Estate Planning Attorneys in Woodside, CA

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Top Woodside, CA Estate Planning Law Firms

Law Office of Walter C. Cook
5 out of 5
Location 2995 Woodside Rd #400, Woodside, CA 94062, USA
Phone (415) 902-8440
Directions
Litherland, Kennedy & Associates, APC, Attorneys at Law
5 out of 5
Location 3425 S Bascom Ave #240, Campbell, CA 95008, USA
Phone (408) 356-9200
Directions
Cashman Law: Business Law and Estate Planning
5 out of 5
Location 3705 Haven Ave Suite 136, Menlo Park, CA 94025, USA
Phone (650) 319-6801
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
Directions
Hannig Law Firm LLP
5 out of 5
Location 990 Industrial Rd UNIT 207, San Carlos, CA 94070, USA
Phone (650) 482-3040
Directions
Law Office of Lauren Rios
5 out of 5
Location 333 Bradford St Suite 170, Redwood City, CA 94063, USA
Phone (650) 727-0900
Directions
Daniel L. Sheehan
2 out of 5
Location 3705 Haven Ave #108, Menlo Park, CA 94025, USA
Phone (877) 878-1700
Directions
Sowards Law Firm
5 out of 5
Location 2542 S Bascom Ave #210, Campbell, CA 95008, USA
Phone (408) 371-6000
Directions
Chiles and Prochnow, LLP
Location 1771 Woodside Rd #2, Redwood City, CA 94061, USA
Phone (650) 812-0400
Directions
O'Donnell & Associates
4 out of 5
Location 724 Oak Grove Ave Suite 110, Menlo Park, CA 94025, USA
Phone (650) 853-7183
Directions
Loew Law Group
5 out of 5
Location 1650 Borel Pl STE 123, San Mateo, CA 94402, USA
Phone (650) 397-8700
Directions
Watson & Machado LLP
5 out of 5
Location 873 Santa Cruz Ave # 202, Menlo Park, CA 94025, USA
Phone (650) 324-1110
Directions
Law Offices of John C. Martin, P.C.
5 out of 5
Location 636 Middlefield Rd, Palo Alto, CA 94301, USA
Phone (650) 329-9500
Directions
Estate Planning Lawyers in Woodside, CA

Where Estate Planners in Woodside, CA Serve

Nestled in the heart of Silicon Valley, Woodside, CA is a picturesque town that boasts a rich history and a vibrant community. From the rolling hills of the Santa Cruz Mountains to the sprawling estates of its residents, Woodside is a place of stunning natural beauty and architectural wonder. One of the town's most notable landmarks is the Filoli Estate, a sprawling mansion and garden that has been featured in numerous films and television shows. Other popular destinations include the Woodside Store, a historic general store that dates back to the 1850s, and the Thomas Fogarty Winery, which offers breathtaking views of the surrounding mountains. Despite its small size, Woodside is home to a number of major employers, including tech giants like Oracle and HP. The town is also known for its equestrian community, with many residents owning horses and participating in local riding events.

Financial Services Related to Estate Planning in Woodside, CA

Banks and Credit Unions

Residents of Woodside, CA would be helped by a bank in a variety of ways. Firstly, a bank would provide them with a safe place to store their money and valuables. This is especially important in Woodside, where many residents have high net worth and may need to keep large amounts of cash and expensive items secure. Additionally, a bank would offer residents access to loans and credit, which could be used to finance home renovations, business ventures, or other significant purchases. Finally, a bank could provide financial advice and planning services to help residents manage their wealth and plan for the future. Overall, a bank would be a valuable resource for the residents of Woodside, offering them a range of financial services tailored to their unique needs and circumstances.

Insurance Broker

Residents of Woodside, CA can benefit from the services of an insurance broker in a number of ways. One of the most common ways is by helping them find the best insurance policies that meet their specific needs. For example, Woodside is a small, affluent town located in the San Francisco Bay Area, with many residents owning high-value homes and expensive cars. An insurance broker can help these residents find policies that provide adequate coverage for their assets and protect them from financial loss in the event of an accident or disaster. Additionally, an insurance broker can help residents navigate the complex world of insurance, explaining the different types of policies available and helping them understand the terms and conditions of their coverage. Overall, an insurance broker can be a valuable resource for residents of Woodside, CA, helping them find the right insurance policies to protect their assets and provide peace of mind.

Retirement Planning

Residents of Woodside, CA could benefit greatly from the guidance of a retirement planner. With its high cost of living and affluent population, planning for retirement can be a daunting task in Woodside. A retirement planner can help residents navigate the complex world of investment options and ensure that they are making the most of their savings. Additionally, with many residents owning businesses or holding executive positions, a retirement planner can assist in creating a succession plan and ensuring a smooth transition into retirement. Overall, a retirement planner can provide peace of mind and help residents of Woodside, CA achieve their retirement goals.

Wealth Management

Residents of Woodside, CA can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Woodside is a town with a high cost of living, and many residents have built up significant wealth through their careers. A wealth manager can help these individuals plan for their retirement and ensure that they have enough money to live comfortably in their later years. Additionally, Woodside is home to many tech industry executives and entrepreneurs who may have complex financial situations. A wealth manager can help these individuals navigate the intricacies of stock options, equity compensation, and other financial instruments to maximize their wealth and minimize their tax burden. Overall, a wealth manager can provide invaluable guidance and support to residents of Woodside, helping them achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Woodside, CA could benefit from the expertise of a financial advisor in a variety of ways. With its high median household income and expensive cost of living, many Woodside residents may need guidance on how to best manage their finances to meet their goals. A financial advisor can assist with retirement planning, investment strategies, and budgeting to ensure that residents are on track to achieve their financial objectives. Additionally, with the prevalence of tech industry executives and entrepreneurs in the area, a financial advisor can provide specialized advice on equity compensation and tax planning. Whether it's navigating the complexities of the stock market or planning for a child's education, a financial advisor can offer valuable insights and personalized solutions to help Woodside residents make informed financial decisions.

Mortgage Loan Officer

Residents of Woodside, CA would greatly benefit from the assistance of a mortgage loan officer when seeking to purchase a home in this affluent community. With a median home value of over $3 million, many residents may require a jumbo loan to finance their dream home. A mortgage loan officer can provide guidance on the best loan options available and help residents navigate the complex application process. Additionally, given the high cost of living in Woodside, a mortgage loan officer can help residents determine a realistic budget for their home purchase and ensure that they are not overextending themselves financially. Overall, the expertise and support of a mortgage loan officer can make the home buying process in Woodside, CA much smoother and less stressful for residents.

Tax Services

Residents of Woodside, CA could benefit greatly from the assistance of a tax advisor. With the area's high median household income and large number of affluent residents, tax planning and preparation can be complex and time-consuming. A tax advisor can help Woodside residents navigate the intricacies of state and federal tax laws, identify potential deductions and credits, and minimize their tax liabilities. Additionally, the unique characteristics of Woodside's real estate market - with many residents owning high-value homes and properties - require expert guidance on issues such as property tax assessments, capital gains taxes, and estate planning. A tax advisor can provide invaluable support in ensuring that Woodside residents are making informed decisions about their finances and minimizing their tax burdens.

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