TOP 30 Estate planning documents in New York, New York

289 results found

Chris Hurd - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York, United States, is a finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on retirement, education, and major purchases, we provide investment, asset allocation, and portfolio recommendations tailored to your needs. Our client-centered approach involves documenting your goals, regular progress reviews, and updating strategies as life changes. You can securely access your investments and track your progress anytime, anywhere. As a trusted wealth manager, Ameriprise Financial was named one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily. Schedule a complimentary initial consultation to start planning for a more confident financial future. Please note that investment products involve risks, and securities are offered through Ameriprise Financial Services, LLC, with Chris Hurd conducting business with residents of registered states. Contact us today to discuss your financial goals.

Merrill Lynch Financial Advisor William Emmons is located at 2 Court Street, Binghamton, New York, United States. As your Merrill advisor, William Emmons focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. William began his career with Merrill Lynch Wealth Management in 2014 and works with a wide variety of clients, specializing in customized wealth strategies and planning. In 2018, he was honored with the prestigious David Brady Award for exceptional service to clients and community. When not working, William enjoys spending time with his family, golfing, cooking, and traveling. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. William's team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, William focuses on helping you prioritize your family, goals, and priorities as they change over time.

Interboro Insurance and Income Tax Services is a reputable institution located in Monticello, New York, United States. Specializing in accounting and finance services, they offer a wide range of insurance and tax solutions to individuals and businesses. With their team of experienced professionals, clients can expect personalized and reliable assistance with their financial needs. Whether you need help with tax preparation, insurance coverage, or financial planning, Interboro Insurance and Income Tax Services is dedicated to providing top-notch services to help you achieve your financial goals. Visit them at 575 New York 17B to learn more about how they can assist you.

Lieberman Glenn is a renowned health institution located at 35 Front Street in Binghamton, New York, United States. With a commitment to providing top-quality healthcare services to the community, Lieberman Glenn offers a wide range of medical treatments and services to meet the diverse needs of its patients. The institution is staffed by highly skilled and compassionate healthcare professionals who strive to deliver personalized care and support to each individual. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Lieberman Glenn is dedicated to helping you achieve optimal health and well-being.

Nick Constantino, Notary Public is a trusted institution located at 10 Matthews Street in Goshen, New York. As a notary public, they offer professional notarization services for a variety of legal documents. Whether you need to authenticate signatures, certify copies, or administer oaths, Nick Constantino is here to help. With a focus on accuracy and efficiency, they ensure that all documents are properly notarized in accordance with state regulations. Trust Nick Constantino, Notary Public for all your notarization needs in the finance and insurance industry.

Nick Constantino Process & Legal Support Services is a reputable finance institution located at 10 Matthews Street in Goshen, New York, United States. They offer a wide range of services including process serving, legal support, and financial consulting. With a team of experienced professionals, they provide reliable and efficient solutions to meet the needs of their clients. Whether you are in need of assistance with legal documents, court filings, or financial planning, Nick Constantino Process & Legal Support Services is dedicated to providing top-notch services with the highest level of professionalism.

Long Island City Mobile Notary Services is a finance institution located at 5627 2nd Street in New York, United States. We offer convenient and reliable notary services that can come to you wherever you are in Long Island City. Our team of experienced professionals is dedicated to providing efficient and accurate notarization for all your important documents. Whether you need a power of attorney, real estate documents, or legal agreements notarized, we are here to help. Trust Long Island City Mobile Notary Services for all your notary needs.

Andrew Golub NY NJ PA Notary Public is a trusted and reliable institution located at 21 Parker Street in New York, United States. Specializing in finance, they offer top-notch notary public services for clients in New York, New Jersey, and Pennsylvania. With years of experience and expertise, Andrew Golub and his team ensure that all legal documents are properly authenticated and executed in a timely manner. Whether you need notarization for real estate transactions, wills, powers of attorney, or any other important documents, you can count on Andrew Golub NY NJ PA Notary Public to provide professional and efficient service.

Deborah A Young Attorney at Law is a reputable legal institution located at 3 Forester Avenue in Warwick, New York. Specializing in various areas of law, Deborah A Young offers expert legal advice and representation to clients in need. With a commitment to providing personalized and professional service, clients can trust in the expertise and dedication of Deborah A Young Attorney at Law for all their legal needs.

Toal Charles A is a respected law firm located at 216 New York 17 in Tuxedo Park, New York. With a focus on providing top-notch legal services, the institution is known for its expertise in various areas of law. Whether you are in need of legal advice, representation in court, or assistance with legal documents, the experienced team at Toal Charles A is dedicated to helping clients navigate the complexities of the legal system. Trustworthy, reliable, and committed to achieving the best possible outcomes for their clients, Toal Charles A is a go-to choice for anyone in need of legal assistance in the Tuxedo Park area.

