The 30 Best Legacy planning and succession in New York

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.

Artisan Law, located at 57 West 57th Street in New York, is a trusted institution offering legal services to help individuals protect their legacy. Whether you need assistance with creating a will, setting up an advance healthcare directive, or managing your intellectual property rights, Artisan Law is here to guide you through the process. With a focus on estate planning, Artisan Law understands the importance of safeguarding your assets and ensuring that your loved ones are taken care of in the event of unforeseen circumstances. Their team of experienced attorneys can provide personalized advice on how to protect and grow your business, navigate legal challenges, and plan for the future.

Schwartsman Law Group PLLC, located at 2102 Avenue Z in New York, United States, offers comprehensive personal planning services for individuals, families, and businesses, as well as representation for fiduciaries. The firm specializes in estate administration, including probate, post-mortem tax elections, allocations, distributions, and accountings. They provide meticulous assets protection planning to safeguard wealth from potential risks and uncertainties. Estate planning, a crucial step in securing your legacy and providing for your loved ones' future, involves creating a strategy to manage and distribute assets in the event of incapacity or death. The firm also assists with trusts, which are legal entities holding assets for beneficiaries, offering greater control over asset management and distribution.

The Law office of Nona Tilley, ESQ is a reputable legal institution located at 7201 13th Avenue in New York, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate law, Nona Tilley and her team provide expert legal counsel and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law office of Nona Tilley, ESQ is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a legal issue or simply need legal advice, you can trust Nona Tilley and her team to guide you through the legal process with skill and compassion.

West Nyack Elementary School is a primary school located at 661 West Nyack Road in West Nyack, New York, United States. The institution is dedicated to providing a safe and nurturing environment for students to learn and grow. Please note that the Talent Show date has been changed to Friday, May 17th instead of March 15th.

Thayer Leadership, located at 674 Thayer Road in West Point, New York, is a renowned institution that focuses on developing leaders with a strong foundation in character. With a proven approach that combines character, knowledge, and action, Thayer Leadership unleashes the "whole" leader that every organization needs. Situated at The Historic Thayer Hotel on the grounds of West Point, Thayer Leadership offers a unique opportunity to learn from the legacy of military leadership and empower organizations to adapt and thrive. The institution offers a variety of programs, including the Thayer Values Driven Leadership Journey, Leadership Academy, and digital curriculum, all designed to grow talent across all levels and experiences. Recognized as a top leadership company by Training Industry for seven consecutive years, Thayer Leadership is dedicated to supporting and developing leaders to drive success in organizations. Whether through in-person experiences at the historic Thayer Hotel or remote training programs, Thayer Leadership provides a transformative learning experience that equips individuals and organizations for future challenges and opportunities.

Myles Wealth Management LLC is a premier financial institution located at 59 North Main Street in Florida, 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 Myles Wealth Management LLC to help you secure your financial future.

Lynch Wealth Strategies - Raymond James is a reputable finance institution located at 3 Coates Drive in Goshen, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Lynch Wealth Strategies - Raymond James offers comprehensive financial solutions tailored to your individual needs. Trustworthy, reliable, and dedicated to client satisfaction, this institution is committed to helping you secure your financial future.

Select Wealth Partners is a finance institution located at 2354 New York 17A in Goshen, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies, retirement planning, wealth management, and financial advice tailored to each client's unique needs. At Select Wealth Partners, we are committed to providing exceptional service and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you reach your financial goals.

TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York. Specializing in finance, TRIANGLE offers expert financial advice and services to help individuals and businesses navigate the complex world of money management. With a team of experienced professionals, TRIANGLE is committed to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, TRIANGLE Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

Shem Tov Consulting Inc. is a reputable finance institution located at 48 Future Industrial Rd in Monroe, New York, United States. With a team of experienced financial experts, we offer a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investment strategies, or financial planning, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Trust Shem Tov Consulting Inc. to guide you towards a secure financial future.

