Advanced tax planning in Napa, CA
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Gullotta Law Group
β ClosedAt Gullotta Law Group, located in Sonoma, California, our focus is on creating estate plans that are uniquely tailored to your life, needs, and goals. Attorney Gullotta will work closely with you to understand your wishes and goals, translating them into legally binding estate planning documents. With our helpful support staff, you will receive assistance throughout the entire process. One important aspect of estate planning is creating an advanced health care directive, which outlines your end-of-life care in the event of serious illness or incapacity. This directive allows you to choose a trusted person to make health care decisions on your behalf, alleviating potential burdens on your family members. It's important to update your directive as your circumstances change, ensuring peace of mind in case of unexpected accidents or illnesses.
234 W Napa St, Sonoma, CA 95476, United States -
Merrill Lynch Wealth Management
β ClosedMerrill Lynch Wealth Management, located at 700 Main Street in Napa, California, is a leading finance institution offering comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your unique goals and needs, drawing on years of combined knowledge and expertise in the industry. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with you to understand your current financial situation and create strategies to meet your long-term objectives.
700 Main St, Napa, CA 94559, United States
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