TOP 10 Tax planning for estates in Raleigh, NC
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Death and Taxes
● ClosedDeath and Taxes is a unique dining establishment located in Raleigh, North Carolina. Situated at 105 West Hargett Street, this restaurant offers a modern and upscale dining experience. Known for its inventive and delicious dishes, Death and Taxes specializes in serving a variety of culinary creations that are sure to tantalize your taste buds. With a focus on fresh, locally sourced ingredients, this restaurant prides itself on providing a dining experience that is both memorable and satisfying. Whether you're looking for a romantic dinner for two or a lively night out with friends, Death and Taxes is the perfect destination for food enthusiasts looking to indulge in a truly exceptional meal.
105 W Hargett St, Raleigh, NC 27601, United States -
Family Tax Service
● OpenFamily Tax Service is a trusted accounting and finance institution located at 6425 Lakeway Drive in Raleigh, North Carolina. With a team of experienced professionals, we specialize in providing comprehensive tax services for families and individuals. Our goal is to help our clients navigate the complexities of tax preparation and planning, ensuring they maximize their refunds and minimize their liabilities. Whether you need assistance with individual tax returns, estate planning, or financial consulting, Family Tax Service is here to assist you every step of the way. Contact us today to schedule an appointment and experience the difference our personalized approach can make in managing your finances.
6425 Lakeway Dr, Raleigh, NC 27612, United States -
Olde Raleigh Financial Group
● OpenOlde Raleigh Financial Group is an independent, employee-owned financial advisory firm located in Raleigh, North Carolina. With a focus on serving the best interests of their clients, the firm offers streamlined investment portfolios and wealth management consultations on a fee-only basis. The experienced team of advisors at Olde Raleigh Financial Group provides services such as retirement planning, tax planning, insurance planning, estate planning, and more. With a fiduciary standard of care, the firm believes in acting in the best interest of their clients. The firm also offers personalized services such as charitable giving planning and educational planning. Olde Raleigh Financial Group is committed to building long-lasting relationships with their clients and providing top-notch investment management services. Contact them today to start a conversation about your financial goals.
3110 Edwards Mill Rd #340, Raleigh, NC 27612, United States -
Vigoda Law Firm
● OpenWelcome to Vigoda Law Firm, a boutique law practice located in Raleigh, North Carolina, specializing in US immigration law. Attorney Hannah Vigoda provides expert guidance to families, individuals, and companies navigating the complexities of the immigration system to achieve their goals. Known for her expertise, successful results, and personalized approach, Attorney Vigoda treats each client with respect and care, regardless of the size of the case. Whether you are seeking a Green Card, fiancé(e) visa, citizenship, or immigration relief, Vigoda Law Firm is here to help. Contact us at 919.307.7817 or email info@vigodalaw.com for assistance.
5 W Hargett St Suite 700, Raleigh, NC 27601, United States -
McCuiston Law Offices, PLLC
● OpenMcCuiston Law Offices, PLLC, located in Cary and Raleigh, North Carolina, is a trusted institution offering legal services in estate planning, corporate law, accounting, finance, and tax representation. Since 2001, our team has provided personalized service and expertise to individuals and businesses of all sizes. Attorney W. Thomas McCuiston and his professional staff are committed to delivering prompt, confidential, and courteous service to meet each client's unique needs. With a focus on asset protection and growth, we assist clients in creating and preserving their wealth for the future. Our firm also specializes in business law, providing counsel to protect the growth and longevity of businesses. In cases of IRS or NCDOR audits or tax disputes, we offer experienced representation to achieve the best outcomes for our clients. With a background in business administration and accounting, Tom McCuiston is well-equipped to address legal issues with practical business concerns in mind. We also work closely with dentists at all stages of their practice, from setup to selling the practice. Trust McCuiston Law Offices, PLLC to provide expert legal services and guidance tailored to your specific needs.
