Estate Planning Attorneys in Kentfield, CA

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List of Firms

Top Kentfield, CA Estate Planning Law Firms

Law Office of Matthew W. Harris
5 out of 5
Location 700 Larkspur Landing Cir suite 199, Larkspur, CA 94939, USA
Phone (415) 464-4930
Directions
Codi M. Dada Law Offices P.C.
5 out of 5
Location 802 Grant Ave, Novato, CA 94945, USA
Phone (415) 827-1425
Directions
Woodford G Rowland Law Office
Location 55 Professional Center Pkwy #a, San Rafael, CA 94903, USA
Phone (415) 472-3434
Directions
Megan Yip
Location 700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939, USA
Phone (415) 419-2024
Directions
Kram Brian F
4 out of 5
Location 950 Northgate Dr # 307, San Rafael, CA 94903, USA
Phone (415) 507-0707
Directions
Law Office Of Jeffrey A. Moss
5 out of 5
Location 35 Mitchell Blvd Suite 6, San Rafael, CA 94903, USA
Phone (415) 456-2566
Directions
Blacksburg Law
5 out of 5
Location 802 B St, San Rafael, CA 94901, USA
Phone (415) 508-5600
Directions
Deborah Breiner
5 out of 5
Location 999 Fifth Ave #350, San Rafael, CA 94901, USA
Phone (415) 493-0700
Directions
Chanler M Sparler
Location 5 Bon Air Rd #223, Larkspur, CA 94939, USA
Phone (415) 927-7300
Directions
Estate Planning Lawyers in Kentfield, CA

Where Estate Planners in Kentfield, CA Serve

Kentfield, CA is a charming and affluent town located in Marin County, nestled between the towering Mount Tamalpais and the sparkling San Francisco Bay. The town boasts an array of landmarks, including the idyllic Kentfield Commons, the rustic Woodlands Market, and the prestigious College of Marin. The top employers in the area include the College of Marin, Marin General Hospital, and the Tamalpais Union High School District. Major highways and streets in the area include Highway 101, Sir Francis Drake Boulevard, and College Avenue. The neighborhoods in Kentfield are diverse and eclectic, ranging from the historic Kent Woodlands to the upscale flats of Ross. Overall, Kentfield is a picturesque and vibrant community that offers a high quality of life and endless opportunities for exploration and adventure.

Financial Services Related to Estate Planning in Kentfield, CA

Banks and Credit Unions

Residents of Kentfield, CA would greatly benefit from the services of a bank in a variety of ways. For one, many residents in Kentfield are homeowners and could use a bank's assistance in obtaining a mortgage or refinancing their existing home loan. Additionally, Kentfield is a community that values education, with many families sending their children to top-rated schools in the area. A bank could provide college savings plans and other financial tools to help families prepare for their children's future education expenses. Furthermore, Kentfield is known for its beautiful natural surroundings, and a bank could offer investment and retirement planning services to help residents make the most of their assets and plan for a comfortable retirement. Overall, a bank in Kentfield could provide crucial financial support and guidance to help residents achieve their goals and secure their financial futures.

Insurance Broker

Residents of Kentfield, CA can benefit greatly from the services of an insurance broker. With the high cost of living in Marin County, it's important for residents to have insurance coverage that fits their needs and budget. An insurance broker can help residents find the best policies for their homes, cars, and health, as well as provide guidance on life insurance and other types of coverage. Specifically, Kentfield is known for its beautiful homes and affluent residents, so an insurance broker can help ensure that these properties are adequately insured against potential risks such as wildfires or floods. Additionally, with the ongoing pandemic, an insurance broker can assist residents in finding health insurance plans that offer comprehensive coverage for COVID-19 testing and treatment. Overall, an insurance broker can provide valuable support and peace of mind for residents of Kentfield, CA.

Retirement Planning

Residents of Kentfield, CA can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Kentfield to navigate the complex and ever-changing landscape of retirement planning. They can help residents to identify their retirement goals and develop a plan to achieve those goals. Retirement planners can also help residents to understand the tax implications of their retirement plans and make sure that they are taking advantage of all available tax benefits. In Kentfield, where the cost of living is higher than the national average, a retirement planner can help residents to make sure that they are saving enough to maintain their standard of living in retirement.

Wealth Management

Residents of Kentfield, CA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager could help the community is by providing guidance on retirement planning. Kentfield is a wealthy area, with many residents who have accumulated significant assets over their lifetimes. A wealth manager can help these individuals plan for retirement by creating a customized investment strategy that takes into account their unique financial situation, goals, and risk tolerance. Additionally, a wealth manager can provide ongoing support and advice to ensure that their clients stay on track to meet their retirement goals, even as their financial situation changes over time. With the help of a skilled wealth manager, residents of Kentfield can feel confident in their financial future and enjoy the retirement lifestyle they have always dreamed of.

Financial Advisor

Residents of Kentfield, CA would greatly benefit from the guidance of a financial advisor in several ways. Firstly, with a high cost of living in the area, a financial advisor can help residents create a budget and manage their expenses to ensure they are living within their means. Additionally, with many residents working in the tech industry, a financial advisor can provide guidance on stock options and other investment opportunities. Another specific area where a financial advisor could be helpful in Kentfield is in estate planning, as many residents own significant assets and may need guidance on how to best pass them on to their heirs. Overall, a financial advisor can provide valuable advice and expertise to help Kentfield residents navigate their financial goals and ensure their long-term financial security.

Mortgage Loan Officer

Residents of Kentfield, CA could greatly benefit from the services of a mortgage loan officer. This small town in Marin County is known for its high cost of living, which can make it difficult for residents to purchase a home. A mortgage loan officer can help residents navigate the complex process of securing a home loan, providing guidance on everything from credit scores to down payments. Additionally, Kentfield is home to many affluent individuals who may be interested in purchasing a second home or investment property. A mortgage loan officer can assist these residents in finding the best financing options for their unique needs. Overall, a mortgage loan officer can be a valuable resource for anyone looking to purchase property in Kentfield, CA.

Tax Services

Residents of Kentfield, CA can benefit greatly from the expertise of a tax advisor. With its high median household income and affluent population, Kentfield residents often have complex tax situations that require specialized knowledge. A tax advisor can help residents navigate the intricacies of federal and state tax laws, identify deductions and credits that may be overlooked, and ensure compliance with all tax regulations. Additionally, with Kentfield's proximity to San Francisco and the tech industry, many residents may have stock options or other investments that require careful tax planning. A tax advisor can provide valuable guidance on how to minimize tax liability and maximize investment returns. Overall, working with a tax advisor can help Kentfield residents make informed financial decisions and achieve their long-term financial goals.

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