Mohawk Honda dealership. Major highways and streets in the area include Route 50, Route 147, and Mohawk Avenue, providing easy access to nearby cities like Schenectady and Albany. The village is comprised of several distinct neighborhoods, each with its own unique character and charm. Whether you're strolling through the tree-lined streets of the Old Village or enjoying the waterfront views in Riverside, Scotia is a place that's sure to capture your heart.

Financial Services Related to Estate Planning in Scotia, NY

Banks and Credit Unions

Residents of Scotia, NY would be helped by a bank in a number of ways. One of the most common ways is through providing financial support for small businesses in the area. Scotia is a small town with a close-knit community, and many residents rely on local businesses for their livelihoods. A bank can offer loans and other financial services to help these businesses grow and thrive. Additionally, a bank can provide personal banking services to residents, such as checking and savings accounts, credit cards, and mortgages. With a local bank, residents can feel confident that they are receiving personalized service and support from professionals who understand the unique needs of the Scotia community.

Insurance Broker

Residents of Scotia, NY can benefit greatly from the services of an insurance broker. With the town's proximity to the Mohawk River and frequent flooding, an insurance broker can help residents find the best flood insurance policies to protect their homes and belongings. Additionally, with a high number of small businesses in Scotia, an insurance broker can assist business owners in finding the most comprehensive and affordable insurance plans to cover their operations. Overall, an insurance broker can provide peace of mind to Scotia residents by ensuring they have the necessary coverage to protect their assets and livelihoods.

Retirement Planning

Residents of Scotia, NY could greatly benefit from the services of a retirement planner. With a population of over 7,700 people, many of whom are nearing retirement age, a retirement planner can help individuals and families navigate the complexities of retirement planning. Specifically, in Scotia, NY, a retirement planner can assist with creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This could include strategies for maximizing retirement savings, minimizing taxes, and ensuring that retirement income will last throughout the individual's lifetime. Additionally, a retirement planner can provide guidance on important decisions such as when to start taking Social Security benefits and how to manage healthcare costs in retirement. Overall, a retirement planner can offer invaluable support to residents of Scotia, NY as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Scotia, NY can benefit from the expertise of a wealth manager in a variety of ways. First and foremost, a wealth manager can help individuals and families in Scotia navigate the complexities of financial planning, investment management, and retirement planning. They can also provide guidance on tax planning and estate planning, helping residents to minimize their tax burden and protect their assets for future generations. In addition, a wealth manager can help residents in Scotia to identify and pursue their financial goals, whether that be saving for a child's college education or planning for a comfortable retirement. With their knowledge and experience, a wealth manager can provide valuable insights and advice to help residents in Scotia make informed decisions about their finances and achieve their long-term financial objectives.

Financial Advisor

Residents of Scotia, NY could benefit from the expertise of a financial advisor in a number of ways. For example, many residents in Scotia work in the nearby city of Schenectady and may need guidance on how to manage their finances when it comes to commuting costs, taxes, and saving for retirement. Additionally, Scotia is a tight-knit community where many families have lived for generations, so a financial advisor could help residents navigate the complexities of estate planning and passing on wealth to future generations. Overall, a financial advisor could provide invaluable support and guidance to residents of Scotia, helping them make informed decisions about their finances and plan for a secure future.

Mortgage Loan Officer

Residents of Scotia, NY can benefit greatly from the expertise of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their existing home, a loan officer can guide them through the process and help them secure the best possible loan terms. One specific benefit for residents of Scotia is the loan officer's knowledge of the local real estate market. They can provide valuable insights into the neighborhoods and properties in the area, helping buyers make informed decisions about their investment. Additionally, loan officers can assist with navigating any unique financial circumstances, such as self-employment or irregular income, to ensure that residents can still qualify for a mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Scotia, NY looking to achieve their homeownership goals.

Tax Services

Residents of Scotia, NY can benefit greatly from the expertise of a tax advisor. With the town's close proximity to the state capital and the tech hub of the Capital Region, many residents may have complex tax situations that require professional guidance. A tax advisor can provide assistance with tax planning, preparation, and filing, ensuring that residents take advantage of all available deductions and credits. Additionally, with Scotia's large population of small business owners, a tax advisor can help navigate the intricacies of business taxes, including payroll taxes and sales tax. Overall, a tax advisor can provide peace of mind and save residents time and money by ensuring compliance with tax laws and maximizing their tax savings.


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