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

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Cooper Arias, LLP is a reputable accounting and finance institution located at 133 New York 304 in Nanuet, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Cooper Arias, LLP to provide expert advice and assistance in managing their financial affairs effectively.

Prudential Financial is a renowned finance and insurance agency located at 60 Dutch Hill Road in Orangeburg, New York, United States. With a strong reputation for providing comprehensive financial services and insurance solutions, Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a commitment to excellence and customer satisfaction, Prudential Financial is a trusted partner for all your financial and insurance needs.

Paul Berkman, a financial advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue in New York, New York, is dedicated to helping clients prepare for their financial goals. With a focus on personalized advice, Paul takes the time to understand what matters most to each individual, whether it's saving for college, planning for retirement, or making smart investments. By offering tailored financial advice, clients can feel more confident and in control of their financial future. Paul Berkman is committed to helping clients navigate the complexities of investing, understanding that risk and reward are closely linked. By assessing risk tolerance and creating a customized investment strategy, clients can make informed decisions about their financial portfolios. Paul is registered in states where he can conduct securities business, and clients can find more information on his qualifications through FINRA's BrokerCheck website.

Philip T Matthews is a leading institution in the field of accounting and finance, located at 447 Craig Avenue in New York, United States. With a reputation for excellence and expertise in financial matters, the institution offers a range of services and programs to help individuals and businesses manage their finances effectively. Whether you are looking for assistance with tax preparation, investment planning, or financial consulting, Philip T Matthews has the knowledge and experience to meet your needs. Trust in their team of professionals to provide you with the guidance and support you need to achieve your financial goals.

Dan Clunies - Cost Segregation Services is a leading finance institution located at 123 Hope Street in New York, United States. Specializing in cost segregation services, they provide expert guidance and analysis to help clients maximize tax savings and improve cash flow. With a team of experienced professionals, Dan Clunies - Cost Segregation Services offers personalized solutions tailored to meet the unique needs of each client. Whether you are a small business owner or a large corporation, they are dedicated to helping you achieve your financial goals efficiently and effectively.

Main Street Success is a premier institution located at 47 West Main Street, Smithtown, New York, United States. We offer industry-leading courses and online learning to help you excel in the real estate industry. Whether you join our CE Classes online via Zoom or in person, we have a variety of options to help you maintain your license and expand your knowledge. Our courses are designed to help you earn more and work more efficiently, with a focus on meeting state regulatory requirements. We want only the best for you, which is why we provide excellent courses to help you become a top-notch real estate agent.

Jonathan Denise, Bankers Life Agent is a reputable insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in life insurance, our experienced agents are dedicated to helping clients protect their loved ones and secure their financial future. With a commitment to personalized service and tailored insurance solutions, we strive to provide peace of mind and security for our valued customers. Contact us today to learn more about our services and how we can assist you in finding the perfect insurance coverage for your needs.

William Geary - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York. With a strong focus on providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized and reliable assistance. Trust William Geary - Prudential Financial to guide you towards a more secure financial future.

Blue Ocean Wealth Solutions is a premier finance and insurance agency located at 2200 Northern Boulevard in East Hills, New York. Our team of experienced professionals is dedicated to helping clients navigate the complexities of wealth management and insurance planning. With a focus on creating customized solutions that align with each client's unique goals and circumstances, we strive to provide a blue ocean of opportunities for financial success and security. Contact us today to learn more about how we can help you achieve your financial objectives.

The Ostrove Group Incorporated, located at 4 New King Street in New York, United States, is a renowned institution in the fields of health and insurance. Established in 1965 by Mitchell Wm. Ostrove, CLU, ChFC, the institution specializes in business insurance, estate planning, and financial analysis. With a strong focus on employee benefit plans, business and estate planning, and investment opportunities, The Ostrove Group assists businesses, families, and high net worth individuals in saving money and achieving their financial goals. Mitchell Ostrove offers a range of products and services through Ostrove Group - insurance and financial services, Ameritas Investment Company, LLC (AIC) - securities and investments, and Ameritas Advisory Services (AAS) - investment advisory services. The institution is dedicated to providing comprehensive planning solutions to its clients and is committed to helping them secure their financial future.

