Estate Planning Attorneys in South San Francisco, CA

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List of Firms

Top South San Francisco, CA Estate Planning Law Firms

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Pollak Law, LLP
5 out of 5
Location 700 El Camino Real, Millbrae, CA 94030, USA
Phone (650) 583-5500
Directions
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O'Keeffe Mary Gemma
5 out of 5
Location 1514 Taraval St, San Francisco, CA 94116, USA
Phone (415) 664-6788
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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
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Law Office of K. J. Petsas, PC
5 out of 5
Location 1475 Huntington Ave STE 205, South San Francisco, CA 94080, USA
Phone (650) 624-8181
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Iaccarino Law Group
5 out of 5
Location 533 Airport Blvd. Suite 400, Burlingame, CA 94010, USA
Phone (415) 843-1529
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Law Offices of Hanlen J. Chang
5 out of 5
Location 201 Spear St # 1100, San Francisco, CA 94105, USA
Phone (415) 757-3422
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Law Office of Irene S. Gold
4 out of 5
Location 333 Gellert Blvd, Daly City, CA 94015, USA
Phone (415) 300-0411
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Lee & Haraguchi APC
5 out of 5
Location 611 Gateway Blvd suite 120, South San Francisco, CA 94080, USA
Phone (650) 918-7865
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Timeless Estate Planning - Law Offices of Laura Croft, Esq.
5 out of 5
Location 20 Park Rd Ste D, Burlingame, CA 94010, USA
Phone (650) 787-4142
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Laurie Shigekuni & Associates
4 out of 5
Location 2555 Ocean Ave #202, San Francisco, CA 94132, USA
Phone (415) 584-4550
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Michael J Horton Attorney
Location 156 S Spruce Ave STE 213, South San Francisco, CA 94080, USA
Phone (650) 869-6000
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Catherine Yee Attorney At Law
5 out of 5
Location 456 Montgomery St #700, San Francisco, CA 94104, USA
Phone (415) 982-7312
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Summerall Law, P.C.
5 out of 5
Location 3873 Piedmont Ave #8, Oakland, CA 94611, USA
Phone (415) 944-9406
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Aron Estate Planning, PC
5 out of 5
Location 2358 Market St, San Francisco, CA 94114, USA
Phone (415) 908-1142
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Fox, Shjeflo & Babu LLP
5 out of 5
Location 2000 Alameda de las Pulgas #250, San Mateo, CA 94403, USA
Phone (650) 341-2900
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Estate Planning Lawyers in South San Francisco, CA

Where Estate Planners in South San Francisco, CA Serve

South San Francisco, CA is a bustling city located in the heart of the San Francisco Bay Area. This lively city is home to a plethora of landmarks, including the iconic Oyster Point Marina, which offers breathtaking views of the bay. Additionally, the city boasts a number of top employers, such as Genentech, UPS, and Amgen, who contribute to the city's thriving economy. Major highways and streets, such as Highway 101 and El Camino Real, provide easy access to other parts of the Bay Area. The city is also divided into several distinct neighborhoods, each with its own unique character and charm, including Westborough, Winston Manor, and Avalon Park. With so much to offer, South San Francisco is a vibrant and exciting place to call home.

Financial Services Related to Estate Planning in South San Francisco, CA

Banks and Credit Unions

Residents of South San Francisco, CA can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Additionally, banks can offer financial education and resources to help residents manage their money and plan for their future. For example, with South San Francisco's proximity to Silicon Valley, a bank could provide resources on investing in technology stocks or starting a small business. Furthermore, banks can provide convenient access to cash through ATMs and online banking services, which is especially important for a city with a growing population and a bustling business district. Overall, a bank can be an invaluable resource for the residents of South San Francisco to help them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of South San Francisco, CA could greatly benefit from the services of an insurance broker. With the city's proximity to the San Francisco Bay, residents may face unique risks such as flooding and earthquake damage. An insurance broker can help residents navigate these risks and find the right coverage for their homes and belongings. Additionally, South San Francisco is home to many small businesses, and an insurance broker can assist business owners in finding affordable and comprehensive insurance policies to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to residents of South San Francisco, ensuring that they are adequately protected in the face of unexpected events.

Retirement Planning

Residents of South San Francisco, CA can benefit greatly from the guidance of a retirement planner. With the high cost of living in the area, it can be challenging for individuals to save enough money for retirement. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation and goals. For example, they can assist with strategies to maximize Social Security benefits, manage investments, and plan for healthcare costs. Additionally, with the diverse population in South San Francisco, a retirement planner can provide culturally sensitive advice that takes into account the unique needs and values of different communities. Overall, a retirement planner can be an invaluable resource for residents of South San Francisco looking to secure their financial future.

Wealth Management

Residents of South San Francisco, CA would greatly benefit from the services of a wealth manager. With the city's location in the heart of the Bay Area, many residents have high-paying jobs in the tech industry and need help managing their finances. A wealth manager can provide guidance on investments, retirement planning, and tax strategies to help residents achieve their financial goals. Additionally, with the high cost of living in the Bay Area, a wealth manager can help residents create a budget and manage their expenses to ensure they are making the most of their income. Whether it's planning for a child's college education or saving for a down payment on a home, a wealth manager can provide personalized advice to help residents of South San Francisco, CA achieve financial success.

Financial Advisor

Residents of South San Francisco, CA can benefit greatly from the expertise of a financial advisor. With the high cost of living in the Bay Area, many individuals may struggle with managing their finances and planning for the future. A financial advisor can provide guidance on budgeting, saving for retirement, and investing wisely. Specifically, in South San Francisco, where the tech industry is booming, a financial advisor can help tech employees navigate their stock options and make informed decisions about their financial future. Additionally, with the city's close proximity to San Francisco and Silicon Valley, a financial advisor can help residents navigate the complexities of the local real estate market and make informed decisions about buying or renting property.

Mortgage Loan Officer

Residents of South San Francisco, CA could greatly benefit from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without financial assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and find the best loan options to fit their specific needs. Additionally, South San Francisco is a diverse community with a large population of immigrants, many of whom may not be familiar with the American financial system. A mortgage loan officer can provide guidance and support to these residents, ensuring that they fully understand the terms of their mortgage and are able to make informed decisions about their financial future.

Tax Services

Residents of South San Francisco, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help residents is by providing guidance on the complex tax laws and regulations specific to California. For example, California has some of the highest state income tax rates in the country, which can be a burden for many residents. A tax advisor can help residents navigate these tax laws and identify opportunities for deductions and credits that can lower their tax liability. Additionally, South San Francisco is a hub for biotechnology and healthcare companies, which can create unique tax situations for employees working in these industries. A tax advisor can provide specialized knowledge on tax planning strategies for these professions, such as maximizing retirement contributions or utilizing stock options. Overall, a tax advisor can provide valuable insights and support for residents of South San Francisco in navigating the complex and ever-changing tax landscape.

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