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TOP 30 Estate and tax planning in Massachusetts
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Arter Law Offices
Arter Law Offices is a reputable legal institution located at 324 Union Street in New Bedford, Massachusetts. With a team of experienced attorneys, they provide expert legal services in various practice areas including family law, estate planning, real estate law, and business law. With a commitment to providing personalized and effective legal solutions, Arter Law Offices is dedicated to helping clients navigate through their legal challenges with professionalism and integrity. Contact them today for a consultation.
Law Firm of David M. Kohen
The Law Firm of David M. Kohen, located at 716 Beacon Street in Newton, Massachusetts, offers a wide range of services in accounting, finance, and law. Specializing in Tax Planning and Compliance, Estate Planning, Business and Investment Planning, the firm also provides expertise in Qualified Domestic Trusts (QDOTS) for Non-Citizen Spouses, Tax Treaty Analysis for Ex-Pats and International Families, and Applications for Tax Exempt Status Under Section 501(c)(3). Additionally, the firm offers services in Qualified Business Income Deduction Planning, Due Diligence Review for potential investments in start-up companies, and keeps clients informed about changes in tax laws and new planning strategies.
Peck & Peck Law Offices, LLC
Peck & Peck Law Offices, LLC is a reputable finance and law firm located at 506 Washington Street in Braintree, Massachusetts, United States. Specializing in a wide range of legal services, the experienced team at Peck & Peck Law Offices, LLC is dedicated to providing top-notch legal representation and financial advice to their clients. Whether you are facing a legal issue or need assistance with financial matters, the skilled attorneys at this institution are committed to helping you navigate through any legal challenges you may encounter. With a focus on delivering personalized and professional service, Peck & Peck Law Offices, LLC is a trusted resource for individuals and businesses seeking expert legal and financial guidance.
Caccavaro, Fitzpatrick & Seifart, P.A.
Caccavaro, Fitzpatrick & Seifart, P.A. is a professional association of experienced attorneys located in Norwood, Massachusetts. Our office at 11 Vanderbilt Avenue offers a comfortable and welcoming environment for clients to sit down and discuss their legal needs. Whether you are buying a home, facing a legal conflict, or planning for the future, our team can provide guidance and help you navigate through life's complex situations. During these challenging times, we are working remotely and can be reached by phone, email, or video conferencing. Your safety and well-being are our top priorities. Each attorney in our association, including the Law Offices of Louis J. Caccavaro, Jr., LLC, the Law Offices of Francis A. Fitzpatrick, Jr., LLC, and the Law Offices of Alex J. Seifart, P.C., is an independent practitioner responsible for their own liability and practice.
Hoffman Alvary & Co
Hoffman Alvary & Co is a reputable law firm located at 7 Wells Avenue in Newton, Massachusetts. With a team of experienced lawyers, they specialize in various areas of law including corporate law, real estate law, and estate planning. Clients can expect personalized and professional legal services to meet their individual needs. Contact Hoffman Alvary & Co today for expert legal representation in the United States.
Regan Associates, Chartered
Regan Associates, Chartered is a reputable financial consulting firm located at 45 School Street in Boston, Massachusetts, United States. With a team of experienced and knowledgeable professionals, they provide expert financial advice and strategic planning services to individuals, businesses, and organizations. Their commitment to excellence and personalized approach sets them apart in the industry, ensuring that clients receive tailored solutions to meet their specific needs and goals. Whether you are looking for assistance with investments, retirement planning, tax strategies, or estate planning, Regan Associates, Chartered is dedicated to helping you achieve financial success.
Carey, Richmond & Viking
Carey, Richmond & Viking is a reputable insurance agency located at 86 Faunce Corner Mall Road in Dartmouth, Massachusetts. With a strong commitment to providing personalized and comprehensive insurance solutions, they have been serving the community for many years. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to finding the right coverage for your needs. Trust Carey, Richmond & Viking to protect what matters most to you.
Savvas Fetfatsidis at Guaranteed Rate (NMLS #35213)
Savvas Fetfatsidis at Guaranteed Rate (NMLS #35213) is a finance institution located at 77 Sleeper Street in Boston, Massachusetts, United States. They provide expert advice to help you find the right mortgage for your needs, with options as little as 3% down for fast approval. Overcoming the obstacle of a down payment is made possible with grants and programs available from federal and local governments for homeownership. They offer VA loans, FHA loans, and USDA loans with 0-10% down payment requirements, making it easier for military service members and their families to build equity through real estate. Self-employed individuals can benefit from their Bank Statement Loan program, which allows for seeking a home loan without tax returns, W2s, or pay stubs. Their Lock ‘N’ Roll program allows you to lock in a mortgage rate for 60, 75, or 90 days without a signed contract, while their Same-Day program can get your loan approved in one day with options as little as 3% down. They also offer Physician Home Loans, Foreign National Loans, and options for homeowners over 62 looking for additional income. Savvas Fetfatsidis at Guaranteed Rate is committed to your overall well-being, offering a convenient app to fit your lifestyle on-the-go.
