Estate Planning Attorneys in Saratoga, CA

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List of Firms

Top Saratoga, CA Estate Planning Law Firms

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saratogaestateplanningelderlawyer.com
Location 14500 Big Basin Way, Saratoga, CA 95070, USA
Phone (408) 741-3500
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The Law Firm of Lisa Chan
5 out of 5
Location 19925 Stevens Creek Blvd, Cupertino, CA 95014, USA
Phone (408) 230-8266
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Law Offices of Robert P Bergman
Location 1777 Saratoga Ave #208, San Jose, CA 95129, USA
Phone (408) 247-0444
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Law Offices of Timothy D. Henry
5 out of 5
Location 1871 The Alameda #333, San Jose, CA 95126, USA
Phone (408) 643-0942
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Douglass Barnes, LLP
5 out of 5
Location 14414 Oak St, Saratoga, CA 95070, USA
Phone (408) 395-4800
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Ainer Fraker Llp
Location Saratoga, CA 95070, USA
Phone (408) 647-2322
Directions
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Freed Law Firm
Location 18840 Saratoga-Los Gatos Rd #a, Los Gatos, CA 95030, USA
Phone (408) 354-7403
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Law Office of Peter A. Lindstrom
4 out of 5
Location 20 S Santa Cruz Ave #300, Los Gatos, CA 95030, USA
Phone (408) 596-2946
Directions
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The Law Offices of Richard Wingerden
5 out of 5
Location 777 N First St Suite 333, San Jose, CA 95112, USA
Phone (408) 273-8239
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The Singh Law Firm
5 out of 5
Location 43480 Mission Blvd #270, Fremont, CA 94539, USA
Phone (510) 742-9500
Directions
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Coward and Geisick, LLP
5 out of 5
Location 16450 Los Gatos Blvd, Los Gatos, CA 95032, USA
Phone (408) 358-3773
Directions
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Ainer & Fraker LLP
4 out of 5
Location 14500 Big Basin Way suite k, Saratoga, CA 95070, USA
Phone (800) 775-7612
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The Law Offices Of Adam T. Evan
5 out of 5
Location 950 S Bascom Ave # 1113, San Jose, CA 95128, USA
Phone (408) 515-9005
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Stuart G. Schmidt, Estate Planning Attorney at Sweeney Mason LLP
3 out of 5
Location 983 University Ave, Los Gatos, CA 95032, USA
Phone (408) 356-3000
Directions
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Law Offices of Berge & Berge LLP
5 out of 5
Location 1101 S Winchester Blvd Suite I-208, San Jose, CA 95128, USA
Phone (669) 244-3546
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Family Law Divorce Tax Estate Planning Attorney Samuel Maverick
4 out of 5
Location 651 W Hamilton Ave #1000, Campbell, CA 95008, USA
Phone (408) 819-8584
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Affordable Living Trusts
4 out of 5
Location 14567 Big Basin Way # A1, Saratoga, CA 95070, USA
Phone (408) 741-1627
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Hinshaw Estate Planning
5 out of 5
Location 12901 Saratoga Ave, Saratoga, CA 95070, USA
Phone (408) 861-6500
Directions
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Law Offices of Miriam Behman Brody
Location 19040 Cox Ave Suite 3, Saratoga, CA 95070, USA
Phone (408) 257-0900
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Legato Law
5 out of 5
Location 233 W Main St, Los Gatos, CA 95030, USA
Phone (408) 645-0100
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Anastasi & Nielsen
4 out of 5
Location 42 W Campbell Ave suite 200, Campbell, CA 95008, USA
Phone (408) 294-9700
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Valley Law Center
1 out of 5
Location 10455 Torre Ave, Cupertino, CA 95014, USA
Phone (408) 660-8050
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Law Office of Tanja Luemmen-Seidel
Location k, 14500 Big Basin Way, Saratoga, CA 95070, USA
Phone (408) 833-9956
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Norton Basu LLP
5 out of 5
Location 15951 Los Gatos Blvd Suite 1, Los Gatos, CA 95032, USA
Phone (408) 850-7250
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The Law Offices Of Janis A Carney
4 out of 5
Location 19100 Cox Ave STE A, Saratoga, CA 95070, USA
Phone (408) 673-4798
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Davies Thomas W
4 out of 5
Location 14625 Big Basin Way, Saratoga, CA 95070, USA
Phone (408) 867-9900
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Law Office of Cheri E. Michaelis
5 out of 5
Location 2570 N First St Ste 200, San Jose, CA 95131, USA
Phone (408) 228-4754
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Still Jennifer H
Location 12901 Saratoga Ave, Saratoga, CA 95070, USA
Phone (408) 861-6500
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Hales & George Law Office
5 out of 5
Location 19040 Cox Ave #3, Saratoga, CA 95070, USA
Phone (408) 255-6292
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Law Offices of Richard J. Hess
4 out of 5
Location 20465 Saratoga-Los Gatos Rd, Saratoga, CA 95070, USA
Phone (408) 872-0252
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Legacy Planning Law Group
1 out of 5
Location 4340 Stevens Creek Blvd Suite 160, San Jose, CA 95129, USA
Phone (408) 244-5754
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Red Metric Law | DUI and Criminal Lawyers
5 out of 5
Location 1190 Saratoga Ave suite 240, San Jose, CA 95129, USA
Phone (510) 999-5879
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Zolla Law Firm
5 out of 5
Location 16450 Los Gatos Blvd, Los Gatos, CA 95032, USA
Phone (408) 358-6900
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Poyner Law Firm - Estate Planning Law Firm
5 out of 5
Location 16450 Los Gatos Blvd # 216, Los Gatos, CA 95032, USA
Phone (408) 358-1900
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Richard J Hess Law Office
Location 19925 Stevens Creek Blvd, Cupertino, CA 95014, USA
Phone (408) 872-0252
Directions
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Dermer Law Firm
5 out of 5
Location 15720 Winchester Blvd # 200, Los Gatos, CA 95030, USA
Phone (408) 395-5111
Directions
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Law Office of Thomas E. Rossmeissl
5 out of 5
Location 16450 Los Gatos Blvd Suite 108, Los Gatos, CA 95032, USA
Phone (408) 883-3197
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Sowards Law Firm
5 out of 5
Location 2542 S Bascom Ave #210, Campbell, CA 95008, USA
Phone (408) 371-6000
Directions
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Sweeney Mason LLP
4 out of 5
Location 983 University Ave #104C, Los Gatos, CA 95032, USA
Phone (408) 356-3000
Directions
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Sugai & Sudweeks
5 out of 5
Location 200 S Santa Cruz Ave STE 100, Los Gatos, CA 95030, USA
Phone (408) 354-0200
Directions
Estate Planning Lawyers in Saratoga, CA

