Estate Planning Attorneys in San Mateo, CA

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List of Firms

Top San Mateo, CA Estate Planning Law Firms

Law Office of Lana Black
Location 1021 S El Camino Real, San Mateo, CA 94402, USA
Phone (844) 487-8515
Language http://lanablacklaw.com/
Directions
Law Offices of Noell K Kubota
5 out of 5
Location 630 N San Mateo Dr, San Mateo, CA 94401, USA
Phone (650) 579-7535
Directions
Chen Judy
Location 18 Powhatan Pl, San Mateo, CA 94402, USA
Phone (650) 349-3383
Language http://www.chenkwee.com/
Directions
Iaccarino Law Group
5 out of 5
Location 533 Airport Blvd. Suite 400, Burlingame, CA 94010, USA
Phone (415) 843-1529
Language http://iaccarinolawgroup.com/
Directions
The Law Offices of Roxanne T. Jen
Location 2000 Alameda de las Pulgas #154, San Mateo, CA 94403, USA
Phone (650) 587-1515
Language http://www.protectioncounsel.com/
Directions
Law Offices of Kenneth H. Horowitz
5 out of 5
Location 951 Mariners Island Blvd Suite 240, San Mateo, CA 94404, USA
Phone (650) 378-7680
Directions
Phillip M. Lev, Inc. Law Office
5 out of 5
Location 520 S El Camino Real, San Mateo, CA 94402, USA
Phone (650) 342-2500
Directions
Law Offices of Darcey L Wong, P.C.
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 578-0300
Language http://www.sfestatelawyer.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
Law Offices of Kevin A. Taheny Inc.
5 out of 5
Location 700 S Claremont St Ste 101, San Mateo, CA 94402, USA
Phone (650) 345-4000
Language http://lawkat.com/
Directions
Law Office of Gretchen J. Kenney
5 out of 5
Location 1900 S Norfolk St, San Mateo, CA 94403, USA
Phone (650) 931-2505
Language http://www.gretchenkenneylaw.com/
Directions
Sagaria Law P C
3 out of 5
Location 951 Mariners Island Blvd #300, San Mateo, CA 94404, USA
Phone (866) 447-8460
Directions
Law Office of Nicole Warmerdam
Location 951 Mariners Island Blvd #300, San Mateo, CA 94404, USA
Phone (650) 689-7169
Language http://nw-trust.com/
Directions
Law Office of V. Winnie Tungpagasit
Location 1528 S El Camino Real #306, San Mateo, CA 94402, USA
Phone (650) 418-3800
Language https://www.vwtlawoffice.com/
Directions
Tom Fier Law Offices
5 out of 5
Location 675 Mariners Island Blvd #106, San Mateo, CA 94404, USA
Phone (650) 572-1900
Language http://www.tomfier.com/
Directions
Paul G. Minoletti, Esq. Law & Mediation Offices
5 out of 5
Location 66 Bovet Rd Suite 310, San Mateo, CA 94402, USA
Phone (650) 638-9601
Language http://pgmlaw.com/
Directions
Allen, Baker & Stephan, PC
5 out of 5
Location 1721, 66 Bovet Rd #250, San Mateo, CA 94402, USA
Phone (650) 347-5000
Language http://www.mballenlaw.com/
Directions
Law Office of Nancy Rossi
Location 1900 S Norfolk St Ste. 350, San Mateo, CA 94403, USA
Phone (650) 931-2507
Language http://www.nancyrossilaw.com/
Directions
O'Hara Timothy S
5 out of 5
Location 1611 Borel Pl #6, San Mateo, CA 94402, USA
Phone (650) 295-0921
Language http://www.timoharalawyer.com/
Directions
Law Offices of Doron Ohel
Location 120 N El Camino Real, San Mateo, CA 94402, USA
Phone (650) 523-3527
Language http://www.ohellaw.com/
Directions
Law Office of Sally Bergman
5 out of 5
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 242-9800
Language http://www.sallybergmanlaw.com/
Directions
Law Office of William H. Holsinger
5 out of 5
Location 1710 S Amphlett Blvd Suite 210A, San Mateo, CA 94402, USA
Phone (650) 340-7500
Language http://www.holsingerlawoffice.com/
Directions
Stubbs & Stubbs Law Offices
5 out of 5
Location 1700 S El Camino Real #215, San Mateo, CA 94402, USA
Phone (650) 345-4350
Language http://www.bstubbslaw.com/
Directions
Eavey Henry
4 out of 5
Location 411 Borel Ave # 600, San Mateo, CA 94402, USA
Phone (650) 343-6500
Directions
Barulich Dugoni & Suttmann Law Group, Inc.
5 out of 5
Location 577 Airport Blvd. Suite 400, Burlingame, CA 94010, USA
Phone (650) 292-2900
Language https://www.bdslawinc.com/
Directions
Estate Planning Lawyers in San Mateo, CA

Where Estate Planners in San Mateo, CA Serve

San Mateo, CA is a vibrant city located in the heart of Silicon Valley. This city is home to a variety of landmarks, including the Hillsdale Shopping Center, Central Park, and the San Mateo County History Museum. The city is also known for its top employers, such as Franklin Templeton Investments, San Mateo County, and the San Mateo-Foster City School District. Major highways, including US-101 and the San Mateo-Hayward Bridge, connect San Mateo to surrounding areas. The city is divided into several neighborhoods, including Baywood, Aragon, and North Central. With its diverse community and thriving economy, San Mateo is a great place to live, work, and play.