200 Towne Village Dr, Cary, NC 27513, United States -
Biggs Law Firm, PLLC
● OpenBiggs Law Firm, PLLC is a leading institution located at 9208 Falls of Neuse Road in Raleigh, North Carolina, United States. Specializing in accounting, finance, and legal services, our firm is dedicated to guiding businesses, farmers, and individuals through the legal process and helping them emerge successfully from financial hardships. Established in 2022, Biggs Law Firm, PLLC is known for its hallmark of legal expertise and unwavering dedication to clients. With a team of highly-ranked lawyers boasting a combined 35 years of experience, we offer a range of services including Business Bankruptcy, Consumer Bankruptcy, Agricultural Bankruptcy, Family & Domestic Law, Civil Litigation, Condemnation, Business Law, Tax Law, and Estate Planning.
9208 Falls of Neuse Rd Suite 120, Raleigh, NC 27615, United States -
The Law Offices of Jeffrey G. Marsocci, PLLC
● OpenThe Law Offices of Jeffrey G. Marsocci, PLLC is a reputable law firm located at 8406 Six Forks Road in Raleigh, North Carolina, United States. Specializing in estate planning, the firm offers the best tools, guidance, and strategies to help clients achieve their long-term goals and protect their assets and heirs from future uncertainties and tax liabilities. Jeffrey G. Marsocci provides easy-to-understand processes for estate planning, ensuring that clients are well-informed and educated throughout the entire legal process. With positive reviews from satisfied clients, the firm comes highly recommended for any estate planning needs.
8406 Six Forks Rd Suite 102, Raleigh, NC 27615, United States -
W.G. Alexander & Associates, PLLC
● OpenW.G. Alexander & Associates, PLLC is a law firm located at 3717 Benson Drive in Raleigh, North Carolina, United States. Specializing in elder law, asset protection, and estate planning, our firm is dedicated to serving our clients and community with professional and compassionate legal counsel. Our founder, Bill Alexander, offers video seminars for those who are unable to travel to our office for appointments. We are committed to helping families of all kinds with their estate planning needs, whether simple or complex.
3717 Benson Dr, Raleigh, NC 27609, United States -
South Law Firm
● OpenSouth Law Firm, located at 3725 National Drive in Raleigh, North Carolina, is a dedicated law firm specializing in real estate transactions. With over fifteen years of experience, our team strives to provide accurate and efficient closing services for our clients. We prioritize clear communication throughout the process to ensure that every client understands each step of the closing process. Our commitment to exceptional service has earned us a strong reputation, with much of our business coming from repeat customers and referrals. Whether you have questions about the closing process or need a quote on closing fees, our experienced staff and attorney are here to help. We offer flexibility by being able to handle real estate closings in all one hundred counties in NC, and we can accommodate closings at any location, day or night. At South Law Firm, we believe that our clients' needs are paramount, and our entire team is dedicated to meeting those needs. Contact us today by phone or email for more information or to schedule a consultation.
3725 National Dr # 215, Raleigh, NC 27612, United States -
Edwards Beightol, LLC
● OpenEdwards Beightol, LLC is a law firm located at 1033 Oberlin Road in Raleigh, North Carolina. Our team of committed lawyers specializes in handling serious personal injury cases, including catastrophic injuries and wrongful death. We take the time to get to know each client personally, so we can effectively advocate for their needs and hopes. With decades of experience, we have fought for our clients in their most difficult moments, recovering tens of millions of dollars on their behalf. Our attorneys have been nationally and locally recognized for their quality representation, hard work, and dedication.
1033 Oberlin Rd Suite 100, Raleigh, NC 27605, United States -
Currin George B
● OpenCurrin George B is a reputable law firm located at 127 West Hargett Street in Raleigh, North Carolina. Specializing in various areas of law, including personal injury, criminal defense, and family law, the experienced team at Currin George B is dedicated to providing top-notch legal services to clients in need. With a strong commitment to advocating for their clients and achieving favorable outcomes, Currin George B is a trusted institution in the legal community. If you are looking for skilled and knowledgeable lawyers in the Raleigh area, look no further than Currin George B.
