TOP 30 Estate tax planning in Kingston, New York

33 results found

Lincoln Investment Planning is a reputable finance institution located at 318 Delaware Avenue in Kingston, New York, United States. With a focus on providing expert financial planning and investment services, Lincoln Investment Planning is committed to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth through strategic investments, the experienced professionals at Lincoln Investment Planning are here to guide you every step of the way. Trust in Lincoln Investment Planning to provide personalized financial solutions tailored to your individual needs and help secure your financial future.

Lou Kolano Tax & Financial Services is a reputable finance institution located at 106 Hurley Avenue in Kingston, New York, United States. With a focus on tax preparation and financial services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of financial planning. Whether you need assistance with tax filing, retirement planning, or investment management, our experienced professionals are here to provide personalized solutions to meet your specific needs. Trust Lou Kolano Tax & Financial Services to help you achieve your financial goals with confidence and peace of mind.

Eclipse Tax Services Inc is a reputable accounting and finance institution located at 6 Kingston Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our expertise in tax preparation, planning, and consulting ensures that our clients receive accurate and timely financial advice. Trust Eclipse Tax Services Inc to help you navigate the complexities of tax laws and maximize your financial success.

Herzog Law Firm, P.C. is a trusted legal institution located at 855 New York 146 in New York, United States. Serving the Greater Capital Region, Hudson Valley & Adirondack Regions, our experienced team specializes in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law. With a history of providing personalized and knowledgeable counsel since 1946, we have served clients in Albany, Saratoga, and Kingston, NY areas. Our services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives.

Rondout Legal Services Inc is a finance institution located at 166 Franklin Street in Kingston, New York, United States. We specialize in providing legal services related to finance, including assisting clients with financial planning, investments, and estate planning. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance with personalized and expert guidance. Whether you need assistance with tax planning, retirement savings, or wealth management, Rondout Legal Services Inc is here to help you achieve your financial goals.

Webber Law Firm is a reputable financial institution specializing in legal services, located at 325 Wall Street in Kingston, New York, United States. With a team of experienced lawyers, the firm offers expert advice and representation in a wide range of legal matters, including finance, business law, and estate planning. Clients can trust in the professionalism and dedication of the attorneys at Webber Law Firm to provide top-notch legal services tailored to their individual needs.

Rebecca Millouras-Lettre is a reputable law firm located at 736 Broadway in Kingston, New York. Specializing in various areas of law, including civil litigation, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the United States. With a commitment to professionalism, integrity, and personalized attention, Rebecca Millouras-Lettre is the go-to institution for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

Guttmann & Kellner, P.C. is a reputable law firm located in Kingston, New York, United States. Specializing in various areas of law, their team of experienced attorneys provide expert legal services to clients in need of professional representation. With a focus on integrity, dedication, and personalized attention, Guttmann & Kellner, P.C. strives to achieve the best possible outcome for each client. Whether you are facing a legal dispute, need assistance with a real estate transaction, or require guidance on estate planning, this law firm is committed to delivering top-notch legal solutions tailored to your specific needs. Visit their office at 307 Wall Street to schedule a consultation and discuss your legal concerns with their knowledgeable team.

John A. DeGasperis, Esq., P.C. is a prestigious law firm located at 303 Clinton Avenue in Kingston, New York. Specializing in various legal services, the institution is led by the experienced attorney John A. DeGasperis, who is dedicated to providing high-quality legal representation to clients in need. With a focus on professionalism, integrity, and client satisfaction, John A. DeGasperis, Esq., P.C. is a trusted institution for those seeking legal assistance in the United States.

Robert R Jacobsen Esquire is a reputable law firm located at 185 Fair Street in Kingston, New York. Specializing in various legal services, including but not limited to estate planning, family law, and real estate transactions, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for each case we handle. Trust Robert R Jacobsen Esquire for all your legal needs in the Kingston area.

Rusk Wadlin Heppner & Martuscello, LLP is a reputable law firm located at 1390 Route 9W in Marlboro, New York, United States. With a legacy of over 150 years in the Hudson Valley area, our experienced attorneys are dedicated to providing exceptional attention to detail and quality of service to our clients. We offer legal solutions in areas such as personal injury, estate planning, family law, bankruptcy, commercial litigation, and real estate. Our team of lawyers is committed to helping clients navigate through challenging legal situations with integrity, courage, and conviction. We understand the importance of personalized service, which is why we are available to meet with clients on weekends or evenings, and can even visit personal injury victims at their home or hospital.

Hrdlicka & Moro Law Firm PLLC is a reputable legal institution located at 25 Lucas Avenue in Kingston, New York, United States. With a team of experienced attorneys, they provide expert legal services in various practice areas including family law, real estate law, estate planning, and more. Known for their dedication to client satisfaction and successful outcomes, Hrdlicka & Moro Law Firm PLLC is a trusted choice for individuals and businesses seeking professional legal representation.

Woodhouse Wealth Management, LLC is a premier finance institution located at 10 Westbrook Lane in Kingston, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Woodhouse Wealth Management, LLC to help you secure your financial future.

Morgan Stanley Financial Advisors is a trusted financial institution located at 91 North Front Street in Kingston, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our professionals are here to provide tailored solutions to meet your needs. Trust Morgan Stanley Financial Advisors to help you navigate the complex world of finance with confidence and peace of mind.

Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country. Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.