Allstate Financial Services is a finance and insurance agency located at 11 Martine Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services and insurance products, Allstate Financial Services is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the knowledgeable professionals at Allstate Financial Services are here to help you every step of the way. Trust in Allstate Financial Services to provide you with the personalized financial solutions you need to secure your future.

Liliana Sartori: Primerica - Financial Services is a leading finance and insurance agency located at 17930 149th Avenue in New York, United States. With a focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, retirement savings, insurance policies, and more. Led by experienced professionals, Liliana Sartori: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.

Alttax is a reputable institution located at 148 Wyckoff Avenue in New York, United States. Specializing in accounting and finance services, Alttax offers expert advice and assistance to individuals and businesses looking to manage their finances effectively. In addition to their financial services, Alttax also operates as a store, providing a range of products and resources to support their clients' financial needs. With a team of experienced professionals, Alttax is dedicated to helping their clients achieve financial success and stability.

Renzi Robert V is a reputable law firm located at 120 Washington Street in Watertown, New York. Specializing in various legal fields, the institution offers expert legal services and counsel to clients in need of representation. With a team of experienced lawyers, Renzi Robert V is dedicated to providing personalized and effective solutions for a wide range of legal matters. Whether you are facing a criminal charge, need assistance with a family law issue, or require guidance in a business dispute, the professionals at Renzi Robert V are here to help. Contact them today to schedule a consultation and discuss your legal needs.

Mattacola Law Firm is a reputable legal institution located at 217 North Washington Street in Rome, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, our skilled attorneys are here to help. Trust Mattacola Law Firm for expert legal guidance and representation in the United States.

The Law Offices of Sheila Starkey Hahn, PC is a reputable legal institution located at 39 Temple Street in Fredonia, New York. Specializing in various areas of law, including family law, estate planning, and real estate law, the experienced team at this firm is dedicated to providing top-notch legal services to their clients. With a strong commitment to professionalism and client satisfaction, Sheila Starkey Hahn and her team strive to deliver personalized and effective legal solutions to meet the unique needs of each individual client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust the Law Offices of Sheila Starkey Hahn, PC to provide expert legal representation and guidance.

DelleFave Law is a reputable law firm located at 45 Exchange Boulevard in Rochester, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, DelleFave Law is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal needs with professionalism and care. Contact us today to schedule a consultation and discover how we can assist you with your legal concerns.

Merante Vincent E is a reputable law firm located at 2024 West Henrietta Road in Rochester, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in need of expert guidance and representation. Specializing in various areas of law, Merante Vincent E is committed to delivering personalized and effective solutions to meet the unique needs of each client. Whether you are facing a legal dispute, need assistance with a contract, or require representation in court, the skilled attorneys at Merante Vincent E are here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

The Law Offices of Matthew J. Rich, P.C. is a reputable law firm located in Rochester, New York. Specializing in various areas of law, including criminal defense, personal injury, and family law, Attorney Matthew J. Rich and his team are dedicated to providing high-quality legal representation to their clients. With a focus on personalized attention and effective advocacy, they strive to achieve the best possible outcomes for each case they handle. Located at 28 East Main Street, the Law Offices of Matthew J. Rich, P.C. is a trusted resource for individuals in need of experienced and knowledgeable legal assistance.

June Castellano, Esq. is a prestigious law firm located at 150 Allens Creek Road in Rochester, New York. Specializing in various areas of law, including family law, criminal defense, and personal injury, June Castellano, Esq. offers expert legal representation and guidance to clients in need. With a commitment to providing personalized attention and achieving the best possible outcomes for each case, the firm is known for its professionalism and dedication to client satisfaction. Whether you are facing a legal dispute or seeking legal advice, June Castellano, Esq. is here to help.

The Law Office of Scott A. Klion, PLLC is a reputable legal institution located at 385 Burnt Meadows Road in Gardiner, New York. Led by experienced attorney Scott A. Klion, the firm offers a wide range of legal services to clients in the United States. With a focus on personalized attention and professional representation, the team at The Law Office of Scott A. Klion, PLLC is dedicated to helping clients navigate the complexities of the legal system with confidence and ease. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning matter, you can trust the expertise and dedication of the professionals at this esteemed law office.

