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TOP 30 Estate planning in San Mateo, CA
93 results found
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Mc Dowall Cotter
Mc Dowall Cotter is a prestigious law firm located at 800 West El Camino Real in Mountain View, California. Specializing in estate planning, trust administration, probate, and litigation, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. Join us for a memorial service and reception in honor of Will McDowall on Thursday, March 7, 2024, at 11 AM at Alta Mesa Memorial Park in Palo Alto. Please RSVP to Denise Taylor at dtaylor@taylordemarco.com if you plan to attend the reception.
Law Offices of John C. Martin, P.C.
The Law Offices of John C. Martin, P.C. is a trusted institution located at 636 Middlefield Road in Palo Alto, California. Led by John C. Martin, Esq., who is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, our firm offers expert guidance in various areas of estate planning. Whether you need assistance with establishing living trusts, transferring wealth to the next generation, protecting beneficiaries, or handling trust and estate litigation matters, we are here to help. Our diverse clientele includes families, married couples, business owners, individuals with charitable goals, high risk professionals, and more. From our convenient location in Palo Alto, we serve clients throughout the Silicon Valley and San Francisco Bay Area. In addition, we regularly provide updates and insights on estate planning in the Silicon Valley Estate Planning Journal.
Littorno Law
Littorno Law Group, located at 16935 West Bernardo Drive in San Diego, California, assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, as well as Veteran’s Benefits. With office locations in Pittsburg, Pleasant Hill, San Diego, and San Mateo, our firm practices in various areas of estate planning. Our website is designed to provide you with valuable information on estate planning and tax issues, saving you time and money. We also assist clients throughout Contra Costa County, including areas such as Antioch, Brentwood, Concord, Danville, and San Ramon. Contact us for expert legal assistance in estate planning and related matters.
Indrajana Law Group, a PLC
Indrajana Law Group, a PLC, is a reputable law firm located at 1700 South El Camino Real in San Mateo, California, United States. With a team of experienced and dedicated attorneys, we provide a wide range of legal services to our clients, including but not limited to business law, real estate law, estate planning, and litigation. Our firm is committed to providing personalized and effective legal solutions to meet the unique needs of each client. Whether you are a business owner, individual, or family seeking legal assistance, Indrajana Law Group is here to help you navigate the complexities of the legal system with confidence and peace of mind.
Sanjiv N Singh, A Professional Law Corporation
Sanjiv N Singh, A Professional Law Corporation is a reputable legal firm located at 1700 South El Camino Real in San Mateo, California. Specializing in various areas of law, including business law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a track record of successful cases, Sanjiv N Singh, A Professional Law Corporation is a trusted choice for all your legal needs in the San Mateo area.
Law Office of George Anezinos
The Law Office of George Anezinos is a personalized, practical, and passionate legal services provider located at 533 Airport Boulevard in Burlingame, California. Specializing in Real Estate, Estate Planning, Tax Resolution, and Small Business Matters, George Anezinos takes pride in offering excellent legal services tailored to each client's individual needs. With a personal connection and passion for these industries, Mr. Anezinos brings a unique perspective to his practice, drawing from his early experiences in entrepreneurship. Admitted to practice law in California and before the United States Tax Court, Mr. Anezinos is a member of the Business Law, Real Estate Law, and Taxation Sections of the California Bar, as well as the Bar Association of San Francisco and the San Mateo County Bar Association. A graduate of Chapman Law School with a focus on Taxation Law, Mr. Anezinos has received various awards for his outstanding achievements in the field.
Vectis Law Group
Vectis Law Group is a reputable law firm located at 1900 South Norfolk Street in San Mateo, California. With a team of experienced and skilled attorneys, Vectis Law Group is dedicated to providing high-quality legal services to clients in various practice areas. From business law and real estate to estate planning and litigation, the firm offers comprehensive legal solutions tailored to meet the individual needs of each client. With a commitment to excellence and a focus on achieving favorable outcomes, Vectis Law Group is a trusted partner for legal representation in the United States.
McQuaid Law Firm
McQuaid Law Firm is a reputable legal institution located at 177 Bovet Road in San Mateo, California, United States. With a team of experienced attorneys, the firm specializes in various areas of law including personal injury, criminal defense, family law, and estate planning. Clients can expect personalized attention and dedicated representation to help them navigate through legal challenges. The firm is committed to providing high-quality legal services and achieving favorable outcomes for their clients.
Deborah Wilder Law Office
The Deborah Wilder Law Office is a reputable legal institution located at 635 Mariners Island Boulevard in San Mateo, California. Specializing in various areas of law, including family law, estate planning, and business law, the office is known for providing expert legal guidance and personalized service to clients in need of legal assistance. With a commitment to achieving the best possible outcomes for their clients, the Deborah Wilder Law Office is a trusted resource for individuals and businesses seeking professional legal representation in the San Mateo area.
Andrew M Agtagma Attorney At Law
Andrew M Agtagma Attorney At Law is a reputable law firm located in San Mateo, California. Specializing in various legal services, including but not limited to, personal injury, family law, and estate planning, Andrew M Agtagma is a dedicated and experienced attorney who provides top-notch legal representation to his clients. With a commitment to excellence and a track record of success, clients can trust in Andrew M Agtagma Attorney At Law to handle their legal matters with professionalism and expertise. Contact them today at 1291 East Hillsdale Boulevard for all your legal needs.
