TOP 30 Gift tax planning in California

Booze and Brothers Liquor Store is a well-known establishment located at 1370 El Camino Real in Millbrae, California. As a liquor store, it offers a wide selection of alcoholic beverages including wine, beer, spirits, and more. With a focus on quality products and excellent customer service, Booze and Brothers is a go-to destination for those looking to stock up on their favorite drinks or discover new ones. Whether you're planning a party, a cozy night in, or just looking to unwind after a long day, Booze and Brothers Liquor Store has everything you need to elevate your drinking experience.

Los Gatos-Saratoga Observation Nursery School, also known as Mountain School, is a nurturing and supportive community located at 19601 Black Road in Los Gatos, California, United States. Our institution offers a unique educational experience for children, focusing on child development and social skills in a natural environment. We are currently accepting applications for our Summer Camp, with registration open until 3/10 at 11:59PM. Only 12 openings are available for each class, with no priority given for the first session from 6/3 - 6/27. Session 2 camps are currently on hold.

Art's Liquor is a well-known liquor store located at 16000 Main Street in La Puente, California. Offering a wide selection of spirits, beers, wines, and mixers, Art's Liquor is a one-stop shop for all your alcohol needs. With friendly and knowledgeable staff, you can trust that you'll find exactly what you're looking for at this convenient location. Whether you're planning a party, stocking up for the weekend, or simply looking to try something new, Art's Liquor has everything you need to make your next gathering a success. Come visit us today and see why Art's Liquor is the go-to destination for liquor in La Puente.

Victoria Liquor & Market is a popular liquor store located at 2652 Foothill Boulevard in San Bernardino, California. This one-stop shop offers a wide selection of spirits, wines, beers, and mixers for all your party and beverage needs. With friendly staff and competitive prices, Victoria Liquor & Market is a go-to destination for residents and visitors alike. Whether you're looking for a special bottle of wine or stocking up for a big gathering, this store has everything you need to toast to good times.

Mega Liquor Warehouse Inc is a premier liquor store located at 502 West Lambert Road in La Habra, California. As a one-stop shop for all your beverage needs, we offer a wide selection of wines, spirits, beers, and mixers at competitive prices. Our knowledgeable staff is always ready to assist you in finding the perfect drink for any occasion. Whether you're planning a party or simply looking to unwind after a long day, Mega Liquor Warehouse Inc has everything you need to stock your bar. Visit us today and experience the convenience and variety that sets us apart from other liquor stores.

S&H Liquor Store is a well-established liquor store located at 3006 West Manchester Boulevard in Inglewood, California. Offering a wide selection of spirits, wines, beers, and mixers, S&H Liquor Store is your one-stop shop for all your beverage needs. With friendly and knowledgeable staff, you can trust that you will find exactly what you are looking for at this convenient location. Whether you are planning a party, stocking up for a special occasion, or just looking to unwind after a long day, S&H Liquor Store has everything you need to make your experience enjoyable and hassle-free. Visit us today and see why we are a trusted destination for quality beverages in Inglewood.

PCPA Foundation, located in Santa Maria, California, United States, has been dedicated since 1995 to raising funds to support the PCPA Conservatory program. The Foundation board consists of professionals and philanthropists who work tirelessly to support PCPA. They have established the PCPA Endowment Fund with a goal of reaching $10 million, currently at $4.5 million. Each year, 5% of the endowment is distributed to PCPA to supplement operating funds. Donations can be made through planned giving, legacy gifts, monthly contributions, or one-time gifts to the Endowment Fund. Contributions towards operating expenses also help grow the Endowment Fund. The Foundation has a list of dedicated individuals who contribute to the success of PCPA. PCPA is the only resident, professional theatre company on the Central Coast, producing numerous mainstage productions and graduating thousands of students. The conservatory program offers intensive training for aspiring theatre professionals. Legacy gifts have played a significant role in the success of PCPA over the years. Donations are tax-deductible and help support the exemplary training and productions at PCPA. Consider making a gift to ensure the future of this esteemed theatre company.