Prudent Financial LLC is a reputable finance institution located at 549 New York 17, Tuxedo Park, New York, United States. Specializing in providing expert financial services, Prudent Financial LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer 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, Prudent Financial LLC is committed to providing top-notch service and guidance every step of the way. Trust in Prudent Financial LLC to help you navigate the complexities of the financial world with confidence and success.

FFG, Fisch Financial Group, is a leading finance institution located at 5 Corporate Drive in Woodbury, New York, United States. With a strong reputation for providing exceptional financial services, FFG offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, FFG is committed to providing personalized and strategic financial guidance. Visit FFG, Fisch Financial Group today to learn more about how they can help you reach your financial goals.

WealthTrust is a finance institution located at 33 Airport Center Drive in New Windsor, New York, United States. We specialize in providing personalized wealth management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing expert advice and guidance on investments, retirement planning, estate planning, and more. At WealthTrust, we are committed to helping our clients build and preserve their wealth through strategic financial planning and investment management. Contact us today to learn more about how we can help you achieve financial success.

Sunrise, Inc. is a leading finance institution located at 1534 Eastern Parkway in New York, United States. With a strong reputation for providing top-notch financial services, Sunrise, Inc. offers a wide range of financial solutions to meet the diverse needs of its clients. From personal banking to investment services, Sunrise, Inc. is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a dedication to customer satisfaction, Sunrise, Inc. is the go-to institution for all your financial needs.

First Command Financial Advisor - Mike Regan is a trusted financial institution located at 273 Main Street, Highland Falls, New York, United States. Specializing in finance, First Command provides expert financial advice and services to help clients achieve their financial goals. The institution operates with integrity and transparency, as evidenced by the voluntary testimonials provided by satisfied clients. Clients can trust in the expertise and dedication of First Command Financial Advisor - Mike Regan to guide them towards financial success.

Barnum Financial Group is a finance institution located at 54 South Liberty Drive, Stony Point, New York, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder's story and the transformation of Barnum into what it is today are inspiring. Meet our leadership team, who are committed to achieving Barnum's mission, and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a difference in the communities where we work and live. At Barnum Financial Group, we have a complete list of financial representatives ready to assist you in every step of your financial journey. We are proud to be recognized for our commitment to our clients' financial success and have been featured in various national and local media outlets for our knowledge and thought leadership.

Murphy Wealth Management Group, located at 60 Merritt Boulevard in Fishkill, New York, takes a unique approach to wealth management. While many may think of wealth management solely in terms of money, we believe it begins with a deep understanding and care for our clients on a personal level. Our team takes the time to truly listen and ask the right questions to learn about all aspects of your life, including family, personal goals, retirement plans, legacy needs, and risk tolerance. By understanding you on a meaningful level, we can create a customized plan to help you achieve both your short- and long-term financial goals. One of the key aspects of managing wealth is understanding your tolerance for risk. We offer a risk profile analysis tool that is accurate and reliable in measuring your risk tolerance. Securities are offered through LPL Financial, Member FINRA/SIPC, while investment advice is provided by Murphy Wealth Management Group, Inc., a Registered Investment Advisor separate from LPL Financial.

The Murphy Wealth Consulting Group - UBS Financial Services Inc. is a reputable financial institution located at 299 Park Avenue in New York, New York, United States. Specializing in wealth management and financial consulting, our team of experts offers personalized solutions to help clients achieve their financial goals. With a focus on providing top-notch service and strategic advice, we are dedicated to helping our clients navigate the complexities of the financial world and make informed decisions. Trust us to guide you towards a secure financial future.

Francis Financial, Inc. is a finance institution located at 39 Broadway, New York, New York, United States. We specialize in helping women navigate financial decisions with confidence, particularly those experiencing divorce or the loss of a loved one. As a Fiduciary, Fee-Only firm, we prioritize our clients' best interests and offer personalized financial planning services. Our financial planning process is simple yet powerful, aiming to help clients achieve their short and long-term goals. From retirement planning to college expenses, taxes, charitable giving, and more, we provide comprehensive guidance every step of the way.

