Senior estate planning in New York

Welcome to Budget Estates Inc., your premier lodging and RV park destination in Deer Park, New York. Conveniently located at 2137 Deer Park Road, we offer a serene and affordable retreat for travelers seeking comfort and convenience. Whether you're passing through or planning an extended stay, our well-maintained facilities provide the perfect home away from home. At Budget Estates Inc., we pride ourselves on delivering exceptional service and a welcoming atmosphere. Our RV park features spacious sites equipped with essential amenities to ensure a pleasant stay for all our guests. Enjoy the tranquility of our lush surroundings while being just a short drive away from Deer Park's local attractions, dining, and shopping options.

Welcome to Donna Hutton, Hunt Real Estate ERA, your trusted partner in navigating the real estate market in Wheatfield, New York, and the surrounding areas. Conveniently located at 3070 Niagara Falls Boulevard, our office is dedicated to providing exceptional real estate services tailored to meet the unique needs of each client. With a deep understanding of the local market and a commitment to excellence, Donna Hutton and the team are here to guide you through every step of buying or selling your home. Whether you're a first-time homebuyer, looking to upgrade, or seeking investment opportunities, we offer personalized solutions and expert advice to help you achieve your real estate goals. At Donna Hutton, Hunt Real Estate ERA, we pride ourselves on our integrity, professionalism, and dedication to client satisfaction. Visit us today and experience the difference a passionate and knowledgeable real estate team can make.

Welcome to Key Real Estate Services Located at 2005 Palmer Avenue, Larchmont, New York, Key Real Estate Services is your trusted partner in navigating the real estate market with a special focus on serving the needs of senior homeowners. Whether you are planning a transition or responding to a sudden life change, our team of dedicated professionals is here to guide you every step of the way.

Welcome to Dalling & Dalling Real Estate, Inc., your trusted partner in real estate located at 120 Stevens Avenue, Mount Vernon, New York. With a deep-rooted commitment to serving the vibrant community of Mount Vernon and the surrounding areas, we specialize in helping you find the perfect property to call home. Whether you're buying, selling, or renting, our experienced team of professionals is dedicated to providing personalized and comprehensive real estate services tailored to meet your unique needs. At Dalling & Dalling Real Estate, Inc., we pride ourselves on our integrity, expertise, and local market knowledge, ensuring a seamless and stress-free experience for all our clients. Discover the difference with Dalling & Dalling Real Estate, Inc., where your real estate dreams come to life.

Welcome to Lena Koropey Global Real Estate, your premier destination for luxury real estate services located at 70 Love Lane, Mattituck, New York. Led by Lena Koropey, a Licensed Real Estate Salesperson and Global Real Estate Advisor with Daniel Gale Sotheby's International Realty, we bring unparalleled expertise to the North Fork and beyond. With over two decades of experience in marketing communications, brand management, and public relations, Lena has collaborated with the world’s most prestigious luxury brands. Her extensive background, combined with her experience as a real estate investor and entrepreneur, ensures exceptional returns for her clients. Lena's success is attributed to her ability to forge trusting relationships with buyers and sellers, her insight into market trends, and her keen eye for design.

Welcome to Gateway to the Hamptons Real Estate, your premier real estate agency located in the heart of Remsenburg-Speonk, New York. Situated conveniently at 295 Montauk Highway, we specialize in connecting you with the finest properties in the Hamptons and surrounding areas. Our dedicated team of experienced real estate professionals is committed to providing personalized service and expert guidance to help you find your dream home, vacation retreat, or investment property. At Gateway to the Hamptons Real Estate, we pride ourselves on our deep local knowledge and strong community ties, ensuring that we offer the most comprehensive insights and opportunities in this beautiful region. Whether you're buying, selling, or renting, our goal is to make your real estate journey seamless and successful.

