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TOP 30 Estate tax planning in Virginia
605 results found
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Notary & Tax Services
Notary & Tax Services is a professional institution located at 7524 Richmond Highway in Alexandria, Virginia. Specializing in accounting and finance, our experienced team provides a wide range of services including tax preparation, notarization, and financial consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, our knowledgeable staff is here to help. Trust Notary & Tax Services for all your accounting and finance needs in the Alexandria area.
Relational Estate and Elder Law
Relational Estate and Elder Law is a legal institution located at 44927 George Washington Boulevard in Ashburn, Virginia, United States. Specializing in estate planning, elder planning, and estate administration, our team of legal professionals is dedicated to helping residents in Winchester, Northern Virginia, and the Shenandoah Valley protect themselves, their families, and their assets for the future. At Relational Estate and Elder Law, we take the time to get to know each client personally. We ask questions about your relationships, assets, and goals to create a customized estate plan using legal tools such as wills, trusts, and powers of attorney. Our goal is to provide you with peace of mind and confidence in your future.
American Family Estate Planners
American Family Estate Planners is a trusted institution located at 20130 Lakeview Center Plaza in Ashburn, Virginia. Our team of experienced lawyers specializes in estate planning for families, ensuring that your assets are protected and distributed according to your wishes. We offer personalized services tailored to each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or plan for long-term care, our knowledgeable attorneys are here to guide you through the process with care and expertise. Contact us today to schedule a consultation and secure your family's future.
Trusts and Estates Attorney Kerri Castellini
Trusts and Estates Attorney Kerri Castellini is a highly respected legal professional located in the heart of Washington, DC. Specializing in trusts, estates, and probate law, Kerri Castellini provides expert guidance and representation to clients seeking assistance with their estate planning needs. With a dedication to personalized service and a deep understanding of complex legal matters, Trusts and Estates Attorney Kerri Castellini is a trusted advocate for individuals and families looking to secure their financial future. Visit their office at 409 7th Street Northwest to learn more about how they can help you navigate the intricacies of estate planning.
Alexander Financial Planning
Alexander Financial Planning is a reputable finance institution located in Reston, Virginia, United States. Our team of experienced financial advisors is committed to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. We offer a wide range of services including retirement planning, investment management, estate planning, and more. At Alexander Financial Planning, we prioritize the financial well-being of our clients and strive to provide expert guidance and support every step of the way. Visit us at 1818 Library Street to learn how we can help you secure a prosperous financial future.
Newport Financial and Tax Services, LLC
Newport Financial and Tax Services, LLC is a trusted accounting and finance institution located in Sterling, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Newport Financial and Tax Services, LLC is dedicated to helping you achieve your financial goals. Trust them to provide expert advice and personalized solutions to meet your specific needs. Contact them today to schedule a consultation and take control of your finances.
Balfour Hamilton | WEALTH & Assets Marketplace ~ Real Estate Investing & Development Consulting
Balfour Hamilton | WEALTH & Assets Marketplace is a finance institution located at 1732 Connecticut Avenue Northwest in Washington, District of Columbia, United States. Specializing in real estate investing and development consulting, Balfour Hamilton LP is dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on building long-term relationships, the professionals at Balfour Hamilton offer personalized services to individuals, companies, and families. In addition to providing architectural and engineering services, Balfour Hamilton LP operates a marketplace for buying and selling tangible and intangible assets. Sellers must submit their assets for approval before listing them on the website or other platforms. The firm's programs aim to help clients, families, and businesses achieve capital gains through strategic investment opportunities.
Stock Plan Advisory Group LLC
Stock Plan Advisory Group LLC, located in Alexandria, Virginia, is a finance institution that specializes in providing holistic, progressive, and unbiased financial planning services to individuals and families. As a fee-only, independent firm, we focus on retirement planning and executive compensation for Fortune 500 corporate employees. Our team of Certified Financial Planners™ and Registered Investment Advisers are committed to serving as fiduciaries, always putting our clients' best interests first. From investments to retirement, income tax, insurance, and estate planning, we offer comprehensive financial planning services. With evidence-based investment strategies and a professional network of CPAs and estate planning attorneys, we ensure that our clients receive expert guidance in all financial decisions. Stock Plan Advisory Group is dedicated to providing objective, independent advice and never accepts commissions or compensation from third parties. As a fee-only state registered investment advisory firm, we are committed to serving our clients with the highest level of integrity and transparency.
