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TOP 30 Inheritance planning in Texas
27 results found
Search for local businesses, places and services near you
New Heights Planning
New Heights Planning is a premier financial institution located in the vibrant city of Houston, Texas. Situated at 540 Heights Boulevard, our experienced team of financial experts is dedicated to helping clients reach new heights of success through strategic financial planning. Whether you are looking to invest for the future, plan for retirement, or secure your financial legacy, our personalized approach and comprehensive services are designed to meet your unique needs. Trust New Heights Planning to guide you towards a secure and prosperous financial future.
Buffer Insurance
Buffer Insurance, located at 550 Reserve Street, Southlake, Texas, is a health insurance agency dedicated to helping organizations attract and retain top talent through competitive plan offerings. They provide a range of insurance options including dental, vision, life, critical illness, and more to protect employees and their families. In addition, Buffer Insurance offers extensive resources to ensure compliance and help businesses make a positive impact on their employees. The institution also assists in creating easy-to-update Employee Handbooks to communicate company policies and procedures effectively. They provide tools for employees to save and prepare for their futures, and stay updated on legislative and market changes in the insurance industry. With a tailored benefits strategy, businesses can easily attract talent and implement the best insurance plans.
Legacy
Legacy is a renowned institution located at 11300 Roszell Street in San Antonio, Texas. With a commitment to excellence in education and community service, Legacy provides a nurturing environment for students to thrive and succeed. The institution offers a wide range of academic programs and extracurricular activities to help students reach their full potential. With a dedicated faculty and staff, Legacy ensures that each student receives personalized attention and support to achieve their goals. Whether you are looking for a quality education or a place to make a positive impact in the community, Legacy is the perfect institution for you.
Legacy Protection Insurance
Legacy Protection Insurance is a reputable insurance agency located at 1208 South Farm to Market 51 in Decatur, Texas, United States. We specialize in providing a wide range of insurance solutions to protect your legacy and ensure peace of mind for you and your loved ones. Our experienced agents are dedicated to helping you find the right coverage tailored to your specific needs. Whether you are looking for life insurance, home insurance, auto insurance, or any other type of insurance, we are here to assist you every step of the way. Trust Legacy Protection Insurance to safeguard your future and provide you with the security you deserve.
The Mendel Law Firm, L.P.
The Mendel Law Firm, L.P. is a reputable law firm located at 1155 Dairy Ashford Road in Houston, Texas, United States. Specializing in various legal services, their team of experienced lawyers provides expert guidance and representation in a wide range of legal matters. Whether you are in need of assistance with personal injury, family law, estate planning, or business law, The Mendel Law Firm is dedicated to helping clients navigate the complexities of the legal system with integrity and professionalism. Contact them today for reliable legal counsel tailored to your specific needs.
Everything Probate
Everything Probate is a specialized law firm located at 4545 Bissonnet Street in Bellaire, Texas. Our team of experienced lawyers is dedicated to guiding individuals through the complex process of probate, ensuring that their loved ones' estates are handled with care and efficiency. Whether you need assistance with estate planning, wills, trusts, or inheritance disputes, Everything Probate is here to provide expert legal advice and support. Trust us to navigate the legal intricacies of probate law and help you achieve peace of mind during difficult times.
Penning Law PLLC
Penning Law PLLC is a law firm located at 12410 Dutch Harbor Lane in Humble, Texas, dedicated to providing affordable legal services in the areas of Family Law, Estate Planning, and Probate. Serving clients in Humble, Atascocita, Kingwood, and greater Houston, Penning Law focuses on helping families navigate through real-life events that impact their lives. Family Law is a complex area of law that deals with issues such as divorce, child support, paternity, and parent-child relationship suits. The firm's experienced attorneys can assist with all aspects of family law, providing guidance and representation throughout the legal process.
Heritage Law
Heritage Law, located at 1625 Williams Drive in Georgetown, Texas, is a reputable law firm specializing in heritage and estate planning. Our experienced lawyers provide comprehensive legal services to protect and preserve your family's legacy for future generations. Whether you need assistance with drafting a will, establishing a trust, or navigating probate proceedings, our team is dedicated to providing personalized guidance and support every step of the way. Trust Heritage Law to help you secure your family's heritage and ensure your wishes are carried out according to your wishes.
