TOP 10 Estate tax planning in Pleasant Hill, California

Burr Tax & Financial Services is a reputable accounting and finance institution located at 367 Civic Drive in Pleasant Hill, California, United States. With a team of experienced professionals, we provide a wide range of tax and financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and more. Trust Burr Tax & Financial Services for all your accounting and financial needs.

Owl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.

Retirement Wealth & Tax Advisors is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. Our team of experienced advisors specializes in helping individuals plan for retirement, manage their wealth, and navigate complex tax situations. We provide personalized strategies tailored to each client's unique financial goals and circumstances. Whether you are looking to grow your retirement savings, minimize tax liabilities, or create a comprehensive financial plan, our team is here to help you achieve financial security and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Tax Home is a reputable institution located at 1941 Oak Park Boulevard in Pleasant Hill, California, specializing in accounting and finance services. Our team of experts is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With years of experience in the industry, we are committed to helping our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax filing or strategic financial planning, Tax Home is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Axion Tax & Beyond is a reputable finance institution located at 2258 Monument Boulevard in Pleasant Hill, California, United States. Specializing in tax services and beyond, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Axion Tax & Beyond is dedicated to providing expert guidance and support to help clients navigate the complexities of tax and financial planning. Whether you need assistance with tax preparation, accounting, or financial consulting, Axion Tax & Beyond is committed to helping you achieve your financial goals.

Gamarra CPA Inc. is a reputable institution specializing in tax preparation and foreign asset compliance located at 70 Doray Drive, Pleasant Hill, California, United States. With a focus on accounting and finance, our expert team works diligently to develop effective tax strategies for individuals and businesses, aiming to minimize liabilities and maximize deductions. We offer current and back tax filings, as well as assistance with navigating complex tax laws. In addition, we provide services such as Streamlined Domestic Offshore Compliance, gift tax planning, international and crypto tax services, and representation for IRS and state audits. Our team also offers a full range of tax services for businesses, including tax planning, preparation, compliance, and consulting.

Arbor Financial Group is a leading finance institution located at 742 Hamilton Drive in Pleasant Hill, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or secure a loan, Arbor Financial Group is here to help. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and excellent service. Contact us today to learn more about how we can assist you with your financial needs.

The Law Office of Jeffrey Hall, Inc is a trusted legal institution located at 391 Taylor Boulevard in Pleasant Hill, California. Specializing in various areas of law, including estate planning, elder law, and probate, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, we strive to achieve the best possible outcomes for our clients. Contact us today for expert legal guidance and representation.

Acuña Regli, LLP is a reputable law firm located at 3478 Buskirk Avenue in Pleasant Hill, California. Specializing in a variety of legal services, the experienced team at Acuña Regli, LLP is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with family law, estate planning, business law, or any other legal matter, you can trust the professionals at Acuña Regli, LLP to handle your case with skill and expertise. Contact them today to schedule a consultation and see how they can help you navigate the complexities of the legal system.

Barr & Douds Attorneys is a trusted law firm specializing in trust and estate litigation, located at 318 Diablo Road in Danville, California. Our experienced attorneys serve clients throughout Northern California, including San Francisco, Pleasant Hill, Livermore, Pleasanton, Richmond, Berkeley, Oakland, and Walnut Creek. With over 20 years of experience, our team has successfully handled a wide range of disputes involving trustees, beneficiaries, and heirs. Whether you need assistance with conflict resolution, estate planning, or plan review, our dedicated lawyers are here to help. Trust Barr & Douds Attorneys for all your trust and estate legal needs.

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.

The Law Office of Jane K. Penhaligen is a reputable legal institution located at 3478 Buskirk Avenue in Pleasant Hill, California. Specializing in various areas of law, including personal injury, family law, and estate planning, Attorney Jane K. Penhaligen and her team are dedicated to providing top-notch legal services to clients in the greater Pleasant Hill area. With a commitment to personalized attention and excellent representation, the Law Office of Jane K. Penhaligen is a trusted resource for individuals seeking expert legal guidance and advocacy.

Located in Pleasant Hill, California, Park Legacy Law Firm is a trusted institution specializing in estate planning. Whether you need assistance with wills, trusts, or taxes, our team of experienced lawyers is here to guide you through the process. We understand that estate planning can often feel overwhelming and confusing, which is why we are dedicated to providing clarity and peace of mind to our clients. Join us on April 2nd, 2024 for a Game-Changing Estate Planning Event where you can learn more about how to protect your assets and provide for your loved ones. Our Personal Family Lawyer will work closely with you to ensure that your wishes are carried out and your family is taken care of. Say goodbye to the mystery of estate planning and trust Park Legacy Law Firm to help you secure a bright future for your family.

The Law Office of Fiona Q. Burger is a reputable legal practice located at 25A Crescent Drive in Pleasant Hill, California. Specializing in various areas of law, Fiona Q. Burger and her team provide expert legal advice and representation to clients in need of professional guidance. With a commitment to excellence and a dedication to serving the community, The Law Office of Fiona Q. Burger is a trusted resource for individuals seeking legal assistance in the United States.

