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TOP 30 Importance of estate planning in New York, NY
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Albany Financial Planning
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.
Financial Planning Association of NENY
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.
Hebrew Academy of the Capital District
Hebrew Academy of the Capital District, located at 100 Academy Road in Albany, New York, is a NYS chartered independent school founded in 1962. Offering education from Kindergarten through eighth grade, HACD provides a balanced curriculum focusing on academic excellence in both general and Judaic studies. Students develop into independent learners who embody Jewish values. The institution welcomes inquiries from families interested in their rigorous dual curriculum and extra-curricular activities. Alumni continue their Jewish education in high school, equipped with the skills and confidence gained at Hebrew Academy. The success of HACD is attributed to the support from parents, faculty, staff, alumni, and the community.
Law Offices of Leo Mikityanskiy, P.C.
The Law Offices of Leo Mikityanskiy, P.C. is a reputable institution located at 2801 Emmons Avenue, New York, United States. Specializing in estate planning, family law, intellectual property, patents, trademarks, and business law, our experienced team of lawyers provides comprehensive legal services to help clients navigate the complexities of the legal world. Our estate planning services, led by Attorney Leo Mikityanskiy, include establishing wills, trusts, and estate plans to ensure assets are distributed according to clients' wishes and provide asset protection from creditors. As a Registered Patent Attorney, Leo brings a unique perspective to intellectual property and business law matters, with experience in both law and engineering.
Plan Life Law, PLLC
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.
Hilton Estate & Elder Law
Hilton Estate & Elder Law, located at 119 Schuyler Street in Boonville, New York, is a professional and thorough law firm specializing in estate planning and elder law. Led by Mr. Hilton and his dedicated team, they provide expert guidance and support in preparing wills and ensuring that families are protected for the future. Whether you are in need of a simple will or more complex estate planning services, Hilton Estate & Elder Law is highly recommended. Their experienced legal team is well-versed in Estate Planning, Asset Protection, Business Planning, and Medicaid eligibility, offering personalized advice tailored to your specific needs. With a focus on helping clients plan for life's uncertainties, they have developed a six-step process to ensure that your goals are met and your future is secure.
Law Office of David Mansour
The Law Office of David Mansour, located at 324 Pine Avenue in Niagara Falls, New York, is dedicated to helping clients create a "Legal Toolbox" to protect themselves and their loved ones. To schedule an initial consultation, call (661) 414-7100 and fill out the questionnaire on the "Get Started" page in advance for a more productive meeting. During the consultation with attorney Robert Mansour, you will learn about the fundamentals of estate planning and how legal tools fit together to create an estate plan. The office will prepare your estate plan for review, providing a detailed summary and highlighting important sections. A review meeting can also be scheduled if desired. Finally, the documents will be signed and finalized, with step-by-step guidance on how to use your estate plan effectively.
Hilton Estate & Elder Law, LLC
Hilton Estate & Elder Law, LLC is a professional institution located at 2100 Genesee Street in Utica, New York, United States. Specializing in accounting, finance, and legal services, our team led by Mr. Hilton is dedicated to providing excellent and thorough assistance to our clients. Whether you are in need of estate planning, asset protection, business planning, or Medicaid eligibility guidance, our experienced attorneys are here to help. We understand the importance of protecting your assets for future generations and offer a six-step process to ensure your goals are met. Please note that the information provided on our website is for informational purposes only and should not be construed as legal advice. Contact us today to schedule a consultation and let us help you plan for life's uncertainties.
The Law Offices of Melissa A. Tocha
The Law Offices of Melissa A. Tocha, located at 4476 Main Street in Buffalo, New York, has been serving clients in Western New York since 2007. Attorney Melissa A. Tocha offers a wide range of legal services including residential and commercial real estate, collections, estate planning, and traffic matters. Whether you are buying or selling a property, our firm is dedicated to protecting your interests and ensuring all legal requirements are met during the closing process. We understand the importance of safeguarding your financial legacy and work diligently to provide personalized attention and professional guidance to all our clients. With dual representation of both the homebuyer/borrower and the lender, we can streamline the real estate transaction and offer discounted personal attorney fees. Effective communication is key in today's real estate market, and our office is committed to keeping you informed every step of the way. Contact the Law Offices of Melissa A. Tocha for a successful and enjoyable experience in the world of real estate. Please note that the information on this website is for general purposes only and should not be considered formal legal advice or the formation of an attorney/client relationship.
The Law Office of Melissa L. Carvajal, P.C.
The Law Office of Melissa L. Carvajal, P.C. is a trusted estate planning lawyer serving Long Island families. Located at 70 Suffolk Court in Hauppauge, New York, the firm is dedicated to providing counsel, legal planning, and a trustworthy relationship at an affordable price. Whether you are being proactive or in a crisis situation, Attorney Melissa L. Carvajal is there to guide you through the process. As a wife and mother with a background in litigation, Melissa understands the importance of protecting your family, future, and legacy. The firm specializes in estate planning for families of all shapes and sizes, offering personalized services to ensure peace of mind for you and your loved ones.
