TOP 30 Best Estate tax planning in Albany, New York

We The People of Albany is a finance, lawyer, and local government office located at 900 Central Avenue, Albany, New York, United States. One of the unique services offered by We The People is the "One Signature Divorce" process. This process is designed for situations where a spouse may not be willing to sign divorce papers. In such cases, the customer can opt to have their spouse process served. After the court issues the index number, We The People prepares an Affidavit of Service Form for the customer at no additional cost. The customer can choose their own process server or use a recommended licensed company. Process server charges typically range from $75 to $125.

Albany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.

Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.

Ian Mann CFP®, MBA, EA - Sit Back Tax is an accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. Unlike many tax preparers today, Ian values in-person meetings as the best way to serve clients. This allows taxpayers to have all their questions answered in a single sitting and gain confidence in their tax preparation. For those who prefer to stay home, a client portal is available to create an account, upload documents, and sign completed returns. Ian Mann CFP®, MBA, EA - Sit Back Tax offers personalized and convenient tax preparation services for individuals and businesses.

Generations Planning Group, LLC is a finance institution located at 2020 Western Avenue in Albany, New York, United States. Specializing in insurance planning, they understand the crucial role it plays in overall financial planning success. With their expertise, they help clients ensure that all aspects of their financial plan are well-protected. Through their association with FINRA BrokerCheck, clients can easily verify the background of their investment professionals and have peace of mind knowing they are working with trusted and registered representatives. Visit their website for more information on how Generations Planning Group, LLC can help secure your financial future.

Confidential Tax & Accounting is a trusted institution located at 409 New Karner Road in Albany, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing confidential and reliable tax and accounting solutions for individuals and businesses. With a commitment to excellence and professionalism, we strive to help our clients navigate the complexities of financial management with ease and peace of mind. Trust Confidential Tax & Accounting for all your financial needs.

Albany Financial Planning is a reputable finance institution located at 127 North Allen Street in Albany, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

The Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.

Albany Financial Group - AJ Amato Wealth Team is a leading finance institution located at 80 Wolf Road in Albany, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

AC Tax & Financial Services is a reputable finance institution located at 118 Clermont Street in Albany, New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax and financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust AC Tax & Financial Services to help you navigate the complexities of finance and secure your financial future.

Capital Financial Planning, LLC is a finance institution located at 6 Tower Place in Albany, New York, United States. We specialize in providing expert financial planning services to help our clients reach their financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance and make informed decisions about their money. Whether you are looking for retirement planning, investment advice, or estate planning, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

John Gigliello, Albany Financial Group is a leading finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, they offer a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or protect your assets, John Gigliello, Albany Financial Group is dedicated to helping you achieve your financial goals.

Di Ma's Law Firm PLLC, located at 1971 Western Avenue in Albany, New York, is a top-notch institution specializing in legal services. With a reputation for excellence, Di Ma's Law Firm is known for providing personalized and professional legal assistance to clients, including billionaires. As a solo practitioner, Di Ma offers a unique advantage by providing a more cost-effective and personalized approach to legal representation. Clients have praised Di Ma for her thoroughness, clarity, and ease in guiding them through legal processes, such as home buying and business formation. Her knowledge, experience, and professionalism make her a highly recommended choice for legal services. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Di Ma's Law Firm is the reliable partner you can trust. With a commitment to delivering a 5-star experience, Di Ma's Law Firm is dedicated to providing top-quality legal services to meet your needs. Please note that this website contains attorney advertising and that prior results do not guarantee a similar outcome. Thank you and 谢谢!

Capable Wealth is a finance institution located at 150 State Street in Albany, New York, United States. We understand that navigating the world of financial planning can be overwhelming, which is why we strive to simplify complex topics and empower our clients to make strong money decisions. At Capable Wealth, we believe in creating clarity and providing expert guidance to help you achieve financial confidence and live a fulfilling lifestyle. Our founder, Jared, is a natural and enthusiastic speaker who is available to speak on a variety of financial topics affecting young professionals.

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.

E. Stewart Jones Hacker Murphy is a prestigious law firm located at 41 State Street in Albany, New York. With a strong reputation for providing exceptional legal representation, our skilled team of lawyers proudly serves clients in the Greater Capital Region, Upstate New York, and beyond. Whether you are facing a personal injury case or need legal advice for a business matter, we are here to help. Our firm, established in 1898 as The Jones Law Firm, has a long history of success in personal injury, criminal defense, medical malpractice, and commercial litigation. With the 125th anniversary approaching in 2023, we continue to uphold our commitment to our clients and the communities we serve.

