TOP 10 Best Charitable planning in Williamsburg, Virginia

TrustBuilders Law Group® is a family-owned and operated boutique estate planning and elder law firm located at 295 McLaws Circle in Williamsburg, Virginia. With over 100 years of combined tax and legal experience, our team of highly trained professionals is dedicated to providing exceptional value, expertise, and experience to our clients. We have served over 8,500 satisfied clients, completed over 12,000 successful plans, and transferred over $10 billion in family wealth. Specializing in Estate Planning, Trusts, Wills, Probate, Elder Law, Charitable Planning, Family Business Succession, and Disability & Special Needs Planning, TrustBuilders Law Group offers state-specific, tailored documents that contain cutting-edge solutions. Our goal is to help our clients preserve and transfer their wealth while providing peace of mind and security for their families.

J.S. Burton, PLC is a reputable law firm located at 477 Viking Drive, Virginia Beach, Virginia, United States. Specializing in Estate Planning, Asset Protection, Elder Law, Business Formation, and Succession in Virginia, the attorneys at J.S. Burton have over two decades of experience in providing informed legal counsel and skilled representation. With a focus on estate planning, trust and probate administration, elder law, asset protection, business law, and charitable entity formation, J.S. Burton is committed to helping clients protect their family's future and preserve their financial well-being. The firm offers personalized legal services tailored to the unique needs of individuals, families, and businesses throughout Virginia.

William & Mary University Advancement is dedicated to supporting the academic and research efforts of William & Mary University in Williamsburg, Virginia. With a focus on alumni engagement and philanthropy, the institution works to enhance the university's impact on a global scale. The recent $30 million gift to honor former U.S. Defense Secretary Robert Gates is a testament to the transformative impact of alumni contributions. Through events like Professional Development Week and initiatives like building communities for veterans through the arts, William & Mary University Advancement continues to foster a strong sense of community and support among its alumni. The institution also recognizes outstanding individuals through its annual awards program, highlighting those who make a significant difference in the university, their communities, and their professions. Visit William & Mary University Advancement at 5300 Discovery Park Boulevard to learn more about how you can get involved and make a difference in the William & Mary community.

Merrill Lynch Wealth Management, located at 266 McLaws Circle, Williamsburg, Virginia, United States, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services. The branch is dedicated to client service and satisfaction, with a focus on helping clients identify and achieve their personal and professional goals. By utilizing Merrill's tools and resources, financial advisors can create customized financial strategies designed to meet long-term objectives and prepare clients for future financial challenges.

Point Comfort Wealth Management is a leading finance institution located at 325 McLaws Circle in Williamsburg, Virginia. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to provide guidance and support every step of the way. At Point Comfort Wealth Management, we prioritize transparency, integrity, and client satisfaction, ensuring that your financial future is in safe hands. Contact us today to schedule a consultation and start building a brighter tomorrow.

Peterson Accounting, Inc. is a reputable accounting and finance institution located at 354 McLaws Circle in Williamsburg, Virginia, United States. Specializing in providing all necessary accounting services to ensure the smooth operation of your business, we are also Quickbooks Certified for your convenience. Our team offers comprehensive tax planning and preparation services, and as an IRS registered firm, we can represent your case and find solutions beyond the common taxpayer's reach. Founded on the principle of delivering personalized, client-centered payroll solutions at a competitive rate, Peterson Accounting, Inc. has garnered praise for its exceptional service. Carleen Peterson Molnar, the driving force behind the firm, is highly regarded within the small business community in Williamsburg for her dedication, expertise, and Christian moral character. She has been instrumental in helping small business owners, such as Elizabeth and Mike O'Donnell of PuroClean Emergency Restoration, establish and grow their businesses. With a caring and flexible approach, Carleen sets herself apart from her competitors and is recognized for her strong business ethics.

PBGH LLP is a reputable accounting and finance institution located at 29 Culpeper Street in Warrenton, Virginia, United States. Our experienced team, led by David Bush, offers a unique skill set that combines strong tax knowledge with wealth management expertise. With over 30 years in the financial service industry, David is dedicated to creating comprehensive wealth strategies for clients to guide them through their financial journey. Please note that our offices will be closed from December 25, 2023, to January 1, 2024, and will reopen on January 2, 2024. Additionally, our website is scheduled for maintenance on December 27, 2023, which may result in temporary downtime.

Knotts Donald W CPA is a reputable accounting and finance institution located at 29 Culpeper Street, Warrenton, Virginia, United States. Our experienced team, led by David Bush, offers a unique blend of tax knowledge and wealth management expertise to help clients secure their financial future. With a focus on creating comprehensive wealth strategies, we guide our clients through their financial journey to ensure their money serves their needs now and in the future. David Bush, a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and Personal Financial Specialist, has over 30 years of experience in the financial service industry. He values the trust his clients place in him and consistently delivers sound objective advice to help clients achieve their financial goals.

Willard F. Robins III, P.C., CPA, CFP is a reputable accounting and finance institution located at 502 Strawberry Plains Road in Williamsburg, Virginia, United States. With a team of highly qualified professionals, including Certified Public Accountants and Certified Financial Planners, the institution provides a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Willard F. Robins III, P.C., CPA, CFP is dedicated to helping you achieve your financial goals.

Watson Mowry, PC is a reputable accounting and finance institution located at 5372 Discovery Park Boulevard in Williamsburg, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Watson Mowry, PC to provide accurate and reliable financial advice to help them achieve their financial goals.

Bruce Booth, MD is a reputable medical institution located at 500 Sentara Circle in Williamsburg, Virginia, United States. Dr. Bruce Booth is a highly skilled and experienced doctor specializing in providing top-notch healthcare services to patients in the area. With a focus on promoting health and wellness, Dr. Booth and his team offer a wide range of medical services and treatments to meet the needs of individuals of all ages. Whether you are in need of a routine check-up or treatment for a specific health condition, Bruce Booth, MD is dedicated to providing personalized care and ensuring the well-being of each patient.