TOP 30 Estate and legacy planning in Queens, New York

14 results found

At Morgan Legal Group P.C. in Queens, New York, our team of trained professionals specializes in estate planning, providing personalized and comprehensive legal services tailored to each client's specific needs. Unlike many large law firms, our clients have direct access to an attorney whenever they have a question or concern. Our attorneys possess advanced knowledge and experience in estate planning, offering expertise in wills, trusts, powers of attorney, and healthcare directives. We work hand in hand with our clients to achieve common goals, whether their needs are urgent or long-term.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Welcome to Estate Planning Attorney Queens, your trusted partner for comprehensive estate planning services located at 56-30 186th Street, Queens, New York 11365. As leaders in the field, we specialize in providing a unique and personalized approach to meet the estate planning needs of individuals and families. Our firm offers a wide range of services, including domestic and international estate planning, taxation and wealth succession planning, business organization and succession planning, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Estate planning is a crucial legal process aimed at preserving and managing your assets during your lifetime and ensuring their distribution according to your wishes after your passing. A well-executed estate plan can save you and your estate significant amounts of money and ensure your final wishes are honored. Our expert attorneys will guide you through the process, allowing you to control what happens to your assets both now and in the future, rather than relying on state laws of inheritance.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

E Mark Lewis, Financial Professional at New York Life, is a trusted and experienced advisor in the finance and insurance industry. Located at 420 Lexington Avenue in New York, United States, E Mark Lewis offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on personalized and tailored solutions, E Mark Lewis is dedicated to providing top-notch customer service and expertise in the field. Whether you are looking for retirement planning, investment strategies, or insurance coverage, E Mark Lewis is your go-to resource for all your financial needs. Trust in E Mark Lewis to guide you towards a secure and prosperous financial 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.

The Law Offices of Juliet Cohen, P.C. is a trusted institution located at 105-19 Metropolitan Avenue in New York, United States. Specializing in Elder Law, Trusts and Estates, Probate & Administration, our dedicated team is committed to protecting everything you own and everyone you love. Attend our FREE Estate Planning Workshop to learn how to safeguard your assets and provide for your loved ones. With a well-drafted estate plan in place, you can ensure that your estate passes to your chosen beneficiaries without the need for probate, minimizing costs and ensuring your wishes are carried out.

Merit Financial Partners, LLC is a finance institution located at 6964 Grand Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Merit Financial Partners, LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merit Financial Partners, LLC is dedicated to helping you secure a prosperous financial future.

Prudential Advisors - Kelly James Financial Professional is a finance and insurance agency located at 21426 41st Avenue in New York, United States. As a trusted financial professional, Kelly James offers expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on providing top-notch service and comprehensive financial planning, Prudential Advisors - Kelly James is dedicated to helping individuals and families secure their financial future. Contact them today to learn more about their services and how they can assist you with your financial needs.

Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Ortiz & Ortiz, LLP: Your Trusted New York City Bankruptcy and Estate Planning Attorneys Welcome to Ortiz & Ortiz, LLP, a family-owned law firm dedicated to helping individuals and businesses navigate the complexities of financial and estate planning matters. Located at 287 Park Avenue South in the heart of Manhattan, New York City, our firm has been serving the community with integrity and compassion since 1953.

Welcome to East West Bank – Your Financial Bridge Between East and West Located at 135-11 Roosevelt Avenue, Queens, New York 11354, East West Bank is a premier financial institution dedicated to serving the diverse needs of our community. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, our roots are deeply embedded in the mission to support immigrants and individuals who were often overlooked by mainstream banks. Our commitment to inclusivity and empowerment remains steadfast as we continue to serve the vibrant AAPI community and beyond.

Welcome to NextHome Tract Realty Located in the heart of Queens, New York, at 10655 150th Street, NextHome Tract Realty is your premier real estate agency committed to transforming the way you experience real estate. We pride ourselves on our state-of-the-art marketing automation, cutting-edge technology, and unparalleled company culture, all designed to propel your business and career forward. At NextHome Tract Realty, we are not just real estate professionals; we are problem-solvers dedicated to making a meaningful impact.