Estate planning trust services in Saratoga, California
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Affordable Living Trusts
● OpenAffordable Living Trusts, located at 14567 Big Basin Way in Saratoga, California, has been successfully protecting and settling estates for over 35 years. With trust packages starting at just $499, our comprehensive and time-tested law office trusts offer affordable protection for your loved ones. Our trust packages provide two affordable paths to the same comprehensive protection, ensuring that your assets are safeguarded for the future. We encourage you to watch our informative video series on the importance of a living trust and the drawbacks of wills and joint tenancy.
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Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedHerminia Ojeda - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 920 Saratoga Avenue in San Jose, California. Specializing in providing personalized financial planning and investment advice, Herminia Ojeda helps clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and offering comprehensive financial solutions, Herminia Ojeda is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact Herminia Ojeda today to start your journey towards financial success.
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The Law Offices Of Dennis Alan Lempert
● OpenThe Law Offices Of Dennis Alan Lempert is a reputable law firm located at 100 Saratoga Avenue in Santa Clara, California. Specializing in various legal matters, the firm is led by experienced attorney Dennis Alan Lempert who is dedicated to providing top-notch legal services to clients in need. With a focus on professionalism, integrity, and personalized attention, The Law Offices Of Dennis Alan Lempert is committed to achieving the best possible outcomes for their clients. Whether you are facing a legal issue or seeking legal advice, you can trust in the expertise and dedication of this esteemed law firm.
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Woodard & Associates
● ClosedWoodard & Associates is a renowned institution located at 21025 Bank Mill Lane in Saratoga, California, United States. Specializing in interior design and home remodeling, our team, led by principal designer Carol Woodard, ASID, brings a wealth of resources to Silicon Valley projects. Our clients, many of whom are busy female executives, trust us to handle the details and bring their design dreams to life. With award-winning talent, expertise in sourcing the best materials, and attentive project management, we strive to exceed expectations and transform spaces. Recognized with the NARI Lifetime Achievement Award in April 2019, Carol Woodard is a trusted expert in the industry. She was also featured on Joe Cucchiara’s podcast, Real Estate Radio Live, discussing the importance of interior design in creating healthy living and working environments.
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Ainer & Fraker LLP
● ClosedAiner & Fraker LLP is a prestigious finance and law firm located at 14500 Big Basin Way in Saratoga, California. Specializing in a wide range of financial and legal services, our experienced team of lawyers is dedicated to providing top-notch representation and strategic advice to our clients. Whether you need assistance with estate planning, business law, or any other financial matter, Ainer & Fraker LLP is here to help. Trust us to navigate the complexities of the legal system and help you achieve your goals. Contact us today to schedule a consultation.
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Law Offices of Richard J. Hess
● ClosedThe Law Offices of Richard J. Hess is a trusted estate planning lawyer located in Saratoga, California. Richard J. Hess specializes in creating personalized estate plans using Wills, Revocable Living Trusts, Durable Powers of Attorney, Advance Health Care Directives, and Grant Deeds. With over years of experience, Richard can help you ensure that your estate is handled according to your wishes, not by the courts. During your free initial consultation, Richard will discuss the basics of estate planning and help you decide on the appropriate plan for your situation. All necessary information will be gathered during this meeting, and within two weeks, your documents will be drafted. Wills and revocable living trusts will have plain language summaries attached for easy understanding. A second appointment will be scheduled to finalize your paperwork, giving you peace of mind knowing that your family's future is secure.
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Davies Thomas W
● ClosedDavies Thomas W is a reputable law firm located at 14625 Big Basin Way in Saratoga, California. Specializing in various areas of law, the experienced team at Davies Thomas W is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with a personal injury case, estate planning, or business law matters, the skilled attorneys at Davies Thomas W are here to help. With a commitment to excellence and a track record of success, Davies Thomas W is a trusted choice for all your legal needs.
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Douglass Law Group
● ClosedDouglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California. Specializing in providing expert legal representation in estate planning, probate, and trust administration, our boutique law firm caters to clients in Santa Clara County, Silicon Valley, and throughout California. Lead attorney Judith Douglass, a certified Estate Planning, Trust & Probate Law Specialist, brings a wealth of experience and a strong commitment to offering high-quality legal services. With a client-centered approach, we offer a range of services tailored to protect your assets and ensure a seamless transition for your loved ones.
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The Law Offices Of Janis A Carney
● ClosedThe Law Offices of Janis A. Carney is a trusted legal firm located in Los Gatos, California. Specializing in various areas of law, including family law, estate planning, and business law, Attorney Janis A. Carney provides expert legal counsel and representation to clients in the Los Gatos area. With a dedication to providing personalized and effective legal solutions, clients can trust in the expertise and professionalism of The Law Offices of Janis A. Carney.