Robbins Estate Law
Robbins Estate Law, located at 1000 Heritage Center Circle in Round Rock, Texas, offers top-notch Estate Planning and Probate services to clients in the area. Our team is certified to assist clients throughout the state of Texas, providing expertise in wills, trusts, powers of attorney, and more. Whether you need help with probate, estate administration, asset protection planning, or business succession planning, our expert attorneys are here to guide you through the legal processes. Contact us today to see how we can help you protect your assets and ensure your loved ones are taken care of in the future.
Madhuri Vusirikala, M.D.
Madhuri Vusirikala, M.D. is a doctor specializing in blood disorders located at 2201 Inwood Road in Dallas, Texas, United States. The institution provides world-class care for children and adults with anemia, von Willebrand disease, hemophilia, sickle cell disease, and other blood disorders. The multidisciplinary team of specialists offers the latest diagnostic tools and treatments, as well as participates in clinical research to advance care for blood disorders. Patients can schedule a new patient appointment by calling 214-645-8300. The team at UT Southwestern Medical Center works together to diagnose and treat a wide range of blood disorders, both inherited and acquired. Symptoms vary depending on the type of blood disorder and can include anemia, clotting disorders, and blood cell abnormalities. The doctors at UT Southwestern use a variety of tests, including complete blood counts and specific blood tests, to diagnose and treat blood disorders. Treatment plans are tailored to each patient's individual needs and may include medication, therapy, and lifestyle changes. The institution also offers opportunities to participate in blood disorders research studies.UT Southwestern is a top academic medical center with a legacy of innovation in patient care and scientific discovery.
Silberman Law Firm, PLLC
Silberman Law Firm, PLLC is a reputable law firm located at 5050 Quorum Drive, Dallas, Texas, United States. Specializing in various legal matters, the firm offers expert services in areas such as recording conversations, real estate transactions, inheritance issues, and more. With additional offices in Houston, Fort Worth, Austin, San Antonio, Corpus Christi, and Beaumont, Silberman Law Firm, PLLC is dedicated to providing top-notch legal assistance to clients across Texas. Contact them today for all your legal needs.
Silberman Law Firm, PLLC
Silberman Law Firm, PLLC is a prestigious legal institution located in San Antonio, Texas, with multiple offices throughout the state. Specializing in various areas of law, including real estate transactions, inheritance disputes, and estate planning, the firm provides expert legal advice and representation to clients facing complex legal issues. With a team of experienced attorneys, Silberman Law Firm, PLLC is dedicated to providing top-notch legal services to individuals and businesses in Texas. Contact them at their San Antonio office or one of their many other locations for professional legal assistance.
Merrill Lynch Financial Advisor Daniel Marcus Kim
Merrill Lynch Financial Advisor Daniel Marcus Kim is a finance institution located at 1 Cowboys Way, Frisco, Texas, United States. Daniel Marcus Kim is dedicated to building strong relationships with clients by providing accessible, knowledgeable, and experienced financial advice. Specializing in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or business sales, Daniel Marcus Kim offers access to Bank of America Private Bank trust and estate planning services. Collaborating with clients' outside attorneys, accountants, and other professional advisors, he coordinates financial and legacy plans to help clients achieve their goals. At Merrill Lynch Wealth Management, Daniel Marcus Kim focuses on personalized financial planning centered around clients' goals and priorities. Through the Merrill Personal Wealth Analysis™ process, he creates customized plans tailored to each client's unique needs. By utilizing the Investment Personality Assessment, Daniel Marcus Kim gains a deeper understanding of clients' investing preferences to develop a financial approach aligned with their values and aspirations.
KMC Wealth Management
KMC Wealth Management is a finance institution located at 5500 UTSA Boulevard in San Antonio, Texas, United States. Our team of investment professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. We understand that all investments come with a level of risk, which is why we work closely with each client to ensure their investments align with their specific objectives. Rest assured that when you work with KMC Wealth Management, your financial information is transmitted securely. Before making any investment decisions, we encourage you to check the background of our investment professionals to ensure that you are working with a trusted and experienced team.
