Estate tax planning in Alabama

Merrill Lynch Financial Advisor David B Walker, located at 3674 Dauphin Street, Mobile, Alabama, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With the resources of one of the world's largest financial institutions at their back, clients can prepare for the joys and challenges of retirement, build a steady course to retirement, and work with estate planning attorneys and tax advisors to preserve and protect their wealth. David and his team prioritize understanding their clients' family needs and goals, offering personalized service and transparency in their financial strategies. With credentials including the CERTIFIED FINANCIAL PLANNER CFP certification and the Certified Private Wealth Advisor CPWA® designation, David is committed to helping clients grow and preserve their wealth, support their lifestyle, and pass their wealth to the next generation. By focusing on clients' aspirations and encouraging them to ask questions about what matters most, David designs and implements personalized plans to help clients pursue their financial goals while managing investment risk. Through conversations and the Investment Personality Assessment, David gets to know clients better as investors, customizing financial approaches to help them pursue what matters most. With tools to track changes in clients' lives and goals, David and his team help clients stay on track to achieve their goals. By putting clients first and building customized investment approaches, Merrill Lynch Financial Advisor David B Walker helps clients address financial complexities and pursue their goals.

Merrill Lynch Financial Advisor Stephanie Lynn Kastrup is located at 601 North Section Street in Fairhope, Alabama, United States. The institution, part of THE HARTY CARPENTER GROUP, offers over 100 years of industry and practical experience in helping clients manage and prepare for their financial futures. The team of Financial Advisors believes in earning trust as the foundation for lasting relationships. They provide personalized total wealth management strategies tailored to individual needs, drawing upon vast resources to help clients achieve their financial goals. The institution takes a collaborative approach, getting to know clients and their families, financial situations, and priorities to build personalized financial strategies. Advisors are dedicated to helping clients pursue their goals by offering transparent investment guidance aligned with what matters most to each individual. The team works closely with clients to identify short- and long-term objectives, develop financial strategies, and manage risk.

Merrill Lynch Wealth Management, located at 569 Brookwood Village in Birmingham, Alabama, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides financial strategies tailored to each client's unique goals and challenges. In addition to wealth planning advice, the institution offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, Merrill Lynch's advisors work closely with clients to understand their financial goals, lifestyle preferences, and multi-generational needs. By leveraging industry analysts and specialists, advisors create customized financial strategies designed to meet long-term objectives. The institution also actively participates in volunteerism and charitable outreach to support the communities where they operate.

Hudson & Windle Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, updating strategies as life changes. Clients can access their investments and accounts securely from any device. The team is backed by the Ameriprise Investment Research Group, providing guidance on market conditions. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. They value referrals and strive to help friends and family achieve their financial goals.

Merrill Lynch Financial Advisor Neal Carroll is a finance institution located at 100 Grandview Place, Birmingham, Alabama, United States. Neal Carroll has been with Merrill Lynch Wealth Management since 2003 and brings extensive experience in providing wealth management advice and services. Specializing in financial strategy and portfolio management, Neal focuses on portfolio construction, concentrated stock management, tax-minimization strategies, estate planning, trust and philanthropic planning, as well as working with corporate clients on cash management, lending, retirement plans, and business advisory services. Neal is a Certified Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. He is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill. Neal's mission is to understand each client's goals and priorities to develop personalized financial plans that help manage investment risk and pursue financial goals. By focusing on potential solutions to turn goals into reality, Neal works with clients to address their financial needs and help them achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Neal aims to create a customized financial approach for each client. Through ongoing conversations and assessments, Neal ensures that clients' financial plans reflect their changing life circumstances and financial goals. As a Merrill Lynch Wealth Management Advisor, Neal Carroll is committed to helping clients navigate the complexities of their financial lives and build customized investment strategies to pursue their goals.

The Atchison Firm, located at 411 Azalea Road in Mobile, Alabama, provides legal services to clients with diverse business interests such as insurance, manufacturing, banking, environmental management, and construction. Their experienced attorneys offer advice and representation in litigation, estate planning, probate, and tax matters for individuals. With a track record of successfully defending toxic tort actions in over thirty states, the firm also specializes in document retention services and serves as a repository for various clients. Their team of attorneys collectively possess over 250 years of legal experience and are licensed to practice in Alabama and Mississippi, handling cases in both state and federal courts.

Caulder & Gray is a reputable law firm located at 1950 Stonegate Drive in Vestavia Hills, Alabama, United States. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Caulder & Gray is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Kendall Maddox & Associates is a leading financial consulting firm located at 2550 Acton Road in Birmingham, Alabama, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment planning, retirement planning, tax planning, estate planning, and more. At Kendall Maddox & Associates, we are dedicated to providing personalized and comprehensive financial solutions to our clients. Contact us today to schedule a consultation and take the first step towards a secure financial future.

