TOP 30 Estate tax minimization in Texas

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Legacy Texas Property Management, located at 1643 West Henderson Street in Cleburne, Texas, offers a comprehensive range of property management services for investors and landlords. Our experienced team specializes in managing commercial rental properties of all sizes, from single retail units to large warehouses exceeding 400,000 sqft. We understand the challenges of dealing with tenants and strive to make the process as seamless as possible for property owners. Our goal is to maximize occupancy rates and minimize the stress associated with managing rental properties. Trust Legacy Texas Property Management to handle all your property management needs with professionalism and expertise.

Tamez Financial Group is a finance institution located at 1022 South Texas Boulevard in Weslaco, Texas, United States. Money can be personal and emotional, but their goal is to make it less scary for you. They help you understand the connection between your day-to-day finances and emotions to take control of your financial situation. Whether you need help with surprise expenses, budgeting, or managing finances as a newly married couple or during a divorce, they have the expertise to guide you through. Carlos Tamez, a licensed insurance agent, offers insurance products and services through various companies in Indiana and Texas. He also offers securities products and services through NYLIFE Securities LLC. Tamez Financial Group is not owned or operated by NYLIFE Securities LLC. They do not offer tax, legal, or accounting advice, so it's best to consult a professional in those areas before making any decisions. With their expertise and guidance, you can feel more secure and prepared for your financial future.

Tom Clay - State Farm Insurance Agent, located at 3602 Vista Road in Pasadena, Texas, is a trusted insurance agency with over 33 years of experience. Specializing in life, health, auto, home, renters, commercial, and business insurance, Tom Clay and his team are dedicated to providing the right coverage at the right price for their customers. They offer a wide range of discounts and ensure prompt and accurate claims service in times of need. As a responsible and compassionate agent, Tom Clay values his customers' time and is always available to help, whether it's through phone calls, emails, or in-person meetings. With a focus on personalized service and attention to detail, Tom Clay and his team strive to meet the ever-changing needs of their customers.

Killen & Dennis Law PC is a results-oriented and affordable law firm located at 104 South Main Street in Burleson, Texas. Our attorneys strive to find cost-effective solutions for our clients, whether in the boardroom or the courtroom. Specializing in estate planning and probate, our goal is to help clients achieve their dispositive intent with minimal tax consequences. We also work with business owners to develop structures that ensure their business continues to flourish. Our trial attorneys have experience in civil litigation and appellate law, advocating vigorously for our clients. Additionally, we assist clients with contract negotiations, real estate transactions, and a wide range of legal matters. With personalized service and a commitment to excellence, Killen & Dennis PC is here to help navigate through any legal challenge."

REIBLAW, located at 1801 Hinkle Drive in Denton, Texas, is a leading institution offering legal services to protect both your business and personal life. As the #1 Subscription-Based Legal Plan in the US, we provide affordable legal protection without compromising on quality. Our team of experienced lawyers understands the dynamic nature of the business world and will work with you to develop strategies to shield your assets from potential lawsuits. In addition, we offer estate planning services to minimize tax burdens and ensure a smooth transition of assets to your loved ones. With a focus on fostering healthy business relationships and promoting communication, we strive to help you achieve success while safeguarding your legal rights. Contact us today for a customized strategy tailored to your business needs and enjoy the peace of mind that comes with having a dedicated legal team on your side.

McGee Law Firm, located at 810 West 10th Street in Fort Worth, Texas, is your go-to resource for Estate Planning, Elder Law, and Medicaid/VA Planning. Brandon McGee and his team are knowledgeable, experienced, and professional when it comes to creating comprehensive estate plans. From multiple meetings to drafting and signing documents, they guide you through the process with clarity and organization. Their services include setting up Wills and Trusts, navigating through the complexities of Probate, and assisting with long-term care planning through Elder Law. With a focus on preserving and distributing assets, McGee Law Firm helps clients achieve their personal and family goals while minimizing taxes and ensuring a secure future.

My Church Law Firm, located at 2201 Spinks Road in Flower Mound, Texas, is a full-service law firm specializing in ministry law. Our attorneys at Gaines, Goodspeed & Juba, P.C. have decades of experience serving churches, private schools, and nonprofit ministries. We offer a range of legal services, including start-ups, real estate transactions, governance matters, crisis management, and litigation, all tailored to the unique needs of religious organizations. Our client-centered approach ensures that your legal matters are handled with urgency, skill, and care. We prioritize the entire client experience and strive to deliver high-quality, cost-effective legal solutions. With a focus on proactive training and risk mitigation, we are committed to providing Christ-centered, wise counsel and being your advocate when you need it the most.

