Estate Planning Attorneys in Mill Valley, CA

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List of Firms

Top Mill Valley, CA Estate Planning Law Firms

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Robb & Ross
3 out of 5
Location 591 Redwood Hwy # 2250, Mill Valley, CA 94941, USA
Phone (415) 332-3831
Language http://www.robbandross.com/
Directions
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Ross Jr Sterling L
Location 591 Redwood Hwy # 2250, Mill Valley, CA 94941, USA
Phone (415) 332-3831
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Kelley & Farren, LLP
4 out of 5
Location 1099 E St, San Rafael, CA 94901, USA
Phone (415) 925-5200
Language http://www.kelleyfarren.com/
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Marchi Smith & Levin
5 out of 5
Location 311 Miller Ave # H, Mill Valley, CA 94941, USA
Phone (415) 383-9777
Language https://mslfiduciary.com/
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Marin Law Partners
Location 21 Tamal Vista Blvd STE 204, Corte Madera, CA 94925, USA
Phone (415) 927-2333
Language http://marinlawpartners.com/
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Cooper Law Offices
Location 495 Miller Ave #305, Mill Valley, CA 94941, USA
Phone (415) 388-8300
Language http://www.teclawoffices.com/contact.php
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Law Office of Andrew Rhine
Location 100 Shoreline Hwy #100b, Mill Valley, CA 94941, USA
Phone (415) 968-4353
Language http://www.andrewrhinelaw.com/
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Jeffrey Silberman
Location 21 Millay Pl, Mill Valley, CA 94941, USA
Phone (415) 272-8754
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Law Office of Janet Brewer
5 out of 5
Location 4 Main St Suite 20, Los Altos, CA 94022, USA
Phone (650) 618-2477
Language https://www.calprobate.com/?utm_campaign=gmb
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P James Nevin Sr Law Office
Location 305 Holly St, Mill Valley, CA 94941, USA
Phone (415) 389-1777
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Law Offices of Elizabeth Krivatsy
Location 520 Tamalpais Dr STE 206, Corte Madera, CA 94925, USA
Phone (415) 625-9812
Language http://krivatsylaw.com/
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Gerald B. Dorfman, DORFMAN LAW OFFICE
Location Mill Valley, CA 94942, USA
Phone (415) 389-9590
Language http://dorfmanlawoffice.com/
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Cohen Michael E
Location 38 Miller Ave, Mill Valley, CA 94941, USA
Phone (415) 450-0088
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Von Rock Law, PC
5 out of 5
Location 215 W Portal Ave, San Francisco, CA 94127, USA
Phone (866) 720-0195
Language http://www.vonrocklaw.com/
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Kugelman Law, P.C.
5 out of 5
Location 21 Tamal Vista Blvd # 202, Corte Madera, CA 94925, USA
Phone (415) 968-1780
Language https://kugelmanlaw.com/?utm_source=google&utm_medium=local
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Kaspar & Lugay, LLP
4 out of 5
Location 770 Tamalpais Dr Suite 200, Corte Madera, CA 94925, USA
Phone (415) 449-9432
Language http://www.kasparlugay.com/?utm_campaign=gmb
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Estate Planning Lawyers in Mill Valley, CA

Where Estate Planners in Mill Valley, CA Serve

Nestled in the lush hills of Marin County, Mill Valley, CA is a charming and picturesque town that boasts an array of notable landmarks, top employers, major highways and streets, and distinct neighborhoods. From the iconic Mount Tamalpais, which towers over the town and offers breathtaking views of the Bay Area, to the historic Mill Valley Depot, a beautifully restored train station that now serves as a community center, there is no shortage of cultural and natural landmarks to explore in Mill Valley. Top employers in the area include the Mill Valley School District, which provides quality education to students from kindergarten through high school, as well as the Mill Valley Chamber of Commerce, which supports local businesses and promotes economic growth. Major highways and streets in the area include Highway 101 and the scenic Shoreline Highway, which winds its way along the coast and through the redwood forests of Marin County.

Financial Services Related to Estate Planning in Mill Valley, CA

Banks and Credit Unions

Residents of Mill Valley, CA can benefit from a bank in several ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards to help residents manage their finances. Additionally, a bank can offer investment advice and help residents plan for their future. For example, residents in Mill Valley may want to invest in sustainable energy or eco-friendly projects, and a bank can provide guidance on these types of investments. Furthermore, a bank can offer online banking services, making it easier for residents to access their accounts and make transactions from the comfort of their homes. Overall, a bank can provide valuable resources and support to residents of Mill Valley, CA to help them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Mill Valley, CA can benefit greatly from the services of an insurance broker. With its proximity to the San Francisco Bay Area, Mill Valley is known for its high cost of living and expensive real estate market. An insurance broker can help residents navigate the complexities of finding affordable and comprehensive coverage for their homes, cars, and other assets. Additionally, Mill Valley is located in an area prone to natural disasters such as wildfires and earthquakes. An insurance broker can provide guidance on how to best protect against these risks and ensure that residents are adequately covered in the event of a disaster. Overall, an insurance broker can provide peace of mind and financial security to residents of Mill Valley, CA.