Financial Services Related to Estate Planning in San Mateo, CA

Banks and Credit Unions

Residents of San Mateo, CA can benefit from a bank in numerous ways. Firstly, a bank can provide financial services that can help individuals manage their money more effectively. This can include things like savings accounts, checking accounts, and credit cards. Additionally, banks can offer loans to residents who may need to finance large purchases like a car or a home. Another way that banks can help San Mateo residents is by providing access to financial advisors who can offer guidance on investments and retirement planning. With San Mateo being a bustling city with a high cost of living, having a bank that offers competitive interest rates and low fees can make a huge difference in the financial well-being of its residents.

Insurance Broker

Residents of San Mateo, CA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex insurance market and find the most suitable policies that match their unique needs and budget. With San Mateo being a coastal city, residents may require specialized insurance coverage for their homes and properties due to the risk of flooding and other natural disasters. An insurance broker can provide residents with access to a wide range of insurance options, including flood insurance, earthquake insurance, and homeowners insurance, to ensure that they are adequately protected against any unforeseen events. Additionally, an insurance broker can help residents save money on their insurance premiums by identifying discounts and other cost-saving opportunities that they may not be aware of.

Retirement Planning

Residents of San Mateo, CA can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the unique financial needs and goals of each individual. For example, San Mateo residents may face higher living expenses due to the area's high cost of living, making it important to have a retirement plan that accounts for these expenses. Additionally, a retirement planner can help residents navigate complex retirement accounts and investment options, ensuring that they are making the most of their savings and investments. With the help of a retirement planner, San Mateo residents can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable and financially secure retirement.

Wealth Management

Residents of San Mateo, CA can benefit from the services of a wealth manager in various ways. A wealth manager can help individuals in San Mateo, CA to manage their finances, investments, and assets in a way that aligns with their financial goals and objectives. With the high cost of living in San Mateo, CA, residents may require assistance in creating a financial plan that helps them to save for their future and achieve their long-term financial goals. Additionally, with the booming tech industry in the area, many residents may have complex stock options and equity compensation plans that require specialized knowledge and management. A wealth manager can provide guidance on these matters and help individuals in San Mateo, CA to make informed decisions about their finances.

Financial Advisor

Residents of San Mateo, CA can benefit from the expertise of a financial advisor in a number of ways. For example, a financial advisor can help residents navigate the high cost of living in the Bay Area by creating a budget and developing a savings plan tailored to their specific needs. Additionally, a financial advisor can provide guidance on investing in local real estate, which is a popular option in San Mateo due to its proximity to Silicon Valley. With the help of a financial advisor, residents can feel confident in their financial decisions and work towards achieving their long-term goals.

Mortgage Loan Officer

Residents of San Mateo, CA can benefit greatly from the expertise of a mortgage loan officer when it comes to purchasing a home or refinancing an existing mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including understanding the different types of loans available, determining how much they can afford to borrow, and finding the best interest rates and terms. In San Mateo, where the median home price is significantly higher than the national average, a mortgage loan officer can also provide guidance on specific programs and incentives available to first-time homebuyers or those looking to purchase in certain areas. By working with a mortgage loan officer, residents of San Mateo can feel confident they are making the best financial decisions for their unique situation.

Tax Services

Residents of San Mateo, CA can benefit from the expertise of a tax advisor in many ways. One of the most common ways that a tax advisor can help is by providing guidance on how to navigate the complex tax laws in California. San Mateo residents may also need help with tax planning, such as determining the best strategies for minimizing their tax liabilities. Additionally, a tax advisor can assist with tax preparation and filing, ensuring that residents are in compliance with all applicable tax laws. With the high cost of living in San Mateo, it is crucial for residents to maximize their tax savings and avoid costly mistakes, making the advice of a tax advisor invaluable.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in San Mateo, CA can provide a variety of services to ensure that your assets are distributed according to your wishes after you pass away. With its affluent population and high property values, San Mateo presents unique challenges and opportunities for estate planning. An experienced lawyer can help you navigate complex tax laws and develop a comprehensive plan that protects your assets and minimizes the burden on your loved ones. They can also assist with drafting wills, trusts, and other legal documents, as well as providing guidance on healthcare directives and powers of attorney. Whether you are just starting to think about estate planning or need to update an existing plan, a skilled lawyer in San Mateo can help you achieve peace of mind and ensure that your legacy is preserved for future generations.

San Mateo, CA is the ultimate destination for anyone seeking an estate planning lawyer. The city's unique blend of urban and suburban landscapes provides the perfect backdrop for legal professionals to thrive. With its diverse community, San Mateo offers a wealth of knowledge and expertise in estate planning, making it an ideal location for individuals seeking top-tier legal representation. The city's rich history and culture have also contributed to the development of a vibrant legal community, with many experienced attorneys specializing in estate planning. Furthermore, San Mateo's proximity to Silicon Valley has attracted some of the brightest legal minds in the country, ensuring that clients receive the best possible legal advice. With its bustling economy and strong legal infrastructure, San Mateo is undoubtedly the best place to get an estate planning lawyer.