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TOP 30 Estate tax planning in Austin, TX
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Strategic Capital - Wealth Management Austin
Strategic Capital - Wealth Management Austin is a premier financial institution located at 2700 Vía Fortuna in Austin, Texas. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on strategic capital management, we offer a comprehensive range of services to help clients grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Strategic Capital - Wealth Management Austin is dedicated to helping you secure a prosperous financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Avidian Wealth Solutions - Austin
Avidian Wealth Solutions in Austin, Texas, is a trusted fiduciary financial advisory firm catering to executives, entrepreneurs, and families. Located at 4210 Spicewood Springs Road, Avidian offers personalized wealth management services, including retirement planning, estate planning, and investment strategies tailored to each client's unique needs. With a team of Certified Financial Planners™, investment specialists, and estate planning experts, Avidian's boutique family office environment provides a comprehensive approach to financial planning. The firm's proactive and personalized approach to wealth management ensures that clients receive the attention and support they need to achieve their financial goals. Schedule a meeting with Avidian's team of experienced professionals to put your portfolio to the test and take control of your financial future.
Capasso Planning Partners
Capasso Planning Partners is a leading financial institution located at 9600 Great Hills Trail in Austin, Texas. Our team of expert financial planners is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Capasso Planning Partners is committed to providing the highest level of service and expertise to our clients. Contact us today to learn more about how we can help you plan for a secure financial future.
Austin First Financial
Austin First Financial is a finance institution located at 1502 West Avenue in Austin, Texas, United States. Founded in 1997 by President Scott Campbell, the institution is dedicated to helping clients achieve their retirement goals through personalized financial planning. The team of qualified professionals at Austin First Financial offers a customized process to meet each client's unique financial goals, focusing on taxes, income, retirement, health, and estate planning. With a commitment to serving the Austin community, Austin First Financial provides top-notch client communication and evidence-based investment principles to help clients navigate the complexities of retirement planning. The institution also offers educational resources and white papers on various retirement planning topics. Insurance products are offered through Austin First Financial's insurance business, while investment advisory services are provided through AE Wealth Management, LLC. The institution's dedication to client success has earned it recognition, including the "Best Of" award from the Austin American Statesman and the Five Star Wealth Manager award. Contact Austin First Financial to start your financial journey towards a secure retirement.
Austin Asset
Austin Asset is a premier financial institution located at 7200 North Mopac Expressway in Austin, Texas. As a trusted provider of asset management and wealth management services, we prioritize the needs of our clients above all else. Our experienced team of financial advisors is dedicated to helping you navigate complex financial decisions, from employee benefits and estate planning to tax withholding and mortgage negotiations. With over 30 years of experience, we are deeply rooted in the Austin community and committed to delivering sustainable investment solutions tailored to your individual goals. Whether you are preparing for retirement, selling a business, or planning for higher education expenses, we offer thoughtful and thorough planning to guide you through life's important milestones. Our personalized approach extends to charitable giving and lifestyle management services, ensuring that you are able to support the causes you care about while focusing on what matters most to you. Trust Austin Asset to provide clarity, purpose, and lasting success for your financial future.
AA CPA Tax Strategies LLC
AA CPA Tax Strategies LLC is a leading accounting and finance institution located at 3301 Northland Drive in Austin, Texas. Our team of experienced certified public accountants specializes in providing strategic tax planning and advisory services to individuals and businesses. With our expertise and personalized approach, we help our clients navigate complex tax laws and optimize their financial goals. Trust AA CPA Tax Strategies LLC to provide professional and reliable tax solutions tailored to your specific needs.
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.
Edward Jones - Financial Advisor: Austin Sturrock, AAMS™|CRPS™
Edward Jones - Financial Advisor Austin Sturrock, AAMS™|CRPS™ is a finance institution located at 4810 West Panther Creek Drive in The Woodlands, Texas, United States. As a trusted financial advisor, Austin Sturrock is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. With a focus on Asset Allocation Management Specialist (AAMS) and Chartered Retirement Plans Specialist (CRPS) designations, Austin Sturrock is committed to providing comprehensive financial solutions tailored to each client's unique needs. Visit Edward Jones - Financial Advisor Austin Sturrock, AAMS™|CRPS™ for professional financial guidance and investment services.
