Estate tax planning in Arlington, Massachusetts

Envision Estate Planning LLC is a warm and welcoming institution located at 22 Mill Street in Arlington, Massachusetts. Our focus is on providing estate planning services with heart, ensuring that our clients feel comfortable, valued, and cared for throughout the process. We believe in taking the time to truly understand your unique needs and goals, and we never want you to feel rushed or pressured. At Envision Estate Planning, we limit the number of clients we serve each month to ensure that you receive the attention and time you deserve. We offer a free 15-minute consultation to discuss your needs and answer any initial questions you may have. If you decide to move forward, we will schedule a more in-depth consultation to present you with options, explanations, and customized recommendations.

Hope Elder Law is a professional law firm located at 182 Main Street in Watertown, Massachusetts, United States. Specializing in Elder Law, Estate Planning, MassHealth/Medicaid Planning, and Special Needs Planning, our attorneys bring care and compassion to their work to achieve our clients' goals. Whether it's long-term care planning, probate, real estate transactions, or other legal matters, you can rely on us for sound advice and efficient services. At Hope Elder Law, we focus on protecting the interests of our clients by looking ahead and planning for the future. We offer a free case evaluation with an attorney to discuss how we can help you secure quality health or long-term care, preserve assets, and ensure your interests are protected. Our goal is to provide comprehensive legal services in a cost-effective manner, offering useful information and referrals to help improve the quality of our clients' lives.

GLBT Financial Planning, located at 22 Mill Street in Arlington, Massachusetts, is a fee-only finance institution that offers comprehensive financial planning and investment advisory services for individuals within the LGBTQ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community. Led by Debra Neiman, a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience, the firm specializes in investment, retirement, and tax planning for both traditional and non-traditional clients. Neiman & Associates takes a personalized approach to financial planning, aiming to empower clients to make informed decisions and achieve their life goals. They have a strong focus on building long-lasting relationships with clients, providing clear and transparent advice in plain English. The firm works closely with Fidelity Investments as their primary custodian, ensuring access to a wide range of products and services for their clients.

Atinizian Real Estate Law Firm of Arlington, Ma. Inc. is a reputable law firm located at 66 Eastern Avenue in Arlington, Massachusetts. Specializing in real estate law, the firm provides expert legal services to clients in the Arlington area and beyond. With a team of experienced and knowledgeable lawyers, Atinizian Real Estate Law Firm is dedicated to helping clients navigate the complexities of real estate transactions, contracts, and disputes. Whether you are buying, selling, or leasing property, the attorneys at this firm are committed to providing personalized and effective legal representation. Trust Atinizian Real Estate Law Firm of Arlington, Ma. Inc. for all your real estate legal needs.

H&R Block is a renowned accounting and finance institution located at 1 Medford Street in Arlington, Massachusetts, United States. With a strong reputation for providing expert tax preparation services, financial advice, and personalized solutions, H&R Block is a trusted partner for individuals and businesses seeking professional financial assistance. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring their financial success and security. Visit H&R Block in Arlington for expert accounting and finance services tailored to your specific needs.

Arlex Wealth Management is a reputable finance and insurance agency located at 485 Massachusetts Avenue in Arlington, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through tailored investment strategies, risk management, and insurance solutions. With a focus on personalized service and a commitment to excellence, Arlex Wealth Management is the trusted partner you need to secure your financial future. Contact us today to learn more about how we can help you thrive financially.

Leone & Leone, Attorneys at Law is a reputable law firm located at 637 Massachusetts Avenue in Arlington, Massachusetts, United States. Specializing in various legal matters, the experienced team at Leone & Leone is dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, real estate transaction, or estate planning, Leone & Leone is committed to helping you navigate the legal system with expertise and professionalism. Contact them today for a consultation.

John V. Hurd, PC is a well-established law firm located at 400 Massachusetts Avenue in Arlington, Massachusetts. Specializing in various legal services, the institution is led by experienced attorney John V. Hurd. With a dedication to providing high-quality legal representation, the firm assists clients with a wide range of legal matters. Whether you are in need of assistance with estate planning, real estate transactions, or business law, John V. Hurd, PC is committed to providing personalized and effective legal solutions. Contact them today to schedule a consultation and discuss your legal needs.

Welcome to Carr David W, your trusted legal partner located in the heart of Arlington, Massachusetts. Situated at 4 Newman Way, our practice is dedicated to providing exceptional legal services to individuals, families, and businesses in the community. As a seasoned lawyer, David W. Carr brings years of experience and a deep commitment to achieving the best outcomes for our clients. At Carr David W, we specialize in a comprehensive range of legal areas, ensuring personalized and effective solutions tailored to meet your unique needs. Whether you require assistance with family law, estate planning, real estate transactions, or business law, our practice is equipped to handle your case with the utmost professionalism and care.

