The 30 Best Legacy planning in San Jose, California

Little Italy San Jose is a vibrant cultural center and museum located on North Almaden Boulevard in San Jose, California. This institution is not just a cafe, food, museum, restaurant, or store - it is a place where the Italian American community comes together to celebrate their heritage and history. The Cultural Center & Museum at Little Italy San Jose is the heart of the neighborhood, offering a variety of programs and exhibits that showcase the rich Italian culture. The construction of this exciting project is complete, but fundraising efforts continue to support ongoing programming and exhibits.

Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.

Jing Chen, a MassMutual insurance agency located at 2150 North First Street in San Jose, California, offers a wide range of services including life insurance, retirement planning, and long term care insurance. With a focus on providing personalized financial solutions, Jing Chen is dedicated to helping individuals and families achieve their financial goals and secure their future. Contact us today to learn more about our services and how we can help you plan for a secure financial future.

Document Divas is a reputable institution specializing in legal documents related to Family and Elder Law, as well as Elder Care Planning. Our experienced team is dedicated to providing comprehensive and personalized services to our clients, ensuring that their legal needs are met with professionalism and care. Located at 1311 San Jose Avenue in Concord, California, our office is easily accessible for those in need of expert assistance in navigating the complexities of family and elder law matters. Trust Document Divas to guide you through the legal process with expertise and compassion.

Kohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.

Michael Garber Financial Planning is a trusted finance institution located at 111 North Market Street in San Jose, California. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how Michael Garber Financial Planning can help secure your financial future.

Pantheon Wealth Planning is a leading finance institution located at 1798 Technology Drive in San Jose, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Pantheon Wealth Planning, we prioritize our clients' financial well-being and strive to provide them with the tools and guidance needed to secure a successful financial future. Contact us today to schedule a consultation and start planning for tomorrow.

Fireside Financial Planning is a reputable finance institution located at 1971 Hamilton Avenue in San Jose, California. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, purchase a home, or invest for the future, our experts are here to provide guidance and support every step of the way. Contact Fireside Financial Planning today to start building a secure financial future.

King Wealth Planning, Inc. is a prestigious finance institution located at 3190 South Bascom Avenue in San Jose, California, United States. Specializing in wealth management and financial planning, King Wealth Planning, Inc. offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each individual's unique needs and circumstances. Whether you are looking to grow your investments, plan for retirement, or protect your assets, King Wealth Planning, Inc. is dedicated to helping you secure a prosperous financial future.

Legacy Resources Group is a reputable finance institution located at 1141 Ringwood Court in San Jose, California, United States. With a team of experienced professionals, Legacy Resources Group provides top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Legacy Resources Group is dedicated to helping you achieve your financial goals. Trust in Legacy Resources Group for all your financial needs.

Creative Planning is a top-rated independent advisory firm located at 333 Lorton Avenue in Burlingame, California. Specializing in finance, we offer comprehensive and customized wealth management services to clients globally and in the San Francisco-San Jose area. Our team of wealth managers is dedicated to helping you achieve your financial goals and providing you with peace of mind when it comes to your finances. By agreeing to provide us with your personal information, you can trust that we will not share it with any third parties. Contact us today to schedule a free, no-obligation consultation with one of our team members within one business day. Let us help you enjoy a richer way to wealth.

Piazza Piccola Italia, located at 350 West Julian Street in San Jose, California, is a charming food restaurant that is also home to the Little Italy San Jose Cultural Center & Museum. This institution serves the entire community and is the heart of Little Italy San Jose. The construction of this exciting project is complete, but fundraising efforts continue to support the Museum's programming and exhibits. For those looking to leave a lasting impact, charitable gift planning is a special way to ensure that your legacy reflects the ideas and values you cherish most. By including the Little Italy San Jose Foundation in your estate planning, you can make a meaningful contribution to the Cultural Center & Museum and leave a lasting legacy for the Italian American community and the Little Italy San Jose business district.

