TOP 30 Estate tax attorneys in Massachusetts

525 results found

Shatz, Schwartz and Fentin, P.C. is a well-established law firm located at 1441 Main Street in Springfield, Massachusetts. Since 1969, our team of fourteen lawyers has specialized in various areas including business and estate planning, elder law, commercial and tax-exempt bond financing, real estate, litigation, and bankruptcy. We pride ourselves on providing efficient and cost-effective legal services to a wide range of clients, from individuals to multinational corporations. With offices in Springfield and Northampton, MA, and Albany, NY, we are able to serve clients throughout the Northeast.

Benson-Lewis Glenn is a leading health institution located at 15 Benton Drive in East Longmeadow, Massachusetts, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized treatment to all our patients. With state-of-the-art facilities and a focus on holistic wellness, Benson-Lewis Glenn is a trusted destination for individuals seeking comprehensive healthcare services. Experience compassionate care and excellence in healthcare at Benson-Lewis Glenn.

Gerald T O'Neil PC is a reputable dental practice located at 85 Church Street in North Adams, Massachusetts. Our experienced team provides high-quality dental care in a comfortable and welcoming environment. From routine cleanings to advanced procedures, we offer a wide range of services to meet our patients' oral health needs. Schedule an appointment with us today to achieve a healthy and beautiful smile.

Osorio & Watkin is a leading dental institution located at 16 Pine Street in Lowell, Massachusetts. Our team of experienced dentists and health professionals are dedicated to providing top-quality dental care to our patients. Whether you need a routine check-up, a cleaning, or more extensive dental work, our friendly and skilled staff is here to help. We strive to create a comfortable and welcoming environment for all of our patients. Visit us at Osorio & Watkin for all of your dental health needs.

William C Heggerick & Associates is a reputable healthcare institution located at 56 Colpitts Road in Weston, Massachusetts, United States. Specializing in dental and medical services, our team of experienced professionals is dedicated to providing top-quality care to our patients. Whether you are in need of a routine check-up or a specialized treatment, you can trust William C Heggerick & Associates to deliver exceptional healthcare services in a comfortable and welcoming environment. Book an appointment today and take the first step towards a healthier and happier you.

Laura E Sullivan PC is a reputable dental institution located at 56 Walpole Street in Norwood, Massachusetts. As a trusted dentist, they provide top-notch oral health care services to patients in the surrounding area. With a focus on patient comfort and satisfaction, Laura E Sullivan PC offers a wide range of dental treatments and procedures to ensure optimal oral health for all their patients. Whether you need a routine check-up, a cleaning, or more complex dental work, you can trust the experienced team at Laura E Sullivan PC to provide personalized care in a welcoming and professional environment.

Becker, Becker & Silvius, LLC is a reputable dental practice located at 34 Shirley Avenue in Revere, Massachusetts. Our team of experienced dentists is dedicated to providing top-quality oral health care to patients of all ages. From routine cleanings and fillings to more complex procedures, we offer a wide range of services to meet your dental needs. With a focus on patient comfort and satisfaction, you can trust us to deliver exceptional care in a welcoming and friendly environment. Visit us today and experience the difference at Becker, Becker & Silvius, LLC.

Ciampan Kim LLP: Desjardins Mary Beth is a reputable institution located at 10 Federal Street in Salem, Massachusetts, United States. Specializing in dental and health services, as well as legal advice, this institution offers a wide range of professional services to meet the needs of their clients. With a team of experienced and dedicated professionals, Ciampan Kim LLP: Desjardins Mary Beth is committed to providing top-notch care and expertise in all areas of their practice. Whether you are seeking dental treatment, health services, or legal guidance, you can trust in the quality and professionalism of this esteemed institution.

Merrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.

SAGEbroadview Wealth Management, LLC is a leading financial institution located at 2 Burlington Woods Drive in Burlington, Massachusetts, United States. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we are dedicated to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Wealth Management, located at 100 Front Street in Worcester, Massachusetts, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. With a focus on wealth planning, retirement income planning, and investment strategies, the experienced advisors at Merrill Lynch are dedicated to helping clients achieve their long-term financial goals. In addition to personalized financial advice, Merrill Lynch Wealth Management also provides access to Bank of America’s estate planning services and collaborates with outside professionals, such as accountants and tax attorneys. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create tailored financial strategies.