Where Estate Planners in Saratoga, CA Serve

Nestled in the heart of Silicon Valley, Saratoga, CA is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it an ideal place to live, work, and play. From the historic Hakone Estate and Gardens to the iconic Villa Montalvo, Saratoga is home to a wealth of cultural and natural attractions that draw visitors from far and wide. Additionally, the city is home to a number of top employers, including Netflix, Apple, and Google, which provide ample job opportunities for residents. Major highways and streets such as Highway 9 and Saratoga-Sunnyvale Road make it easy to get around town, while neighborhoods like Brookview and Parker Ranch offer a variety of housing options for those looking to settle down in Saratoga. With its unique blend of history, culture, and innovation, Saratoga is truly a city like no other.

Financial Services Related to Estate Planning in Saratoga, CA

Banks and Credit Unions

Residents of Saratoga, CA can benefit from a bank in a multitude of ways. For instance, a bank can help residents with their financial needs such as opening a savings account, applying for a mortgage, or obtaining a personal loan. Due to the high cost of living in Saratoga, many residents may require financial assistance, and a bank can provide them with the necessary support. Moreover, Saratoga is known for its affluent community, and a bank can offer wealth management services to those who require it. Additionally, with Saratoga being a small town, a bank can provide a local and personalized service that caters to the needs of the community. Overall, a bank can be a valuable resource for residents of Saratoga, CA, providing them with financial assistance and support.

Insurance Broker

Residents of Saratoga, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for their clients' unique needs and circumstances. This is especially important in Saratoga, where many residents own high-value homes and properties that require specialized coverage. An insurance broker can also help residents navigate the complex world of health insurance, ensuring they have the coverage they need to stay healthy and financially secure. Additionally, an insurance broker can help residents save money by finding the best deals and discounts on insurance policies, which is especially important in a city like Saratoga where the cost of living is high. Overall, an insurance broker can be a valuable resource for residents of Saratoga, helping them protect their assets, health, and financial wellbeing.

Retirement Planning

Residents of Saratoga, CA can benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, it is important for Saratoga residents to plan ahead for their retirement years. A retirement planner can help them navigate the complex world of retirement savings, investment options, and tax implications. Additionally, Saratoga is known for its large population of tech industry professionals, who may have unique retirement planning needs. A retirement planner can help these individuals understand their stock options, equity compensation, and other financial considerations specific to their industry. Overall, a retirement planner can provide invaluable guidance and peace of mind for Saratoga residents as they prepare for their golden years.

Wealth Management

Residents of Saratoga, CA could benefit greatly from the services of a wealth manager. With a median household income of over $200,000, many Saratoga residents have significant assets that could be better managed and invested. A wealth manager could help these individuals create a personalized financial plan that takes into account their unique goals and risk tolerance. Additionally, with the high cost of living in the Bay Area, a wealth manager could provide guidance on how to balance saving for the future with enjoying the present. For example, they could help clients navigate the complexities of purchasing a home in Saratoga, where the median home value is over $2 million. Overall, a wealth manager could provide invaluable support to Saratoga residents looking to build and maintain their wealth.

Financial Advisor

Residents of Saratoga, CA could benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways would be in navigating the high cost of living in the area. Saratoga is known for its affluent community and expensive real estate market, which can make it challenging for residents to manage their finances effectively. A financial advisor could help individuals and families create a budget, manage debt, and plan for long-term financial goals such as retirement or saving for their children's education. Additionally, with many residents of Saratoga working in the tech industry, a financial advisor could provide guidance on stock options, equity compensation, and other unique financial considerations that come with working in the tech sector. Overall, a financial advisor could provide invaluable support and expertise to help residents of Saratoga achieve financial stability and security in a region known for its high cost of living.

Mortgage Loan Officer

Residents of Saratoga, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or seasoned homeowners looking to upgrade. In Saratoga, where the median home price is over $2 million, a mortgage loan officer can help residents navigate the complex world of high-end real estate financing. They can also assist with refinancing existing mortgages, helping residents save money on monthly payments or access equity in their homes. With their expertise and knowledge of the local real estate market, mortgage loan officers can provide invaluable guidance and support to residents of Saratoga, CA.

Tax Services

Residents of Saratoga, CA can benefit greatly from the expertise of a tax advisor. With the high cost of living in the area, it is essential to optimize tax planning and minimize tax liabilities. A tax advisor can provide guidance on tax deductions and credits specific to Saratoga, such as property tax deductions for homeowners and deductions for donations to local schools and non-profits. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring compliance and avoiding costly penalties. By working with a tax advisor, residents of Saratoga can make informed decisions that maximize their financial well-being and minimize their tax burden.

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