Absolute Financial Planning
Absolute Financial Planning is a leading finance institution located at 1015 Beecave Woods Drive in Austin, Texas. Our team of experienced financial advisors are dedicated to providing personalized financial planning services to help clients achieve their goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to help you every step of the way. Trust Absolute Financial Planning to provide you with the guidance and expertise you need to make informed financial decisions.
RBC Wealth Management Branch - Austin
RBC Wealth Management Branch in Austin is a leading financial institution located at 300 West 6th Street in the vibrant city of Austin, Texas. As a premier provider of wealth management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a wide range of investment options and personalized financial planning strategies, we strive to provide top-notch service and guidance to our clients. Visit us at our Austin branch to learn more about how we can help you navigate the complexities of wealth management and investment planning.
Jim S. Summers, Tax|Law|Real Estate
Jim S. Summers, Tax|Law|Real Estate is a reputable institution located at 901 South MoPac Expressway in Austin, Texas, United States. Specializing in tax, law, and real estate matters, our experienced team is dedicated to providing top-notch services to our clients. Whether you need assistance with tax planning, legal advice, or real estate transactions, we are here to help. Trust in Jim S. Summers, Tax|Law|Real Estate for all your professional needs.
Holistic Planning
Holistic Planning is a finance institution located at 777 East Austin Street in Nacogdoches, Texas, United States. At Holistic Planning, we offer sound fiduciary advice without any commissions. Our team of fiduciary advisors works closely with our CPAs to bring all aspects of your financial life together under one roof. Unlike other financial institutions, we do not have any proprietary products to sell. Our competitive advantage lies in our dedicated team of professionals who partner with you for life to continually refine and optimize your financial strategy. When you partner with Holistic Planning, you have access to our entire team who collaborates to deliver holistic advice in a way you never thought possible.
The Law Offices of Garcia and Ramirez, P.C.
The Law Offices of Garcia and Ramirez, P.C. is a renowned legal institution located at 2110 Boca Raton Drive in Austin, Texas, United States. Specializing in immigration law, the expert team at Garcia & Ramirez is dedicated to providing top-notch legal assistance to clients seeking help with their immigration cases. Led by attorneys Oscar Garcia and Steven Ramirez, along with their professional team of paralegals and assistants, the firm offers personalized and efficient services to ensure positive outcomes for their clients. Whether you are looking to obtain a visa, residency, or citizenship in the U.S., Garcia & Ramirez is committed to guiding you through every step of the process with compassion and expertise. With a focus on direct communication, transparency, and advocacy, the firm prides itself on delivering exceptional legal representation to individuals from all communities. Contact the Law Offices of Garcia & Ramirez today for reliable and trustworthy assistance with your immigration needs.
MAR Financial Group
MAR Financial Group, located at 1534 West Contour Drive in San Antonio, Texas, is a top-rated insurance agency specializing in health and employee benefits. With over a decade of experience, MAR Insurance Group has been recognized as a leader in providing competitive insurance packages for small businesses in Texas. Their personalized service and top-notch education make them a trusted resource for businesses in Cotulla, Seguin, Austin, Boerne, Houston, and beyond. MAR Insurance Group offers a wide range of insurance solutions to protect businesses, employees, and personal assets.
Burns Anderson Jury & Brenner
Burns Anderson Jury & Brenner is a prestigious law firm located at 4807 Spicewood Springs Road in Austin, Texas. With a team of experienced attorneys, they provide top-notch legal services to clients in various practice areas including business law, real estate law, and estate planning. Their dedication to excellence and commitment to client satisfaction sets them apart as a leading law firm in the Austin area. Whether you are in need of legal advice or representation, Burns Anderson Jury & Brenner is the trusted choice for all your legal needs.
