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TOP 30 Estate tax planning in McLean, VA
24 results found
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General Counsel, P.C.
General Counsel, P.C. is a prestigious law firm located in McLean, Virginia, United States. Specializing in a wide range of legal services, our team of experienced attorneys provides expert counsel and representation to clients in need of legal guidance. From business law to estate planning, our firm is dedicated to providing top-notch legal services tailored to meet the individual needs of our clients. With a commitment to excellence and a track record of success, General Counsel, P.C. is the go-to destination for all your legal needs. Visit us at 6849 Old Dominion Drive to learn more about how we can assist you.
Marks & Associates Attorney At Law
Marks & Associates Attorney At Law is a reputable law firm located in McLean, Virginia. Our experienced team of lawyers specializes in various areas of law, including criminal defense, family law, personal injury, and more. We are committed to providing personalized and professional legal representation to our clients. With a track record of success and a dedication to achieving the best possible outcomes for our clients, Marks & Associates Attorney At Law is a trusted choice for those in need of legal assistance. Contact us today at 1487 Chain Bridge Road to schedule a consultation.
Legacy Counsel Law, PLLC
Legacy Counsel Law, PLLC is a trusted law firm located in McLean, Virginia. Specializing in estate planning, probate, and trust administration, our team of experienced attorneys is dedicated to providing personalized legal services to help clients protect their assets and ensure their wishes are carried out. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, Legacy Counsel Law, PLLC is here to guide you every step of the way. Visit us at 6718 Whittier Avenue to learn more about how we can help you secure your legacy for future generations.
Mokhiber & Moretti PLLC
Mokhiber & Moretti PLLC is a reputable law firm located at 1750 Tysons Boulevard in McLean, Virginia. Specializing in various areas of law, the firm is known for its experienced attorneys who provide quality legal services to clients in the United States. Whether you are in need of legal advice, representation, or assistance with a legal matter, Mokhiber & Moretti PLLC is dedicated to helping you navigate the complexities of the legal system. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
Law Office of Shirafkan
The Law Office of Shirafkan is a prestigious legal institution located at 1750 Tysons Boulevard in McLean, Virginia, United States. Specializing in various areas of law, our dedicated team of lawyers provides expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, we strive to deliver top-notch legal services tailored to meet the unique needs of each client. Trust the Law Office of Shirafkan to guide you through your legal matters with professionalism, integrity, and expertise.
The Sack Law Firm P.C.
The Sack Law Firm P.C. is a reputable institution specializing in accounting, finance, and legal services. Located at 8270 Greensboro Drive in McLean, Virginia, United States, the firm provides expert advice and representation in a variety of legal matters. With a team of experienced attorneys and financial experts, The Sack Law Firm P.C. is dedicated to providing top-notch service to clients in need of assistance with their financial and legal affairs. Whether you are facing a complex legal issue or need help with financial planning, The Sack Law Firm P.C. is here to help.
Fox & Moghul - Attorneys at Law
Fox & Moghul - Attorneys at Law is a prestigious law firm located at 8200 Greensboro Drive in McLean, Virginia, United States. Our team of experienced attorneys specializes in various areas of law, including corporate law, real estate law, and litigation. We are dedicated to providing top-notch legal services to our clients, offering personalized attention and strategic solutions to meet their unique needs. With a reputation for excellence and a track record of success, Fox & Moghul is the firm you can trust for all your legal needs. Contact us today to schedule a consultation.
Greenberg Traurig, LLP
Greenberg Traurig, LLP is a prestigious law firm located at 1750 Tysons Boulevard in McLean, Virginia, United States. With a team of highly skilled attorneys, they specialize in a wide range of legal services including corporate law, real estate, litigation, and more. Known for their dedication to providing top-notch legal representation and client service, Greenberg Traurig, LLP is a trusted and respected institution in the legal industry. Their office in McLean serves clients in the Northern Virginia area and beyond, offering expert legal advice and representation for a variety of legal matters.
Roth Jackson Gibbons Condlin PLC
Roth Jackson Gibbons Condlin PLC is a reputable law firm located at 8200 Greensboro Drive in McLean, Virginia. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Whether you are in need of assistance with business law, real estate transactions, estate planning, or litigation, the professionals at Roth Jackson Gibbons Condlin PLC are dedicated to providing top-notch legal representation and personalized service to meet your specific needs. Contact them today to schedule a consultation and discuss how they can help you with your legal matters.
