Estate Planning Attorneys in San Ramon, CA

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List of Firms

Top San Ramon, CA Estate Planning Law Firms

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Jahangiri Law Group - Lubna K. Jahangiri
5 out of 5
Location 210 Porter Dr Suite 230, San Ramon, CA 94583, USA
Phone (925) 574-0100
Directions
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Whipple, Mercado & Associates LLP
4 out of 5
Location 111 Deerwood Rd Suite 175, San Ramon, CA 94583, USA
Phone (925) 344-5050
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Jonathan C. Watts | East Bay Business & Tax Lawyer
5 out of 5
Location 2010 Crow Canyon Pl Suite 100, San Ramon, CA 94583, USA
Phone (925) 217-3255
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Law Office of James D. Stein, PC
5 out of 5
Location 111 Deerwood Rd Suite 200, San Ramon, CA 94583, USA
Phone (510) 999-6054
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Jordan Law Office, A Professional Corporation
4 out of 5
Location 18 Crow Canyon Ct STE 280, San Ramon, CA 94583, USA
Phone (925) 913-0275
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The Law Offices Of Cummins & Holmes
5 out of 5
Location 18 Crow Canyon Ct #340, San Ramon, CA 94583, USA
Phone (925) 552-0600
Directions
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Claassen Marrs, P.C.
5 out of 5
Location 111 Deerwood Rd STE 200, San Ramon, CA 94583, USA
Phone (925) 490-9083
Directions
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Dental & Medical Counsel, P.C.
5 out of 5
Location 111 Deerwood Rd #340, San Ramon, CA 94583, USA
Phone (925) 999-8200
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Soodeehul Law
5 out of 5
Location 2010 Crow Canyon Pl #100, San Ramon, CA 94583, USA
Phone (925) 277-3430
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Hanson Law Center
3 out of 5
Location 3130 Crow Canyon Pl #270, San Ramon, CA 94583, USA
Phone (925) 830-1500
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Ghantous Law Corporation
5 out of 5
Location 2603 Camino Ramon STE 200, San Ramon, CA 94583, USA
Phone (925) 242-2431
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Towey Joseph Attorney At Law
Location 126 Rassani Dr, Danville, CA 94506, USA
Phone (925) 234-7878
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Doyle Quane
4 out of 5
Location 571 Hartz Ave, Danville, CA 94526, USA
Phone (925) 314-2320
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Patton Sullivan Brodehl LLP
5 out of 5
Location 12647 Alcosta Blvd # 430, San Ramon, CA 94583, USA
Phone (925) 600-1800
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Geraldi Law Office
4 out of 5
Location 4000 Executive Pkwy #155, San Ramon, CA 94583, USA
Phone (925) 364-4741
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THE INTELLIGENT LAW FIRM, A PROFESSIONAL LAW CORPORATION
5 out of 5
Location 111 Deerwood Rd Suite 200, San Ramon, CA 94583, USA
Phone (925) 236-2645
Directions
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The Law Offices of Ken Begun
5 out of 5
Location 18 Crow Canyon Ct #150, San Ramon, CA 94583, USA
Phone (925) 406-4554
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Rupprecht Law Office
Location Bishop Ranch 12, Building A, One Annabel Lane, Suite 217, San Ramon, CA 94583, USA
Phone (925) 973-0757
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Tierney Law Group, PC
4 out of 5
Location 5700 Stoneridge Mall Rd #390, Pleasanton, CA 94588, USA
Phone (925) 362-3364
Directions
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Hyden-Zakheim, LLP
5 out of 5
Location 18 Crow Canyon Ct, San Ramon, CA 94583, USA
Phone (925) 831-0636
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The Law Office of Dorothy A. Peters
4 out of 5
Location 4115 Blackhawk Plaza Cir, Danville, CA 94506, USA
Phone (925) 648-2003
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Law Office Of Seth W. Wiener
4 out of 5
Location 609 Karina Ct, San Ramon, CA 94582, USA
Phone (925) 487-5607
Directions
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Tri-Valley Divorce Attorney - Peter Tuann
4 out of 5
Location 2010 Crow Canyon Pl #100, San Ramon, CA 94583, USA
Phone (925) 824-3118
Directions
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Hanson F Michael
Location 2603 Camino Ramon #419, San Ramon, CA 94583, USA
Phone (925) 973-0969
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Estate Planning Lawyers in San Ramon, CA

Where Estate Planners in San Ramon, CA Serve

San Ramon, CA is a bustling city located in the East Bay region of Northern California. With a population of over 75,000 people, San Ramon is home to many notable landmarks, including the Bishop Ranch Regional Preserve, the Iron Horse Regional Trail, and the San Ramon Central Park. This city is also home to several top employers, such as Chevron, AT&T, and Robert Half International. Major highways and streets in San Ramon include Interstate 680, Bollinger Canyon Road, and Crow Canyon Road. Additionally, San Ramon is comprised of several unique neighborhoods, including Gale Ranch, Windemere, and Dougherty Valley. Whether you're looking for outdoor adventure, career opportunities, or a place to call home, San Ramon has something for everyone.