Law Office of Jessica Wilson, P.C.
The Law Office of Jessica Wilson, P.C. is a trusted institution located at 221 Columbia Street, New York, United States. Specializing in estate planning, elder law, and business succession planning, Jessica Wilson and her team provide personalized services to clients, ensuring that their assets are protected and their loved ones are taken care of. With a focus on building personal relationships, the office offers house calls, video consultations, and family meetings to discuss important matters surrounding death, aging, and finances. Clients can benefit from free consultations, flat fee pricing, and tailored estate plans designed to meet their individual needs. Whether you need assistance with wills, trusts, probate, or Medicaid planning, the Law Office of Jessica Wilson, P.C. is here to help. Contact them today to start planning for your future with peace of mind.
Kornfeld Law Firm - Real Estate Division
Kornfeld Law Firm - Real Estate Division is a branch of the larger law firm located at 1867 East 13th Street in New York, United States. Specializing in estate planning, elder law, and real estate law, our team of attorneys treat clients like family. We understand the importance of planning for your family's future and strive to make the process as smooth and stress-free as possible. Our friendly and approachable team is always available to answer any questions, whether in person, over the phone, or via messaging apps. We go above and beyond to ensure our clients feel cared for and listened to, offering services such as arranging transportation to and from our office and delivering documents directly to your home. With over thirty-seven years of experience, our firm prioritizes the needs of our clients above all else. Contact us at (718) 382-9300 to learn more about how we can help you and your loved ones with your legal needs.
Law Offices of Alexandra V. Georgetti, P.C.
The Law Offices of Alexandra V. Georgetti, P.C. is a legal institution located at 360 New York 109, West Babylon, New York, United States. With a new office location at 80 Orville Drive, Suite 100 in Bohemia, NY, the team is dedicated to providing assistance with a variety of legal matters. Whether you are facing a divorce, child custody issues, criminal traffic tickets, estate planning, litigation, real estate transactions, or other legal challenges, the experienced attorneys at this firm are here to help. The team at the Law Offices of Alexandra V. Georgetti, P.C. understands that legal issues can be daunting, which is why they strive to provide clear and understandable guidance to their clients. By working closely with you to understand your situation and legal needs, they will develop a personalized plan to help you achieve the justice you deserve. With a strong knowledge of the law and a commitment to client satisfaction, their attorneys will provide you with the confidence and support you need to navigate the legal process.
Ettinger Law Firm Elder Law Estate Planning
Ettinger Law Firm specializes in elder law and estate planning services, offering expert legal assistance to clients in the Islandia, New York area. With a focus on helping individuals plan for their future and protect their assets, the firm provides comprehensive guidance on wills, trusts, Medicaid planning, and other important legal matters. Located at 1377 Motor Parkway, Ettinger Law Firm is dedicated to providing personalized and professional legal services to meet the unique needs of each client.
Bank of America Private Client Advisor Breauna O Crumpler
Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.
Bank of America Private Client Advisor John M Pitton
Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.
Schwartz & Patten
Schwartz & Patten, located at 7 Clark Heights in Pleasant Valley, New York, is a premier dental institution dedicated to providing top-notch oral health care in a comfortable and friendly environment. Our state-of-the-art facility is equipped with the latest technology, including digital x-rays, intra-oral cameras, and laser treatments for both hard and soft tissues. Our team of highly skilled professionals is committed to delivering exceptional dental services to ensure your overall physical health and well-being. At Schwartz & Patten, we understand the importance of a healthy smile and strive to make your dental experience as pleasant as possible. In addition to a wide range of services, we also work closely with local specialists for any advanced dental needs. Trust us to take care of your oral health with expertise and care.
Real Vine Millien
Real Vine Millien is a real estate agency located at 1998 Commerce Street in Yorktown Heights, New York. Specializing in unique and luxurious accommodations, they offer a variety of options for travelers looking for a more personalized experience. Whether you are seeking a peaceful countryside escape or a vibrant urban adventure, Real Vine Millien can provide you with the perfect solution. As healthcare and industry workers themselves, they understand the importance of feeling at home while on the road. For a truly unforgettable getaway, trust Real Vine Millien to find you the perfect place to stay. Contact them today with any inquiries or to start planning your next trip.
CMC Wealth Management
CMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.
