Tx estate planning in The Woodlands, Texas

Avidian Wealth Solutions - The Woodlands, located at 21 Waterway Avenue in The Woodlands, Texas, is a leading institution specializing in accounting and finance. Our team of experienced advisors is dedicated to helping executives, entrepreneurs, and families maximize their wealth and achieve their financial goals. We offer customized financial plans and advice for high-net-worth individuals, families, and business owners in The Woodlands area. Our advisors provide expertise in tax planning, financial risk management, investment management, and more. We understand the importance of sound financial guidance and work closely with clients to create strategies that align with their long-term objectives.

Creative Planning is a finance institution located at 1790 Hughes Landing Boulevard in The Woodlands, Texas, United States. Our fiduciary wealth managers work closely with in-house CPAs and attorneys to analyze every aspect of your financial situation, ensuring that your money is working hard for you day in and day out. We take a comprehensive approach to managing your investments, taxes, and estate plan, optimizing them to work together seamlessly. Unlike other firms that offer standard portfolios and set-it-and-forget-it plans, we provide personalized solutions that focus on your unique financial journey. With combined assets under management or advisement by Creative Planning and its affiliates, we are committed to helping you achieve your financial goals. As fiduciaries, we always act in your best interests, providing guidance that is tailored to your specific needs. President & CEO Peter Mallouk explains what sets Creative Planning apart and why we are dedicated to helping you create a richer financial future.

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.

Woodlands Wealth Builders is a premier finance institution located at 9595 Six Pines Drive in The Woodlands, Texas, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Woodlands Wealth Builders is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards financial success and peace of mind.

The Waterway Group - Morgan Stanley is a prestigious financial institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals provides expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Waterway Group - Morgan Stanley is committed to providing top-notch service and support.

Mid-America Estate & Insurance Services, LLC is a finance institution located in The Woodlands, Texas. We specialize in providing insurance and estate planning strategies to help you achieve your retirement goals. By scheduling a meeting with us, we can work together to determine your ideal retirement plan based on your current financial situation. Our team will create a custom strategy tailored to your unique needs, ensuring you are on track to reach your retirement goals. Download our informative guide to learn more about important retirement-related questions and where to turn for financial guidance. Attend one of our seminars to gain valuable insights on retirement income strategies and legacy planning. Fill out the form on our website to schedule a one-on-one meeting with us, where we will get to know you and your retirement aspirations. Visit us at 3 Grogans Park Drive, Suite 202 in The Woodlands to begin your journey towards a secure and fulfilling retirement.

The Ward Chefas Group at Morgan Stanley is a leading financial institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. With a focus on providing top-notch financial services and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, The Ward Chefas Group is here to help you navigate the complexities of the financial world with confidence and ease. Trust us to provide personalized solutions tailored to your unique needs and objectives.

The Franklin Toth Group at Morgan Stanley is a renowned financial institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Specializing in wealth management, investment strategies, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and comprehensive solutions, we strive to provide top-tier financial guidance and support to individuals, families, and businesses. Trust in The Franklin Toth Group at Morgan Stanley for expert advice and reliable financial services.

The Professional’s Resource Group at Morgan Stanley is a leading finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Our team of experts provides top-notch financial services and resources to professionals looking to manage and grow their wealth. With a focus on personalized solutions and industry expertise, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can support your financial needs.

Householder Group Estate & Retirement Specialists is a renowned institution located at 21 Waterway Avenue in The Woodlands, Texas. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for their future and achieve their financial goals. With a focus on estate planning and retirement strategies, we provide personalized services to ensure our clients have a secure and prosperous financial future. Visit us today to learn more about how we can help you secure your financial legacy.

The Flores Group is a finance institution located at 2002 Timberloch Place in The Woodlands, Texas, United States. With a commitment to providing expert financial services and personalized solutions, The Flores Group helps individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, their team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust The Flores Group to provide you with the guidance and support you need to secure your financial future.

April Roberts - State Farm Insurance Agent is a trusted insurance agency located at 2441 High Timbers Drive in The Woodlands, Texas. Conveniently situated behind the Woodlands Fire Station at the intersection of Grogans Mill and High Timbers, April Roberts and her team are dedicated to serving the community of The Woodlands and the greater Houston metro area. With nearly 26 years of experience with State Farm, April Roberts brings a wealth of knowledge and expertise to her clients. Specializing in life insurance and financial services, April is passionate about helping families and businesses protect what matters most to them. Whether you need auto insurance, homeowners' insurance, small business insurance, or banking services, April and her team are here to assist you.

