estate planning

Adams Wealth Management Group is a financial planning firm based in Centerville, Ohio, with additional offices in Dayton, Portsmouth, and Cincinnati. The firm provides financial planning, estate planning, retirement planning, investment planning, asset management, and corporate retirement services. It describes itself as a Veteran Owned Small Business and offers securities and advisory services through LPL Financial.

Asset managementCorporate retirement plan servicesERISA 3(21) co-fiduciary and ERISA 3(38) fiduciary servicesfinancial planninginvestment planningretirement planning

Affordable Benefits Solutions Inc., branded as ABS Retirement Solutions, offers insurance products and strategies to help individuals and families plan for retirement. Founded by Dr. Rita Bailey-Roland, CPA, CPC, the firm focuses on federal benefits guidance, retirement income planning, and alternative insurance options, and hosts educational workshops and a Facebook Live show on financial literacy.

financial planninginsurance planningretirement income planningwealth managementworkshops

American West Ag Appraisals provides agricultural appraisal services in central Washington, with staff who have lived and worked in the region for over a decade appraising agricultural lands and improvements. Their mission is to provide agricultural enterprises an independent, unbiased opinion of value. Appraisers hold the Accredited Rural Appraiser (ARA) designation from the ASFMRA.

agricultural appraisalappraisal reviewconsultinglease studieslitigation supportrural property valuation

Anderson and Associates, P.A. is a Sanford, Florida law firm that has been in business since 2000. It provides legal services in probate, real estate, business, corporate, estate planning and general counsel to individuals, families, businesses, governmental entities and non-profits. The firm also offers consulting services in contract compliance and program evaluation for small, minority, women and disadvantaged business programs.

business lawcommunity outreachconsultinglegal servicesprobateprogram evaluationReal Estate law

Real Estate Transactions Industry Professionals Business & Commercial Estate Planning & Successions THE COMPLETE PACKAGE FORALL OF YOUR REAL ESTATE TRANSACTIONS. At Andrus • Boudreaux Complete Title, our mission is to become the trusted source for real estate professionals, mortgage professionals and buyers and sellers of real estate. Real Estate Closings Title Insurance Estate Planning And Successions WHAT PEOPLE SAY ABOUT US First class title company, great staff, we know they will always take care of our clients! A+++!Fabio Passos Great group. Two thumbs up!Robert Verret Hard working & fun group of people! Enjoying the job whole heartedly!Jennifer Mc Farlain First class service! Always available and happy to help! Great team at Andrus Boudreaux.Emily Babineaux I am so grateful for this fine group of people! The attorneys and staff consistently provide excellent service. Knowing that.

business planningdocument recordingeClosingsescrow and fund disbursementnotary closingsreal estate closingstitle insurancetitle search/abstract examination

Apple Law Firm PLLC provides comprehensive legal counsel for dual-use technology companies with a Federal Government Contracting focus, from negotiating and structuring government contracts to safeguarding innovation, compliance, estate planning, and succession strategies. The firm operates as a virtual practice serving innovators, entrepreneurs, and business leaders in government contracting, defense, and commercial markets.

compliancecorporate structuringgovernment contract negotiation and structuringintellectual property protectionSuccession planning

Applewood Capital Management Associates LLC is a financial planning firm in Sumter, SC, emphasizing retirement planning and tax mitigation. It provides retirement income planning, Thrift Savings Plans for government employees, planning for health costs in retirement, long-term care risk planning, Social Security income maximization, and tax planning through ROTH IRAs and conversions. It also offers estate and tax planning, employee benefits and succession planning resources for business owners, and customized financial programs.

financial planningretirement planningtax planning

Brown Armstrong Accountancy Corporation is a full-service certified public accounting firm serving industries throughout California, with offices in Bakersfield, Stockton, and Fresno. Established in 1974, the firm provides CPA services including assurance, business consulting, and tax services to clients in oil, energy, construction, agriculture, healthcare, non-profit, and municipal sectors.

auditingbookkeepingcompliance auditsconsultingfinancial statement auditstax preparation

Ashvale Legal, PLLC is a veteran-owned law firm based in South Jordan, Utah, serving individuals, families, and businesses across Salt Lake County, Summit County, and Utah County. Founded by Christopher R. Topham, J.D., M.B.A., the firm focuses on estate planning and business law, offering flat-fee pricing and a free first consultation.

business lawlegal consultations by phone, video, or in person

Awaken Financial Designs LLC is a Registered Investment Adviser with the North Carolina Securities Division and the Arizona Corporation Commission (CRD #339725). It is an independent flat-fee fiduciary financial planning firm, veteran and woman owned, serving North Carolina, Arizona, and virtually nationwide where appropriately licensed. Co-founders David and Ashley Lundberg help individuals and couples with early retirement planning and tax strategy.

flat-fee financial planninginvestment coordinationretirement planningRoth IRA conversion analysisSocial Security timing analysistax planningvisual planning tools

AXIA Real Estate Appraisers is a full-service commercial real estate appraisal and consulting firm servicing all of Arizona. Founded in 1988, the firm provides supportable valuations of real estate, detailed narrative appraisal reports, third-party reviews, updates, and consultations. Its team has over 75 years of commercial real estate appraisal experience, helping bankers, organizations, and individuals make informed real estate decisions.

consultingeminent domain appraisalslitigation supportreal estate appraisalthird-party reviews

Berkley Oliver PLLC is a law firm founded in 2017 by Attorneys Joshua G. Berkley and Amy E. Oliver, serving clients in Shelbyville, Shelby County, and throughout Central Kentucky. The firm focuses on estate planning, probate and estate administration, elder law, family law, and criminal defense, tailoring its services to each client's needs.

