Estate Planning Attorneys in Lafayette, CA

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List of Firms

Top Lafayette, CA Estate Planning Law Firms

Law Offices of Joel A. Harris
5 out of 5
Location 1261 Locust St Number 170, Walnut Creek, CA 94596, USA
Phone (925) 757-4605
Language https://www.joelharrislaw.com/walnut-creek-estate-planning-attorney/
Directions
Business Estate & Tax Attorneys, P.C.
5 out of 5
Location 4 Orinda Way Suite 110-D, Orinda, CA 94563, USA
Phone (925) 317-3467
Language https://beta.law/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing
Directions
The Angell Law Firm, P.C.
3 out of 5
Location 3186 Old Tunnel Rd, Lafayette, CA 94549, USA
Phone (925) 947-2525
Language http://www.angell-law.com/?npcmp=dir:local:3315253:94549
Directions
Law Offices of David B. Pastor
5 out of 5
Location 1280 Boulevard Way #212, Walnut Creek, CA 94595, USA
Phone (925) 932-3346
Language https://www.davidbpastor.com/?utm_source=google-local&utm_medium=organic
Directions
Law Offices of Daniel L. DuRee
4 out of 5
Location 1535 N Main St STE 240, Walnut Creek, CA 94596, USA
Phone (925) 210-1400
Language https://www.dureelaw.com/?utm_source=GMB&utm_medium=Organic&utm_campaign=WalnutCreek
Directions
Law Office of Roger E. Fonseca
SEC File# 801-107067
CRD# 167149
5 out of 5
Location 1990 N California Blvd 8th floor, Walnut Creek, CA 94596, USA
Phone (925) 322-0737
Language https://www.rogerfonsecalaw.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
Pedder, Hesseltine, Walker & Toth, LLP
4 out of 5
Location 3445 Golden Gate Way, Lafayette, CA 94549, USA
Phone (925) 283-6816
Language https://www.pedderlaw.com/
Directions
Thompson Law Offices
5 out of 5
Location 1615 Bonanza St, Walnut Creek, CA 94596, USA
Phone (925) 935-5566
Language https://www.thethompsonlawoffices.com/
Directions
Candelaria PC
5 out of 5
Location 1981 N Broadway #440, Walnut Creek, CA 94596, USA
Phone (925) 233-6222
Language http://candelarialawoffices.com/
Directions
Law Office of Cynthia C. Sayegh
5 out of 5
Location 1855 San Miguel Dr Suite 17-C, Walnut Creek, CA 94596, USA
Phone (925) 945-8831
Language https://www.cindysayeghlaw.com/
Directions
Law Offices of Michael J. Young, Inc.
5 out of 5
Location 1931 San Miguel Dr #220, Walnut Creek, CA 94596, USA
Phone (925) 256-0298
Language http://walnutcreekelderlaw.com/
Directions
Mark S. Unger, Private Fiduciary LLC
Location 3640 Mt Diablo Blvd, Lafayette, CA 94549, USA
Phone (510) 918-3734
Language https://marksunger.com/
Directions
Feldman Law Group
5 out of 5
Location 1855 Olympic Blvd Suite 125, Walnut Creek, CA 94596, USA
Phone (925) 208-4543
Language https://www.feldmanlawgroup.com/
Directions
The Geller Firm | Attorney at Law
5 out of 5
Location 3515 Mt Diablo Blvd Suite 4, Lafayette, CA 94549, USA
Phone (415) 840-0570
Language http://www.gellerfirm.com/
Directions
Talbot Law Group, P.C.
5 out of 5
Location 2033 N Main St #750, Walnut Creek, CA 94596, USA
Phone (925) 322-1795
Language http://www.talbotlawpc.com/
Directions
Kelly Law Group, LLP
Location 3641 Mt Diablo Blvd Box 1942, Lafayette, CA 94549, USA
Phone (925) 335-6454
Directions
William C Vencill Attorney
Location 3445 Golden Gate Way, Lafayette, CA 94549, USA
Phone (925) 946-9700
Language http://www.vencill-law.com/
Directions
Law Offices of Magany Abbass
5 out of 5
Location 1043 Stuart St #150, Lafayette, CA 94549, USA
Phone (925) 283-9088
Language http://www.mabbasslaw.com/
Directions
Estate Planning Lawyers in Lafayette, CA

Where Estate Planners in Lafayette, CA Serve

Nestled in the East Bay hills of Northern California lies the charming town of Lafayette, a place of natural beauty and cultural richness. The town boasts a plethora of landmarks, including the Lafayette Reservoir, a stunning body of water surrounded by rolling hills and hiking trails, and the Lafayette Town Hall Theatre, a historic venue for live performances and events. Top employers in the area include the Lafayette School District, the City of Lafayette, and the Lafayette Chamber of Commerce, all of which contribute to the town's strong sense of community and civic engagement. Major highways and streets in the area include Highway 24, which connects Lafayette to nearby cities like Oakland and Walnut Creek, and Moraga Road, a scenic route that winds through the town's picturesque neighborhoods. Speaking of neighborhoods, Lafayette is home to several distinct and desirable areas, including Burton Valley, a family-friendly community with top-rated schools and parks, and Happy Valley, an upscale enclave known for its luxurious homes and stunning views.