Persinger Planning
Persinger Planning is a finance institution located in the heart of Washington, D.C. We specialize in providing personalized financial planning services to help our clients achieve their long-term financial goals. Our team of experienced financial advisors works closely with each client to create a customized financial plan that meets their individual needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Persinger Planning is here to help you every step of the way. Visit us at 4360 Van Ness Street Northwest to learn more about how we can help you secure your financial future.
Tax Seguro
Tax Seguro is a reputable institution located at 10505 West Drive in Fairfax, Virginia, United States. Specializing in accounting, finance, and real estate services, Tax Seguro is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, Tax Seguro offers expert advice and personalized services to help clients navigate the complexities of taxes, investments, and property transactions. Whether you need help with tax planning, financial management, or real estate transactions, Tax Seguro is here to guide you every step of the way. Trust Tax Seguro to secure your financial future and achieve your goals with confidence.
YMMD Tax and Wealth Planning, LLC
YMMD Tax and Wealth Planning, LLC is a reputable accounting and finance institution located in Vienna, Virginia. Our team of experienced professionals is dedicated to providing high-quality tax and wealth planning services to individuals and businesses. With a focus on personalized solutions and attention to detail, we strive to help our clients achieve their financial goals and maximize their wealth. Whether you need assistance with tax preparation, investment planning, or estate planning, our experts are here to guide you every step of the way. Visit us at 8300 Boone Boulevard to learn more about how YMMD Tax and Wealth Planning, LLC can help you secure a prosperous financial future.
McCarthy & Akers, PLC | Estate Planning Attorneys
McCarthy & Akers, PLC is a trusted law firm specializing in estate planning, located at 145 East King Street in Strasburg, Virginia. Our team of experienced attorneys are dedicated to helping individuals protect their assets and ensure their wishes are carried out through comprehensive estate planning strategies. Whether you need assistance with wills, trusts, or probate, our knowledgeable lawyers are here to provide personalized guidance tailored to your unique needs. Trust McCarthy & Akers, PLC to help you secure your legacy for future generations.
McCarthy & Akers, PLC | Estate Planning Attorneys
McCarthy & Akers, PLC is a reputable law firm specializing in estate planning located at 502 North Royal Avenue in Front Royal, Virginia, United States. With a team of experienced attorneys, they provide expert legal advice and services to help clients plan and protect their assets for future generations. Whether you need assistance with wills, trusts, probate, or any other estate planning matters, McCarthy & Akers, PLC is dedicated to providing personalized and professional representation to meet your needs. Contact them today to schedule a consultation and secure your family's financial future.
McCarthy & Akers, PLC | Estate Planning Attorneys
McCarthy & Akers, PLC is a reputable law firm specializing in estate planning. Located at 109 North Main Street in Woodstock, Virginia, their team of experienced attorneys is dedicated to providing expert legal advice and guidance to clients seeking to protect their assets and plan for the future. Whether you need assistance with wills, trusts, or probate matters, McCarthy & Akers, PLC is committed to helping you navigate the complexities of estate planning with professionalism and care. Trust in their expertise to secure your family's financial well-being for generations to come.
Estate Law Center, PLLC
The Estate Law Center, PLLC is a reputable law firm specializing in estate planning and probate matters. Located at 219 East Davis Street in Culpeper, Virginia, this firm offers expert legal services to individuals and families in need of guidance with their estate planning needs. With a team of knowledgeable and experienced lawyers, the Estate Law Center, PLLC is dedicated to providing personalized and comprehensive solutions to ensure their clients' assets and wishes are protected. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, the Estate Law Center, PLLC is here to help. Contact them today to schedule a consultation and start planning for your future with confidence.
