TOP 30 Best Estate tax planning in Easton, Maryland

The Easton Group - Morgan Stanley is a leading financial institution located at 28601 Marlboro Avenue in Easton, Maryland, United States. Specializing in providing comprehensive financial services, the institution offers wealth management, investment banking, and advisory services to a diverse range of clients. With a team of experienced professionals and a commitment to excellence, The Easton Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.

FBB Capital Partners, located at 117 Bay Street in Easton, Maryland, is a finance institution that offers highly personalized wealth management services. Their team of credentialed, fee-only financial advisors and planning experts provide objective advice to help clients meet their financial goals. With customized portfolio recommendations and financial planning, FBB Capital Partners caters to financially established individuals and institutions in Bethesda, Easton, the Washington, DC metropolitan area, the Eastern Shore of Maryland, and nationwide. With over thirty years of experience, FBB Capital Partners takes an unbiased approach to helping clients make intelligent financial decisions to secure their legacy for future generations. As fiduciaries, they prioritize client goals and objectives, providing personalized attention and customization rarely seen in the industry.

Miller Grimes Wealth Planning Group is a leading finance institution located at 30 Goldsborough Street in Easton, Maryland, United States. With a team of experienced financial advisors, they offer comprehensive wealth planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Miller Grimes Wealth Planning Group provides personalized strategies tailored to your specific needs. Trust in their expertise and dedication to financial success.

Bay Country Financial Services is a trusted finance institution located at 28601 Marlboro Avenue in Easton, Maryland, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Visit us today to learn more about how Bay Country Financial Services can help you secure your financial future.

Wye Financial Partners is a reputable finance institution located at 16 North Washington Street, Easton, Maryland, United States. With a team of experienced financial advisors, we offer a wide range of services including investment management, retirement planning, wealth management, and more. Our goal is to provide personalized financial solutions to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you with your financial needs.

PNC Private Bank, located at 101 Bay Street in Easton, Maryland, is a prestigious financial institution offering personalized wealth management services to high-net-worth individuals. With a strong focus on building long-term relationships and providing tailored financial solutions, PNC Private Bank is dedicated to helping clients achieve their financial goals. From investment management to estate planning, our team of experienced advisors is committed to delivering exceptional service and expertise to meet the unique needs of each client. Visit us today to experience the difference of banking with PNC Private Bank.

Merrill Lynch Wealth Management, located at 114 Bay Street in Easton, Maryland, offers comprehensive finance services to help clients achieve their financial goals. The branch provides personalized wealth management strategies, retirement income planning, and access to philanthropic services through Bank of America. The experienced advisors at Merrill Lynch have the knowledge and resources to assist with retirement planning, concentrated stock positions, traditional investments, and estate planning services. The branch is committed to client satisfaction, taking the time to understand each individual's goals and financial situation in order to create customized strategies. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations. Clients benefit from the expertise of industry-skilled advisors, supported by Merrill's investing insights and leading financial services technology.

Merrill Lynch Financial Advisor Semene Gilden, located at 114 Bay Street, Easton, Maryland, United States, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Semene Gilden works closely with clients to create flexible strategies tailored to their financial goals and changing market conditions. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and priorities, with a focus on achieving what matters most to them. By utilizing the Investment Personality Assessment, Semene Gilden gains a deeper understanding of each client's investing preferences, allowing for a customized financial approach that aligns with their individual needs.

Booth, Booth, Cropper and Marriner, PC is a renowned law firm located at 130 North Washington Street in Easton, Maryland, United States. With a team of experienced and knowledgeable lawyers, they provide expert legal services in various areas of law. Whether you are in need of representation for personal injury cases, family law matters, or estate planning, this firm is dedicated to providing top-notch legal assistance to their clients. Their commitment to excellence and professionalism sets them apart as a trusted institution in the legal community.

Charles T Capute LLC is a reputable law firm located at 1006 South Washington Street in Easton, Maryland, United States. Specializing in various legal services, the firm is known for its dedication to providing top-notch representation and guidance to clients in need. With a team of experienced and skilled lawyers, Charles T Capute LLC is committed to delivering personalized and effective solutions for a wide range of legal matters. Whether you are facing a complex legal issue or need assistance with a simple legal matter, the professionals at Charles T Capute LLC are here to help. Contact them today to schedule a consultation and learn more about how they can assist you.

Armistead, Lee, Rust & Wright, P.A. is a prestigious law firm located at 114 Bay Street in Easton, Maryland, United States. With a team of experienced and dedicated lawyers, this institution specializes in providing top-notch legal services to clients in various practice areas. Whether you are in need of assistance with personal injury cases, family law matters, estate planning, or real estate transactions, the professionals at Armistead, Lee, Rust & Wright, P.A. are here to help. Known for their commitment to excellence and client satisfaction, this law firm is a trusted choice for individuals seeking expert legal representation in the Easton area.