Leake Law Firm, located at 350 Westpark Way in Euless, Texas, specializes in Commercial Law, Real Estate, Estates/Trust, and Business Protection. With a focus on the client's goals, culture, and expectations, their practice areas include Breach of Contract, Franchise Partnership Disputes, Real Estate, and Bankruptcy. They provide professional legal advice tailored to the unique needs of individuals, families, and businesses, covering areas such as Asset Protection, Tax Minimization, Business Planning, Trusts, and Family Limited Partnerships. From start-ups to complex structuring agreements, Leake Law Firm offers legal assistance for Corporations, LLCs, Partnerships, Financing, Directors' and Officers' Liability, Franchising, Buy-Sell Agreements, and Risk Management. They also provide legal advice to owners, developers, contractors, and other professionals on construction-related claims, disputes, and litigation, including Construction Defects, Mechanics' Liens, and Contract Disputes.

Nickerson Law Group is a premier law firm located in Austin, Texas, specializing in estate planning, asset protection, probate, and special needs planning. Led by Julia Nickerson, the team at Nickerson Law Group is dedicated to providing top-notch legal services to professionals, executives, business owners, and individuals in the Austin area. With a focus on wealth preservation and tax planning, Nickerson Law Group helps clients protect their assets, plan for the future, and minimize tax liabilities through creative strategies. Whether you need assistance with estate planning, probate administration, or special needs planning, the experienced team at Nickerson Law Group is here to help.

Kazi Law Firm, PLLC is a trusted institution located at 18911 Hardy Oak Boulevard in San Antonio, Texas, United States. They have experienced trust lawyers who are dedicated to helping clients understand their legal rights and responsibilities. These lawyers will explain the details of your case, how they can assist you, and the potential costs involved in protecting your rights. Trusts are a crucial legal entity used to hold property and assets for the benefit of others, and the trust lawyers at Kazi Law Firm can guide you through the complex planning process. Whether you need help with estate planning, asset protection, or avoiding probate, the trust lawyers at Kazi Law Firm are here to help you secure your family's future and legacy. Trusts offer several benefits, such as protecting assets, reducing estate taxes, and minimizing family disputes. With a well-drafted and funded trust, you can ensure that your assets are distributed efficiently and according to your wishes. Contact a trust attorney at Kazi Law Firm in San Antonio, TX, to start planning for your family's future today.

The Jacob Law Firm, PLLC is a trusted institution located at 5910 Courtyard Drive in Austin, Texas, United States. Specializing in estate planning, business planning, and commercial real estate counsel, we are dedicated to helping our clients grow and protect their legacy. Our experienced attorneys can assist you in setting up your new business, advising on corporate governance matters, and handling mergers and acquisitions with ease and efficiency. When it comes to complex commercial real estate transactions, our expertise can help you navigate through the intricate details and regulations involved. We understand the importance of securing your family's future, which is why we offer comprehensive services in trusts, estates, and probate law. Whether you need assistance in transferring assets, minimizing taxes, or establishing trusts for your loved ones, we are here to guide you every step of the way. Please note that visiting our website does not establish an attorney-client relationship, and we only enter into such agreements through a written engagement or retainer agreement in compliance with all applicable laws and ethical rules.

Winters Law Firm, located at 1000 Heritage Center Circle in Round Rock, Texas, is a trusted institution specializing in legal services. Attorney Gerald Winters has over 20 years of experience in financial management, tax law, and business consulting. He works directly with his clients, providing personal attention and guidance from start to finish. Specializing in Estate Planning, Probate and Estate Administration, Elder Law, Business Consulting, and Tax Planning, Winters Law Firm is dedicated to helping individuals and businesses create customized plans for their future. Gerald Winters uses his diverse education and experience to offer unique insights into estate, business, and tax law.

Beyond Balanced Financial Planning is a premier financial institution located at 223 West Wall Street in Midland, Texas. Specializing in personalized financial planning services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. We provide comprehensive financial analysis, investment strategies, retirement planning, and more to ensure our clients have a secure financial future. With a focus on transparency, integrity, and personalized service, Beyond Balanced Financial Planning is committed to guiding our clients towards financial success.

Jorge Vielledent ChFC, CLU, Synergy Wealth Management is a reputable financial institution located at 550 South Mesa Hills Drive in El Paso, Texas, United States. Specializing in providing comprehensive wealth management services, Jorge Vielledent and his team offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on synergy and collaboration, they strive to create a cohesive financial plan that maximizes wealth and minimizes risk for their clients. Trustworthy and experienced, Jorge Vielledent ChFC, CLU, Synergy Wealth Management is dedicated to helping individuals and families secure their financial future.

Retirement Advisors of the Southwest is a trusted financial institution located at 2150 Trawood Drive in El Paso, Texas. Our team of experienced advisors specialize in helping individuals plan for a secure and comfortable retirement. Whether you are just starting to save for retirement or are looking to maximize your existing investments, our experts are here to provide personalized guidance and support. With a focus on the unique needs and goals of each client, Retirement Advisors of the Southwest is dedicated to helping you achieve financial peace of mind in your golden years.

