Estate planning services near me in East Palo Alto, California
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Rosemary's Tax Services
Rosemary's Tax Services is a reputable accounting and finance institution located at 2111 University Avenue in East Palo Alto, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients navigate the complex world of taxes and finances with ease. Trust Rosemary's Tax Services to handle all your accounting and financial needs efficiently and accurately.
Michelle Gee Law Office
Michelle Gee Law Office is a trusted law firm located in Palo Alto, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. From estate planning to business law, we are committed to helping our clients navigate through complex legal issues with ease. Conveniently located at 2225 East Bayshore Road, Michelle Gee Law Office is your go-to source for professional and reliable legal representation in the Palo Alto area. Contact us today to schedule a consultation.
Gilfix & La Poll Associates
Gilfix & La Poll Associates LLP, located at 801 East Charleston Road in Palo Alto, California, is a leading institution in the fields of Elder Law, Estate Planning, Special Needs Planning, and Tax Planning. With nearly four decades of experience, our team has helped thousands of families in the community protect their assets and legacies, saving them millions of dollars in taxes and long-term care costs. Our dedicated lawyers are committed to preserving family assets and ensuring the well-being of our clients and communities. Whether you need assistance with estate planning, special needs trusts, or tax planning, our team is here to help. Trust in our expertise and let us help you plan for a secure future. Contact us today for unparalleled legal guidance tailored to your individual needs.
Zhang & Attorneys, L.P.
Zhang & Attorneys, L.P. is a renowned law firm located at 2225 East Bayshore Road in Palo Alto, California. Specializing in various legal matters, their team of experienced lawyers provide expert advice and representation to clients in the United States. With a commitment to excellence and personalized service, Zhang & Attorneys, L.P. is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal assistance for business, immigration, or personal matters, you can trust Zhang & Attorneys, L.P. to provide professional and effective legal solutions.
Prodesse Property Group
Prodesse Property Group is a leading real estate institution located at 1760 Bay Road in East Palo Alto, California, United States. With a strong focus on providing exceptional property management services, Prodesse Property Group is dedicated to helping clients achieve their real estate goals. Whether you are looking to buy, sell, rent, or invest in properties, their team of experienced professionals is committed to delivering top-notch service and expertise. Trust Prodesse Property Group to guide you through all your real estate needs with integrity and efficiency.
Fidelity Law Offices
Fidelity Law Offices, located at 2225 East Bayshore Road in Palo Alto, California, offers a range of estate planning services to help clients protect their assets and ensure their wishes are carried out. Services include Living Trusts, Wills, Durable Powers of Attorney, and Health Care Directives/HIPAA. The firm also specializes in Advanced Estate Planning, including Special Needs Trusts, Irrevocable Life Insurance Trusts, and Charitable Remainder Trusts. One of the main reasons clients choose Fidelity Law Offices is to avoid the costly and complex probate process. Probate, which involves proving the validity of a will and distributing assets, can be expensive and time-consuming. In California, probate fees are based on the gross value of the estate and can range from 4% - 7%, plus additional costs such as court filing fees, referee costs, real estate appraiser fees, and newspaper notices.
David A. Nearon
David A. Nearon is a reputable law firm located at 2225 East Bayshore Road in Palo Alto, California, United States. Specializing in various areas of law, the institution is known for its commitment to providing top-notch legal services to their clients. With a team of experienced and knowledgeable lawyers, David A. Nearon is dedicated to helping individuals and businesses navigate the complexities of the legal system. Whether you are in need of assistance with a personal injury case, a business dispute, or estate planning, the professionals at David A. Nearon are here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Shepherd Mark R
Shepherd Mark R is a reputable law firm located at 2479 East Bayshore Road in Palo Alto, California. Specializing in various legal matters, the institution offers expert legal services and representation to clients in need of professional assistance. With a team of experienced lawyers, Shepherd Mark R is dedicated to providing top-notch legal solutions tailored to meet the unique needs of each client. Whether you require legal advice, representation in court, or assistance with legal documentation, Shepherd Mark R is committed to delivering exceptional service and achieving the best possible outcomes for their clients.