Jana Ferrante - State Farm Insurance Agent is a trusted insurance agency located at 230 Spring Hill Drive in Spring, Texas, United States. Our team has over 25 years of combined State Farm experience and we offer a wide range of insurance coverage options, including auto, home, life, renters, business, boat, motorcycle, and more. We pride ourselves on creating Personal Price Plans tailored to each individual's needs. Our office is conveniently located near i45 and Rayford Road in the Spring/Woodlands area. Our dedicated team speaks both English and Spanish fluently, with three full-time Spanish speakers available to assist you. We are committed to providing exceptional customer service and personalized insurance solutions for our clients in Texas and Louisiana. Whether you need coverage for your home, auto, life, health, or business, we are here to help.

9E Ranch Cabins Lost Pines Bastrop is a charming lodging establishment located in Smithville, Texas. Situated at 2158 Texas 304, this institution offers cozy cabins nestled in the beautiful Lost Pines of Bastrop. Whether you're looking for a peaceful retreat or an adventurous getaway, 9E Ranch Cabins has something to offer for everyone. As a real estate agency, they also provide opportunities for those interested in owning a piece of this picturesque landscape. Additionally, their travel agency services can assist guests in planning the perfect vacation in the heart of Texas. Experience the tranquility and natural beauty of the Lost Pines at 9E Ranch Cabins.

DLG Luce Salazar is a prestigious law firm located at 8350 Ashlane Way in The Woodlands, Texas. With a team of experienced attorneys, they specialize in a wide range of legal services including business law, estate planning, real estate law, and litigation. Clients can expect personalized attention and top-notch representation from the dedicated professionals at DLG Luce Salazar. Whether you are in need of legal advice for your business or personal matters, this institution is committed to providing exceptional service and achieving the best possible outcomes for their clients.

Amell Law Firm, PLLC is a reputable legal institution located at 7 Grogans Park Drive in The Woodlands, Texas, United States. Specializing in a wide range of legal services, the firm is known for its dedication to providing top-notch legal representation for individuals and businesses alike. With a team of experienced attorneys who are committed to achieving the best possible outcomes for their clients, Amell Law Firm, PLLC is a trusted choice for those in need of legal assistance. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can count on this firm to provide you with the expert advice and representation you deserve.

Mehboob Law Firm, PLLC is a reputable legal institution located in The Woodlands, Texas, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. From personal injury cases to business law matters, Mehboob Law Firm, PLLC is committed to helping individuals and businesses navigate the complexities of the legal system. With a track record of success and a reputation for excellence, clients can trust Mehboob Law Firm, PLLC to provide expert legal representation and guidance.

The Law Office of Bryan Fagan, PLLC is a trusted institution located at 25211 Grogans Mill Road in The Woodlands, Texas. Specializing in Family Law, Estate Planning, and Criminal Defense, our team of experienced attorneys is dedicated to guiding you through every step of the legal process. Our client support team ensures timely responses and regular check-ins to provide you with the care and attention you deserve during this challenging time. From child custody to high asset divorces, we offer comprehensive legal services tailored to meet your needs. With a focus on communication and professionalism, we strive to make the estate planning process stress-free and efficient. Contact us for a complimentary case evaluation and take advantage of our 10% discount for military, police, firefighters, and first responders. Trust The Law Office of Bryan Fagan, PLLC to provide you with the guidance and support you need for your legal matters.

Garg & Associates, P.C. is a reputable law firm located at 21 Waterway Avenue in The Woodlands, Texas, United States. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, Garg & Associates, P.C. is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted legal resource in the community. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Rivas-Rivera Law Offices is a reputable legal institution located at 21 Waterway Avenue in The Woodlands, Texas, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Rivas-Rivera Law Offices is dedicated to serving the legal needs of individuals and businesses in the community. Contact them today for professional and reliable legal services.

The Law Office of Lorena N. Gutierrez, PLLC is a trusted legal firm located at 719 Sawdust Road in The Woodlands, Texas. Specializing in various areas of law, including family law, immigration law, and estate planning, our team is dedicated to providing personalized and effective legal solutions for our clients. With a commitment to professionalism and integrity, we strive to deliver top-notch legal representation to help our clients navigate the complexities of the legal system. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Horak Law is a reputable law firm located at 25911 Oak Ridge Drive in The Woodlands, Texas, United States. Specializing in various areas of law, the dedicated team of lawyers at Horak Law is committed to providing top-notch legal services to their clients. With years of experience and a track record of success, Horak Law is known for their professionalism, expertise, and dedication to achieving positive outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Horak Law is the go-to institution for all your legal needs.

Mayr Law, P.C. is a reputable law firm located at 1095 Evergreen Circle, The Woodlands, Texas, United States. Specializing in various areas of law, including family law, estate planning, and business law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, Mayr Law, P.C. strives to achieve the best possible outcomes for our clients. Contact us today for expert legal representation you can trust.