Affordable Estate Documents, located at 448 Ignacio Boulevard in Novato, California, is dedicated to making the estate planning process easy and cost-effective for individuals. Don't let the government, courts, or strangers control your estate - take control with personalized, high-quality, and up-to-date estate documents at reasonable prices. At Affordable Estate Documents, we believe that with the right information, consumers can make informed decisions about their estate plan documents. Our goal is to make the process of creating effective estate plan documents affordable, convenient, and stress-free. We offer the tools and experience to help you create the documents you need without the expense of hiring an attorney.

A Aaappy's Notary Signing Services is a trusted finance institution located at 294 29th Street in San Francisco, California, United States. We specialize in providing professional notary signing services for a variety of financial transactions. Our experienced team ensures that all documents are accurately notarized and executed in a timely manner. Whether you need a loan signing, real estate closing, or any other financial document notarized, A Aaappy's Notary Signing Services is here to help. Trust us for all your notary needs.

Coastal Academy (TK-8) is a primary school located at 4096 Calle Platino, Oceanside, California, United States. Partnering with parents for quality education since 1999, Coastal Academy is part of The Classical Academies organization, offering award-winning, tuition-free, Certified California Public Charter Schools in North San Diego County. The mission of The Classical Academies is to inspire each student to think critically, communicate effectively, and achieve excellence by providing academic choice. The school is dedicated to developing self-motivated, lifelong learners through a six-fold vision that focuses on academic excellence, personalized learning, and a well-rounded education. Musical theatre and performing arts, athletics, and music programs are offered to students, providing opportunities for creative expression, character development, and community engagement.

Navy Federal Credit Union, located at 41030-B California Oaks Road in Murrieta, California, is a full-service financial institution offering a range of services including banking, finance, and ATMs. In as little as 10 minutes, customers can start investing with Digital Investor’s automated or self-directed tools, or receive personalized guidance from financial advisors. The institution offers business credit card options, assistance programs for entrepreneurs, and exclusive discounts for military members. With a focus on serving the military and their families, Navy Federal Credit Union has grown from 7 members to over 13 million since 1933. Customers can access 24/7 member services and make use of the institution's various financial products and services. Please note that Navy Federal conducts all member business in English, and terms and conditions apply to gift cards and other services.

At Gullotta Law Group, located in Sonoma, California, our focus is on creating estate plans that are uniquely tailored to your life, needs, and goals. Attorney Gullotta will work closely with you to understand your wishes and goals, translating them into legally binding estate planning documents. With our helpful support staff, you will receive assistance throughout the entire process. One important aspect of estate planning is creating an advanced health care directive, which outlines your end-of-life care in the event of serious illness or incapacity. This directive allows you to choose a trusted person to make health care decisions on your behalf, alleviating potential burdens on your family members. It's important to update your directive as your circumstances change, ensuring peace of mind in case of unexpected accidents or illnesses.

Manfred & Hunt, LLP is a prestigious law firm located at 2025 Redwood Road in Napa, California, United States. Specializing in estate planning, our accomplished attorneys are dedicated to helping you and your family achieve your estate planning goals. With a wealth of knowledge in estate, gift, and property tax laws, we aim to simplify the often complex processes of trust administration and probate. Our team of experienced lawyers, with over 40 years of combined experience, provide clear explanations and guidance to ensure that our clients fully understand their estate planning options. We strive to work with speed, predictability, and efficiency to achieve the desired outcomes for our clients.

Jelena Kelleher Law, located at 215 West Portal Avenue in San Francisco, California, is a trusted institution specializing in estate planning. As a dedicated estate planning attorney, Jelena Kelleher helps clients create wills, trusts, trust administration, and navigate the probate process with ease. Jelena believes that the best gift you can leave behind for your loved ones is a well-thought-out estate plan that clearly outlines your wishes. By taking the time to plan for the future, you can alleviate stress and uncertainty for your family during difficult times.

