TOP 30 Estate planning strategies in Maryland

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Sullivan Wealth Management is a leading financial institution located at 4709 Montgomery Lane in Bethesda, Maryland, United States. With a team of experienced professionals, we provide personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to each client's unique needs. Visit us today to learn how we can help you secure your financial future.

RS&F, LLC is a leading accounting and finance institution located at 405 York Road, Towson, Maryland, United States. Specializing in driving impact for sophisticated families and organizations, RS&F offers a range of services including tax preparation, long-term business and estate planning, restructuring of systems, and strategic financial advice. With a stable and experienced staff, the partners at RS&F are accessible and attentive to the needs of their clients, whether they are small businesses or individuals. Clients have praised RS&F for their superior work, efficient systems restructuring, and valuable tax strategies that have led to successful business deals. The institution's team members are considered their most valuable asset, creating a culture of independence, flexibility, opportunity, and empowerment. If you are looking for thoughtful and professional accounting and consulting services, RS&F, LLC comes highly recommended.

James M Newby & Associates is a reputable accounting and finance institution located at 3233 Superior Lane in Bowie, Maryland, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you need assistance with tax compliance or financial management, James M Newby & Associates is here to help you achieve your financial goals.

Kauffman|Kim, LLP is a reputable accounting and finance institution located at 9256 Bendix Road in Columbia, Maryland, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or managing your company's financials, Kauffman|Kim, LLP is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Freedom Path Financial is located at 5054 Dorsey Hall Drive in Ellicott City, Maryland, United States. This institution specializes in providing benefits solutions for independent IT contractors, physicians, and families looking to secure their financial future. With tailor-made solutions, Freedom Path Financial offers peace of mind and empowers individuals to thrive in their respective fields. Whether you are an independent IT contractor looking to excel in your profession or a physician seeking to protect your hard-earned success, Freedom Path Financial has the expertise to guide you towards financial stability. From life insurance planning to estate planning and college funding strategies, this institution offers comprehensive solutions to meet your financial goals. Take the first step towards a brighter future by exploring the specialized services from Freedom Path Financial today. Your journey to financial peace starts here.

The Quantum Group is a renowned insurance brokerage firm located at 100 International Drive in Baltimore, Maryland, United States. Specializing in providing unbiased insurance services and innovative solutions, we have over four decades of experience in using life insurance for tax mitigation, asset protection, and diversification for ultra-affluent families, executives, and professional athletes. Our expertise lies in underwriting significant amounts of life insurance protection, negotiating the best possible underwriting classifications to reduce premiums and make life insurance a more effective planning tool. We understand the financial needs of individuals navigating estate planning and asset protection goals, offering tailored solutions to meet specific circumstances.

New York Life is an insurance agency located in Laurel, Maryland, United States. We offer permanent policies with guaranteed death benefits and cash value that grows over time. Our long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. We provide support for everyday tasks, replace lost income due to sickness or injury, and offer expert guidance on investment strategies and estate planning. Our diverse and welcoming workplace is dedicated to helping families protect their financial futures, with over 12,000 agents nationwide ready to address your unique needs. With over 175 years of experience, we uphold values of diversity, responsibility, and service, and are committed to making a positive impact in the communities we serve. Our mission is to help individuals, families, and communities thrive, with a focus on charitable giving, volunteerism, and supporting educational and bereavement initiatives. Join us in creating a better world for all.

The Financial Edge is a leading institution specializing in accounting and finance located at 2 East Rolling Crossroads in Catonsville, Maryland, United States. With a team of experienced professionals, The Financial Edge offers expert financial services to individuals and businesses, helping them navigate the complex world of accounting and finance. Whether you need assistance with tax preparation, financial planning, or investment management, The Financial Edge is committed to providing top-notch expertise and personalized solutions to help you achieve your financial goals.

Ferdinand Mack, Bankers Life Agent is a reputable insurance agency located at 1101 Opal Court in Hagerstown, Maryland, United States. Specializing in providing top-notch insurance services, they offer a wide range of coverage options to meet the unique needs of their clients. With a team of dedicated professionals, Ferdinand Mack, Bankers Life Agent is committed to helping individuals and families protect their financial future. Contact them today to learn more about their insurance products and services.