The Law Offices of David M. Cowan, LLC is a dedicated institution located at 2020 Canyon Road in Vestavia Hills, Alabama. Specializing in personal injury cases, our experienced attorneys have been serving clients in Birmingham for nearly five decades. Our core principles include never compromising on what is right and ensuring that our clients receive full justice. We believe in fighting for working people and their families, and we do not represent corporations or insurance companies. Our warm and friendly staff will make you feel like family as we work tirelessly on your case. If we do not obtain a financial recovery for you, you will not have to pay any attorney’s fees. Trust in our recognized attorneys to provide you with the highest quality legal services. Contact us today at 2020 Canyon Road, Suite 150, Vestavia Hills, AL 35216. Please note that the information on this website is not formal legal advice and does not establish an attorney-client relationship.

Hamer Law Group, LLC is a reputable institution located at 2100 1st Avenue North in Birmingham, Alabama, United States. Specializing in accounting, finance, and legal services, the firm offers expert guidance and support in navigating complex financial and legal matters. With a team of experienced professionals, Hamer Law Group, LLC is dedicated to providing top-notch services to meet the diverse needs of their clients. Whether you are seeking assistance with tax planning, estate planning, or legal representation, you can trust Hamer Law Group, LLC to deliver personalized solutions tailored to your specific needs.

Larry Knopf Attorneys, P.C. is a reputable law firm located at 832 Green Springs Highway in Birmingham, Alabama. Specializing in various areas of law, the team of skilled attorneys at Larry Knopf Attorneys, P.C. is dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, this firm is known for its professionalism, integrity, and personalized approach to each case. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Larry Knopf Attorneys, P.C. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

K. H. Jackson Law Offices is a reputable legal institution located at 1124 East Main Street in Prattville, Alabama, United States. Specializing in various areas of law, their team of skilled lawyers provides expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, K. H. Jackson Law Offices is a trusted choice for individuals seeking top-notch legal services in the Prattville area.

Lewis Law Firm is a reputable legal institution located at 1007 Jackson Trace Road in Wetumpka, Alabama. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in various practice areas including personal injury, criminal defense, family law, and more. With a commitment to excellence and a track record of success, Lewis Law Firm is here to advocate for your rights and help you navigate the legal system with confidence. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

McGee Law Firm is a reputable legal institution located at 206 South Pine Street in Florence, Alabama. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients in various practice areas including personal injury, criminal defense, family law, and more. We pride ourselves on our commitment to client satisfaction and our ability to achieve successful outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Derrick Forbes Law, LLC is a reputable law firm located at 625 18th Street North in Bessemer, Alabama, United States. Specializing in a wide range of legal services, including criminal defense, personal injury, family law, and estate planning, our experienced attorneys are dedicated to providing high-quality representation to clients in need. With a commitment to personalized attention and effective advocacy, Derrick Forbes Law, LLC is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation.

Covenant Law Firm, P.C., located in Birmingham, Alabama, is a reputable law firm specializing in civil litigation. Led by founder Barry Vickery, who holds an MBA and is a CPA, the firm offers legal counsel for a wide range of cases including breaches of contract, estate and trust matters, family law issues, tax-related matters, and defense cases. With over 25 years of experience, Barry Vickery's unique background in business, accounting, and law allows him to effectively tackle even the most complex legal challenges. The Birmingham business lawyers at Covenant Law Firm are dedicated to helping clients start and operate their own businesses smoothly by providing expert legal guidance and preparing necessary documents. Additionally, the firm offers estate planning services to ensure that wills, trusts, and estates are properly structured to comply with laws and reflect the individual's wishes.

The Mantooth/Pols Group at Morgan Stanley is a leading finance institution located in Huntsville, Alabama. With a prime location at 305 Church Street Southwest, this group offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Mantooth/Pols Group at Morgan Stanley is dedicated to helping you navigate the complexities of the financial market. Visit their office in Huntsville today to learn more about their services and how they can help you secure your financial future.

The Monte Sano Group at Morgan Stanley is a leading financial institution located in Huntsville, Alabama. Our team of experienced professionals provides comprehensive financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our team is dedicated to providing personalized and strategic guidance. Visit us at 305 Church Street Southwest to learn more about how we can help you secure your financial future.

