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TOP 30 Estate planning in Universal City, TX
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Demory Law Office
Demory Law Office PLLC is a finance and lawyer institution located at 130 Palisades Drive in Universal City, Texas, United States. Specializing in estate planning, new business ventures, and real estate transactions, our team is dedicated to guiding you through the process and setting you up for success. Our estate plans include essential documents such as last will and testament, medical power of attorney, and durable power of attorney. We understand the importance of securing your future and ensuring that your loved ones are taken care of. By incorporating a no-contest clause in your will, you can prevent potential conflicts among family members. Our founder, Samantha Demory, takes the time to understand your individual needs and goals before efficiently drafting thorough and enforceable estate planning documents.
Law Office of Kenneth L. Wake, Jr.
The Law Office of Kenneth L. Wake, Jr. is a trusted institution located at 14400 Northbrook Drive in San Antonio, Texas. Attorney Kenneth Wake has been serving the San Antonio community for over 20 years, specializing in family law. He is a qualified and trustworthy lawyer who has represented hundreds of clients in various case types. Born and raised in San Antonio, Kenneth Wake graduated from the University of Texas in San Antonio before earning his Doctor of Jurisprudence degree from Saint Mary's Law School with honors. With a focus on family law, Mr. Wake helps clients with divorce, child custody, child support, visitation, and other related matters in Bexar County and surrounding areas.
The Law Office of James & Newberry
The Law Office of James & Newberry, located at 659 South Castell Avenue in New Braunfels, Texas, specializes in family law and probate matters. They understand that these legal issues are deeply personal and work to treat everyone involved with care, compassion, and respect. Serving families in Comal County and beyond, their team takes the time to understand each client's personal needs and concerns, guiding them through life's transitions with experience and a personal touch. Their areas of focus in family law include agreements handling separate and community property, protecting all parties when adding a child to the family, following Texas guidelines for the best interest of children, and more. They also assist with probate matters, including drafting valid wills, ensuring a streamlined probate process, and determining asset distribution in the absence of a will.
The Gerke Law Firm, PLLC
The Gerke Law Firm, PLLC, located at 5777 Sienna Parkway in Missouri City, Texas, is a renowned legal institution founded by M. Chad Gerke. With over $40,000,000.00 in verdicts and settlements since 2013, Chad has established himself as a top trial lawyer in Texas. He holds an "AV" rating from Martindale-Hubbell, has been named a Texas Super Lawyer, and is a member of the Million Dollar Advocates Forum. The Gerke Law Firm specializes in handling a wide range of cases, including business disputes, products and premises liability, personal injury, and wrongful death. Additionally, they assist clients with Estate Planning and Probate matters, providing services such as drafting wills, trusts, and powers of attorney.
Law Office of Nancy Hui, LLC
The Law Office of Nancy Hui, LLC is located at 11200 Broadway Street in Pearland, Texas, United States. Specializing in probate, guardianship, and estate planning, our practice is dedicated to serving the needs of our clients in these areas. In response to the COVID-19 pandemic, we have transitioned to holding all client meetings online through video conferences or phone calls. This new way of operation has brought convenience and flexibility to our clients, while still offering in-person meetings at our office as needed.
Hal R. Gordon, Lawyer
Hal R. Gordon, Lawyer is a reputable institution located at 3272 Westheimer Road in Houston, Texas. Hal Gordon, a distinguished lawyer, graduated Phi Beta Kappa from the University of Texas in 1975 and obtained his law degree from the same university in 1978. With over 36 years of experience in property tax matters, Mr. Gordon specializes in protesting values on behalf of commercial and industrial property owners. He also represents Plaintiffs and Defendants in delinquent tax lawsuits, filing protests with the Harris County Appraisal District, appearing at informal hearings, and filing property tax lawsuits in District Court. Mr. Gordon works on a contingency fee basis and is known for cooperating with tax agents to ensure the best possible outcome for his clients. Notably, he recently won a lawsuit that will benefit taxpayers across Texas. Mr. Gordon was also recognized as a Top Lawyer in Houston in 2016 by his peers.