McCarthy & Akers, PLC | Estate Planning Attorneys
McCarthy & Akers, PLC is a trusted law firm specializing in estate planning located in Warrenton, Virginia. Our team of experienced attorneys is dedicated to helping clients protect their assets and plan for the future. Whether you need assistance with wills, trusts, or probate matters, we are here to provide expert guidance and personalized solutions. Visit us at 25 South 4th Street to discuss your estate planning needs with our knowledgeable team.
McCarthy & Akers, PLC | Estate Planning Attorneys
McCarthy & Akers, PLC is a reputable law firm specializing in estate planning services. Located at 7900 Sudley Road in Manassas, Virginia, their team of experienced attorneys are dedicated to helping individuals and families protect their assets and plan for the future. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, McCarthy & Akers, PLC is committed to providing personalized and professional legal guidance. Contact them today to schedule a consultation and secure your peace of mind.
Francois Flippen Tax & Accounting
Francois Flippen Tax & Accounting, located at 135B North Royal Avenue in Front Royal, Virginia, is your go-to institution for all your accounting and finance needs. Specializing in CPA services and business consulting, we are dedicated to helping individuals and businesses in Warren County Virginia with IRS notices, tax planning, tax returns, and payroll solutions. Our expertise lies in accounting for construction and real estate transactions, making us the perfect choice for those in the industry. Our team is passionate about financial efficiency, just take a look at our old work truck and you'll see what we mean. Trust Francois Flippen Tax & Accounting for all your financial needs.
Just Financial Planning Inc
Just Financial Planning Inc is a leading accounting and finance institution located at 1630 Roanoke Boulevard in Salem, Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, retirement planning, investment management, or estate planning, our experts are here to help you navigate the complex world of finance. Trust Just Financial Planning Inc to provide you with the guidance and support you need to secure your financial future.
Integrity Financial Planning, Inc.
Integrity Financial Planning, Inc. is a finance institution located at 1315 2nd Street Southwest in Roanoke, Virginia, United States. We serve as financial coaches, assisting our clients in building retirement strategies that align with their values and goals. As an independent registered investment advisor and fiduciary, we prioritize our clients' best interests. Our services include wealth preservation, tax mitigation, charitable giving, wealth transfer, and private wealth management. We understand that each client has unique needs and risk tolerance, so we customize plans accordingly. We begin by gaining a deep understanding of our clients' dreams and concerns, then design retirement strategies that fit their lifestyle and consider various factors such as taxation and risk tolerance. Through constant monitoring and adjustments, we ensure that the plan continues to meet our clients' evolving needs.
Loper Financial - Wealth Management and Retirement Planning for the Lynchburg Region and Smith Mountain Lake
Loper Financial is a premier wealth management and retirement planning institution serving the Lynchburg region and Smith Mountain Lake. Located at 1317 Enterprise Drive in Lynchburg, Virginia, our dedicated team of financial experts provides personalized financial solutions tailored to meet the unique needs of each client. With a focus on financial security and long-term prosperity, Loper Financial offers a wide range of services including investment management, retirement planning, insurance, and estate planning. Trust Loper Financial to help you achieve your financial goals and secure your future.
Virginia Estate and Retirement Planning Advisors, Inc.
Virginia Estate and Retirement Planning Advisors, Inc. is a finance institution located at 4870 Sadler Road in Glen Allen, Virginia, United States. Our team of experienced advisors is dedicated to helping individuals and families plan for their future by providing expert guidance on estate planning and retirement strategies. Whether you are looking to protect your assets, minimize taxes, or ensure a comfortable retirement, our professionals are here to help you achieve your financial goals. Trust Virginia Estate and Retirement Planning Advisors, Inc. to provide personalized solutions tailored to your unique needs and circumstances.
Virginia Estate and Retirement Planning Advisors, Inc.
Virginia Estate and Retirement Planning Advisors, Inc. is a trusted finance institution located at 919 East Main Street in Richmond, Virginia, United States. Our team of expert advisors specializes in helping clients navigate the complexities of estate planning and retirement preparation. With a focus on personalized service and tailored financial solutions, we strive to ensure our clients have peace of mind as they plan for the future. Contact us today to learn more about how we can assist you in achieving your financial goals.