Warner & Warner, PLLC is a reputable finance and law firm located at 6 Automation Lane in Albany, New York, United States. With a team of experienced lawyers and financial experts, we specialize in providing top-notch legal and financial services to our clients. Whether you need assistance with financial planning, tax issues, estate planning, or any other legal matters, our dedicated team is here to help. Trust Warner & Warner, PLLC to provide you with expert advice and guidance to help you navigate the complexities of the legal and financial world.

Welcome to Matthew G. Jubelt Attorney & Counselor at Law, your trusted legal partner located in the heart of Cazenovia, New York. Situated at 114 Albany Street, our practice is dedicated to providing exceptional legal services to our community and beyond. With a commitment to integrity, professionalism, and personalized attention, Matthew G. Jubelt offers comprehensive legal counsel across a variety of practice areas. Whether you are seeking guidance on family law, estate planning, real estate transactions, or civil litigation, we are here to navigate the complexities of the legal system on your behalf. Our client-centered approach ensures that your unique needs and concerns are addressed with the utmost care and expertise.

Rosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States. With a team of experienced professionals, Rosemont Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your personal finances or a business seeking strategic financial solutions, Rosemont Financial Group is dedicated to helping you achieve your financial goals. Trust in Rosemont Financial Group for expert advice and personalized financial strategies tailored to your specific needs.

The Smelyansky Law Firm, located at 602 Central Avenue, Albany, New York, is a reputable law firm specializing in various areas of law. With a team of experienced lawyers, they provide expert legal advice and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need assistance with a criminal matter, or require help with estate planning, The Smelyansky Law Firm is dedicated to providing top-notch legal services tailored to meet your specific needs. Trust in their expertise and dedication to guide you through the legal process and achieve the best possible outcome for your case.

Cooper Erving & Savage LLP is a prestigious accounting, finance, and legal institution located at 20 Corporate Woods Boulevard in Albany, New York. With a team of highly skilled professionals, they provide top-notch services in areas such as tax preparation, financial planning, business consulting, and legal representation. Clients can trust Cooper Erving & Savage LLP to provide expert advice and guidance to help them navigate the complexities of the financial and legal world.

peace of mind for your loved ones. Trusts can also help minimize estate taxes and protect assets from creditors or beneficiaries who may not be financially responsible. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and trusts tailored to each client’s specific needs. We work closely with our clients to understand their goals and concerns, ensuring that their estate plan reflects their wishes and provides for their loved ones in the most effective way.

Lauren L. Hunt, Esq. is a reputable law firm located at 350 Northern Boulevard in Albany, New York. Specializing in various legal matters, Lauren L. Hunt, Esq. provides expert legal advice and representation with a focus on professionalism, integrity, and dedication to achieving the best possible outcomes for their clients. With a track record of success and a commitment to excellence, this institution is a trusted choice for individuals seeking legal assistance in the United States.

Buckley, Mendleson, Criscione, and Quinn, P.C. is a prestigious law firm located at 29 Wards Lane in Albany, New York. With a team of experienced and knowledgeable lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the firm is dedicated to providing top-notch representation and achieving the best possible outcomes for their clients. Trust Buckley, Mendleson, Criscione, and Quinn, P.C. to handle all your legal needs with professionalism and expertise.

O'Connell and Aronowitz is a prestigious institution located at 54 State Street in Albany, New York, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing tailored solutions to meet your unique needs. Recognized as a Top Workplace by the Times Union, our firm has been serving businesses and individuals throughout New York State since 1925. Our attorneys are leaders in their respective practice areas and have been recognized for their professional excellence by various organizations. Whether you need assistance with personal injury litigation, debt management, business law, criminal defense, family law, health law, employment matters, or estate planning, our team is here to help.

Herzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.

Sgroi Wealth with Broadway Advisor Group is a leading finance institution located at 368 Broadway in Albany, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through comprehensive wealth management services. From investment planning to retirement strategies, we provide personalized solutions to help clients secure their financial future. With a focus on transparency, integrity, and client satisfaction, Sgroi Wealth with Broadway Advisor Group is committed to delivering top-notch financial advice and guidance. Contact us today to schedule a consultation and start planning for a brighter financial future.

Sausville Benson Financial is a reputable finance institution located at 24 Aviation Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Sausville Benson Financial is committed to providing top-notch service and expertise. Visit us today to see how we can help you secure your financial future.

Wojeski & Company CPA's P.C. is a reputable accounting and finance institution located at 159 Wolf Road in Albany, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, audit and assurance, financial planning, and business consulting. Their dedication to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Wojeski & Company CPA's P.C. for all your accounting and financial needs.

Williams & Lombardi is a renowned accounting and finance institution located in the heart of Albany, New York. With a prime location at 3 Clinton Square, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters. Whether you need help with tax preparation, investment planning, or financial consulting, Williams & Lombardi is the go-to institution for all your accounting and finance needs. Visit them today to see how they can help you achieve your financial goals.