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TOP 30 Estate distribution planning in New York, NY
33 results found
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Morgan Legal Group PC | Estate Planning Lawyer Buffalo
At Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.
Estate Planning Long Island
Estate Planning Long Island, located at 1132 Tooker Avenue, West Babylon, New York, is a leading institution offering a unique and personalized approach to addressing estate planning needs for individuals and families. Specializing in a wide range of services including domestic and international estate planning, taxation, wealth succession planning, business organization, asset protection, probate, guardianship, and more, our team of lawyers is dedicated to helping clients achieve their goals and protect their assets. Estate planning is a crucial legal process aimed at preserving and distributing assets according to your wishes. By creating a comprehensive estate plan, you can save money, ensure your final wishes are carried out, and have control over what happens to your assets both now and in the future. Our team can help you navigate the complexities of estate planning, including drafting wills, setting up trusts, and avoiding probate.
Bank of Millbrook Trust Department
The Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.
Financial Advisory Network
Financial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.
Law Offices of Jeffrey A. Asher, PC
The Law Offices of Jeffrey A. Asher, PC, located at 80 Business Park Drive in Armonk, New York, is dedicated to providing Protection, Security, and Peace of Mind™ to its clients. Without proper planning, critical health care and financial decisions may not be made, assets may not be distributed as intended, and Will provisions may not be followed. The firm specializes in Estate Planning, Elder Law, Probate, Trust Administration, Medicaid Planning, Long-Term Care Planning, and Special Needs Planning. The team at the Law Offices of Jeffrey A. Asher, PC, offers comprehensive legal services tailored to meet each client's specific needs. They believe in providing thorough and detailed legal advice to ensure their clients have the protection, security, and peace of mind they deserve in a practical, efficient, and cost-effective manner.
Morgan Legal Group P.C. | Westchester
At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.
Amoruso & Amoruso, LLP
Amoruso & Amoruso, LLP is a renowned law firm located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in estate planning and elder law matters, our team of experienced attorneys, including Michael Amoruso and Sreelekha Chakrabarty Amoruso, work diligently to create customized, holistic plans that protect your legacy and age with you. We go beyond traditional wills and trusts to consider your life goals, financial objectives, long-term care needs, and tax goals. Our comprehensive estate plans also address asset distribution and family dynamics to ensure your loved ones are well-provided for now and in the future. At Amoruso & Amoruso, LLP, we believe in building long-term relationships with our clients to ensure their estate plans evolve with their changing circumstances. Our attorneys stay up-to-date on the latest developments in elder law and estate planning to provide you with solutions tailored to your individual needs. With our commitment to excellence and compassion, we have helped thousands of clients in New York and Connecticut secure their futures and achieve peace of mind.
AlbanyAdvisor Group
Albany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.
Simmons Capital Group
Simmons Capital Group is a leading finance institution located at 139 Meyer Road in New York, United States. With a strong track record of success and expertise in financial services, Simmons Capital Group provides clients with comprehensive investment solutions and strategic financial guidance. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Simmons Capital Group is committed to providing personalized and tailored financial solutions to meet your needs. Trust Simmons Capital Group to be your trusted partner in finance.
Merrill Lynch Financial Advisor Michael Spiros Lanides
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.
Anthony Buono Attorney
Anthony Buono Attorney is a law firm located at 1052 Kinderhook Street in Valatie, New York. Since 1996, Anthony Buono has been providing personalized and effective representation to clients in the Capital District, the Hudson Valley, and other upstate New York locations. Specializing in divorce and matrimonial law, Anthony Buono handles cases involving divorce, separation agreements, pre-nuptial agreements, child custody, visitation, child support, property distribution, and spousal maintenance. With experience in both Family Court and Supreme Court, Anthony Buono is skilled in working with expert witnesses and navigating complex evidentiary issues. He also represents clients in matters of child custody, visitation, spousal support, and child support, understanding the emotional complexity of domestic relations cases. The firm deals with issues such as domestic violence, orders of protection, relocation, and guardianships.
David Berger Atty At Law
David Berger Atty At Law is located at 301 North Stage Road in Vestal, New York. As a real estate attorney, David can help protect your investment by ensuring all legal documents and contracts are properly drafted and reviewed. With his expertise, he can help prevent disputes or financial losses that could jeopardize your property ownership. Whether you are buying or selling real estate, David can guide you through the complex legal landscape of transactions to ensure all necessary steps are taken and legal requirements are met. With his support, you can focus on enjoying your new property with peace of mind.
Castle Wealth Management
Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.
