TOP 30 Inheritance planning in Oakland, California

15 results found

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.

The Law Offices of Haregu Gaime is a reputable legal firm located at 427 Grand Avenue in Oakland, California. Specializing in a wide range of legal services, including criminal defense, immigration law, and family law, our team of experienced attorneys is dedicated to providing high-quality representation and personalized attention to each client. With a track record of success and a commitment to justice, the Law Offices of Haregu Gaime is the go-to choice for individuals seeking expert legal counsel in the Oakland area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Katsuranis & Rodriguez, Attorneys at Law is a prestigious law firm located in Oakland, California. Our team of experienced lawyers specializes in various areas of law, including criminal defense, family law, real estate, and more. We are committed to providing high-quality legal services to our clients and ensuring that their rights are protected. Whether you are facing a legal issue or need legal advice, our dedicated team is here to help. Visit us at our office at 524 7th Street to schedule a consultation and learn how we can assist you with your legal needs.

The Law Office of Anne Mania is a reputable legal institution located in Oakland, California. Specializing in various areas of law, including personal injury, family law, and estate planning, Anne Mania and her team provide expert legal services to clients in need. With a commitment to achieving justice and favorable outcomes for their clients, the Law Office of Anne Mania is dedicated to providing personalized and attentive legal representation. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Anne Mania and her team are here to help. Visit their office at 2100 Embarcadero East for professional and reliable legal assistance.

Summerall Law, P.C. is a law firm located at 3873 Piedmont Avenue in Oakland, California, United States. Specializing in estate planning, the firm aims to make the process fast, friendly, easy, and affordable for clients. They offer services such as creating wills, trusts, probates, powers of attorney, and health care directives. The firm's founder and managing attorney, Sarah Summerall, is dedicated to helping clients have difficult conversations with their loved ones and ensuring their assets are distributed according to their wishes. With a team of dedicated attorneys, Summerall Law, P.C. provides clear, organized, and affordable estate planning solutions to clients in the Bay Area. Whether you need a simple document or a comprehensive plan, Summerall Law, P.C. is committed to helping you secure your family's future. Contact them today to schedule a consultation.

Dahlia Law Group LLP is a reputable law firm located at 1425 Leimert Boulevard in Oakland, California, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a strong focus on client satisfaction and achieving positive outcomes, Dahlia Law Group LLP is dedicated to providing top-notch legal services. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, you can trust the professionals at Dahlia Law Group LLP to handle your case with care and expertise.

The Richard E. Oriakhi Law Firm is a reputable legal institution located at 828 Harrison Street in Oakland, California, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to professionalism and client satisfaction, the Richard E. Oriakhi Law Firm is dedicated to helping individuals navigate the complexities of the legal system with ease and confidence. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, the skilled attorneys at this firm are here to help. Contact them today for a consultation and see how they can assist you with your legal needs.

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.

The Law Offices of Cindi Fox is a reputable legal institution located at 483 9th Street in Oakland, California, United States. Specializing in various areas of law, including family law, estate planning, and business law, our team of experienced attorneys is dedicated to providing top-notch legal representation and guidance to our clients. With a focus on personalized service and achieving the best possible outcomes for our clients, we are committed to upholding the highest standards of professionalism and integrity. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Merrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.

Wilkinson Wealth Management is a reputable finance institution located at 300 Frank H. Ogawa Plaza in Oakland, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized strategies and exceptional customer service, Wilkinson Wealth Management is committed to providing comprehensive financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you build and protect your wealth.

Global Investment Co Inc is a leading finance institution located at 211 10th Street in Oakland, California, United States. We specialize in providing expert financial services and investment opportunities to clients worldwide. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and sound investment strategies. Contact us today to learn more about how Global Investment Co Inc can help you secure your financial future.

CAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.

Shams Deitrick at Morgan Stanley is a trusted financial advisory institution located in Oakland, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us at 1999 Harrison Street to learn more about how we can help you secure a stable financial future.

The Buena Vista Group - Morgan Stanley is a financial institution located at 1999 Harrison Street in Oakland, California, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, The Buena Vista Group - Morgan Stanley is dedicated to providing top-notch financial advice and support to its clients. Whether you are looking for investment management, retirement planning, or wealth management services, this institution is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.