McMahon Serepca LLP
McMahon Serepca LLP is a prestigious law firm located at 2225 East Bayshore Road in Palo Alto, California. With a team of highly experienced and skilled lawyers, we specialize in providing top-notch legal services to our clients. Our areas of expertise include corporate law, intellectual property, real estate, and more. Whether you are a business owner, individual, or organization, we are dedicated to providing personalized legal solutions to meet your specific needs. Contact us today to schedule a consultation and see how McMahon Serepca LLP can assist you with your legal matters.
Law Office of Einat Arbel
The Law Office of Einat Arbel is a prestigious legal firm located at 2225 East Bayshore Road in Palo Alto, California. Specializing in a wide range of legal services, including business law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing exceptional representation and personalized solutions for our clients. With a commitment to excellence and a track record of success, the Law Office of Einat Arbel is the trusted choice for individuals and businesses seeking expert legal advice and representation in the United States.
Law Offices of Jonathan E. Rattner
The Law Offices of Jonathan E. Rattner is a prestigious legal institution located at 2225 East Bayshore Road in Palo Alto, California. Specializing in various areas of law, this firm is dedicated to providing top-notch legal services to clients in need of expert representation. Led by experienced lawyer Jonathan E. Rattner, the team at this institution is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, the Law Offices of Jonathan E. Rattner is here to help. Contact them today to schedule a consultation.
Castellan Financial Advisors
Castellan Financial Advisors is a leading finance institution located at 2225 East Bayshore Road in the heart of Palo Alto, California. Our team of expert advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on integrity and transparency, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Castellan Financial Advisors is here to help you every step of the way.
Fulfilled Finances LLC
Fulfilled Finances LLC is a leading finance institution located at 2225 East Bayshore Road in Palo Alto, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to provide personalized solutions tailored to your specific needs. Trust Fulfilled Finances LLC to help you secure a prosperous financial future.
Merrill Lynch Financial Advisor Gloria Rothbaum
Merrill Lynch Financial Advisor Gloria Rothbaum is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Gloria, who has a background in technology entrepreneurship, consulting, and investing, leads a practice that caters to a primarily referred clientele of well-educated individuals on the West and East Coasts. Her hands-on, planning-based approach aims to help clients understand their financial story and plan for the future. Gloria's practice focuses on analyzing various aspects of clients' financial situations, offering real-world scenarios and strategies to help them achieve their goals. With a deep understanding of her clients' risk tolerance, liquidity needs, and investment timelines, Gloria acts as a 'professional shopper' to find the best financial solutions for each individual. She also collaborates with specialists at Bank of America to provide a comprehensive suite of services, including wealth management strategies, lending options, tax minimization, and estate planning.
H&R Block
H&R Block is a trusted accounting and finance institution located at 1765 East Bayshore Road in Palo Alto, California. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a go-to destination for individuals and businesses seeking professional assistance with their financial needs. Whether you're looking to file your taxes accurately and efficiently or need help managing your finances, H&R Block's team of experienced professionals is dedicated to helping you achieve your financial goals.
Andersen Tax, LLC
Andersen Tax, LLC is a top-tier accounting and finance institution located in East Palo Alto, California, United States. With a reputation for excellence and expertise in tax services, financial planning, and business consulting, Andersen Tax, LLC is a trusted partner for individuals and businesses looking to navigate complex financial matters. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client, ensuring a high level of service and satisfaction. Whether you are seeking assistance with tax preparation, wealth management, or strategic financial planning, Andersen Tax, LLC is dedicated to helping you achieve your financial goals.
Greenstein Rogoff Olsen & Co (GROCO)
Greenstein Rogoff Olsen & Co (GROCO) is a leading accounting and finance institution located in Palo Alto, California. With a reputation for excellence and expertise in financial services, GROCO offers a wide range of services to individuals and businesses. From tax planning and preparation to wealth management and consulting, the team at GROCO is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a deep understanding of the complexities of the financial world, GROCO is a trusted partner for all your accounting and finance needs. Visit their office at 2479 East Bayshore Road to learn more about how they can help you secure your financial future.
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