Estate Planning Attorneys in San Carlos, CA

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List of Firms

Top San Carlos, CA Estate Planning Law Firms

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McDowall Cotter
5 out of 5
Location 2070 Pioneer Ct, San Mateo, CA 94403, USA
Phone (650) 572-7933
Language http://www.mcdlawyers.net/
Directions
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Rivkin Firm
5 out of 5
Location 951 Mariners Island Blvd #300, San Mateo, CA 94404, USA
Phone (855) 239-4554
Language http://www.rivkinfirm.com/
Directions
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Gilfix & La Poll Associates
5 out of 5
Location 801 E Charleston Rd, Palo Alto, CA 94303, USA
Phone (650) 683-9200
Language https://www.gilfix.com/
Directions
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Law Office of Steve Leydiker
5 out of 5
Location 1771 Woodside Rd, Redwood City, CA 94061, USA
Phone (650) 364-3455
Language http://www.leydikerlaw.com/
Directions
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Philip H Shecter Law Offices
2 out of 5
Location 1313 Laurel St UNIT 222, San Carlos, CA 94070, USA
Phone (650) 592-5676
Directions
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Carmen Rosas Law - Your Legacy Protection Firm
5 out of 5
Location 3705 Haven Ave Suite 110, Menlo Park, CA 94025, USA
Phone (650) 503-3770
Language http://www.yourlegacyprotectionfirm.com/
Directions
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Gadi Zohar, Esq.
5 out of 5
Location 2211 Park Blvd Unit 10, Palo Alto, CA 94306, USA
Phone (650) 449-6671
Language https://www.gadizohar.com/?npcmp=dir:local:4853870:94306
Directions
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Aaronson Dickerson Cohn & Lanzone
5 out of 5
Location 1001 Laurel St suite a, San Carlos, CA 94070, USA
Phone (650) 593-3117
Language http://www.adcl.com/
Directions
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Law Offices of David T. Moutoux
Location 865 Laurel St # 2, San Carlos, CA 94070, USA
Phone (650) 596-8135
Language http://www.moutouxlaw.com/
Directions
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Baumann & Hurlimann
4 out of 5
Location 495 Seaport Ct #101, Redwood City, CA 94063, USA
Phone (650) 381-0200
Language http://members.calbar.ca.gov/fal/Member/Detail/79291
Directions
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Mark Schiavenza Law Offices
Location 1313 Laurel St # 114, San Carlos, CA 94070, USA
Phone (650) 593-5606
Directions
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Klosek Law Offices
5 out of 5
Location 437 Kipling St Suite 150, Palo Alto, CA 94301, USA
Phone (650) 252-1048
Language http://www.kloseklawoffices.com/
Directions
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Joshua M. Bentley
5 out of 5
Location 461 Laurel St, San Carlos, CA 94070, USA
Phone (650) 264-8084
Language http://members.calbar.ca.gov/fal/Member/Detail/154201
Directions
Estate Planning Lawyers in San Carlos, CA

Where Estate Planners in San Carlos, CA Serve

San Carlos, CA is a charming city located in the heart of the Silicon Valley. It is home to several landmarks that attract both locals and tourists alike, such as the Hiller Aviation Museum, the Pulgas Water Temple, and the Burton Park. The city boasts of a thriving economy, with top employers such as Kelly-Moore Paints, Natera, and MarkLogic Corporation. San Carlos is conveniently located near major highways such as the US-101 and I-280, making it easily accessible from neighboring cities. Its streets, including Laurel Street and San Carlos Avenue, are lined with a variety of shops, restaurants, and cafes that cater to every taste and preference. The city is divided into several neighborhoods, each with its unique charm and character, such as White Oaks, Howard Park, and Beverly Terrace. Overall, San Carlos is a vibrant city that offers a perfect blend of modern amenities and small-town charm.

Financial Services Related to Estate Planning in San Carlos, CA

Banks and Credit Unions

Residents of San Carlos, CA would benefit greatly from a bank in a number of ways. Firstly, a bank would provide convenient access to financial services such as checking and savings accounts, loans, and credit cards. This would allow residents to manage their finances more efficiently and securely. Additionally, a bank could offer specialized services tailored to the needs of the San Carlos community, such as assistance with home loans for the many families who live in the area. A bank could also provide financial education and resources to help residents make informed decisions about their money. Overall, a bank would be an invaluable resource for the residents of San Carlos, providing them with the tools and support they need to achieve their financial goals.