Visions Investment Services-The O'Connor Group
Visions Investment Services-The O'Connor Group, located at 33 Riverside Drive in Binghamton, New York, is a finance institution dedicated to helping clients build wealth, plan for retirement, and preserve their legacy. With over 30 years of experience, our advisors offer personalized guidance, investment management, and progress tracking to meet the unique needs of each client. Our team of financial professionals is committed to providing attentive and caring client service, ensuring that you receive the highest level of support on your financial journey. From analyzing your current situation to designing investment strategies, we involve you every step of the way to help you achieve your financial goals. Our holistic approach encompasses income, investment portfolio, tax and estate planning, charitable distributions, and risk management. Whether you are looking to retire comfortably, save for your child's education, or make smart financial decisions, O'Connor Investments can help you plan and manage your financial well-being. Securities and insurance offered through LPL Financial LLC and its affiliates are not insured by NCUA, not credit union guaranteed, not credit union deposits or obligations, and may lose value. Visit our website for more detailed information on our services and disclosures.
Dirk A. Olds, CAP®, CKA®
Dirk A. Olds, CAP®, CKA® is a finance institution located at 4100 Vestal Road, Vestal, New York, United States. The institution, founded by Dirk Olds, offers a range of financial services and educational opportunities for individuals and groups. Dirk Olds, a dedicated financial services representative, has a passion for helping others and has built a successful career in the industry. He is actively involved in his community, serving on various committees and organizations. Dirk lives in Endwell, NY, with his family and has a diverse range of hobbies, including maintaining a saltwater fish tank and traveling. He is dedicated to helping clients navigate the ever-changing financial landscape and make wise decisions for their future. The institution offers group educational opportunities on topics such as market volatility, charitable giving, and responsible investing.
Morgan Legal Group P.C. | Middletown
Morgan Legal Group P.C. in Middletown, New York, is a specialized law firm that focuses on estate planning. Our team of trained professionals is dedicated to providing personalized service tailored to each client's specific needs. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or need guidance. With a depth of knowledge and experience in estate planning, our attorneys are experts in providing tailored solutions to ensure our clients' financial and healthcare wishes are accounted for. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof.
Morgan Legal Group P. C.
At Morgan Legal Group P.C. in New York City, our team of skilled professionals is dedicated to providing personalized legal services tailored to each client's specific needs. Unlike large law firms, we ensure that clients have direct access to an attorney whenever they have a question or concern. Specializing in estate planning, our attorneys possess in-depth knowledge and experience in this area of law. We offer a comprehensive approach to estate planning, including services such as wills, trusts, powers of attorney, and healthcare directives. Our goal is to preserve and protect our clients' legacies and assets, helping them minimize estate taxes, avoid probate, and ensure a smooth transition of assets to beneficiaries.
Law offices of Stefanie A. Sovak
The Law Offices of Stefanie A. Sovak, located at 55 Quaker Avenue in Cornwall, New York, offers legal services in the areas of estate planning, guardianship, and elder law. Without proper legal planning, your estate may be distributed according to New York's laws of intestacy, and guardianship of your dependents may be determined by the state. The experienced team at Sovak Law can help you create a personalized plan to ensure your wishes are carried out. In times of loss, navigating the legal aspects of managing a loved one's estate can be overwhelming. The compassionate attorneys at Sovak Law can guide you through the process with care and expertise. Additionally, if you are facing questions about paying for a nursing home or finding resources to support your aging loved ones, Sovak Law can provide practical assistance. Contact the Law Offices of Stefanie A. Sovak for personalized legal solutions to protect your family and your future.
Law Offices of Leo Mikityanskiy, P.C.
The Law Offices of Leo Mikityanskiy, P.C. is a reputable institution located at 2801 Emmons Avenue, New York, United States. Specializing in estate planning, family law, intellectual property, patents, trademarks, and business law, our experienced team of lawyers provides comprehensive legal services to help clients navigate the complexities of the legal world. Our estate planning services, led by Attorney Leo Mikityanskiy, include establishing wills, trusts, and estate plans to ensure assets are distributed according to clients' wishes and provide asset protection from creditors. As a Registered Patent Attorney, Leo brings a unique perspective to intellectual property and business law matters, with experience in both law and engineering.
Schwartsman Law Group PLLC
Schwartsman Law Group PLLC, located at 2102 Avenue Z in New York, United States, offers comprehensive personal planning services for individuals, families, and businesses, as well as representation for fiduciaries. The firm specializes in estate administration, including probate, post-mortem tax elections, allocations, distributions, and accountings. They provide meticulous assets protection planning to safeguard wealth from potential risks and uncertainties. Estate planning, a crucial step in securing your legacy and providing for your loved ones' future, involves creating a strategy to manage and distribute assets in the event of incapacity or death. The firm also assists with trusts, which are legal entities holding assets for beneficiaries, offering greater control over asset management and distribution.
Davies Law Firm
Davies Law Firm, located at 210 East Fayette Street in Syracuse, New York, is a reputable institution specializing in estate planning and legal services. Our team of knowledgeable and friendly staff members are dedicated to helping clients of all ages and backgrounds protect their assets and ensure their loved ones are taken care of in the event of illness or death. Client testimonials praise the professionalism and thoroughness of our services, with individuals noting the ease and comfort they experienced throughout the process of setting up their living trusts. From seminars to final signing meetings, our team ensures that every aspect of estate planning is covered in a professional and comprehensive manner.
