TOP 10 Best Advanced estate planning in San Jose, California

Welcome to Sage Real Estate, located at 2734 East Broadway, Long Beach, California. As the highest-rated multifamily and commercial brokerage in Long Beach, we are proud to be ranked within the top 1.5% of real estate professionals nationwide. Our firm stands out as the only one specializing in fourplex apartment buildings in the area, dedicated to helping you create wealth and secure a stable retirement through strategic investments in multifamily properties. At Sage Real Estate, we believe in the power of diligent decision-making and the right team to make real estate investing a guaranteed path to wealth. Our recent success story with Ali Rafie, a young and ambitious investor, exemplifies this philosophy. Ali's journey from San Jose to Long Beach, culminating in his first investment property, showcases the potential of strategic thinking and seizing opportunities.

Document Divas is a reputable institution specializing in legal documents related to Family and Elder Law, as well as Elder Care Planning. Our experienced team is dedicated to providing comprehensive and personalized services to our clients, ensuring that their legal needs are met with professionalism and care. Located at 1311 San Jose Avenue in Concord, California, our office is easily accessible for those in need of expert assistance in navigating the complexities of family and elder law matters. Trust Document Divas to guide you through the legal process with expertise and compassion.

Bryant Estate Planning & Elder Law is a reputable law firm located at 1625 The Alameda in San Jose, California. Specializing in estate planning and elder law, our experienced lawyers provide personalized legal services to help clients navigate complex legal matters related to wills, trusts, Medicaid planning, and more. With a commitment to protecting our clients' assets and ensuring their wishes are carried out, Bryant Estate Planning & Elder Law is dedicated to providing high-quality legal representation with compassion and expertise. Contact us today to schedule a consultation and start planning for your future.

Devlin Real Estate School is a premier institution located in the heart of San Jose, California, United States. We offer top-notch real estate education and training to individuals looking to start or advance their careers in the real estate industry. Our experienced instructors provide comprehensive courses that cover all aspects of real estate, from laws and regulations to market trends and negotiation strategies. With a convenient location in Evergreen Village Square, our school is easily accessible to students from all over the San Jose area. Join us at Devlin Real Estate School and take the first step towards a successful career in real estate.

Advanced Retirement Solutions is a leading finance institution located at 2107 North First Street in San Jose, California, United States. Specializing in retirement planning and investment strategies, our team of experts is dedicated to helping individuals secure their financial future. With a focus on personalized solutions and unparalleled customer service, we strive to provide our clients with peace of mind and confidence in their retirement goals. Contact us today to learn more about how we can help you achieve your financial objectives.

The Law Offices of Hanlen J. Chang, located at 388 Market Street in San Francisco, California, offers a wide range of services in accounting, finance, and law. Specializing in estate planning, business and real estate transactions, the firm provides advanced services for businesses, investors, and individuals. Services include trusts, trust administration, international estates, real property and business succession planning. The firm also offers business counsel, business formation for LLCs and corporations, contract drafting, debt instruments, and real estate ownership transfer to business entities. Additional services include tax planning, real estate remedies, and tax structuring for international investors. With main office and mailing address in San Francisco, the firm also has satellite offices in Palo Alto and San Jose for appointments.

The Law Offices of Robert P. Bergman, located in San Jose, California, offers expert legal services in estate planning, probate administration, and trust administration. Attorney Bob Bergman has been practicing law since 1980 and approaches estate planning like designing a custom home for his clients, creating a personalized blueprint for their estate plan. Clients can schedule consultations for various legal services, including Court Petitions to gather assets into a trust or modify an irrevocable trust. The firm also provides guidance on advance health care directives, financial power of attorney, and other important legal documents. Clients can expect thorough and patient assistance from Attorney Bob Bergman, as recommended by satisfied clients. To schedule a consultation, clients can use the provided links or contact the office directly.

Firebrand Notary Service is a finance institution located at 1720 Ocala Avenue in San Jose, California, United States. They offer 24-hour mobile notary services to the Central Valley, Bay Area, and Beyond. Their licensed, insured, and bonded California notary public serves as a signing notary and objective witness when needed. They provide notarization services for a variety of documents, including real estate transactions, estate planning documents, loan documents, Power of Attorney, Advance Health Care Directives, certified copies, apostilles, acknowledgments, affidavits, and jurats. Pricing for their services is based on the number of signatures being notarized. They accept cash, card, electronic payment, cashier's checks, and money orders. Appointments must be scheduled in advance and can take place in any public setting of your choice. Firebrand Notary Service is available 24/7, Monday through Sunday.

The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.

The Law Offices of Adam T. Evan, located at 950 South Bascom Avenue in San Jose, California, is dedicated to helping individuals with estate planning needs. While the thought of planning for one's own demise may be unsettling, it is a responsible step to ensure that loved ones are cared for and assets are protected. Adam T. Evan understands the importance of estate planning beyond just inheritance and taxes, and is committed to helping clients plan for their future and the future of their loved ones. With a Free Initial Consultation, appointments available Monday through Friday from 9am to 5pm, and weekend and evening appointments available in case of emergency, Adam T. Evan is here to guide clients on the path to peace of mind.

Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.