Estate Planning Attorneys in Brisbane, CA

We did the hard work of finding trustworthy partners in Brisbane, CA. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Brisbane, CA Estate Planning Law Firms

generic_business-71
Freedman Law Firm
5 out of 5
Location 580 California St, San Francisco, CA 94104, USA
Phone (415) 777-1666
Language http://www.freedmanlawfirm.com/
Directions
generic_business-71
Chinchilla & Associates
4 out of 5
Location 2595 Mission St #202-204, San Francisco, CA 94110, USA
Phone (415) 647-8832
Language http://chinchillafirm.com/
Directions
generic_business-71
Diana Redding Law, PC.
4 out of 5
Location 2500 Santa Clara Ave, Alameda, CA 94501, USA
Phone (510) 426-8744
Language http://www.dianareddinglaw.com/
Directions
generic_business-71
Law Offices of Kimberly C. Vaughn
5 out of 5
Location 2219 Santa Clara Ave, Alameda, CA 94501, USA
Phone (510) 227-5957
Language http://www.kcvlaw.com/
Directions
generic_business-71
Bay Laurel Law, PC
1 out of 5
Location 533 Airport Blvd. #400, Burlingame, CA 94010, USA
Phone (650) 525-0234
Language https://baylaurellaw.com/
Directions
generic_business-71
Paul Hunt Law Offices
5 out of 5
Location 1001 Marina Village Pkwy #400, Alameda, CA 94501, USA
Phone (510) 523-2100
Language http://www.huntestatelaw.com/
Directions
generic_business-71
Law Offices of W. Lance Russum, APC
4 out of 5
Location 2500 Santa Clara Ave, Alameda, CA 94501, USA
Phone (510) 522-6900
Language https://russumlaw.com/
Directions
generic_business-71
The Law Office of Lauren N. Peebles
5 out of 5
Location 1150 Ballena Blvd # 253, Alameda, CA 94501, USA
Phone (510) 263-8555
Language http://www.thepeebleslawyer.com/
Directions
generic_business-71
The Law Office of George M. Derieg
4 out of 5
Location 2219 Santa Clara Ave suite b-2, Alameda, CA 94501, USA
Phone (510) 355-2747
Language http://www.eastbayattorney.com/
Directions
generic_business-71
Dahlia Law Group LLP
4 out of 5
Location 1425 Leimert Blvd #203, Oakland, CA 94602, USA
Phone (510) 482-2158
Language http://www.dahlialawgroup.com/
Directions
generic_business-71
Hillman, Lucas & Canning, PC
4 out of 5
Location 2420 Martin Rd Suite 300, Fairfield, CA 94534, USA
Phone (707) 427-7377
Language https://www.hillmanlucas.com/
Directions
generic_business-71
Lee Richard J.,
4 out of 5
Location 11 Embarcadero West STE 140, Oakland, CA 94607, USA
Phone (510) 272-0200 ext. 304
Language http://www.rjleelaw.com/
Directions
generic_business-71
Law Office of Arabelle Malinis
5 out of 5
Location 1720 Broadway, Oakland, CA 94612, USA
Phone (510) 556-1876
Language https://www.malinislaw.com/
Directions
generic_business-71
Crawford & Hanson Law Offices, LLP
3 out of 5
Location 1750 Francisco Blvd, Pacifica, CA 94044, USA
Phone (650) 738-0720
Language http://www.crawfordhansonlaw.com/
Directions
generic_business-71
Anderson Yazdi
5 out of 5
Location 350 Primrose Rd, Burlingame, CA 94010, USA
Phone (650) 212-5900
Language https://www.andersonyazdi.com/
Directions
generic_business-71
Law Offices of Phillips & Phillips
5 out of 5
Location 2807 Castro Valley Blvd, Castro Valley, CA 94546, USA
Phone (510) 886-2120
Language http://jamesjphillips.com/
Directions
generic_business-71
Peterson & Peterson
5 out of 5
Location 769 Monterey Blvd # 1, San Francisco, CA 94127, USA
Phone (415) 586-7460
Language http://www.petersonlawsf.com/
Directions
generic_business-71
Mccarthy James Steve
4 out of 5
Location 5 Thomas Mellon Cir # 161, San Francisco, CA 94134, USA
Phone (415) 334-6807
Language https://www.jamesmccarthylaw.com/attorneys/
Directions
generic_business-71
Lauren Kusumoto Law Office
2 out of 5
Location 301 Junipero Serra Blvd Suite 230, San Francisco, CA 94127, USA
Phone (415) 570-7506
Language https://www.lawfirmsanfranciscoca.com/
Directions
generic_business-71
Vaught & Boutris LLP
4 out of 5
Location 7677 Oakport St #1140, Oakland, CA 94621, USA
Phone (510) 430-1518
Language http://www.vaughtboutris.com/
Directions
generic_business-71
Aron Estate Planning, PC
5 out of 5
Location 2358 Market St, San Francisco, CA 94114, USA
Phone (415) 908-1142
Language https://aronestateplanning.com/
Directions
generic_business-71
Tomine Law
5 out of 5
Location 1939 Harrison St Suite 920, Oakland, CA 94612, USA
Phone (510) 318-6363
Language https://tominelaw.com/
Directions
generic_business-71
Ayoub & Dodson LLP
5 out of 5
Location 1999 Harrison St #1800, Oakland, CA 94612, USA
Phone (510) 824-8100
Language https://ayoubdodson.com/
Directions
generic_business-71
Johnston, Kinney & Zulaica LLP
5 out of 5
Location 101 Montgomery St Suite 1600, San Francisco, CA 94104, USA
Phone (415) 693-0550
Language https://www.jkzllp.com/?npcmp=dir:local:5070422:94104
Directions
Estate Planning Lawyers in Brisbane, CA