Quackenbush & Quackenbush
Quackenbush & Quackenbush is a reputable law firm located in San Mateo, California. With a prime location on South El Camino Real, this institution specializes in providing expert legal services to clients in need of professional representation. The team at Quackenbush & Quackenbush is dedicated to delivering personalized solutions for a wide range of legal matters, ensuring that each client receives the highest level of care and attention. Whether you require assistance with a personal injury case, family law issue, or estate planning, you can trust the experienced lawyers at Quackenbush & Quackenbush to guide you through the legal process with skill and expertise. Contact them today to schedule a consultation and discuss your legal needs.
Livingston Law
Livingston Law is a reputable legal institution located at 520 South El Camino Real in San Mateo, California, United States. With a team of experienced attorneys, Livingston Law specializes in a wide range of legal services including family law, estate planning, business law, and more. Committed to providing personalized and effective legal solutions, Livingston Law is dedicated to helping clients navigate through complex legal issues with confidence and peace of mind. Contact Livingston Law today for expert legal representation and guidance.
Kohler Legacy Law Group
Kohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.
Law Offices of Noell K Kubota
The Law Offices of Noell K Kubota is a reputable legal firm located at 630 North San Mateo Drive in San Mateo, California, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. With a commitment to excellence and personalized attention, we strive to achieve the best possible outcomes for each case we handle. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Law Office of Gretchen J. Kenney
The Law Office of Gretchen J. Kenney is a reputable legal institution located at 1900 South Norfolk Street in San Mateo, California. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, Gretchen J. Kenney and her team provide expert legal advice and representation to clients in need. With a strong commitment to professionalism and client satisfaction, the Law Office of Gretchen J. Kenney is dedicated to helping individuals navigate the complexities of the legal system with ease and confidence.
Hoge Fenton
Hoge Fenton is a reputable law firm located at 411 Borel Avenue in San Mateo, California. With a team of experienced and dedicated lawyers, Hoge Fenton provides a wide range of legal services to clients in the United States. From business law to estate planning, the firm is committed to delivering top-notch legal representation and personalized solutions to meet the needs of their clients. With a strong reputation for excellence and professionalism, Hoge Fenton is a trusted partner for individuals and businesses seeking legal guidance and support.
Next Chapter Legal
Next Chapter Legal is a reputable law firm located at 1630 South Delaware Street in San Mateo, California. Our dedicated team of experienced attorneys specializes in a wide range of legal services, including estate planning, probate, business law, and real estate transactions. We are committed to providing personalized and efficient legal solutions to our clients, guiding them through each step of the legal process with professionalism and expertise. Whether you are planning for the future or navigating a complex legal issue, Next Chapter Legal is here to help you move forward with confidence.
Loung Law
Loung Law is a reputable law firm located at 1900 South Norfolk Street in San Mateo, California, United States. Specializing in various areas of law, the skilled team of lawyers at Loung Law provides expert legal advice and representation to clients in need. With a commitment to professionalism and client satisfaction, Loung Law is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need help with estate planning, or require assistance with business law matters, Loung Law is here to help. Contact them today for a consultation to discuss your legal needs.
Law Offices of Daniel L. DuRee
The Law Offices of Daniel L. DuRee is a trusted law firm located at 700 Larkspur Landing Circle in Larkspur, California. With additional offices in Mountain View, Walnut Creek, San Mateo, San Francisco, and Marin County, we specialize in estate planning, real estate, and business law in the Bay Area. Our experienced team, led by attorney Dan DuRee, is dedicated to helping individuals create wills, establish trusts, and navigate legal proceedings with professionalism and expertise. Whether you are looking to avoid probate or need assistance with real estate transactions, our firm has the skill and experience needed to guide you through every step. As a Rising Stars® selected lawyer, Attorney Dan DuRee is committed to defending your rights and helping you make informed decisions about your future. Contact us today at (855) 963-0987 to schedule a free consultation and learn more about how we can assist you. With a boutique approach to legal services, we ensure that each client receives personalized attention and access to a knowledgeable team of legal professionals. We offer same-day and weekend appointments, and can meet you at a location convenient for you. Trust the Law Offices of Daniel L. DuRee to provide you with the support and guidance you need for all your legal needs.
Shjeflo, Riley & Cruz LLP
Shjeflo, Riley & Cruz LLP is a reputable law firm located at 2000 Alameda de las Pulgas in San Mateo, California. Our team of experienced attorneys is dedicated to providing personalized legal solutions to clients throughout San Francisco and Silicon Valley. We understand that navigating the legal process can be overwhelming, which is why we are committed to guiding you every step of the way. Our tailored approach ensures that we find the best possible solution for your unique needs.
