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TOP 30 Legal planning for seniors in New York, NY
45 results found
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Empire Estate Planning & Services
Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.
Ettinger Law Firm Elder Law Estate Planning
The Ettinger Law Firm is a reputable institution specializing in elder law and estate planning. Located at 140 Grand Street in White Plains, New York, their team of experienced lawyers provide personalized legal services to help clients navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or long-term care issues, the Ettinger Law Firm has the expertise to guide you through every step of the process. Trustworthy and dedicated, they are committed to protecting your assets and ensuring your wishes are carried out according to your wishes.
Attorney | Estate Planning | Elder Law Attorney
The Elder Law Attorney located at 22 North 1st Street in Troy, New York, is dedicated to providing expert legal services in estate planning and elder law. Our experienced attorneys specialize in helping individuals and families navigate the complexities of planning for the future, protecting assets, and ensuring peace of mind. Whether you need assistance with drafting a will, establishing a trust, or navigating Medicaid planning, our team is here to guide you through every step of the process. Trust us to provide compassionate and personalized legal solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for tomorrow.
Sullivan Legal Aid
Sullivan Legal Aid is a reputable law firm located at 11 Banks Street in Monticello, New York. Our team of experienced lawyers is dedicated to providing high-quality legal assistance to clients in need. Whether you are facing a criminal charge, dealing with a family law matter, or seeking guidance on estate planning, our firm is here to help. We pride ourselves on offering personalized and professional legal services to individuals throughout the United States. Contact Sullivan Legal Aid today for expert legal representation you can trust.
Legal Aid Society of Mid-New York, Inc.
The Legal Aid Society of Mid-New York, Inc. is a non-profit organization located at 215 Washington Street in Watertown, New York. We provide free legal services to individuals in need, including working people, families, people with disabilities, senior citizens, veterans, and more. We do not charge any fees for our services, and we have not authorized any third party to do so on our behalf. If you suspect that someone is falsely representing themselves as the Legal Aid Society of Mid-New York, Inc. and requesting payment for legal aid services, please report this information to us immediately at 315-793-7000.
Ettinger Law Firm Elder Law Estate Planning
Ettinger Law Firm Elder Law Estate Planning is a reputable legal institution located at 425 New York Avenue in Huntington, New York, United States. Specializing in elder law and estate planning, the firm is dedicated to providing expert legal advice and guidance to clients seeking assistance with matters such as wills, trusts, guardianship, Medicaid planning, and more. With a focus on protecting the rights and assets of seniors, Ettinger Law Firm is committed to helping individuals and families navigate the complexities of estate planning and ensure their wishes are carried out effectively. Contact them today for professional legal services tailored to your specific needs.
Moskowitz Elder Law & Medicaid Planning Attorneys
Moskowitz Elder Law & Medicaid Planning Attorneys is a reputable law firm located in Hewlett, New York, specializing in elder law and Medicaid planning. With a team of experienced attorneys, they provide expert legal advice and guidance to help seniors and their families navigate the complex legal issues related to aging, long-term care, and estate planning. Whether you need assistance with Medicaid eligibility, asset protection, or creating a comprehensive estate plan, Moskowitz Elder Law & Medicaid Planning Attorneys is dedicated to providing personalized and compassionate services to meet your needs. Contact them at 1200 West Broadway for expert legal representation in elder law matters.
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.
Pellegrino, Saccomani & Wells, LLP
Pellegrino, Saccomani & Wells, LLP is a reputable accounting and finance institution located at 722 Commerce Street in Thornwood, New York, United States. With the ever-changing landscape of tax laws, their team of experts is dedicated to helping clients navigate through the complexities of tax season with ease. As Congress debates possible tax changes, the institution provides essential tips for seniors and senior caregivers to maximize available deductions and credits. They offer assistance in understanding tax regulations, maximizing tax benefits, and minimizing tax liability. Additionally, Pellegrino, Saccomani & Wells, LLP provides guidance on the passthrough entity tax (PTET) for partnerships and NY S corporations. With their comprehensive knowledge and expertise, clients can trust in the institution to help them plan and organize their finances for a smoother tax season.
Enea, Scanlan & Sirignano, LLP
Enea, Scanlan & Sirignano, LLP is a prestigious law firm located at 245 Main Street in White Plains, New York. Specializing in a wide range of legal services, their team of experienced lawyers provide expert counsel and representation to clients in need of legal assistance. With a reputation for professionalism and dedication to their clients, Enea, Scanlan & Sirignano, LLP is committed to achieving successful outcomes for their clients. Whether you are in need of estate planning, elder law, or litigation services, you can trust in the expertise of the lawyers at this esteemed institution.