Where Estate Planners in Brisbane, CA Serve

Brisbane, CA is a small city located in San Mateo County, nestled between San Francisco and South San Francisco. Despite its size, Brisbane boasts an impressive array of landmarks, including the iconic Crocker Industrial Park, the historic Brisbane Depot, and the breathtaking San Bruno Mountain State Park. When it comes to top employers, Brisbane is home to several major companies, including BiRite Foodservice Distributors, Monster Cable Products, and See's Candies. These companies provide a significant boost to the local economy and offer employment opportunities for residents of the surrounding neighborhoods. Brisbane is also well-connected to the rest of the Bay Area, with easy access to major highways and streets. The city is located just off of Highway 101, making it easy to travel south to Silicon Valley or north to San Francisco. Additionally, Brisbane is home to several major streets, including Bayshore Boulevard and Visitacion Avenue, which offer convenient access to local shops, restaurants, and other amenities.

Financial Services Related to Estate Planning in Brisbane, CA

Banks and Credit Unions

Residents of Brisbane, CA can benefit from a bank in several ways. Firstly, banks can provide financial assistance to individuals who are looking to purchase a home or start a business. This is particularly relevant in Brisbane, where the cost of living is high and many people may need assistance in securing loans or mortgages. Additionally, banks can offer savings accounts and investment opportunities to help residents save for their future and grow their wealth. This is especially important in a city like Brisbane, where many residents may be looking to retire or build a nest egg for their families. Finally, banks can provide access to financial education and resources, which can help residents make informed decisions about their money and achieve their financial goals. Overall, a bank can be a valuable resource for residents of Brisbane, providing them with the tools and support they need to achieve financial stability and success.

Insurance Broker

Residents of Brisbane, CA can benefit greatly from the services of an insurance broker. One specific way an insurance broker can help is by providing tailored coverage options for the unique risks and needs of Brisbane residents. For example, Brisbane is located near the San Francisco Bay, which increases the risk of flooding and earthquakes. An insurance broker can help residents understand their options for flood and earthquake insurance, as well as other types of coverage that may be important for their specific circumstances. Additionally, an insurance broker can help residents navigate the complexities of insurance policies and claims, ensuring they have the coverage they need and are properly compensated in the event of a loss.

Retirement Planning

Residents of Brisbane, CA can benefit greatly from the guidance of a retirement planner. With the cost of living in the Bay Area being notoriously high, it can be challenging to plan for retirement without expert assistance. A retirement planner can help individuals in Brisbane navigate the complex world of retirement savings and investment options, ensuring they are on track to meet their financial goals. Additionally, given the unique geography of Brisbane, which is nestled in the San Bruno Mountain range, a retirement planner can help residents plan for potential natural disasters, such as earthquakes or wildfires, that could impact their financial stability in retirement. Overall, a retirement planner can provide invaluable support to residents of Brisbane, helping them achieve financial security and peace of mind in retirement.

