Estate Planning Attorneys in Belmont, CA

We did the hard work of finding trustworthy partners in Belmont, CA. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Belmont, CA Estate Planning Law Firms

Trusted Law Corporation
5 out of 5
Location 951 Mariners Island Blvd Ste 300, San Mateo, CA 94404, USA
Phone (650) 504-1995
Language http://www.trustedlc.com/
Directions
Fox, Shjeflo & Babu LLP
5 out of 5
Location 2000 Alameda de las Pulgas #250, San Mateo, CA 94403, USA
Phone (650) 341-2900
Language https://www.fox-shjeflo.com/
Directions
Loew Law Group
5 out of 5
Location 1650 Borel Pl STE 123, San Mateo, CA 94402, USA
Phone (650) 397-8700
Language https://loewlawgroup.com/
Directions
Biddle Law | Alexander M. Biddle Esq.
5 out of 5
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 532-3470
Language https://www.ambiddlelaw.com/
Directions
Shafae Law
5 out of 5
Location 1500 Old County Rd, Belmont, CA 94002, USA
Phone (650) 389-9797
Language http://www.shafaelaw.com/
Directions
Trust Document Service
5 out of 5
Location 951 Old County Rd #205, Belmont, CA 94002, USA
Phone (650) 343-3246
Language http://youwilllovetds.com/
Directions
Fausto Law, P.C.
5 out of 5
Location 830 Old County Rd, Belmont, CA 94002, USA
Phone (650) 948-6114
Language http://www.fausto-law.com/
Directions
Hannig Law Firm LLP
5 out of 5
Location 990 Industrial Rd UNIT 207, San Carlos, CA 94070, USA
Phone (650) 482-3040
Language http://www.hanniglaw.com/
Directions
Cohen Law Office, P.C.
3 out of 5
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 517-6133
Language https://www.clo-law.com/?npcmp=dir:local:3394893:94402
Directions
Vaksman Khalfin, PC
5 out of 5
Location 15 N Ellsworth Ave Suite 103, San Mateo, CA 94401, USA
Phone (650) 450-4945
Language https://www.vaksman-khalfin.com/ca/san-mateo-lawyer/
Directions
Law Office of Jackson Morris
Location 974 Ralston Ave Ste. 4, Belmont, CA 94002, USA
Phone (650) 863-9731
Directions
Law Office of Marisa Nelson, PC
5 out of 5
Location 1300 Industrial Rd Suite 14, San Carlos, CA 94070, USA
Phone (650) 485-3437
Language http://marisanelson.com/
Directions
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
Language http://www.timelessestateplanning.com/
Directions
Falk Barrot & Associates, LLP
5 out of 5
Location 865 Laurel St #4, San Carlos, CA 94070, USA
Phone (650) 463-1550
Language http://www.falkbarrot.com/
Directions
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
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
Chauvel & Glatt, LLP
5 out of 5
Location 66 Bovet Rd Suite 280, San Mateo, CA 94402, USA
Phone (650) 686-5657
Language https://www.chauvellaw.com/?utm_campaign=gmb
Directions
Estate Planning Lawyers in Belmont, CA

Where Estate Planners in Belmont, CA Serve

Belmont, CA is a city that bursts with activity and diversity. From its stunning landmarks to its top employers, there is always something exciting happening in this bustling metropolis. One of the most notable landmarks in Belmont is the Ralston Hall Mansion, which is a stunning example of Victorian architecture. Additionally, the city is home to the Belmont Water Dog Run, an annual event that draws runners from all over the world. When it comes to top employers, Belmont has a diverse range of options. Some of the most prominent companies in the area include Oracle, RingCentral, and Volkswagen Group of America. These employers provide a wide range of job opportunities for residents, from technology and engineering to marketing and sales. Belmont is also home to several major highways and streets that make getting around the city a breeze.

Financial Services Related to Estate Planning in Belmont, CA

Banks and Credit Unions

Residents of Belmont, CA would be helped by a bank in a variety of ways. For instance, a bank can provide financial services such as personal and business loans, checking and savings accounts, and credit cards. A bank can also offer investment options such as stocks, bonds, and mutual funds. Additionally, a bank can provide financial advice and resources to help residents manage their money and plan for the future. Specifically, in Belmont, CA, a bank can help residents with the high cost of living in the area by offering competitive interest rates on loans and savings accounts. This can help residents save money on expenses such as housing, transportation, and healthcare. Furthermore, a bank can provide convenient online and mobile banking services, making it easier for residents to access their accounts and manage their finances from anywhere.

