Estate planning essentials in New York

S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.

The Manfred Real Estate Learning Center is the premier destination for real estate courses in New York. With over 35 years of experience, we are the trusted authority in the industry. Our comprehensive programs cover essential aspects of the real estate industry, including property valuation, sales and marketing strategies, legal frameworks, financing, and more. Our expert instructors are actively licensed in today's real estate market, ensuring you receive the most up-to-date information. Whether you are a budding salesperson, broker, appraiser, home inspector, mortgage loan originator, or assessor, we have the right educational resources to empower you. Our live webinars provide interactive and informative sessions on a variety of topics, helping you sharpen your skills and stay ahead in the real estate landscape.

Plan With Phil - Life Insurance & Disability Insurance is a finance and insurance agency located at 36-50 Main Street, New York, United States. We believe that life insurance is essential for a solid financial plan, and we offer a variety of options to fit your needs and budget. Our team of experienced professionals will provide personalized recommendations to help you protect your income and assets. Whether you are looking for term life insurance, whole life insurance, or disability insurance, we have got you covered. We understand that life is unpredictable, and having the right protection in place can provide security for you and your loved ones. Don't wait until it's too late - contact Plan With Phil today to get started on securing your financial future.

Located at 2533 Batchelder Street in New York, the Real Estate Legal Services - New York Lease and Contract Lawyer is a trusted institution specializing in finance, legal services, and real estate agency. Whether you are buying or selling residential or commercial properties, having a real estate lawyer on your side is crucial. The amount of documentation and legal nuances involved in real estate transactions can be overwhelming for non-attorneys, which is why having the right New York real estate closing lawyer is essential for protecting your investment and assets. Covering all five boroughs of New York City, including Brooklyn, Queens, Manhattan, Bronx, and Staten Island, the institution's dedicated attorneys are available to travel to your location and ensure that you are fully protected throughout the closing process. Principal attorney Richard F. Rozhik, Esq., is heavily involved in every transaction, providing personalized attention and expertise to clients.

Essential Advisory Services is a leading finance institution located at 400 Post Avenue in Westbury, New York. Our team of experienced financial advisors provides essential services to help individuals and businesses navigate the complexities of the financial world. From investment planning to retirement strategies, we offer personalized guidance to help our clients achieve their financial goals. Trust Essential Advisory Services for expert financial advice and a commitment to your financial success.

Welcome to Dorchester Estates, your premier destination for lodging and RV parking in the scenic town of Whitney Point, New York. Nestled along the picturesque State Route 26, our establishment offers a tranquil escape for travelers seeking both comfort and convenience. Whether you're passing through or planning an extended stay, Dorchester Estates provides a welcoming atmosphere and a variety of amenities to ensure a memorable experience. Our well-maintained RV park features spacious sites equipped with essential hookups, making it an ideal stop for RV enthusiasts. Surrounded by the natural beauty of Whitney Point, guests can enjoy outdoor activities such as hiking, fishing, and exploring local attractions. For those seeking a more traditional stay, our lodging options offer cozy accommodations designed to make you feel right at home.

Welcome to Quarry Hill Estates, your ideal destination for a serene and comfortable stay in Akron, New York. Nestled at 11789 Main Street, our establishment offers a unique blend of lodging and RV park amenities, perfect for travelers seeking a tranquil escape or a convenient stopover. At Quarry Hill Estates, we pride ourselves on providing a welcoming environment with top-notch facilities. Whether you're staying in one of our cozy lodgings or parking your RV, you'll enjoy our beautifully maintained grounds and friendly service. Our location offers easy access to the charming town of Akron and its local attractions, while still providing a peaceful retreat away from the hustle and bustle.

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.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to Budget Estates Inc., your premier lodging and RV park destination in Deer Park, New York. Conveniently located at 2137 Deer Park Road, we offer a serene and affordable retreat for travelers seeking comfort and convenience. Whether you're passing through or planning an extended stay, our well-maintained facilities provide the perfect home away from home. At Budget Estates Inc., we pride ourselves on delivering exceptional service and a welcoming atmosphere. Our RV park features spacious sites equipped with essential amenities to ensure a pleasant stay for all our guests. Enjoy the tranquility of our lush surroundings while being just a short drive away from Deer Park's local attractions, dining, and shopping options.

