Estate tax planning in Highlands, North Carolina

Hinson Tax Services is a reputable accounting and finance institution located at 46 Highland Road in Waynesville, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Latino America Tax Services is a trusted institution located at 411 Highlands Road in Franklin, North Carolina, United States. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch tax services to our clients in the Latino American community. With years of experience and expertise, we strive to ensure that all your financial needs are met with efficiency and accuracy. Trust Latino America Tax Services for all your accounting and finance needs.

The Law Offices of Leonard F. Baer, PLLC is an Elder Law Firm located at 1571 Bowery Road in Highlands, North Carolina, United States. Our firm specializes in providing legal services to the elderly, including estate planning, wills, trusts, and protection against abuse and fraud. We understand the importance of clear communication and personalized care, which is why we offer consultations both in person and online. With years of experience and a commitment to client satisfaction, we are here to guide you through every step of the legal process. Whether you need assistance with estate administration, probate, or disability rights, our team of experts is here to help. Contact us today for a consultation and let us help you plan for a secure and comfortable future.

Keller Williams Realty-Carolina Cone Team is a top real estate agency located at 93 U.S. 64, Cashiers, North Carolina, United States. We specialize in serving the communities of Cashiers, Highlands, Glenville, Sapphire Valley, and Lake Toxaway, offering a wide range of properties from luxury homes to cozy cabins. Our team has a proven track record of helping clients buy and sell their Western North Carolina Real Estate, with a focus on mountain vacation homes. We provide professional services to out-of-state buyers and sellers and have received glowing testimonials from satisfied clients. From free marketing plans to top tools and technology, we are dedicated to helping you sell your home for the most amount of money in the least amount of time. Each office is independently owned and operated, and we invite you to create an account to save properties, receive alerts, and access monthly market reports. Contact us today and let us find a solution tailored to your needs.

Stephen L. Lucas, CPA, PA is a full-scale accounting firm located in the beautiful mountains of Western North Carolina. Since 1974, we have been providing expert financial services to individuals, small and large businesses, estates, trusts, and not-for-profits in Western North Carolina, Northeast Georgia, and Upstate South Carolina. Our dedicated team stays up to date on tax laws and regulations to ensure our clients receive the best advice and personal attention. You can trust our affordable and reliable service to meet all of your financial needs. Contact us at 16 Holly Tree Lane, Highlands, NC 28741 or call us at 828-526-2399 for more information.

Maestro Wealth Advisors, located at 755 Highland Oaks Drive in Winston-Salem, North Carolina, is a finance institution that acts as your conductor in guiding you through retirement decisions. With expertise and experience that cannot be duplicated, Maestro Wealth Advisors helps harmonize all components of retirement, from investment decisions to legacy planning. Their process involves listening to your current situation, adjusting your plan, executing it, and building a relationship to address new needs as they arise. They provide education, consider tax laws, beneficiary designations, insurance, and estate documents to ensure accuracy in your strategy. By staying the course and communicating regularly, Maestro Wealth Advisors helps you get the most out of your investments and achieve your financial goals. Their Market Briefs, Blogs, and Podcast offer insight and education on financial markets and the current economic climate. Maestro Wealth Advisors takes data privacy seriously, with safeguards in place to protect your information. They do not disclose or sell your information to anyone and only share it with specified parties. The institution offers advisory services to clients where they are properly licensed or exempt from licensure. By accessing their website, you agree to be bound by their Terms of Use, which may change without prior notice. The content on their website is protected by copyright and may not be copied or altered without permission. Maestro Wealth Advisors is dedicated to helping you achieve your financial goals and providing valuable resources for financial planning strategies.

Brett Moyer - Associate Manager at Ameriprise Financial Services, LLC, located at 2150 Country Club Road, Winston-Salem, North Carolina, United States, is a finance institution that offers a wide range of services to meet the needs of individuals and businesses. The institution provides specialized certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, to ensure that their advisors have the knowledge and expertise to assist clients with their financial goals. From estate planning to investment management, retirement planning to insurance products, the team at Brett Moyer - Associate Manager is dedicated to providing top-notch financial advice and services. With a focus on ethics and continuing education, the advisors at this institution are committed to helping clients make informed decisions and achieve financial success.

M Lloyd Barnhardt III is a financial advisor at Ameriprise Financial Services, LLC, located at 2150 Country Club Road in Winston-Salem, North Carolina, United States. He 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®, CFP®, 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®. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement, estate planning, or dealing with divorce. With a focus on ethical practices and continuing education, M Lloyd Barnhardt III is committed to helping clients achieve their financial goals and secure their financial future.

Cameron West - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2150 Country Club Road, Winston-Salem, North Carolina, United States. Cameron West 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 cover a wide range of financial planning and asset management topics, ensuring that Cameron West is well-equipped to provide expert advice to clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Cameron West - Financial Advisor, Ameriprise Financial Services, LLC has the knowledge and expertise to help you achieve your financial goals.

Edward Jones - Financial Advisor: Todd D Holder is a reputable finance institution located at 149 Main Street in the charming town of Highlands, North Carolina, United States. Todd D Holder is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Todd D Holder can provide personalized advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Todd D Holder is committed to helping clients secure their financial future.