The 30 Best Legacy estate planning guide in San Antonio, Texas

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.

Christian Financial Advisors is a finance and legal institution located at 138 Old San Antonio Road in Boerne, Texas. Our team of dedicated professionals provides expert financial advice and legal services to individuals and businesses, with a focus on Christian values and principles. Whether you need assistance with investment planning, estate planning, tax preparation, or any other financial or legal matter, our experienced advisors are here to help. Trust Christian Financial Advisors to guide you towards a secure and prosperous financial future.

West & West, Greer & Estorga is a renowned institution located at 2929 Mossrock in San Antonio, Texas, United States. Established in 1938 by Ancil & Ottis West, the institution has a rich history of serving the real estate, business, and civil litigation needs of the greater San Antonio community. The legacy of the West family has been carried on by North O. West for over 50 years, and has now expanded to include Dean Greer, Jessica Estorga, and Matthew Johnson. Together, they form a powerhouse of legal services, dedicated to safeguarding the rights and interests of their clients with unparalleled dedication and skill. With a collective mission to provide outstanding legal services and guide clients through complex legal matters, the team at West & West, Greer & Estorga is committed to delivering justice with integrity and professionalism.

Spahn Law Firm PLLC, located at 1001 Westgate Lane in San Antonio, Texas, is a trusted institution specializing in estate planning and ensuring your loved ones are provided for after you're gone. With nearly 30 years of experience and over 7500 clients served, Matt and his team will guide you through the process and help you create a personalized estate plan that meets your unique needs and wishes. They understand the importance of proper estate planning and strive to educate and empower their clients every step of the way. From answering all your questions to providing detailed explanations of your documents, the Spahn Law Firm ensures that your estate plan is in place and your legacy is protected. Clients have praised their professionalism, precision, and the peace of mind they feel after working with the firm. Whether you're just starting to think about estate planning or need to update your current plan, the Spahn Law Firm is ready to serve you and help you secure your family's future.

Pathway Family Firm is a reputable law firm located at 6815 San Pedro Avenue in San Antonio, Texas. Specializing in family law, this institution offers expert legal services to assist clients with a wide range of family-related legal matters. With a team of experienced and dedicated lawyers, Pathway Family Firm is committed to providing personalized and compassionate representation to help clients navigate through challenging legal issues. Whether you are facing a divorce, child custody dispute, or other family law matter, Pathway Family Firm is dedicated to guiding you through the legal process with integrity and professionalism. Contact them today for a consultation to discuss your legal needs.

Demory Law Office PLLC is a finance and lawyer institution located at 130 Palisades Drive in Universal City, Texas, United States. Specializing in estate planning, new business ventures, and real estate transactions, our team is dedicated to guiding you through the process and setting you up for success. Our estate plans include essential documents such as last will and testament, medical power of attorney, and durable power of attorney. We understand the importance of securing your future and ensuring that your loved ones are taken care of. By incorporating a no-contest clause in your will, you can prevent potential conflicts among family members. Our founder, Samantha Demory, takes the time to understand your individual needs and goals before efficiently drafting thorough and enforceable estate planning documents.

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.

Miller & Tsakopulos Financial Partners is a reputable financial institution located at 10101 Reunion Place in San Antonio, Texas. With a strong focus on providing personalized financial solutions to their clients, the team at Miller & Tsakopulos Financial Partners is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, their experienced professionals are here to guide you every step of the way. Trust Miller & Tsakopulos Financial Partners to provide you with expert financial advice and exceptional service.

CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.

Katrena Shipp - TIAA Wealth Management Advisor is a premier financial institution located at 17806 Interstate 10 in San Antonio, Texas, United States. As a trusted advisor, Katrena Shipp provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and client relationships, Katrena Shipp offers a comprehensive range of financial services including investment management, retirement planning, estate planning, and more. Trust Katrena Shipp - TIAA Wealth Management Advisor to guide you towards a secure financial future.

Heart of Texas Associates is a finance institution located at 15900 La Cantera Parkway, San Antonio, Texas. Committed to providing exceptional financial services rooted in Christian principles, our experienced team helps clients achieve their financial goals and make positive impacts in their communities. Since 1993, we have been dedicated to responsibly managing finances for individuals, families, and businesses. Our personalized financial solutions are tailored to meet your unique needs, guided by a deep understanding of Christian values. Thrivent, our parent company, offers a range of financial advice, investments, insurance, banking, and generosity programs to help you make the most of your resources. By joining Thrivent, you become part of a community that looks out for others and provides tools to live a more meaningful life. With a long heritage of financial strength and stability, Thrivent has helped millions of clients build their financial futures. Our financial advisors do not provide legal, accounting, or tax advice, but can offer guidance through our Financial Planning Framework. Thrivent Financial for Lutherans, our parent company, offers insurance products and investment advisory services through Thrivent Investment Management Inc. Visit Thrivent.com for more information about our financial advisors and services.

Danny Dean - Thrivent is a finance institution located at 15900 La Cantera Parkway in San Antonio, Texas. Our dedicated Heart of Texas team is committed to providing exceptional financial services based on Christian principles. Since our establishment in 1993, we have helped individuals, families, and businesses responsibly manage their finances. Our experienced professionals offer personalized financial solutions tailored to your unique needs, combining expertise in finance with a deep understanding of Christian values to guide you towards financial clarity and stewardship. We believe in using money as a tool, not a goal, and are dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help you make the most of all you've been given. As a member of Thrivent, you become part of a community looking out for others and sharing in the collective ownership of our company. Our comprehensive advice and financial strategies are designed to help you achieve financial clarity and confidence as you work towards your goals and dreams. Join us at Danny Dean - Thrivent and let us help you on your financial journey.

Howard M Skillrud is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8000 Interstate 10 in San Antonio, Texas. With a variety of certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Howard M Skillrud is well-equipped to provide expert financial advice to individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Howard M Skillrud offers comprehensive financial services to help clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, planning for retirement, or managing your investments, Howard M Skillrud has the knowledge and expertise to guide you through the complex world of finance. With a commitment to ethics and professionalism, Howard M Skillrud is dedicated to providing top-notch financial advisory services to clients in the San Antonio area.

Rockefeller Capital Management, located in San Antonio, Texas, is a renowned finance institution that has been serving families, individuals, institutional investors, and corporations for over seven generations. With a commitment to innovation and personalized service, Rockefeller Capital Management offers independent strategic business advice, investment solutions, and wealth management services. The institution's rich history, shaped by the Rockefeller family, guides its principles and growth, ensuring a future of financial success for its clients. The experienced team at Rockefeller Capital Management approaches each challenge with energy, creativity, and care, delivering unique insights and outcomes in the investment community. With a focus on pioneering the future of financial services, Rockefeller Capital Management continues to expand its network of opportunities and provide exceptional service to its clients.

TPB Wealth Advisors is a leading finance institution located at 1900 Northwest Loop 410 in San Antonio, Texas, United States. With a team of experienced financial advisors, TPB Wealth Advisors offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, TPB Wealth Advisors is dedicated to providing personalized solutions tailored to your individual needs. Trust in TPB Wealth Advisors to guide you towards a secure and prosperous financial future.

Greg Bowman - RBC Wealth Management Financial Advisor is a leading financial institution located at 303 Pearl Parkway in San Antonio, Texas. As a trusted advisor, Greg Bowman specializes in providing expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Greg Bowman and his team at RBC Wealth Management strive to deliver exceptional service and results for their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Greg Bowman is dedicated to providing the guidance and expertise you need to succeed.

John Friesen - RBC Wealth Management Branch Director is a reputable finance institution located at 303 Pearl Parkway in San Antonio, Texas, United States. As a branch director, John Friesen oversees the wealth management services provided to clients, ensuring personalized financial strategies and investment solutions. With a focus on building long-term relationships and delivering exceptional service, the institution aims to help individuals and families achieve their financial goals and secure their financial future. Trustworthy, knowledgeable, and dedicated, John Friesen and his team at RBC Wealth Management are committed to guiding clients towards financial success.

Jaime Chavez Financial Planner is a reputable institution located at 21758 Hardy Oak Boulevard in San Antonio, Texas. With a commitment to helping clients achieve their financial goals, our team of experienced professionals provides personalized financial planning services tailored to individual needs. Whether you are looking to invest for the future, plan for retirement, or manage your finances more effectively, Jaime Chavez Financial Planner is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Global Wealth Advisors, located at 500 North Loop 1604 East in San Antonio, Texas, is a finance institution dedicated to helping individuals gain the confidence to pursue their financial dreams. With a team of experienced professionals, we offer custom tailored financial planning solutions to help you navigate your complex financial goals, preferences, and risk tolerance. Our advisors have a combined total of over 100 years of experience, providing expertise at every life stage to help you plan for accumulation, protection, and passing on a legacy to the next generation. We believe in delivering fee-based advice to ensure transparency and avoid surprises with commissions or hidden fees. As your partner in financial planning, we offer a free tax strategy guide to help you get a head start on your goals. Whether you're worried about retirement, protecting your assets, or leaving a legacy, our industry specialists can provide strategies to meet your financial goals.

Kelly Marie Robbins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. Kelly holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. With a focus on providing comprehensive financial planning services, Kelly is dedicated to helping clients make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Kelly's knowledge and experience can help guide you towards financial success. Contact Kelly Marie Robbins today to start planning for your financial future.

The Childress Group at Morgan Stanley is a renowned financial institution located at 7600 Broadway in San Antonio, Texas, United States. With a team of expert financial advisors, they provide a wide range of financial services to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management, The Childress Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.