TOP 30 Best Estate tax planning advice in Dedham, Massachusetts

Joseph Cahill & Associates/WorthTax Income Tax Preparation Service, located at 20 Court Street in Dedham, Massachusetts, is your go-to institution for all your accounting and finance needs. With decades of experience, our team guarantees that you will not overpay on your taxes or the cost to prepare them. Our tax and business specialists are dedicated to helping you achieve your financial goals and solve any problems you may encounter. We work closely with attorneys, executors, and trustees to ensure that your financial matters are handled with professionalism and expertise. Our guides, calculators, and resources are available to help you plan for your financial future every step of the way. Our clients rave about the fast and efficient service they receive, with personalized attention and quick response times.

Welcome to Crossland & Crossland, your trusted legal partner located at 35 Commercial Circle, Dedham, Massachusetts. As a premier law firm, we are committed to providing comprehensive legal services tailored to meet the unique needs of each client. Our team of experienced attorneys specializes in a wide range of practice areas, ensuring that we can offer expert guidance and representation for both personal and business matters. At Crossland & Crossland, we pride ourselves on our dedication to client satisfaction and our unwavering commitment to achieving the best possible outcomes. Whether you are navigating a complex legal issue or seeking advice on preventive legal strategies, our attorneys are here to provide you with personalized attention and expert counsel.

Welcome to Michael Polito, Financial Adviser - Polito Financial & Insurance, your trusted partner in achieving financial security and peace of mind. Located at 437 High Street, Dedham, Massachusetts, we specialize in helping you plan for a prosperous future. At Polito Financial & Insurance, we understand that a key to reaching your long-term financial goals is strategic planning. Whether you're aiming to fund your children's education, protect your family, or secure your retirement, these objectives require a well-thought-out approach. The good news is that it's never too late to start planning your financial future, and we're here to help you every step of the way.

Ryan Financial Strategies, Inc. is a reputable accounting and finance institution located at 858 Washington Street in Dedham, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Ryan Financial Strategies, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you secure a stable financial future.

Susan Saliba, Attorney at Law is a trusted legal institution located at 3 Allied Drive in Dedham, Massachusetts. As a dedicated lawyer, Susan Saliba offers expert legal advice and representation to clients in need of assistance with a variety of legal matters. With a strong commitment to providing personalized and professional service, Susan Saliba, Attorney at Law is a go-to destination for individuals seeking reliable legal counsel in the United States.

Fisher Law LLC is a reputable law firm located at 121 Central Street in Norwood, Massachusetts, United States. Specializing in estate planning, probate, and elder law, our dedicated team provides individualized solutions in a friendly and client-oriented environment. Led by firm founder Linda K. Fisher, who holds advanced degrees in business and law, we offer a high level of personal attention and commitment to meet client objectives. Our experienced team takes a professional, diligent approach to estate planning and elder law, ensuring that all aspects of your estate are handled with talent and skill. Whether you are single, married, have young children, or are nearing retirement, Fisher Law LLC is here to provide practical advice and strategic assistance tailored to your specific needs and circumstances. At Fisher Law LLC, we understand the importance of planning for the future of your family and loved ones. That's why we offer a full range of elder law services, including Medicaid planning and guardianships/conservatorships, to help you navigate the legal issues that come with aging. Our goal is to ensure that you and your family are well taken care of, whether it's qualifying for Medicaid to access long-term care benefits or setting up a guardianship/conservatorship to protect yourself or a loved one.

Scafidi Juliano LLP is a reputable law firm located at 858 Washington Street in Dedham, Massachusetts. With a team of experienced attorneys, they specialize in a wide range of legal services including personal injury, criminal defense, family law, real estate, and estate planning. Known for their dedication to providing personalized and effective legal representation, Scafidi Juliano LLP is committed to helping clients navigate the complexities of the legal system with integrity and professionalism. Whether you are facing a legal issue or simply need expert advice, you can trust Scafidi Juliano LLP to advocate for your best interests.

Welcome to The Law Offices of Mary R. LaCivita, where experience and dedication meet to provide exceptional legal services tailored to your needs. Conveniently located at 3 Allied Drive, Dedham, Massachusetts, our firm is committed to serving the local community with integrity and professionalism. At The Law Offices of Mary R. LaCivita, we understand that navigating the legal system can be daunting. Our team is here to guide you through every step of the process, offering personalized attention and expert advice. Whether you are facing a complex legal issue or need assistance with straightforward legal matters, our goal is to achieve the best possible outcome for you.