Schumann and Buck Financial Services
Schumann and Buck Financial Services is a reputable finance and insurance agency located at 137 Landa Street in New Braunfels, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Schumann and Buck Financial Services is dedicated to helping you achieve your goals. Visit their office today to learn more about their personalized services and commitment to client satisfaction.
Merrill Lynch Financial Advisor Joshua Griffin
Merrill Lynch Financial Advisor Joshua Griffin, located at 13135 Dairy Ashford Road in Sugar Land, Texas, offers personalized financial services to help clients manage concentrated stock positions and navigate important life events such as retirement, inheritance, and business sales. With access to Bank of America Private Bank and Bank of America for trust and estate planning services, commercial banking, and financing needs, Joshua works closely with clients' estate attorneys, accountants, and other advisors to coordinate their financial and legacy strategies. He is actively involved in the community through organizations such as the Sugar Land Rotary and the Central Fort Bend Chamber of Commerce. By utilizing the Merrill Personal Wealth Analysis™ tool, Joshua helps clients develop personalized financial plans tailored to their goals and priorities. Through ongoing conversations and updates, he ensures that clients' financial approaches evolve to reflect changes in their lives and the market. With a focus on understanding each client's unique needs, Joshua aims to help them achieve their financial goals and navigate market fluctuations with confidence. As a registered financial advisor in multiple states, including Texas, Joshua Griffin is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Open Range Financial Group, LLC
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.
Embark
Embark is a finance institution located at 801 Barton Springs Road in Austin, Texas, United States. Our focus is on optimizing finance, accounting, and technology for our clients, with a unique company culture that supports our elite consultants in transforming how businesses utilize people, processes, and systems. Our practices address specific business challenges, elevating decision-making and bandwidth during times of need. Our teams deliver excellence within their core areas while collaborating to solve broader problems. Meet Emerge, a new company and solution from Embark. We can help you navigate the final SEC climate disclosure rules and guide you on your compliance journey. Learn how to transition from Audit to ERP Pro and become a NetSuite Consultant, and explore factors to consider when considering NetSuite pricing.
Omega Wealth Partners Inc
Omega Wealth Partners Inc, located at 300 Throckmorton Street in Fort Worth, Texas, is a leading finance institution offering wealth management services to high-net-worth individuals, business owners, and families. Our team also provides investment advisory services to fiduciaries of corporate retirement plans, endowments, and foundations of nonprofits. Whether you are looking for wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our experienced advisors are here to assist you. At Omega Wealth Partners Inc, we prioritize delivering an unmatched customer experience tailored to your specific needs and goals.
Edward Jones - Financial Advisor: Ryan Sanders, CEPA®
Edward Jones - Financial Advisor: Ryan Sanders, CEPA® is a reputable finance institution located at 4109 Brown Trail in Colleyville, Texas, United States. Ryan Sanders, a Certified Exit Planning Advisor, offers expert financial advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner for individuals and businesses seeking financial guidance and wealth management services. Whether you are planning for retirement, investing for the future, or preparing to exit your business, Ryan Sanders and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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 Financial Advisor Edward A Walker
Merrill Lynch Financial Advisor Edward A Walker is a trusted institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Specializing in finance, Edward A Walker has been recognized as one of Forbes' "Best-in-State Wealth Advisors" for multiple years. With a focus on exemplary client service, Edward A Walker has experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or the sale of a business. Additionally, Edward A Walker provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking services. Committed to serving the community, Edward A Walker volunteers with local organizations. The institution offers personalized financial planning through the Merrill Personal Wealth Analysis™, tailored to individual goals. Supported by the global resources of Merrill, the team at Edward A Walker's institution is dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding clients' goals and priorities, Edward A Walker helps clients pursue their aspirations and adapt their financial approach as their life changes. By utilizing the Investment Personality Assessment, Edward A Walker can customize financial strategies to align with clients' investing preferences. With a mission to help clients achieve their financial goals and manage investment risk, Edward A Walker works with clients to develop personalized plans. By staying in touch with clients and adjusting their financial approach as needed, Edward A Walker aims to help clients achieve long-term financial success. Whether planning for retirement, education, or wealth transfer, Edward A Walker provides comprehensive financial solutions to help clients navigate the financial landscape. Registered to do business in multiple states, Edward Walker is a Chartered Retirement Planning Counselor™, offering expertise in retirement planning. Investing involves risk, and past performance does not guarantee future results. Merrill Lynch and its advisors do not provide legal, tax, or accounting advice, recommending clients consult with their own legal and financial professionals. With a focus on personalized service and comprehensive financial solutions, Edward A Walker and Merrill Lynch are dedicated to helping clients pursue their financial goals.