Sun Life
Sun Life is a reputable finance and insurance agency located at 96 Worcester Street in Wellesley, Massachusetts, United States. With a strong focus on providing financial security and protection to individuals and businesses, Sun Life offers a wide range of insurance and investment products tailored to meet the unique needs of its clients. With a team of experienced professionals, Sun Life is dedicated to helping clients achieve their financial goals and secure their future.
New York Life
New York Life is an insurance agency located at 2 Electronics Avenue, Danvers, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, setting up estate plans, and offering insurance options for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life has been in business since 1845 and is committed to serving their policy owners with integrity, diversity, and responsibility. Their mission is to make the world a better place through charitable giving, community engagement, and financial support. New York Life offers resources and tools to help individuals prepare for their financial future and make informed decisions.
Anatoli Korosidis, Bankers Life Agent
Anatoli Korosidis, Bankers Life Agent in Middleborough, Massachusetts 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 plans, Anatoli can help you find the right coverage for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's essential to be prepared and have discussions with your loved ones. Visit Anatoli Korosidis, Bankers Life Agent to start planning your next steps.
Dennis Dickinson, President - Dickinson Wealth Strategies, Llc
Dennis Dickinson, President of Dickinson Wealth Strategies, LLC, located at 16 Front Street in Salem, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors with confidence and trust. For over a decade, Dennis and his team have been working with families and businesses in the North Shore area to help them manage and protect their hard-earned assets. They take the time to truly understand their clients' hopes, dreams, fears, and concerns before making recommendations. Whether clients have already done some planning or are just starting out, Dennis and his team meet them where they are, assess their specific situation, and provide information on all opportunities for making the best decisions for their needs and goals. As a Registered Representative of NYLIFE Securities LLC, Dennis offers securities products and services, as well as financial planning through his affiliation with Eagle Strategies LLC, a Registered Investment Advisor. He and his colleague, Grace Cosco, are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. They also offer investment advisory services and financial planning in multiple states through Eagle Strategies LLC.
The Coyle Company
The Coyle Company is an insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. We specialize in designing and managing sophisticated life insurance portfolios for ultra-affluent families, helping them distribute their wealth and assets as they intend. Our guiding principles focus on protecting and preserving what matters most to our clients, ensuring their children and grandchildren are well taken care of. With nearly four decades of experience, we have built a premier service model that leverages our collective expertise and comprehensive reporting systems. Our insurance planning and life insurance solutions are tailored to meet the estate, income tax, and asset preservation needs of our clients. Whether transferring a business to future generations, providing liquidity, or fulfilling philanthropic goals, we listen to our clients' wishes and structure personalized insurance solutions. Our goal is to offer practical solutions that ensure the soundest possible wealth transfer strategy based on our clients' objectives.
Northwestern Mutual Life: Nixon Brian
Northwestern Mutual Life: Nixon Brian is a finance and insurance agency located at 55 William Street in Wellesley, Massachusetts, United States. With a strong focus on providing financial security and peace of mind to its clients, this institution offers a range of insurance and investment products tailored to individual needs. Led by experienced financial advisor Nixon Brian, the team at Northwestern Mutual Life is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual Life: Nixon Brian is committed to providing personalized and comprehensive financial solutions.
William Lippincott - Prudential Financial
William Lippincott - Prudential Financial is a reputable finance and insurance agency located at 5 Bristol Drive in Easton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help secure your financial future.
Burke Grant Nazaroff & Cusick
Burke Grant Nazaroff & Cusick is a reputable health institution located at 50 Dodge Street in Beverly, Massachusetts, United States. With a team of dedicated healthcare professionals, they provide quality medical services to patients in the area. Specializing in various aspects of health, including primary care, specialty services, and preventative care, Burke Grant Nazaroff & Cusick is committed to promoting the well-being of their patients. Whether you are in need of routine check-ups, treatment for an illness, or guidance on maintaining a healthy lifestyle, this institution is equipped to meet your healthcare needs. Visit them today for personalized and compassionate care.
Law Office of Calcagno
The Law Office of Calcagno is a reputable legal institution located at 21 Mayor Thomas J McGrath Highway in Quincy, Massachusetts, United States. Specializing in health law, our experienced attorneys provide expert legal services to individuals and organizations in the healthcare industry. With a strong dedication to upholding the highest standards of ethics and professionalism, our team is committed to helping clients navigate complex legal issues and achieve successful outcomes. Trust the Law Office of Calcagno for all your health law needs.
