Gift tax planning in Texas

Edward Jones - Financial Advisor: Shelby Lewis is a trusted financial institution located at 1001 College Avenue in Levelland, Texas. As a dedicated financial advisor, Shelby Lewis provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to excellent customer service and a deep understanding of the financial market, Edward Jones - Financial Advisor: Shelby Lewis is the go-to institution for all your finance needs in the Levelland area. Contact Shelby Lewis today to start planning for a secure financial future.

Leonardo Chang is a financial advisor at Ameriprise Financial Services, LLC located at 3008 North McColl Road in McAllen, Texas. With a focus on providing personalized financial planning and investment strategies, Leonardo is dedicated to helping clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus" which can be reviewed to determine the best approach for your specific needs. By exploring their backgrounds, credentials, and experience, clients can feel confident in choosing Leonardo as their trusted advisor. To get started, simply fill out the "Request consultation" form to connect with Leonardo for a complimentary initial consultation. Take the first step towards securing your financial future with Leonardo Chang at Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Gary Datta is a trusted finance institution located at 560 North Kimball Avenue in Southlake, Texas. Gary Datta is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Gary Datta is committed to providing top-notch financial guidance and support to individuals and families in the Southlake area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Gary Datta and his team are here to help you every step of the way.

Edward Jones - Financial Advisor: Ethan P Harter is a trusted financial institution located at 1250 East Copeland Road in Arlington, Texas. As a dedicated financial advisor, Ethan P Harter provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ethan P Harter is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Jason R Edwards, CFP® is a reputable finance institution located at 7800 Dallas Parkway in Plano, Texas, United States. Specializing in providing personalized financial planning and investment services, Jason R Edwards, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, this institution strives to provide top-notch financial services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jason R Edwards, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Reliance Retirement Services is a finance institution dedicated to helping individuals plan for a secure and comfortable retirement. Located at 507 East Blanco Road in Boerne, Texas, United States, our team of experienced financial advisors offers personalized retirement planning services to clients of all ages and income levels. Whether you are just starting to save for retirement or are nearing the end of your career, we can help you create a customized financial strategy to achieve your retirement goals. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

Teresa Ann Bernhard is a Financial Advisor at Ameriprise Financial Services, LLC located at 10001 Reunion Place, San Antonio, Texas, United States. Teresa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Teresa's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, insurance products, or any other financial needs, Teresa Ann Bernhard is dedicated to helping you achieve your financial goals.

Bank of America Private Client Advisor Dean A Lammert is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. They take the time to listen and understand each client's needs and goals before creating personalized strategies to meet those objectives. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. They prioritize the goals of their clients, whether it be preserving and sharing wealth, building philanthropic legacies, or planning for future growth. The institution values innovation and continually adapts to evolving markets and financial landscapes. They provide disciplined financial strategies and aim to bridge generations to ensure long-term success for their clients. Please note that by visiting their website, you may be directed to FINRA's BrokerCheck. Bank of America Private Bank does not provide legal, tax, or accounting advice, and it is recommended to consult with your own advisors before making any financial decisions.

Intentional Legacy FP is a finance institution located at 123 North Seguin Avenue in New Braunfels, Texas, United States. Our mission is to help our clients create a lasting financial legacy through intentional planning and strategic investment strategies. Our team of experienced financial professionals is dedicated to providing personalized guidance and support to help you achieve your financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Intentional Legacy FP is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards building a secure financial future for yourself and your family.

Steven Kalmus is a Financial Advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway, Houston, Texas, United States. He holds various certifications such as 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Steven specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding a code of ethics and staying up to date with the latest investment strategies and asset management techniques. With his expertise and commitment to excellence, Steven Kalmus is a trusted advisor for all your financial needs.

Carine Smith - TIAA Wealth Management Advisor is a leading financial institution located in Houston, Texas. Our team of expert advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your child's education, or investing for the future, we provide personalized wealth management solutions tailored to your individual needs. Visit us at 6400 Fannin Street to learn more about how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Fredrick N Nwosu is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At TSPN, we believe in building lasting wealth through straightforward guidance and prudent choices. Our team of experienced professionals avoids risky investments and complex strategies, focusing instead on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, we serve a select group of individuals, including CEOs, entrepreneurs, and executives. We aim to simplify the complexities of our clients' financial lives by providing tailored investment strategies and portfolio management. Our team is supported by the global resources of Merrill Lynch and is committed to building strong client relationships based on trust and personalized service. Meet our dedicated team, including Financial Advisor JJ, who works to educate and assist clients in reaching their financial goals. Lending services are provided through Bank of America, N.A. We also have Sylvia, a dedicated advisor who helps families and business executives prepare for their financial future. Sylvia's mission is to create long-lasting client relationships built on trust and understanding. Our Registered Wealth Management Client Associate, Elena "Kate" Walker, is a world traveler and fluent in Spanish, providing support to both domestic and international clients. Join us at Merrill Lynch Financial Advisor Fredrick N Nwosu to start your journey towards financial success.

Edward Jones - Financial Advisor: Debbie Sallee, CFP®|ADPA™ is a reputable finance institution located at 6611 River Place Boulevard in Austin, Texas, United States. Debbie Sallee, a Certified Financial Planner (CFP®) and Accredited Domestic Partnership Advisor (ADPA™), offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investing. Contact Debbie Sallee today to start building a secure financial future.

JB Consulting Tax LLC is a leading finance institution located on Currency Drive in Fort Worth, Texas. Our team of experienced professionals specializes in providing expert tax consulting services to individuals and businesses. With a focus on maximizing savings and minimizing liabilities, we strive to help our clients navigate the complex world of taxation with ease. Trust JB Consulting Tax LLC to handle all of your financial needs with professionalism and efficiency.

Richard C. Cochran CPA is a reputable accounting and finance institution located at 2700 Post Oak Boulevard in Houston, Texas, United States. With a team of experienced and skilled Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Richard C. Cochran CPA for accurate and reliable financial advice and services to help them achieve their financial goals.

The New Boston School District is a public educational institution located at 201 Rice Street in New Boston, Texas, United States. Our district is committed to providing a quality education to students from kindergarten through 12th grade. We offer a wide range of academic programs, extracurricular activities, and support services to help students succeed in their educational journey. Our dedicated faculty and staff are passionate about helping students reach their full potential and prepare them for future success. Join us at the New Boston School District and become part of a community that values education and excellence.

Edward Jones - Financial Advisor: Melford D Pierce, ABFP™|AAMS™ is a reputable finance institution located at 4115 North Kings Highway, Texarkana, Texas, United States. As a certified financial advisor with designations in both ABFP™ and AAMS™, Melford D Pierce offers expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Texarkana area. Visit us today to start planning for a secure financial future.

Floyd Capital Management is a reputable finance institution located at 6004 Summerfield Drive in Texarkana, Texas, United States. With a strong track record of success in managing investments and providing financial advice, Floyd Capital Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring that their investments are well-managed and positioned for long-term growth. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Floyd Capital Management is committed to delivering exceptional results and superior service.