criminal defenseelder lawfamily lawMedicaid planningprobate and estate administration

Bernard Tavone Risco LLC provides asset protection and credit education services, including trust structures, estate planning, credit strategies, and FDCPA/FCRA consumer rights education. The company offers trust and protection packages such as family estate planning, unincorporated business trusts, FBO trusts, master public and private trusts, 508(c)(1)(A) faith-based structures, and court protections, along with strategy consultations.

asset protectioncontract reviewcredit strategyFDCPA/FCRA consumer rights educationNIL advisorytrust structuring

Blethen Berens is a full-service law firm based in Mankato, Minnesota, with an additional office in New Ulm. The firm traces its history to 1896, when it was established by S.B. Wilson as Blethen, Gage and Krause; it merged with Berens, Rodenberg and O'Connor in July 2018. It describes itself as one of the oldest and largest practices in southern Minnesota and emphasizes legal excellence and personal commitment to clients.

business lawfamily lawlegal representationlitigationReal Estate lawtitle services

Bluestone Bank is an independent community bank located in southeastern Massachusetts, serving families and businesses in Massachusetts, Rhode Island, and New Hampshire. It has helped the local area flourish since 1872 and provides caring service and financial insight. All deposits are 100% insured through the FDIC and the Depositors Insurance Fund (DIF).

cash managementcommercial lendingmortgage lendingonline and mobile bankingtrust serviceswealth management

Boling Rice LLC is a law firm based in Cumming, Georgia, and the successor to a firm founded by Leon Boling in 1946. The firm represents individuals and businesses in legal matters including commercial and residential real estate, estate planning, probate administration, business and commercial law, mediation and arbitration, and domestic law. Representative clients include lending institutions, utility companies, state departments and title insurance agencies.

arbitrationlegal representationmediationprobate administration

Boston Mantra LLC is a boutique M&A advisory and management consulting firm headquartered in Boston, Massachusetts, specializing in healthcare and life science deals. It offers modular service platform design, buy-side and sell-side M&A advisory, business valuation, business exit consulting, and pre/post-transaction integration support.

business exit consultingbusiness valuationM&A advisorymanagement consultingpost-merger integrationpre-merger integrationtax compliancevaluation analysis

Bouhan Falligant LLP is a full-service Georgia law firm based in Savannah, Georgia, providing legal services to clients throughout the Southeast and beyond for over 130 years. The firm handles complex legal issues for businesses, governmental entities, organizations, professionals, and individuals at local, regional, and national levels. It is the successor firm to Bouhan, Williams & Levy LLP and Inglesby, Falligant, Horne, Courington & Chisholm P.C., which merged in 2013.

accident investigationcorporate lawlitigationmaritime and admiralty lawmediation and alternative dispute resolutionproducts liability defenseReal Estate lawregulatory compliance counseling

Brady Martz is an accounting and business advisory firm with roots dating back to 1927, when Edward W. Brady established his accounting firm in Grand Forks, North Dakota. The firm was formally established in 1981 through the merger of Brady's firm and Baldwin Martz & Associates. It operates nine offices throughout North Dakota, Minnesota, South Dakota, and Texas and has been named among Accounting Today's Top 100 Firms.

Auditsbookkeepingbusiness valuationfinancial reportingForensic AccountingFractional CFO servicespayrollreviewstax compliancewealth management

Brodeur Law Firm, LLC is a woman-owned boutique law firm based in Connecticut providing modern, comprehensive, and compassionate legal representation. The firm takes a team approach to client-centered representation and offers in-person and virtual consultations, with offices on Main Street in Middletown and Route 1 in Mystic (Stonington), Connecticut.

appellate advocacylegal representationreal estate closingstrust administrationvirtual consultations

BRPS Consulting, LLC was created to help low- to mid-net-worth seniors (70+) get their financial and legal lives in order. Founded by Bethany R. Smith, CPA, the firm offers financial alignment services including important document location and organization, estate planning for retired seniors, executor services, bill paying, and monitoring of financial accounts for suspicious activity.

bill payingexecutor servicesfinancial account monitoringhealth insurance enrollment assistancespending plan developmenttax return assistance

Brueckner Spitler Shelts is a full-service business law office in Scottsdale, Arizona, founded in 1989 with more than 35 years in business in Arizona. The firm offers experienced representation in six areas of practice and serves clients locally with a global reach.

alternative dispute resolutionappealscontractsexpert witness testimonylicensing agreementslitigationmergers and acquisitionsprobatetrademarks and copyrights

Burke & Herbert Bank is a community bank offering personal and business banking, mortgages, loans and lines of credit, and wealth management. It serves Virginia, West Virginia, Maryland, Delaware, Pennsylvania, and Kentucky with over 100 locations and access to more than 40,000 fee-free Allpoint ATMs.

business lendingcoin countingdigital bankingInteractive Teller (ITM) serviceMedallion Signature Guaranteemortgage lendingnotary servicesprivate bankingtreasury managementtrust serviceswealth management

Butzel is a law firm serving clients of all sizes doing business in complex industries across the globe, offering a wide range of services in a broad variety of practice areas. The firm has offices in Detroit, Troy, Ann Arbor, Lansing, Grand Rapids, Niles, St. Joseph, South Haven, and Washington, and has provided legal counsel for over 170 years.

cybersecurity and privacygovernment relationsimmigration lawintellectual property lawlabor and employment lawlitigationMediation and arbitrationtransactional legal counsel