Estate tax services in New Paltz, New York

Berner Financial Services is a reputable finance institution located at 7 Maplebrook Lane in New Paltz, New York, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, insurance, and more. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can help you with your financial needs.

H&R Block is a well-known accounting and finance institution located at 234 Main Street in New Paltz, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business owner in need of accounting assistance, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.

peace of mind for your loved ones. Trusts can also be used to minimize estate taxes and protect assets from creditors. Our attorneys at Morgan Legal Group have extensive experience in creating and managing both wills and trusts. We work closely with our clients to understand their unique circumstances and goals, crafting personalized estate plans that meet their needs effectively. Whether you require a simple will or a complex trust structure, our team is equipped to provide expert guidance and support throughout the estate planning process.

Diana L. Kidd, P.C. is a reputable law firm located at 40 Sunset Ridge in New Paltz, New York. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, the dedicated team at Diana L. Kidd, P.C. is committed to providing personalized and effective legal representation to clients in the New York area. With a focus on integrity, professionalism, and results, this institution is a trusted resource for individuals seeking legal guidance and support.

Zand J Philip is a reputable law firm located at 231 Main Street in New Paltz, New York. With a team of experienced and dedicated lawyers, we provide expert legal services to clients in need of assistance with various legal matters. From personal injury cases to family law issues, our firm is committed to providing top-notch representation and achieving favorable outcomes for our clients. Contact us today for a consultation and let us help you navigate the complexities of the legal system.

Covenant Realty is a reputable law firm located at 207 Main Street in New Paltz, New York. Our experienced team of lawyers specializes in real estate law, providing expert guidance and representation to clients in the United States. With a commitment to integrity and professionalism, Covenant Realty is dedicated to helping clients navigate the complexities of real estate transactions with confidence and peace of mind. Contact us today for reliable legal services tailored to your needs.

Levin Law Group, PLLC is a reputable law firm located at 122 Main Street in New Paltz, New York. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a focus on personalized attention and tailored solutions, Levin Law Group, PLLC is committed to achieving the best possible outcomes for each individual case. Whether you are in need of assistance with estate planning, real estate transactions, or litigation matters, our firm is here to help. Contact us today to schedule a consultation and see how Levin Law Group, PLLC can assist you with your legal needs.

Glenn & Breheney PLLC is a trusted institution located at 372 South Plank Road in Newburgh, New York. Specializing in elder law and estate planning, their team of attorneys values trust, respect, and prompt, personal service. Serving clients in Orange County, Ulster County, and the surrounding metropolitan area, they offer expertise in estate planning, real estate, advance directives, and more. With a focus on providing one-on-one counsel, Glenn & Breheney PLLC is committed to meeting the needs of clients of all ages and situations with a friendly and personal touch. Led by attorneys Stewart P. Glenn, Esq. and Mary Fern Breheney, Esq., the firm is dedicated to helping individuals and families navigate the challenges of aging with resources and support. Whether you are in Newburgh, New Paltz, Middletown, or other Mid-Hudson Valley communities, Glenn & Breheney PLLC is here to provide quality legal services and representation.

Wininger, Douglas and Green is a reputable finance institution located at 881 Albany Post Road in New Paltz, New York. With a team of experienced financial experts, they offer a wide range of financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or wealth management, their dedicated team is committed to helping you achieve your financial goals. Visit Wininger, Douglas and Green for personalized and professional financial advice tailored to your specific needs.

Huguenot Financial Planning is a reputable finance institution located at 1358 Old Ford Road in New Paltz, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, fund your child's education, or grow your wealth, our experts are here to provide expert guidance and support every step of the way. Trust Huguenot Financial Planning to help secure your financial future.

Schain and Company, CPAs is a reputable accounting and finance institution located at 70 North Putt Corners Road in New Paltz, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to accuracy and professionalism has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Schain and Company, CPAs is here to help you achieve your financial goals.

Beyond Wealth Management is a premier finance institution located at 101 Main Street in the beautiful town of New Paltz, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services tailored to each individual's unique needs and aspirations. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Beyond Wealth Management is here to provide expert guidance and support every step of the way. Trust us to go above and beyond in managing your wealth and helping you build a secure financial future.

Justin M. Staie - Wilmington Advisors @ M&T is a finance institution located at 191 Main Street in New Paltz, New York, United States. Our team of experienced advisors provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, or wealth management, our knowledgeable staff is here to help. With a focus on personalized service and tailored financial solutions, Justin M. Staie - Wilmington Advisors @ M&T is committed to helping our clients secure their financial futures.

Edward Jones - Financial Advisor: Marlene V Pagentine is a trusted financial institution located at 243 Main Street in New Paltz, New York, United States. As a dedicated finance professional, Marlene V Pagentine provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Marlene V Pagentine and the team at Edward Jones are committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Marlene V Pagentine is a reliable partner in your financial journey.

Secky Joanne is a reputable financial institution located in New Paltz, New York, United States. With a strong commitment to providing top-notch financial services, Secky Joanne offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Secky Joanne are dedicated to helping you achieve your financial goals. Trust Secky Joanne for expert financial guidance and personalized service.

The Accounting Office of Tom Fucito CPA, P.C. is located at 101 Main Street in New Paltz, New York, United States. We specialize in accounting and finance services, providing strategy, consultation, and planning services to individuals, businesses, and non-profit organizations. Our team of experts can help you navigate the complexities of the tax code, including recent changes such as the expanded Child Tax Credit. We offer tax preparation services, consulting, and other accounting services to help you plan for the future and achieve financial stability.

Edward Jones - Financial Advisor: Peter A LeRose is a trusted finance institution located at 243 Main Street in the charming town of New Paltz, New York. As a dedicated financial advisor, Peter A LeRose provides personalized investment strategies and expert guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a wide range of financial services including retirement planning, wealth management, and investment advice. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Peter A LeRose is here to provide the support and expertise you need.