Virginia Estate and Retirement Planning Advisors, Inc.
Virginia Estate and Retirement Planning Advisors, Inc. is a trusted finance institution located at 11815 Fountain Way in Newport News, Virginia, United States. Our team of experienced advisors specializes in helping individuals and families plan for their future by providing expert guidance on estate planning and retirement strategies. Whether you are looking to protect your assets, minimize taxes, or ensure a comfortable retirement, our dedicated professionals are here to help. Contact us today to schedule a consultation and start securing your financial future.
Mission Critical Financial Planning International - Financial Advisor
Mission Critical Financial Planning International is a finance institution located at 249 Central Park Avenue in Virginia Beach, Virginia, United States. As a wealth management firm acting as a fiduciary, we prioritize our clients' interests above all else. Our experienced advisors offer comprehensive financial planning services to help clients achieve their goals within their budget and risk tolerance. Whether you need a new financial plan or want to improve an existing one, we can work with you to create a customized strategy. Our goal is to help you secure a successful retirement by optimizing your cash flow, reducing taxes, and maximizing long-term gains through diversified portfolios. We also provide recommendations for life insurance coverage and address potential threats to your financial security as you age. Securities are offered through Intervest International Equities Corporation, and advisory services are provided by Intervest International, Inc., a registered investment advisor. Contact us today to start planning for your financial future with Mission Critical FPI.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 1650 Tysons Boulevard in Tysons, Virginia, United States. Since 1995, David has been providing financial advice and wealth management services to various clients, including corporate executives, business owners, multigenerational families, and trustees. He was named on the Forbes list of Best-in-State Wealth Advisors for 2022 & 2023 and has been featured in interviews on CNBC, Investment News, and RIA Channel. David focuses on managing the complexities of his clients' financial lives, including risk management, retirement planning, tax planning, and estate planning. He believes in helping clients understand what's important and what's possible, with a goal of balancing present living with future planning. David is also actively involved in community service and leadership through various charities, including Second Story and George Mason University.
Skyline tax service
Skyline Tax Service is a reputable finance institution located at 9990 Fairfax Boulevard in Fairfax, Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need help with tax preparation, planning, or consulting, Skyline Tax Service is here to assist you every step of the way. Visit us today to experience our exceptional service and expertise.
American Law & Tax Counsel, PLLC
American Law & Tax Counsel, PLLC is a comprehensive institution specializing in accounting, finance, and legal services. Located in Washington, District of Columbia, our team carefully researches your business activity to identify proper deductions with the IRS for tax optimization. We specialize in tax relief strategies for businesses of all sizes and can negotiate payment plans to fit your budget. Our tax practice covers Federal, State, Local, and Foreign taxes for individuals, businesses, partnerships, trusts, estates, and nonprofit organizations. We offer tax return preparation, planning, and representation for IRS audits, appeals, and litigation. As a debt relief agency, we assist individuals in filing for bankruptcy relief under the Bankruptcy Code when debts exceed the ability to repay. Our services include filing for Chapter 7 debt discharge and preventing cancellation of debt liability. We also handle non-dischargeable debts, student loan debt relief, and employment-related legal matters, including Federal Employment Attorney representation and Whistleblower Protection Act cases.
Lucy's Tax Services
Lucy's Tax Services is a reputable accounting and finance institution located at 1003 Hulls Estate Drive in Bedford, Virginia, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, compliance, and consulting. We are committed to providing our clients with accurate and efficient financial solutions to help them achieve their financial goals. Visit us today to experience the personalized and professional service that sets us apart from the rest.
Tax Counsel, Ltd.
Tax Counsel, Ltd. is a reputable law firm located at 3957 Westerre Parkway in Richmond, Virginia. With over 13 years of experience, we have been providing expert legal services to clients locally, regionally, and internationally. Our areas of expertise include Tax Controversy, Collection Procedures, Business, Retirement, and Estate Planning. At Tax Counsel, Ltd., we pride ourselves on offering personalized and tailored advice to meet the unique needs of each client. Our dedicated team is committed to listening to our clients, explaining all available options clearly, and providing informed direction to protect their rights.
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