Estate Planning Attorneys in San Francisco County, CA

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List of Firms

Top San Francisco County, CA Estate Planning Law Firms

Steven Adair MacDonald & Partners, PC
4 out of 5
Location 870 Market St Suite 500, San Francisco, CA 94102, USA
Phone (415) 649-3423
Directions
Catherine Yee Attorney At Law
5 out of 5
Location 456 Montgomery St #700, San Francisco, CA 94104, USA
Phone (415) 982-7312
Directions
Amanda L Ebey Law Office
5 out of 5
Location 870 Market St, San Francisco, CA 94102, USA
Phone (415) 989-8070
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Davidson Estate Law
5 out of 5
Location 1300 Clay St Ste 600, Oakland, CA 94612, USA
Phone (510) 527-6774
Directions
Freedman Law Firm
5 out of 5
Location 580 California St, San Francisco, CA 94104, USA
Phone (415) 777-1666
Directions
Law Offices of Michael Dobrov
5 out of 5
Location 2134 Van Ness Ave, San Francisco, CA 94109, USA
Phone (415) 885-5030
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The Law Office of Amrit Kullar
5 out of 5
Location 1390 Market St Suite 200, San Francisco, CA 94102, USA
Phone (510) 239-7850
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Espey Law Offices: Espey, Carolyn P
5 out of 5
Location 1321 20th Ave, San Francisco, CA 94122, USA
Phone (415) 759-9364
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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
Directions
Wolford Wayne LLP
5 out of 5
Location 220 Montgomery St Suite 1100, San Francisco, CA 94104, USA
Phone (415) 649-6203
Directions
Estate Planning Lawyers in San Francisco County, CA

Where Estate Planners in San Francisco County, CA Serve

San Francisco County, located in northern California, is a bustling metropolis filled with iconic landmarks, top employers, major highways, and diverse neighborhoods. From the towering Golden Gate Bridge to the historic Alcatraz Island, the city is home to some of the world's most recognizable landmarks. Its top employers include tech giants like Google, Apple, and Facebook, as well as healthcare providers like Kaiser Permanente. The city's major highways and streets, including the Bay Bridge and Lombard Street, are known for their scenic beauty and challenging driving conditions. From the upscale neighborhoods of Pacific Heights and Nob Hill to the eclectic Mission District and the vibrant Castro, San Francisco County is a melting pot of cultures and lifestyles.

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

Banks and Credit Unions

Residents of San Francisco County, CA can benefit from a bank in various ways. One of the most common ways is through access to financial services and products that can help them manage their money effectively. For instance, banks can provide residents with checking and savings accounts, credit cards, loans, and investment opportunities. Additionally, banks can help residents in San Francisco County, CA with their financial goals, such as saving for a down payment on a home or planning for retirement. With the high cost of living in San Francisco, having a bank that understands the unique financial challenges of the area can be especially helpful. Overall, a bank can provide residents of San Francisco County, CA with the tools and resources they need to achieve financial stability and success.

Insurance Broker

Residents of San Francisco County, CA could greatly benefit from the services of an insurance broker. With the high cost of living in the city, many individuals and families may struggle to find affordable insurance coverage that meets their needs. An insurance broker can help navigate the complex world of insurance policies and find the best options for their clients. Specifically, San Francisco County has a large population of tech workers who may have unique insurance needs related to their industry. An insurance broker can help these individuals find coverage for things like liability and cyber security that may not be included in a standard policy. Additionally, with the threat of earthquakes, a broker can help residents find coverage that will protect their homes and belongings in the event of a disaster.

Retirement Planning

Residents of San Francisco County, CA would greatly benefit from the services of a retirement planner. With the high cost of living and housing in the city, it can be difficult for individuals to save enough for retirement on their own. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation, goals, and lifestyle. Additionally, with the city's diverse and constantly changing job market, a retirement planner can provide guidance on how to navigate career changes and ensure that retirement savings remain on track. Overall, a retirement planner can provide peace of mind and a clear path towards a comfortable retirement for San Francisco County residents.

Wealth Management

Residents of San Francisco County, CA can benefit from the expertise of a wealth manager in a variety of ways. With the high cost of living in the area, many individuals struggle to save for retirement or invest in their future. A wealth manager can provide guidance on how to allocate funds for long-term goals, such as purchasing a home or starting a business. Additionally, San Francisco County is known for its tech industry, and many residents may have stock options or other complex financial assets. A wealth manager can help navigate these unique financial situations and ensure that individuals are making the most of their investments. Overall, a wealth manager can provide peace of mind and help residents of San Francisco County achieve their financial goals.

Financial Advisor

Residents of San Francisco County, CA can benefit greatly from the services of a financial advisor. With a high cost of living and a competitive job market, many individuals may struggle to manage their finances and plan for the future. A financial advisor can provide guidance on budgeting, saving for retirement, and investing in the local real estate market. Additionally, San Francisco County has a large tech industry, which may require specialized financial planning for employees who receive stock options or other equity compensation. A financial advisor can help individuals navigate these unique financial challenges and make informed decisions that align with their goals and values.

Mortgage Loan Officer

Residents of San Francisco County, CA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the Bay Area, many residents struggle to afford homes in the area. A knowledgeable mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and find the best loan options for their unique financial situation. Additionally, with the city's diverse population and unique housing market, a local mortgage loan officer can provide valuable insight into the specific challenges and opportunities of buying a home in San Francisco County. Whether it's finding the right loan program, securing a competitive interest rate, or understanding the nuances of the local real estate market, a mortgage loan officer can be an invaluable resource for San Francisco County residents looking to achieve their dream of homeownership.

Tax Services

Residents of San Francisco County, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on navigating the complex tax laws and regulations specific to San Francisco. For example, San Francisco has a unique payroll tax system that can be tricky to understand and comply with. A tax advisor can help business owners and employees alike properly calculate and file their payroll taxes to avoid penalties and legal issues. Additionally, San Francisco has a high cost of living and a progressive tax system, which can make tax planning and preparation even more important for residents. A tax advisor can help individuals and families maximize their deductions and credits to minimize their tax burden and keep more of their hard-earned money.

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