Rizzo & Kelley is a reputable law firm located at 272 Mill Street in Poughkeepsie, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, criminal defense, family law matters, or estate planning, Rizzo & Kelley is committed to providing top-notch legal representation. Their office in Poughkeepsie serves clients throughout New York, offering personalized attention and effective solutions to meet their clients' legal needs. Contact Rizzo & Kelley today for professional and reliable legal assistance.

Miller Law Group is a leading institution located at 145 Huguenot Street in New Rochelle, New York, United States. As a team of dedicated lawyers, we prioritize replacing hostility with negotiation and aggression with understanding. We believe in treating every client as a human being, not just a case file. Our Divorce Dialogues program brings together experts to discuss effective strategies for navigating divorce and achieving a better life post-separation. You can explore our video library and blog for valuable insights on various topics related to divorce and family law.

Martin Grossbach P.C. Attorneys-at-Law is a reputable institution located at 660 White Plains Road in Tarrytown, New York. Specializing in accounting, finance, and legal services, our team of skilled attorneys are dedicated to providing top-notch representation and advice to our clients. With years of experience and a track record of success, we are committed to helping individuals and businesses navigate complex legal and financial matters. Whether you are in need of tax assistance, estate planning, or general legal counsel, Martin Grossbach P.C. Attorneys-at-Law is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Morgan Legal Group PC in Staten Island, NY is a team of skilled professionals dedicated to providing personalized and high-quality legal services tailored to each client's individual needs. Unlike large law firms, clients have direct access to attorneys who are ready to assist with any questions or concerns. Specializing in estate planning, the attorneys at Morgan Legal Group possess extensive knowledge and experience in this area of law. With certifications and advanced training in estate planning, clients can trust that the firm's team has the expertise needed to create tailored solutions for their estate planning needs.

The Law Office of Edon H. Warslie PC is a reputable legal institution located at 101-62 Lefferts Boulevard in New York, United States. Specializing in various aspects of law, Edon H. Warslie PC offers expert legal services for individuals and businesses alike. With a focus on professionalism, integrity, and client satisfaction, the team at this law office is dedicated to providing top-notch legal representation and guidance. Whether you are facing a personal injury case, need assistance with family law matters, or require legal advice for your business, the Law Office of Edon H. Warslie PC is here to help. Contact them today to schedule a consultation and discuss your legal needs.

The Law Office of David A. Bredin & Associates, P.C. is a reputable law firm located in New York, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those we serve. Contact us today at 136-18 39th Avenue to schedule a consultation and learn how we can assist you with your legal needs.

Albert Maimone & Associates, P.C. is a full-service business and real estate law firm located at 12716 14th Avenue, in New York, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys, including Albert and Peter Maimone, are dedicated to providing top-notch legal representation for individuals and businesses alike. With over 20 years of combined legal experience, our firm offers a client-centered approach to building lasting relationships with our clients. We handle a wide range of legal matters, from real estate issues to estate planning and civil litigation. Our team understands the complexities of New York real estate law and is committed to protecting the interests of our clients.

The Law Offices of Joseph M. Fein is a reputable legal institution located at 680 Central Avenue in Cedarhurst, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, the Law Offices of Joseph M. Fein is the go-to choice for all your legal needs in the Cedarhurst area. Contact us today for a consultation.

Robert H. Solomon, PC is a finance and lawyer institution located at 24 East Park Avenue, Long Beach, New York, United States. With over three decades of experience, we specialize in providing solutions during difficult financial times, particularly in the realm of bankruptcy. Our team works with over a thousand clients annually who are facing overwhelming debt, foreclosure, and financial instability. We understand that financial challenges can happen to anyone, and we are dedicated to providing knowledgeable counsel and empathetic support to help restore confidence in both the present and future. At Robert H. Solomon, PC, we aim to dispel myths surrounding bankruptcy and offer effective debt-relief strategies that empower our clients for years to come. Our services include Chapter 7 and 13 bankruptcy, debt negotiation and settlement, mortgage modification, and foreclosure defense. With our extensive experience, we can help you select and implement the best strategy to regain control over your finances and prepare for future challenges.