Welcome to Ribak Law Offices, your trusted legal partner located conveniently at 858 Washington Street, Dedham, Massachusetts. Our firm is dedicated to providing comprehensive legal services with a focus on delivering exceptional client satisfaction. At Ribak Law Offices, we understand that each case is unique and requires personalized attention and a tailored approach. Our team of experienced attorneys is committed to guiding you through the complexities of the legal system, ensuring your rights are protected and your interests are represented. Whether you need assistance with family law, estate planning, personal injury, or any other legal matter, Ribak Law Offices is here to offer expert advice and effective solutions. Contact us today to schedule a consultation and let us help you navigate your legal challenges with confidence and peace of mind.

Carson Wealth, located at 16 Chestnut Street in Foxborough, Massachusetts, is a finance institution that provides personalized retirement and financial planning services to families, individuals, and business owners. Their team specializes in workplace retirement plan consulting, financial planning for small business owners, and estate planning. They aim to help clients feel secure in their financial futures and pursue their dreams through proper planning. The institution offers services in areas such as Foxborough, Needham, Hopkinton, Dedham, and more. Carson Wealth has received accolades such as the Forbes Best-in-State Wealth Advisor award for Paul West in 2018 and 2021. Securities are offered through Cetera Advisor Networks LLC and investment advisory services are provided through CWM, LLC. It is important to note that not all advisors affiliated with Carson Wealth offer securities through Cetera Advisor Networks LLC or investment advisory services through CWM, LLC. For more information about the institution and their advisors, visit www.adviserinfo.sec.gov or https://brokercheck.finra.org/.

HMS Financial Group is a full-service financial planning and investment firm located in Dedham, Massachusetts. Our team is dedicated to helping clients navigate through life's opportunities and challenges, creating personalized plans to fit their current and future needs. We stand out from other firms with our willingness to listen, educate, and empathize with our clients. Our services include estate planning for surviving spouses, advice for divorcing clients and their children, and guidance for widows and their loved ones. Whether you've won the lottery or are facing financial panic, HMS Financial Group is here to help you achieve your financial goals. Visit us at 333 Elm Street in Dedham or contact us to learn more about how we can assist you.

MacDonald Insurance & Financial Services, located at 347 Washington Street in Dedham, Massachusetts, is a finance institution dedicated to serving professional advisors. Scott MacDonald, an agent licensed to sell insurance through New York Life Insurance Company, offers securities products and services through NYLIFE Securities LLC. Additionally, Scott MacDonald is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory services in select states. Please note that neither MacDonald Insurance and Financial Services, its employees, nor NYLIFE Securities LLC provide tax, legal, or accounting advice. It is recommended to consult your own professionals in these areas before making any decisions. Scott MacDonald is licensed to offer mutual funds and variable products, and Market Watch information is provided for informational purposes only.

Schofield Financial Services is a trusted financial institution located at 53 Maynard Road in Dedham, Massachusetts, United States. We offer a range of financial services including ATM access and personalized finance solutions to help our clients achieve their financial goals. Our experienced team is dedicated to providing exceptional customer service and expert financial advice. Visit us today to see how we can help you secure your financial future.

David McNaughton - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts. With a focus on providing financial services and investment opportunities, this institution is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, the team at David McNaughton - Thrivent is here to provide expert advice and guidance. Visit us today to learn more about how we can help you secure your financial future.

Kevin Nguyen - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. With licenses in multiple states including CA, CT, FL, MA, ME, NC, NH, NJ, NY, OH, OK, RI, SC, TN, TX, VA, VT, and WI, Kevin Nguyen - Thrivent offers insurance products, securities, and investment advisory services through a team of licensed financial professionals. Thrivent does not provide legal, accounting, or tax advice but offers advice and guidance through its Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Austin Orentlich - Thrivent is a financial institution located at 3 Allied Drive, Dedham, Massachusetts, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

Sarah Groleau - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts. The Groleau Financial Group offers professional, affordable, and comprehensive financial guidance to help individuals make the most of their money and reach their financial goals. Their team of experts is dedicated to working for their clients, providing advice and guidance through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, but works with clients to analyze their financial situation and provide written recommendations through their Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Licensing information is available through the State Insurance Department's website, and clients can visit Thrivent.com for more information on their financial advisors and services.

Benjamin Kjendal - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. With a focus on providing financial services and guidance to individuals and families, Benjamin Kjendal - Thrivent aims to help clients achieve their financial goals and secure their financial future. The institution offers a range of services including investment planning, retirement planning, insurance solutions, and wealth management. With a team of experienced professionals, Benjamin Kjendal - Thrivent is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.