Welcome to the Law Office of Melanie Hagopian, located at 754 Massachusetts Avenue, Arlington, Massachusetts. As a dedicated legal practice, we specialize in providing expert legal representation and personalized support to meet your unique needs. Whether you need assistance with estate planning, navigating mortgage loan programs, or dealing with zoning issues, our team is here to guide you every step of the way. Our firm is well-equipped to handle a variety of legal matters. We can represent you before zoning boards or conservation commissions, assist with neighborhood disputes, and provide experienced counsel in consumer protection cases. We understand that every client's situation is different, and we take pride in crafting tailored solutions that protect your interests.

Welcome to Chelsea Legal Services, Inc., your trusted partner for comprehensive legal solutions in the heart of Chelsea, Massachusetts. Conveniently located at 214 Arlington Street, our firm is dedicated to providing exceptional legal representation and personalized service to individuals, families, and businesses throughout the community. At Chelsea Legal Services, Inc., we understand that navigating legal matters can be complex and overwhelming. Our team of experienced attorneys is committed to guiding you through every step of the legal process with clarity and confidence. Whether you need assistance with family law, immigration, real estate, personal injury, or business law, we offer tailored strategies to meet your unique needs and goals.

Welcome to Cormier & Rea, Inc., your trusted partner in financial services located in the heart of Arlington, Massachusetts. Situated at 483 Summer Street, Cormier & Rea, Inc. is committed to providing exceptional financial solutions tailored to meet the unique needs of individuals and businesses in our community and beyond. With a team of experienced professionals, we specialize in a wide range of financial services including investment management, retirement planning, tax advisory, and estate planning. Our goal is to empower our clients with the knowledge and tools necessary to make informed financial decisions, ensuring long-term success and peace of mind.

Welcome to New Western, your premier real estate agency located in the bustling hub of Newton, Massachusetts, at 134 Rumford Avenue. Specializing in investment-grade opportunities, we offer an exclusive marketplace for discerning investors seeking to capitalize on Boston's dynamic real estate sector. Boston is renowned for its world-class educational institutions, including Harvard, MIT, and Boston College, creating a robust demand for rental properties. Coupled with a thriving job market in technology, finance, and healthcare, the city presents a unique opportunity for investors. With limited expansion space, Boston remains a solid buy-and-hold market, where property values are consistently appreciating. The city's rich architectural history and abundance of pre-war buildings also make it an ideal location for fix-and-flip investments.

Gosselin & Kyriakidis, P.C. is a law firm located at 635 Massachusetts Avenue in Arlington, Massachusetts, United States. With over 25 years of experience, Gosselin Law specializes in providing high-quality and compassionate estate and trust planning representation. The firm is dedicated to helping individuals and families protect their assets, preserve their wealth, and minimize tax burdens. The attorneys at Gosselin Law offer a free case evaluation by phone to better understand clients' estate and trust planning objectives. They are available to answer any questions and provide guidance on securing assets and planning for the future. The firm emphasizes the importance of trusts for asset protection, estate tax avoidance, and legacy management.

Fitzsimmons Law Office is a reputable legal institution located at 635 Massachusetts Avenue in Arlington, Massachusetts, United States. Specializing in various areas of law, the experienced team of lawyers at Fitzsimmons Law Office is dedicated to providing top-notch legal services to their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Fitzsimmons Law Office is here to help. Trustworthy, professional, and knowledgeable, Fitzsimmons Law Office is committed to achieving the best possible outcome for their clients.

Financial Framework LLP is a leading accounting and finance institution located at 7 Central Street in Arlington, Massachusetts, United States. Our team of experienced professionals provides a comprehensive range of financial services to individuals and businesses, including tax preparation, financial planning, bookkeeping, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how Financial Framework LLP can support your financial needs.

Welcome to Annese Robert J, your trusted legal partner located in the heart of Arlington, Massachusetts. Situated at 1171 Massachusetts Avenue, our practice is dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With years of experience and a commitment to excellence, Annese Robert J specializes in a wide range of legal areas, ensuring comprehensive support and guidance for both individuals and businesses. Our approach is client-focused, emphasizing clear communication, personalized strategies, and diligent representation. Whether you are seeking assistance with legal advice, contract negotiation, dispute resolution, or any other legal matter, we are here to help you navigate the complexities of the legal system with confidence and ease.

John R Kelly is a financial advisor at Ameriprise Financial Services, LLC located at 11 Water Street in Arlington, Massachusetts, United States. John R Kelly 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 John R Kelly's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, John R Kelly can provide personalized financial advice tailored to your specific needs. Contact John R Kelly at Ameriprise Financial Services, LLC for comprehensive and professional financial planning services.