Welcome to Angela Frangieh State Farm, a reputable insurance agency located at 1465 Park Avenue in San Jose, California. Since 2008, we have been dedicated to providing exceptional insurance coverage to the Greater San Jose community. Our personalized service is inspired by the small family business values that I grew up with. As we embrace the Spring season in The Bay, it's a great time to review your insurance plans or explore new coverage options. Whether you need Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Life Insurance, Business Insurance, Motorcycle Insurance, or even Pet Insurance, we are here to help.

Paulson House, located at 1650 Senter Road in San Jose, California, is a popular tourist attraction. Built in 1889 by Swedish native Perry Paulson, this Queen Anne-style residence was moved to History Park in 1986. The rooms are furnished with local pioneer artifacts by the California Pioneers of Santa Clara County. Perry Paulson, a building contractor, passed away in 1932 at the age of 80. The house is a historical gem, showcasing the life and legacy of the Paulson family. Visitors can explore archival images related to the Paulson House and family at History San Jose's Collection. Come and experience the rich history and charm of the Paulson House in beautiful San Jose.

The Empire Firehouse, located in San Jose, California, is a reconstructed exhibit building dedicated to preserving the history of the San Jose Fire Department. Established in 1854 as a volunteer organization, the department eventually transitioned to hiring professional firefighters in 1876. The Empire Firehouse, originally located on Second Street from 1869-1892, housed the Empire #1 Engine Company and San Jose's first steam fire engine. The firehouse was equipped with innovative technology for its time, including a team of horses housed in stalls at the rear of the building. When an alarm sounded, automatic springs released the horses, allowing them to quickly move forward under their harnesses to pull the fire engine to the scene.

The Gonzales-Peralta Adobe & Fallon House Historic Site is a museum and tourist attraction located in downtown San Jose, California. The site offers visitors a glimpse into the past, showcasing two historic homes that have been restored to their former glory. The adobe, built in 1797 by José Manuel Gonzales, an Apache Indian and the first resident and second mayor of San Jose, is the last remaining structure from El Pueblo de San José de Guadalupe. Visitors can explore the adobe's horno, an outdoor working oven, and step inside to see two rooms furnished as they would have been during the Gonzales and Peralta families' residency.

The Bank of Italy Replica at History Park in San Jose, California, is a museum dedicated to the legacy of A.P. Giannini and the Bank of Italy, which later became Bank of America. Founded in 1904, the bank revolutionized the industry with its commitment to serving underserved communities such as the working class, immigrants, and small businesses. The museum showcases the bank's history of financing California's agricultural economy, supporting the film industry, and even funding the construction of the Golden Gate Bridge during the Great Depression. Visitors can explore the replica of the bank's first branch outside of San Francisco, which was established in San Jose in 1909. Learn about Giannini's innovative branch banking system and the impact of his progressive practices on the banking industry.

New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional is a finance and insurance agency located at 25 Metro Drive, San Jose, California, United States. They specialize in providing life insurance to help individuals leave a legacy of love and financial security. Additionally, they offer affordable voluntary benefits programs for businesses. Todd P Langton is a licensed agent for New York Life Insurance Company and may also be licensed with other independent insurance companies in California. He is a Registered Representative for NYLIFE Securities LLC and is dedicated to serving professional advisors. Please consult with your own tax, legal, or accounting professional for personalized advice. Contact them at 408-724-5222 for more information.

The Great Mausoleum of Oak Hill is a historic and revered institution located on Central Avenue in San Jose, California, United States. This magnificent mausoleum is a final resting place for many notable individuals and holds a rich history within its walls. Visitors can explore the beautiful architecture and peaceful surroundings while paying respect to those who have gone before us. The Great Mausoleum of Oak Hill is a place of reflection, remembrance, and honor, making it a must-visit destination for those interested in history and culture.

Flagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.

Jasama Patel Senior Mortgage Consultant NMLS 1418124 is a reputable financial institution located at 6020 Hellyer Avenue, San Jose, California, United States. Specializing in mortgage consulting, they provide expert guidance and assistance to clients looking to secure financing for their homes. With a strong track record of success and a commitment to customer satisfaction, Jasama Patel Senior Mortgage Consultant is a trusted partner for individuals navigating the complexities of the mortgage process.