Timothy Kinsley - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1211 6th Avenue in New York, New York, United States. As a financial advisor with RBC Wealth Management, Timothy Kinsley provides expert financial guidance and wealth management services to individuals and businesses. With a focus on personalized solutions tailored to each client's unique financial goals and circumstances, Timothy Kinsley helps clients navigate the complexities of investing, retirement planning, and wealth preservation. Trustworthy and experienced, Timothy Kinsley is dedicated to helping clients achieve financial success and security.

Morgan Stanley Financial Advisors is a renowned finance institution located at 55 East 52nd Street in New York, New York, United States. With a team of experienced and knowledgeable financial advisors, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Morgan Stanley Financial Advisors can provide personalized solutions to meet your needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Steve Shuo Wang is a finance institution located at 225 Liberty Street, New York, United States. They specialize in managing wealth with a personalized approach tailored to each client's unique financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer a comprehensive range of services to help clients achieve their financial aspirations. Their team of advisors are dedicated to understanding each client's individual needs and providing personalized strategies to help them navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Steve Shuo Wang is committed to helping you achieve your financial goals.

or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their financial advisor for individualized advice tailored to their specific situation. Abraham G Cohen at Merrill Lynch is dedicated to providing personalized wealth management strategies to help clients pursue their financial goals. With access to the resources of Merrill and Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Through a deep understanding of each client's unique financial picture, Abraham Cohen works to create flexible strategies that adapt to changing market conditions. By focusing on what matters most to each client and building strong relationships based on trust and personalized service, Abraham Cohen helps clients navigate the complexities of their financial lives and make informed decisions. With a commitment to understanding clients' goals and priorities, Abraham Cohen strives to help clients achieve their financial aspirations and secure their financial future.

Merrill Lynch Financial Advisor Shivam Jhingen, located at 75 Rockefeller Plaza in New York, offers personalized financial planning and investment strategies. With experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or business sales, Shivam provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he can help coordinate comprehensive financial and legacy plans. At Merrill Lynch Wealth Management, Shivam focuses on building a personalized plan centered around your goals and aspirations. Through the Merrill Personal Wealth Analysis™, he helps clients identify and prioritize what matters most to them, whether it's saving for retirement, funding education, or passing wealth to future generations. By understanding your investment personality and preferences, Shivam customizes financial approaches to align with your values and objectives.

Merrill Lynch Financial Advisor Dmitriy Berman is a top-rated financial institution located in the heart of New York City. Specializing in finance, our team of experts led by Dmitriy Berman offers personalized financial advice and services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, we are dedicated to providing our clients with the highest level of service and expertise. Visit us at 114 West 47th Street, New York, New York, United States, to learn how we can help you secure your financial future.

ZS Wealth Partners - UBS Financial Services Inc. is a prestigious financial institution located at 1285 6th Avenue in New York City, New York. As a branch of UBS Financial Services Inc., ZS Wealth Partners offers a wide range of financial services to clients, including wealth management, investment advisory, and financial planning. With a team of experienced financial professionals, ZS Wealth Partners is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ZS Wealth Partners is committed to providing personalized and innovative financial solutions tailored to meet your individual needs.

Merrill Lynch Financial Advisor Joseph P Kiernan, located at 75 Rockefeller Plaza in New York, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Joseph Kiernan can help you navigate the ever-changing market conditions. Through the Merrill Personal Wealth Analysis™ process, Joseph Kiernan can create a customized plan centered on your aspirations, whether it's planning for retirement, saving for a major purchase, or passing wealth to future generations. By understanding your investment personality and goals, he can develop a financial approach that aligns with your unique needs.

Dana Macaluso, CFP, CPWA - UBS Financial Services Inc. is a leading finance institution located in the heart of New York City. Specializing in comprehensive financial planning and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Visit us at 1285 6th Avenue to learn more about how we can help you secure your financial future.

Katz Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 1285 6th Avenue in New York City. With a strong reputation for providing top-notch financial services, their team of experts is dedicated to helping clients achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Katz Wealth Management has the knowledge and experience to guide you every step of the way. Trust in their expertise and personalized approach to financial planning to secure your financial future.