professional building, 127 W Hargett St, Raleigh, NC 27601, United States -
Strauss Attorneys, PLLC
● OpenStrauss Attorneys, PLLC is a law firm located at 2626 Glenwood Avenue in Raleigh, North Carolina. Specializing in estate planning, the firm offers strategies to achieve tax savings and simplify estate administration. They help clients structure plans to qualify for Medicaid and cover living expenses, as well as assist with business formation and succession planning. The firm takes a holistic approach to estate planning, working closely with clients to create customized plans that grant peace of mind. With a focus on communication and client education, Strauss Attorneys, PLLC also offers assistance with post-mortem planning and estate administration. The firm's Certified Elder Law Attorney can help clients navigate the complexities of Medicaid for long-term care. Additionally, they assist veterans with VA disability benefits and offer a range of services to protect assets and minimize tax liability. With a team of experienced attorneys, Strauss Attorneys, PLLC is dedicated to providing quality legal services to clients throughout North Carolina, South Carolina, and Florida.
2626 Glenwood Ave # 310, Raleigh, NC 27608, United States -
Attorney at Law : Curtis R. High
● OpenAttorney at Law: Curtis R. High is a reputable law firm located in Raleigh, North Carolina, United States. Specializing in various areas of law, including criminal defense, family law, and personal injury, Curtis R. High is dedicated to providing high-quality legal representation to clients in need. With years of experience and a strong track record of success, this firm is committed to advocating for their clients' rights and achieving the best possible outcomes in their cases. Whether you are facing a legal issue or seeking legal advice, Attorney at Law: Curtis R. High is here to help.
5 West Hargett Street Suite 1004, 10th floor, Raleigh, NC 27601, United States -
The Soto Law Firm PLLC
● OpenThe Soto Law Firm PLLC is a reputable legal institution located at 4030 Wake Forest Road in Raleigh, North Carolina. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with personal injury cases, family law matters, or criminal defense, our firm is here to help. With a commitment to excellence and a track record of success, The Soto Law Firm PLLC is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
4030 Wake Forest Rd Suite 300, Raleigh, NC 27609, United States -
Schneider Law Group, PLLC
● OpenSchneider Law Group, PLLC is a highly recommended institution located in Raleigh, North Carolina. Specializing in business law, mergers & acquisitions, and tax strategy, the team at Schneider Law Group is known for their solution-oriented approach and ability to think beyond just legal issues to practical business matters. Clients have praised the team for their resourcefulness and enjoyable working relationship. With a focus on collaboration with business executives, Schneider Law Group is praised for transforming the legal function from defense to offense. Whether it's untangling questionable estate planning or providing innovative legal solutions for growing businesses, Schneider Law Group is dedicated to providing top-notch legal services. Contact them at 919.324.3600 or email info@schneiderlawgroup.com to see how they can assist you.
1201 Edwards Mill Rd, Raleigh, NC 27607, United States -
Hemphill Gelder, P.C.
● OpenHemphill Gelder, P.C. is a trusted institution located at 8386 Six Forks Road, Raleigh, North Carolina, United States. We specialize in serving the Estate Planning and Real Estate needs of clients in North Carolina. Our firm offers a wide range of services to help clients navigate through various legal matters. For estate planning, we assist clients in creating wills, trusts, and establishing frameworks for business owners to ensure a smooth transition into retirement. We also provide guidance on estate and gift tax planning using a variety of planning tools. Our team is experienced in representing executors before the Clerks of Court and filing estate tax returns.
8386 Six Forks Rd Suite 201, Raleigh, NC 27615, United States -
Tepper & Eyster PLLC
● OpenTepper & Eyster PLLC is a reputable law firm located at 3724 Benson Drive in Raleigh, North Carolina. With a team of experienced attorneys specializing in various areas of law, including personal injury, criminal defense, and family law, our firm is dedicated to providing high-quality legal representation to our clients. We prioritize communication, transparency, and personalized attention to ensure that our clients receive the best possible outcome for their legal matters. Contact us today to schedule a consultation and see how we can help you with your legal needs.