Jarrod D. Nichols Law P.C. is a reputable law firm located at 1232 Blue Ridge Boulevard in Hoover, Alabama, United States. Specializing in various areas of law, including criminal defense, family law, and personal injury, our experienced team of attorneys is dedicated to providing top-notch legal representation and personalized service to each client. With a track record of success and a commitment to upholding the highest ethical standards, Jarrod D. Nichols Law P.C. is the trusted choice for individuals in need of legal assistance in the Hoover area. Contact us today for a consultation to discuss your legal needs.

Caddell Thomas A is a well-respected law firm located in Decatur, Alabama. Specializing in various legal matters, the firm is known for its dedication to providing top-notch legal services to its clients. With a convenient location on Johnston Street Southeast, Caddell Thomas A is easily accessible for those in need of legal representation in the Decatur area. Whether you are facing a personal injury case, need assistance with estate planning, or have a complex business dispute, the experienced lawyers at Caddell Thomas A are here to help. Trust in their expertise and professionalism to guide you through your legal challenges with confidence.

Whitmire, House, Propst & Richardson, LLP is a reputable finance institution located at 810 6th Avenue Southeast in Decatur, Alabama, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax planning, investment management, estate planning, or any other financial matter, Whitmire, House, Propst & Richardson, LLP is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you secure your financial future.

Argo | Hughes | Alfreds, LLC is a premier law firm located at 475 Providence Main Street Northwest in Huntsville, Alabama. Specializing in a wide range of legal services, including corporate law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch representation and personalized solutions for our clients. With a commitment to excellence and a track record of success, Argo | Hughes | Alfreds, LLC is the go-to firm for all your legal needs in Huntsville and beyond. Contact us today to schedule a consultation.

Capell & Howard P.C. Attorneys At Law is a reputable law firm located at 317 Magnolia Avenue in Fairhope, Alabama. With a team of experienced and dedicated attorneys, they provide a wide range of legal services to individuals and businesses in the area. Whether you need assistance with estate planning, real estate transactions, business law, or litigation, Capell & Howard P.C. is committed to providing high-quality legal representation tailored to meet your specific needs. With a focus on professionalism and client satisfaction, they are trusted advocates for their clients in the legal community. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Adams Law PC is a reputable law firm located in Birmingham, Alabama. Specializing in a wide range of legal services, their team of experienced lawyers are dedicated to providing top-notch legal representation to their clients. Located at 413 16th Street North, Adams Law PC is known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal matters, Adams Law PC is here to help.

McClinton Garrett & Associates is a reputable financial consulting firm located at 2 Perimeter Park South in Birmingham, Alabama, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, tax consulting, and estate planning. Their personalized approach ensures that each client receives tailored solutions to meet their specific financial goals. Trust McClinton Garrett & Associates to provide expert guidance and support in navigating the complexities of the financial world.

Holt Barry Attorney At Law is a prestigious law firm located at 3164 Parliament Circle in Montgomery, Alabama. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing top-notch representation and guidance to our clients. Whether you are in need of assistance with tax matters, estate planning, or business law, we are here to help. Trust Holt Barry Attorney At Law for all of your legal needs in Montgomery, Alabama.

Edward Jones is a renowned finance institution located in Mobile, Alabama, United States. With a strong reputation for providing personalized investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offers a wide range of services, including retirement planning, wealth management, and investment strategies tailored to each client's unique needs. Whether you are planning for the future or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way.

Dentons Sirote is a prestigious law firm located at 1 Saint Louis Street in Mobile, Alabama, United States. Situated in the heart of downtown Mobile, Dentons Sirote is surrounded by the bustling business district of the city. The Mobile office of Dentons Sirote is housed in a beautifully preserved 1907 building, where a team of skilled lawyers work tirelessly to provide superior legal solutions to clients from various industries. The firm handles a wide range of legal matters, including corporate transactions, health care, civil trials, insurance, commercial litigation, labor and employment, tax planning, and estate planning and administration. The lawyers at Dentons Sirote in Mobile have been recognized for their excellence, with accolades such as being named Best Lawyers' "Lawyers of the Year" in Mobile, inclusion in The Best Lawyers in America, and being named to the Mid-South Super Lawyers list. The firm's attorneys are deeply rooted in the Mobile community, with one lawyer even serving as the general conservator for Mobile County.

MMT Financial Services is a reputable accounting and finance institution located at 918 Florence Boulevard in Florence, Alabama, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, we are here to assist you every step of the way. Trust MMT Financial Services to help you achieve your financial goals and secure a prosperous future.

Carver DeWitt & Palm LLC is a reputable accounting and finance institution located at 1820 Rice Mine Road North in Tuscaloosa, Alabama, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with budgeting, investments, or estate planning, Carver DeWitt & Palm LLC is dedicated to helping you achieve your financial goals.