Jane Cowles, Attorney is a reputable law firm located at 22 Reld Drive in Pearl River, New York, United States. Specializing in various legal matters, Jane Cowles is a skilled and experienced lawyer dedicated to providing top-notch legal services to her clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Jane Cowles, Attorney is here to help. With a strong commitment to professionalism and client satisfaction, you can trust Jane Cowles to handle your legal needs with expertise and care. Contact Jane Cowles, Attorney today to schedule a consultation and discuss how she can assist you with your legal concerns.

Diana Mohyi Attorney at Law, located at 125 Park Avenue in New York, New York, is a reputable law firm specializing in various legal matters. Their team of experienced lawyers provides quality legal services to clients in need of expert guidance and representation. Please note that the information provided on their website is for general information purposes only and does not establish an attorney-client relationship. Past successes do not guarantee future results. Contact Diana Mohyi Attorney at Law for professional legal assistance with your case.

Robert S Lewis, P.C. is a reputable law firm located at 53 Burd Street in Nyack, New York. Specializing in various legal matters, the firm is known for providing top-notch legal services to clients in the United States. With a team of experienced lawyers, Robert S Lewis, P.C. is dedicated to representing their clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, you can trust Robert S Lewis, P.C. to provide you with expert guidance and support.

Randy C Schustal Esq is a reputable law firm located at 151 Richmond Hill Road in New York, United States. Specializing in various areas of law, including but not limited to personal injury, criminal defense, and family law, Randy C Schustal Esq is dedicated to providing top-notch legal representation to clients in need. With a team of experienced and knowledgeable attorneys, this institution is committed to helping individuals navigate the legal system and achieve the best possible outcome for their case. Trust Randy C Schustal Esq to handle your legal matters with professionalism, integrity, and skill.

Frank V. Savona Esq is a reputable law firm located at 4459 1 Amboy Road in New York, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, Frank V. Savona Esq provides expert legal services to clients in need. With a team of experienced lawyers dedicated to achieving favorable outcomes for their clients, this institution is known for their professionalism, integrity, and commitment to justice. Whether you are facing a legal dispute or seeking legal advice, Frank V. Savona Esq is here to help.

The Law Office of Cyprianne L. Rookwood is a reputable legal institution located at 44 Court Street in New York, United States. Specializing in various aspects of law, Attorney Cyprianne L. Rookwood provides expert legal services to clients in need of representation and guidance. With a focus on professionalism, integrity, and dedication, the law office is committed to advocating for the rights and best interests of their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, The Law Office of Cyprianne L. Rookwood is here to help.

Sophia Sharma & Associates, P.C. is a reputable law firm located at 28-07 Jackson Avenue in New York, United States. Specializing in various areas of law, the firm is dedicated to providing top-notch legal services to clients in need. With a team of experienced lawyers, Sophia Sharma & Associates, P.C. offers personalized and professional representation to help clients navigate through legal challenges. Whether you are seeking assistance with a personal injury case, family law matter, or business dispute, you can trust the expertise and commitment of the attorneys at Sophia Sharma & Associates, P.C. to protect your rights and achieve the best possible outcome for your case.

SUITA LAW FIRM, PLLC is a reputable legal institution located at 900 South Avenue in New York, United States. Our team of experienced attorneys specialize in a wide range of legal services, including but not limited to corporate law, real estate law, family law, and estate planning. With a commitment to providing personalized and effective legal solutions, we strive to meet the unique needs of each of our clients. Contact us today to schedule a consultation and learn how we can help you with your legal matters.

Rochelle Inger Law Office PLLC is a reputable legal institution located at 1 Dalewood Drive in Suffern, New York. Specializing in providing expert legal services, the law office is dedicated to helping clients navigate through various legal matters with professionalism and integrity. With a focus on personalized attention and effective representation, Rochelle Inger Law Office PLLC is committed to achieving the best outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, the experienced team at Rochelle Inger Law Office PLLC is here to help.

The Law Office of Robert J. Maher, PC is a leading immigration and estate planning firm located at 52 Duane Street in New York City. Our dedicated attorneys provide compassionate and competent legal assistance to immigrants and their families, ensuring they receive the best representation and guidance. Specializing in immigration law, we offer solutions for entry, status adjustments, employment-based immigration, and removal proceedings defense. Additionally, we assist clients in creating comprehensive estate plans to protect their assets and loved ones through wills, trusts, and guardianship documents. With expertise in federal courts and immigration waiver applications, we strive to achieve favorable outcomes for our clients. Whether you are seeking citizenship, fleeing persecution, or navigating immigration issues as a foreign juvenile, our experienced team is here to help. Trust the Law Office of Robert J. Maher, PC for all your immigration and estate planning needs.

The Law office of Nona Tilley, ESQ is a reputable legal institution located at 7201 13th Avenue in New York, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate law, Nona Tilley and her team provide expert legal counsel and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law office of Nona Tilley, ESQ is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a legal issue or simply need legal advice, you can trust Nona Tilley and her team to guide you through the legal process with skill and compassion.

