TOP 30 Effective estate planning strategies in New York, New York

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Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

Laferriere Financial is a trusted financial institution located at 22 Century Hill Drive in Latham, New York. Specializing in finance, Laferriere Financial provides a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Laferriere Financial offers personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Laferriere Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Capobianco Financial Advisors is a leading finance institution located at 6 Executive Park Drive in New York, United States. Our team of experienced financial advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a commitment to excellence and integrity, we strive to provide our clients with the highest level of service and expertise. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Capobianco Financial Advisors is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Hedley & Co, PLLC Certified Public Accountants is a trusted institution located at 1593 U.S. 9, Clifton Park, New York, United States. Specializing in accounting and finance, we offer expert guidance on tax planning, resolving tax issues, and business growth strategies. With a focus on personalized service, we understand the challenges of balancing business and family, and are dedicated to helping you succeed every step of the way. Our experienced team, with a diverse client base, brings fresh ideas to help your business thrive. We are committed to serving the Saratoga County and Capital Region community, and show our appreciation through our 20th anniversary giving program. Contact us today to see how we can support your financial goals and become your firm for all seasons.

Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Shane J. Mahieu is a trusted professional located at 26 Century Hill Drive in Latham, New York, United States. With over 25 years of experience in the financial services industry, Shane is known for his methodical and disciplined approach in working with individuals, families, and organizations. He takes the time to understand his clients' unique goals and objectives, creating personalized financial plans tailored to their specific needs. Shane holds the designation of Accredited Asset Management Specialist from the College for Financial Planning, showcasing his expertise in managing assets effectively. He is also deeply involved in community service, volunteering as a firefighter and serving on various boards and councils.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

Merrill Lynch Financial Advisor Michael Spiros Lanides, located at 26 Century Hill Drive, Latham, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The institution focuses on understanding each client's unique financial situation and goals to create personalized wealth management strategies. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients can develop flexible strategies to navigate changing market conditions. The team aims to help clients pursue their financial goals while managing investment risk effectively.

Merrill Lynch Financial Advisor Scott D Calhoun is a reputable finance institution located at 449 New York 146, New York, United States. With a team of experienced professionals led by Scott D Calhoun, the institution provides expert financial advice and services to individuals and businesses looking to grow and manage their wealth effectively. Whether you are planning for retirement, investing in the stock market, or seeking guidance on estate planning, Merrill Lynch Financial Advisor Scott D Calhoun is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial planning for a secure financial future.

Williams & Lombardi is a renowned accounting and finance institution located in the heart of Albany, New York. With a prime location at 3 Clinton Square, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters. Whether you need help with tax preparation, investment planning, or financial consulting, Williams & Lombardi is the go-to institution for all your accounting and finance needs. Visit them today to see how they can help you achieve your financial goals.

Pascucci William CPA is a reputable accounting and finance institution located at 952 Troy-Schenectady Road in Latham, New York. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Their team of certified public accountants is dedicated to providing personalized and professional assistance to meet the unique needs of each client. Whether you need tax preparation, bookkeeping, or financial planning services, Pascucci William CPA is committed to delivering top-notch solutions to help you achieve your financial goals.

The Towne Law Firm Albany Lawyers is a reputable legal institution located at 500 New Karner Road in Albany, New York. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in a variety of practice areas. Whether you need assistance with business law, real estate transactions, estate planning, or any other legal matter, our skilled lawyers are here to help. With a commitment to personalized attention and exceptional representation, The Towne Law Firm Albany Lawyers is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Kyle W Patzwahl Attorney at Law is a reputable legal institution located in Hudson, New York, United States. Specializing in various areas of law, including but not limited to criminal defense, family law, and personal injury cases, Kyle W Patzwahl is a dedicated attorney who provides top-notch legal representation to his clients. With a track record of success and a commitment to ensuring the best possible outcomes for those he represents, Kyle W Patzwahl Attorney at Law is a trusted choice for individuals seeking legal assistance in the Hudson area.

Salazar and Erikson, LLP is a reputable law firm located at 573 Columbia Turnpike in East Greenbush, New York. Our team of experienced attorneys specializes in various areas of law, including personal injury, family law, criminal defense, and real estate. We are dedicated to providing our clients with personalized and effective legal representation to help them navigate through their legal issues. With a commitment to integrity, professionalism, and excellence, Salazar and Erikson, LLP is the trusted choice for individuals seeking legal assistance in the United States.

Ceresia Law Firm is a reputable law firm located at 1 State Street in Troy, New York. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or criminal defense, Ceresia Law Firm is here to help. With a commitment to excellence and a track record of success, you can trust Ceresia Law Firm to handle your legal needs with professionalism and expertise. Contact them today to schedule a consultation.

Girvin & Ferlazzo, P.C. is a well-established full-service general practice law firm located at 20 Corporate Woods Boulevard in Albany, New York. With over 25 years of experience, our team of dedicated attorneys specialize in a variety of legal issues including Education, Public and Private Sector Labor and Employment, Litigation Law, Personal Injury, Medical Malpractice, Real Estate, Corporate/Business Law, and Collections. Our attorneys are committed to providing the highest standards of legal research, writing, and advocacy to ensure the best possible outcome for our clients. We take pride in listening to our clients' needs and creating personalized legal strategies to efficiently achieve their goals. Whether you have a small individual matter, municipal issue, or large corporate case, Girvin & Ferlazzo is here to provide effective representation tailored to your specific needs.