3724 Benson Dr, Raleigh, NC 27609, United States -
Sigmon Law Firm PA
● OpenSigmon Law Firm PA is a well-respected lawyer institution located at 1100 Navaho Drive in Raleigh, North Carolina. With a strong reputation for providing expert legal services, the firm specializes in various areas of law including personal injury, criminal defense, family law, and more. Their team of experienced attorneys is dedicated to helping clients navigate the legal system and achieve the best possible outcomes for their cases. Whether you are facing a legal dispute or need assistance with a complex legal matter, Sigmon Law Firm PA is committed to providing top-notch legal representation and support.
1100 Navaho Dr #112, Raleigh, NC 27609, United States -
Timeless Solutions
● OpenTimeless Solutions is a comprehensive institution located at 1215 Jones Franklin Road in Raleigh, North Carolina, United States. We specialize in finance, insurance, and real estate services, offering a wide range of opportunities to help you grow, protect, and conserve your wealth. Our team of Managing Advisors is dedicated to providing quality products and superior customer service to our Triple A Clients. We are committed to helping you achieve your financial goals and live beyond what you thought was possible.
1215 Jones Franklin Rd #201, Raleigh, NC 27606, United States -
Cook Wealth
● OpenCook Wealth is a finance institution located at 4101 Lake Boone Trail in Raleigh, North Carolina, United States. We provide the tax and financial advising you need to live life empowered, helping you set goals that give your life meaning and structure your finances to achieve those goals. Stay informed about the 2024 tax changes, learn how to optimize your strategy, and future-proof your finances with our expert advisors. Whether you're planning for retirement, estate planning, investing, or wealth management, we have the knowledge and experience to guide you.
4101 Lake Boone Trail # 200, Raleigh, NC 27607, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 1414 Raleigh Road, Chapel Hill, North Carolina, United States, is a finance institution dedicated to providing comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution offers personalized financial strategies tailored to meet each client's unique goals and challenges. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The institution is committed to client service, community involvement, and helping clients achieve their long-term financial objectives. By leveraging the resources of Merrill Lynch Wealth Management, clients have access to industry-leading insights, technology, and expertise to navigate the ever-changing financial landscape. Whether clients are preparing for retirement, managing investments, or planning for future generations, the advisors at Merrill Lynch are dedicated to putting their clients' interests first and helping them reach their financial goals.
1414 Raleigh Rd, Chapel Hill, NC 27517, United States -
WM Financial
● OpenWM Financial is a finance institution located at 2501 Blue Ridge Road in Raleigh, North Carolina. Our mission is to provide successful professionals and retirees with the tools and expertise they need to focus on what truly matters in their lives. With the use of cutting-edge technology, we make it easy for our clients to work with us through personal virtual meetings, saving them time and allowing them to invest in what is most important to them. At WM Financial, we offer a range of financial planning services including retirement planning, estate planning, college planning, and insurance planning. Our affiliation with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. ensures that our clients receive top-notch investment guidance and support.
2501 Blue Ridge Rd STE 250, Raleigh, NC 27612, United States -
Mercer Advisors Wealth Management
● OpenMercer Advisors Wealth Management is a finance institution located at 8352 Six Forks Road in Raleigh, North Carolina, United States. This institution offers a unique approach to wealth management, focusing not just on building wealth, but also on helping clients enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors helps clients oversee and connect all the dots of their financial lives. The institution's talented wealth advisors in the Raleigh area, including Frances, Amy, and Joseph, are dedicated to helping clients navigate their financial journey and make smart, informed decisions. By offering personalized solutions and a team approach to client servicing, these advisors work closely with clients to create retirement models, draft investment portfolios, and manage accounts.
8352 Six Forks Rd STE 201, Raleigh, NC 27615, United States -
Heartland Financial Advisor
● OpenHeartland Financial Advisor is a trusted and experienced financial institution located at 1 Glenwood Avenue in Raleigh, North Carolina. Our team of dedicated advisors is committed to helping individuals and businesses achieve their financial goals through personalized financial planning and 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. Contact us today to schedule a consultation and take control of your financial future.