Rainen Law Offices PC
Rainen Law Offices PC is a reputable law firm located at 231 Sutton Street in North Andover, Massachusetts. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and support to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice in a business matter, Rainen Law Offices PC is here to help. With a commitment to excellence and a track record of success, this institution is a trusted choice for all your legal needs.
Weicker Law, PLLC
Weicker Law, PLLC is a legal institution located at 91 Mill Street, Suite #5, Dracut, Massachusetts. Specializing in real estate transactions, landlord/tenant relationships, bankruptcy, business law, and estate planning, our experienced team is dedicated to providing seamless and cost-effective legal solutions for our clients. Whether you are buying, selling, or leasing real estate, our expertise in the field will ensure a smooth transaction. We also provide guidance on compliance with laws and regulations to avoid any potential issues in landlord/tenant relationships.
David G Harrison Law Offices
David G Harrison Law Offices is a legal institution located at 13 Hartford Avenue North in Upton, Massachusetts, United States. Attorney David G. Harrison's law practice specializes in taxation, estate planning, business law, real estate, probate of estates, elder law, guardianship, uncontested divorce, and prenuptial agreements. With a Masters in Business Administration from the University of Massachusetts and being Enrolled to Practice before the IRS, Dave is well-equipped to handle a variety of legal matters. Services offered include tax preparation, planning, representation before the IRS and Massachusetts Department of Revenue, wills, trusts, power of attorneys, business formation, real estate transactions, and more. Dave is available for speaking engagements and seminars, with evening and weekend appointments available. For all tax and legal needs, contact David G Harrison Law Offices for a consultation.
Debits & Credits LLC
Debits & Credits LLC is a leading accounting and finance institution located at 345 Main Street in Douglas, Massachusetts, United States. We provide a wide range of services for individuals, corporations, S-Corporations, estate/trusts, and tax-exempt organizations. Our services include CFO services, personal financial planning, and strategic business planning. Trust Debits & Credits LLC to help you achieve your financial goals with expert guidance and personalized solutions.
1st Line Financial, LLC
1st Line Financial, LLC is a reputable finance institution located at 12 Congress Street in Milford, Massachusetts, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. We pride ourselves on offering personalized solutions tailored to meet the unique needs and goals of each client. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Tamagni Wealth Advisors
Tamagni Wealth Advisors is a premier finance institution located at 227 Main Street in Milford, Massachusetts, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Tamagni Wealth Advisors offers comprehensive financial solutions tailored to each client's unique needs. With a commitment to excellence and a focus on client satisfaction, we strive to be a trusted partner in our clients' financial success. Visit us today to learn more about how Tamagni Wealth Advisors can help you secure your financial future.
Glenn Arnold - Financial Advisor, Ameriprise Financial Services, LLC
Glenn Arnold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 775 Quaker Highway, Uxbridge, Massachusetts, United States. The institution offers a range of certifications and designations to its advisors, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® Chartered Advisor in Philanthropy, CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, 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®. Advisors at Glenn Arnold are trained and certified in various aspects of financial planning to provide comprehensive and specialized services to their clients.
Daniel R Omogrosso Jr - Ameriprise Financial Services, Inc.
Daniel R Omogrosso Jr - Ameriprise Financial Services, Inc. is a finance institution located at 35 Main Street, Milford, Massachusetts, United States. The institution offers a range of certifications and designations such as 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®. These certifications cover a variety of financial planning topics and specialize in areas such as asset management, retirement planning, estate planning, and more. The institution is dedicated to providing expert financial advice and planning services to individuals, businesses, and retirees.
Gary S Ivanson Ltd
Gary S Ivanson Ltd is a reputable law firm located at 2211 Pleasant Street, Fall River, Massachusetts, United States. Specializing in various areas of law, including estate planning, wills, elder law, business law, and real estate law, Gary S Ivanson Ltd offers personalized attention to all client matters. With over 40 years of experience practicing law in Rhode Island and Massachusetts, Gary Ivanson is dedicated to helping clients navigate legal issues related to wills, trusts, estate planning, real estate transactions, business entities, and more. One of the key services offered by Gary S Ivanson Ltd is the creation of wills, which allow individuals to determine how their assets will be distributed after their passing. Without a will, the courts may decide the fate of your assets and who will care for any minor children. Additionally, the firm provides expertise in real estate and property law, assisting clients with issues such as property rights, purchases and sales, landlord-tenant disputes, zoning regulations, and more.
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