The Best Inheritance and gift tax planning and execution in California

Poyner Law Firm is a trusted estate planning firm located at 16450 Los Gatos Boulevard in Los Gatos, California. With over 50 years of experience, we specialize in estate planning, estate administration, and trusts & wills. Our team takes the time to build relationships with our clients in order to tailor each estate plan to fit their unique needs. Our clients come from diverse backgrounds and live and work throughout the Bay Area. From executives of publicly traded companies to young families, we have worked with a wide range of clients on their estate planning needs. Jessica J. Poyner, a specialist in Trust, Estate, and Probate Law, leads our team of experts.

Estate Plan Inc is a reputable law firm located at 352 3rd Street in Laguna Beach, California, United States. Specializing in estate planning, our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out effectively. Whether you need assistance with wills, trusts, or probate matters, Estate Plan Inc is committed to providing personalized and comprehensive legal services tailored to meet your specific needs. Contact us today to schedule a consultation and take the first step towards securing your family's future.

Koons & Riswold, A Law Corporation is a trusted institution located at 231 G Street in Davis, California. Specializing in estate planning and probate law, our team of dedicated lawyers strive to create effective and affordable estate plans that help clients avoid probate. Whether you need a Living Trust, Will, Power of Attorney, or Advance Health Care Directive, we are here to assist you with personalized attention. We understand the complexities of probate, trust administration, and conservatorships, and aim to make the process as smooth as possible for our clients. With a focus on efficiency and timely service, we ensure that all legal matters are handled with care and attention to detail. Our experienced attorneys, Erin Riswold, Tim Riswold, and Ed Koons, are committed to serving the community and providing top-notch legal services. Whether you are in need of estate planning, probate assistance, or trust administration, Koons & Riswold is the right choice for you. Contact us today to schedule a consultation and take the first step towards securing your future.

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.

Estate Preservation Group is a prestigious law firm located at 2385 Camino Vida Roble in Carlsbad, California. Our team of experienced lawyers specialize in estate planning and preservation, helping clients protect their assets and ensure their wishes are carried out after they pass away. With a focus on personalized service and attention to detail, we strive to provide peace of mind and security for our clients and their loved ones. Trust Estate Preservation Group to handle all of your estate planning needs with professionalism and expertise.

Landers Law Corporation is a renowned legal institution located at 327 South Mission Drive in San Gabriel, California. Our team of skilled professionals is dedicated to delivering top-notch legal services at a cost-effective level. Our diverse staff, representing various nationalities and experiences, ensures that we provide the most professional and compassionate assistance to our clients. At Landers Law Corporation, our ultimate goal is client satisfaction, which we believe is the true measure of our success.

Law Office Trusts-Wills is a reputable legal institution located in Fullerton, California, United States. Specializing in trusts and wills, our team of experienced lawyers are dedicated to providing expert guidance and support in estate planning matters. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, our team is here to help. With a commitment to professionalism and personalized service, Law Office Trusts-Wills is your trusted partner in securing your family's future. Contact us today to schedule a consultation.

Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.

Jon Vance - Raymond James is a finance institution located at 8910 University Center Lane in San Diego, California. As part of the renowned Raymond James financial services firm, Jon Vance provides expert financial planning, investment management, and wealth management services to individuals and businesses alike. With a focus on personalized solutions and a commitment to client success, Jon Vance - Raymond James is a trusted partner for all your financial needs.

Lyell Wealth Management, LP is a prestigious finance institution located at 3000 Sand Hill Road in Menlo Park, California, United States. With a reputation for excellence and a commitment to providing top-tier financial services, Lyell Wealth Management, LP offers personalized wealth management solutions to high-net-worth individuals, families, and institutions. Their team of experienced professionals works closely with clients to develop customized investment strategies tailored to their unique financial goals and objectives. Whether you are looking to grow your wealth, preserve your assets, or plan for the future, Lyell Wealth Management, LP is dedicated to helping you achieve financial success.