TOP 30 Estate distribution planning in New Jersey

77 results found

The Law Office of Evan Benjamin, LLC, located at 1 Main Street in Eatontown, New Jersey, specializes in all legal aspects related to New York & New Jersey Estate Planning. It is crucial for individuals over the age of eighteen to have a valid will in place to ensure that their assets are distributed according to their wishes. A Durable Power of Attorney is also an essential component of a complete Estate Plan, allowing a trusted individual to act on your behalf. Additionally, the office assists individuals and couples in establishing Revocable or Irrevocable Trust Agreements to protect their assets. End-of-life documents are also emphasized to provide clear instructions for loved ones. The office also helps couples create prenuptial agreements before marriage and establish family limited partnerships to retain family assets. Trust the Law Office of Evan Benjamin, LLC for all your Estate Planning needs.

The Law Offices of Samantha Pettine Zazzo, located at 77 Kensington Drive in Eastampton Township, New Jersey, specializes in Estate Planning and Administration. With over twenty-five years of experience, founder Samantha Pettine Zazzo focuses on crafting individualized estate plans to meet the unique needs of each client. Estate Planning can be a sensitive and emotional process, which is why the firm provides personalized attention to each client. The goal is to protect one's assets and ensure their wishes are carried out in the event of incapacity or passing.

Christine L Matus is a reputable lawyer located at 81 East Water Street in Toms River, New Jersey, United States. With years of experience and expertise in various legal matters, Christine L Matus provides top-notch legal services to clients in need of professional representation. Whether you are facing a personal injury case, need assistance with family law matters, or require legal guidance in estate planning, Christine L Matus is dedicated to providing personalized and effective solutions to help you navigate the legal system with confidence. Contact Christine L Matus today for dependable legal assistance you can trust.

Heinze Law, P.A. is a reputable law firm located at 383 Main Street in Chatham, New Jersey, United States. Specializing in a variety of legal services, their team of experienced attorneys is dedicated to providing high-quality representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance through a legal matter, Heinze Law, P.A. is committed to helping you navigate the legal system with confidence and peace of mind. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.

Boyer Coffy, LLC is a reputable law firm located at 515 Valley Street in Maplewood, New Jersey. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including real estate, business, and estate planning, we strive to offer personalized solutions tailored to meet the unique needs of each client. With a commitment to excellence and a track record of successful outcomes, Boyer Coffy, LLC is your trusted partner for all your legal needs. Contact us today to schedule a consultation.

Gallagher Briody & Butler: Briody is a prestigious law firm located at 116 Village Boulevard in Princeton, New Jersey. With a team of experienced attorneys, they provide expert legal services in various practice areas including corporate law, real estate, litigation, and estate planning. Known for their dedication to client satisfaction and commitment to achieving the best possible outcomes, Gallagher Briody & Butler: Briody is a trusted choice for individuals and businesses seeking top-notch legal representation in the United States.

Chris Alevras - State Farm Insurance Agent is located at 595 Eagle Rock Avenue in West Orange, New Jersey. As an insurance agency, we provide a range of services to help you protect your assets and loved ones. Whether you need coverage for your home, car, or life insurance, we are here to help. At our agency, we understand the importance of updating your estate plan during significant life events such as marriage, death, or divorce. We also offer advice on volunteer vacations and DIY auto maintenance to help you save money.

Cornerstone Financial Associates is a New Jersey-based income retirement management firm located at 161 Madison Avenue in Morristown, United States. We specialize in serving individuals, families, and businesses in Middle America with a commitment to our core values. As an independent financial association, we have access to a wide range of products to tailor solutions that best meet your financial needs. Our focus is on empowering clients through educational workshops to make informed financial decisions. Our team-centric approach to client acquisition demonstrates our dedication to your well-being. We aim to protect families from life's uncertainties, such as health crises, retirement, and educational expenses, offering not just services but peace of mind. Welcome to a partnership built on purpose. Welcome to The Cause.