Welcome to George Mango, Howard Hanna Real Estate, your premier destination for finding homes for sale in the Syracuse, NY area. Conveniently located at 5110 Genesee Street, Camillus, New York, we specialize in helping you navigate the real estate market with ease and efficiency. Whether you’re looking to buy or sell residential or commercial properties in Syracuse and its surroundings, our website is designed to save you time and effort, providing all the essential tools and information you need. Why Choose CNY Realtor George Mango?

Welcome to The DiGiacomo Team of HUNT Real Estate, where your real estate journey begins with Andy and Barb! Located at 8196 Oswego Road, New York 13090, we are dedicated to serving buyers and sellers across all price ranges. With over 20 years of experience, we are committed to making your real estate experience smooth and successful. Our approach starts with a conversation. We want to understand your plans and address any questions you may have. Our goal is to equip you with the knowledge and confidence needed to make informed decisions. We offer a complimentary, in-person Home Consultation to assess your property, provide market-ready suggestions, and deliver a Professional Opinion of your home’s value.

Welcome to Christian Mateyunas - Long Island Real Estate Professional, located at 77 Main Street, Northport, New York. As a native Long Islander and lifelong resident of Northport, Christian Mateyunas possesses an unparalleled passion for the community he calls home. Christian's real estate journey began with an impressive accolade, earning the Rookie of the Year award at the Northport Office in 2021. This achievement marked the beginning of a career characterized by dedication, talent, and a steadfast commitment to his clients. Over the years, Christian has garnered multiple Sales Leader Awards and the esteemed Silver Circle of Achievement with Daniel Gale Sotheby's International Realty, reflecting his exceptional skills and professionalism.

Welcome to LIREIA (Long Island Real Estate Investor Associations), your premier destination for real estate investing success on Long Island and beyond. Located at 5018 Express Drive South, Lake Ronkonkoma, New York, LIREIA is more than just a real estate agency; it is a thriving community dedicated to empowering both new and seasoned investors with the knowledge, resources, and connections needed to excel in the real estate market. At LIREIA, we believe that real estate investing is a team sport. Our mission is to provide a supportive and educational environment where you can gain the insights and skills necessary to grow your real estate portfolio. With over a decade of experience, our mentoring program has successfully guided over 200 investors, with many transitioning to full-time investing careers.

Welcome to Lucid Dermatology Located in the heart of Jamaica Estates, NY, Lucid Dermatology is your premier destination for comprehensive skin care and beauty solutions. Situated at 87-16 Avon St, our clinic blends the expertise of a medical practice with the rejuvenating atmosphere of a spa, offering unparalleled services in dermatology, hair care, and overall health and wellness.

Pellegrino, Saccomani & Wells, LLP is a reputable accounting and finance institution located at 722 Commerce Street in Thornwood, New York, United States. With the ever-changing landscape of tax laws, their team of experts is dedicated to helping clients navigate through the complexities of tax season with ease. As Congress debates possible tax changes, the institution provides essential tips for seniors and senior caregivers to maximize available deductions and credits. They offer assistance in understanding tax regulations, maximizing tax benefits, and minimizing tax liability. Additionally, Pellegrino, Saccomani & Wells, LLP provides guidance on the passthrough entity tax (PTET) for partnerships and NY S corporations. With their comprehensive knowledge and expertise, clients can trust in the institution to help them plan and organize their finances for a smoother tax season.

Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.

Trivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.

Dynamic Financial Services, Ltd. is a leading finance institution located at 36 Schiller Avenue in Huntington Station, New York, United States. With a strong reputation for providing innovative financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Dynamic Financial Services, Ltd. is here to help. Contact us today to learn more about how we can support your financial needs.