Citizens First Financial Group is an insurance agency located at 8542 Stevenswood Road in Milford Mill, Maryland, United States. Our dedicated team is committed to putting our customers first and providing personalized financial solutions to meet their needs. With a focus on building trust and long-lasting relationships, we strive to provide excellent service and support for all of your insurance needs. Contact us today to learn more about how Citizens First Financial Group can help you secure your financial future.

Deborah Williams, Bankers Life Agent in Glen Burnie, Maryland, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Deborah can help you navigate the complexities of healthcare and long-term care planning. Located at 799 Cromwell Park Drive, Deborah Williams is your go-to insurance sales representative for all your insurance needs. Start planning for your future today with Deborah Williams, Bankers Life Agent.

John P Geremia LLC is a reputable institution located at 8331 Lincoln Drive in Jessup, Maryland, United States. Specializing in providing top-notch financial and legal services, this institution is known for its professionalism and expertise in the field. With a team of experienced professionals, John P Geremia LLC is dedicated to helping clients navigate through complex financial and legal matters with ease. Whether you need assistance with tax planning, estate planning, or investment strategies, you can count on John P Geremia LLC to provide you with personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals and secure a stable future.

Merrill Lynch Wealth Management, located at 11810 Grand Park Avenue in North Bethesda, Maryland, is a finance institution offering a wide range of services to individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working with clients to identify their goals and create financial strategies to meet their long-term objectives.

Merrill Lynch Financial Advisor Daniel J Eastep is a trusted financial institution located at 11810 Grand Park Avenue in North Bethesda, Maryland, United States. Specializing in finance, they provide expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a focus on integrity and professionalism, Merrill Lynch Financial Advisor Daniel J Eastep is dedicated to providing top-notch service and guidance to clients in the Maryland area.

Merrill Lynch Financial Advisor Diego J Dominguez, located at 11810 Grand Park Avenue in North Bethesda, Maryland, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on helping clients stay informed about market trends and global economic developments, the institution provides personalized wealth management strategies tailored to individual needs. The Lvovsky Baker Group, part of Merrill Lynch, specializes in assisting successful individuals, executives, business owners, healthcare professionals, and retirees in managing their wealth effectively. The team at The Lvovsky Baker Group takes a collaborative and forward-looking approach to financial planning, incorporating insights from clients' CPAs, attorneys, and Bank of America Private Bank specialists to create comprehensive strategies that address tax minimization and estate planning considerations. With a focus on wealth preservation and retirement readiness, advisors Steve Lvovsky and Ryan Baker work closely with clients to identify and prioritize their financial goals, crafting risk-managed portfolios that align with their aspirations.

Brian Avrunin is a Financial Advisor at Ameriprise Financial Services, LLC located at 6400 Goldsboro Road in Bethesda, Maryland, United States. Brian holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian is dedicated to providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, estate planning, retirement planning, and investment strategies. Contact Brian Avrunin for expert financial advice tailored to your specific needs.

erstanding your priorities, risk tolerance, and financial goals, Merrill Lynch Financial Advisor Patrick M Lively at 11810 Grand Park Avenue in North Bethesda, Maryland, is dedicated to providing personalized financial advice and guidance. With a focus on helping successful individuals and families pursue their aspirations, our team works closely with clients to develop customized plans that align with their unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, our comprehensive approach considers your current situation and long-term aspirations. Backed by the global resources of Merrill and banking solutions from Bank of America, our team is committed to building strong client relationships based on trust and personalized service. Recognized for exemplary client service by Forbes, our advisors strive to set the standard for wealth management. Contact us today to begin a conversation about your financial goals and how we can help you achieve them.

Riibner & Associates is a reputable accounting and finance institution located at 10410 Kensington Parkway in Kensington, Maryland, United States. With a team of experienced professionals, they provide 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. Visit Riibner & Associates today for all your accounting and finance needs.