Oxford Wise Finance
Oxford Wise Finance is a prestigious financial institution located at 703 Lavaca Street in Austin, Texas. With a focus on providing expert financial advice and services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, our experienced advisors are here to help. Trust Oxford Wise Finance to provide you with the knowledge and support you need to secure your financial future.
Albert Uresti Law Firm, PLLC
Albert Uresti Law Firm, PLLC is a reputable legal institution located at 114 West Vestal Place in San Antonio, Texas, United States. Founded by Albert Uresti, a native of San Antonio, the firm specializes in providing expert legal services in various areas of law. Albert Uresti is a highly educated professional with a background in finance and marketing, having obtained his undergraduate degree from the University of Texas at Austin and his MBA from the University of Wisconsin – Madison. He later pursued his passion for law, earning his degree from St. Mary’s University School of Law in 2011. With years of experience and a dedication to serving his clients, Albert Uresti Law Firm, PLLC is committed to providing top-notch legal representation and guidance.
GROOM LAW FIRM, P.C.
Groom Law Firm, P.C. is a prestigious institution specializing in accounting, finance, and legal services. Located at 2806 Flintrock Trace in Austin, Texas, United States, the firm is known for its expertise in handling complex financial and legal matters for individuals and businesses. With a team of experienced lawyers and financial professionals, Groom Law Firm, P.C. provides top-notch legal representation and financial advice to clients, ensuring their interests are protected and their goals are achieved. Whether you need assistance with tax planning, estate planning, or business transactions, Groom Law Firm, P.C. is dedicated to providing personalized and effective solutions to meet your needs.
Nickerson Law Group
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.
StoneMyers Law PLLC
StoneMyers Law PLLC is a trusted legal institution located at 3309 West Slaughter Lane in Austin, Texas, United States. As experienced lawyers, we specialize in estate planning, probate, and business consulting services. Planning for the future can be overwhelming, but our team has developed a unique approach to help you create a secure plan for you and your loved ones. We believe in writing your story by carefully selecting individuals for each role and composing an estate plan that ties it all together.
Slav Law, PC
Slav Law, PC is a reputable law firm located in Austin, Texas. Our dedicated team of experienced attorneys specializes in various areas of law, including family law, estate planning, and business law. We are committed to providing our clients with personalized and effective legal solutions to help them navigate through complex legal matters. Whether you are facing a divorce, need help creating a will, or require legal advice for your business, Slav Law, PC is here to assist you. Contact us today to schedule a consultation at our office located at 6034 West Courtyard Drive, Austin, Texas.
Bush Rudnicki Shelton, P.C.
Bush Rudnicki Shelton, P.C. is a prominent law firm located in Austin, Texas. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients. Our practice areas include business law, real estate law, estate planning, and more. We are committed to providing personalized attention and tailored solutions to meet the unique needs of each client. Whether you are a business owner, individual, or family, you can trust Bush Rudnicki Shelton, P.C. to provide expert legal representation. Visit us at 2508 Ashley Worth Boulevard to discuss your legal needs with our team.
Blazier, Christensen, Browder & Virr, P.C.
Blazier, Christensen, Browder & Virr, P.C. is a prominent accounting, finance, and legal institution located at 901 South MoPac Expressway in Austin, Texas, United States. With a team of experienced professionals, they offer a wide range of services including tax planning, financial advisory, and legal counsel. Clients can trust in their expertise and dedication to providing top-notch solutions for their accounting, finance, and legal needs.
Gergen, Hale & Campbell (GHC) Law Firm
Gergen, Hale & Campbell (GHC) Law Firm is a renowned institution located at 1206 Nueces Street, Austin, Texas, United States. Specializing in criminal defense, the firm is dedicated to upholding the constitutional rights of its clients and fighting for their futures. With a team of highly experienced attorneys, GHC Law Firm offers expertise, professional knowledge, legal insight, and persistence to help clients navigate the Texas legal system. Testimonials from satisfied clients speak to the firm's dedication and success in defending against a variety of criminal charges. Whether facing drug possession, assault, robbery, murder, Title IX lawsuits, weapons charges, parole issues, juvenile cases, sex crimes, or protective order violations, GHC Law Firm is committed to providing aggressive defense and protecting clients' rights. With a focus on honest and transparent communication, the firm works tirelessly to ensure the best possible outcome for each client. Trust GHC Law Firm to provide expert legal representation in any criminal defense case in Austin, Texas.