Martin Law, PC
Martin Law, PC is a law firm located at 2644 East Main Street, Wappingers Falls, New York, United States, specializing in Estate Planning. The firm, led by attorney Michael Martin, serves clients in Dutchess, Westchester, and Putnam Counties. The team at Martin Law, PC understands the importance of protecting your assets, preventing family conflicts, and maintaining control of your wealth and health in times of illness or disability. Whether you are looking to create a new Estate Plan or update an existing one, Martin Law, PC is here to help. Michael Martin and his staff provide personal attention, professional skill, and compassionate counsel to ensure your wishes are met and your family's future is secure. From creating Wills and Trusts to handling Probate and Litigation matters, the firm offers comprehensive estate planning services tailored to your unique needs.
Morgan Legal Group P.C. Bronx
Morgan Legal Group P.C. in Bronx, New York, located at 1200 Waters Place, is a trusted institution specializing in estate planning and probate matters. Our experienced attorneys provide comprehensive legal support tailored to your unique needs. Estate planning is crucial for protecting your loved ones and assets, and our skilled lawyers can help you create a well-crafted plan to ensure your wishes are respected and potential conflicts are minimized. We also specialize in guiding families through the probate process, managing the distribution of assets after an individual's passing. Our dedicated team offers personalized legal solutions to secure your legacy and provide peace of mind.
Schlessel Law PLLC | Medicaid Lawyer | Elder Law Attorney
ablishing your estate with the help of experienced attorneys can ensure that your wishes are fulfilled and your loved ones are taken care of. Schlessel Law PLLC, located in Mineola, New York, specializes in estate planning, elder law, and start-up legal services. Led by Seth Schlessel, a top-rated Long Island estate planning attorney, our team is dedicated to helping clients navigate the complexities of distributing their wealth and assets. We understand the importance of having a well-designed will and trust to protect your assets and ensure your family's future. Our team of New York trusts and estates lawyers will work closely with you to create a comprehensive estate plan that meets your individual needs. Whether you need help with drafting a will, establishing a trust, or planning for retirement, we are here to assist you every step of the way.
Morgan Legal Group PC | Staten Island NY
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.
Rosenthal, Attorneys at Law, P.C.
Rosenthal, Attorneys at Law, P.C. is a distinguished legal institution located at 336 Northern Boulevard in Great Neck, New York, United States. Ms. Deborah G. Rosenthal, the founder of the firm, has been recognized as a Distinguished Leader by the New York Law Journal. With unparalleled experience in various legal areas, Ms. Rosenthal specializes in representing companies and individuals in business formation, contract drafting and negotiation, estate planning, probate, and commercial real estate transactions. The firm's estate planning services are tailored to ensure that clients' wishes regarding asset distribution are upheld while considering tax laws. Additionally, Ms. Rosenthal guides clients through the probate process with expertise and care. In commercial real estate matters, she represents landlords, tenants, buyers, sellers, brokers, lenders, and mortgage brokers in lease negotiations, property transactions, and related legal issues.
SGF Law
SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.
Law Office of Roy A. List
The Law Office of Roy A. List, located at 109 Newbridge Road in Hicksville, New York, is a trusted institution specializing in estate planning services for clients in Nassau County, Suffolk County, and the Five Boroughs of New York City. With over 35 years of experience, our attorneys are dedicated to creating personalized and cost-effective estate plans tailored to each client's unique financial situation and wishes. Our team takes the time to understand your loved ones and property distribution preferences, and we explain the estate planning process in simple terms to ensure your goals are met. Whether you need assistance with wills, trusts, powers of attorney, or other legal documents, we are here to help you secure your assets for the future.
Davies Law Firm PC
Davies Law Firm PC, located at 714 University Avenue in Syracuse, New York, is a trusted institution specializing in estate planning and legal services. Our team of knowledgeable and friendly staff members are dedicated to helping clients of all ages and backgrounds protect their assets and loved ones. From setting up Living Trust plans to managing affairs in the event of serious illness or death, we provide professional and thorough guidance throughout the entire process. During the COVID-19 pandemic, we prioritize the safety and health of our clients by conducting seminars in large rooms to allow for social distancing and requiring masks at all times. Our diverse clientele includes individuals with modest to large estates, single or married, with or without children, all seeking to secure their financial future and ensure a smooth transition of assets to their beneficiaries.
The Constable Law Firm, P.C.
The Constable Law Firm, P.C. is a reputable lawyer institution located at 1205 Franklin Avenue in Garden City, New York, United States. Specializing in estate planning, elder law, and personal injury cases, the firm believes in providing personalized and comprehensive legal services to its clients. Led by Sean P. Constable, Esq., the firm serves clients in Long Island, Nassau and Suffolk counties, as well as the greater New York City metropolitan area. With a focus on estate planning beyond just distributing assets, the firm understands the importance of planning for the future and protecting the interests of its clients. Whether dealing with estate planning, elder law issues, or personal injury cases, The Constable Law Firm, P.C. is dedicated to providing top-notch legal representation and guidance to its clients.
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