Estate Planning Attorneys in East Palo Alto, CA

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List of Firms

Top East Palo Alto, CA Estate Planning Law Firms

Law Offices of E.J. Hong
SEC File# 801-120057
CRD# 311563
5 out of 5
Location 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA
Phone (650) 460-2022
Language https://www.ejhong.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Roger P Kokores
SEC File# 801-110848
CRD# 131690
5 out of 5
Location 530 Lytton Ave, Palo Alto, CA 94301, USA
Phone (650) 857-1818
Language http://www.kokoreslaw.com/
Directions
Law Offices of Sabrina M. Johnson.
Location 380 Hamilton Ave, Palo Alto, CA 94301, USA
Phone (650) 690-2175
Language http://www.lawsmj.com/contact/
Directions
Ropes & Gray
5 out of 5
Location 1900 University Ave, East Palo Alto, CA 94303, USA
Phone (650) 617-4000
Language https://www.ropesgray.com/en
Directions
Law Office of Peter S. Stern
5 out of 5
Location 350 Cambridge Ave Ste 130, Palo Alto, CA 94306, USA
Phone (650) 326-2282
Language https://www.psternlaw.com/?utm_source=google-local&utm_medium=organic&utm_campaign=1559
Directions
David A. Nearon
Location 2225 E Bayshore Rd, Palo Alto, CA 94303, USA
Phone (650) 493-0305
Language http://www.nearonlaw.com/
Directions
Fidelity Law Offices
5 out of 5
Location 2225 E Bayshore Rd #200, Palo Alto, CA 94303, USA
Phone (650) 521-6910
Language http://www.fidlawoffices.com/
Directions
Tran Sood Law Firm, APLC
Location 2225 E Bayshore Rd, Palo Alto, CA 94303, USA
Phone (408) 625-7963
Language http://transoodlaw.com/
Directions
Summerall Law PC
SEC File# 801-120057
CRD# 311563
Location 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA
Phone (415) 944-9406
Language http://www.summeralllaw.com/
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 7:00 PM Saturday: 10:00 AM – 2:00 PM Sunday: Closed
Directions
Crist Biorn Shepherd Roskoph
4 out of 5
Location 2479 E Bayshore Rd Suite 155, Palo Alto, CA 94303, USA
Phone (650) 321-5000
Language http://www.cbsrlaw.com/
Directions
Lakin Spears LLP
4 out of 5
Location 2400 Geng Rd #110, Palo Alto, CA 94303, USA
Phone (650) 328-7000
Language http://www.lakinspears.com/
Directions
WealthPLAN, PC
SEC File# 801-110848
CRD# 131690
Location 530 Lytton Ave, Palo Alto, CA 94301, USA
Phone (408) 918-9030
Language http://www.wealthplan.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Schwartz & Associates Attorneys
Location 2479 E Bayshore Rd #180, Palo Alto, CA 94303, USA
Phone (650) 325-8200
Language http://www.schwartzattys.com/
Directions
Estate Planning Lawyers in East Palo Alto, CA

Where Estate Planners in East Palo Alto, CA Serve

East Palo Alto, located in the heart of Silicon Valley, is a vibrant city with a rich history and diverse population. The city boasts several landmarks, including the Ravenswood Historic Site, which showcases the area's agricultural and industrial past, and the Don Edwards San Francisco Bay National Wildlife Refuge, which is home to a variety of plant and animal species. Top employers in East Palo Alto include Facebook, Amazon, and Tesla, which have all established major offices in the area. Other major employers include the East Palo Alto School District, the City of East Palo Alto, and the Ravenswood Family Health Center. The city is conveniently located near several major highways, including Highway 101, which provides easy access to San Francisco and San Jose. Other major streets in the area include University Avenue, which is home to a variety of shops and restaurants, and Bay Road, which runs along the edge of the San Francisco Bay. East Palo Alto is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in East Palo Alto, CA

Banks and Credit Unions

Residents of East Palo Alto, CA would benefit greatly from having a bank in their community. One of the most common ways that a bank can help is by providing access to financial services that are essential for daily life. This includes checking and savings accounts, loans, and credit cards. For many residents of East Palo Alto, CA, having access to these services can help them to manage their money more effectively, build credit, and achieve their financial goals. Additionally, a bank can provide financial education and resources to help residents better understand how to manage their money and make informed financial decisions. This is especially important in a community like East Palo Alto, CA, where many residents may be experiencing financial hardship or facing other challenges that make it difficult to access the resources they need to succeed. By providing these services and resources, a bank can play an important role in helping residents of East Palo Alto, CA build a brighter financial future.