Coon & Cole LLC is a trusted, full-service law firm located at 127 North West Street, Easton, Maryland, United States. The firm is currently assisting clients in navigating the recently enacted Corporate Transparency Act, which may have a significant impact on businesses and require immediate action for compliance. Starting on January 1, 2024, businesses are required to report information about their Beneficial Owners to the U.S. Treasury Department's FinCEN. Coon & Cole has four attorneys named to the 2024 Best Lawyers list, showcasing their expertise in various practice areas. The firm has over 30 years of experience providing legal services to Maryland businesses, handling corporate organization, commercial transactions, disputes, bankruptcy, and dissolution. Coon & Cole takes a holistic approach to developing strategies that align with clients' business goals. With a reputation for excellence, the firm offers services in various practice areas such as courtroom advocacy, business reorganizations, estate planning, contract drafting, and corporate counsel. Contact Coon & Cole to learn how they can help your business thrive.

FBB Capital Partners, located in Bethesda, Maryland, is a finance institution that offers highly personalized wealth management services. With a team of credentialed, fee-only financial advisors, they provide customized portfolio recommendations and financial planning to help clients meet their goals. Serving financially established individuals and institutions in Bethesda, Easton, the Washington, DC metropolitan area, the Eastern Shore of Maryland, and nationwide, FBB Capital Partners takes an unbiased approach to helping clients make intelligent financial decisions for future generations. As fiduciaries, they prioritize client goals and objectives to provide personalized attention and customization rarely seen in the industry. FBB Capital Partners prides itself on its highly credentialed team of experts who leverage their education and insight to help clients make informed financial decisions. They offer customized wealth management and financial planning services and encourage clients to schedule consultations with their financial advisors. With over 35 years of experience, FBB Capital Partners is dedicated to exceeding client expectations as true financial partners.

ShoreGate Partners is a premier financial advisory firm located at 29 South Harrison Street in Easton, Maryland, United States. With a team of experienced professionals, ShoreGate Partners offers a wide range of financial services including investment management, retirement planning, and estate planning. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or protect your assets, ShoreGate Partners is dedicated to helping you achieve your financial goals.

Atwell Law, LLC is a reputable law firm located in Easton, Maryland. Specializing in various legal areas, the experienced team at Atwell Law, LLC is dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, Atwell Law, LLC has the expertise to guide you through the legal process. With a commitment to excellence and client satisfaction, Atwell Law, LLC is the go-to choice for individuals seeking reliable legal counsel in the Easton area. Contact them today at 21 North Hanson Street for a consultation.

Hollis, Cronan & Fronk, P.A. is a prestigious law firm located at 111 East Dover Street in Easton, Maryland, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, estate planning, or business law, the professionals at Hollis, Cronan & Fronk, P.A. are here to help. Known for their commitment to excellence and personalized approach to each case, this institution is a trusted partner for individuals and businesses seeking legal representation. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Andersen Wealth Management, located at 6 West Dover Street in Easton, Maryland, is a finance institution dedicated to helping individuals prepare for and navigate through their retirement years. With a team of professionals who specialize in retirement planning, Andersen Wealth Management offers personalized strategies to protect, preserve, and grow assets for a secure financial future. Their four-page guide addresses common misconceptions about annuities, helping individuals make informed decisions about their financial planning. Whether you are approaching retirement or already enjoying it, Andersen Wealth Management can assist in creating a clear path towards your financial aspirations.

Eglseder Wealth Management Group is a leading financial institution located at 8694 Commerce Drive in Easton, Maryland, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Eglseder Wealth Management Group is committed to providing top-notch financial guidance and support to individuals and families. Contact us today to learn more about how we can help you grow and protect your wealth.

Mitchell J Cornwell Pa is a reputable law firm located at 127 North West Street, Easton, Maryland, United States. Specializing in estate and business planning, probate administration, and tax preparation, Mitch Cornwell has been practicing law in Easton since 1984. As a certified public accountant, Mitch has extensive experience in fiduciary and estate tax returns. He has successfully litigated cases in various courts in Talbot County, Caroline County, Queen Anne’s County, and Dorchester County, as well as represented clients before state and federal agencies such as the IRS and the U.S. Tax Court. In addition to his legal practice, Mitch has been appointed as the Talbot County Auditor and has served as the past president of the Talbot County Bar Association. He is a member of various professional associations and has been actively involved in the local community, serving in leadership roles for organizations such as the Talbot Lacrosse Association, the YMCA, and his church.

Christman & Fascetta, LLC is a reputable law firm located in Easton, Maryland. With a focus on providing expert legal services, our team of experienced lawyers is committed to delivering personalized and effective solutions for our clients. Whether you are in need of legal representation for a personal injury case, family law matter, or estate planning, our firm is dedicated to advocating for your rights and best interests. Conveniently located at 8 South West Street, Christman & Fascetta, LLC is here to assist with all your legal needs in Easton, Maryland.