Baker, Cronogue, Tolle & Werfel, LLP
Baker, Cronogue, Tolle & Werfel, LLP is a prestigious law firm located in McLean, Virginia, United States. Specializing in various areas of law, including corporate law, real estate, and litigation, the firm is known for its exceptional legal services and expertise. With a team of experienced and dedicated lawyers, Baker, Cronogue, Tolle & Werfel, LLP is committed to providing top-notch legal representation to clients in need. Located at 1320 Old Chain Bridge Road, the firm is conveniently situated for clients in the McLean area and beyond. Trust Baker, Cronogue, Tolle & Werfel, LLP for all your legal needs.
Christopher Pramawat - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Pramawat is a Financial Advisor at Ameriprise Financial Services, LLC located at 8251 Greensboro Drive, McLean, Virginia, 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®, 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 his expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Christopher is dedicated to providing comprehensive financial advice to individuals and businesses, helping them achieve their financial goals and secure their financial future.
Mink Wealth Management
Mink Wealth Management is a finance institution located at 7901 Jones Branch Dr, McLean, Virginia, United States. Our mission is to help you secure your financial future and develop a solid plan to achieve your financial goals. Our services include retirement planning, investment management, tax, estate, and college planning. Our team consists of financial planners, institutional money managers, certified public accountants (CPAs), estate planning attorneys, certified divorce financial analysts, travel planners, and concierge medicine physicians. Feeling overwhelmed or unsure about your financial situation? Our experienced advisors are here to help you create a personalized plan to achieve your goals. We believe in wealth preservation and work with integrity, efficiency, and competency to exceed professional standards. We strive to eliminate any conflicts of interest and always have our clients' best interests in mind.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 1485 Chain Bridge Road in McLean, Virginia, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, and investment solutions. With a team of experienced and knowledgeable financial advisors, Northwestern Mutual is committed to providing personalized and comprehensive financial guidance to individuals and families.
Bank of America Private Client Advisor George Swygert
Bank of America Private Client Advisor George Swygert is a Senior Vice President at the McLean, Virginia office of Bank of America Private Bank. George specializes in working with high-net-worth individuals, families, and select not-for-profit institutions to create customized financial strategies. With a focus on wealth creators like entrepreneurs and business owners, George helps clients navigate important financial decisions and business transitions. He offers a range of services including investment management, estate planning, credit and lending, and philanthropy. George's extensive experience in the banking industry, including roles at Capital One, Wells Fargo, and Wachovia, gives him a unique perspective on the needs of his clients. He is dedicated to preserving, growing, and transferring wealth to future generations while upholding the values that drive success. George is actively involved in the community, serving on various boards and mentoring programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personalized service. With a history of over 200 years, Bank of America Private Bank combines a personalized approach with the resources of Bank of America to help clients achieve their financial goals. The institution values innovation and continually adapts to changing market conditions to provide clients with disciplined financial strategies. Please note that by visiting the website, you will be directed to FINRA'S BrokerCheck and may receive personalized ads based on your online behavior. Investing involves risk and it is important to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services offered.
Brighton Jones
Brighton Jones is a renowned financial and legal institution located at 1676 International Drive in McLean, Virginia, United States. With a team of expert financial advisors and lawyers, Brighton Jones offers a wide range of services to help individuals and businesses achieve their financial goals and navigate complex legal matters. Whether you need assistance with investment planning, estate planning, tax strategies, or legal representation, Brighton Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust in Brighton Jones for expert guidance and support in all your financial and legal endeavors.
Agog Financials Inc.
Agog Financials Inc. is a leading accounting and finance institution located at 8200 Greensboro Drive in McLean, Virginia, United States. With a team of experienced professionals, Agog Financials Inc. offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Agog Financials Inc. is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Medler Ferro Woodhouse & Mills PLLC
Medler Ferro Woodhouse & Mills PLLC is a prestigious law firm located at 8201 Greensboro Drive in McLean, Virginia. With a team of experienced attorneys, they specialize in a wide range of legal services including corporate law, real estate law, estate planning, and litigation. Known for their dedication to providing top-notch legal representation and personalized service, Medler Ferro Woodhouse & Mills PLLC is committed to helping their clients achieve their legal goals. Whether you are a business owner, individual, or family in need of legal assistance, you can trust the experts at this esteemed firm to guide you through the legal process with professionalism and expertise.
