Estate Planning Attorneys in Marin County, CA

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List of Firms

Top Marin County, CA Estate Planning Law Firms

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Scott Flaxman Law
5 out of 5
Location 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, USA
Phone (415) 702-7032
Language https://www.scottflaxmanlaw.com/
Directions
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Deborah Breiner
5 out of 5
Location 999 Fifth Ave #350, San Rafael, CA 94901, USA
Phone (415) 493-0700
Language http://deborahbreiner.com/
Directions
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Law Offices of Amir S. Sarreshtehdary
5 out of 5
Location 4040 Civic Center Dr, San Rafael, CA 94903, USA
Phone (415) 506-4556
Language https://amirslaw.com/
Directions
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Kerry Spence Estate Plans, Inc.
4 out of 5
Location 55 Mitchell Blvd Suite 9, San Rafael, CA 94903, USA
Phone (415) 453-5952
Language https://kerryspenceestateplans.com/
Directions
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Codi M. Dada Law Offices P.C.
5 out of 5
Location 802 Grant Ave, Novato, CA 94945, USA
Phone (415) 827-1425
Language https://www.novatolawyers.com/
Directions
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Law Office of Sara R. Diamond
5 out of 5
Location 3150 Hilltop Mall Rd #29, Richmond, CA 94806, USA
Phone (510) 241-4489
Language http://www.saradiamondattorney.com/
Directions
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The Marne Law Group
5 out of 5
Location 30 N San Pedro Rd Ste 195, San Rafael, CA 94903, USA
Phone (415) 499-8100
Language http://www.marnelaw.com/
Directions
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Pappas Getchel Marlene
5 out of 5
Location 790 Mission Ave, San Rafael, CA 94901, USA
Phone (415) 457-8830
Language http://www.getchellestateattorney.com/
Directions
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Hedemark Law - Wills, Trusts, Estate Planning Attorney
5 out of 5
Location 220 Montgomery St STE 1100, San Francisco, CA 94104, USA
Phone (415) 692-1503
Language https://www.hedemarklaw.com/
Directions
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Greene Estate, Probate, & Elder Law Firm
5 out of 5
Location 447 Sutter St, San Francisco, CA 94108, USA
Phone (415) 905-0215
Language https://assetprotectionbayarea.com/
Directions
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Law Offices of Christopher J. Cook
5 out of 5
Location 100 Professional Center Dr Suite 116, Novato, CA 94947, USA
Phone (415) 234-8937
Language https://www.cjcooklaw.com/
Directions
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Law Offices of Brendan P. Brewer
5 out of 5
Location 950 Northgate Dr #202, San Rafael, CA 94903, USA
Phone (415) 492-0590
Language http://www.brewerlawoffices.com/
Directions
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Novatoprobatelawyer.com - Peter T Churchill, Trust, Wills, Generational Transfer
5 out of 5
Location 1682 Novato Blvd, Novato, CA 94947, USA
Phone (415) 898-2600
Directions
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Law Offices of Mary L. Symons
Location 1000 4th St #875, San Rafael, CA 94901, USA
Phone (415) 256-5408
Language http://www.msymonslaw.com/
Directions
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Estate Planning With Heart - De Fonte Law PC
5 out of 5
Location 4104 24th St Suite 212, San Francisco, CA 94114, USA
Phone (415) 735-6959
Language http://www.defontelaw.com/
Directions
Estate Planning Lawyers in Marin County, CA

Where Estate Planners in Marin County, CA Serve

Marin County, located in Northern California, is a picturesque and affluent region known for its natural beauty, diverse communities, and vibrant economy. From the stunning vistas of Mount Tamalpais to the charming towns of Sausalito and Tiburon, Marin County is home to several landmarks that attract tourists and locals alike. Some of the top employers in Marin County include Autodesk, Kaiser Permanente, and BioMarin Pharmaceutical Inc., which provide jobs in a range of industries such as technology, healthcare, and biotech. Major highways and streets in Marin County include Highway 101, which runs north-south through the county and connects it to San Francisco and the rest of the Bay Area. Other important roads include Sir Francis Drake Boulevard, which winds through the scenic hills of West Marin, and the Golden Gate Bridge, which provides a stunning gateway into the county from San Francisco. Marin County is made up of several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Marin County, CA

Banks and Credit Unions

Residents of Marin County, CA can greatly benefit from the services provided by a bank. One of the most common ways that a bank can help residents is by providing them with access to loans and credit. Marin County is known for its high cost of living, and many residents may need assistance in purchasing a home or starting a business. A bank can offer various loan options, such as mortgages and small business loans, to help residents achieve their financial goals. Additionally, banks can provide convenient access to financial services, such as online banking and mobile deposits, that can save residents time and effort. Overall, a bank can be a valuable resource for residents of Marin County looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Marin County, CA can greatly benefit from the expertise of an insurance broker. With the county's reputation for being one of the wealthiest and most expensive areas in the country, navigating the insurance market can be daunting. An insurance broker can help residents find the best coverage for their needs, whether it be for home, auto, or health insurance. They can also provide guidance on how to save money on premiums and ensure that residents are not underinsured. Additionally, with the risk of natural disasters such as wildfires and earthquakes in Marin County, an insurance broker can help residents understand their coverage and ensure they are adequately protected in the event of a disaster.