The Law Office of Janet L. Brewer, located at 4 Main Street in Los Altos, California, is dedicated to helping individuals protect their assets and plan for the future generations. With over 30 years of experience as a certified estate planning and probate attorney, Janet Brewer specializes in estate planning for clients in Silicon Valley and the Bay Area. With a focus on international estate planning, Janet can assist non-residents investing in the Bay Area housing market or U.S. citizens with non-resident spouses navigate the complexities of estate and gift taxes. Her expertise in this area ensures that families receive accurate and thorough information to minimize the impact of U.S. estate and gift taxes on their assets.

Kramer Radin, LLP is a well-established law firm located in Los Altos, California, specializing in estate planning, probate, trust administration, conservatorships, and estate management. With a team of experienced legal professionals, the firm offers guidance on a range of related issues such as gifting, charitable giving, business succession planning, elder abuse prevention, and dispute resolution. The firm's goal is to help clients plan and administer their estates wisely to protect assets, minimize legal and tax expenses, and ensure estate protection and continuity. Serving clients in Santa Clara and San Mateo Counties, including Palo Alto, Sunnyvale, Cupertino, and Silicon Valley, Kramer Radin, LLP is dedicated to providing comprehensive legal services in estate planning and related matters. Attorney Advertising. This website provides general information and does not constitute formal legal advice or establish a lawyer/client relationship.

Douglass 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.

DeCarli Law is a reputable institution located at 480 Saint John Street in Pleasanton, California, offering expert legal services in estate and business planning. Lead by experienced lawyer Debra DeCarli, who has been practicing law since 1994, the firm specializes in providing personalized estate planning solutions for families and businesses of all types. Debra's unique background and dedication to her profession make her a trusted advisor in the field. With a focus on serving clients in Pleasanton and Mendocino, California, DeCarli Law offers flexible scheduling, including evening appointments, to accommodate the needs of their clients. They also provide remote estate planning meetings through video conferencing, making it convenient for clients to access their services from anywhere. DeCarli Law emphasizes the importance of hiring a local estate planning attorney, especially after a recent move, to ensure that your estate plan is up to date and reflects your current circumstances. They offer a free strategy session with an estate planning professional to help clients understand the importance of proper estate planning.

Bridge Law LLP is a prestigious law firm located at 2 Union Square in Union City, California, United States. Specializing in domestic and international counsel for families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We can help you restructure and save on various taxes such as property taxes, income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can handle all your legal business needs, including business formations, mergers & acquisitions, and tax planning. We also have a dedicated team of international law attorneys who excel at integrating local and foreign regulations to meet each client's unique business objectives.

Des Jardins Lucille, located at 542 Ocean Street in Santa Cruz, California, is a reputable law institution specializing in estate planning and end-of-life issues. Formerly owned by Lucille Des Jardins, the practice has been passed on to Nicolle (Nicki) Nelson in 2021. With a compassionate and well-rounded perspective, Lucille and her team provide patient and empathetic assistance to clients, ensuring clear communication and easy-to-understand guidance. Clients praise the institution for making the planning process easier than expected, offering peace of mind and security for both themselves and their loved ones. Whether you are looking to plan your estate or navigate difficult family situations, Des Jardins Lucille is there to provide expert legal support. Visit their website to learn more about their services and how they can help you.

John D. Laughton, A Professional Law Corporation is a reputable law firm located at 215 West Franklin Street in Monterey, California. Specializing in various legal services, including but not limited to estate planning, probate, and trust administration, the firm is dedicated to providing high-quality legal representation to its clients. With a team of experienced lawyers led by John D. Laughton, the firm offers personalized and professional legal advice to meet the unique needs of each client. Whether you are looking to plan for your future or need assistance with legal matters, John D. Laughton, A Professional Law Corporation is here to help.