Merrill Lynch Financial Advisor Susan M Condit
Merrill Lynch Financial Advisor Susan M Condit is a dedicated financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Susan Condit follows a disciplined process to understand each client's needs, concerns, and priorities, holding the title of Senior Financial Advisor. She is passionate about delivering excellent service and is actively involved in volunteering in the community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's goals and priorities. With a focus on family, goals, and priorities that may change over time, Susan Condit works closely with clients to develop personalized financial strategies. By utilizing the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards achieving their financial goals. The institution offers ongoing support to help clients stay on track and adjust their financial approach as needed. With a commitment to understanding each client personally, Susan Condit strives to help clients achieve their financial goals through a customized investment approach. Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions tailored to address each client's needs and goals. The institution puts clients first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey. With a focus on personalized investment strategies and access to financial solutions from Bank of America, clients can benefit from a collaborative approach to financial planning. Susan Condit is registered to do business in several states and offers insights, tips, and strategies to help clients live their best financial life. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning, with important differences between each service. Clients can speak with their Merrill financial advisor to learn more about these services and determine the best approach for their financial needs.
RVPII Consulting, Inc.
RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.
Merrill Lynch Financial Advisor Christina J. Chin
Merrill Lynch Financial Advisor Christina J. Chin is located at 360 Hamilton Avenue in White Plains, New York. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Christina Chin, a Financial Advisor and Senior Portfolio Advisor, works with a diverse range of clients to create customized wealth management strategies. She believes in the importance of communication and building strong client relationships. With a focus on small business owners, Christina can help manage both personal and business finances. She holds various certifications and licenses, and is committed to continually monitoring financial progress and revising portfolios as needed. By utilizing tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Christina and her team can help you create a personalized financial plan tailored to your goals and priorities. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Christina J. Chin can help you navigate the complexities of your financial life.
Pell Wealth Partners - Ameriprise Financial Services, LLC
Pell Wealth Partners - Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Pell Wealth Partners is dedicated to helping individuals and families answer important financial questions, such as ensuring they do not run out of money before they run out of life. With a diverse team of advisors specializing in areas such as insurance, divorce financial planning, and multigenerational planning, Pell Wealth Partners offers expertise in Socially Responsible Investing and quantitative investing strategies. The institution's core values focus on alleviating financial stress and empowering future prosperity through personalized financial planning that aligns with clients' goals and values. Clients can expect a comprehensive initial consultation to discuss their financial priorities and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their financial planning journey.
Sagemark Consulting
Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.
Jarrett Jacobsen - Financial Advisor, Ameriprise Financial Services, LLC
Jarrett Jacobsen - Financial Advisor, Ameriprise Financial Services, LLC, located at 2900 Westchester Avenue, Harrison, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jarrett Jacobsen is well-equipped to provide expert guidance on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jarrett Jacobsen can help you achieve your financial goals. With a focus on ethics and professionalism, Jarrett Jacobsen is committed to providing personalized financial advice tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.
Paul Veteri - Financial Advisor, Ameriprise Financial Services, LLC
Paul Veteri is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 2 Westchester Park Drive in White Plains, New York. With a passion for helping individuals and families achieve their financial goals, Paul provides personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or building wealth for the future, Paul Veteri and his team are dedicated to providing expert guidance and support every step of the way. Contact Paul Veteri at Ameriprise Financial Services, LLC for comprehensive financial advice and services you can trust.
Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Darrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.
Boxer, Silva & Associates - Ameriprise Financial Services, LLC
Boxer, Silva & Associates - Ameriprise Financial Services, LLC is a finance institution located at 200 Summit Lake Drive in Valhalla, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During an initial consultation, we provide an overview of financial planning concepts to determine what is most important to you. Please note that you will not receive written analysis or recommendations during this consultation. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Our website provides important information about our corporate entities, rules and regulations, privacy and security measures, and how to protect yourself from email fraud. We are a member of FINRA and SIPC, and we appreciate the opportunity to assist your friends or family members with their financial goals. If you refer someone to us, they can expect to hear from us soon. Feel free to inform them in advance that we will be in touch. Thank you for considering Boxer, Silva & Associates - Ameriprise Financial Services, LLC for your financial needs.
Scott Peter LaDore - Financial Advisor, Ameriprise Financial Services, LLC
Scott Peter LaDore is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York. He has received the 2022 Five Star Wealth Manager award for providing excellent service to his clients. Scott offers complimentary initial consultations to help clients achieve a more confident financial future. He provides investment products and services through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Scott can only conduct securities business with residents of states in which he is properly registered. Clients can expect personalized financial planning concepts and discussions on what is most important to them. Ameriprise Financial cannot guarantee future financial results, but Scott is dedicated to helping clients achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC, as they strive to provide a secure and trustworthy environment for clients.
Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Daniel Brown is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York. With a focus on providing personalized financial planning and investment strategies, Joshua helps clients navigate their financial goals and achieve long-term success. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Joshua can provide expert guidance and tailored solutions to meet your unique needs. Contact Joshua Daniel Brown today to start planning for a secure financial future.
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