Retirement Planning

Residents of Marin County, CA could greatly benefit from the services of a retirement planner. With its high cost of living and affluent population, Marin County presents unique challenges for those preparing for retirement. A retirement planner can help residents navigate the complexities of retirement planning, including managing investments, creating a budget, and maximizing social security benefits. In addition, a retirement planner can provide guidance on how to maintain a comfortable lifestyle in Marin County without overspending. With the help of a retirement planner, residents of Marin County can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Marin County, CA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Marin County is known for its high cost of living, and many residents may struggle to save enough money to retire comfortably. A wealth manager can help individuals create a personalized retirement plan that takes into account their current financial situation and long-term goals. Additionally, many residents of Marin County may have complex financial situations, such as owning multiple properties or running a small business. A wealth manager can provide guidance on how to manage these assets and ensure that they are being used to their full potential. Overall, a wealth manager can help residents of Marin County achieve financial security and peace of mind.

Financial Advisor

Residents of Marin County, CA can greatly benefit from the assistance of a financial advisor in several ways. One specific benefit is the guidance they can provide on navigating the high cost of living in the area. With Marin County being one of the wealthiest counties in the United States, the cost of housing, transportation, and other expenses can be a significant burden on residents. A financial advisor can help individuals and families create a budget, manage debt, and invest wisely to ensure they can maintain their lifestyle without sacrificing their financial stability. Additionally, a financial advisor can provide advice on retirement planning, tax strategies, and estate planning to help residents achieve their long-term financial goals. Overall, a financial advisor can be an invaluable resource for anyone looking to secure their financial future in Marin County.

Mortgage Loan Officer

Residents of Marin County, CA would benefit from the expertise of a mortgage loan officer in a number of ways. Firstly, Marin County is one of the most expensive areas to live in California, and a mortgage loan officer can help residents navigate the complex process of securing a home loan. Additionally, Marin County is known for its high-income earners, and a mortgage loan officer can help these residents access more favorable loan terms and interest rates. Finally, Marin County is home to a large number of retirees, and a mortgage loan officer can help these residents explore options such as reverse mortgages to access the equity in their homes. Overall, a mortgage loan officer can provide invaluable support to residents of Marin County looking to purchase or refinance a home.

Tax Services

Residents of Marin County, CA can benefit greatly from the expertise of a tax advisor. With the high cost of living in Marin County, many residents may find themselves in need of guidance on how to maximize their deductions and minimize their tax liabilities. A tax advisor can help residents navigate the complex tax laws and regulations specific to California, as well as provide advice on retirement planning and investment strategies. Additionally, with the prevalence of small business owners and entrepreneurs in Marin County, a tax advisor can assist with tax planning and compliance for these individuals. Overall, a tax advisor can provide invaluable assistance to residents of Marin County, ensuring they are making the most of their financial situation.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Marin County, CA can provide a range of services to help individuals and families plan for the future. With Marin County's high cost of living and unique blend of urban and rural areas, estate planning can be particularly complex in this region. A skilled attorney can assist with drafting wills and trusts, creating powers of attorney and healthcare directives, and navigating the complicated tax implications of estate planning. They can also offer guidance on charitable giving and asset protection strategies, which can be especially important for those with significant wealth. By working with an estate planning lawyer in Marin County, individuals can ensure that their assets are distributed according to their wishes and their loved ones are protected in the event of incapacity or death.

Marin County, CA is undeniably the best place to get an estate planning lawyer. With its stunning natural beauty and affluent community, it attracts some of the most experienced and knowledgeable lawyers in the field. The county is home to a thriving legal community, and its lawyers are renowned for their expertise in estate planning, probate, and trust administration. Marin County's legal professionals are well-versed in the intricacies of California law and have a deep understanding of the unique needs of their clients. Moreover, Marin County's proximity to San Francisco and Silicon Valley makes it an ideal location for estate planning lawyers who specialize in serving high net worth individuals and families. In short, if you're looking for an estate planning lawyer who can provide you with top-notch legal advice and guidance, Marin County is the place to be.