Estate Planning Attorneys in Utica, NY

We did the hard work of finding trustworthy partners in Utica, 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 Utica, NY Estate Planning Law Firms

Hage & Hage LLC
5 out of 5
Location 283 Genesee St, Utica, NY 13501, USA
Phone (315) 797-9850
Directions
Stephen L. Lockwood, Esq.
5 out of 5
Location 285 Genesee St, Utica, NY 13501, USA
Phone (315) 724-5177
Directions
Longeretta David A
4 out of 5
Location 298 Genesee St, Utica, NY 13502, USA
Phone (315) 735-6162
Directions
Donald R Gerace Law Offices
5 out of 5
Location 2613 Genesee St, Utica, NY 13501, USA
Phone (315) 735-7509
Directions
Law Office of John J. Raspante
3 out of 5
Location 209 Elizabeth St 4th Floor- Suite 404, Utica, NY 13501, USA
Phone (315) 507-2521
Directions
John N Kalil Attorney at Law
3 out of 5
Location 289 Genesee St, Utica, NY 13501, USA
Phone (315) 797-7959
Directions
Estate Planning Law Center
5 out of 5
Location 555 French Rd, New Hartford, NY 13413, USA
Phone (315) 793-3622
Directions
Mackay, Caswell & Callahan, P.C.
5 out of 5
Location 258 Genesee St #602, Utica, NY 13502, USA
Phone (315) 478-4823
Directions
The Miga Law Firm
5 out of 5
Location 2106 Genesee St, Utica, NY 13502, USA
Phone (315) 724-4545
Directions
Steates Remmell Steates
Location 408 Lomond Pl, Utica, NY 13502, USA
Phone (315) 724-6175
Directions
Kalil Waddie N
4 out of 5
Location 1602 Sunset Ave # 1, Utica, NY 13502, USA
Phone (315) 797-1150
Directions
Fusco Law Office
5 out of 5
Location 2311 Genesee St, Utica, NY 13501, USA
Phone (315) 724-3115
Directions
La Fache Anthony J
5 out of 5
Location 288 Genesee St # 2, Utica, NY 13502, USA
Phone (315) 793-8800
Directions
Paul Pimpinella, Esq. Compson & Pimpinella, PLLC
5 out of 5
Location 2310 Genesee St, Utica, NY 13502, USA
Phone (315) 724-5147
Directions
Goldbas and LaReaux, Attorneys at Law
5 out of 5
Location 185 Genesee St Suite 905, Utica, NY 13501, USA
Phone (315) 724-2248
Directions
Hobaica Law Office
4 out of 5
Location 2045 Genesee St, Utica, NY 13501, USA
Phone (315) 624-7777
Directions
Jennifer McDonnell, Esq.
5 out of 5
Location Legacy Building, 555 French Rd, New Hartford, NY 13413, USA
Phone (315) 793-3622
Directions
Zumpano David J
3 out of 5
Location French Rd, New Hartford, NY 13413, USA
Phone (315) 793-3622
Directions
Law Offices of Eisenhut & Eisenhut
4 out of 5
Location 25 Hopper St, Utica, NY 13501, USA
Phone (315) 724-7523
Directions
Di Giorgio Jr Peter J
4 out of 5
Location 2103 Genesee St, Utica, NY 13501, USA
Phone (315) 738-7101
Directions
Kowalczyk & Deery LLP
5 out of 5
Location 185 Genesee St Ste 12, Utica, NY 13501, USA
Phone (315) 724-3164
Directions
Starczewski Law Firm
4 out of 5
Location 508 Seneca St, Utica, NY 13502, USA
Phone (315) 731-8710
Directions
Lisa M. Heintz - Compson & Pimpinella, PLLC
Location 2310 Genesee St, Utica, NY 13502, USA
Phone (315) 724-5147
Directions
Estate Planning Lawyers in Utica, NY

Where Estate Planners in Utica, NY Serve

Utica, NY is a city in the Mohawk Valley that boasts a rich history and diverse community. The city is home to several landmarks, including the Utica Zoo, the Stanley Theatre, and the Munson-Williams-Proctor Arts Institute. Utica is also known for its delicious Italian cuisine, with popular restaurants like Chesterfield's and Roma's. Top employers in Utica include Utica College, the Mohawk Valley Health System, and ConMed Corporation. The city is conveniently located near major highways, including the New York State Thruway and Route 5. Downtown Utica is home to several notable streets, including Genesee Street and Bleecker Street. Utica is made up of several distinct neighborhoods, each with its own unique character. East Utica is known for its vibrant Latino community, while West Utica is home to many Italian-Americans. Other neighborhoods include Cornhill, South Utica, and North Utica.