Mariner Wealth Advisors is a leading finance institution located at One Main Street in Chatham, New Jersey, United States. With a team of experienced wealth advisors, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mariner Wealth Advisors offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to secure your financial future.

Merrill Lynch Wealth Management is a finance institution located at 51 John F Kennedy Parkway in Millburn, New Jersey, United States. This branch offers clients the combined investing insights of Merrill Lynch and the extensive banking capabilities of Bank of America. The financial advisors at this branch have years of wealth management knowledge and experience, providing strategies to help clients preserve, grow, and distribute wealth. They offer retirement income planning, guidance on investments, estate planning services, and more. The advisors work closely with clients to understand their goals and create personalized financial strategies. Additionally, the branch is committed to giving back to the community through volunteerism and charitable outreach. Merrill Lynch Wealth Management provides clients with access to industry-skilled advisors, a disciplined wealth planning platform, and the resources of a leading global financial services firm. Whether you are an experienced investor or looking to start a career as a financial advisor, Merrill Lynch offers training, mentoring, and technology to support your professional growth. Investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Merrill Lynch Wealth Management is dedicated to helping individuals pursue their financial goals through customized investment approaches and wealth management advice.

Kotulak & Company, CPA, PC is a leading accounting and finance institution located at 1035 U.S. 46, Clifton, New Jersey, United States. With a strong focus on technology, we provide cutting-edge solutions to our clients in various industries. With over two decades of experience, we specialize in serving health care practices, medical professionals, not-for-profit organizations, real estate businesses, construction industry, manufacturing, wholesale distribution, and small entrepreneurial businesses.

Tomoro LLC is a finance, insurance agency, and lawyer institution located at 11 Wharf Avenue, Red Bank, New Jersey, United States. Our dedicated advisors use the individualized WealthMaps™ process to provide strategies and guidance to help you make the most of your wealth-building potential. From managing cash flow to maximizing savings, we are here to help you achieve your financial goals. Our proprietary mobile app allows you to have your advisor in your pocket, making it convenient for you to access financial advice whenever you need it. We understand that each individual has unique financial needs and goals, which is why we work with you to transform your cash flow into sources of passive income for financial freedom.

Harbor Lights Financial Group, Inc. is a finance institution located at 2424 New Jersey 34, Manasquan, New Jersey, United States. Our team of highly accomplished advisors and CERTIFIED FINANCIAL PLANNER™ professionals work with clients to create customized strategies to enhance and preserve wealth. We are dedicated to helping clients achieve their financial goals and enjoy the freedom that comes with financial security. Our services focus on the accumulation and preservation of wealth, providing realistic solutions tailored to individual needs. We prioritize the financial well-being of our clients and their families, and are passionate about helping them achieve their goals. Contact us today to learn more about our services and how we can help you secure your financial future.

Clearpath Wealth Partners LLC is a finance institution located at 8000 Sagemore Drive in Evesham, New Jersey, United States. Our team of experienced financial advisors is dedicated to helping clients navigate their financial journey with clarity and confidence. Whether you are planning for retirement, managing investments, or seeking wealth preservation strategies, Clearpath Wealth Partners LLC offers personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Vallum Wealth Management is a leading finance institution located at 525 Rte 73 N in Evesham, New Jersey, United States. Specializing in wealth management services, Vallum offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Vallum Wealth Management is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Vallum Wealth Management is committed to helping you secure a prosperous financial future.

Edward Jones - Financial Advisor: Tracy J Johnson is a reputable finance institution located at 199 New Road in Linwood, New Jersey, United States. Tracy J Johnson is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Tracy J Johnson and Edward Jones are here to provide personalized and expert financial advice. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Tracy J Johnson is the go-to destination for all your financial needs.

TD Wealth is a leading financial institution located at 1500 U.S. 202 in Harding Township, New Jersey, United States. As a trusted provider of wealth management services, TD Wealth offers a range of financial solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, TD Wealth is dedicated to helping clients build, manage, and protect their wealth for the long term. Whether you are looking for investment advice, retirement planning, or estate planning services, TD Wealth has the expertise and resources to help you navigate the complexities of the financial world. Visit TD Wealth today to learn more about how they can help you secure your financial future.