1 Glenwood Ave 5th floor, Raleigh, NC 27603, United States -
Corbin Oliver, CFP , AIF , RICP , Financial Planner
● OpenCorbin Oliver, CFP, AIF, RICP, Financial Planner is a trusted institution located at 8816 Six Forks Road in Raleigh, North Carolina. Specializing in finance, they offer expert financial planning services to help individuals and businesses achieve their financial goals. With a team of highly qualified professionals, Corbin Oliver provides personalized and comprehensive financial advice to clients, ensuring they make informed decisions about their money. Whether you're planning for retirement, investing for the future, or need assistance with estate planning, Corbin Oliver, CFP, AIF, RICP, Financial Planner is dedicated to helping you secure a stable financial future.
8816 Six Forks Rd, Raleigh, NC 27615, United States -
Legacy Wealth Strategies
● OpenLegacy Wealth Strategies is a leading finance institution located in Raleigh, North Carolina. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and build a lasting legacy for future generations. We offer a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Visit us at our conveniently located office at 5104-5106 Bur Oak Circle to learn how we can help you secure your financial future.
5104-5106 Bur Oak Cir, Raleigh, NC 27612, United States -
CAPTRUST
● OpenCAPTRUST is a finance institution located at 4208 Six Forks Road in Raleigh, North Carolina, United States. Our team of advisors in Raleigh offers expert wealth management and investment advisory services for high-net-worth individuals, corporate retirement plan sponsors, and endowments and foundations of nonprofits. Our services include committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. We provide wealth planning, portfolio management, family governance, philanthropic strategies, and more. We support employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and other services. Founded in 1997, CAPTRUST has grown into a trusted source of investment advice nationwide, with all locations originating from our Raleigh office.
4208 Six Forks Rd #1700, Raleigh, NC 27609, United States -
Guardian Wealth Advisors
● OpenGuardian Wealth Advisors is a finance institution located in Raleigh, North Carolina, United States. As an independently-owned, fee-based advisory firm, we serve individuals and businesses across the Southeast and beyond. Our team is committed to the Registered Investment Advisor (RIA) model, ensuring that we always act in the best interest of our clients. With decades of experience and diverse backgrounds, we provide valuable perspective into each relationship. At Guardian Wealth Advisors, we believe in a team approach to financial planning, cutting through market narratives and emotions to build the most appropriate solutions for our clients. Our integrated approach covers personalized financial plans, investments, and tax & estate needs. We also offer comprehensive support for plan sponsors and high touch service for plan participants and their beneficiaries.
4270 The Cir At N Hills St Suite 200, Raleigh, NC 27609, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 555 Fayetteville Street, Raleigh, North Carolina, United States. Our financial advisors work with small business owners, military veterans, and individuals starting their financial journey to create custom solutions tailored to their needs. We strive to explain complex financial concepts in a way that empowers our clients to make informed decisions. Our services include financial planning, portfolio management, debt and risk management, estate planning, income tax planning, and retirement income planning. We are committed to values of loyalty, honor, and integrity, and aim to instill confidence in our clients' financial decision-making process. We serve clients in central and eastern North Carolina, including Raleigh, Durham, Chapel Hill, Wake Forest, Cary, Goldsboro, Charlotte, Wilmington, Fort Bragg, and Pinehurst. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Visit our website for more information about our advisors and services.
555 Fayetteville St 3rd floor, Raleigh, NC 27601, United States -
Guardian Wealth Partners
● OpenGuardian Wealth Partners is a finance institution located in Raleigh, North Carolina, United States. The firm provides proactive and protective supervision of valuable material possessions and resources for individuals and businesses in the Southeast and beyond. As an independently-owned, fee-based advisory firm, Guardian Wealth Partners is committed to the Registered Investment Advisor (RIA) model, ensuring that clients' best interests are always the top priority. With a team of experienced professionals and a diverse range of backgrounds, Guardian Wealth Partners takes a team approach to financial planning and investment management. The firm is dedicated to creating highly personalized, thoroughly researched, and confidently implemented financial plans for each client.
4270 The Cir At N Hills St Suite 200, Raleigh, NC 27609, United States
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