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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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SIOBHAN KINEALY, ESQ

Financial Planning Team

Trusts & Estate Planning Attorney

ASSET PROTECTION PLANNING BUSINESS SUCCESSION PLANNING PROFESSIONAL FIDUCIARY SERVICES ESTATE PLANNING

ABOUT SIOBHAN

Siobhan Kinealy is a highly skilled attorney specializing in Trusts and Estates law. Born in Ireland and growing up in Liverpool, Siobhan has a career that has spanned both sides of the Atlantic and across corporate sectors. She has a BA History (UK), an LLB Law (UK) and a JD from Rutgers- Newark. She is an active member of the Irish American Community and was awarded the Irish Echo 40 Under 40 in 2022 in recognition for her professional and personal achievements. In 2023, Siobhan joined the prestigious list of Super Lawyers Rising Stars.

With a wealth of experience advising clients on a broad range of estate planning matters, she is an invaluable resource to those seeking guidance on protecting and distributing their assets.

Siobhan is adept at working with individuals and families to create estate plans that meet their unique needs and goals. Whether her clients require a basic estate plan or a more complex arrangement involving multiple entities and trusts, Siobhan has the expertise and knowledge to provide tailored solutions that address their specific concerns.

For high net worth individuals, Siobhan is particularly skilled at developing sophisticated strategies that help to preserve and grow their wealth. She understands the nuances of tax laws and the various tools available to minimize liability and maximize returns, and is committed to helping her clients navigate the complex landscape of estate planning with confidence.

A BRIEF HISTORY

Throughout her career, Siobhan has established a reputation as a trusted advisor and a compassionate advocate for her clients. She is known for her ability to distill complex legal concepts into language that is easily understood, and for her unwavering commitment to delivering results that meet her clients’ needs and exceed their expectations.

In addition to her work with individual clients, Siobhan is also well-versed in assisting business owners with their estate planning needs. She works closely with these clients to understand their unique objectives and to help them implement strategies that will ensure a smooth transition of their business to the next generation.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Siobhan is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more