Fortune Union Corporation is a dynamic and innovative institution located at 2901 Moorpark Avenue in San Jose, California. As a leading player in the financial industry, we specialize in providing a wide range of services including investment management, wealth planning, and financial advisory. With a team of experienced professionals, we strive to help our clients achieve their financial goals and secure their financial future. Our commitment to excellence and personalized service sets us apart from the competition. Visit us today and let us help you navigate the complexities of the financial world.

The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.

The Law Offices of Adam T. Evan, located at 950 South Bascom Avenue in San Jose, California, is dedicated to helping individuals with estate planning needs. While the thought of planning for one's own demise may be unsettling, it is a responsible step to ensure that loved ones are cared for and assets are protected. Adam T. Evan understands the importance of estate planning beyond just inheritance and taxes, and is committed to helping clients plan for their future and the future of their loved ones. With a Free Initial Consultation, appointments available Monday through Friday from 9am to 5pm, and weekend and evening appointments available in case of emergency, Adam T. Evan is here to guide clients on the path to peace of mind.

The Heritage Law Group is a distinguished law firm located in San Jose, California. Specializing in various areas of law, their team of experienced lawyers is committed to providing top-notch legal services to their clients. Whether you are in need of estate planning, probate administration, or business law services, The Heritage Law Group is dedicated to helping you navigate the complexities of the legal system. With a focus on preserving and protecting your assets for future generations, this reputable institution is known for its professionalism, expertise, and unwavering dedication to client satisfaction. Visit their office at 2033 Gateway Place to learn more about how they can assist you with your legal needs.

Del Ponte and Hirz Attorneys at Law is a reputable institution located at 75 East Santa Clara Street in San Jose, California, United States. Specializing in Estate Planning and Family Law matters, our experienced lawyers offer professional consultation and representation to clients throughout the greater Bay Area. Established in 1978, we are committed to providing high-quality legal services in a timely manner. Our services include Living Trusts, Wills, Power of Attorney, Probate, and Family Law. With the health and safety of our community and team as a top priority, we offer digital consultations via Zoom, Google Meet, Microsoft Teams, and Skype.

The Law Offices of Timothy D. Henry, located at 1871 The Alameda, San Jose, California, is a trusted institution specializing in estate planning and probate litigation services. Founder Timothy D. Henry understands the importance of securing the future of your loved ones through comprehensive estate planning. With extensive experience in the field, he guides clients through the probate process with professionalism and care. Whether you need assistance with creating a revocable living trust or navigating the complexities of probate proceedings, Timothy D. Henry is here to help. Serving clients in Santa Clara County and surrounding areas, the firm is dedicated to providing personalized and effective legal representation. Contact the Law Offices of Timothy D. Henry for a free case evaluation and safeguard the future of your estate today.

Novo Family Law Group, located at 111 North Market Street in San Jose, California, specializes in divorce settlement and litigation. Whether it's a high asset, complex dissolution case or a more straightforward matter, our team is dedicated to providing personalized and specialized service to guide clients through challenging times. Our boutique family law firm focuses on high-quality work and personal attention, handling core family law issues such as property division, custody, and financial support. Trust Novo Family Law Group to navigate your family law matters with expertise and care.

The Amerian Trust Institute is a reputable institution located at 2055 Junction Avenue in San Jose, California, United States. Our institute is dedicated to providing top-quality education and training in the field of trust management and financial planning. With experienced instructors and a comprehensive curriculum, we strive to equip our students with the knowledge and skills needed to succeed in the competitive world of finance. Join us at the Amerian Trust Institute and take the first step towards a successful career in trust management.

Northwestern Mutual is a finance and insurance agency located at 1190 Saratoga Avenue, San Jose, California, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals with personalized insurance plans. We offer a wide range of financial options, including investments and insurance, designed to meet your specific needs. With our top financial strength ratings and recognition for outstanding customer experience, you can trust us to help you secure your financial future. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies tailored to your individual goals. Whether you're planning for retirement, buying a home, or starting a family, we are here to guide you through life's milestones. Connect with us today to start planning for the life you've always wanted with Northwestern Mutual.