A, T, & P Legal is a reputable law firm located at 101 Gregory Lane in Pleasant Hill, California. With a team of experienced and dedicated lawyers, we provide expert legal services to individuals and businesses in a wide range of practice areas. Our firm is committed to delivering personalized and effective legal representation, ensuring that our clients receive the best possible outcome for their legal matters. Whether you are facing a complex litigation case or need assistance with estate planning, A, T, & P Legal is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Law Offices of Oliver Greenwood, located in Pleasant Hill, California, is dedicated to helping clients navigate the complexities of legal action. Specializing in probate, conservatorship, guardianship, and trusts, our team is committed to providing clear and understandable guidance. At our office on Civic Drive, we work closely with clients to develop personalized plans that lead to successful outcomes. Whether you have questions about your options or need assistance with legal matters, our experienced team is here to help.

David Bowie Law Office is a reputable legal institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a strong track record of success, we strive to deliver the best possible outcomes for our clients. Whether you are in need of legal advice, representation, or advocacy, you can trust David Bowie Law Office to handle your case with professionalism and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Law Offices of Joel A. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is a top estate planning attorney specializing in Estate Planning, Trust and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this area, ensuring that your family's future is secure. Everyone has an estate, no matter how large or modest, and it is important to plan ahead to ensure your wishes are carried out. Estate planning involves more than just deciding who gets what after you pass away - it also involves minimizing taxes, legal fees, and court costs. Conveniently located near downtown Walnut Creek, the Law Offices of Joel A. Harris is easily accessible from surrounding communities such as Lafayette, Orinda, Danville, Alamo, Concord, Pleasant Hill, and Martinez. The office is situated near landmarks such as Lindsay Wildlife Museum, Mount Diablo State Park, and Ruth Bancroft Garden.

Schneer Richard A is a reputable law firm located at 3478 Buskirk Avenue in Pleasant Hill, California. Specializing in various legal matters, the institution provides expert legal services to clients in the United States. With a team of experienced and knowledgeable lawyers, Schneer Richard A is dedicated to representing clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, this institution is committed to providing top-notch legal services tailored to meet your individual needs. Contact Schneer Richard A today to schedule a consultation and discuss your legal needs.

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.

The Marsalli Law Firm is a reputable legal institution located at 3478 Buskirk Avenue in Pleasant Hill, California. With a team of experienced and dedicated attorneys, they provide expert legal services in various practice areas such as personal injury, family law, criminal defense, and more. Clients can expect personalized attention and top-notch representation when working with The Marsalli Law Firm. Their commitment to achieving the best possible outcomes for their clients sets them apart as a trusted source for legal assistance in the United States.

The Law Offices of Marnie Jubelirer is a reputable legal firm located at 2255 Contra Costa Boulevard in Pleasant Hill, California. Led by experienced attorney Marnie Jubelirer, the firm specializes in providing expert legal services in various areas of law including family law, estate planning, and civil litigation. With a strong commitment to client satisfaction and a proven track record of successful outcomes, the Law Offices of Marnie Jubelirer is dedicated to providing personalized and effective legal representation to individuals and families in the Pleasant Hill area and beyond. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Ray T Rockwell Law Offices is a reputable law firm located at 2255 Morello Avenue in Pleasant Hill, California. Specializing in various fields of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, our skilled attorneys are here to help. Trust Ray T Rockwell Law Offices to handle your legal needs with professionalism and expertise.

Schmit Law Office is a reputable legal institution located at 2199 Norse Drive in Pleasant Hill, California. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal representation and guidance to their clients. Whether you are in need of assistance with family law, estate planning, or business law, Schmit Law Office is committed to helping you navigate the complexities of the legal system. With a focus on professionalism and client satisfaction, this institution is a trusted resource for individuals seeking expert legal advice in the United States.

The Law Office of Jessica R. Ward is a reputable legal institution located at 3478 Buskirk Avenue in Pleasant Hill, California. Specializing in various areas of law, including family law, estate planning, and business law, Jessica R. Ward and her team provide personalized and professional legal services to clients in the United States. With a commitment to excellence and a track record of successful outcomes, the Law Office of Jessica R. Ward is dedicated to advocating for the rights and interests of their clients. Contact them today for expert legal advice and representation.

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.

Greg Gorski CFP® is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. They specialize in managing assets for clients, with a minimum requirement of $500,000 in aggregate assets for their management services. Fees for their services are negotiable and can be paid either as a percentage of the account balance or as an up front annual fee. In addition to asset management, they also offer financial planning services based on clients' net worth and complexity of the case. Owl & Ore, the parent company of Greg Gorski CFP®, is a Registered Investment Advisor operating in California, Texas, and other exempt jurisdictions. For more information on their fees and services, please refer to their firm ADV Part II link.

The ACE Fiduciary Group is a leading finance institution located at 101 Gregory Lane in Pleasant Hill, California, United States. We specialize in providing expert fiduciary services to our clients, helping them manage their finances and assets with precision and care. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each individual or organization we serve. Trust The ACE Fiduciary Group to safeguard your financial future and provide sound advice every step of the way.

Sally Ng CFP is a reputable finance institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California. As a Certified Financial Planner, Sally Ng offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a strong focus on personalized solutions and exceptional customer service, Sally Ng CFP is dedicated to providing clients with the support and guidance they need to make informed financial decisions. Whether you are planning for retirement, investing for the future, or managing your finances, Sally Ng CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Genworth Financial Wealth Management is a leading finance institution located at 2300 Contra Costa Boulevard in Pleasant Hill, California, United States. Specializing in wealth management services, Genworth Financial offers personalized financial planning, investment strategies, and retirement solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Genworth Financial provides expert guidance and tailored recommendations to help individuals and families build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Genworth Financial Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.