Merrill Lynch Financial Advisor Trenton R. Hollas
Merrill Lynch Financial Advisor Trenton R. Hollas, located at 800 Capitol Street in Houston, Texas, offers insights, observations, and ideas to help individuals pursue their financial goals. With experience in managing concentrated stock positions and navigating important life events such as retirement, inheritance, or business sales, Trenton R. Hollas provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he helps coordinate comprehensive financial and legacy plans. As a part of the Merrill Lynch Wealth Management team, Trenton R. Hollas focuses on building personalized financial plans centered on individual goals and priorities. Through in-depth conversations and the Merrill Personal Wealth Analysis™, clients can develop strategies to achieve their financial objectives. By utilizing the Investment Personality Assessment, Trenton R. Hollas gains a better understanding of clients' investing preferences to tailor financial approaches accordingly.
Coastal Bend Financials, LLC
Coastal Bend Financials, LLC is a reputable accounting and finance institution located at 2600 Padre Boulevard in South Padre Island, Texas, United States. With a team of skilled professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Coastal Bend Financials, LLC is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit them today to see how they can assist you with all your accounting and finance needs.
Merrill Lynch Financial Advisor Russell C Smith
Merrill Lynch Financial Advisor Russell C Smith, located at 7675 Folsom Drive, Beaumont, Texas, United States, offers personalized financial services to help clients navigate through life's changes and achieve their financial goals. With access to resources, investment choices, and banking services from Bank of America, Russell C Smith can assist with retirement planning, managing concentrated stock positions, inheritance, and more. The institution's team is dedicated to building strong client relationships based on trust and personalized service, focusing on understanding each client's unique needs and priorities. By developing a personalized financial plan centered on individual goals, Merrill Lynch Wealth Management Advisors help clients stay on track and make informed investment decisions. With a focus on continual communication and updates to reflect changes in clients' lives and goals, Merrill Lynch aims to help clients achieve financial success and live their best financial life.
Texas Probate and Insurance Litigation
Texas Probate and Insurance Litigation, located at 707 West Washington Street in Sherman, Texas, is a law firm specializing in contested estate matters. Unlike traditional estate planning firms, our focus is on representing clients in high-stakes legal battles over inheritances, wills, trusts, deeds, and other estate-related disputes. Estate disputes are complex and require a unique set of skills that go beyond simple estate planning. Our experienced attorneys are probate litigators who are ready to fight to protect your inheritance. Whether the dispute involves the validity of a deed or non-probate assets like life insurance or account designations, we are here to help.
Dell Children's - Medical Genetics Far West
Welcome to Dell Children's - Medical Genetics Far West, located in Austin, TX. Our dedicated team specializes in diagnosing and treating children and adults with inherited metabolic disorders. When your child has a known or suspected genetic condition, our genetic specialists become an integral part of their care team. We begin by taking a comprehensive family and medical history and may recommend genetic testing to provide an informed diagnosis. Our compassionate geneticists take the time to explain your child's condition and suggest potential treatments. At Dell Children’s, we offer genetic testing and counseling for various conditions, ensuring each appointment starts with a meaningful conversation. We encourage you to voice your concerns and ask questions, no matter how big or small. If your child is diagnosed with a genetic condition, we collaborate with you to create a personalized care plan and connect you with the right pediatric specialists at Dell Children’s Medical Center.
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