The 30 Best Estate planning strategies in Oakland, California

StackedLife Financial Strategies is an innovative insurance agency located in the heart of Oakland, California. Our team of experienced professionals is dedicated to providing personalized financial strategies to help our clients achieve their goals and protect their assets. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to help you navigate the complex world of finance. Visit us at 505 14th Street to learn more about how StackedLife Financial Strategies can help you secure your financial future.

Davidson Estate Law is a trusted law firm located in Oakland, California, specializing in estate planning and probate law. Our experienced team of lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out effectively. Whether you are looking to create a will, establish a trust, or navigate the probate process, we are here to provide expert legal guidance every step of the way. Visit us at 1300 Clay Street to discuss your estate planning needs today.

In Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.

Balance Financial Planning, LLC is a reputable finance institution located at 5438 Shafter Avenue in Oakland, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, plan for your children's education, or manage your investments, our team is here to provide expert guidance and support. Trust Balance Financial Planning, LLC to help you achieve financial balance and security for the future.

Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.

Curtis Financial Planning is a reputable finance institution located at 2655 Haverhill Drive in Oakland, California. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or seeking to grow your wealth, Curtis Financial Planning is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Communitas Financial Planning is a finance institution located in the bustling city of Oakland, California. 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 save for retirement, invest in the stock market, or plan for your children's education, we are here to help guide you every step of the way. Visit us at our convenient location at 1904 Franklin Street to start your journey towards financial success today.

Marin Wealth Advisors LLC Oakland is a premier finance institution located at 1901 Harrison Street in Oakland, California. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment strategies, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Marin Wealth Advisors LLC Oakland is here to guide you every step of the way.

Mynd Property Management in Oakland, California is a leading finance institution specializing in property management services. Located at 1611 Telegraph Avenue, our team of experts is dedicated to helping property owners maximize their investments by providing top-notch management solutions. Whether you own a single property or a portfolio of properties, we offer personalized services to meet your specific needs. With our industry knowledge and commitment to excellence, you can trust Mynd Property Management to handle all aspects of property management with professionalism and efficiency. Contact us today to learn more about how we can help you achieve your property management goals.

Silver Law Firm is a renowned legal institution located at 1211 Embarcadero in Oakland, California. As a leading law firm in the United States, we specialize in providing expert legal services to our clients. Our team of experienced lawyers is dedicated to providing top-notch legal representation in various areas of law. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Silver Law Firm is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

The Law Offices of Marla Samora, located at 1939 Harrison Street in Oakland, California, is a dedicated team of lawyers who believe in providing accessible and zealous advocacy for their clients. Specializing in immigration law, they are committed to ensuring that everyone has the right to security and safety in their chosen place of residence. With a focus on finding creative solutions to complex immigration issues, the team at the Law Offices of Marla Samora works closely with each client to assess their individual circumstances and develop the best legal strategy for their case. Whether you are facing deportation, seeking asylum, or navigating the visa process, their experienced attorneys are here to help.

Raymond Investments is a reputable financial institution located at 1461 Alice Street in Oakland, California. With a strong commitment to providing top-notch investment services, Raymond Investments offers a wide range of financial products and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, our team of experienced advisors is here to help. Trust Raymond Investments to guide you towards a secure financial future.

6th & Oak Associates is a reputable real estate agency located at 609 Oak Street in Oakland, California, United States. With years of experience in the industry, our team of dedicated professionals is committed to providing top-notch real estate services to our clients. Whether you are looking to buy, sell, or rent a property, we are here to help you every step of the way. Contact us today to learn more about how we can assist you with your real estate needs.

New York Life, located at 180 Grand Avenue in Oakland, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Additionally, they provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance to create investment strategies, estate plans, and solutions for various financial needs. They also provide insurance options for employees, executives, small businesses, and more. Their diverse workforce reflects the communities they serve, ensuring personalized and inclusive service.

Leana's On International is a reputable finance and insurance agency located at 8209 International Boulevard in Oakland, California. With a dedicated team of professionals, Leana's On International offers a wide range of financial services and insurance options to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, Leana's On International is committed to providing top-notch service and personalized solutions. Visit us today to experience the expertise and reliability that sets us apart in the industry.

Money Management International (MMI) is a nonprofit institution located at 1901 Harrison Street, Oakland, California. MMI offers financial education and counseling services to individuals facing challenges with debt, budgeting, housing, and student loans. Counseling services are available over the phone, online, and in-person by appointment at select locations. MMI's in-person counseling services are available during specific times, while telephone counseling is available 24/7. Online counseling is also an option for those who prefer a self-directed approach. MMI strives to help individuals manage their finances effectively and achieve financial stability.

Lauren G. Govain-Eastman is a reputable finance institution located at 2030 8th Avenue in Oakland, California, United States. With a strong commitment to providing top-notch financial services, our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your unique needs. Trust Lauren G. Govain-Eastman to be your partner in financial success.

Bornstein & Bornstein Law Group is a reputable law firm located in Oakland, California. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with a family law matter, or require representation in a criminal defense case, our skilled attorneys are here to help. With a commitment to excellence and a proven track record of success, Bornstein & Bornstein Law Group is the trusted choice for all your legal needs. Visit us at 2701 Telegraph Avenue to schedule a consultation today.

The Law Offices of Jennifer R. Solomon, located at 420 3rd Street in Oakland, California, is dedicated to helping clients navigate through complex legal challenges. Jennifer believes that even the most daunting issues can be tackled by breaking them down into manageable pieces. By laying a solid foundation for each case, piece-by-piece, she is able to build convincing arguments based on sound evidence. With a focus on achieving the desired outcome for her clients, Jennifer is committed to providing top-notch legal representation. Don't wait to address your important legal matters - contact the Law Offices of Jennifer R. Solomon today.