Retirement Planning

Residents of Mill Valley, CA can benefit greatly from the services of a retirement planner. With its high cost of living and affluent population, Mill Valley presents unique financial challenges for retirees. A retirement planner can help residents navigate these challenges by creating a personalized financial plan that takes into account their specific needs and goals. For example, the planner can advise on how to maximize Social Security benefits, manage investments, and plan for healthcare costs. Additionally, the planner can help residents prepare for unexpected events, such as a market downturn or a medical emergency. With the help of a retirement planner, residents of Mill Valley can feel confident that they have a solid financial plan in place for their golden years.

Wealth Management

Residents of Mill Valley, CA could benefit from the services of a wealth manager in a number of ways. For example, many people in this affluent community may have complex financial situations, such as multiple sources of income, investments, and real estate holdings. A wealth manager can help them to navigate these complexities and create a comprehensive financial plan that takes into account their unique needs and goals. Additionally, Mill Valley residents may be interested in socially responsible investing, and a wealth manager can help them to identify opportunities to invest in companies that align with their values. Overall, a wealth manager can provide valuable guidance and support to help Mill Valley residents achieve their financial objectives and feel more confident about their financial future.

Financial Advisor

Residents of Mill Valley, CA could benefit from the guidance of a financial advisor in a number of ways. For example, many residents of this affluent Bay Area community may be looking to invest their wealth in a socially responsible manner. A financial advisor can provide insight into ESG (environmental, social, and governance) investing and help clients align their investments with their values. Additionally, with the high cost of living in the area, many Mill Valley residents may need help creating a budget and managing their expenses. A financial advisor can provide personalized advice on how to save money and make smart financial decisions. Overall, a financial advisor can be a valuable resource for anyone in Mill Valley looking to achieve their financial goals and build a secure future.

Mortgage Loan Officer

Residents of Mill Valley, CA would greatly benefit from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by assisting residents with the home buying process. With the high cost of living in Mill Valley, it can be challenging for residents to save enough money for a down payment on a home. A mortgage loan officer can help residents navigate the complex process of securing a mortgage loan, and provide guidance on the best loan options available to them. Additionally, many residents of Mill Valley are self-employed or work in the tech industry, which can make it difficult to qualify for a mortgage loan. A mortgage loan officer can help residents with unique financial situations find the right loan program to meet their needs.

Tax Services

Residents of Mill Valley, CA can benefit greatly from the services of a tax advisor. With its high cost of living and affluent population, Mill Valley residents often have complex financial situations that require expert guidance. A tax advisor can help residents navigate the intricacies of the tax code, identify deductions and credits that may be overlooked, and develop a personalized tax strategy that maximizes savings and minimizes liabilities. Additionally, with the recent changes to tax laws, it is more important than ever to have a knowledgeable professional on your side. Whether you are a small business owner, an investor, or simply an individual with a high net worth, a tax advisor can provide invaluable assistance in managing your finances and achieving your financial goals.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Mill Valley, CA can provide a wide range of services to help individuals and families plan for the future. From drafting wills and trusts to creating power of attorney documents and healthcare directives, an estate planning lawyer can help ensure that your wishes are carried out in the event of your incapacity or death. With its picturesque location nestled in the foothills of Mount Tamalpais and its vibrant arts and cultural scene, Mill Valley is a unique and dynamic community that requires a nuanced approach to estate planning. An experienced estate planning lawyer in Mill Valley can help you navigate the complex legal landscape and create a plan that reflects your values and priorities. Whether you are a young family just starting out or a retiree looking to protect your assets, an estate planning lawyer in Mill Valley can provide the guidance and support you need to achieve your goals.

Mill Valley, CA is the ultimate destination for anyone seeking an estate planning lawyer. This picturesque city is located in Marin County, California and is known for its affluent community and scenic beauty. With its stunning landscapes, Mill Valley attracts some of the best legal professionals in the industry. The city is home to a plethora of law firms that specialize in estate planning, providing clients with a diverse range of options to choose from. Furthermore, the lawyers in Mill Valley are highly experienced and knowledgeable, with a deep understanding of the intricacies of estate planning. They are well-versed in the laws and regulations governing estate planning in California and can provide expert advice to clients. In short, Mill Valley, CA is the perfect place to find an estate planning lawyer who can help you navigate the complex legal landscape and ensure that your assets are protected for generations to come.