Law Offices Of Ivan Friedman
The Law Offices Of Ivan Friedman is a well-established law firm located at 1760 Ranch to Market Road 967 in Buda, Texas. Specializing in family law, Ivan Friedman has been board certified by the Texas Board of Legal Specialization since 2015 and has been practicing in Texas since 1993. With offices in various locations including San Marcos, San Antonio, Gonzales, Lockhart, Lubbock, and Seguin, Ivan is dedicated to providing expert legal services to his clients. Originally from Austin, Ivan obtained his law degree from the University of Texas in 1992. A proud Longhorn and Spurs fan, he enjoys outdoor activities in Central and South Texas such as swimming, hiking, biking, and surfing at Port Aransas and South Padre. Ivan and his wife Lesli, whom he met at the Texas Capitol, have three children and are active members of St. Mark’s Episcopal Church in San Marcos.
Law Office of Kathryn Figueredo Fowler
The Law Office of Kathryn Figueredo Fowler is a trusted legal practice located at 406 West University Avenue in Georgetown, Texas. Specializing in various areas of law, including family law, estate planning, and probate, Kathryn Figueredo Fowler provides expert legal counsel and representation to clients in need. With a strong commitment to professionalism and client satisfaction, this reputable law office is dedicated to achieving the best possible outcomes for their clients. Contact the Law Office of Kathryn Figueredo Fowler today for all your legal needs.
Law Office of Lori Watson
The Law Office of Lori Watson is a trusted legal firm located at 310 West University Avenue in Georgetown, Texas. Specializing in providing expert legal services, Lori Watson and her team offer personalized and professional representation for a wide range of legal matters. Whether you are in need of assistance with family law, estate planning, business law, or any other legal issue, the Law Office of Lori Watson is committed to helping clients navigate the legal system with integrity and dedication. With a focus on delivering successful outcomes and exceptional client service, Lori Watson is a knowledgeable and experienced lawyer you can trust.
Turner Ford Gassaway Law Firm
Turner Ford Gassaway Law Firm is a reputable legal institution located at 205 East University Avenue in Georgetown, Texas, United States. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in need. With a strong commitment to integrity and professionalism, Turner Ford Gassaway Law Firm is dedicated to serving the legal needs of individuals and businesses in the Georgetown area. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, you can trust the knowledgeable attorneys at Turner Ford Gassaway Law Firm to provide you with the quality legal services you deserve.
Booth Law, PLLC
Booth Law, PLLC is a reputable law firm located in Round Rock, Texas, United States. With a team of experienced and dedicated attorneys, Booth Law, PLLC offers a wide range of legal services to meet the needs of their clients. Specializing in various areas of law, including family law, estate planning, and business law, the firm is committed to providing top-notch legal representation and personalized attention to each client. Whether you are facing a legal issue or need assistance navigating the complexities of the legal system, Booth Law, PLLC is here to help. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
EAGLE Wealth Management Group LLC
EAGLE Wealth Management Group LLC is a leading finance institution located at 205 East University Avenue in Georgetown, Texas, United States. Our team of experienced professionals offers comprehensive wealth management services tailored to meet the unique needs of each client. We specialize in investment planning, retirement planning, estate planning, and more. At EAGLE Wealth Management Group LLC, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and learn how we can help you build and protect your wealth.
Gordon & Sykes, LLP
Gordon & Sykes, LLP is a prestigious law firm located at 1320 South University Drive in Fort Worth, Texas. With over 40 years of experience, our team of lawyers specializes in various legal matters such as construction law, family law, real estate law, business law, and estate issues. We are known for our commitment to achieving our clients' goals and have received numerous awards and honors for our outstanding service. Our highly skilled attorneys have been recognized by Super Lawyers and hold board certifications in estate planning, probate law, and civil litigation. At Gordon & Sykes, LLP, you will work directly with your assigned attorney, ensuring personalized attention to your case. We understand the importance of communication and guarantee that you will have access to your attorney throughout the legal process.
Crone Law PLLC
Crone Law PLLC, located at 923 South Alamo Street in San Antonio, Texas, is led by Bryan Crone, the QB1 of legal representation. Bryan is a seasoned litigation attorney with a passion for business operations, systems design, and strategic planning. Since opening in 2015, Crone Law PLLC has established itself as a trusted firm in the San Antonio to Austin metro area, handling hundreds of family law and civil litigation cases. Bryan's experience includes representing clients in a wide range of legal matters, from family law to civil conspiracy to real estate purchases. He is known for his courtroom expertise but also excels in resolving cases through negotiation and mediation. In addition to his work at Crone Law PLLC, Bryan is a managing partner at Trotter | Crone PLLC, focusing on high-value civil litigation cases for businesses and other plaintiffs.
