TOP 10 Estate tax strategies in Texas

Merrill Lynch Financial Advisor Alvin A Murgai, located at 5775 North Sam Houston Parkway West in Houston, Texas, is a distinguished institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from prestigious financial industry publications. The members of The Murgai, Jerding & Rao Wealth Management Group have decades of experience serving accomplished clientele, including top executives in the energy industry, physicians, business owners, and affluent individuals. The team focuses on building strong client relationships based on trust and personalized service, offering tailored financial and retirement strategies that align with tax-minimization and estate planning considerations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works collaboratively with clients to develop approaches designed to address their financial needs. Merrill Lynch Advisors believe in putting clients first, offering a personalized financial approach that reflects individual goals and priorities. By getting to know clients personally and understanding what matters most to them, the team can provide valuable advice to help clients achieve their financial goals. With a focus on continuous communication and updates to reflect changes in clients' lives, Merrill Lynch Advisors are committed to helping clients stay on track towards financial success.

Innovative Premier Financial Services is a leading finance institution located at 13105 Northwest Freeway in Houston, Texas, United States. With a commitment to providing cutting-edge financial solutions, our team of experts offers a wide range of services to meet the diverse needs of our clients. From investment planning and wealth management to retirement and estate planning, we strive to deliver innovative and personalized financial strategies to help our clients achieve their goals. Visit us today to experience the premier financial services that set us apart from the rest.

Financial Synergies Wealth Advisors is a leading finance institution located at 4400 Post Oak Parkway in Houston, Texas, United States. Our team of experienced advisors are dedicated to providing personalized financial solutions that help our clients achieve their wealth management goals. With a focus on building long-term relationships and delivering exceptional service, we offer a wide range of financial services including investment management, retirement planning, estate planning, and tax strategies. Contact us today to learn how we can help you maximize your financial potential and secure your financial future.

Early McClintic McMillan Wealth Services is a premier finance institution located at 4800 Sugar Grove Boulevard in Stafford, Texas, United States. Specializing in wealth management, our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, investing for the future, or looking to build your wealth, our institution is committed to helping you navigate the complexities of the financial world. With a focus on integrity, transparency, and client satisfaction, Early McClintic McMillan Wealth Services is your trusted partner in financial success.

Kingsbury Financial Management Inc is a leading financial institution located at 4800 Sugar Grove Boulevard in Stafford, Texas, United States. Specializing in finance, our experienced team offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated professionals are here to provide personalized solutions tailored to your unique needs. Trust Kingsbury Financial Management Inc to guide you towards a secure financial future.

Neal Wealth Management is a leading finance institution located at 1216 North Velasco Street in Angleton, Texas, United States. We specialize in providing comprehensive wealth management services to individuals and families, helping them achieve their financial goals and secure their financial future. Our team of experienced financial advisors offers personalized investment strategies, retirement planning, estate planning, and more to ensure our clients are well-equipped to navigate the complexities of the financial world. Trust Neal Wealth Management to guide you towards a brighter financial future.

Derrick Dees - Raymond James is a reputable finance institution located at 113 North Velasco Street in Angleton, Texas, United States. Specializing in financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Derrick Dees - Raymond James is dedicated to providing personalized and quality financial advice to individuals and businesses. Visit their office today to learn more about their services and how they can assist you with your financial needs.

Bainbridge Financial Services is a reputable finance institution located at 12510 Cutten Road in Houston, Texas, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Bainbridge Financial Services is committed to helping clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial solutions, including investment management, wealth management, retirement planning, and more. Trust Bainbridge Financial Services to provide expert guidance and personalized strategies to help you secure a stable financial future.

Reverse America Advisors is a leading finance institution located at 5222 Cypress Creek Parkway in Houston, Texas. Our team of expert advisors specializes in reverse mortgage solutions, helping clients navigate the complex world of retirement planning and home equity management. With years of experience and a commitment to personalized service, Reverse America Advisors is dedicated to helping individuals make informed financial decisions that align with their unique goals and aspirations. Contact us today to learn more about how we can help you secure your financial future.

Cortney Corpus - Morgan Stanley is a finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Specializing in financial services, Cortney Corpus - Morgan Stanley offers a range of investment and wealth management solutions to clients in the area. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures.

