Estate Planning Attorneys in Lakeway, TX

We did the hard work of finding trustworthy partners in Lakeway, TX. Fill out the form to get connected.

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Lakeway, TX Estate Planning Law Firms

5 out of 5
Location 2806 Flintrock Trace Suite 103, Austin, TX 78738, USA
Phone (512) 608-9008
Thrash, Carroll & Vanway Law Group
5 out of 5
Location 3 Lakeway Centre Ct #200, Austin, TX 78734, USA
Phone (512) 263-5400
Paul T. Morin, PC
5 out of 5
Location 911 Ranch Rd 620 N Ste 204, Lakeway, TX 78734, USA
Phone (512) 499-8200
Leslie Henges Dolliver, PLLC
5 out of 5
Location 3700 Ranch Rd 620 S A, Austin, TX 78738, USA
Phone (512) 263-5665
Estate Planning Lawyers in Lakeway, TX

Where Estate Planners in Lakeway, TX Serve

Lakeway, TX is a vibrant city in Travis County, nestled in the heart of the Texas Hill Country. With its breathtaking scenery and proximity to Lake Travis, it's no wonder that Lakeway is a top destination for tourists and residents alike. The city is home to several landmarks, including the Lakeway Resort and Spa, the Lakeway Marina, and the Lakeway City Park. These landmarks offer a variety of recreational activities, such as boating, fishing, hiking, and golfing. Lakeway is also a hub for several top employers, including the Lake Travis Independent School District, the Lakeway Regional Medical Center, and the World of Tennis Sports Complex. These employers provide a diverse range of career opportunities, making Lakeway an attractive place to work and live. Major highways and streets that run through Lakeway include Ranch Road 620, Lakeway Boulevard, and Bee Cave Road.

Financial Services Related to Estate Planning in Lakeway, TX

Banks and Credit Unions

Residents of Lakeway, TX can benefit from a bank in numerous ways. One of the most common ways is through loans for purchasing or renovating a home. Lakeway is a popular destination for retirees and families due to its scenic beauty and proximity to Lake Travis. With the help of a bank, residents can secure a mortgage or home improvement loan to make their dream home a reality. Additionally, banks can offer financial planning services to help residents save for their future, whether it be for retirement or their children's education. Overall, a bank can provide valuable resources and support to help residents of Lakeway, TX achieve their financial goals.

Insurance Broker

Residents of Lakeway, TX can benefit greatly from the services of an insurance broker. With the city's proximity to Lake Travis, many residents own boats and watercraft, making it essential to have proper insurance coverage. An insurance broker can help residents navigate the complexities of boat insurance and ensure that they have the right coverage for their specific needs. Additionally, Lakeway is a rapidly growing community with many new businesses and homes being built, leading to increased risks for property damage and liability. An insurance broker can help residents protect their investments and assets by finding the best policies for their unique situations. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Lakeway, TX.

Retirement Planning

Residents of Lakeway, TX can benefit greatly from the expertise of a retirement planner. With its high median age, many residents of Lakeway are approaching or in retirement and may need guidance on how to best utilize their assets to ensure a comfortable and secure future. A retirement planner can help assess individual financial situations and provide personalized advice on investment strategies, tax planning, and estate planning. Additionally, Lakeway's proximity to Austin means that many residents may have unique retirement goals, such as travel or starting a small business, which a retirement planner can help make a reality. Overall, a retirement planner can provide peace of mind and help residents of Lakeway navigate the complexities of retirement planning.

Wealth Management

Residents of Lakeway, TX can greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment strategies that align with the client's financial goals and risk tolerance. Additionally, a wealth manager can assist with retirement planning, tax planning, and estate planning. With its affluent population and high cost of living, Lakeway, TX residents may face unique financial challenges that require the expertise of a wealth manager. For example, a wealth manager can help navigate the complexities of managing multiple properties, such as vacation homes or rental properties, which are common in the area. Overall, a wealth manager can provide valuable guidance and support to help residents of Lakeway, TX make informed financial decisions and achieve their long-term financial objectives.

Financial Advisor

Residents of Lakeway, TX would greatly benefit from the guidance of a financial advisor in a number of ways. One of the most common ways that a financial advisor could help the community is by providing advice on retirement planning. Many residents of Lakeway are approaching retirement age and may not have a clear plan in place for their financial future. A financial advisor could help them assess their current financial situation, create a retirement plan, and make adjustments as needed over time. Additionally, Lakeway is a growing community with a strong real estate market. A financial advisor could help residents navigate the complexities of buying or selling property, as well as provide advice on managing their mortgage and other financial obligations. Overall, a financial advisor could provide valuable guidance to residents of Lakeway, helping them to achieve their financial goals and secure a stable future for themselves and their families.

Mortgage Loan Officer

Residents of Lakeway, TX could benefit greatly from the expertise of a mortgage loan officer. With the rising cost of living in this affluent community, many residents may need assistance in securing a mortgage that fits their budget. A loan officer can provide guidance on the various types of mortgages available, including fixed-rate and adjustable-rate options. They can also help residents navigate the complex application process and ensure that they are getting the best possible interest rate. Additionally, a loan officer can provide valuable advice on how to improve credit scores and increase the chances of approval for a loan. With the help of a mortgage loan officer, residents of Lakeway, TX can achieve their dream of owning a home in this beautiful and sought-after community.

Tax Services

Residents of Lakeway, TX can benefit greatly from the expertise of a tax advisor. With a population of over 14,000, many individuals and families in Lakeway rely on tax advisors to help them navigate the complex tax laws and regulations. A tax advisor can provide guidance on tax planning, helping residents to minimize their tax liability and maximize their deductions. Additionally, a tax advisor can assist with tax preparation, ensuring that all necessary forms are filed correctly and on time. With the high cost of living in Lakeway, TX, residents can benefit from the cost savings that come with working with a tax advisor who can help them make informed financial decisions.


Wills, Trusts, and Other Estate Law FAQs