The Bank of America Financial Center located at 36 North Washington Street in Easton, Maryland offers a wide range of banking and financial services to both individuals and businesses. With a strong presence in the United States, Bank of America is known for its innovative products and excellent customer service. Whether you need assistance with checking and savings accounts, loans, mortgages, or investments, the knowledgeable staff at this financial center is ready to help. Visit us today to experience the convenience and reliability of banking with Bank of America.

McAllister, DeTar, Showalter & Walker LLC is a reputable law firm located at 100 North West Street in Easton, Maryland, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Whether you are in need of assistance with estate planning, real estate transactions, business law, or any other legal matter, the professionals at McAllister, DeTar, Showalter & Walker LLC are dedicated to providing high-quality representation and personalized attention to every client. Contact them today to schedule a consultation and discuss your legal needs.

RBC Wealth Management is a leading financial institution located at 101 Bay Street in Easton, Maryland, United States. As a trusted name in finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, RBC Wealth Management is dedicated to providing tailored solutions for wealth management, investment planning, and financial guidance. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, RBC Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind.

The Colony Group is a finance institution located at 28 South Washington Street in Easton, Maryland, United States. They provide a wide range of financial services to individuals, families, and businesses, including investment management, financial planning, and wealth management. With a team of experienced professionals, The Colony Group is dedicated to helping clients achieve their financial goals and secure their financial futures. Their personalized approach and commitment to excellence set them apart as a trusted partner in financial services.

Merrill Lynch Financial Advisor Sandy Frey is a dedicated finance institution located at 114 Bay Street, Easton, Maryland, United States. Sandy is a highly experienced Financial Advisor with expertise in estate and tax planning services. She holds various FINRA registrations and designations, including the Chartered Retirement Planning Counselor (CRPC). Sandy is also a National Insurance Producer and NMLS Registered Agent. With over twenty years of experience in the financial services industry, Sandy is committed to helping clients achieve their long-term financial goals. Her personalized approach includes building and managing customized investment strategies tailored to each client's needs. When working with clients through the firm's Investment Advisory Program, Sandy can manage these strategies on a discretionary basis. At Merrill Lynch Wealth Management, Sandy and her team focus on building strong client relationships based on trust and personalized service. They believe in putting the client first, understanding their goals and priorities, and helping them navigate through life's financial complexities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Sandy can create a financial approach that reflects each client's unique needs and situation. She believes in ongoing communication and collaboration to ensure that clients stay on track towards achieving their financial goals.

Merrill Lynch Financial Advisor Garrett A Thrift, located at 114 Bay Street in Easton, Maryland, United States, is a finance institution that prioritizes building strong relationships with clients through personalized service. They believe in starting every relationship with a conversation to understand your goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, they tailor a financial approach to help you pursue what matters most to you. Their team of experienced professionals works with you to develop a comprehensive financial plan that takes into account all aspects of your financial life, including investments, real estate, and family businesses. They provide access to investment insights from Merrill and banking solutions from Bank of America to address your financial needs.

Kevin Nolan - RBC Wealth Management Financial Advisor is a trusted financial institution located in Easton, Maryland. As a dedicated financial advisor, Kevin Nolan provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kevin Nolan offers expert guidance on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Kevin Nolan - RBC Wealth Management Financial Advisor is committed to providing you with the highest level of service and expertise. Visit us at 30 Goldsborough Street to learn more about how we can help you secure your financial future.

The Talbot Group - Morgan Stanley is a reputable financial institution located at 28601 Marlboro Avenue in Easton, Maryland, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including wealth management, investment advice, and financial planning. With a team of experienced professionals, The Talbot Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, The Talbot Group - Morgan Stanley is committed to providing personalized solutions to meet your needs.

Baird Private Wealth Management is a prestigious financial institution located in Easton, Maryland, United States. With a prime location at 218 North Washington Street, Baird Private Wealth Management offers top-notch financial services to high-net-worth individuals, families, and institutions. Their team of experienced financial advisors provides personalized wealth management solutions tailored to meet the unique needs and goals of their clients. Whether you are looking to grow your investments, plan for retirement, or preserve your wealth for future generations, Baird Private Wealth Management is dedicated to helping you achieve your financial objectives.

Fulton Breakefield Broenniman, located at 14 North Washington Street in Easton, Maryland, is a finance institution that takes a highly personalized approach to wealth management. Their team of credentialed, fee-only financial advisors and planning experts offer customized portfolio recommendations with prudent diversification, as well as personalized financial planning to help clients meet their goals. FBB Capital Partners specializes in providing wealth management solutions for financially established individuals and institutions in Bethesda, MD, Easton, MD, the Washington, DC metropolitan area, the Eastern Shore of Maryland, and nationwide. With over thirty years of experience, their unbiased approach helps clients make intelligent financial decisions to secure their legacy for future generations.