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TOP 30 Estate tax planning in Winchester, VA
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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.
Gunter Hensley PC
Gunter Hensley PC is a law firm located at 16 South Kent Street in Winchester, Virginia. Specializing in various areas of law including criminal, personal injury, civil litigation, domestic relations, and estate planning, the attorneys at Gunter Hensley PC are dedicated to providing professional and personalized services to meet the unique needs of their clients. With experienced lawyers David Hensley and Ryan Nuzzo at the helm, clients can expect a thorough consultation to discuss their legal needs and potential outcomes for their case. Whether you are facing a legal issue or planning for the future, Gunter Hensley PC is here to help.
Owen and Truban, PLC
Owen and Truban, PLC is a well-established Virginia law firm specializing in estate planning, estate and trust administration, and business representation. Located at 103 North Braddock Street in Winchester, Virginia, the firm has been serving clients since 1979. The historic McGuire House, built around 1794, is home to the firm. Owen and Truban, PLC caters to clients in Winchester and surrounding areas including Frederick, Clarke, Shenandoah, Warren, Loudoun, and Fauquier Counties. Please note that the information on this website is for general purposes only and should not be taken as formal legal advice. Attorney Advertising.
Jarvis Law PLLC
Jarvis Law PLLC, located at 128 North Royal Avenue in Front Royal, Virginia, is a law firm founded by Elaine Jarvis in 1997. Elaine is not only a lawyer but also an author, pilot, and mother of three. The firm provides creative legal solutions to businesses, consumers, and families in Virginia, West Virginia, Maryland, New York, and Washington, D.C. Specializing in plaintiff’s side law, Jarvis Law seeks remedies for those who have been wronged. The team at Jarvis Law travels throughout the tri-state area to advise, litigate, and counsel clients in various practice areas including business law, consumer protection, estate planning, employment law, real estate, and more. The team at Jarvis Law is made up of friendly and honest individuals who take pride in serving the community with compassion and fairness. Amanda Chaillan, with a background in political science and business strategy, brings her expertise to the firm to help make a positive impact. Tarra Smeltzer, with over 30 years of customer service experience, manages trial schedules and office operations to ensure the best outcomes for clients. Madeline Farris, a student at the College of William & Mary, is passionate about law and helping people, with a focus on family, consumer protection, and business law. Joshua Smeltzer, a U.S. Army veteran with a degree in philosophy, is dedicated to serving the community and providing critical thinking and creative solutions to clients.
Quantive
Quantive is a finance institution located at 704 Baker Lane in Winchester, Virginia, United States. We specialize in helping CEO Founders and their teams navigate valuation and value creation strategies through M&A exits. Our goal is to position CEO Founders for the best possible ownership transitions, ensuring a smooth and successful process. At Quantive, we understand the importance of taking a pause to assess options and make informed decisions before executing with speed. Our valuations and appraisals services are available for pre-transaction planning, estate & gift tax, litigation support, and more. We work closely with CEO Founders to address any potential "value gap" and implement smart value creation strategies to achieve financial goals.
YHB | CPAs & Consultants (Training Center)
YHB | CPAs & Consultants (Training Center) is a leading institution located at 302 South Loudoun Street, Winchester, Virginia, United States. Specializing in accounting and finance, YHB offers personalized financial planning and business services to clients in Northern and Central Virginia. With over seven decades of experience, our team of CPAs is dedicated to helping businesses grow and families build wealth for future generations. At YHB, we understand the unique financial needs of different industries and are well-versed in tax advisory, company benefits planning, and business profitability. Whether you are looking to grow your assets or plan for the future, our experts can guide you through financial and estate planning, tax paperwork, and eligible deductions.
Susan Kagey - Private Wealth Advisor, Ameriprise Financial Services, LLC
Susan Kagey, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 100 Creekside Lane in Winchester, Virginia, offers a wide range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Susan Kagey is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Susan Kagey is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planner™, among others, to provide comprehensive financial planning services. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Susan Kagey is dedicated to helping you achieve your financial goals with professionalism and expertise.
Hittinger Financial
Hittinger Financial is a reputable finance institution located at 712 South Braddock Street in Winchester, Virginia, United States. With a focus on providing personalized financial solutions to individuals and businesses, Hittinger Financial offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Hittinger Financial today to learn more about how they can assist you with your financial needs.
Hoxton Financial Inc
Hoxton Financial Inc is a trusted financial institution located at 35 North Braddock Street in Winchester, Virginia, United States. We offer convenient ATM services and a wide range of financial solutions to meet your needs. Our team of experienced professionals is dedicated to providing top-notch customer service and helping you achieve your financial goals. Visit us today to experience the Hoxton Financial difference.
RBC Wealth Management
RBC Wealth Management is a leading financial institution located at 40 South Loudoun Street in Winchester, Virginia, United States. As a premier provider of wealth management services, RBC offers a comprehensive range of financial solutions tailored to meet the unique needs of individual clients. With a team of experienced financial advisors and industry experts, RBC Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, RBC Wealth Management is committed to providing personalized and strategic financial advice to help you succeed.
Yount Hyde & Barbour Pc: Branner Kevin CPA
Yount Hyde & Barbour Pc: Branner Kevin CPA is an accounting and finance institution located at 50 South Cameron Street in Winchester, Virginia, United States. Kevin Branner has been a part of the institution since 1991, specializing in helping construction companies, developers, and real estate firms achieve financial success. With a bachelor's degree in business and economics from Randolph-Macon College, Kevin is a member of various community organizations and construction trade associations. He offers a wide range of accounting and business advisory services, including tax planning, audits, succession planning, and profit improvement consulting. Kevin believes in building strong relationships with his clients to better understand their needs and objectives. Outside of work, he enjoys golfing and spending time with his family. Testimonials from clients praise Kevin for his exceptional assistance in growing businesses, selling businesses, and conducting audits. The institution also has multiple locations in Virginia and Maryland, providing convenient access to their services.
Yount Hyde & Barbour | CPAs & Consultants
Yount Hyde & Barbour | CPAs & Consultants is a full-service accounting firm located at 9954 Mayland Drive in Richmond, Virginia. With a commitment to client success, our team of experts offers a wide range of financial and tax services for families and businesses in the Richmond area. Whether you need assistance with selecting a 401(k) plan, audit services, or mastering accounting software, our CPAs are here to help year-round. With over seven decades of experience and active involvement in various industries, our team at YHB is equipped to handle your financial needs. From community banking to construction and non-profit organizations, we provide expert guidance on audits, taxes, compliance, and more. Additionally, our personal financial services can help you plan for the future with services such as estate planning and asset protection.
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