The Law Office of Erin C. Callahan, PLLC
The Law Office of Erin C. Callahan, PLLC is a boutique law firm located in Houston, Texas, specializing in wills, estate planning, and business law. With a strong focus on personalized service, Erin C. Callahan herself will work closely with you to create a tailored legal solution for your needs. Whether you are planning for the future, navigating the complexities of estate planning, or starting a new business, Erin is dedicated to guiding you every step of the way. As a native Texan and a graduate of Washington University in St. Louis and SMU Dedman School of Law, Erin brings a wealth of knowledge and expertise to her practice. She understands the importance of preparing for the unexpected and offers services such as organ donation legal advice and estate planning for blended families.
Jennifer M. McKay, Of Counsel to Peterson & Peterson Attorneys
Jennifer M. McKay, Of Counsel to Peterson & Peterson Attorneys, is a retired lawyer specializing in Estate Planning. Located at 1205 South Austin Avenue in Georgetown, Texas, Jennifer has joined the experienced team at Peterson & Peterson to assist with estate planning and probate needs. Past clients can contact Peterson & Peterson at (512) 930-9455 or (512) 930-1202 for assistance. Jennifer McKay graduated with honors from the University of Texas at Austin and has been certified by the Texas Board of Legal Specialization in Estate Planning and Probate. For more information, visit www.peterson-peterson.com.
Jerald L. Wells, PA
Jerald L. Wells, PA is a reputable healthcare institution located at 7703 Floyd Curl Drive in San Antonio, Texas. As a trusted physician assistant, Jerald L. Wells provides top-quality medical care and services to patients in the area. The institution offers a wide range of health services, including preventative care, diagnosis, and treatment of various medical conditions. Whether you are in need of a routine check-up or specialized medical attention, Jerald L. Wells, PA is dedicated to providing personalized care to meet your individual needs. Visit us today and experience excellence in healthcare.
Merrill Lynch Financial Advisor Carolina Marquez
Merrill Lynch Financial Advisor Carolina Marquez is a finance institution located at 300 North Marienfeld Street, Midland, Texas, United States. Carolina Marquez has over ten years of experience in financial services and specializes in addressing wealth management needs for a wide range of clients, including business owners, educators, and individuals in the oil and gas industry. She is bilingual in English and Spanish, providing strategic guidance to the Hispanic community on wealth structuring, investment management, and trust and estate planning services. Carolina is dedicated to providing exemplary service and believes in open communication with clients to simplify the complexities of wealth management. She offers retirement planning tools and personalized plans to help clients achieve their financial goals. Carolina earned her bachelor's degree in Business from the University of Texas of the Permian Basin and is actively involved in serving her community. As a Merrill Lynch Wealth Management Advisor, Carolina focuses on understanding her clients' goals and priorities to develop personalized investment strategies. She is registered to do business in CA, MN, NM, TX, and WI.
Merrill Lynch Financial Advisor Eric Pittman
Merrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
Edward Jones - Financial Advisor: Robert J Holman, CFP®
Edward Jones - Financial Advisor: Robert J Holman, CFP® is a reputable financial institution located at 3426 South University Drive in Fort Worth, Texas, United States. As a Certified Financial Planner, Robert J Holman provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a range of financial solutions including investment planning, retirement planning, and estate planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert J Holman and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.
Merrill Lynch Financial Advisor John Gould
Merrill Lynch Financial Advisor John Gould is located at 301 Commerce Street in Fort Worth, Texas, United States. John Gould has over 18 years of experience in the financial services industry, specializing in helping clients develop personalized retirement plans to help their assets last a lifetime. John holds a Bachelor of Business Administration degree in Marketing and Finance from Baylor University and an MBA from Southern Methodist University. He is dedicated to understanding his clients' goals and priorities, offering personalized wealth management strategies to help them achieve their financial aspirations. John works closely with clients to identify and prioritize their goals, including estate planning, investments, tax strategies, wealth transfer, and retirement income. He believes in building long-term relationships based on trust and is committed to helping clients optimize their resources to reach their financial goals. As a Merrill Lynch Wealth Management Advisor, John focuses on creating customized investment approaches tailored to each client's unique needs and circumstances. He believes in the power of personalized financial planning and offers a range of services to help clients navigate the complexities of their financial lives. John is registered to do business in several states and is dedicated to helping clients achieve their financial goals through thoughtful and strategic investment strategies.
