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TOP 30 Senior estate planning in New York, NY
161 results found
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Pinewood Estates
Pinewood Estates is a prestigious institution located at 203 Pinewoods Crescent in Middle Island, New York. Nestled in a picturesque setting, this esteemed establishment offers a range of services and amenities for its residents. From luxurious accommodations to top-notch facilities, Pinewood Estates provides a comfortable and enriching environment for those seeking a high standard of living. With a commitment to excellence and a focus on quality care, Pinewood Estates sets the standard for senior living in the United States.
Whelan Financial Planning
Whelan Financial Planning is a trusted finance institution located at 2127 Crompond Road in Cortlandt, New York. With a team of experienced financial planners, they offer personalized financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a budget, Whelan Financial Planning is dedicated to providing expert guidance and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Planning Financial Futures, Inc
Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.
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.
New York Life Insurance
New York Life Insurance is a reputable insurance agency located at 44 South Broadway in White Plains, New York. With a strong presence in the United States, New York Life Insurance is known for providing a wide range of insurance products and services to meet the diverse needs of its customers. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance has the expertise and resources to help you secure your financial future. Trust in New York Life Insurance to provide you with reliable and comprehensive coverage for all your insurance needs.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 777 Westchester Avenue in White Plains, New York. With a strong presence in the United States, New York Life Insurance offers a wide range of insurance products and financial services to meet the needs of individuals and businesses. Their experienced agents provide personalized guidance and support to help clients protect their assets and secure their financial future. Trust in New York Life Insurance for reliable coverage and expert advice.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 1660 Walt Whitman Road in Melville, New York. As one of the largest and most trusted insurance companies in the United States, New York Life Insurance offers a wide range of insurance products and financial services to individuals and businesses. With a long history of providing reliable and comprehensive coverage, customers can trust New York Life Insurance to protect their assets and provide peace of mind for the future.
Life Insurance Company of Boston & New York
The Life Insurance Company of Boston & New York is a trusted insurance agency located at 4300 Camp Road in Athol Springs, New York. With a strong presence in both Boston and New York, this institution offers a wide range of life insurance products to protect individuals and families. Their experienced agents provide personalized service and guidance to help clients find the best coverage for their needs. Whether you are looking for term life, whole life, or universal life insurance, the Life Insurance Company of Boston & New York is committed to providing reliable and affordable solutions for your peace of mind.
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.
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.
New York Life Insurance
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.
Security Mutual Life Insurance Company of New York
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 - Fee-only Financial Planning by Fiduciaries
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.
New York Life
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.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 136-20 38th Avenue in New York, United States. With a long-standing history of providing reliable insurance products and financial services, New York Life Insurance is dedicated to helping individuals and families protect their assets and secure their financial future. Their team of experienced agents are committed to providing personalized guidance and solutions tailored to meet the unique needs of each client. Trust New York Life Insurance to provide you with the peace of mind and security you deserve.
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.
Senior Financial & Tax
Senior Financial & Tax is a trusted finance institution located at 5205 Chestnut Ridge Road in Orchard Park, New York. Our team of experienced professionals is dedicated to providing expert financial and tax services to seniors and retirees in the local community. Whether you need assistance with retirement planning, investment management, tax preparation, or estate planning, we are here to help. At Senior Financial & Tax, we prioritize personalized service and strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
Hickory Hollow Senior Townhomes
Hickory Hollow Senior Townhomes is a charming real estate agency located at 33 Hickory Lane in Spencerport, New York, United States. Our townhomes are specifically designed for seniors looking for a comfortable and convenient living arrangement. With spacious floor plans, modern amenities, and a peaceful community atmosphere, our townhomes provide a perfect blend of privacy and social interaction. Come experience the ease and comfort of senior living at Hickory Hollow Senior Townhomes.
Valley View Estates
Valley View Estates is a premier senior living community located at 4101 South 9 Mile Road in Allegany, New York. Our beautiful facility offers a range of lifestyle options for seniors, including independent living, assisted living, and memory care services. Residents can enjoy spacious living accommodations, delicious dining options, engaging activities and events, and personalized care plans to meet their individual needs. Our dedicated staff is committed to providing a warm and welcoming environment where residents can thrive and enjoy their golden years to the fullest. Come experience the comfort and convenience of Valley View Estates today.
Carman Senior Living Community
Carman Senior Living Community is a welcoming environment for seniors aged 55 and over, located at 3485 Carman Road in New York, United States. As a real estate agency, we offer beautiful apartment homes with amenities to enhance your quality of life. Enjoy the convenience of an on-site hair salon and a variety of planned activities to keep you entertained. Choose from spacious one- and two-bedroom floor plans with ample closet space and walk-in showers. Don't wait, schedule a visit today to experience the comfort and convenience of Carman Senior Living Community. Contact us at (518) 357-9152 or carman@vestacorp.com for more information. Our hours of operation are Monday to Thursday from 9:00AM to 5:00PM, and Friday from 9:00AM to 5:00PM.
Fairfield Gables At South Setauket
Fairfield Gables at South Setauket is a reputable real estate agency located at 1-64 Neal Path in the charming town of Setauket-East Setauket, New York. With a dedicated team of experienced agents, Fairfield Gables offers a wide range of residential properties for sale and rent in the area. Whether you are looking for a cozy apartment, a spacious single-family home, or a luxurious waterfront property, Fairfield Gables has the expertise to help you find your dream home. Contact us today to start your real estate journey in South Setauket!
Eagle Rock Apartments at Nesconset
Eagle Rock Apartments at Nesconset is a premier real estate agency located at 835 Nesconset Highway in Nesconset, New York. Our apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. Our friendly staff is dedicated to providing exceptional customer service and helping you find the perfect place to call home. Experience luxury living at Eagle Rock Apartments at Nesconset.
Fairfield Hills South At Farmingville
Fairfield Hills South at Farmingville is a premier real estate agency located at 300 Overlook Drive in Farmingville, New York. Our team of experienced agents is dedicated to helping clients find their dream home or investment property in the beautiful town of Farmingville and beyond. Whether you are looking to buy, sell, or rent, our knowledgeable staff is here to guide you every step of the way. With a commitment to exceptional service and a deep understanding of the local market, Fairfield Hills South at Farmingville is your go-to destination for all your real estate needs. Contact us today to start your property journey!
Fairfield Village at Middle Island
Fairfield Village at Middle Island is a prestigious real estate agency located at 248 Lake Pointe Circle in Middle Island, New York. With a reputation for excellence and a commitment to providing top-notch service, Fairfield Village is the go-to destination for those looking to buy or sell property in the area. Their team of experienced agents are dedicated to helping clients find their dream home or secure a profitable sale. Whether you are a first-time buyer or a seasoned investor, Fairfield Village at Middle Island is the perfect partner to guide you through the real estate process. Visit their office today and let them help you make your real estate goals a reality.
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.
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.
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.
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