Kenrich Marte - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. We work with clients to create financial strategies that align with their values and goals, helping them make a positive impact in their community. Our focus is not just on finances, but also on understanding what matters most to our clients. We are dedicated to helping individuals and families become better stewards of their resources. Our process involves a review and analysis of a client's financial situation, with options for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit our website for more information on our services and financial advisors.

Breakwater Capital Group is a finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. Dedicated to providing expert financial services, Breakwater Capital Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Breakwater Capital Group is committed to delivering personalized and strategic advice to clients, ensuring they make informed decisions and maximize their financial success. Whether you are looking for investment management, wealth planning, or financial consulting services, Breakwater Capital Group is here to help you navigate the complexities of the financial world with confidence and clarity.

Obed Daphnis is a renowned financial institution located at 250 Legacy Place in Dedham, Massachusetts, United States. With a strong reputation for excellence in the finance industry, Obed Daphnis offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals are dedicated to helping their clients achieve their financial goals. Visit Obed Daphnis today to experience top-notch financial services in a convenient location.

Mazza Robert L PC is an established accounting and finance institution located at 213 Elm Street in Dedham, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized and reliable advice to help them achieve their financial goals. Whether you are an individual or a business owner, Mazza Robert L PC is dedicated to providing top-notch financial solutions to meet your needs.

Beckwith and Brown, CPA is a reputable accounting and finance institution located at 231 Bussey Street in Dedham, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart from other firms. Whether you are an individual or a business owner, Beckwith and Brown, CPA is committed to helping you achieve your financial goals.

Wilfred Reid, CPA is a reputable accounting and finance institution located at 535 Washington Street in Dedham, Massachusetts, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Wilfred Reid, CPA is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and financial needs.

Harding Gurley LLP is a prestigious law firm located at 990 Washington Street in Dedham, Massachusetts. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses. Specializing in areas such as real estate law, estate planning, and business law, Harding Gurley LLP is dedicated to providing top-notch legal representation and personalized solutions to their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Harding Gurley LLP is committed to helping you navigate the legal system with confidence and peace of mind.

Welcome to the Law Office of James F. Walker, your trusted partner in navigating the complexities of the legal system. Conveniently located at 60 Dedham Avenue in the heart of Needham, Massachusetts, our firm is dedicated to providing personalized and comprehensive legal services to meet the diverse needs of our clients. At the Law Office of James F. Walker, we specialize in a wide range of legal areas, including family law, estate planning, real estate law, and business law. Our experienced team is committed to delivering exceptional legal counsel and representation, ensuring that your rights and interests are protected every step of the way.

Welcome to the Law Office of Deanna M. Georgenes, where we specialize in providing peace of mind for you and your loved ones by protecting your wealth and legacy while ensuring your future. Conveniently located at 3 Allied Drive Place in Dedham, Massachusetts, we proudly serve individuals and families throughout the Greater Boston area, including Norfolk, Suffolk, Plymouth, Middlesex, and Essex Counties. At the Law Office of Deanna M. Georgenes, we focus exclusively on Trusts and Estate Planning, Probate of Estates, Asset Protection, Elder Law, Medicaid Planning, Probate and Trust Litigation, and Divorce. Our mission is to offer the highest quality legal advice and representation, exemplifying legal excellence in every case. We provide personalized and comprehensive estate planning and wealth preservation strategies to secure your future and that of your loved ones.

Welcome to Mission Wealth, your trusted partner in financial empowerment, conveniently located at 770 Legacy Place, Dedham, Massachusetts. At Mission Wealth, our mission is to provide caring advice that empowers individuals and families to realize true wealth. We offer a high-touch service specifically designed to meet the unique needs of your family, ensuring sophisticated planning and expertise through our comprehensive Family Office Solution. Our dedicated team of in-house professionals specializes in investments, taxes, estate planning, and asset protection, collaborating with you and your trusted advisors to address the complexities of your financial situation. With our boutique approach, we create and implement bespoke strategies that evolve alongside your long-term goals, while our family governance offering helps instill your family values, creating a lasting legacy.

Welcome to Dylan Moraes Ramos - Thrivent, your trusted partner in financial planning and investment advisory services, conveniently located at 3 Allied Drive, Dedham, Massachusetts. Our mission is to guide you towards achieving financial security and success through personalized, comprehensive financial planning. At Dylan Moraes Ramos - Thrivent, we understand that every client’s financial situation is unique. Our Financial Planning Framework offers a thorough review and analysis designed to help you make informed decisions. Clients seeking a more detailed planning engagement can benefit from our Dedicated Planning Services, which provide tailored written recommendations for a fee.