Insurance Broker

Residents of Belmont, CA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find the best insurance coverage for their needs, whether it's for their home, car, or health. This is especially important in Belmont, where the cost of living is higher than the national average. An insurance broker can help residents save money by finding them the most affordable policies that meet their specific requirements. Additionally, an insurance broker can provide expert advice on insurance matters, such as how to file a claim or how to choose the right deductible. Overall, an insurance broker can help residents of Belmont, CA navigate the complex world of insurance and ensure they have the best coverage for their needs.

Retirement Planning

Residents of Belmont, CA can greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner can help is by providing personalized advice on retirement savings and investment strategies. This is particularly important for residents of Belmont, which has a relatively high cost of living compared to other cities in California. A retirement planner can help residents navigate the complexities of retirement planning, such as determining how much to save, how to invest their money, and how to minimize taxes. Additionally, a retirement planner can help residents plan for unexpected expenses, such as medical emergencies, which can be particularly costly in Belmont due to the high cost of healthcare in the area. Overall, a retirement planner can provide invaluable guidance and support to help residents of Belmont achieve their retirement goals and maintain their financial security.

Wealth Management

Residents of Belmont, CA would benefit greatly from the services of a wealth manager. One specific way that a wealth manager could help is by providing personalized investment strategies that take into account the unique financial landscape of Belmont. As a city located in the heart of Silicon Valley, many residents of Belmont work in the tech industry and may have stock options or other equity-based compensation packages. A wealth manager could provide guidance on how to diversify their investments and manage the tax implications of these types of compensation. Additionally, with the high cost of living in the Bay Area, a wealth manager could help residents prioritize their financial goals, such as saving for retirement or a child's education, and develop a plan to achieve them. Overall, a wealth manager could provide valuable financial guidance and support to residents of Belmont, helping them to achieve their long-term financial goals.

Financial Advisor

Residents of Belmont, CA could benefit greatly from the guidance of a financial advisor in a variety of ways. For example, with the high cost of living in Belmont, a financial advisor could help residents create a budget and investment plan to ensure they are saving enough for retirement and other long-term goals. Additionally, with the tech industry being a major employer in the area, a financial advisor could provide guidance on stock options and other equity compensation plans. Overall, a financial advisor can help residents of Belmont navigate the complex world of personal finance and make informed decisions to achieve their financial goals.

Mortgage Loan Officer

Residents of Belmont, CA can benefit greatly from the services of a mortgage loan officer. One specific way that they can be helped is by receiving guidance on navigating the local real estate market. Belmont is a desirable area to live in, with a high demand for housing and limited inventory. A mortgage loan officer can help residents understand their purchasing power and provide insight on the best loan options available to them. Additionally, they can assist in the pre-approval process, making the home buying process smoother and more efficient. With the help of a mortgage loan officer, residents of Belmont can confidently navigate the competitive real estate market and secure their dream home.

Tax Services

Residents of Belmont, CA can benefit greatly from the services of a tax advisor. With the high cost of living in Belmont, many residents are looking for ways to save money and maximize their tax returns. A tax advisor can help individuals and businesses navigate the complex tax laws and regulations to ensure that they are taking advantage of all available deductions and credits. For example, Belmont residents who own rental properties may be able to deduct expenses such as repairs and maintenance, property taxes, and mortgage interest. A tax advisor can also provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on one's tax liability. By working with a tax advisor, residents of Belmont can feel confident that they are making informed financial decisions and minimizing their tax burden.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Belmont, CA can provide a range of services to help individuals and families plan for the future. From drafting wills and trusts to creating healthcare directives and powers of attorney, an estate planning lawyer can help clients ensure that their wishes are carried out in the event of incapacity or death. One specific aspect of estate planning in Belmont, CA that may require attention is the state's community property laws. California is one of only a handful of states that recognizes community property, which means that assets acquired during marriage are generally considered equally owned by both spouses. An estate planning lawyer can help clients navigate these laws and create a plan that takes into account their unique circumstances and wishes.

Belmont, CA is the ultimate destination for anyone seeking the services of an estate planning lawyer. The city boasts a vibrant community with a rich cultural heritage that is evident in its diverse population. The legal professionals in Belmont, CA are highly qualified, with years of experience in estate planning law. They possess a deep understanding of the state's legal framework, which is crucial when it comes to drafting effective estate plans. What's more, Belmont, CA is home to some of the most prestigious law firms in the country, making it a hub for legal expertise. The city's location also makes it easily accessible to clients from neighboring towns and cities. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate law, Belmont, CA is the place to be.