Financial Services Related to Estate Planning in Utica, NY

Banks and Credit Unions

Residents of Utica, NY would be helped by a bank in many ways. One of the most common ways is by providing them with access to financial services such as checking and savings accounts, loans, and credit cards. In a city like Utica, where the cost of living is relatively high, having a bank that can offer affordable financial solutions can be crucial for many families. Additionally, a bank can help residents of Utica by providing them with financial education and resources to help them make informed decisions about their money. With a strong banking partner, residents of Utica can feel more financially secure and empowered to achieve their financial goals.

Insurance Broker

Residents of Utica, NY can benefit greatly from the services of an insurance broker. With the harsh winters that Utica experiences, having proper coverage for home damage caused by snow and ice is crucial. An insurance broker can help residents find the best coverage for their specific needs and budget, ensuring that they are protected in the event of a weather-related incident. Additionally, Utica has a large population of small business owners who may need assistance with finding the right insurance coverage for their company. An insurance broker can help these entrepreneurs navigate the complex world of business insurance and ensure that they have the necessary coverage to protect their livelihood. Overall, an insurance broker can provide valuable assistance to the residents of Utica, NY in finding the right insurance coverage for their unique needs.

Retirement Planning

Residents of Utica, NY could benefit greatly from the services of a retirement planner. With a population of over 60,000 people, there are many individuals who may not have a clear understanding of how to plan for their retirement. A retirement planner can help residents of Utica, NY by providing guidance on how to save for retirement, what types of investments to consider, and how to create a budget to ensure that they are able to meet their financial goals. Additionally, due to the harsh winters in Utica, NY, a retirement planner can help residents plan for unexpected expenses that may arise during the winter months, such as increased heating costs or property damage due to snow and ice. By working with a retirement planner, residents of Utica, NY can feel more confident about their financial future and have peace of mind knowing that they are prepared for whatever life may bring.

Wealth Management

Residents of Utica, NY could benefit from the assistance of a wealth manager in a variety of ways. One of the most common ways is by helping them create a comprehensive financial plan that takes into account their unique needs and goals. A wealth manager can also provide guidance on investment strategies, tax planning, and retirement planning. Additionally, residents of Utica, NY may benefit from a wealth manager's expertise in managing risk and protecting their assets. For example, with the city's proximity to the Adirondack Mountains, a wealth manager can help residents navigate the risks associated with owning property in a high-risk flood zone. Overall, a wealth manager can provide residents of Utica, NY with the peace of mind that comes with having a solid financial plan in place, tailored to their individual needs and circumstances.

Financial Advisor

Residents of Utica, NY could benefit from the expertise of a financial advisor in a number of ways. For one, the city has a relatively high poverty rate, with over 30% of residents living below the poverty line. A financial advisor could help these individuals create a budget and savings plan, as well as provide guidance on how to invest any extra income. Additionally, Utica is home to many small businesses, which could also benefit from the services of a financial advisor. These advisors could help business owners with financial planning, tax strategies, and investment decisions, which could ultimately lead to greater success and growth for their businesses. Overall, a financial advisor could provide valuable support and guidance to the residents of Utica, helping them to achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Residents of Utica, NY would greatly benefit from the expertise of a mortgage loan officer. These professionals can provide guidance and support throughout the home buying process, from pre-approval to closing. In a city where the median home value is $83,000, many residents may need assistance securing financing. A mortgage loan officer can help potential homebuyers navigate the various loan options available and find the best fit for their individual financial situation. Additionally, for those looking to refinance their current home, a loan officer can provide valuable insight into the process and help homeowners find the best rates and terms. With the help of a skilled mortgage loan officer, residents of Utica, NY can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Utica, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can assist Utica residents is by helping them navigate the complex tax laws and regulations specific to New York state. For example, Utica residents may be eligible for certain tax credits or deductions that are unique to the state, such as the Empire State Child Credit or the New York State School Tax Relief (STAR) program. A tax advisor can also help residents properly file their taxes, ensuring they are taking advantage of all available deductions and avoiding costly mistakes that could result in penalties or audits. With the help of a tax advisor, residents of Utica can feel confident that their taxes are being handled correctly and that they are maximizing their tax savings.

Utica, NY Financial Resources

Utica, NY Chamber of Commerce

https://greateruticachamber.org/

Utica, NY City Hall

https://www.cityofutica.com/

Utica, NY Public Library

https://www.uticapubliclibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs