Texas estate planning advice in Universal City, Texas

Bert Simmons - State Farm Insurance Agent is a reputable insurance agency located at 9330 Broadway Street in Pearland, Texas. With a background in Economics from Texas Southern University and a history of achievements and awards, including being a National Convention Qualifier and a Life Honor Club member, Bert Simmons is a trusted insurance agent in the community. Whether you are considering leasing or buying a car, planning for estate taxes, or looking for tips on DIY auto maintenance, Bert Simmons can provide expert advice and guidance. For your convenience and security, please refrain from sharing sensitive personal information online. If you require assistance with this website, please call (281) 485-5572. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company and State Farm Life and Accident Assurance Company offer life insurance and annuities. Deposit products are provided by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Remember that investing involves risk, and it is advisable to consult a tax or legal advisor for personalized advice.

District at Greenbriar Apartments is a luxurious real estate agency located at 4100 Greenbriar Drive in Houston, Texas. Nestled between Houston's museum and design districts in Rice Village, our spacious studio, one- and two-bedroom apartments feature premium upgrades such as chef's kitchens, upgraded lighting, and large study spaces. Our community amenities include a Cyber café, fitness center, swimming pool, and a pet-friendly environment with an on-site dog park. Whether you're looking for a cozy studio or a spacious two-bedroom apartment, District at Greenbriar has the perfect sanctuary for you.

American General Life Insurance: Jenny Verkamp is a reputable insurance agency located at 804 Cedar Avenue in Idalou, Texas, United States. Specializing in life insurance, they provide personalized and comprehensive coverage options for individuals and families. With a focus on customer service and expert advice, Jenny Verkamp and her team strive to help clients secure their financial future and protect their loved ones. Whether you are looking for term life, whole life, or universal life insurance, American General Life Insurance is committed to finding the right policy to meet your needs. Contact them today for a consultation and start planning for tomorrow.

Ryan Vaughn, Bankers Life Agent is an insurance agency located at 2211 South Interstate 35 Frontage Road, Austin, Texas, United States. As a Unit Field Trainer and Insurance Sales Representative, Ryan Vaughn and his team offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Ryan Vaughn, Bankers Life Agent is helping clients compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. Some plans even offer premiums as low as $0 per month.

McCleskey, Harriger, Brazill & Graf L.L.P. Law Firm, located at 5010 University Avenue in Lubbock, Texas, has been providing personalized and knowledgeable legal services for over 95 years. Originally founded in Tahoka in 1928 by Hobert Nelson, the firm has grown into a prestigious full-service legal practice serving clients in Texas and New Mexico. While the firm has evolved over the years, their commitment to excellence and client satisfaction remains unchanged. With a team of experienced attorneys, McCleskey offers a wide range of legal services to businesses and individuals. Whether you need assistance with business law, estate planning, real estate transactions, or litigation, the firm is dedicated to providing top-notch legal representation. The firm's history is rich and diverse, with roots in Pennsylvania coal mining country and a strong presence in the Lubbock and San Angelo communities.

Empire Finance of Denton is a reputable financial institution located at 828 West University Drive in Denton, Texas. Specializing in a wide range of financial services, including loans, investments, and financial planning, Empire Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, Empire Finance of Denton is the go-to destination for all your financial needs in the Denton area.

Rattikin & Rattikin is a prestigious law firm located at 1300 South University Drive in Fort Worth, Texas. With a strong reputation for excellence in legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Specializing in a wide range of practice areas, including business law, real estate law, and estate planning, we are committed to delivering personalized solutions tailored to each individual's unique needs. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Rattikin & Rattikin is here to help. Contact us today to schedule a consultation and see how we can assist you with 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.

The Law Office of James & Newberry, located at 659 South Castell Avenue in New Braunfels, Texas, specializes in family law and probate matters. They understand that these legal issues are deeply personal and work to treat everyone involved with care, compassion, and respect. Serving families in Comal County and beyond, their team takes the time to understand each client's personal needs and concerns, guiding them through life's transitions with experience and a personal touch. Their areas of focus in family law include agreements handling separate and community property, protecting all parties when adding a child to the family, following Texas guidelines for the best interest of children, and more. They also assist with probate matters, including drafting valid wills, ensuring a streamlined probate process, and determining asset distribution in the absence of a will.

Hal R. Gordon, Lawyer is a reputable institution located at 3272 Westheimer Road in Houston, Texas. Hal Gordon, a distinguished lawyer, graduated Phi Beta Kappa from the University of Texas in 1975 and obtained his law degree from the same university in 1978. With over 36 years of experience in property tax matters, Mr. Gordon specializes in protesting values on behalf of commercial and industrial property owners. He also represents Plaintiffs and Defendants in delinquent tax lawsuits, filing protests with the Harris County Appraisal District, appearing at informal hearings, and filing property tax lawsuits in District Court. Mr. Gordon works on a contingency fee basis and is known for cooperating with tax agents to ensure the best possible outcome for his clients. Notably, he recently won a lawsuit that will benefit taxpayers across Texas. Mr. Gordon was also recognized as a Top Lawyer in Houston in 2016 by his peers.

The Law Offices Of Ivan Friedman is a well-established law firm located at 1760 Ranch to Market Road 967 in Buda, Texas. Specializing in family law, Ivan Friedman has been board certified by the Texas Board of Legal Specialization since 2015 and has been practicing in Texas since 1993. With offices in various locations including San Marcos, San Antonio, Gonzales, Lockhart, Lubbock, and Seguin, Ivan is dedicated to providing expert legal services to his clients. Originally from Austin, Ivan obtained his law degree from the University of Texas in 1992. A proud Longhorn and Spurs fan, he enjoys outdoor activities in Central and South Texas such as swimming, hiking, biking, and surfing at Port Aransas and South Padre. Ivan and his wife Lesli, whom he met at the Texas Capitol, have three children and are active members of St. Mark’s Episcopal Church in San Marcos.

Turner Ford Gassaway Law Firm is a reputable legal institution located at 205 East University Avenue in Georgetown, Texas, United States. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in need. With a strong commitment to integrity and professionalism, Turner Ford Gassaway Law Firm is dedicated to serving the legal needs of individuals and businesses in the Georgetown area. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, you can trust the knowledgeable attorneys at Turner Ford Gassaway Law Firm to provide you with the quality legal services you deserve.

Crone Law PLLC, located at 923 South Alamo Street in San Antonio, Texas, is led by Bryan Crone, the QB1 of legal representation. Bryan is a seasoned litigation attorney with a passion for business operations, systems design, and strategic planning. Since opening in 2015, Crone Law PLLC has established itself as a trusted firm in the San Antonio to Austin metro area, handling hundreds of family law and civil litigation cases. Bryan's experience includes representing clients in a wide range of legal matters, from family law to civil conspiracy to real estate purchases. He is known for his courtroom expertise but also excels in resolving cases through negotiation and mediation. In addition to his work at Crone Law PLLC, Bryan is a managing partner at Trotter | Crone PLLC, focusing on high-value civil litigation cases for businesses and other plaintiffs.

The Law Office of Erin C. Callahan, PLLC is a boutique law firm located in Houston, Texas, specializing in wills, estate planning, and business law. With a strong focus on personalized service, Erin C. Callahan herself will work closely with you to create a tailored legal solution for your needs. Whether you are planning for the future, navigating the complexities of estate planning, or starting a new business, Erin is dedicated to guiding you every step of the way. As a native Texan and a graduate of Washington University in St. Louis and SMU Dedman School of Law, Erin brings a wealth of knowledge and expertise to her practice. She understands the importance of preparing for the unexpected and offers services such as organ donation legal advice and estate planning for blended families.

Merrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.

Edward Jones - Financial Advisor: Robert J Holman, CFP® is a reputable financial institution located at 3426 South University Drive in Fort Worth, Texas, United States. As a Certified Financial Planner, Robert J Holman provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a range of financial solutions including investment planning, retirement planning, and estate planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert J Holman and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Brooks A Bowman is a finance institution located at 4281 Esplanade Place, Flower Mound, Texas, United States. Brooks Bowman is known for his old-fashioned work ethic, high energy, and dedication to details, which he blends to enhance distinct aspects of clients' financial lives. His goal is to help clients build sustainable, multi-generational wealth by listening to their concerns, identifying their goals, and offering sincere attention and guidance that each client deserves. Brooks has a loyal circle of client families who are saving for retirement but do not have the time or inclination to manage their investments. He focuses on clients' financial goals to bring purpose and clarity to their investments, ignoring daily market noise and avoiding emotional investing pitfalls. Brooks holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations and is a Portfolio Manager who can manage clients' investments on a discretionary basis. He works with clients to identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, crafting financial strategies to help clients pursue desired outcomes and preserve wealth for current and future generations. Brooks has a BBA in Entrepreneurship and Venture Management from the University of Oklahoma and resides in Argyle, TX with his wife and children. At Merrill Lynch Wealth Management, Brooks and his team provide personalized financial planning centered on clients' goals and priorities, helping them manage, grow, and preserve their wealth while addressing their evolving needs over time. They offer the Merrill Personal Wealth Analysis™ to build a customized financial plan, supported by the global resources of Merrill and a team dedicated to building strong client relationships based on trust and personalized service. Brooks believes in creating comprehensive strategies to turn clients' goals into reality, helping them pursue their aspirations while managing strategic investment risk. By understanding clients' personal financial goals and priorities, Brooks designs a customized financial strategy to help clients address fluctuations in the market and changes in their lives, working together to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients' financial needs and goals, offering personalized investment strategies and comprehensive financial solutions tailored to their unique situations. Brooks and his team are committed to helping clients stay on track to achieve what matters most to them, providing the latest investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Benjamin H Taylor is a finance institution located at 17802 Interstate 10, San Antonio, Texas, United States. Ben Taylor, a U.S. Army Armor Officer veteran, has been with Merrill Lynch since 1998 and holds a B.A. in History from Trinity University and an M.B.A from Webster University. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 FINRA registrations. Ben focuses on creating personalized strategies for individuals and families to help them achieve their financial goals, including retirement and estate planning. He is actively involved in his community and is passionate about helping clients manage and grow their wealth. With access to the resources of Merrill and Bank of America, Ben and his team provide personalized service to build strong client relationships based on trust. They work with clients to develop customized investment approaches that align with their goals and priorities, helping them navigate the complexities of their financial lives. Ben believes in the power of understanding his clients' aspirations and designing plans to turn their goals into reality. By staying informed and addressing changes in clients' lives and the market, Ben helps clients stay on track to achieve what matters most to them. Whether it's planning for retirement, buying a home, or funding education, Ben is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Jonathan B Rao is a finance institution located at 13135 Dairy Ashford Road, Sugar Land, Texas, United States. Jonathan has a Bachelor’s degree in Business from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. He and his wife, Melinda, are third generation Houstonians and are actively involved in supporting their alma maters. Jonathan and his team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, helping clients navigate through life changes and market fluctuations. The institution provides a range of financial solutions and investment strategies to help clients achieve their financial goals. Jonathan believes in understanding each client personally to offer the best financial approach that reflects their unique needs and priorities. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial guidance and support.

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.

First Command Financial Advisor - Sherry Neeley is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas, United States. Specializing in finance, Sherry Neeley provides expert financial advice and personalized strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, First Command Financial Advisor - Sherry Neeley is dedicated to helping individuals and families secure their financial future.

Pam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.

The Davis Property Tax Group, located at 146 Ranch Drive in Boerne, Texas, is a finance institution dedicated to helping property owners maximize savings and minimize fees. Their team of proven consultants work diligently to ensure timely and accurate property tax filings, with a guarantee of no fee unless actual savings are realized. With an extensive network of consultants, they offer insights on market trends, negotiate the best deals for their clients, and provide forecasting and budgeting estimates for projects. Their skilled negotiation experts advocate fiercely for the best deal for their clients, offering services for both residential and commercial properties. They employ a diverse set of methodologies to effectively reduce property taxes for industrial properties, and leverage factors such as property specifics and legal classifications to accurately gauge home values. They also specialize in lowering property taxes for oil and gas properties by considering factors such as reservoir depletion and market conditions.

Michael H. Hogan & Co., P.C. is a reputable accounting and finance institution located at 2525 Wallingwood Drive in Austin, Texas. Established in 1975, the company specializes in tax compliance and planning, as well as representing clients before the IRS. They also offer consulting services for new business formation, structuring, financing, and operations. Serving individuals, partnerships, trusts, estates, tax-exempt organizations, and small corporations, Michael H. Hogan & Co., P.C. is dedicated to providing expert advice and assistance in all matters related to tax and finance. President Mike Hogan, a University of Texas at Austin graduate with a BBA in Accounting, leads the team in delivering professional and reliable services to their clients.