Law Offices of Jeffrey A. Asher, PC
The Law Offices of Jeffrey A. Asher, PC, located at 80 Business Park Drive in Armonk, New York, is dedicated to providing Protection, Security, and Peace of Mind™ to its clients. Without proper planning, critical health care and financial decisions may not be made, assets may not be distributed as intended, and Will provisions may not be followed. The firm specializes in Estate Planning, Elder Law, Probate, Trust Administration, Medicaid Planning, Long-Term Care Planning, and Special Needs Planning. The team at the Law Offices of Jeffrey A. Asher, PC, offers comprehensive legal services tailored to meet each client's specific needs. They believe in providing thorough and detailed legal advice to ensure their clients have the protection, security, and peace of mind they deserve in a practical, efficient, and cost-effective manner.
Christina M. Martabano, Esq.
Christina M. Martabano, Esq. is a reputable law firm located at 27 Radio Circle Drive in Mount Kisco, New York. Led by experienced attorney Christina M. Martabano, the firm offers a wide range of legal services to clients in the United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, Christina M. Martabano, Esq. provides personalized and professional representation to meet the unique needs of each client. With a commitment to excellence and a dedication to achieving favorable outcomes, clients can trust in the expertise and experience of Christina M. Martabano, Esq. for all their legal needs.
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.
Four Corners Legacy Law fka Bowers & del Peral, PLLC Morgen M. Bowers
Four Corners Legacy Law, formerly known as Bowers & del Peral, PLLC, is a reputable law firm located at 22 Park Row in Chatham, New York. Led by attorney Morgen M. Bowers, the firm specializes in estate planning, elder law, and probate services. With a commitment to providing personalized and comprehensive legal solutions, Four Corners Legacy Law is dedicated to helping clients protect their assets and secure their legacy for future generations. Contact them today for expert guidance and support in navigating complex legal matters.
McGarry Law Firm PLLC
McGarry Law Firm PLLC is a reputable legal institution located at 10 Utica Avenue in Latham, New York, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of representation for a personal injury case, assistance with estate planning, or guidance through a complex business transaction, McGarry Law Firm PLLC is committed to helping you navigate the legal system with expertise and professionalism. Contact them today to schedule a consultation and discuss your legal needs.
Ettinger Law Firm
Ettinger Law Firm is a prestigious legal institution located at 125 Wolf Road in Albany, New York. Specializing in various areas of law, including estate planning, elder law, and Medicaid planning, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable lawyers, Ettinger Law Firm prides itself on its commitment to excellence and professionalism. Whether you are in need of legal advice or representation, you can trust the experts at Ettinger Law Firm to guide you through the complexities of the legal system with skill and expertise.
Herzog Law Firm, P.C.
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.
Pete Sleasman - State Farm Insurance Agent
Pete Sleasman - State Farm Insurance Agent is an insurance agency located at 108 Main Avenue, Wynantskill, New York, United States. Serving the community since 2008, the team at Pete Sleasman offers a wide range of insurance services including auto, life, business, home, motorcycle, and boat insurance. They cater to customers in Albany, Troy, East Greenbush, Averill Park, and many other areas in New York State. The team is dedicated to providing exceptional customer service and helping clients plan for their future. For personalized insurance quotes and assistance, customers can contact the office directly. The institution also offers information on senior housing options, DIY auto maintenance, hunting safety tips, and more. State Farm VP Management Corp. distributes securities, while life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company provide coverage, administered by Trupanion Managers USA, Inc. State Farm is a separate entity and is not affiliated with Trupanion or American Pet Insurance. Customers are advised to consult with tax or legal advisors for personalized advice.
DOMESTIC DIVORCE SERVICES, LLC
DOMESTIC DIVORCE SERVICES, LLC is a finance institution located at 4 Glens Falls Tech Park in Glens Falls, New York, United States. We specialize in providing financial services to individuals going through the divorce process. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of divorce and achieve financial stability during this challenging time. Whether you need assistance with asset division, alimony, or child support, we are here to provide expert guidance and support. Trust DOMESTIC DIVORCE SERVICES, LLC to help you through this difficult transition with care and expertise.
Matthew E. Douthat, Esq.
Matthew E. Douthat, Esq. is a reputable law firm located at 68 Court Street in Plattsburgh, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, the firm is dedicated to providing high-quality legal services to clients in the Plattsburgh area. With a strong commitment to professionalism and client satisfaction, Matthew E. Douthat, Esq. is known for their expertise, experience, and personalized approach to each case. Whether you are in need of legal representation or advice, this institution is here to help you navigate the complexities of the legal system.
