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TOP 30 Legacy planning attorney in New Jersey
18 results found
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The Simone Law Firm, P.C. - Estate Planning Attorney
The Simone Law Firm, P.C. is a reputable estate planning attorney located at 819 Beach Avenue in Cape May, New Jersey. With a focus on helping clients protect their assets and plan for the future, the firm offers expert legal services tailored to each individual's unique needs. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate administration, the experienced team at The Simone Law Firm, P.C. is dedicated to providing top-notch legal representation and guidance. Contact them today to schedule a consultation and start securing your legacy.
The Simone Law Firm, P.C. - Estate Planning Attorney
The Simone Law Firm, P.C. is a trusted estate planning attorney located in Cinnaminson, New Jersey. With a focus on helping clients protect their assets and plan for the future, their team of experienced lawyers provides personalized legal guidance tailored to each individual's needs. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, The Simone Law Firm, P.C. is here to help. Contact them today at 700 U.S. 130 to schedule a consultation and start securing your legacy.
Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)
Omni 360 Advisors LLC (Formerly Shah Total Planning LLC) is a comprehensive financial institution located at 777 Scudders Mill Road, Plainsboro Township, New Jersey, United States. Our team consists of in-house Certified Public Accountants, Enrolled Agents, Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance Agents who are dedicated to partnering with you through life's opportunities and challenges. We offer a 360 approach to creating and implementing powerful life and legacy plans for our clients' long-term success. Our services cater to individuals, families, businesses, retirees, executives, professionals, and young professionals. From tax planning strategies to estate tax and distribution planning, retirement planning, and insurance needs analysis, we provide a wide range of financial support and planning services.
Law Office of Savinder J S Sodhi Office dba Legacy Law Group
The Law Office of Savinder J S Sodhi, operating as Legacy Law Group, is a reputable legal institution located at 220 Davidson Avenue in Franklin Township, New Jersey, United States. With a focus on providing expert legal services in various areas of law, including estate planning, probate, real estate, and business law, our experienced team is dedicated to helping clients navigate complex legal issues with professionalism and integrity. Whether you are in need of legal advice, representation, or assistance with drafting legal documents, our office is committed to providing personalized solutions tailored to meet your specific needs. Contact us today to schedule a consultation and discover how our skilled attorneys can help you achieve your legal goals.
Fendrick Morgan
Fendrick Morgan is a Life Care Planning Law Firm located at 1950 New Jersey 70, Cherry Hill, New Jersey, United States. Our team specializes in helping clients make long-term care decisions for their elder loved ones, ensuring the highest quality of life for all involved. We provide professional advice and guidance on estate and trust administration, Medicaid planning, Veterans' benefits, and more. Our experienced team of lawyers and professionals is dedicated to providing compassionate legal counsel in the areas of elder law and estate planning. We strive to customize a plan that works best for each client and their unique circumstances. Stay updated on the latest news and events from Fendrick Morgan by checking out our blog posts. If you have any questions or would like to schedule a consultation, our friendly staff is here to assist you. Contact us today to learn more about how we can help you and your loved ones.
Law Office of David Paul Daniels
The Law Office of David Paul Daniels is a longstanding institution located at 2985 Yorkship Square in Camden, New Jersey, United States. With a strong focus on family values and a deep love for the law, our firm is dedicated to providing exceptional legal services to our clients. Founded by David Paul Daniels, a respected attorney who played a key role in shaping bankruptcy laws in the District of New Jersey, our firm has a rich history of mentorship and legal excellence. Continuing the family legacy, David's granddaughter Tamika Wyche now serves as the CEO and attorney of the firm.
GARZA Law LLC
GARZA Law LLC is a legal institution located at 174 Nassau Street, Princeton, New Jersey, United States. Specializing in Business Planning, Business Succession, and Estate Planning, our team of lawyers is dedicated to helping you build, grow, and protect your legacy for your loved ones. We understand the importance of developing a plan to safeguard what you have worked hard to build. Our simplified project-based pricing ensures clarity on costs, and we use straightforward terms to make legal matters clear and legally sound. Whether you are in a business partnership or considering selling your business, our experienced team can provide guidance on various legal matters. We offer a 15-minute free consultation to help you get started on your important planning. Our clients appreciate our personalized service and express their gratitude online.