Cooc & Associates P.C. is a renowned law firm located in Oakland, California, United States. With a prime location at 212 9th Street, this institution specializes in providing top-notch legal services to clients in need of expert legal representation. The team of skilled lawyers at Cooc & Associates P.C. is dedicated to offering personalized and effective solutions to a wide range of legal issues. Whether you require assistance with business law, family law, or any other legal matter, you can trust Cooc & Associates P.C. to provide professional guidance and support every step of the way. Contact them today to schedule a consultation and learn more about how they can help you achieve your legal goals.

Vaught & Boutris LLP is a prestigious accounting, finance, and legal institution located at 7677 Oakport Street in Oakland, California. With a team of experienced professionals, they provide expert services in financial planning, tax preparation, auditing, and legal representation. Their commitment to excellence and dedication to client satisfaction have earned them a reputation as a trusted partner for individuals and businesses seeking comprehensive financial and legal solutions. Whether you need assistance with tax compliance, financial consulting, or legal advice, Vaught & Boutris LLP is here to help you navigate the complexities of the financial and legal landscape with confidence and peace of mind.

The Law Offices of Joel A. Harris, located at 511 West 3rd Street in Antioch, California, is a trusted institution specializing in Estate Planning, Trust, and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this field, ensuring that your family's future is in good hands. Estate planning is essential for everyone, regardless of the size of their estate, as it allows you to control how your assets are distributed after your passing. The goal is to minimize taxes, legal fees, and court costs while ensuring your wishes are carried out. Conveniently located near downtown Antioch, the Law Offices of Joel A. Harris is easily accessible from surrounding areas such as Pittsburg, Concord, Walnut Creek, and Brentwood. Antioch serves as a central hub in the East Bay region, offering a mix of historical landmarks, retail establishments, and entertainment venues. If you're in the area, be sure to explore downtown Antioch and its rich history.

Littorno Law Group is a reputable institution located at 2211 Railroad Avenue in Pittsburg, California. With additional office locations in Pleasant Hill, San Diego, and San Mateo, our experienced team assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, as well as Veteran’s Benefits. We specialize in various areas of estate planning and aim to save our clients time and money by providing guidance on the basics of estate planning and associated tax issues. Our firm serves clients throughout Contra Costa County, including cities such as Antioch, Brentwood, Concord, Pleasanton, San Ramon, Oakland, San Diego, and San Mateo. Trust Littorno Law Group to provide expert legal assistance for all your estate planning needs.

LaVelle Law Offices, located at 505 14th Street in Oakland, California, is a boutique law firm with the resources of larger firms. Founded by Mr. LaVelle, a graduate of Santa Clara University of Law, the firm is dedicated to providing compassionate and affordable legal services. Specializing in Bankruptcy, Estate Planning, and Employment Law, LaVelle Law Offices offers a free one hour consultation at any of their six locations throughout California. With a commitment to serving the public and a focus on justice, the attorneys at LaVelle Law Offices are attentive, knowledgeable, and always available to answer your questions. Contact them today for expert legal representation.

The Law Offices of WookSun Hong is a reputable legal institution located at 125 12th Street in Oakland, California, United States. With a focus on providing expert legal services, the firm is known for its dedication to achieving favorable outcomes for clients in a variety of legal matters. Led by experienced attorney WookSun Hong, the firm offers personalized and strategic representation to individuals and businesses in need of legal assistance. Whether you are facing a complex litigation case or need guidance on legal matters, the Law Offices of WookSun Hong is committed to providing high-quality legal services tailored to meet your specific needs. Contact us today to schedule a consultation and learn how we can help you navigate the legal system with confidence.

The Thomas Hogan Law Office, located at 1300 Clay Street in Oakland, California, offers a unique combination of legal and financial expertise. With over 40 years of experience as a Family & Tax Law Attorney and licensed CPA, Thomas Hogan is dedicated to providing effective results in areas such as Tax, Audit, Estate Law, and matters with the IRS. The office specializes in services such as Divorce, Child Custody, Audits, Income Tax problems, Estate Planning, and more. Serving Stanislaus, Merced, San Joaquin, and Tuolumne Counties, the Law Office of Thomas P. Hogan is committed to providing quality legal representation in various areas of law. With a personalized approach to each client, Mr. Hogan and his staff are dedicated to providing expert legal advice and representation. Contact the office at (209) 492-9335 or email [email protected] for more information.

Amaral Industries Common Law is a prestigious law firm located in Oakland, California. Our dedicated team of experienced lawyers specializes in common law cases, providing expert legal representation to clients in need. With a strong commitment to upholding justice and advocating for our clients' rights, we strive to achieve the best possible outcomes in every case. Visit us at 10732 Mark Street to learn more about how we can assist you with your legal needs.

ATA Law Group is a reputable law firm located in Oakland, California. Our experienced team of attorneys provides expert legal services in various practice areas including personal injury, immigration law, criminal defense, and more. We are dedicated to providing high-quality legal representation and personalized attention to our clients. Whether you are facing a complex legal issue or need guidance through a challenging legal process, ATA Law Group is here to help. Contact us today to schedule a consultation at our office on 4030 Martin Luther King Junior Way.

Knox & Ross Law Group is a reputable institution located at 3661 Grand Avenue in Oakland, California. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax preparation, financial planning, or legal representation, our knowledgeable staff is here to guide you every step of the way. Trust Knox & Ross Law Group for all your accounting, finance, and legal needs in the Oakland area.

Upscale Tax Professionals is a premier accounting, finance, health, and insurance agency located at 248 3rd Street in Oakland, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, insurance coverage, or healthcare options, we are here to help. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and secure their future. Visit us today to experience the upscale difference in financial services.