Merrill Lynch Financial Advisor Brooks A Bowman
Merrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Benjamin H Taylor
Merrill Lynch Financial Advisor Benjamin H Taylor is a finance institution located at 17802 Interstate 10, San Antonio, Texas, United States. Ben Taylor, a U.S. Army Armor Officer veteran, has been with Merrill Lynch since 1998 and holds a B.A. in History from Trinity University and an M.B.A from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 FINRA registrations. Ben focuses on creating personalized strategies for individuals and families to help them achieve their financial goals, including retirement and estate planning. He is actively involved in his community and is passionate about helping clients manage and grow their wealth. With access to the resources of Merrill and Bank of America, Ben and his team provide personalized service to build strong client relationships based on trust. They work with clients to develop customized investment approaches that align with their goals and priorities, helping them navigate the complexities of their financial lives. Ben believes in the power of understanding his clients' aspirations and designing plans to turn their goals into reality. By staying informed and addressing changes in clients' lives and the market, Ben helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding education, Ben is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Jonathan B Rao
Merrill Lynch Financial Advisor Jonathan B Rao is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Jonathan has a Bachelor’s degree in Business from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. He and his wife, Melinda, are third generation Houstonians and are actively involved in supporting their alma maters. Jonathan and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, helping clients navigate through life changes and market fluctuations. The institution provides a range of financial solutions and investment strategies to help clients achieve their financial goals. Jonathan believes in understanding each client personally to offer the best financial approach that reflects their unique needs and priorities. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial guidance and support.
Merrill Lynch Financial Advisor Tyra Gibson
Merrill Lynch Financial Advisor Tyra Gibson, located at 800 Capitol Street in Houston, Texas, United States, is a trusted institution in the finance industry. With over 10 years of experience, Tyra Gibson is dedicated to connecting clients and their families to global resources at the Firm. Specializing in private wealth advising and small business lending, Tyra can help business owners manage their finances and plan for the future through various strategies. With a Bachelor's degree in English from Spelman College and a Master's degree in Business Management from Wake Forest University, Tyra brings a wealth of knowledge to her clients. She is committed to understanding each client's unique goals and designing personalized plans to help them achieve financial success. Whether it's retirement planning, wealth management, or estate planning, Tyra works closely with her clients to develop strategies that align with their priorities. By utilizing the resources of Merrill Lynch and Bank of America, Tyra can offer comprehensive financial solutions tailored to each client's needs. With a focus on building long-term relationships, Tyra is dedicated to helping clients navigate life's financial challenges and changes. Through ongoing communication and regular reviews, Tyra ensures that her clients' financial approaches remain aligned with their evolving goals. As a Chartered Retirement Planning Counselor™, Tyra is well-equipped to guide clients through the complexities of retirement planning and investment management. With a commitment to personalized service and a deep understanding of each client's needs, Tyra Gibson is a reliable partner in helping individuals and families achieve their financial goals.
Daasfinancials
Daasfinancials is a finance institution located at 8786 Kennsington Street, Frisco, Texas, United States. We specialize in helping our clients identify opportunities, build diversified portfolios, and optimize returns for a secure financial future. Our comprehensive estate planning solutions include wills, trusts, power of attorney, and inheritance services. We offer retirement planning services that focus on creating personalized strategies tailored to your individual needs. Our expertise in financial services and products includes fixed annuities, IUL Plans, Guaranteed Universal Life (GUL) insurance, and Indexed annuities.
Merrill Lynch Private Wealth Advisor Austin Burt
Merrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
First Command Financial Advisor - Sherry Neeley
First Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.
Brockman & Associates
Brockman & Associates is a finance and insurance agency located in The Woodlands, Texas. Our founder, Ben, serves as the Wealth Advisor for our clients, guiding them in making wise financial decisions. We offer services in cash flow/retirement planning, investment planning, college education planning, estate & wealth transfer planning, and family & business succession planning. Our team is dedicated to providing the best service experience for our clients. Emilee provides support in client service and administrative tasks, while Josh brings years of experience as a Senior Financial Analyst. Allison plays a vital role in our marketing and branding efforts.
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.
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