Inheritance tax planning in Santa Cruz, California

A Premium Tax Services & Notary is a trusted financial institution located in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and notary services to individuals and businesses in the area. Whether you need help with tax preparation, filing, or notarizing important documents, we are here to assist you with personalized and efficient service. Trust A Premium Tax Services & Notary for all your financial needs.

MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.

Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.

New Century Tax Services Center is a reputable institution located at 2395 De La Cruz Boulevard in Santa Clara, California, United States. Specializing in accounting and finance, our dedicated team of experts is committed to providing top-notch tax services to individuals and businesses. With years of experience and a strong track record of client satisfaction, we strive to ensure that all your financial needs are met with accuracy and efficiency. Whether you need assistance with tax preparation, bookkeeping, or financial planning, New Century Tax Services Center is here to help you navigate the complex world of finance with ease. Visit us today and let us take the stress out of managing your finances.

Amy L Stavis Law Office is a reputable legal institution located in the heart of Los Gatos, California. Specializing in various areas of law, including family law, estate planning, and business law, Amy L Stavis and her team are dedicated to providing top-notch legal services to their clients. With a focus on personalized attention and effective representation, clients can trust Amy L Stavis Law Office to handle their legal matters with professionalism and expertise. Visit their office at 236 North Santa Cruz Avenue to schedule a consultation and discuss your legal needs.

Holman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.

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.

Fine Point Law is a reputable law firm located at 113 Cooper Street in Santa Cruz, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, family law, and estate planning, Fine Point Law is committed to helping individuals navigate the legal system with ease. With a focus on personalized attention and effective representation, our team strives to achieve the best possible outcome for each client. Contact us today to schedule a consultation and see how Fine Point Law can assist you with your legal needs.

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.

Allen, Allen & Caroselli Ltd. is a reputable law firm located at 617 East Lake Avenue in Watsonville, California. Specializing in Estate Planning, Probate & Trust Administration, Real Estate, and Business Transactions, the firm serves clients in the Pajaro Valley, Santa Cruz County, and the Monterey Bay area. With a team of experienced and knowledgeable attorneys, Allen, Allen & Caroselli Ltd. provides top-notch legal services to help clients navigate complex legal matters with confidence and ease. Whether you need assistance with estate planning, probate, real estate transactions, or business matters, you can trust Allen, Allen & Caroselli Ltd. to provide expert guidance and representation.

JRG Attorneys At Law is a reputable law firm located at 218 Bassett Street in King City, California, United States. Johnson, Rovella, Retterer, Rosenthal & Gilles, LLP is deeply rooted in the Central Coast communities and provides legal services statewide. With locations in Salinas, Monterey, Hollister, Watsonville, and Paso Robles, JRG Attorneys at Law serves clients throughout the Central Coast and beyond, including Monterey, San Benito, and Santa Cruz Counties. Specializing in complex litigation, estate planning, business law, land use, and real estate cases, the firm offers comprehensive and trusted guidance to individuals and businesses in the region. The team at JRG Attorneys at Law is dedicated to providing seamless navigation through the legal system and exceeding client expectations.

Wave Law Firm, APC is a reputable law firm located at 710 River Street in Santa Cruz, California. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Specializing in various areas of law, including civil litigation, family law, and estate planning, we are committed to helping individuals navigate the complexities of the legal system. Contact us today for expert legal representation and personalized guidance.

Boyce-Abel Associates and Family Lands Consulting is a renowned institution located at 1003 Smith Grade Road in Santa Cruz, California, United States. With a strong focus on providing expert advice and guidance to families on managing their lands and properties, this institution is dedicated to helping clients make informed decisions to preserve and enhance their family legacies. With a team of experienced professionals, Boyce-Abel Associates offers a wide range of consulting services tailored to the unique needs of each client. Whether it's estate planning, land management, conservation strategies, or other related services, clients can trust Boyce-Abel Associates to provide top-notch expertise and support.

Secure Legacy Law Group is a reputable law firm located in the heart of Los Gatos, California. Our team of experienced lawyers specializes in estate planning, probate, and trust administration, ensuring that your assets are protected and your wishes are carried out. We pride ourselves on providing personalized and comprehensive legal services to our clients, helping them secure their legacy for future generations. Contact us today at 250 North Santa Cruz Avenue to schedule a consultation and start planning for the future.

The Law Offices of Myra J. Prestidge, located at 101 Cooper Street in Santa Cruz, California, offers expert legal services in estate planning, trust administration, probate, and mediation. Serving clients in Santa Cruz County, Los Gatos, Silicon Valley, and the Monterey Bay area, Attorney and Mediator Myra J. Prestidge is dedicated to helping individuals plan for the future and take care of themselves and their loved ones. With a background as a former Assistant City Attorney for several Bay Area cities, Myra is well-versed in local government requirements and laws affecting cities and counties. She can assist with issues such as zoning, code enforcement, obtaining public records, and filing claims.

Morgan Stanley Financial Advisors is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. With a focus on providing top-notch service and guidance, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Wildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive 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 financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

WI Investment Advisory Group, LLC is a reputable finance institution located at 1535 Seabright Avenue in Santa Cruz, California, United States. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WI Investment Advisory Group, LLC is dedicated to providing expert guidance and support every step of the way. Trustworthy and reliable, they are committed to helping clients make informed decisions and secure their financial future.

Seth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.

Jim Bargetto Wealth Advisor at Morgan Stanley is a leading financial institution located at 6004 La Madrona Drive in Santa Cruz, California. With a focus on providing personalized wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we offer tailored solutions to meet your needs. Trust in Jim Bargetto Wealth Advisor at Morgan Stanley for expert guidance and exceptional service in the world of finance.

Jerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 125 Water Street in Santa Cruz, California, United States. As a trusted advisor, James Bizzack provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, James offers comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs. With a commitment to excellence and a dedication to client success, James Bizzack and his team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial future.

Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States. Specializing in wealth management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Vikram Kohli is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Vikram Kohli provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Vikram Kohli can help guide you through the complexities of the financial world. Contact Vikram Kohli at Ameriprise Financial Services, LLC today for expert financial advice and services.

Wynn Capital Management is a leading finance institution located at 101 Cooper Street in Santa Cruz, California, United States. Specializing in investment management and financial planning services, Wynn Capital Management is dedicated to helping clients achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, Wynn Capital Management provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Wynn Capital Management is here to help you every step of the way.

Scott Tucker - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a focus on providing comprehensive financial services, the institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Scott Tucker - Morgan Stanley is dedicated to delivering top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Scott Tucker - Morgan Stanley is committed to helping you make informed decisions and navigate the complexities of the financial world.

Lisa Rosenau is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 125 Water Street in Santa Cruz, California. With a focus on helping clients achieve their financial goals and build a secure future, Lisa provides personalized financial planning and investment advice. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Lisa Rosenau is dedicated to helping you navigate the complexities of the financial world. Contact her today to start on the path towards financial success.