Merrill Lynch Financial Advisor Mark L Spedaliere
Merrill Lynch Financial Advisor Mark L Spedaliere is located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, setting the standard for trust and personalized service. The team at Merrill Lynch Wealth Management focuses on family, goals, and priorities, adapting to clients' changing needs over time. The Keller, Spedaliere, and Langley Wealth Management Group serves a diverse clientele, including physicians, attorneys, business owners, and others seeking thoughtful advice and personalized strategies. With a focus on intergenerational wealth planning and liability management, the team builds strong relationships with clients and their families. The legacy of founder Dr. Arnold Keller continues through the team's commitment to enlightening clients and serving their best interests with integrity.
Canarick & Canarick
Canarick & Canarick is a boutique estate planning law firm located at 11 Wharf Avenue in Red Bank, New Jersey. With over 20 years of experience, they specialize in guiding clients through the process of formalizing their legacy planning, including the preparation of legal documents such as Wills, Trusts, Powers of Attorney, and Medical Directives. In addition to estate planning, Canarick & Canarick also provides guidance for real estate transactions, helping clients understand their contracts and terms from start to finish. They offer advice to reduce or eliminate transfer taxes, including Estate Taxes, Gift Taxes, and Generation Skipping Transfer Taxes.
Waypoint Legal
Waypoint Legal is a law firm located at 4400 U.S. 9 in Freehold, New Jersey, United States. Specializing in serving seniors and adults with aging parents, our dedicated team of attorneys provides assistance with a variety of legal matters such as Medicaid, wills, trusts, advanced directives, Veteran’s benefits, probate, and more. Whether you are planning for the future or dealing with the loss of a loved one, we are here to support you every step of the way. As we age, important legal questions arise regarding property distribution, long-term care, and financial planning. Our experienced elder law attorneys in Freehold are here to guide you through these complex matters and help you create a comprehensive estate plan that meets your needs both now and in the future.
Matus Law Group
Located at 81 East Water Street in Toms River, New Jersey, the Matus Law Group has been serving the residents of New Jersey for over 20 years in matters of estate planning and real estate law. Specializing in estate planning for families with special needs members, our dedicated team of attorneys understands the unique challenges and concerns that these families face. At Matus Law Group, we believe that every estate, regardless of size, deserves a comprehensive plan to protect your loved ones. Our special needs estate planning services provide peace of mind for families, ensuring that their disabled family members are cared for in the future.
The Matus Law Group
The Matus Law Group, located at 125 Half Mile Road in Red Bank, New Jersey, is a trusted estate planning and real estate law firm with over 20 years of experience. Led by attorney Christine Matus, the firm specializes in helping families plan for financial security and create a lasting legacy for future generations. The firm offers comprehensive estate planning services, including guidance on real estate law and planning for families with special needs. With a focus on transparency and compassion, the Matus Law Group is dedicated to protecting your family's assets and ensuring a smooth inheritance process. Whether you need assistance with wills, trusts, probate, or estate administration, the experienced team at Matus Law Group is here to help. Contact them today at (732) 785-4453 to start planning for your family's future.
Merrill Lynch Financial Advisor Glenn Preston Evans
are proud to serve a diverse clientele, including corporate executives, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn Preston Evans, located at 51 John F Kennedy Parkway in Millburn, New Jersey, offers personalized financial planning and investment strategies tailored to each client's unique goals and circumstances. With a focus on building strong client relationships based on trust and personalized service, Glenn and his team provide nuanced insights and ongoing value to clients, helping them achieve their financial objectives and secure their legacies. As a Certified Financial Planner™, Chartered Retirement Planning Counselor, and Certified Plan Fiduciary Advisor, Glenn is dedicated to helping clients navigate complex financial decisions and plan for the future with confidence. Whether you are planning for retirement, managing investment risk, or preparing to pass on your wealth to future generations, Merrill Lynch Financial Advisor Glenn Preston Evans can help you develop a personalized financial strategy designed to help you achieve your goals.