Paul McNulty, CFP | Boston Metro Advisor is a finance institution located at 444 Washington Street, Woburn, Massachusetts, United States. Specializing in retirement planning, Paul McNulty, a CERTIFIED FINANCIAL PLANNER™ (CFP®), offers a wide range of financial advisory and wealth management services with over 20 years of experience. With a focus on maximizing social security benefits and ensuring a secure financial future, McNulty helps clients navigate the complexities of retirement planning, investments, taxes, and estate planning. Serving clients in Woburn, MA, Arlington, and the greater Boston Metro Area, the institution aims to simplify the retirement planning process and provide tailored solutions for pre-retirees and retirees alike. For a free review of your retirement plan, contact Paul McNulty, CFP® at (781) 995-0253 or [email protected]

Mark Lawyer is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 11 Water Street in Arlington, Massachusetts. With years of experience in the finance industry, Mark provides expert advice and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Mark is here to help. Trust in Mark Lawyer and Ameriprise Financial Services, LLC to guide you towards a secure financial future.

Ellen M Kenney is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Water Street in Arlington, Massachusetts, United States. Ellen holds various certifications 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®. Ellen is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ellen is committed to helping clients achieve their financial goals. Ellen's extensive education and experience in the field of finance make her a trusted advisor for all your financial needs.

Edward Jones - Financial Advisor: David H Im is a reputable finance institution located at 754 Massachusetts Avenue in Arlington, Massachusetts. As a dedicated financial advisor, David H Im provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones ensures that each client receives individualized attention and tailored financial solutions. Whether you are planning for retirement, saving for college, or investing for the future, David H Im and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Rich Van Loan - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 11 Water Street, Arlington, Massachusetts, United States, is a finance institution offering a range of specialized certifications and designations to ensure expert financial advisory services. Rich Van Loan holds certifications 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 wide range of financial planning topics, ensuring that clients receive expert advice and guidance tailored to their specific needs. Rich Van Loan is dedicated to providing comprehensive and high-quality financial services to individuals, retirees, small business owners, and high net worth clients.

Neiman & Associates Financial Services is a fee-only firm located at 22 Mill Street in Arlington, Massachusetts. Specializing in accounting and finance, we offer a wide range of financial planning and investment advisory solutions for individuals and families, including those within the LGBTQ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community. Our founder, Debra Neiman, is a CERTIFIED FINANCIAL PLANNER™ with expertise in investment, retirement, and tax planning. With over 30 years of experience, Debra is dedicated to helping clients build wealth, knowledge, and confidence in their financial success. She co-authored the book "Money Without Matrimony: The Unmarried Couple's Guide to Financial Security" and is actively involved in supporting LGBTQ equality in the workplace.

Edward Jones - Financial Advisor: Ron Judkins is a reputable finance institution located at 754 Massachusetts Avenue in Arlington, Massachusetts. As a trusted financial advisor, Ron Judkins provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ron Judkins is committed to providing expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Ron Judkins and his team are dedicated to helping you make informed decisions and navigate the complexities of the financial world. Visit their office today to learn more about their services and how they can help you reach your financial goals.

Lee Hurney is a reputable finance institution located at 699 Massachusetts Avenue in Arlington, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and businesses, Lee Hurney is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its team of experienced professionals who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lee Hurney is committed to providing personalized and comprehensive financial solutions to meet your needs.

Kiefer and Associates - Ameriprise Financial Services, LLC is a finance institution located at 11 Water Street in Arlington, Massachusetts, United States. Specializing in financial planning and investment management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Brian J Kiefer, a financial advisor at Ameriprise Financial Services, LLC located at 11 Water Street in Arlington, Massachusetts, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Brian works with clients to track progress, adjust strategies as life changes, and help achieve financial goals. Clients can access their accounts and track progress securely from any device. Schedule a complimentary initial consultation to learn more about how Brian can help you reach your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their investments.

Wendy Davidson is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Water Street in Arlington, Massachusetts, United States. Wendy holds various certifications 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®. Wendy is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, Wendy is committed to helping clients achieve their financial goals and secure their financial future. Contact Wendy Davidson for comprehensive and personalized financial planning services.

Jeff Wheeler - Financial Advisor at Ameriprise Financial Services, LLC is located at 11 Water Street in Arlington, Massachusetts. As a finance institution, we offer consultations to discuss your financial priorities and goals. Please note that during the initial consultation, you will receive an overview of financial planning concepts without written analysis or recommendations. While we cannot guarantee future financial results, we are committed to helping you achieve your financial objectives. Our services are provided by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. We prioritize privacy and security, and adhere to strict website rules and regulations. If you refer friends or family members to us, rest assured that we will reach out to them promptly to assist with their financial needs. Thank you for considering Jeff Wheeler - Financial Advisor at Ameriprise Financial Services, LLC for your financial planning requirements.