Insurance Broker

Residents of San Carlos, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the Bay Area, it can be challenging to find affordable insurance options that meet individual needs. An insurance broker can help residents navigate the complex insurance market and find policies that fit their budget and coverage requirements. Additionally, San Carlos is located in an area prone to earthquakes and wildfires, making it crucial for residents to have comprehensive coverage for these events. An insurance broker can help residents find policies that provide adequate protection against these natural disasters. Overall, an insurance broker can provide invaluable assistance to San Carlos residents in finding the right insurance policies to protect their assets and financial well-being.

Retirement Planning

Residents of San Carlos, CA would benefit greatly from the assistance of a retirement planner. With its high cost of living, many residents struggle to save enough for retirement. A retirement planner can help them develop a personalized plan that takes into account their unique financial situation and goals. This could include strategies for maximizing Social Security benefits, minimizing taxes, and investing in the right mix of stocks, bonds, and other assets. Additionally, a retirement planner can help San Carlos residents navigate the complex world of healthcare and long-term care planning, which is especially important given the area's aging population. By working with a retirement planner, San Carlos residents can feel confident that they are on track to achieve their retirement dreams.

Wealth Management

Residents of San Carlos, CA can benefit from the expertise of a wealth manager in various ways. Firstly, a wealth manager can help them build a personalized investment portfolio that aligns with their financial goals and risk tolerance. San Carlos, CA is known for its affluent community, and a wealth manager can help residents manage their wealth and plan for their future. Secondly, a wealth manager can assist with tax planning, ensuring that residents are maximizing their tax benefits and minimizing their liabilities. This can be especially important in San Carlos, CA, where the cost of living is relatively high. Finally, a wealth manager can provide financial education and guidance to help residents make informed decisions about their finances. In a city like San Carlos, CA, where the median household income is over $140,000, having a wealth manager to provide guidance can be invaluable.

Financial Advisor

Residents of San Carlos, CA can benefit greatly from the guidance of a financial advisor. With the high cost of living in the Bay Area, it's important to have a solid financial plan in place. A financial advisor can help residents navigate the local real estate market, which is notoriously competitive and expensive. Additionally, they can provide advice on retirement planning, investment strategies, and debt management. San Carlos is a family-friendly community with excellent schools, but the cost of raising a family here can be steep. A financial advisor can help families prioritize their financial goals and develop a plan to achieve them. Overall, a financial advisor can help residents of San Carlos feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of San Carlos, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents navigate the complex process of obtaining a mortgage, identifying the best loan options for their unique financial situation, and providing guidance on how to improve credit scores and financial standing. One specific challenge that residents of San Carlos may face is the high cost of living in the area. A mortgage loan officer can help residents find affordable housing options and secure competitive interest rates, which can make a significant difference in their ability to purchase a home in this expensive market. By working with a mortgage loan officer, residents of San Carlos can achieve their homeownership goals and build a strong financial future.

Tax Services

Residents of San Carlos, CA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws in California. With the state's high tax rates and ever-changing regulations, it can be challenging for residents to stay up-to-date and ensure they are maximizing their deductions and credits. Additionally, a tax advisor can provide personalized advice on how to minimize tax liability and plan for the future, taking into account factors such as the high cost of living in San Carlos. By working with a tax advisor, residents can feel confident that they are making informed decisions and optimizing their financial situation.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in San Carlos, CA can offer a wide range of services to assist clients in planning their estates. These services may include drafting wills, trusts, and other estate planning documents, as well as providing advice on tax planning, asset protection, and charitable giving. Additionally, estate planning lawyers in San Carlos, CA can help clients navigate complex probate and trust administration processes, ensuring that their wishes are carried out in accordance with the law. In this bustling city, known for its vibrant community and rich history, estate planning lawyers are well-versed in the unique legal considerations that may arise, such as property laws specific to the area and the intricacies of California probate law. With their extensive knowledge and experience, estate planning lawyers in San Carlos, CA can provide invaluable guidance to individuals and families seeking to plan for their future and protect their legacies.

San Carlos, CA is undoubtedly the best place to get an estate planning lawyer. The city, located in the heart of Silicon Valley, boasts a robust legal system that is second to none. With a population of just over 30,000, San Carlos is small enough to provide personalized legal services, yet large enough to offer a diverse pool of highly skilled estate planning attorneys. What sets San Carlos apart from other cities, however, is its commitment to innovation and technology. As a hub of innovation, San Carlos is home to many tech companies, and its legal system has adapted to meet the unique needs of these companies. Estate planning lawyers in San Carlos are well-versed in the latest legal developments and are equipped to handle complex legal issues with ease. Whether you are looking to protect your assets or plan for the future, San Carlos is the place to go for top-notch estate planning legal services.