TOP 10 Estate planning in Old Lyme, Connecticut

Exencial Wealth Advisors, located at 83 Halls Road in Old Lyme, Connecticut, is a finance institution that provides financial advice and execution to clients across the United States. Their core philosophy is "Integrated beats fragmented," believing that coordinating investment management with other areas of a client's financial picture such as planning, taxes, estate, and risk, leads to improved outcomes. The institution offers customized portfolios, tax and accounting services, and a comprehensive E3 process that includes Evaluation, Execution, and Evolution as clients' needs change. Their team of 9 CPAs and 10 CFPs bring expertise in retirement planning, tax projections, and balance sheet preparation to create tailored financial plans.

Benchmark Wealth Management is a leading financial institution located at 83 Halls Road in Old Lyme, Connecticut, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a focus on providing exceptional service and building long-lasting relationships, Benchmark Wealth Management is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Nicholas Holmes is a trusted Bankers Life Agent and Investment Advisor located at 6 Vista Drive in Old Lyme, Connecticut. Specializing in a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, Nicholas Holmes is dedicated to helping clients find the best coverage for their needs. As a Financial Advisor with Bankers Life Advisory Services, Nicholas Holmes can assist with Medicare Advantage plans, offering a comprehensive alternative to Original Medicare Parts A and B. With options for prescription drug coverage and affordable premiums, Medicare Advantage Plans provide peace of mind with an annual maximum out of pocket limit.

Valerie Ann Votto LLC is a reputable law firm located at 49 Halls Road in Old Lyme, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate transactions, the firm is dedicated to providing top-notch legal services to clients in the United States. With a strong commitment to professionalism and client satisfaction, Valerie Ann Votto LLC is known for its expertise, integrity, and personalized approach to each case. Whether you are facing a legal issue or seeking legal advice, the experienced team at Valerie Ann Votto LLC is here to help.

Located at 19 Halls Road in Old Lyme, Connecticut, The Law Office of Khorey L. Peterson is a trusted institution run by attorney Khorey Peterson. With a Bachelor's degree in Liberal Arts and Sciences from the University of Connecticut and a Juris Doctor from Roger Williams University School of Law, Attorney Peterson is well-equipped to handle legal matters. She is admitted to practice before the Connecticut state bar and is a member of various professional organizations, including the American Bar Association and Connecticut Bar Association. Specializing in real estate and estate planning, Attorney Peterson offers expert legal services to her clients.

The Law office of William T. Koch, Jr, Hannah Koch Storton is a reputable legal institution located at 44 Lyme Street in Old Lyme, Connecticut, United States. Specializing in various areas of law, including but not limited to personal injury, criminal defense, family law, and estate planning, the team of experienced lawyers at this firm is dedicated to providing top-notch legal representation and guidance to their clients. With a strong commitment to professionalism, integrity, and client satisfaction, the Law office of William T. Koch, Jr, Hannah Koch Storton is a trusted choice for individuals seeking expert legal counsel in the Old Lyme area.

Seifert & Hogan is a reputable law firm located at 66 Halls Road in Old Lyme, Connecticut, United States. Specializing in various areas of law, the experienced attorneys at Seifert & Hogan provide expert legal advice and representation to clients in need. With a commitment to excellence and a strong track record of success, this institution is dedicated to helping individuals navigate the complexities of the legal system with professionalism and integrity. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Seifert & Hogan is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Lanier Legal Group LLC is a reputable law firm located at 4 Davis Road West in Old Lyme, Connecticut. Specializing in a wide range of legal services, their team of experienced lawyers are dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Lanier Legal Group LLC is committed to helping you navigate the legal system with ease and confidence. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Kitchings & Potter is a well-respected institution located at 5 Davis Road East in Old Lyme, Connecticut, United States. Specializing in estate and tax planning, wills and trusts, charitable gifts, probate law, and estate administration, Kitchings & Potter has been providing professional and compassionate service to its clients since its founding in 1997. Recently, Kitchings & Potter joined forces with Shipman & Goodwin LLP, expanding their Trusts & Estates practice. Founders Suzanne D. Kitchings and Edward (Ted) B. Potter, along with their team, will continue to serve clients from their Old Lyme office, now operating under the Shipman & Goodwin name.

The Law Offices of Jason L. McCoy, LLC is a reputable legal firm located at 19 Halls Road in Old Lyme, Connecticut. Specializing in various areas of law, including personal injury, family law, and criminal defense, Attorney Jason L. McCoy and his team provide expert legal representation and guidance to clients in need. With a commitment to professionalism, integrity, and client satisfaction, the Law Offices of Jason L. McCoy, LLC is dedicated to achieving the best possible outcomes for their clients. Contact them today for a consultation to discuss your legal needs.

Kevin Agan Jr, Bankers Life Insurance Agent is located at 6 Vista Drive in Old Lyme, Connecticut. Our insurance agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare, including comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. As the need for long-term care becomes increasingly important, we can help you start planning for the future and have important discussions with your loved ones. Visit us today to start planning your next steps towards a secure future.

Jaclyn Lasaracina, Bankers Life Agent in Old Lyme, Connecticut, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Jaclyn Lasaracina, as a Unit Supervisor and Insurance Sales Representative, is dedicated to helping clients find the right coverage, especially when it comes to Medicare Advantage plans. These plans offer all-in-one coverage, including options for prescription drug coverage, with some plans even offering premiums as low as $0 per month. With the rising costs of healthcare and the inevitability of needing long-term care, it's important to start planning ahead. Visit Jaclyn Lasaracina, Bankers Life Agent in Old Lyme to discuss your insurance needs and start planning for the future.

Collin Brown, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Our team of dedicated professionals includes Kevin Agan, Kobey Coburn, Timothy Fava, Brenden Ferrigno, Nicholas Holmes, Stanley Kesilewski, Bruce Kocsis, Richard Lasaracina, Jaclyn Lasaracina, Kristofer Macneill, Cory Muckle, Ryan Park, David Preli, Andrew Smith, Aidan Walls, Alicia White, and Rachel Zaizar. We offer a range of insurance and financial services to meet the needs of our clients. Whether you are looking for insurance coverage or financial advice, our experienced team is here to help. Contact us today to learn more about how we can assist you with your insurance needs.

Sara Sleboda, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut. As a trusted agent of Bankers Life, Sara Sleboda provides a range of insurance products and services to help clients protect their financial future. With a commitment to personalized service and tailored insurance solutions, Sara Sleboda is dedicated to helping individuals and families find the coverage they need. Contact Sara Sleboda, Bankers Life Agent today to discuss your insurance needs and secure your peace of mind.

Alyssa Parks, Bankers Life Agent is an insurance agency located at 6 Vista Drive in Old Lyme, Connecticut, United States. Specializing in providing insurance solutions from Bankers Life, Alyssa Parks is dedicated to helping clients protect their financial future. With a focus on personalized service and comprehensive coverage options, Alyssa Parks, Bankers Life Agent is committed to helping individuals and families navigate the complexities of insurance planning. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.