Andrew Joseph Manganiello is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Campus Drive in Florham Park, New Jersey, United States. Andrew 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 showcase Andrew's expertise in various financial planning areas such as asset management, retirement planning, estate planning, and more. As a Financial Advisor, Andrew is dedicated to providing top-notch financial advice and services to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Matthew J Daly, CEPA® is a reputable finance institution located at 251 North Avenue West in Westfield, New Jersey, United States. As a Certified Exit Planning Advisor, Matthew J Daly offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones is dedicated to helping individuals and businesses navigate the complexities of financial planning. Trust Edward Jones - Financial Advisor: Matthew J Daly, CEPA® for all your financial needs.

Michael Batas - Ameriprise Financial Services, LLC is a finance institution located at 25A Hanover Road, Florham Park, New Jersey, United States. They offer a wide range of financial services and certifications to meet the diverse needs of their clients. Some of the certifications offered by Michael Batas - Ameriprise Financial Services, LLC include 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®, CFP®, 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®.

SFI Advisors is a reputable finance institution located at 79 Midland Avenue in Montclair, New Jersey, United States. With a team of experienced financial experts, SFI Advisors provides a wide range of financial services including investment management, financial planning, and wealth management. Clients can trust SFI Advisors to provide personalized solutions to help them achieve their financial goals.

Scalia Wealth Management is a prestigious financial institution located at 477 Chestnut Street in Union, New Jersey. With a commitment to providing personalized financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From retirement planning to wealth preservation, Scalia Wealth Management offers a comprehensive range of services tailored to meet the unique needs of each individual client. Visit us today to learn more about how we can help you secure your financial future.

The Hakim Team at UBS Financial Services Inc. is a leading finance institution located in Westfield, New Jersey, United States. With a team of experienced financial experts, they provide personalized wealth management and investment services to help their clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, The Hakim Team is dedicated to providing innovative solutions and expert advice to help you navigate the complex world of finance. Trust in The Hakim Team to provide you with the guidance and support you need to secure your financial future.

American Advisors is a trusted financial advisor located in Toms River, New Jersey. Our team of experienced professionals at 1288 Woodfern Court is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, we are here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Brian Manning - Morgan Stanley is a finance institution located at 2150 New Jersey 35 in Sea Girt, New Jersey, United States. With a strong reputation in the financial industry, Brian Manning - Morgan Stanley offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced team at Brian Manning - Morgan Stanley is dedicated to providing personalized and comprehensive financial services. Visit their office in Sea Girt today to start building a secure financial future.

Ritacco Galgano and Associates Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 2310 New Jersey 34 in Manasquan, New Jersey, United States. Specializing in wealth management, they offer a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial planning to individuals and businesses. Trustworthy and reliable, Ritacco Galgano and Associates Wealth Management is dedicated to helping clients secure their financial future.

Harris Financial Services is a reputable finance institution located at 1340 Chews Landing Road in Laurel Springs, New Jersey, United States. With a team of experienced financial experts, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit us today to see how Harris Financial Services can help you secure your financial future.

Steven Vitanza is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. Steven Vitanza holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter, and CFMA®. These certifications demonstrate Steven Vitanza's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Steven Vitanza is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

H&R Block is a renowned accounting and finance institution located at 3501 New Jersey 42 in Washington Township, New Jersey, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial assistance, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals. With a reputation for excellence and a commitment to customer satisfaction, H&R Block is the go-to institution for all your accounting and finance needs.

All-Rite Notary & Signing Services is a trusted finance institution located at 622 West Saint Georges Avenue in Linden, New Jersey, United States. We specialize in providing notary and signing services for a variety of financial transactions. Our team of experienced professionals ensures that all documents are properly authenticated and signed in accordance with legal requirements. Whether you need assistance with loan signings, real estate transactions, or any other financial documents, you can rely on All-Rite Notary & Signing Services to provide efficient and reliable service. Visit us today to experience our commitment to excellence in notary and signing services.