Diggs & Sadler
Diggs & Sadler is a prestigious boutique family law firm located in Houston, Texas, with a branch office at 9600 North Mopac Expressway, Austin, Texas. Specializing in divorce, custody, probate, employment law, and litigation, our experienced attorneys are dedicated to providing excellent representation both in and out of the courtroom. With a tradition of excellence and over 125 years of combined experience, our team takes a collaborative approach to each case, ensuring that clients receive the best possible outcome. We understand the complexities and emotional toll of family law matters, and we are committed to protecting your rights and achieving a satisfactory resolution.
Levinson Law Firm
Levinson Law Firm is a highly respected legal institution located in Austin, Texas. Specializing in various areas of law, including personal injury, family law, and criminal defense, their team of experienced attorneys are dedicated to providing top-notch legal representation to their clients. Situated at 4810 Spicewood Springs Road, Levinson Law Firm is conveniently located for residents of Austin and surrounding areas. With a reputation for excellence and a commitment to achieving the best possible outcomes for their clients, Levinson Law Firm is a trusted choice for all legal needs.
The Jacob Law Firm, PLLC
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.
The Garrett Law Firm, PLLC
The Garrett Law Firm, PLLC is a legal institution located in Austin, Texas, specializing in Estate Planning, Probate, Elder Law, Wills and Trusts, Guardianship, Special Needs Planning, and more. With a focus on long-term care planning and protecting assets, the firm offers flexible, tax-efficient strategies to help clients secure their future and qualify for government benefits. Led by certified Elder Law Attorney Terry L. Garrett, the firm provides practical, low-cost solutions for individuals and families throughout Central Texas. Whether you need assistance with estate planning, probate, guardianship, special needs trusts, or other legal matters, the Garrett Law Firm is dedicated to providing expert guidance and support. With a highly qualified and multilingual staff, including knowledgeable attorneys Melanie Ibarra-Herrera and Holly Attick, the firm is committed to helping clients navigate complex legal issues with compassion and professionalism. Clients praise Terry Garrett for her responsiveness, knowledge, and dedication to helping families in need. With a focus on securing the well-being of clients and their loved ones, the Garrett Law Firm is a trusted resource for those seeking expert legal guidance in Central Texas.
Hinton Law Firm
Hinton Law Firm is a reputable legal institution located at 9600 Great Hills Trail in Austin, Texas. Specializing in providing expert legal services, the firm is known for their dedication to achieving favorable outcomes for their clients. With a team of experienced lawyers, Hinton Law Firm offers comprehensive legal support in various areas of law including family law, real estate law, and business law. Clients can trust in the professionalism and expertise of the lawyers at Hinton Law Firm to guide them through their legal matters with integrity and skill. Contact Hinton Law Firm today for reliable legal representation in Austin, Texas.
Wiewel Law Firm
Texas Trust Law, formerly known as The Wiewel Law Firm, is a premier estate planning law firm located in Georgetown, Texas. Led by Board Certified attorney Brad Wiewel, our firm specializes in wills, probate, estate planning, asset protection, and special needs planning. With years of experience and a passion for helping our clients, we provide a range of services including trust creation, business planning, and retirement exit strategies. Our goal is to provide peace of mind to our clients by ensuring their assets are protected and their loved ones are provided for in times of need. Through our offices in Austin, Georgetown, Horseshoe Bay, Wimberley, and San Antonio, we serve clients across Texas, including Westlake, Lakeway, Round Rock, and more. Contact us today to learn more about our unique LifePlanning Legal Services™ and how we can help you secure your legacy for the future.
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