Catullo Richard L is a health institution located at 245 Old Mill Road in Northport, New York. This institution is dedicated to providing top-quality healthcare services to the community. With a team of experienced healthcare professionals, Catullo Richard L offers a wide range of medical services to meet the needs of patients of all ages. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can count on Catullo Richard L to provide compassionate and personalized care. Visit us today and experience the difference our commitment to excellence makes in your healthcare journey.

Merrill Lynch Financial Advisor Ellen Chiang, located at 114 West 47th Street in New York, is a Vice President and Wealth Management Advisor with over 15 years of experience in corporate financial management and private wealth management. Ellen is dedicated to helping individuals and families build, preserve, and grow their personal wealth and business earnings. She is fluent in English, Chinese Mandarin, and Taiwanese, and believes in starting every relationship with a conversation to truly understand her clients' needs and goals. Ellen works with a variety of professionals, families, and businesses nationwide, providing customized strategies based on her clients' unique needs and investment personalities. She is committed to helping her clients prioritize, plan, and develop a custom strategy to achieve their most important financial goals, whether it's retirement planning, college savings, or wealth transfer. Ellen is also actively involved in community organizations, serving as the Estate Planning Council of New York City’s Diversity & Inclusion Committee Chair and on the board of Woodcraft Rangers, a non-profit organization. With Merrill Personal Wealth Analysis™, Ellen can help clients build and document a personalized financial plan centered on their goals and focused on achieving their dreams. Ellen believes in the power of continuous communication and personalized investment strategies to help her clients navigate the ever-changing financial markets and reach their financial goals.

Merrill Lynch Financial Advisor Patrick R Sullivan is located at 225 Liberty Street, New York, New York, United States. Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Patrick assists clients by seeking to understand their financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the PES team are deeply committed to delivering the highest level of service for all of their clients. Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.

Merrill Lynch Financial Advisor Matthew C. Dupuis is located at 75 Rockefeller Plaza in New York, New York, United States. This institution specializes in finance and is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. With a team of talented and experienced individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Their mission is to understand each client's unique goals and priorities, and to design and implement a personalized financial plan to help them pursue their financial goals while managing investment risk. By focusing on potential solutions and utilizing the resources of Merrill and Bank of America, they work with clients to develop an approach tailored to their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on individual goals. The advisors at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of their financial lives and achieve their financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch aims to help clients live their best financial lives.

TC Services USA Inc, located at 17 State Street in New York, is a top-tier accounting and finance institution specializing in providing businesses with the best-in-class business tax credit services. They offer a wide range of federal and state tax credits and incentives, utilizing their advanced technology or integrating with your preferred HR and payroll platforms. One of the key services they provide is the Work Opportunity Tax Credit (WOTC), which offers businesses a tax credit of $2400 - $9600 for each eligible employee hired. Companies in industries such as staffing, homecare, and food service have greatly benefited from this program. Additionally, they assist businesses in claiming Employee Retention Credit (ERC) Tax Credits to help retain employees during the COVID-19 pandemic, offering up to a $36,000 IRS refund for each eligible employee for the years 2020 and 2021.

Divine Tax Services, Notary Public is a reputable institution located at 744B Utica Avenue in New York, United States. Specializing in accounting and finance services, they offer expert tax preparation, bookkeeping, and financial consulting to individuals and businesses alike. With a team of experienced professionals, Divine Tax Services is dedicated to providing top-notch service and ensuring their clients' financial needs are met with precision and care. Additionally, their Notary Public services offer a convenient and reliable way to authenticate important documents. Trust Divine Tax Services, Notary Public for all your financial and notarial needs in the New York area.

Stephen Horowitz is a reputable dental institution located at 225 Dolson Avenue in Middletown, New York. As a trusted dentist in the area, Stephen Horowitz provides top-notch dental care and health services to patients of all ages. With a focus on preventive care and patient education, the institution strives to help individuals maintain optimal oral health and overall well-being. The dedicated team at Stephen Horowitz is committed to providing personalized care and utilizing the latest advancements in dental technology to ensure the best possible outcomes for their patients. Whether you need a routine check-up, a cosmetic procedure, or emergency dental care, Stephen Horowitz is here to help you achieve a healthy and beautiful smile.

Burns & Hage PC is a reputable health institution located at 6934 Williams Road in Niagara Falls, New York, United States. With a team of experienced and dedicated professionals, they provide top-quality healthcare services to their patients. From routine check-ups to specialized treatments, Burns & Hage PC is committed to promoting the well-being and health of their community. Visit them today for personalized and comprehensive healthcare solutions.

Cox Sally A is a health institution located at 5820 Main Street in Williamsville, New York, United States. This facility offers a range of healthcare services to meet the needs of patients in the local community. With a team of experienced medical professionals, Cox Sally A is dedicated to providing high-quality care and personalized treatment plans to help patients achieve and maintain optimal health. Whether you are in need of routine check-ups, specialized medical treatment, or preventative care, Cox Sally A is committed to supporting your well-being and overall health. Visit us today to experience compassionate care in a welcoming and comfortable environment.