Estate Planning Attorneys in East Palo Alto, CA

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Top East Palo Alto, CA Estate Planning Law Firms

Community Legal Services in East Palo Alto
4 out of 5
Location 1861 Bay Rd, East Palo Alto, CA 94303, USA
Phone (650) 326-6440
Bay Legal PC
5 out of 5
Location 3790 El Camino Real #211, Palo Alto, CA 94306, USA
Phone (650) 374-7900
Law Offices of E.J. Hong
SEC File# 801-120057
CRD# 311563
5 out of 5
Location 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA
Phone (650) 460-2022
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
Tran Sood Law Firm, APLC
Location 2225 E Bayshore Rd, Palo Alto, CA 94303, USA
Phone (408) 625-7963
WealthPLAN, PC
SEC File# 801-110848
CRD# 131690
Location 530 Lytton Ave, Palo Alto, CA 94301, USA
Phone (408) 918-9030
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
Summerall Law PC
SEC File# 801-120057
CRD# 311563
Location 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA
Phone (415) 944-9406
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 7:00 PM Saturday: 10:00 AM – 2:00 PM Sunday: Closed
Law Office of Peter S. Stern
5 out of 5
Location 350 Cambridge Ave Ste 130, Palo Alto, CA 94306, USA
Phone (650) 326-2282
Next Legal
SEC File# 801-120057
CRD# 311563
4 out of 5
Location 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA
Phone (650) 384-0700
David A. Nearon
Location 2225 E Bayshore Rd, Palo Alto, CA 94303, USA
Phone (650) 493-0305
Crist Biorn Shepherd Roskoph
4 out of 5
Location 2479 E Bayshore Rd Suite 155, Palo Alto, CA 94303, USA
Phone (650) 321-5000
Lakin Spears LLP
4 out of 5
Location 2400 Geng Rd #110, Palo Alto, CA 94303, USA
Phone (650) 328-7000
Roger P Kokores
SEC File# 801-110848
CRD# 131690
5 out of 5
Location 530 Lytton Ave, Palo Alto, CA 94301, USA
Phone (650) 857-1818
Fidelity Law Offices
5 out of 5
Location 2225 E Bayshore Rd #200, Palo Alto, CA 94303, USA
Phone (650) 521-6910
Law Offices of Sabrina M. Johnson.
Location 380 Hamilton Ave, Palo Alto, CA 94301, USA
Phone (650) 690-2175
Ropes & Gray
5 out of 5
Location 1900 University Ave, East Palo Alto, CA 94303, USA
Phone (650) 617-4000
Schwartz & Associates Attorneys
Location 2479 E Bayshore Rd #180, Palo Alto, CA 94303, USA
Phone (650) 325-8200
Estate Planning Lawyers in East Palo Alto, CA

Where Estate Planners in East Palo Alto, CA Serve

East Palo Alto is a city located in the San Francisco Bay Area, in California. It is bordered by the cities of Menlo Park and Palo Alto. The major landmarks in East Palo Alto are the Ravenswood Open Space Preserve and the Baylands Nature Preserve. Some of the top employers in East Palo Alto are Facebook, Google, and VMware. The major highways and streets in East Palo Alto are Highway 101 and University Avenue. The neighborhoods in East Palo Alto are Belle Haven, Downtown, and Ravenswood.

Financial Services Related to Estate Planning in East Palo Alto, CA

Banks and Credit Unions

East Palo Alto, CA is a low-income city with a high concentration of minority residents. The majority of the population is African American, making up 68% of the total population. Latinos make up 26% of the population, and whites make up 3%. There are only two banks in East Palo Alto, which leaves many residents without access to traditional banking services. In order to provide financial services to these residents, banks can offer: 1) Free checking and savings accounts for people who do not have a bank account or who have had their account closed by another bank; 2) Low-cost loans for small businesses and homeowners; 3) Financial education programs that teach people how to save money, budget properly, and invest for the future.

Insurance Broker

East Palo Alto, CA is a city which has many residents who are not able to get insurance through their employer. This is where insurance brokers come in, as they are able to provide residents with the best rates for the insurance that they need. Brokers are also able to help residents find the best policies for their needs, and will work with them until they find a policy that suits them perfectly.

Retirement Planning

East Palo Alto, CA residents can benefit from retirement planning in a number of ways. One key way that they can benefit is by ensuring that they have enough saved to cover their costs during retirement. Another key way is by ensuring that they have planned for contingencies, such as health emergencies or long-term care needs. Finally, retirees who plan ahead can often enjoy a better standard of living during retirement than those who do not.

Wealth Management

Residents of East Palo Alto, CA can benefit from wealth management services in a number of ways. Wealth management can help people protect their money, grow their investments, and plan for the future. By working with a wealth manager, residents can develop a customized plan that meets their specific needs and goals.

Financial Advisor

East Palo Alto, CA is a community that has faced many challenges over the years. Financial advisors can provide much-needed services to help East Palo Alto residents get back on their feet and improve their financial situation. Advisors can provide guidance with budgeting, investing, and more to help residents achieve their financial goals.

Mortgage Loan Officer

Mortgage loan officers (MLO) provide a wide range of services to East Palo Alto, CA residents. These services generally fall into two categories: pre-purchase and post-purchase. Pre-purchase services include helping homebuyers find the right mortgage product for their needs, providing mortgage counseling, and assisting in the preparation of loan applications. Post-purchase services include helping borrowers understand their mortgage documents, answering questions about loan terms and payments, and helping borrowers who are having difficulty making their monthly payments. In addition, MLOs often work with local organizations to promote homeownership in East Palo Alto and offer workshops on various aspects of the homebuying process.

Tax Services

Residents of East Palo Alto, CA can rely on the services of tax accountants to help them stay compliant with state and federal tax laws. These professionals can assist with a variety of tasks, including preparing and filing tax returns, calculating taxes owed, and representing taxpayers during audits. In addition to their expertise in taxation, many tax accountants also have experience in accounting and bookkeeping, which can be helpful for businesses and individuals who need assistance managing their finances.

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