Estate Planning Attorneys in Alameda County, CA

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List of Firms

Top Alameda County, CA Estate Planning Law Firms

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Liu Shair Law
5 out of 5
Location 39899 Balentine Dr, Newark, CA 94560, USA
Phone (510) 431-2474
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Sargent Law Offices
5 out of 5
Location 20880 Redwood Rd, Castro Valley, CA 94546, USA
Phone (510) 344-2599
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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
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Rodriguez Lagorio, LLP
5 out of 5
Location 43430 Mission Blvd Suite 210, Fremont, CA 94539, USA
Phone (925) 750-8757
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Alan West Attorney
4 out of 5
Location 19992 Redwood Rd, Castro Valley, CA 94546, USA
Phone (510) 889-6692
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Johnson Law Firm
5 out of 5
Location 939 Hartz Way Suite 105, Danville, CA 94526, USA
Phone (925) 362-1010
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Law Offices of Connie Yi, PC
5 out of 5
Location 323 Ray St, Pleasanton, CA 94566, USA
Phone (888) 312-6978
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Law Offices of Kimberly C. Vaughn
5 out of 5
Location 2219 Santa Clara Ave, Alameda, CA 94501, USA
Phone (510) 227-5957
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Tierney Law Group, PC
4 out of 5
Location 5700 Stoneridge Mall Rd #390, Pleasanton, CA 94588, USA
Phone (925) 362-3364
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Tseng Law Firm
5 out of 5
Location 1808 Santa Clara Ave, Alameda, CA 94501, USA
Phone (510) 835-3090
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LifePlan Lawyer
5 out of 5
Location 1811 Santa Rita Rd #207, Pleasanton, CA 94566, USA
Phone (925) 271-5646
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The Law Office of George M. Derieg
4 out of 5
Location 2219 Santa Clara Ave suite b-2, Alameda, CA 94501, USA
Phone (510) 355-2747
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David A. Arietta Law Offices
5 out of 5
Location 700 Ygnacio Valley Rd Suite 150, Walnut Creek, CA 94596, USA
Phone (925) 472-8000
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The Law Office of Phillip Ghaderi
5 out of 5
Location 16190 Foothill Blvd, San Leandro, CA 94578, USA
Phone (510) 200-2414
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Estate Planning Lawyers in Alameda County, CA

Where Estate Planners in Alameda County, CA Serve

Alameda County, located in the heart of the San Francisco Bay Area, is a diverse and vibrant community with a rich history and a thriving economy. Home to a variety of landmarks, including the iconic Golden Gate Bridge and the historic Oakland-Alameda County Coliseum, the county boasts a wealth of cultural and recreational opportunities. Top employers in the area include tech giants like Apple, Google, and Facebook, as well as major healthcare providers such as Kaiser Permanente and Sutter Health. The county is also home to a thriving arts and entertainment scene, with renowned institutions like the Oakland Museum of California and the Berkeley Repertory Theatre. Major highways and streets in the area include Interstate 580, Interstate 880, and the Bay Bridge, which connects Alameda County to San Francisco. Neighborhoods in the county range from the upscale enclaves of Piedmont and Danville to the diverse and eclectic communities of Oakland and Berkeley.

Financial Services Related to Estate Planning in Alameda County, CA

Banks and Credit Unions

Residents of Alameda County, CA can benefit from a bank in a variety of ways. One of the most common ways is through access to financial products and services that can help them manage their money better. Banks can offer checking and savings accounts, credit cards, loans, and investment options that can help residents save for their future, pay for big-ticket items, and build their credit. Additionally, banks in Alameda County can offer specific services that cater to the unique needs of the region, such as support for small businesses, homebuyers, and those affected by natural disasters. Overall, a bank can be a valuable resource for residents of Alameda County looking to improve their financial health and achieve their financial goals.

Insurance Broker

Residents of Alameda County, CA can benefit greatly from the expertise of an insurance broker. With the constantly changing insurance landscape, it can be overwhelming and time-consuming to navigate the options available. An insurance broker can help residents of Alameda County, CA understand their unique insurance needs and find policies that fit their budget. For example, Alameda County has a high population of tech workers who may need specialized insurance coverage for their equipment or liability protection for their businesses. An insurance broker can help these residents find the right coverage to protect their assets and livelihoods. Additionally, with the high cost of living in the Bay Area, an insurance broker can help residents find affordable health insurance options that provide comprehensive coverage. Overall, an insurance broker can save residents of Alameda County, CA time, money, and stress by helping them find the right insurance policies for their specific needs.

Retirement Planning

Residents of Alameda County, CA can benefit greatly from the guidance of a retirement planner. With the cost of living being higher in Alameda County than in many other parts of the country, it can be challenging to save enough for retirement. A retirement planner can help residents create a personalized plan to maximize their savings and investments, taking into account the unique financial landscape of Alameda County. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. With the help of a retirement planner, residents of Alameda County can feel confident that they are on track for a comfortable retirement.

Wealth Management

Residents of Alameda County, CA can benefit from the expertise of a wealth manager in various ways. One of the most common ways is by creating a personalized financial plan that aligns with their specific goals and objectives. With the high cost of living in Alameda County, a wealth manager can help residents navigate the complex financial landscape and make informed decisions about their investments, retirement planning, and tax strategies. Additionally, a wealth manager can help residents take advantage of the unique opportunities available in Alameda County, such as investing in the local real estate market or supporting local businesses through impact investing. Overall, a wealth manager can provide valuable guidance and support to help residents of Alameda County achieve financial security and prosperity.

Financial Advisor

Residents of Alameda County, CA can benefit greatly from the services of a financial advisor in a number of ways. One of the most common ways is by helping them to create a personalized financial plan that takes into account their unique financial goals and circumstances. This can include things like saving for retirement, paying off debt, or saving for a down payment on a home. Additionally, a financial advisor can help residents of Alameda County navigate the local economy and investment opportunities, which can be complex and varied. For example, the county is home to a thriving tech sector, but also has a significant agricultural industry. A financial advisor can help residents make informed decisions about where to invest their money based on their individual needs and goals.

Mortgage Loan Officer

Residents of Alameda County, CA can benefit greatly from the services of a mortgage loan officer. These professionals are well-versed in the various types of mortgages available and can help residents navigate the complex process of obtaining a home loan. In Alameda County, where the median home value is higher than the national average, a mortgage loan officer can provide valuable guidance on how to secure a loan that fits within a resident's budget. Additionally, a loan officer can help residents understand the various programs available to first-time homebuyers, veterans, and other groups that may qualify for special mortgage options. With the help of a mortgage loan officer, residents of Alameda County can achieve their dream of homeownership and take advantage of the many benefits that come with owning a home.

Tax Services

Residents of Alameda County, CA can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations specific to the county. Alameda County has a diverse economy, ranging from agriculture to technology, and a tax advisor can help residents in different industries understand the tax implications of their income and investments. Furthermore, a tax advisor can assist residents in maximizing their tax deductions and credits, which can help them save money and reduce their tax liabilities. With the help of a tax advisor, residents of Alameda County can ensure that they are compliant with tax laws and regulations while taking advantage of every opportunity to minimize their tax burden.

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