Baynes Law Firm PLLC, headed by Brendan F. Baynes, is a reputable law firm located at 14340 Route 9W in Ravena, New York, United States. Specializing in providing legal services, particularly in the field of law, the firm is dedicated to offering expert legal advice and representation to its clients. With a focus on professionalism, integrity, and client satisfaction, Baynes Law Firm PLLC is committed to delivering top-notch legal services to individuals and businesses in need of legal assistance. Contact the firm today for reliable legal representation.

The Law Office of Mitchell Khosrova is a trusted legal practice located at 20 Park Row in Chatham, New York. Our team of experienced attorneys is dedicated to providing high-quality legal services in various areas of law, including personal injury, criminal defense, family law, and more. We pride ourselves on our commitment to our clients and our ability to achieve positive outcomes for their cases. Whether you are facing a legal dispute or need guidance on a complex legal matter, our team is here to help you navigate the legal system with confidence. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

The Law Office of Robert J. Fitzsimmons, located at 8 McNary Avenue in Kinderhook, New York, is dedicated to providing comprehensive legal services to individuals and businesses. With over 20 years of experience, Robert J. Fitzsimmons offers expert representation in various legal matters, including real estate transactions, land use activities, municipal law, litigation, and more. Whether you are buying or selling a home, starting a new business, or facing a legal dispute, the Law Office of Robert J. Fitzsimmons is here to help. Robert's extensive legal background and commitment to client success ensure that you receive the personalized attention and effective representation you deserve.

Jean M. Mahserjian, Esq., PC is a reputable law firm located at 1741 U.S. 9 in Clifton Park, New York. Specializing in family and matrimonial law, as well as estate planning, our team of dedicated Saratoga divorce lawyers and estate planning attorneys are here to provide conscientious, client-directed, and cost-effective legal services. With over 30 years of experience, Jean M. Mahserjian, Esq., PC was founded on the principle that clients should have the power to pursue the best remedies for their personal situations. Our goal is to empower our clients with the knowledge they need to navigate legal disputes and achieve the relief they seek.

Dievendorf Law Firm is a reputable legal institution located at 41 Yorkshire Lane in Delmar, New York. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the United States. Specializing in a variety of practice areas, including personal injury, family law, and estate planning, we strive to achieve the best possible outcomes for our clients. With a commitment to professionalism and integrity, Dievendorf Law Firm is here to assist you with all your legal needs.

Armstrong Deborah R is a health institution located at 632 Plank Road in New York, United States. Specializing in providing high-quality healthcare services, Armstrong Deborah R offers a range of medical treatments and services to meet the needs of its patients. With a team of experienced and dedicated healthcare professionals, the institution is committed to promoting the health and well-being of its patients. Whether you are in need of routine medical care or specialized treatment, Armstrong Deborah R is here to provide you with the personalized care you deserve.

Kevin Peryer Attorney At Law is a trusted legal firm located at 29 Track Side, Plattsburgh, New York, United States. With years of experience in the field of law, Kevin Peryer offers professional legal services to clients in need of expert representation. Specializing in various areas of law including criminal defense, family law, and personal injury, Kevin Peryer is dedicated to providing personalized attention and achieving the best possible outcomes for his clients. Whether you are facing a legal dispute or seeking legal advice, Kevin Peryer Attorney At Law is here to help. Contact us today to schedule a consultation.

Gutowski Gary is a reputable law firm located at 76 Main Street in Granville, New York. Specializing in various legal services, the firm is known for its commitment to providing top-notch legal representation and guidance to clients in the United States. With a team of experienced and knowledgeable lawyers, Gutowski Gary is dedicated to helping clients navigate through legal matters with professionalism and expertise. Whether you are in need of assistance with personal injury cases, family law issues, or estate planning, Gutowski Gary is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Bartlett, Pontiff, Stewart & Rhodes, P.C. is a prominent law firm located at 1 Washington Street in Glens Falls, New York. With a team of experienced lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, real estate, and business law, the firm is dedicated to providing top-notch legal representation and guidance to their clients. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Bartlett, Pontiff, Stewart & Rhodes, P.C. is committed to helping you achieve a favorable outcome.

Ianniello Anderson, P.C. is a reputable law firm located at 333 Glen Street in Glens Falls, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in areas such as personal injury, real estate, estate planning, and business law, Ianniello Anderson, P.C. is dedicated to providing high-quality and personalized legal representation to meet the needs of their clients. Their commitment to excellence and professionalism sets them apart as a trusted and reliable law firm in the Glens Falls area.

Strategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.

William J Bereza & Associates is a reputable finance institution located at 202 Cornelia Street in Plattsburgh, New York. 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 assistance with investment planning, retirement planning, tax strategies, or estate planning, the experts at William J Bereza & Associates are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Pattison Keith, a CPA, is a reputable accounting and finance institution located at 16 Pine Street in Glens Falls, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. Their expertise includes tax preparation, auditing, financial planning, and consulting services. Clients can trust Pattison Keith to provide reliable and professional financial guidance to help them achieve their financial goals.

Lyons Glenn P is a reputable doctor's office located at 96 Court Street in Plattsburgh, New York. Our dedicated team of healthcare professionals is committed to providing top-quality medical care to patients in the local community. Whether you need a routine check-up, treatment for an illness, or ongoing management of a chronic condition, Lyons Glenn P is here to help. With a focus on personalized care and patient education, we strive to promote overall wellness and improve the health of our patients. Schedule an appointment with us today and experience the difference our compassionate and skilled team can make in your healthcare journey.