Insurance Broker

Residents of East Palo Alto, CA could benefit greatly from the services of an insurance broker. With the high cost of living in the Bay Area, it can be difficult for many families to afford adequate health insurance, car insurance, and home insurance. An insurance broker can help residents of East Palo Alto find affordable insurance options that meet their specific needs. Additionally, East Palo Alto is a diverse community with many non-English speakers. An insurance broker who speaks Spanish or other languages commonly spoken in the community can help bridge the language barrier and ensure that all residents have access to the insurance coverage they need.

Retirement Planning

Residents of East Palo Alto, CA could benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help individuals in East Palo Alto to develop a personalized retirement plan that takes into account their unique financial situation and goals. This is particularly important in East Palo Alto, where the cost of living is high and many residents struggle to make ends meet. Additionally, a retirement planner can provide guidance on how to maximize retirement savings and minimize taxes, which can be especially valuable for residents of East Palo Alto who may not have access to the same resources as those in more affluent areas. Overall, a retirement planner can help residents of East Palo Alto to achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of East Palo Alto, CA could benefit from the expertise of a wealth manager in a number of ways. One specific challenge facing many residents of this community is the high cost of living in the Bay Area. A wealth manager could help individuals and families navigate this expensive environment by providing guidance on budgeting, saving, and investing. They could also help residents plan for major expenses such as home ownership or college tuition. Additionally, a wealth manager could provide education on financial literacy, which is especially important in a community where many residents may not have had access to this kind of knowledge in the past. By working with a wealth manager, residents of East Palo Alto could gain the tools and resources they need to build a more secure financial future.

Financial Advisor

Residents of East Palo Alto, CA could benefit greatly from the guidance of a financial advisor. With a median household income of around $52,000, many families in this area may struggle to make ends meet and save for the future. A financial advisor could help them create a budget, set financial goals, and develop a plan to achieve those goals. Additionally, many residents in East Palo Alto may be unfamiliar with investing or retirement planning, so a financial advisor could provide education and assistance in those areas. With the high cost of living in the Bay Area, having a financial advisor to help residents navigate their finances could make a significant difference in their long-term financial stability.

Mortgage Loan Officer

Residents of East Palo Alto, CA could greatly benefit from the services of a mortgage loan officer. These professionals can assist with the home buying process, including finding the best mortgage rates and loan options for individuals' unique financial situations. In a city where the median home price is significantly higher than the national average, a mortgage loan officer can help residents navigate the competitive housing market and secure the financing needed to purchase a home. Additionally, many residents in East Palo Alto may have limited access to financial resources and may not know where to start when it comes to obtaining a mortgage. A mortgage loan officer can provide guidance and support throughout the process, making the dream of homeownership a reality for many in the community.

Tax Services

Residents of East Palo Alto, CA could benefit greatly from the advice of a tax advisor. With a median household income of $57,000, many residents may be eligible for tax credits and deductions that they are not aware of. Additionally, East Palo Alto has a high population of immigrants, many of whom may be unfamiliar with the US tax system. A tax advisor can help these individuals navigate the complexities of filing taxes and ensure that they are in compliance with all applicable laws. Furthermore, with the recent changes to the tax code, it is more important than ever for residents to seek expert advice to ensure that they are maximizing their deductions and minimizing their tax liability. Overall, a tax advisor can provide invaluable assistance to the residents of East Palo Alto, helping them to save money and avoid costly mistakes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in East Palo Alto, CA can provide a wide range of services to ensure that your assets are distributed in accordance with your wishes after you pass away. They can help you create a will, establish trusts, and name beneficiaries. Additionally, they can assist with tax planning, ensuring that your estate is not subject to excessive taxes. East Palo Alto, CA is a unique community with a diverse population and a rich history. As such, an estate planning lawyer in this area must be well-versed in the nuances of the local community and its legal landscape. They must be able to navigate the complex laws and regulations that govern estate planning in California, while also taking into account the unique needs and concerns of their clients. Whether you are looking to protect your assets, provide for your loved ones, or leave a legacy, an estate planning lawyer in East Palo Alto, CA can help you achieve your goals.

East Palo Alto, CA is undoubtedly the best place to get an estate planning lawyer. Nestled in the heart of Silicon Valley, this city boasts a unique blend of urban and suburban lifestyles. With its diverse population and thriving economy, East Palo Alto is a hub for innovation and growth. One of the most compelling reasons to seek an estate planning lawyer in this city is the abundance of legal expertise available. The city is home to some of the most accomplished and experienced estate planning lawyers in the country. These professionals are well-versed in the intricacies of estate planning laws and regulations and can provide tailored solutions to meet the specific needs of their clients. Moreover, the city's proximity to major tech companies and financial institutions means that estate planning lawyers in East Palo Alto have access to cutting-edge resources and technology that can enhance the quality of their services. With its vibrant culture and thriving legal community, East Palo Alto is the perfect place to find an estate planning lawyer who can help you secure your financial future.