Merrill Lynch Financial Advisor Michael W Jerding is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. The team, known as The Murgai, Jerding & Rao Wealth Management Group (MJRWM), has served a diverse clientele for decades, including top executives in the energy industry, physicians, business owners, and affluent individuals. They work collaboratively with clients and their other advisors to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. The team focuses on managing clients' assets with a long-term view, using Merrill Lynch Wealth Management models and outside thought leadership. They believe in creating value for client families by reviewing investments, evaluating liabilities, and providing input on Social Security and wealth transfer decisions. The team is dedicated to helping clients pursue their financial goals and aspirations, providing personalized financial approaches tailored to individual needs. Merrill Lynch Financial Advisor Michael W Jerding offers a range of services, including the Merrill Personal Wealth Analysis™ to help clients build and document a personalized financial plan. The team believes in staying connected with clients to discuss changes in their lives and financial goals, ensuring they stay on track to achieve what's most important to them. With a focus on understanding clients' priorities and personality, the team at Merrill Lynch Financial Advisor Michael W Jerding is committed to helping clients achieve their financial goals.

Matthew D Landry is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Bering Drive, Houston, Texas, United States. Matthew D Landry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. Matthew D Landry specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning. Matthew D Landry is dedicated to upholding the highest ethical standards and continuing education in the field of finance to best serve the needs of their clients.

Merrill Lynch Wealth Management, located at 15375 Memorial Drive in Houston, Texas, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to client satisfaction and community outreach, supporting local charities and organizations. Merrill Lynch advisors are dedicated to understanding each client's goals and creating long-term financial strategies to help them achieve their objectives. With access to industry insights and resources, clients can trust Merrill Lynch to prioritize their interests and provide guidance through market fluctuations and life changes. Whether you're a seasoned advisor or looking to start a career in finance, Merrill Lynch offers professional training, mentoring, and technology to support your growth. With a focus on customized investment approaches and wealth management advice, Merrill Lynch is dedicated to helping clients pursue their financial goals. Please note that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. For more information about Merrill Lynch's services and disclosures, speak with your Merrill financial advisor.

Compass Pointe Financial, LLC is a finance institution located at 14811 Saint Marys Lane in Houston, Texas, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, secure a loan, or plan for retirement, we are here to guide you every step of the way. Trust Compass Pointe Financial, LLC to be your partner in financial success.

Merrill Lynch Wealth Management, located at 13135 Dairy Ashford Road in Sugar Land, Texas, offers clients and prospects the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. The financial advisors at this branch have years of combined wealth management knowledge and experience, providing assistance with retirement income planning, guidance on investments, estate planning services, and more. The advisors are committed to client service and satisfaction, striving to understand each client's financial situation and create strategies to meet their long-term objectives. The branch also actively participates in fundraising activities to support the communities in which they operate. With a focus on helping clients reach their financial goals, Merrill Lynch Wealth Management provides individually customized investment approaches and wealth management advice. The institution offers a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and help advisors build their business. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk.

Lake Point Advisory Group Woodlands Office is a finance institution located at 8665 New Trails Drive in The Woodlands, Texas, United States. We offer a range of services including Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Solutions, Trustee Services, Ascend Group, Business Retirement Plans, and Foundation & Endowment management. Please note that all investing involves risk and there is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors, our parent company, is registered with the Securities and Exchange Commission and delivers all investment-related services. We are committed to providing personalized financial solutions to help our clients achieve their financial goals.

John McIntyre - RBC Wealth Management Financial Advisor is a leading financial institution located at 1980 Post Oak Boulevard in Houston, Texas. As a trusted advisor, John McIntyre provides expert financial guidance and personalized wealth management solutions to clients in the United States. With a focus on building long-term relationships and delivering exceptional service, John McIntyre helps individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, John McIntyre - RBC Wealth Management Financial Advisor is dedicated to helping you make informed financial decisions and navigate the complexities of the financial world.

Penney Financial, LLC is a finance institution located at 800 Town and Country Boulevard in Houston, Texas, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Penney Financial, LLC can help you reach your financial objectives.

Venmark Financial is a premier finance institution located at 9950 Westpark Drive in Houston, Texas, United States. We specialize in providing a wide range of financial services to meet the needs of individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Venmark Financial is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Longshore Financial Group is a leading finance institution located at 10497 Town and Country Way in Houston, Texas, United States. With a team of experienced professionals, we provide a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Synergy Wealth Management is a prestigious finance institution located at 950 Echo Lane in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, tax strategies, and estate planning. At Synergy Wealth Management, we strive to provide our clients with comprehensive financial solutions that are tailored to their unique needs and objectives. Trust us to help you build and protect your wealth for a secure financial future.

