The 30 Best Estate tax planning in New York City, New York

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.

Legacy Wealth Planning Group is a premier finance institution located at 7 Southside Drive in New York, United States. With a team of experienced financial advisors and wealth planners, we specialize in creating customized financial solutions to help our clients achieve their long-term financial goals. From retirement planning to investment management, our dedicated team is committed to providing top-notch service and expert advice. Contact us today to start building your legacy wealth plan.

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.

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.

New York Life Insurance is a reputable finance and insurance agency located at 26 Century Hill Drive in Latham, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Known for its reliability and customer-centric approach, New York Life Insurance is committed to providing quality coverage and personalized solutions to help individuals and families protect their assets and achieve their financial goals. Whether you are looking for life insurance, retirement planning, or investment options, you can trust New York Life Insurance to provide expert guidance and support every step of the way.

Personal and Business Tax Preparation Services NYC, located at 296 Canal Street, New York, New York, United States, is a trusted accounting and finance institution dedicated to helping individuals and businesses with their tax and financial needs. Our experienced CPA and accounting team provide a wide range of services, including tax return preparation, bookkeeping, advising, planning, and more. For businesses, we offer services such as tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, and payroll management. Our team can also assist with setting up new businesses, managing incorporation or LLC formation processes, and providing financial advice to enhance long-term success.

Planning Associates of the Southern Tier LLC is a prestigious finance and insurance agency located at 316 Park Avenue in Binghamton, New York. With a team of experienced professionals, they offer expert financial planning and insurance services to individuals and businesses in the Southern Tier region. Whether you are looking to secure your financial future or protect your assets, Planning Associates of the Southern Tier LLC is dedicated to providing personalized solutions to meet your unique needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Security Mutual Life Insurance Company of New York is a reputable insurance agency located at 100 Court Street in Binghamton, New York. With a long-standing history of providing quality insurance products and services to individuals and families, this institution is dedicated to helping clients protect their financial future. Offering a range of life insurance policies and retirement planning options, Security Mutual Life Insurance Company of New York is committed to ensuring peace of mind for its customers. With a team of experienced professionals, they strive to provide personalized attention and tailored solutions to meet the unique needs of each client.

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.

Planning with Purpose LLC is a finance institution located at 193 Riverside Drive in Johnson City, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses create comprehensive financial plans tailored to their specific goals and needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Planning with Purpose LLC, we believe in helping our clients achieve financial success with purpose and intention.

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.

Holmes Tax & Financial Services is a trusted institution specializing in accounting and finance services. Located at 32 Riverside Drive in Binghamton, New York, United States, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to help you navigate the complexities of the financial world. Visit us today to see how Holmes Tax & Financial Services can help you achieve your financial goals.

Diane C. Butler Real Estate, located at 4861 New York 52 in Jeffersonville, New York, is a real estate agency owned and operated by Diane Butler. With licensure in both New York and Pennsylvania, Diane and her team are here to assist you with all of your real estate needs and investments. Surrounded by the beauty of nature, including lakes, streams, and the Delaware River Basin, Diane C. Butler Real Estate offers a peaceful and serene setting for clients to explore. Whether you are looking to buy or sell a property, Diane and her team are dedicated to providing personalized, hands-on service to the communities of New York and Pennsylvania.

New York Life is an insurance agency located at 35 East Main Street, Westfield, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.

BIC Brokerage - Insurance & Taxes is a reputable finance and insurance agency located at 2480 Belmont Avenue in New York, United States. With a strong focus on providing comprehensive insurance and tax services, our experienced team is dedicated to helping clients navigate the complexities of the financial world. Whether you are in need of insurance coverage for your home, car, or business, or require assistance with tax planning and preparation, BIC Brokerage is here to offer personalized solutions tailored to your specific needs. Trust us to provide reliable and efficient services to protect your assets and ensure financial security.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

Notary New York is a reputable finance institution located at 280 Madison Avenue in New York, New York. Our team of experienced notaries offers a wide range of financial services to meet the needs of our clients. Whether you require notarization for legal documents, real estate transactions, or other financial matters, our knowledgeable staff is here to assist you. Trust Notary New York for all your notarization needs in the heart of the bustling city of New York.

Tax Power on 145th Street in New York City is a reputable institution specializing in accounting and finance services. Located at 201 West 145th Street, this institution offers expert advice and assistance with tax preparation, financial planning, and other financial matters. With a team of experienced professionals, Tax Power is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you need help with tax filings or financial planning, Tax Power on 145th Street is here to provide you with top-notch service and support.