Boerne Vacation and Short Term Rental is a premier lodging, real estate, and travel agency located at 111 Scottie Drive in Boerne, Texas, United States. Our institution offers a wide range of vacation rental properties for short term stays, providing visitors with comfortable and convenient accommodations during their time in Boerne. Whether you are looking for a cozy cabin in the woods or a luxurious downtown apartment, we have the perfect rental for your needs. Our dedicated team is committed to helping you find the ideal property for your stay, ensuring a memorable and enjoyable experience in the beautiful city of Boerne. Contact us today to book your dream vacation rental!

One Lakes Edge is a luxurious real estate agency located at 1950 Hughes Landing Boulevard in The Woodlands, Texas. Overlooking the beautiful Lake Woodlands, this upscale institution offers residents a stunning natural setting with scenic trails, water sport recreation, gourmet restaurants, and convenient retail options just steps away. The spacious urban apartments feature modern floor plans, designer finishes, and impressive fixtures. Residents can enjoy resort-inspired amenities including an expansive pool deck, a sophisticated clubroom with lakefront views, a state-of-the-art fitness center, a yoga studio, signature water sports access, and much more. It's time to live the dream at One Lakes Edge and get everything you've always wanted and more.

The Grove at Sterling Ridge is a premier real estate agency located at 6900 Lake Woodlands Drive in The Woodlands, Texas. Our team of experienced agents is dedicated to helping clients find their dream home or sell their property at the best possible price. With a focus on personalized service and attention to detail, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are looking for a cozy starter home or a luxurious estate, The Grove at Sterling Ridge is here to help you every step of the way. Contact us today to get started on your real estate journey.

333 Holly Apartments, located at 333 Holly Creek Court in The Woodlands, Texas, is a real estate agency owned and managed by Related Companies. With over 55,000 affordable residences in cities across America, Related Companies is dedicated to providing exceptional service to all residents. At 333 Holly Apartments, you will find a perfect mix of affordability, style, spaciousness, and community amenities in our one, two, and three bedroom apartments. Our pet-friendly apartments feature modern amenities and are conveniently located near Interfaith Way and West Panther Creek Drive, providing easy access to freeways, shopping, schools, restaurants, and more. The Woodlands, known for its extensive trails, public parks, businesses, schools, and vibrant community, is a great place to call home. Our spacious and functional apartments offer different floor plans to suit your individual needs.

Ridgewood at Panther Creek is a real estate agency located at 4407 South Panther Creek Drive in The Woodlands, Texas, United States. This institution offers affordable senior apartments for rent, featuring one and two-bedroom options with Section 8 housing. Residents must be 62 years or older to qualify. The apartments were renovated in 2006 and offer modern amenities such as a computer lab, community library, and planned activities. The surrounding area boasts miles of hiking, walking, and biking trails, perfect for those who love the outdoors. The Woodlands is a master-planned community with a population of around 118,000, offering a friendly and safe environment with easy access to shopping, dining, and entertainment options. If you are interested in living at Ridgewood at Panther Creek Apartments, contact them today to check availability.

Broadstone Woodmill Creek is a luxurious real estate agency located at 1835 Woodland Field Crossing in The Woodlands, Texas, United States. Escape the hustle and bustle of the city and experience unparalleled apartment living in this master-planned neighborhood. This pet-friendly community offers lavish amenities such as a hospitality lounge, Wi-Fi-enabled business center, and an expansive pool courtyard with water features and shaded grilling areas. The one and two bedroom floor plans feature elegant details and stylish finishes, including 10-foot ceilings, wood-style floors, and stainless steel appliances. In-home upgrades like built-in desks, oversized balconies, and granite- or quartz-topped kitchen islands are also available. With its convenient location near high-end shops, restaurants, and entertainment, as well as easy access to I-45 for simplified commutes to downtown Houston and the Texas Medical Center, Broadstone Woodmill Creek is the ideal place to call home. Schedule a personalized tour today to experience luxury living at its finest.

Welcome to Wildwood Forest, located at 455 Wildwood Forest Drive in Spring, Texas, United States. Our community offers a serene and picturesque environment, just off Interstate 45 for easy commuting. Situated near The Woodlands, you can enjoy the best restaurants, shopping, and parks in the area. We are proud to be a part of the Conroe Independent School District, providing excellent education opportunities for residents. At Wildwood Forest, you can relax lakeside, fish at the pier, or lounge by our resort-style pool. Our community is currently undergoing upscale renovations, including elevated interiors, a pet park, parcel center, poolside enhancements, and more. With seven designer floor plans to choose from, including one-, two-, and three-bedroom apartments, there is something for everyone here.