The 30 Best Trust estate planning in New York

Westchester Financial Planning is a reputable finance institution located at 280 North Bedford Road in Mount Kisco, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Westchester Financial Planning to help you secure a stable financial future.

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 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.

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.

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.

Estates & Trusts Tax CPA is a finance institution located at 117 Hillair Circle in White Plains, New York, United States. Our team of experienced CPAs specializes in providing expert tax services for estates and trusts. Whether you need assistance with tax planning, compliance, or representation, our dedicated professionals are here to help. Trust Estates & Trusts Tax CPA for all your tax needs.

Town & Country Real Estate in Greenport is a premier real estate agency located at 120 Front Street in the charming town of Greenport, New York. Our dedicated team of experienced agents are experts in the local real estate market, helping clients buy, sell, and rent properties in this beautiful coastal community. In addition to our real estate services, we also offer travel agency services to assist clients with booking accommodations and activities in the area. Whether you are looking to find your dream home or plan a relaxing getaway, Town & Country Real Estate in Greenport is here to help you every step of the way.

The Law Office of Bonnie Lawston, P.C. is a reputable law firm specializing in probate and estate administration. Located at 1841 New York Avenue in Huntington Station, New York, this firm is dedicated to providing top-notch legal services to clients in need of assistance with estate planning, probate matters, and estate administration. With years of experience and a strong track record of successful cases, attorney Bonnie Lawston and her team are committed to helping clients navigate the complexities of estate law with professionalism and expertise. Whether you are in need of assistance with drafting a will, administering an estate, or resolving disputes among beneficiaries, the Law Office of Bonnie Lawston, P.C. is here to provide knowledgeable guidance and advocacy.

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.

Pet Estates Inc is a premier pet boarding and grooming facility located at 250 North Pole Road in Melrose, New York. Our dedicated team of animal lovers provides top-notch care and accommodations for your furry friends while you're away. From spacious suites to fun play areas, we offer everything your pet needs to feel comfortable and happy. At Pet Estates Inc, we understand that your pet is a part of your family, and we treat them as such. Trust us to provide a safe and loving environment for your beloved pets.

Lincoln Investment Planning, located at 1 Mansion Street in Coxsackie, New York, is a leading finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing partnership with BNY Mellon’s Pershing and access to Pershing X’s Wove wealth management platform, our advisors have the tools and support they need to succeed in the competitive industry. For educators and non-profit employees, we specialize in helping them add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience in 403(b) plans, we assist savers in becoming investors and ensuring financial well-being is achievable for all.

Christopher J. Fabian, CFP, CRPC | Comprehensive Financial Planning Group is a renowned finance institution located at 5 Maxwell Drive in New York, United States. Specializing in comprehensive financial planning, they offer expert advice and guidance to help clients achieve their financial goals. With certified professionals and a commitment to personalized service, this institution is dedicated to providing top-notch financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Christopher J. Fabian, CFP, CRPC | Comprehensive Financial Planning Group is the trusted partner you can rely on for all your financial needs.

Legacy Wealth Planning Group is a premier finance institution located at 7 Southside Drive in New York, United States. With a team of experienced financial advisors and wealth planners, we specialize in creating customized financial solutions to help our clients achieve their long-term financial goals. From retirement planning to investment management, our dedicated team is committed to providing top-notch service and expert advice. Contact us today to start building your legacy wealth plan.

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.

ERA Team VP Real Estate & Vacation Rentals is a premier institution located at 4478 West Lake Road in Chautauqua, New York. As a dual-purpose real estate and travel agency, we specialize in helping clients find their dream homes as well as plan unforgettable vacations in the beautiful Chautauqua region. Our team of experienced professionals is dedicated to providing top-notch service and guiding clients through every step of the buying, selling, or renting process. Whether you are looking for a cozy vacation rental or your forever home, ERA Team VP Real Estate & Vacation Rentals is here to help you make your real estate dreams a reality.

Planning Associates of the Southern Tier LLC is a prestigious finance and insurance agency located at 316 Park Avenue in Binghamton, New York. With a team of experienced professionals, they offer expert financial planning and insurance services to individuals and businesses in the Southern Tier region. Whether you are looking to secure your financial future or protect your assets, Planning Associates of the Southern Tier LLC is dedicated to providing personalized solutions to meet your unique needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Green Hills Estates is a premier real estate agency located in the picturesque town of Ferndale, New York. Situated at 5248 State Route 55, our agency specializes in helping clients find their dream homes in the tranquil and scenic Green Hills neighborhood. With a team of experienced and knowledgeable agents, we provide top-notch service and guidance throughout the buying or selling process. Additionally, we offer travel agency services to assist clients in planning their next vacation or getaway. Trust Green Hills Estates to make your real estate dreams a reality and to help you create unforgettable travel experiences.