266 Saratoga-Los Gatos Rd, Los Gatos, CA 95030, United StatesAdvertisements -
Tran & Associates
● OpenTran & Associates is a reputable law firm located in Saratoga, California, United States. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Specializing in a variety of practice areas, including personal injury, family law, and estate planning, we are committed to helping our clients navigate the complexities of the legal system. With a focus on personalized attention and effective representation, Tran & Associates is the trusted choice for individuals seeking experienced and reliable legal counsel. Contact us today to schedule a consultation.
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Douglas Barnes LLP
● ClosedDouglas Barnes LLP is a prestigious law firm located at 14414 Oak Street in Saratoga, California. Specializing in various areas of law, including corporate, real estate, and litigation, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a strong track record of success and a commitment to excellence, Douglas Barnes LLP is the trusted choice for individuals and businesses seeking expert legal representation. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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Hales & George, Inc.
● ClosedHales & George, Inc. is a family-owned law practice located at 19040 Cox Avenue in Saratoga, California. Since 1972, our experienced attorneys have been serving thousands of clients with expertise in estate planning, trust administration, probate, estate and gift tax, and business planning. Our team of highly trained professionals is dedicated to providing first-class service to our clients. Our firm specializes in providing high-quality Estate and Business Planning services, including creating comprehensive estate plans that include a Revocable Living Trust, Pour-Over Will, Durable Power of Attorney, and more. We also assist with trust administration to simplify the process for named Trustees, while avoiding probate, limiting taxes, and ensuring assets are distributed to intended beneficiaries.
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Law Offices of Miriam Behman Brody
● ClosedThe Law Offices of Miriam Behman Brody is a reputable legal institution located at 19040 Cox Avenue in Saratoga, California. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a focus on personalized attention and strategic legal counsel, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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Kohler Legacy Law Group
● OpenKohler 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.
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Northwestern Mutual
● OpenNorthwestern Mutual is a finance and insurance agency located at 1190 Saratoga Avenue, San Jose, California, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals with personalized insurance plans. We offer a wide range of financial options, including investments and insurance, designed to meet your specific needs. With our top financial strength ratings and recognition for outstanding customer experience, you can trust us to help you secure your financial future. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies tailored to your individual goals. Whether you're planning for retirement, buying a home, or starting a family, we are here to guide you through life's milestones. Connect with us today to start planning for the life you've always wanted with Northwestern Mutual.
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ARIA Wealth Management
● ClosedARIA Wealth Management is a leading finance institution located at 20640 3rd Street in Saratoga, California, United States. With a focus on personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ARIA Wealth Management offers comprehensive services tailored to meet your individual needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure a brighter financial future.
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Cathleen Petersen Financial
● ClosedCathleen Petersen Financial is a reputable finance institution located at 14583 Big Basin Way in Saratoga, California, United States. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Cathleen Petersen Financial is here to provide you with the guidance and support you need. Trust in our expertise and experience to help you secure your financial future.
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Sarada Majumder CPA
● ClosedSarada Majumder CPA is a reputable accounting and finance institution located at 14573 Big Basin Way in Saratoga, California, United States. With a team of qualified professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust Sarada Majumder CPA for accurate and reliable financial advice to help them achieve their goals.
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Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™
● ClosedEdward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ is a reputable finance institution located at 12297 Saratoga Sunnyvale Road in Saratoga, California, United States. As a dedicated financial advisor, Glynis A Wineinger, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Glynis A Wineinger, AAMS™ provides expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ is committed to helping clients secure their financial future.
12297 Saratoga Sunnyvale Rd Suite 200, Saratoga, CA 95070, United StatesAdvertisements -
Stephens Michael
● OpenStephens Michael is a reputable finance institution located at 19040 Cox Avenue in Saratoga, California, United States. With a strong commitment to providing top-notch financial services, Stephens Michael is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Stephens Michael has a team of experienced professionals ready to assist you. Trust Stephens Michael to provide you with expert financial guidance and support to help you secure a prosperous financial future.
19040 Cox Ave # 2, Saratoga, CA 95070, United StatesAdvertisements -
BetterWealth
● ClosedBetterWealth is a leading financial institution located at 1475 Saratoga Avenue in San Jose, California. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the individual needs of each client. Trust BetterWealth to provide you with expert financial advice and guidance to help you build a better financial future.
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H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 1426 El Paseo de Saratoga in San Jose, California. With a strong presence in the United States, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their team of experienced professionals are dedicated to providing top-notch service and expertise to help individuals and businesses navigate their financial needs effectively. Whether you're looking for assistance with tax filing or need help with financial planning, H&R Block is here to help.
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