Estate Planning Attorneys in Larkspur, CA

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List of Firms

Top Larkspur, CA Estate Planning Law Firms

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Megan Yip
Location 700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939, USA
Phone (415) 419-2024
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Nadine Aarsheim, Attorney
5 out of 5
Location 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, USA
Phone (415) 322-3023
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Poncia Law Office, Lisa A. Poncia, Attorney at Law
5 out of 5
Location 999 Fifth Ave #350, San Rafael, CA 94901, USA
Phone (415) 453-4529
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Blacksburg Law
5 out of 5
Location 802 B St, San Rafael, CA 94901, USA
Phone (415) 508-5600
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Law Office of Marilyn Sullivan
5 out of 5
Location 700 Larkspur Landing Cir, Larkspur, CA 94939, USA
Phone (805) 481-9890
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Donahue Fitzgerald LLP
3 out of 5
Location 80 E Sir Francis Drake Blvd #3e, Larkspur, CA 94939, USA
Phone (415) 381-4161
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Saul Law Firm
Location 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, USA
Phone (415) 453-2000
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Myron S Greenberg A Pro Corporation
3 out of 5
Location 700 Larkspur Landing Cir # 205, Larkspur, CA 94939, USA
Phone (415) 461-5844
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Peter J Bassing Law Offices
Location 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, USA
Phone (415) 258-9987
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Law and Mediation Office of Michael Cogen
Location 100 Larkspur Landing Cir, Larkspur, CA 94939, USA
Phone (415) 461-4300
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Chanler M Sparler
Location 5 Bon Air Rd #223, Larkspur, CA 94939, USA
Phone (415) 927-7300
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Ballard Law Office
Location 900 Larkspur Landing Cir, Larkspur, CA 94939, USA
Phone (415) 781-3500
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Collins Law Corporation
Location 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, USA
Phone (415) 461-2311
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Goldman & Associates, Attorneys at Law
SEC File# 801-61180
CRD# 120634
Location 100 Larkspur Landing Cir Suite 112, Larkspur, CA 94939, USA
Phone (415) 956-4245
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Law Office of Patricia Mayer, PC
SEC File# 801-61180
CRD# 120634
Location 100 Larkspur Landing Cir Suite 112, Larkspur, CA 94939, USA
Phone (415) 482-7525
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Bancroft & Mc Alister LLP
5 out of 5
Location 80 E Sir Francis Drake Blvd, Larkspur, CA 94939, USA
Phone (415) 464-8855
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Tenax Law Group
Location 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, USA
Phone (510) 234-2808
Directions
Estate Planning Lawyers in Larkspur, CA

Where Estate Planners in Larkspur, CA Serve

Nestled in the heart of Marin County, California lies the charming town of Larkspur. With its picturesque setting and idyllic atmosphere, Larkspur is a popular destination for both locals and tourists alike. The town is home to several notable landmarks, including the Lark Theater, a historic movie theater that has been in operation since 1936. Other notable landmarks include the Larkspur Landing, a popular shopping and dining destination, and the Larkspur Library, a state-of-the-art facility that offers a wide range of services and programs for residents of all ages. Larkspur is also home to several top employers, including Marin General Hospital, a leading healthcare provider in the region, and Autodesk, a global software company that specializes in design and engineering software. Other major employers in the area include the Tamalpais Union High School District, the City of Larkspur, and the Marin County Office of Education.

Financial Services Related to Estate Planning in Larkspur, CA

Banks and Credit Unions

Residents of Larkspur, CA can benefit from a bank in various ways. One of the most common ways is by having access to financial resources that can help them achieve their goals. For instance, a bank can provide residents with loans to start a business or purchase a home. Additionally, banks offer savings accounts that can help residents save for their future needs, including retirement or college education for their children. Another benefit of having a bank in Larkspur is the convenience of having local branches where residents can deposit or withdraw money, pay bills, or get financial advice. With the town's proximity to San Francisco and its thriving economy, having a trusted and reliable bank can be a valuable asset for the residents of Larkspur.

Insurance Broker

Residents of Larkspur, CA could greatly benefit from the services of an insurance broker. With its proximity to the San Francisco Bay Area and its high cost of living, Larkspur residents may find themselves in need of specialized insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies, ensuring they have adequate coverage for their homes, cars, and businesses. Additionally, with the threat of wildfires in the area, an insurance broker can help residents understand their options for fire insurance and how to protect their homes and belongings. Overall, an insurance broker can provide peace of mind for Larkspur residents, knowing that they are properly protected in the event of an unexpected event.

Retirement Planning

Residents of Larkspur, CA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a customized retirement plan that takes into account the unique aspects of living in Larkspur. For example, Larkspur is known for its high cost of living, and a retirement planner can help residents navigate this challenge by creating a plan that maximizes savings and investments. Additionally, Larkspur is a popular retirement destination, and a retirement planner can help residents take advantage of the many resources available to retirees in the area, such as senior centers and healthcare facilities. Overall, a retirement planner can provide invaluable guidance and support to Larkspur residents as they plan for a financially secure and fulfilling retirement.

Wealth Management

Residents of Larkspur, CA could benefit from a wealth manager in a number of ways. One of the most common ways is by helping them develop a comprehensive financial plan. This includes setting goals, creating a budget, and investing in a way that maximizes returns while minimizing risk. Additionally, a wealth manager can provide guidance on retirement planning, estate planning, and tax strategies. In Larkspur, where the cost of living is high and many residents work in the tech industry, a wealth manager can help navigate the unique financial challenges and opportunities that come with living in the Bay Area. They can also provide advice on charitable giving and philanthropy, which is important to many residents of this community. Overall, a wealth manager can provide valuable financial guidance and peace of mind to residents of Larkspur, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Larkspur, CA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help Larkspur residents is by providing personalized investment strategies that take into account the unique economic landscape of the area. Larkspur is a town with a high cost of living, and many residents work in industries such as technology and finance. A financial advisor can help these individuals navigate the complexities of the stock market and make informed decisions about their investments. Additionally, a financial advisor can provide guidance on retirement planning, estate planning, and tax strategies, all of which are crucial for residents of Larkspur looking to secure their financial future.

Mortgage Loan Officer

Residents of Larkspur, CA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, they can help residents navigate the complex process of obtaining a mortgage, ensuring that they understand all the terms and conditions of their loan. Additionally, they can provide guidance on the best mortgage options available to residents based on their financial situation and credit history. One specific aspect of Larkspur that a mortgage loan officer can assist with is the high cost of living in the area. With a median home value of over $1 million, many residents may struggle to afford a home without the help of a mortgage loan. A loan officer can work with residents to find the best loan options to make homeownership a reality in this expensive area.

Tax Services

Residents of Larkspur, CA would benefit greatly from the expertise of a tax advisor. One specific way a tax advisor could help is by navigating the complex tax laws surrounding the city's thriving small business community. Larkspur is home to many small businesses, ranging from boutique shops to restaurants, and a tax advisor could assist in maximizing deductions and minimizing tax liabilities for these businesses. Additionally, Larkspur residents who own rental properties or have investment portfolios could also benefit from the guidance of a tax advisor in order to ensure compliance with tax laws and optimize their financial strategies. Overall, a tax advisor can provide invaluable assistance to Larkspur residents in navigating the intricacies of the tax system and achieving financial success.

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