Tax-Im Enterprises is a reputable accounting and finance institution located at 1946B Amsterdam Avenue in New York City. With a team of experienced professionals, we provide comprehensive tax preparation, financial planning, and consulting services to individuals and businesses. Our mission is to help our clients navigate the complexities of the financial world and achieve their financial goals. Whether you need assistance with tax filing or financial analysis, Tax-Im Enterprises is here to provide expert guidance and support. Contact us today to learn more about how we can help you manage your finances effectively.

The Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.

Aminov Law Estate & Probate Lawyer in Elmhurst, located at 54-14 74th Street in New York, United States, is a reputable law firm specializing in estate planning, elder law, probate, and real estate matters. The experienced team at Aminov Law works closely with clients in the Elmhurst community to provide top-notch legal representation and guidance. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, the dedicated attorneys at Aminov Law are here to help. With a focus on estate planning and tax planning, the firm ensures that your assets are protected and passed on to your heirs as intended. Trust the Law Offices of Roman Aminov for all your estate planning and probate needs in Elmhurst. Contact us today for personalized legal services tailored to your unique situation.

The Trust and Estate Planning Law Office, located at 310 East 2nd Street in New York, specializes in providing legal services related to trusts and estate planning. Our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate law, ensuring that their assets are protected and their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Trust and Estate Planning Law Office to help you secure your legacy and protect your loved ones for generations to come.

Aminov Law Estate & Probate Lawyer Astoria is a reputable legal institution located in New York, United States. Specializing in estate planning and probate law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism and personalized attention, we strive to help individuals navigate the complexities of estate planning and probate matters with ease. Visit us at 35-37 36th Street, Astoria, to learn more about how we can assist you with your legal needs.

Nate Strand, Tax Attorney is a reputable institution located at 399 East 78th Street in New York, New York, United States. Specializing in accounting, finance, and legal services, Nate Strand is a skilled tax attorney with years of experience in helping clients navigate complex tax laws and regulations. Whether you are an individual or a business in need of tax assistance, Nate Strand can provide expert advice and representation to ensure your financial well-being. Trust Nate Strand, Tax Attorney to handle all of your tax-related needs with professionalism and expertise.

Ettinger Law Firm is a reputable legal institution specializing in elder law and estate planning services. Located at 345 North Main Street in New City, New York, the firm is dedicated to providing expert legal guidance and support to individuals and families in need of assistance with their estate planning and elder care needs. With a team of experienced lawyers who are well-versed in the complexities of elder law, Ettinger Law Firm is committed to helping clients navigate the legal process with professionalism and compassion. Whether you are looking to create a will, establish a trust, or need assistance with long-term care planning, Ettinger Law Firm is here to help you protect your assets and ensure your wishes are carried out. Contact them today to schedule a consultation and start planning for your future.

New York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States. Our team of experienced lawyers specializes in helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out after they pass away. From wills and trusts to probate and estate administration, we provide personalized legal services to meet the unique needs of each client. Contact us at our office on 132 32nd Street to schedule a consultation and start planning for your legacy today.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.

Beress & Zalkind PLLC is a boutique law firm located in New York City, specializing in Trusts and Estates, Corporate/Business, Real Estate, and Tax law. With a proven record of success and a diverse practice areas, our attorneys bring a voluminous knowledge base to offer practical, cost-effective, and creative solutions to even the toughest legal situations. Our main goal is to help our clients succeed by working tirelessly and diligently on their behalf. Viktoria Beress, with decades of experience in the Trusts & Estate field, and Ella Zalkind, with over 17 years of legal experience, lead the team at Beress & Zalkind PLLC. Both attorneys have worked at top law firms and bring their stellar knowledge and experience to provide personalized attention and high-level service to clients. Ms. Beress specializes in estate and tax planning, while Ms. Zalkind focuses on business and real estate transactions.

Plan Life Law, PLLC is a reputable law firm located at 175 Pearl Street in New York, United States. Specializing in immigration law, business ownership, and estate planning, our team of experienced lawyers is dedicated to helping clients navigate the complex legal processes involved in these areas. In terms of immigration law, we understand the importance of family unification, workforce productivity, refugee protection, human rights advancement, and diversity promotion. We offer expert guidance on all pathways to legal status in the U.S., ensuring that our clients' needs align with these principles.

Emerald Retirement Planning Group, Inc. is a finance and insurance agency located at 6 Liberty Square Mall in Stony Point, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for a secure and comfortable retirement. We offer a range of services including retirement savings strategies, investment management, insurance solutions, and estate planning. With a focus on personalized guidance and tailored solutions, we strive to help our clients achieve their financial goals and enjoy peace of mind in their retirement years. Contact us today to learn more about how we can assist you in planning for a successful retirement.