Element Homestead is a unique institution located at 278 Amber Lake Road in Livingston Manor, New York. As a real estate agency, we specialize in helping individuals find their dream homes in the tranquil and picturesque surroundings of the Catskill Mountains. Our team of experienced agents is dedicated to providing personalized service and guiding clients through every step of the home buying process. In addition to our real estate services, Element Homestead also operates as a travel agency, offering bespoke vacation packages and retreats in the stunning landscapes of upstate New York. Whether you're looking for a peaceful mountain getaway or a revitalizing outdoor adventure, we can curate a one-of-a-kind experience tailored to your preferences.

My Boss Financial Solutions is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

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.

Greenbush Financial Group is a finance institution located at 159 Wolf Road in Albany, New York, United States. Specializing in financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Greenbush Financial Group offers personalized solutions tailored to your individual needs. With a commitment to integrity and transparency, we strive to provide exceptional service and guidance to our clients to help them secure a stable financial future.

The Meier Law Firm, PLLC is a reputable institution located at 10 Utica Avenue in Latham, New York, United States. Specializing in estate planning and real estate law, our team of dedicated lawyers can assist you with wills, trusts, power of attorney, guardianship, and more. With a focus on attention to detail and client satisfaction, we provide thorough and reputable legal assistance to help you achieve your desired results. Our team, led by Christina Meier, is known for their care, compassion, and legal expertise in handling complex legal matters with professionalism and sensitivity. Whether you are planning for the future or need assistance with a legal matter, the Meier Law Firm is here to help. Contact us today to get started and experience the practical and honest legal services we provide for your family. We also offer discounts for active-duty military personnel, veterans, firefighters, police officers, and paramedics/EMTs as a token of our appreciation. At The Meier Law Firm, PLLC, it's not just business; it is personal.

Walsh & Onofry is a reputable law firm located at 17 Orange Street in Port Jervis, New York. Specializing in wills, trusts, estates, real estate, and business law, our team is dedicated to providing expert legal advice and guidance to our clients. We understand the importance of proper financial planning, especially when it comes to long-term care and medical expenses. That's why we offer services such as irrevocable Medicaid trusts to help our clients secure their assets and ensure financial security for themselves and their loved ones.

Lorraine Frownfelter, Bankers Life Agent and Bankers Life Securities Financial Representative in Jamestown, NY, located at 2200 Foote Avenue, offers a wide range of insurance options from Bankers Life and other top insurance companies. Lorraine Frownfelter, as a Financial Advisor, can help you navigate through Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Start planning your next steps with Lorraine Frownfelter today.

Brian Jaeger, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Our team, led by Brian Jaeger, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Unit Field Trainer and Insurance Sales Representative, Brian Jaeger is dedicated to helping clients find the right coverage for their needs. We specialize in Medicare Advantage plans, which offer all-in-one alternatives to Original Medicare Parts A and B. These plans can include prescription drug coverage, annual maximum out-of-pocket limits, and even premiums as low as $0 per month.

Keyser & Associates, PC is a legal institution located at 1510 Hylan Boulevard in New York, United States. Our team is dedicated to providing essential assistance in all legal matters, ensuring our clients do not feel overwhelmed by the complexities of the legal system. With a focus on various cases including Social Security and Disability Benefits, Business Matters, Wills or Estates, formal agreements, accidents, lawsuits, and liability issues, our experienced attorneys and counselors are here to help you find a resolution. Don't let stress bury you - let Keyser & Associates, PC provide you with the representation you need.

Capital Management Group of New York is a finance institution located at 167 East Central Avenue in Pearl River, New York, United States. At CMG, we prioritize relationships with our clients who value friends, family, and community. We offer services that go beyond traditional wealth and risk management, focusing on managing lives and families. Our financial planning takes into account your values, dreams, and goals to create a personalized strategy. If recent market conditions have left you feeling uncertain, we can help reevaluate your financial situation. Estate planning is also a key aspect of our services to prevent financial burdens for your loved ones. Managing risk is essential in wealth management to protect you and your family from various financial risks. Contact us at our Pearl River or New York City office for services including financial planning, asset management, estate planning, and risk management. Capital Management Group of New York is affiliated with Hightower Advisors, LLC, an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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.