The Law Office of Inna Fershteyn and Associates, P.C. is a reputable legal institution located in New York, United States. Specializing in various areas of law, including estate planning, elder law, and Medicaid planning, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Located at 1517 Voorhies Avenue, this law office is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

Paralegal and Advocacy Services of the Hudson Valley is a leading institution located at 58 South Clinton Street in Poughkeepsie, New York, offering a wide range of services in the fields of accounting, finance, and health. Our dedicated team of professionals provides expert paralegal support and advocacy services to individuals and organizations in the Hudson Valley region. Whether you need assistance with legal documentation, financial planning, or healthcare advocacy, our experienced staff is here to help. Contact us today to learn more about how we can assist you with your specific needs.

Villa Capri Apartment Homes is a premier real estate agency located at 200 Frank Dimino Way in Rochester, New York. Our luxurious apartment homes offer a sophisticated and upscale living experience in a prime location. With top-notch amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options, Villa Capri Apartment Homes is the perfect place to call home. Our friendly and professional staff is dedicated to providing exceptional service to our residents, ensuring a comfortable and enjoyable living experience. Come discover the beauty and convenience of Villa Capri Apartment Homes today.

Welcome to Zumpano David J, your trusted legal partner located on French Road in New Hartford, New York. As a dedicated and experienced lawyer, David J. Zumpano is committed to providing exceptional legal services tailored to meet the unique needs of each client. Whether you are seeking guidance in estate planning, elder law, or asset protection, our practice is here to offer you comprehensive solutions and personalized attention. At Zumpano David J, we pride ourselves on our professionalism, integrity, and unwavering commitment to achieving the best possible outcomes for our clients. Visit us today and discover how we can assist you in navigating the complexities of the legal landscape with confidence and peace of mind.

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 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 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 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 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 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 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.

Susan Russo Financial is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Susan Russo Financial to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Danielle F Grande-Cosentino is a senior vice president and international wealth advisor located at 360 Hamilton Avenue, White Plains, New York, United States. With a career spanning over three decades, Danielle is committed to providing exemplary client service and has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2024. She is highly credentialed, holding certifications such as CERTIFIED FINANCIAL PLANNER™, and is known for her dedication to educating clients and their families on managing wealth and achieving financial independence. Danielle's personalized approach to wealth management has earned her the loyalty of clients around the world, and she is proud to serve CEOs, CFOs, and affluent families in New York, New Jersey, Connecticut, and other states. With a focus on building strong client relationships based on trust and personalized service, Danielle and her team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and priorities, no matter how they may change over time.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Edward Jones - Financial Advisor: Bill Hammond, AAMS™ is a finance institution located at 1961 U.S. 6 in Carmel Hamlet, New York, United States. As a seasoned financial advisor with the Accredited Asset Management Specialist™ designation, Bill Hammond provides comprehensive financial planning services to help clients achieve their financial goals. With a focus on personalized advice and long-term investment strategies, clients can trust Edward Jones to guide them towards a secure financial future.

The Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.

Dennis Tracy - Financial Advisor, Ameriprise Financial Services, LLC, located at 568 North Main Street, Brewster, New York, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Dennis Tracy. The institution provides insights on the current stock market trends and offers complimentary initial consultations to individuals seeking a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.

Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.

Stacey Jacobson, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 800 Westchester Avenue in Rye Brook, New York, Stacey provides personalized financial planning services to individuals and families. With a focus on wealth management, retirement planning, and investment strategies, Stacey strives to empower her clients to make informed decisions about their finances. Trust Stacey Jacobson to guide you towards a secure financial future.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

Ann Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.

Matthew Fallon is a dedicated Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Matthew Fallon is well-equipped to provide expert financial advice to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, retirement planning, and investment strategies, Matthew Fallon is committed to upholding the highest standards of professionalism and ethics. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning for seniors, or guidance on divorce financial issues, Matthew Fallon has the expertise to help you navigate complex financial decisions. With a wealth of experience and a dedication to ongoing education and training, Matthew Fallon is a trusted partner in helping clients achieve their financial goals.

Sun Life Financial is a leading financial institution located in Port Chester, New York, United States. With a strong reputation for providing innovative and reliable financial solutions, Sun Life offers a wide range of services including insurance, investments, retirement planning, and wealth management. Their dedicated team of professionals are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning advice, Sun Life Financial has the expertise and resources to meet your needs. Trust Sun Life Financial to help you navigate the complexities of the financial world and create a secure financial future for you and your loved ones.