The Majors Law Firm, PLLC
The Majors Law Firm, PLLC is a reputable legal institution located at 1750 Tysons Boulevard in McLean, Virginia, United States. With a team of experienced and dedicated attorneys, they provide top-notch legal services in various practice areas including corporate law, real estate law, litigation, and estate planning. Clients can expect personalized attention and expert guidance to achieve the best possible outcomes for their legal matters. The Majors Law Firm, PLLC is committed to upholding the highest standards of professionalism and integrity in serving their clients.
Bogart Wealth
Bogart Wealth is a finance institution located at 2010 Corporate Ridge in McLean, Virginia, United States. Specializing in financial planning, investment management, tax optimization, and tax preparation, our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth. Our team takes a personalized approach to understand each client's financial goals, opportunities, and concerns. As fiduciaries, we are held to the highest standards of conduct and always act in the best interests of our clients. With over four decades of experience advising successful executives, entrepreneurs, and families, we offer unbiased recommendations tailored to each client's unique dreams and aspirations. Visit our resource center for the latest insights. Operating in McLean, VA, Houston, TX, and The Woodlands, TX. Please note that by clicking on any hyperlinked third party websites, you are leaving the Bogart Wealth website and should review their privacy and security policies before providing any information.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 8180 Greensboro Drive in McLean, Virginia, is a finance institution that offers a unique approach to wealth management. They believe that after years of hard work and building success, there comes a point where you should be able to enjoy the fruits of your labor. The firm understands that managing wealth goes beyond just investing, and they offer expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including individuals like Edgar and Katherine, have years of experience in guiding clients through their financial lives. They work together to connect all the dots of your financial situation and help you make informed decisions about your future. The institution has received recognition, such as being ranked by Forbes as Best-In-State Wealth Advisors.
Bank of America Private Client Advisor Marc Q Broderick
Bank of America Private Client Advisor Marc Q Broderick, located at 8300 Greensboro Drive in McLean, Virginia, is a finance institution offering personalized wealth management strategies for ultra-high-net-worth individuals, families, family foundations, and not-for-profit organizations. As a Managing Director, Marc Broderick leads a team that provides tailored investment management, liquidity event preparation, philanthropy, trust and estate planning, credit and lending solutions, family office services, and endowment management strategies. With over 20 years of leadership experience in the not-for-profit sector, Marc emphasizes a strong work ethic and a client-focused approach. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a commitment to understanding and meeting the financial goals and best interests of each client. With a history spanning over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. By providing disciplined financial strategies and adapting to evolving markets, the institution aims to serve clients across generations. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’s BrokerCheck and are subject to separate terms and privacy policies. Before making any financial decisions, it is recommended to consult with legal and tax advisors.
Boylan & Morahan PLC
Boylan & Morahan PLC is a reputable law firm located at 1308 Vincent Place in McLean, Virginia, United States. Specializing in estate planning, corporations, LLCs, and real estate transactions, this solo practice is dedicated to providing high-quality legal services to its clients. The firm's website, designed by Wattz Web Design and Marketing, offers valuable information and resources for those seeking expert legal advice and representation. Trust Boylan & Morahan PLC for all your legal needs.
Susan Mc Lean - Financial Advisor, Ameriprise Financial Services, LLC
Susan McLean is a financial advisor at Ameriprise Financial Services, LLC located at 11832 Rock Landing Drive in Newport News, Virginia, United States. Susan holds several prestigious 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 Susan's expertise in various areas of finance and her commitment to providing top-quality financial advice to her clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Susan has the knowledge and skills to help you achieve your financial goals.
The Mather Group
The Mather Group is a leading finance institution located at 8260 Greensboro Drive in McLean, Virginia, United States. With a focus on providing personalized financial solutions, their team of experts offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, The Mather Group is dedicated to providing top-notch service and expertise to help you secure your financial future.
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