Ellahie Law Firm is a reputable lawyer institution located at 2542 South Bascom Avenue in Campbell, California, United States. They specialize in estate planning services and have additional locations in San Francisco. During these challenging times, Ellahie Law Firm remains dedicated to serving their clients and is available for consultations by phone at 408.579.1282. Whether you are in need of legal advice or assistance with estate planning, Ellahie Law Firm is here to help. Contact them today to schedule a consultation.

Cathy Start - State Farm Insurance Agent is a reputable insurance agency located at 33331 Alvarado-Niles Road in Union City, California. With over 30 years of experience as a State Farm Agent, Cathy Start is dedicated to serving all your financial and insurance needs. The institution has received numerous accolades and awards, including Legion of Honor Qualifier, Bronze Tablet Qualifier, Silver Scroll Qualifier, Golden Triangle Award, and Crystal Excellence Award. They are also a National Convention Qualifier. Conveniently located next to Bank of the West, Cathy Start - State Farm Insurance Agent offers services in both English and Tagalog. While auto online quoting is not available at this time, customers are encouraged to call, text, visit, or ask for an auto quote in person.

Jason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.

Sterling Certified Public Accountants, Inc is a reputable accounting and finance institution located at 4305 Hacienda Drive, Pleasanton, California, United States. With a team of highly skilled and experienced professionals, they offer a wide range of accounting services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and dedication to providing top-notch services make them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or require expert advice for your company, Sterling Certified Public Accountants, Inc is the go-to institution for all your accounting needs.

Benjamin Bourgault, esq. is a law firm located at 424 South Main Street in Templeton, California, United States. Specializing in Probate Avoidance, Inheritance Law, and Estate Planning, attorney Benjamin Bourgault helps clients navigate the complexities of transferring wealth to the next generation in California. With increasing property values and changing legislation, estate planning can be a daunting task, but Benjamin Bourgault works closely with clients to find legal solutions that meet their individual needs. With a focus on providing clear and straightforward explanations of estate planning tools, clients can trust Benjamin Bourgault to guide them through the process. Contact the office at (805) 392-3302 for more information and to schedule a consultation.

Wealth Care Lawyer, located at 1008 Palm Street in San Luis Obispo, California, offers a personalized and orchestrated approach to legacy planning. Led by K. Gottlieb, Esq., a recognized Super Lawyer in the field of estate planning, the institution provides premier estate planning services in SLO and Cayucos. With a background as a physician, Gottlieb brings a unique empathetic approach to estate planning, understanding family dynamics and emotional challenges. His problem-solving skills as a lawyer ensure comprehensive guidance for clients facing complex estate matters. Wealth Care Lawyer is dedicated to helping clients navigate the intricacies of legacy planning with personalized and expert advice.

Living Trust Express is a trusted law firm located at 900 East Grand Avenue in Arroyo Grande, California. Our experienced lawyers specialize in creating living trusts to help individuals protect their assets and ensure their wishes are carried out. Whether you are looking to plan for the future or need assistance with estate planning, our team is dedicated to providing personalized and professional services. Contact us today to schedule a consultation and take the first step towards securing your legacy.

Melissa Gozukizil, Founder of Mindful Capital Strategies & Insurance Solutions, located at 1734 Paso Robles Street, Oceano, California, is a boutique financial practice dedicated to serving professional advisors and helping individuals enjoy their wealth while building strong legacies. With a focus on authentic relationships and straightforward financial advice, Melissa and her team are committed to providing honest guidance and fostering trusting relationships with their clients. As independent financial professionals, Melissa and her team spend time educating clients about their options to help them make the best decisions for their financial future. They believe that the greatest gift they can offer is peace of mind, and strive to help clients prepare for strong, meaningful futures while enjoying their success today.

Living Trust Express is a trusted legal institution located at 515 East Clark Avenue in Orcutt, California. Our team of experienced lawyers specializes in creating living trusts to protect your assets and ensure your wishes are carried out. With personalized service and attention to detail, we make the process of setting up a living trust easy and stress-free. Whether you are planning for the future or need to update an existing trust, Living Trust Express is here to help. Trust us to provide expert guidance and support every step of the way.