Commonwealth Financial Network is a leading financial institution located at 226 Lowell Street in Wilmington, Massachusetts, United States. As a trusted name in the finance industry, Commonwealth Financial Network offers a wide range of services including investment management, retirement planning, estate planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Commonwealth Financial Network today to start planning for a better tomorrow.

Betro Mileszko & Company is a finance institution located at 30 Mechanic Street in Foxborough, Massachusetts, United States. Established in 2007, our goal is to help clients achieve their financial goals by coordinating their tax, retirement, estate, and investment plans using a holistic approach. As a Registered Investment Advisor, we serve as a fiduciary for our clients, putting their interests ahead of all else when making investment decisions. We take the time to understand each client's unique financial situation and create personalized investment proposals to meet their needs. Download our Confidential Investor/Client Profile to get started on your financial journey with us.

Private Trust Group of America is a leading financial institution located in the heart of Newburyport, Massachusetts. As a trusted provider of financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, we offer a wide range of financial services including wealth management, estate planning, and investment strategies. Visit us at 29 Water Street to learn more about how Private Trust Group of America can help you navigate the complexities of finance and build a secure financial future.

South Shore Retirement Services is a financial institution located at 25 Recreation Park Drive in Hingham, Massachusetts. They offer a range of services to help individuals and families achieve their ideal retirements. Through their All Hands Analysis®, they assess your current financial situation and provide a custom plan to help you reach your unique retirement goals. They also offer informational live seminars and webinars on retirement income strategies and legacy planning. Additionally, South Shore Retirement Services has a strategic partnership with tax professionals and attorneys to provide tax and legal advice. They offer insurance products through their insurance business, as well as investment advisory services through AE Wealth Management, LLC. Their affiliated company, Rowlette and Associates, LLC DBA: South Shore Retirement Services, is an independent financial services firm offering both insurance and investment services.

Generations Retirement Group, located at 45 Braintree Hill Office Park in Braintree, Massachusetts, is a finance institution dedicated to helping individuals navigate the complexities of retirement planning with confidence. Led by financial advisor Dave Corman, the institution offers services in financial planning, legacy planning, health care, Social Security, tax efficiencies, and more. In partnership with an attorney in the same office location, Generations Retirement Group can also provide referrals for Estate Planning/Legal Documents. The Retirement Simplified Roadmap is a personalized process created by the institution to give clients documented directions to their envisioned future.

Timothy J. Herlihy, CFP is a financial institution located at 10 Norman's Way in Kingston, Massachusetts, United States. As a Certified Financial Planner, Timothy J. Herlihy provides expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized strategies and comprehensive financial advice, clients can trust Timothy J. Herlihy to help them navigate their financial future with confidence.

Machado & Silva Inc is a reputable accounting and finance institution located at 950 Kempton Street in New Bedford, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Trust Machado & Silva Inc for all your accounting and finance needs.

Hansen Financial MV is a reputable finance institution located at 10 State Road in Tisbury, Massachusetts, United States. Our dedicated team of financial experts offers a wide range of services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Hansen Financial MV to guide you towards a secure financial future.

Burke & Lamb PC is a trusted accounting and finance firm located at 41 Old South Road in the picturesque town of Nantucket, Massachusetts. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and business consulting. Our personalized approach and attention to detail ensure that our clients receive the highest quality service tailored to their individual needs. Whether you are a small business owner or an individual looking for financial guidance, Burke & Lamb PC is here to help you achieve your financial goals.

Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC is a highly reputable finance institution located at 33 Bedford Street in Concord, Massachusetts, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team of financial advisors are dedicated to helping clients navigate the complexities of wealth management and estate planning. We work closely with attorneys and CPAs to ensure that your financial legacy is preserved and passed on to the next generation in a tax-efficient manner. Our personalized advice and tailored financial planning services are designed to help clients reach their financial goals and achieve peace of mind. Whether you are looking to grow your wealth, plan for retirement, or navigate the current market trends, our advisors are here to guide you every step of the way.