Financial Services Related to Estate Planning in Lafayette, CA

Banks and Credit Unions

Residents of Lafayette, CA can benefit from a bank in numerous ways. One of the most common ways is by providing financial services such as checking and savings accounts, loans, and credit cards. Banks can also offer investment advice, retirement planning, and wealth management services to help residents achieve their financial goals. Additionally, banks can help residents in Lafayette, CA with specific needs such as financing for home renovations or purchasing a new car. With its affluent and family-oriented community, Lafayette residents can also benefit from banks that offer educational programs and resources to help families save for college or plan for their children's financial future. Overall, a bank can be a valuable resource for residents in Lafayette, CA to help them manage their finances and achieve their financial goals.

Insurance Broker

Residents of Lafayette, CA can benefit greatly from the services of an insurance broker. With the area being prone to wildfires, an insurance broker can help residents find the right coverage to protect their homes and property. Additionally, Lafayette is a community with a high standard of living, and residents often have valuable assets such as expensive cars, boats, and vacation homes. An insurance broker can help them find comprehensive coverage that protects these assets in the event of accidents or theft. Furthermore, an insurance broker can assist residents in navigating the complex world of health insurance, ensuring they have the coverage they need at a price that fits their budget. Overall, an insurance broker can provide valuable guidance and support to the residents of Lafayette, helping them protect what matters most.

Retirement Planning

Residents of Lafayette, CA can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on investment strategies that align with individual retirement goals. This is particularly important in Lafayette, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complex financial landscape in order to maximize their retirement savings and ensure a comfortable retirement. Additionally, a retirement planner can provide advice on tax planning, estate planning, and other important financial considerations that can help residents achieve their retirement goals. With the help of a skilled retirement planner, residents of Lafayette can feel confident in their financial future and enjoy a worry-free retirement.

Wealth Management

Residents of Lafayette, CA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing guidance on investment strategies and portfolio management. Lafayette is a city with a high cost of living, and many residents have significant assets that they need to manage effectively. A wealth manager can provide advice on how to diversify investments, minimize risk, and maximize returns. Additionally, a wealth manager can help residents plan for retirement, set financial goals, and create a long-term strategy for building wealth. With the help of a skilled wealth manager, residents of Lafayette can navigate the complex world of finance and achieve their financial goals with confidence.

Financial Advisor

Residents of Lafayette, CA could benefit from the expertise of a financial advisor in many ways. One specific area where a financial advisor could be especially helpful is in navigating the unique housing market in Lafayette. With a median home price of over $1.5 million, it can be challenging for residents to make informed decisions about buying or selling property. A financial advisor could provide guidance on how to maximize the value of a home investment, as well as offer advice on other financial goals such as retirement planning, college savings, and estate planning. Additionally, given the high cost of living in the Bay Area, a financial advisor could help residents manage their expenses and create a budget that works for their lifestyle. Overall, a financial advisor could provide valuable support to Lafayette residents looking to achieve their financial goals and make the most of their resources.

Mortgage Loan Officer

Residents of Lafayette, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents secure financing for a new home or refinance an existing mortgage. In Lafayette, where the median home value is over $1 million, a mortgage loan officer can assist in finding the right loan program and interest rate to fit a resident's financial situation. Additionally, with the city's proximity to San Francisco and the surrounding Bay Area, a mortgage loan officer can help residents navigate the competitive housing market and make a competitive offer on a home. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Lafayette looking to achieve their homeownership goals.

Tax Services

Residents of Lafayette, CA can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by ensuring that they are taking advantage of all available tax deductions and credits, which can result in significant savings. For example, Lafayette residents who own a home may be eligible for deductions related to mortgage interest and property taxes. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations specific to California, such as the state's high income tax rates and unique rules for capital gains. With the help of a tax advisor, Lafayette residents can feel confident that they are minimizing their tax liability and maximizing their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Lafayette, CA can provide a wide range of services to help individuals and families plan for the future. These services may include drafting wills and trusts, developing strategies to minimize estate taxes, creating powers of attorney and living wills, and assisting with the administration of estates. Lafayette, CA is a unique location for estate planning services, as it is home to a diverse population with a wide range of needs and goals. Whether you are a business owner looking to protect your assets, a retiree seeking to ensure a comfortable future for your loved ones, or anyone else in need of estate planning guidance, a skilled attorney in Lafayette can help you navigate the complex legal landscape and achieve your goals. With their expertise in estate planning law and their deep understanding of the local community, these attorneys can provide the guidance and support you need to protect your family's future and secure your own peace of mind.

Lafayette, CA is the ultimate destination for anyone seeking the services of an estate planning lawyer. The city boasts of a vibrant legal community that is well-versed in the intricacies of estate planning. With a population of just over 25,000 people, Lafayette has a small-town feel that is hard to come by in many cities. The town's proximity to San Francisco and Oakland makes it an ideal location for anyone looking to hire an estate planning lawyer. Moreover, Lafayette's beautiful scenery and natural surroundings provide a serene environment that is conducive to clear thinking and sound decision-making. The city's rich cultural heritage and diverse population ensure that estate planning lawyers in Lafayette have a broad knowledge base that they can draw from. With all these unique features, it's easy to see why Lafayette, CA is the best place to get an estate planning lawyer.