Open Range Financial Group, LLC is a trusted financial services firm located in Manvel, Texas, serving retired residents and soon-to-be retirees in the greater Houston area. With decades of experience and a commitment to your success, our advisors will help you navigate the complex decisions that come with retirement planning. We offer personalized financial plans tailored to your individual needs, goals, and risk tolerance, ensuring that you can retire with confidence in your long-term financial security. Our comprehensive services include financial goal planning, asset management, insurance planning, tax-smart investment strategies, charitable giving strategies, and estate planning assistance. We believe in tax diversity in retirement planning and will work with you to create a customized plan that minimizes your overall tax burden. By collaborating with estate planning attorneys, we can help maximize your loved ones' inheritance while minimizing taxes.

ThayerOneal is a reputable accounting and finance institution located at 101 Parklane Boulevard in Sugar Land, Texas. With a commitment to excellence and a team of experienced professionals, ThayerOneal offers a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or investment management, ThayerOneal is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit us today and see how ThayerOneal can help you secure a brighter financial future.

Edward Jones - Financial Advisor: David G Faris is a renowned finance institution located at 5615 Kirby Drive in Houston, Texas, United States. With a strong commitment to providing personalized financial services, David G Faris and his team specialize in helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Edward Jones - Financial Advisor: David G Faris is dedicated to providing expert advice and guidance every step of the way. Trustworthy and reliable, this institution is a top choice for individuals seeking comprehensive financial planning services.

Kyle Mays - UBS Financial Services Inc. is a renowned financial institution located at 3 Hughes Landing Boulevard in The Woodlands, Texas, United States. As a leading provider of financial services, our team of experts is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management solutions. With a commitment to excellence and a focus on building long-term relationships, Kyle Mays - UBS Financial Services Inc. is the trusted partner you need for all your financial needs.

Merrill Lynch Financial Advisor James P. (Jim) O'Connor is a trusted finance professional located at 1780 Hughes Landing Boulevard in The Woodlands, Texas, United States. With over 25 years of experience, Jim specializes in helping energy sector executives, field managers, engineers, retirees, physicians, attorneys, business owners, and families in Texas and beyond achieve their financial goals. Known for his blue-collar roots and strong work ethic, Jim takes a personal approach to financial planning, taking into account each client's unique circumstances and aspirations. He offers personalized retirement income strategies, tax-minimization, estate planning, and access to lending services. Jim holds the Chartered Financial Consultant designation and is dedicated to providing clients with the knowledge and best practices needed to navigate the complexities of the financial world. Outside of work, Jim enjoys spending time with clients turned friends, volunteering in the community, and engaging in social activities. He is also actively involved in the Woodlands United Methodist Church and serves as the chairman of the board of the Woodlands Family YMCA. With a focus on building strong client relationships based on trust and personalized service, Jim is committed to helping clients pursue their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Michael C Hempfling, located at 9595 Six Pines Drive in The Woodlands, Texas, offers personalized financial services supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and family dynamics to create a customized financial plan that helps you pursue your financial goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop an approach that addresses your financial needs. As your life and goals evolve, they provide ongoing support to help you stay on track and achieve what matters most to you. Whether you're planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping you reach your goals. Contact Merrill Lynch Financial Advisor Michael C Hempfling to start a conversation about your financial future.

Walther Holdings Inc is a leading accounting and finance institution located in Houston, Texas. Our team of experienced professionals provides a wide range of financial services to individuals and businesses alike. With a strong reputation for reliability and expertise, we strive to help our clients achieve their financial goals and maximize their investments. Visit us at 4606 Cypress Creek Parkway to learn more about how Walther Holdings Inc can assist you with all your accounting and finance needs.

Merrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.

Mercer Advisors Wealth Management is a finance institution located at 5555 San Felipe Street in Houston, Texas. They offer a unique approach to wealth management, focusing not just on building wealth, but also on helping clients enjoy the fruits of their labor. The firm believes in overseeing and connecting all aspects of a client's financial life, including financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. The talented wealth advisors at Mercer Advisors in the Houston area are dedicated to helping clients navigate the complexities of wealth management. From retirement planning to investment management, the advisors at Mercer Advisors have the expertise to help clients achieve their financial goals and improve their quality of life. With a focus on building unified wealth plans and providing proactive tax planning, the advisors at Mercer Advisors are committed to helping clients achieve Economic Freedom™.