The 30 Best Irrevocable trusts in San Jose, California

The Law Offices of Robert P. Bergman, located in San Jose, California, offers expert legal services in estate planning, probate administration, and trust administration. Attorney Bob Bergman has been practicing law since 1980 and approaches estate planning like designing a custom home for his clients, creating a personalized blueprint for their estate plan. Clients can schedule consultations for various legal services, including Court Petitions to gather assets into a trust or modify an irrevocable trust. The firm also provides guidance on advance health care directives, financial power of attorney, and other important legal documents. Clients can expect thorough and patient assistance from Attorney Bob Bergman, as recommended by satisfied clients. To schedule a consultation, clients can use the provided links or contact the office directly.

Morgan Law Offices, located at 25 Metro Drive in San Jose, California, is a trusted institution specializing in estate planning, probate, and trust administration. Founded by Robert H. Morgan in 1991, the firm has a long-standing reputation for providing excellent client service. With an AV rating from Martindale Hubbell, Morgan Law Offices is recognized by fellow attorneys for their expertise in the field. The team at Morgan Law Offices works closely with clients' other professional advisors, such as accountants, investment advisors, and life insurance agents, to ensure comprehensive and personalized services tailored to individual needs. The firm's roots trace back to a partnership with Mr. Morgan's father, W. Robert Morgan, a respected litigation attorney in Santa Clara County.

MLP Tax & Financial Services Inc. is an independent tax and financial services firm located at 101 Metro Drive in San Jose, California. Our services include tax planning, return preparation, financial planning, retirement review, educational planning, and estate planning. We also offer investment management services. Our team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Please note that our services are only available in states or jurisdictions where we are properly registered or exempt from registration. Contact us today to learn more about how we can assist you with your financial needs.

Mariner Wealth Advisors is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor in the finance industry, they offer comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced professionals, Mariner Wealth Advisors provides personalized solutions tailored to each client's unique needs. Whether it's retirement planning, investment management, or estate planning, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit Mariner Wealth Advisors in San Jose to start building a secure financial future today.