Lake Chautauqua Real Estate and Vacation Rentals, owned by Ginger Johnson, is a reputable institution located at 800 Fairmount Avenue in Jamestown, New York, United States. Specializing in both real estate and vacation rentals, this agency offers a wide range of properties to suit your needs. Whether you are looking to buy a new home or find the perfect vacation rental for your next getaway, Lake Chautauqua Real Estate and Vacation Rentals is here to assist you every step of the way. Trust in their expertise and personalized service to help you find the perfect property for your needs.

Wilmington Trust, located at 68 Exchange Street in Binghamton, New York, is a leading finance institution that offers wealth and institutional services. As a part of M&T Bank, one of the most financially stable companies in the U.S., Wilmington Trust provides expert guidance to help families and businesses succeed. Our experienced professionals and forward-thinking approach have made us a trusted partner for generations. Plan your visit to our Binghamton office and schedule an appointment to learn more about how we can help you achieve your financial goals.

Hallenbeck Antiques and Estate Sales, llc is a reputable institution located at 27 West Main Street in Frewsburg, New York. Specializing in finance and home goods, this store offers a wide range of antique items and estate sales. With a focus on quality and authenticity, customers can trust in the expertise of Hallenbeck Antiques to provide unique and valuable pieces for their collections. Whether you are looking to buy or sell, this institution is the perfect destination for antique enthusiasts and those seeking one-of-a-kind treasures.

Elliott & Pomeroy Real Estate is a trusted institution that has been serving Sullivan County and surrounding areas since 1960. Located at 1922 Old Route 17 in Roscoe, New York, this real estate agency offers personal and professional services to help you buy and sell properties. Situated in the heart of the Sullivan County Catskill Mountains, Roscoe is known as “Trout Town USA” and offers a variety of outdoor activities such as fishing, hiking, camping, and more. Elliott & Pomeroy Real Estate specializes in exclusive properties for sale in Sullivan, Delaware, Orange, and Ulster County, including residential and commercial properties, lakefront homes, hunting land, and more.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

The Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.

Aminov Law Estate & Probate Lawyer in Elmhurst, located at 54-14 74th Street in New York, United States, is a reputable law firm specializing in estate planning, elder law, probate, and real estate matters. The experienced team at Aminov Law works closely with clients in the Elmhurst community to provide top-notch legal representation and guidance. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, the dedicated attorneys at Aminov Law are here to help. With a focus on estate planning and tax planning, the firm ensures that your assets are protected and passed on to your heirs as intended. Trust the Law Offices of Roman Aminov for all your estate planning and probate needs in Elmhurst. Contact us today for personalized legal services tailored to your unique situation.

Sishodia PLLC is a boutique New York real estate law firm located at 600 3rd Avenue, offering personalized legal solutions to clients ranging from first-time home buyers to seasoned real estate investors. Led by experienced NYC Real Estate Attorney Natalia Sishodia, the firm serves clients buying or selling real estate throughout NY, including Manhattan, Brooklyn, Bronx, Queens, Westchester, Long Island, and the Hamptons. With a reputation for facilitating smooth transactions, Sishodia PLLC offers complimentary consultations, white-glove service, and top-notch representation. Whether you are purchasing a co-op, condo, single-family home, or commercial property, having the guidance of the right attorneys can be invaluable in navigating New York's complex real estate market. Contact Sishodia PLLC today for a free consultation and learn how they can help make your real estate transactions stress-free.

The Trust and Estate Planning Law Office, located at 310 East 2nd Street in New York, specializes in providing legal services related to trusts and estate planning. Our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate law, ensuring that their assets are protected and their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Trust and Estate Planning Law Office to help you secure your legacy and protect your loved ones for generations to come.

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.

Ettinger Law Firm is a reputable legal institution specializing in elder law and estate planning services. Located at 345 North Main Street in New City, New York, the firm is dedicated to providing expert legal guidance and support to individuals and families in need of assistance with their estate planning and elder care needs. With a team of experienced lawyers who are well-versed in the complexities of elder law, Ettinger Law Firm is committed to helping clients navigate the legal process with professionalism and compassion. Whether you are looking to create a will, establish a trust, or need assistance with long-term care planning, Ettinger Law Firm is here to help you protect your assets and ensure your wishes are carried out. Contact them today to schedule a consultation and start planning for your future.

New York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States. Our team of experienced lawyers specializes in helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out after they pass away. From wills and trusts to probate and estate administration, we provide personalized legal services to meet the unique needs of each client. Contact us at our office on 132 32nd Street to schedule a consultation and start planning for your legacy today.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.