Financial Services Related to Estate Planning in San Ramon, CA

Banks and Credit Unions

Residents of San Ramon, CA can benefit from a bank in numerous ways. One of the most common ways is through the provision of financial services such as savings accounts, checking accounts, and loans. San Ramon is a rapidly growing city with a diverse population, and a bank can help residents manage their finances more effectively. For instance, a bank can offer loans to entrepreneurs looking to start businesses in the city, which can create job opportunities for residents. Additionally, a bank can provide financial education to residents, helping them to make informed decisions about their finances. With the right banking services, San Ramon residents can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of San Ramon, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the Bay Area, it's important to have the right insurance coverage to protect your assets and finances. An insurance broker can help San Ramon residents navigate the complex world of insurance policies and find the best coverage options at the most affordable rates. For example, with the risk of wildfires in the area, an insurance broker can help homeowners find policies that provide adequate coverage for fire damage. Additionally, with the high number of tech companies in San Ramon, an insurance broker can assist small business owners in finding comprehensive business insurance policies that protect against cyber attacks and other potential risks. Overall, an insurance broker can provide valuable guidance and support to San Ramon residents looking to protect themselves and their assets.

Retirement Planning

Residents of San Ramon, CA can benefit greatly from the services of a retirement planner. With the high cost of living in the area, many people struggle to save enough for retirement. A retirement planner can help residents create a personalized plan that takes into account their current financial situation, goals, and risk tolerance. They can also provide guidance on investment strategies, tax planning, and estate planning. Additionally, San Ramon has a large population of tech industry workers who may have unique retirement needs, such as stock options or RSUs. A retirement planner can help these individuals navigate these complex financial instruments and make informed decisions about their retirement savings. Overall, a retirement planner can provide invaluable support and peace of mind for residents of San Ramon as they plan for their golden years.

Wealth Management

Residents of San Ramon, CA could benefit from a wealth manager in a variety of ways. One of the most common ways a wealth manager could assist San Ramon residents is by helping them navigate the high cost of living in the area. As a suburb of San Francisco, San Ramon is known for its high housing prices and overall cost of living. A wealth manager could help residents develop a financial plan that takes into account the higher expenses associated with living in the area, as well as help them invest in ways that will allow them to build wealth over time. Additionally, a wealth manager could help San Ramon residents plan for retirement, save for their children's education, and manage their taxes more effectively. Overall, a wealth manager could be an invaluable resource for San Ramon residents looking to secure their financial futures.

Financial Advisor

Residents of San Ramon, CA can benefit from the guidance of a financial advisor in many ways. One specific area where they may need assistance is in navigating the high cost of living in the Bay Area. A financial advisor can help residents create a budget and savings plan that takes into account the higher housing and transportation costs in the region. Additionally, many San Ramon residents work in the tech industry and may have stock options or other complex financial assets that require expert advice. A financial advisor can provide guidance on how to manage these assets and maximize their value. With the help of a financial advisor, residents of San Ramon can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of San Ramon, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. One specific way that residents of San Ramon may benefit from a mortgage loan officer is through their knowledge of the local real estate market. San Ramon is a rapidly growing city with a diverse range of housing options, from modern apartments to spacious single-family homes. A mortgage loan officer can provide valuable insight into the current market conditions, helping residents to make informed decisions about their home purchases. Additionally, they can assist with navigating the complex mortgage application process, ensuring that residents receive the best possible terms and rates for their loans.

Tax Services

Residents of San Ramon, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help San Ramon residents is by providing guidance on how to navigate the complex state and local tax laws. San Ramon is located in Contra Costa County, which has some of the highest property tax rates in the state of California. A tax advisor can help residents understand how to minimize their property tax burden, as well as provide advice on other tax-saving strategies. Additionally, with the recent changes to federal tax laws, a tax advisor can help San Ramon residents understand how the new laws impact their individual tax situation and ensure they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable assistance to San Ramon residents in navigating the often-confusing world of taxes and ensuring they are maximizing their financial resources.

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