estate planning fort worth

, expansion, and succession planning. With one of the most experienced and specialized trusts and estates practices in the Bay Area, we help business owners and high-net-worth individuals preserve

and strategic wealth planning to successful entrepreneurs, high net worth families, and institutions. , income taxation and business transactions, estate/trust planning, and generational wealth transfers. Our understand the unique and complicated financial planning needs of entrepreneurs and provide sophisticated

Kimberley Spears and Amy Shelf merged their solo estate planning practices into a partnership in 2014. Both Amy net worth individuals and companies, and then opened their own practices. Enabled them to provide comprehensive estate planning and

support for small business , sole proprietors & high net worth estate accounts. Goal: To define your purpose, define what with you to ensure tax compliance and financial planning so you are aware of any potential short

growth, expansion, and succession planning. With one of the most experienced and specialized estates and trusts practices in the Bay Area, we help business owners and high-net-worth individuals

well as estate and business planning to help avoid such litigation. We proudly serve Harris and Fort Bend Counties

providing financial advice and commercial real estate investments. Services include SEP & 401K plans, mutual funds, ETFs, index funds, IRAs, triple net investment properties, 1031 tax-free exchanges, high net-worth

, women, and high net worth individuals. Our experienced team provides personalized financial and life planning, robust investment options investment, as well as expertise in addressing tax, estate, insurance, legacy, and charitable issues throughout our clients