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Tax and estate planning all in one

1,509 Views | 3 Replies | Last: 5 mo ago by Echoes of Kyle
Medaggie
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Any recommendations for someone in Austin? I would like an all in one shop to do estate planning, and tax planning mostly. Wills/Trusts. Protect my assets and protect my kids when they inherit it.

I can invest my own money.
ThenamesAg
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AG
There have been several threads on this topic lately with suggestions for Wills & Estate planners. Depending on the complexity and size of your estate, most estate attorneys should be able to assist with both.

I recently used Robbins Estate Law and had a great experience. My estate was not complex though so your mileage may vary. Others have recommended Michelle Mobley with Mobley Law Associates and Jeff Barnett with Barnett & Leuty.
TxAgg07
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AG
For the legal side, Michelle Mobley.

For the financial side, David Dunn with Hightower Austin.
Echoes of Kyle
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AG
TxAgg07 said:

For the legal side, Michelle Mobley.

For the financial side, David Dunn with Hightower Austin.


Using Michelle now. She's great.
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