Wilcenski & Pleat PLLC
Wilcenski & Pleat PLLC is a prestigious law firm located at 257 Bay Road in Queensbury, New York. Specializing in various areas of law, including estate planning, elder law, and special needs planning, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable attorneys, Wilcenski & Pleat PLLC is committed to helping individuals and families navigate complex legal matters with professionalism and expertise. Whether you are in need of estate planning assistance or require legal representation for a special needs planning issue, Wilcenski & Pleat PLLC is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Merrill Lynch Financial Advisor William Emmons
Merrill Lynch Financial Advisor William Emmons is located at 2 Court Street, Binghamton, New York, United States. As your Merrill advisor, William Emmons focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. William began his career with Merrill Lynch Wealth Management in 2014 and works with a wide variety of clients, specializing in customized wealth strategies and planning. In 2018, he was honored with the prestigious David Brady Award for exceptional service to clients and community. When not working, William enjoys spending time with his family, golfing, cooking, and traveling. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. William's team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, William focuses on helping you prioritize your family, goals, and priorities as they change over time.
Fiore Law Firm, P.C.
Fiore Law Firm, P.C. is a trusted institution located at 623 North Railroad Avenue in New York, United States. Specializing in real estate, estate planning, business formation, and litigation, our experienced legal team has over 30 years of experience in providing customized and effective solutions for each client’s unique situation. We offer cost-effective services to accommodate our clients’ varying needs, with hours of operation from Monday to Friday, 9:00 a.m. to 5:00 p.m., and evening consultations available by appointment. Home visits can be scheduled for clients who cannot travel, and legal services are also available from an office in Manhattan for added convenience. Situated near the Dongan Hills Train Station and just 5 minutes from the Verrazzano Bridge in Staten Island, our versatile New York Metro attorneys assist with real estate transactions for buyers, sellers, and lenders. We also specialize in probate, ensuring the smooth transfer of property titles to beneficiaries. Our estate planning services focus on preserving wealth and ensuring your wishes are carried out in the event of death or incapacity.
Merrill Lynch Financial Advisor Genie Zeigler
Merrill Lynch Financial Advisor Genie Zeigler is located at 75 Rockefeller Plaza, New York, New York, United States. Genie is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience providing wealth management and investment advisory services to affluent families, corporate executives, non-profit organizations, and high-net-worth individuals. She specializes in investments, retirement planning, estate planning, asset preservation, risk management, trusts, and portfolio construction. Genie's wealth management philosophy focuses on creating customized financial strategies to help clients navigate market uncertainties and reach their long-term financial goals. She has received numerous awards in the financial services industry and has been recognized as one of the top Women Wealth Management Advisors by Barron's Top Women Financial Advisor conference.
Bank of America Private Client Advisor John G Duane
Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.
Galli Law, PLLC
Galli Law, PLLC is a reputable legal institution located at 6555 Ridings Road in Syracuse, New York, United States. Specializing in real estate and development law, Galli Law offers a wide range of legal services for real estate owners, including transactions, leasing, financing, and more. With a team of experienced attorneys, Galli Law provides comprehensive legal services to protect the interests of their clients and facilitate successful transactions. In addition to real estate law, Galli Law also handles commercial litigation, representing clients in various disputes such as contract claims, real property litigation, personal injury claims, securities litigation, and commercial business disputes. The team at Galli Law is dedicated to achieving the best possible outcome for their clients and has extensive trial, arbitration, and mediation experience.
WSM Elder Law
WSM Elder Law is a reputable law firm located at 113 West Center Street in Medina, New York. Specializing in elder law, their team of expert lawyers are dedicated to providing high-quality legal services to elderly clients and their families. With a focus on estate planning, long-term care, Medicaid planning, and more, WSM Elder Law is committed to helping seniors navigate complex legal issues and secure their future. Trustworthy, compassionate, and experienced, WSM Elder Law is the go-to institution for all elder law needs in the United States.
Giordano Elder Law NY
Giordano Elder Law NY is a solo practice law firm located at 572 Route 303 in Blauvelt, New York. Led by Michael C. Giordano, a lawyer with a business background and MBA in finance, the firm specializes in elder law, offering services such as Estate and Medicaid Planning, Wills and Trusts, Probate, and Guardianships. Serving the Hudson Valley area of New York, including Rockland, Orange, Duchess, Putnam, and Westchester Counties, Giordano Elder Law NY is dedicated to providing expert legal counsel to seniors and their families. Contact them at (845)-709-6322 for more information.
Law Offices of Lawrence Cohen - Elder Law Attorney
The Law Offices of Lawrence Cohen is a trusted institution located in Melville, New York, specializing in Elder Law. As an experienced Elder Law Attorney, Lawrence Cohen provides expert legal services to seniors and their families, focusing on issues such as estate planning, long-term care, Medicaid planning, and guardianship. With a commitment to personalized and compassionate representation, Lawrence Cohen helps clients navigate the complexities of elder law and plan for their future with confidence. Contact the Law Offices of Lawrence Cohen today for professional and dedicated legal assistance.
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.
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