Pension Planners of West Texas is a leading financial institution located at 5959 Gateway Boulevard West in El Paso, Texas. Specializing in retirement planning and pension management, our experienced team of advisors is dedicated to helping clients achieve their long-term financial goals. Whether you are looking to maximize your retirement savings, minimize tax liabilities, or secure a comfortable future for you and your loved ones, Pension Planners of West Texas is here to provide personalized financial solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Sanchez Financial Consultants, Inc. is a reputable finance institution located at 7109 North Bartlett Avenue in Laredo, Texas, United States. Our team of experienced financial consultants provides expert advice and guidance on a wide range of financial matters, including investment planning, retirement planning, tax strategies, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and start building a solid financial plan tailored to your needs.

EverSource Wealth Advisors Ft. Worth is a reputable finance institution located at 4500 Mercantile Plaza Drive in Fort Worth, Texas, United States. Specializing in wealth management and financial planning services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, EverSource Wealth Advisors Ft. Worth is committed to providing top-notch financial guidance to individuals and families in the Fort Worth area.

Cowtown Financial Planning is a leading finance institution located at 300 College Avenue in Fort Worth, Texas. Our team of experienced financial planners are dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, purchase a home, or plan for your children's education, our experts are here to provide guidance and support every step of the way. Trust Cowtown Financial Planning to help you secure a stable financial future.

Del Rio Financial is a reputable accounting and finance institution located at 4005 Rufe Snow Drive in North Richland Hills, Texas. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Del Rio Financial to handle all of your accounting and finance needs with precision and expertise. Contact us today to schedule a consultation.

Feeken Financial Services is a premier finance institution located at 1452 Hughes Road in Grapevine, Texas, United States. With a strong reputation for providing top-notch financial services, we specialize in helping individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your finances, Feeken Financial Services is here to help you every step of the way. Trust us to guide you towards a secure financial future.

Clearfork Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 2800 Shoreline Drive in Denton, Texas, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping you achieve your financial goals. During the initial consultation, we provide an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. Please note that Ameriprise Financial cannot guarantee future financial results. We adhere to strict corporate entities and important disclosures, as well as website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we are dedicated to helping your friends and family members achieve their financial goals. Referrals are appreciated, and we will reach out to them promptly. Thank you for considering Clearfork Wealth Management - Ameriprise Financial Services, LLC for your financial needs.

Merrill Lynch Financial Advisor Wade D Jewett is a reputable finance institution located at 301 Commerce Street in Fort Worth, Texas, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and experience of Wade D Jewett to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Wade D Jewett is dedicated to helping you achieve your financial goals.

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.

Trajan Wealth is a reputable financial institution located at 550 Reserve Street in Southlake, Texas, United States. Specializing in providing expert financial planning and investment services, Trajan Wealth is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced financial advisors and lawyers, Trajan Wealth offers personalized solutions tailored to each client's unique needs and objectives. Trust Trajan Wealth to guide you towards financial success and peace of mind.

Avantax Wealth Management is a leading financial institution located at 3200 Olympus Boulevard in Coppell, Texas, United States. Specializing in finance, Avantax Wealth Management offers a wide range of services to help clients manage and grow their wealth. With a team of experienced professionals, they provide personalized financial planning and investment strategies tailored to each client's unique goals and objectives. Whether you are looking to plan for retirement, save for your children's education, or grow your investment portfolio, Avantax Wealth Management is dedicated to helping you achieve financial success.

Secure Financial Management is a reputable finance institution located at 4630 De Zavala Road in San Antonio, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, ensuring their assets are managed securely and efficiently. Whether you need assistance with investment strategies, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Trust Secure Financial Management for all your financial needs.

Kelm Financial Services Inc. is a Certified, Independent Fiduciary located at 2139 Northwest Military Highway in San Antonio, Texas. Since 1987, Chris and his team have been helping clients improve their financial outcomes by minimizing taxes, maximizing assets, and reducing expenses, taxation, and risk. Specializing in tax bracket planning and other financial strategies, Kelm Financial Services is dedicated to helping clients protect and grow their hard-earned assets. With a focus on integrity and transparency, clients can trust that Kelm Financial Services will always have their best interests in mind.

Texas Financial Advisory is a leading institution offering expert accounting, finance, and legal services to clients in San Antonio, Texas. Located at 20650 Stone Oak Parkway, our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, investment management, or legal advice, Texas Financial Advisory is here to assist you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Avior Wealth Management, LLC is a finance institution located at 70 Northeast Interstate 410 Loop, San Antonio, Texas, United States. At Avior, we help individuals pursue their most purposeful life by clearly defining the reasons for their wealth. Our knowledgeable wealth management team works with Texas residents to create personalized financial plans that align with their long-term goals. By giving our clients' wealth more purpose, we help them prepare for the future and support their loved ones. Our wealth managers use Avior's Navigator process to design personalized plans that leverage all retirement assets, control risk, and grow wealth in a way that aligns with clients' desired lifestyles. We also help business owners and individuals enhance tax efficiencies, improve financial momentum, and navigate estate planning.