Merrill Lynch Financial Advisor Frederick P Woods is a finance institution located at 108 North Front Street, Kingston, New York, United States. Fred Woods, CRPC, Senior Financial Advisor, Senior Vice President, has been with Merrill Lynch Wealth Management since 1985. He specializes in retirement and estate planning, business retirement plans, and banking services through Bank of America, N.A. Fred earned his BS in Business Administration from Seton Hall University and lives in Rhinebeck, N.Y. The institution follows the Merrill tradition of community service and offers personalized financial plans through the Merrill Personal Wealth Analysis™. The team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and adapt to life changes. With access to Merrill's investment insights and Bank of America's banking solutions, clients can navigate the financial landscape with confidence. Fred Woods is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including brokerage, investment advisory, and financial planning. Let Merrill Lynch Financial Advisor Frederick P Woods help you pursue your financial goals and live your best financial life.

Independent Financial Services, located at 60 Pearl Street in Kingston, New York, is a full-service financial firm that offers independent and unbiased financial advice. With over 20 years of experience, our family-run office is dedicated to helping clients pursue their financial goals through education and personalized guidance. As a Forbes Best-In-State Wealth Advisor, we prioritize client satisfaction and adhere to strict industry standards. Our services include securities and advisory services through LPL Financial, available to residents in select states. Visit our website to watch informative videos and use helpful calculators, and contact us today to begin your journey towards financial success.

Merrill Lynch Wealth Management, located at 151 Stockade Drive in Kingston, New York, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide financial strategies tailored to each client's unique goals, drawing on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals, lifestyle preferences, and multi-generational needs.

Ulster Financial Group Inc is a reputable accounting and finance institution located at 180 Schwenk Drive in Kingston, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, investment planning, or financial consulting, Ulster Financial Group Inc is dedicated to providing personalized and efficient solutions to help you achieve your financial goals. Trustworthy and reliable, this institution is committed to helping clients navigate the complexities of the financial world with confidence.

The Hudson Valley NY Group - Morgan Stanley is a renowned financial institution located at 91 North Front Street in Kingston, New York, United States. With a strong focus on providing expert financial services and investment advice, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, the experienced team at The Hudson Valley NY Group - Morgan Stanley is here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.

Joel Cymrot, CPA is a reputable accounting and finance institution located at 411 Washington Avenue in Kingston, New York, United States. With years of experience in the industry, Joel Cymrot and his team offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing top-notch services and personalized solutions has earned them a strong reputation in the community. Whether you are an individual or a business owner, Joel Cymrot, CPA is committed to helping you achieve your financial goals.

Stephen Mazzei - Raymond James is a financial institution located at 254 Fair Street in Kingston, New York, United States. We specialize in providing personalized financial services and investment advice to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your financial needs.

Hudson Valley Financial Services is a reputable finance institution located at 325 Albany Avenue in Kingston, New York, United States. With a focus on providing personalized financial solutions to individuals and businesses in the Hudson Valley region, their team of experienced professionals offer a wide range of services including financial planning, investment management, retirement planning, and insurance. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Hudson Valley Financial Services is dedicated to helping you achieve your financial goals.

Mike Ferraro, a Financial Advisor at Ameriprise Financial Services, LLC, located at 307 Wall Street in Kingston, New York, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. With over 125 years of history, Ameriprise Financial Advisors provide personalized advice to help clients plan for the unexpected and protect their assets through various insurance solutions. Mike Ferraro is registered to conduct securities business in select states and offers initial consultations to provide an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they strive to build strong, trustworthy relationships with clients to help set them up for financial success. Whether you are looking to secure your financial future or refer a friend or family member, Ameriprise Financial Services, LLC is committed to providing valuable financial advice and guidance. Contact us today to start planning for a brighter financial future.

Devine Financial Group is a leading finance institution located at 119 Wilson Avenue in Kingston, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Trust Devine Financial Group to guide you towards a secure financial future.

Eldon Harris - Morgan Stanley Financial Advisor is a reputable finance institution located at 91 North Front Street in Kingston, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Eldon Harris - Morgan Stanley Financial Advisor offers personalized solutions to meet your individual needs. Trust in their expertise and dedication to help secure your financial future.

Christopher Deforest - Morgan Stanley is a finance institution located at 91 North Front Street in Kingston, New York, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Christopher Deforest offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management services, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Christopher Deforest - Morgan Stanley is dedicated to helping you achieve your financial goals.

Jason Wally - Morgan Stanley is a renowned finance institution located at 91 North Front Street in Kingston, New York, United States. With a strong reputation for excellence in financial services, our team of professionals at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced advisors are here to provide personalized solutions tailored to your individual needs. Trust Jason Wally - Morgan Stanley for all your financial needs.

H&R Block is a trusted accounting and finance institution located at 252 Plaza Road in Kingston, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services, including tax preparation, bookkeeping, and financial planning. Clients can rely on H&R Block for expert advice and personalized solutions to help them achieve their financial goals. Whether you need assistance with tax filing or financial management, H&R Block is committed to providing top-notch service and support.

Anthony M Buzzeo CPA PLLC is a reputable accounting and finance institution located at 411 Washington Avenue in Kingston, New York, United States. Specializing in providing accounting and advisory services for various industries such as real estate, municipal and non-profit organizations, small to mid-sized corporations, and high net-worth individuals, ABCPA is dedicated to delivering top-quality services to its clients through hard work and continuous learning. At ABCPA, building strong relationships with clients is key, as the institution aims to be their most trusted advisor. Offering customized plans tailored to each client's business goals and current position, services include audited, reviewed, or compiled financial statements for a range of industries, tax strategy development, and estate taxation education and assistance.