Estate tax 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.

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.