Merrill Lynch Financial Advisor Richard J Miktus
Merrill Lynch Financial Advisor Richard J Miktus, located at 101 Hudson Street in Jersey City, New Jersey, is dedicated to helping clients prioritize and pursue their financial goals. Richard Miktus, a Vice President and Financial Advisor with over 15 years of experience, focuses on creating customized wealth management strategies tailored to each client's personal and financial objectives. Specializing in tax-efficient investing for high net worth clients, Richard works closely with executives, consultants, attorneys, doctors, and small business owners to help them achieve their goals. With a background in Applied Mathematics and Financial Management, Richard is well-equipped to provide wealth, executive compensation, and estate planning services to clients in the Sports & Entertainment industries. He is passionate about building strong relationships with his clients and believes that understanding their needs is essential to helping them reach their financial targets.
Merrill Lynch Financial Advisor Christopher G Cook
Merrill Lynch Financial Advisor Christopher G Cook is a trusted institution located at 100 Campus Drive, Florham Park, New Jersey, United States. Specializing in finance, we are dedicated to earning your trust and serving present and future generations. Our experienced team is focused on helping you navigate the challenges of wealth, providing access to investment resources from Merrill and banking convenience from Bank of America. We offer personalized advice and tailored strategies to help you achieve your financial goals and simplify your financial life. Our commitment to limited clients allows us to devote substantial time and energy to each individual, ensuring that your personal goals are prioritized and pursued. Our wealth management plans are designed to address every financial situation you may encounter, with access to a global network of information and specialists. Through periodic reviews and revisions, we track your progress and make adjustments as needed. We offer sophisticated investment strategies through Merrill and credit and lending solutions through Bank of America. Our dedication to providing world-class research and insights, as well as personalized guidance, sets us apart in the financial industry.
Merrill Lynch Financial Advisor Kelley A Mack
Merrill Lynch Financial Advisor Kelley A Mack is a prestigious finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The institution has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2019, showcasing their commitment to excellence in the financial industry. The team at Merrill Lynch Wealth Management, led by Kelley A Mack, focuses on understanding the individual needs and priorities of their clients, including family, goals, and evolving circumstances. They offer a comprehensive range of services, from risk-managed investing to retirement planning, education planning, gifting, wealth transfer, and more.
Merrill Lynch Financial Advisor Jonathan P Langley
Merrill Lynch Financial Advisor Jonathan P Langley, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, is a prestigious finance institution with a team of experienced and talented individuals committed to providing exemplary client service. The advisors at Merrill have received recognition from various financial industry publications, showcasing their dedication to building strong client relationships based on trust and personalized service. The Keller, Spedaliere and Langley Wealth Management Group, a part of Merrill Lynch Wealth Management, focuses on serving a diverse clientele including active and retired professionals such as physicians, attorneys, and business owners. The team at this institution goes beyond traditional investment management to create integrated strategies that address various aspects of client wealth, such as liability management and intergenerational wealth planning.
Merrill Lynch Financial Advisor Jean M Wiegner
Merrill Lynch Financial Advisor Jean M Wiegner is a finance institution located at 7 Roszel Road, Princeton, New Jersey, United States. The team serves multiple generations of client families and non-profit organizations in many states, providing tailored advice, a goals-based investment process, and a heartfelt service ethic. Clients include executives, business owners, academics, special-needs families, and individuals who benefit from personalized attention and strategy. Led by Jean Wiegner, the team brings over fifty years of experience and works closely with clients, CPAs, and attorneys to develop safe planning and special needs trusts. The team believes in earning trust through action, responsiveness, and outreach, and is dedicated to helping clients achieve their financial goals and create legacies. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized financial approaches. The team is committed to building strong client relationships based on trust and personalized service, helping clients navigate financial complexities and pursue their goals.
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