Wealth Management

Residents of Brisbane, CA could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through investment advice and portfolio management. A wealth manager can help residents of Brisbane, CA navigate the complex world of investing, and provide guidance on how to best allocate their assets to meet their financial goals. Additionally, a wealth manager can help residents of Brisbane, CA plan for retirement, manage their debt, and create a comprehensive financial plan. Specifically, residents of Brisbane, CA may benefit from a wealth manager's knowledge of the local real estate market, which can be particularly competitive and challenging to navigate. By working with a wealth manager, residents of Brisbane, CA can feel confident that they are making informed financial decisions that will help them achieve their long-term goals.

Financial Advisor

Residents of Brisbane, CA could benefit from the guidance of a financial advisor in a number of ways. One of the most common ways would be in managing their retirement savings and investments. With the cost of living in the Bay Area being notoriously high, it can be difficult for residents to save enough for retirement on their own. A financial advisor could help them create a personalized plan to save and invest wisely, taking into account their unique financial situation and goals. Additionally, with many residents of Brisbane working in tech or other high-paying industries, a financial advisor could help them navigate the complexities of stock options, RSUs, and other forms of compensation that may be unfamiliar to them. Overall, a financial advisor could provide valuable guidance to residents of Brisbane in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Brisbane, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure the funding they need to purchase a home or refinance an existing one. With the high cost of living in the San Francisco Bay Area, including Brisbane, it can be difficult for residents to come up with the necessary funds to purchase a home. A mortgage loan officer can provide guidance on the best loan options available and help residents navigate the complex application process. They can also assist with securing competitive interest rates and favorable loan terms, which can save residents thousands of dollars over the life of their mortgage. Overall, a mortgage loan officer can be a valuable resource for residents of Brisbane, CA looking to achieve their homeownership goals.

Tax Services

Residents of Brisbane, CA could benefit greatly from the expertise of a tax advisor. One specific way that a tax advisor could help is by navigating the unique tax laws and regulations in the state of California. For example, California has a high state income tax rate compared to other states, which can be confusing for residents who may not be familiar with the intricacies of the tax code. A tax advisor could help residents of Brisbane, CA understand how to maximize deductions and credits to minimize their tax burden, as well as provide guidance on how to properly report income from various sources such as rental properties or investments. Additionally, a tax advisor could assist residents with tax planning strategies for retirement, estate planning, and other financial goals. Overall, a tax advisor could provide invaluable assistance to residents of Brisbane, CA in navigating the complex world of taxes and financial planning.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Brisbane, CA can provide a wide range of services to help individuals plan for their future and protect their assets. These services may include creating wills and trusts, establishing power of attorney, and developing strategies for minimizing estate taxes. With its stunning views of the Bay Area and proximity to San Francisco, Brisbane, CA is a unique community that requires specialized estate planning services. An experienced estate planning lawyer in this area can navigate the complex laws and regulations that govern property ownership and inheritance, ensuring that their clients’ wishes are carried out and their assets are protected. Whether you’re a long-time resident of Brisbane or new to the area, working with an estate planning lawyer can help you achieve peace of mind and protect your legacy for generations to come.

Brisbane, CA is the ideal location to seek an estate planning lawyer due to its proximity to San Francisco and Silicon Valley. The city's strategic location makes it a hub for legal professionals, and its unique demographics attract top-notch lawyers who specialize in estate planning. With a population of just over 4,000 residents, Brisbane is a small town with a big-city feel. The town's proximity to the San Francisco Bay Area provides access to a diverse range of clients, including high net worth individuals, entrepreneurs, and executives. The town's small size also means that the legal community is tight-knit, and lawyers are more accessible to clients. This makes it easier for clients to receive personalized attention and tailored legal advice. Furthermore, Brisbane's location in San Mateo County means that lawyers are well-versed in California estate planning laws and can provide expert advice to clients on estate planning matters.