Edward Jones - Financial Advisor: Cailte Kelley, CEPA®|AAMS™ is a finance institution located at 113 Central Street in Winchendon, Massachusetts, United States. As a certified financial advisor with designations in both CEPA® and AAMS™, Cailte Kelley provides expert financial planning and investment advice to clients in the area. With a focus on personalized service and a commitment to helping clients achieve their financial goals, Edward Jones is a trusted name in the industry. Whether you are looking to plan for retirement, save for your children's education, or build wealth for the future, Cailte Kelley and the team at Edward Jones are dedicated to providing you with the guidance and support you need to secure your financial future.

James Henry - TD Wealth Financial Advisor is a reputable financial institution located at 280 Main Street in Groveland, Massachusetts. As a trusted advisor, James Henry provides personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, James Henry is dedicated to helping individuals and families build and protect their financial futures. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, James Henry is committed to providing expert guidance and support every step of the way. Contact James Henry - TD Wealth Financial Advisor today to schedule a consultation and take control of your financial future.

First Command Financial Advisor - Chris Moore is a trusted financial institution located at 78 Blanchard Road in Burlington, Massachusetts. As a dedicated finance advisor, Chris Moore provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term financial security, Chris Moore offers expert guidance on investments, retirement planning, insurance, and more. Clients can expect a high level of professionalism, integrity, and personalized attention when working with First Command Financial Advisor - Chris Moore.

Merrill Lynch Financial Advisor Alexander E. Nabhan, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a select group of successful clients. Their mission is to understand each client's unique needs and goals, and to design personalized financial plans to help them pursue their objectives while managing investment risk. The team at Merrill Lynch Wealth Management believes in building tax-efficient, research-intensive portfolios to serve their clients' best interests over the long term. They offer a range of investment options, including alternative investments like private equity and real estate, as well as tailored lending capabilities through Bank of America, N.A. They also collaborate with clients' CPAs, attorneys, and specialists from Bank of America Private Bank to align tax minimization and estate planning strategies.

Merrill Lynch Financial Advisor James W Moore is a finance institution located at 100 Federal Street, Boston, Massachusetts, United States. Our dedicated advisor team works with affluent households and small business owners to help them pursue meaningful goals. We collaborate with your other professionals, such as attorneys and accountants, to understand your financial situation, risk tolerance, and important goals. Our personalized strategies include funding education, ensuring wealth for retirement, planning for healthcare costs, and transferring wealth to future generations. We believe in creating a financial strategy that helps you manage, grow, and preserve your wealth today and in the future. With access to investment insights from Merrill and banking solutions from Bank of America, we develop an approach tailored to your financial needs. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial plan to pursue what matters most to you. Our team is dedicated to building strong client relationships based on trust and personalized service. We provide ongoing support to help you stay on track towards your goals, adapting your approach as your life and financial markets change. As Merrill Lynch Wealth Management Advisors, we help you navigate financial complexities and develop a customized investment approach to achieve your goals. Seek the advice and guidance of an experienced financial advisor to develop a wealth management approach for the future. Get personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America by working with a dedicated Merrill advisor. Get the latest investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and past performance does not guarantee future results. Consult with your legal and tax advisors before making any financial decisions.

Peak Financial Management is a premier finance institution located at 93 Worcester Street in Wellesley, Massachusetts. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Peak Financial Management is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complex world of finance with confidence and peace of mind.

Adam Rudikoff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1244 Broadway, Raynham, Massachusetts, United States. The institution offers a range of services and certifications to meet the diverse needs of individuals seeking financial advice. Adam Rudikoff holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Adam Rudikoff is dedicated to helping clients make informed financial decisions tailored to their unique needs.

Christopher Angers is a Financial Advisor at Ameriprise Financial Services, LLC located at 175 Derby Street in Hingham, Massachusetts, United States. He holds several 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®. These certifications demonstrate his expertise in various financial areas including asset management, estate planning, retirement planning, investment management, and more. Christopher Angers is dedicated to providing comprehensive and ethical financial advice to his clients, helping them achieve their financial goals and secure their future.

Andrew Witherow is a Financial Advisor at Ameriprise Financial Services, LLC located at 175 Derby Street in Hingham, Massachusetts, United States. He 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. Andrew is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. His focus is on helping clients make informed decisions to achieve their financial goals and secure their financial future.