Littorno Law Group
Littorno Law Group is a trusted institution located at 3478 Buskirk Avenue in Pleasant Hill, California. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to assisting clients with matters related to Estate, Tax, and Medi-Cal Planning, as well as Veteran’s Benefits. With office locations in Pittsburg, Pleasant Hill, San Diego, and San Mateo, California, we serve clients throughout Contra Costa County and beyond. Our comprehensive estate planning services are designed to save you time and money by addressing the basics of estate planning and associated tax issues. Whether you are in need of assistance with estate planning, tax matters, or other legal issues, Littorno Law Group is here to help. Contact us today for personalized and professional legal services.
Payne Financial Consulting
Payne Financial Consulting is a leading finance institution located at 1900 South Norfolk Street in San Mateo, California. Our team of experienced financial consultants are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of our clients. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Payne Financial Consulting is here to help you navigate the complex world of finance. Trust us to provide expert guidance and support as you work towards achieving your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
Lincoln Financial Advisors
Lincoln Financial Advisors is a leading financial institution located at 1510 Fashion Island Boulevard in San Mateo, California. As a trusted name in the world of finance, Lincoln Financial Advisors provides expert guidance and personalized financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Lincoln Financial Advisors is dedicated to providing top-tier financial services to clients in the United States.
Chen Financial Group, LLC
Chen Financial Group, LLC, located at 1600 West Hillsdale Boulevard in San Mateo, California, is a finance institution offering fee-based customized comprehensive financial planning services. Led by Curtis S. Chen, CFP®, the team at Chen Financial Group believes in a comprehensive approach to financial planning, covering investments, retirement and college planning, business planning, estate planning, insurance, tax planning, and cash flow analysis. Clients can expect high-quality, ongoing objective advice and thorough analysis to help them navigate all stages of their financial life. To schedule a complementary introductory meeting, please contact (650) 631-0600. Securities and advisory services are offered through LPL Financial, a registered investment advisor, while financial planning services are offered through Chen Financial Group, LLC. The registered representatives associated with this site are licensed to conduct securities business in California, Idaho, Massachusetts, Nevada, New York, Ohio, Oregon, Pennsylvania, and Texas. For more information, please visit the website or contact curtis@chenfinancial.com.
Merrill Lynch Financial Advisor Dane R Tinley
Merrill Lynch Financial Advisor Dane R Tinley is a reputable finance institution located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help guide you every step of the way. Trust Merrill Lynch Financial Advisor Dane R Tinley to provide you with expert financial advice and strategies tailored to your specific needs.
Merrill Lynch Financial Advisor Paul M Luciano
Merrill Lynch Financial Advisor Paul M Luciano is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. They specialize in developing personalized financial strategies for accomplished individuals, including founders, executives, venture capitalists, and entrepreneurs in Silicon Valley and beyond. The institution focuses on cultivating trust-based relationships and providing comprehensive wealth management services. Their team of advisors aims to educate clients and their families on financial planning, ensuring a legacy of financial wisdom across generations. They offer a planning-centered approach, tailored portfolios, and access to a full spectrum of resources from Bank of America. Collaborating with clients' other advisors, such as CPAs and attorneys, they strive for tax minimization and effective estate planning. The institution believes in delivering fact-based strategies, the power of synergy, and tailored communication to help clients achieve their financial goals. Merrill Lynch Financial Advisor Paul M Luciano is committed to consistently delivering value and appropriate solutions to support clients in achieving their financial aspirations.
Brickley Wealth Management
Brickley Wealth Management is your trusted family of financial advisors located at 1900 O'Farrell Street in San Mateo, California. Specializing in accounting and finance, we are dedicated to helping individuals achieve their financial goals and plan for the future. Our team offers comprehensive income, trust, estate, and gift tax planning services, as well as tax preparation services. We combine wealth management and tax planning to support your long-term financial success. With a customized and solution-oriented approach, we aim to exceed your expectations and optimize returns in a tax-efficient manner. Whether you are planning for retirement, managing company stock, or looking for investment strategies, Brickley Wealth Management is here to guide you every step of the way. Contact us today to learn more about how we can help secure your financial future.
Maheras Wealth Management
Maheras Wealth Management is a leading finance institution located at 155 Bovet Road in San Mateo, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on investment planning, retirement planning, and estate planning, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Trust Maheras Wealth Management to guide you towards a secure financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 101 South Ellsworth Avenue in San Mateo, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, businesses, executives, and institutions. The experienced advisors at the branch provide tailored financial strategies based on years of combined knowledge and expertise in wealth management. In addition to traditional investments, retirement income planning, and guidance on concentrated stock positions, Merrill Lynch Wealth Management also offers access to Bank of America's estate planning services. The advisors at the branch are dedicated to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to help them achieve long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources to help you pursue your financial and life goals. If you are passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and receive training and support from the Academy at Bank of America. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.
The Family Wealth Management Group - UBS Financial Services Inc.
The Family Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 400 South El Camino Real, San Mateo, California, United States. Specializing in wealth management for families, the institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, The Family Wealth Management Group provides personalized solutions tailored to each client's unique needs and circumstances. Whether it's investment planning, retirement planning, or estate planning, clients can trust in the expertise and dedication of The Family Wealth Management Group to help them navigate the complexities of the financial world and make informed decisions for their financial well-being.
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