Estate Planning Attorneys in San Jose, CA

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Top San Jose, CA Estate Planning Law Firms

Kamala Law Corporation | Immigration Attorney | Estate Planning Attorney

5 out of 5

Location 2670 S White Rd #105, San Jose, CA 95148, USA
Phone (408) 752-5436
Tobener Ravenscroft - San Jose Tenant Lawyers

5 out of 5

Location 111 N Market St Suite 300, San Jose, CA 95113, USA
Phone (408) 533-0265
Law Offices of David S. Park

5 out of 5

Location 1777 Hamilton Ave # 2040, San Jose, CA 95125, USA
Phone (408) 479-2312
Scire Law

5 out of 5

Location 37 E Hedding St, San Jose, CA 95112, USA
Phone (408) 297-7777
Law Offices of Linda J. MacKay

4 out of 5

Location 1361 S Winchester Blvd Suite 210, San Jose, CA 95128, USA
Phone (408) 379-9600
Del Ponte and Hirz Attorneys at Law

5 out of 5

Location 75 E Santa Clara St Suite 275, San Jose, CA 95113, USA
Phone (408) 294-4525
The Heritage Law Group

5 out of 5

Location 2033 Gateway Pl Ste 500, San Jose, CA 95110, USA
Phone (408) 925-0146
Law Office of Matthew Triet Vo

5 out of 5

Location 919 Story Rd suite #1204, San Jose, CA 95122, USA
Phone (408) 978-7076
Copenbarger & Copenbarger LLP

5 out of 5

Location 1250 Aviation Ave Suite 260, San Jose, CA 95110, USA
Phone (800) 244-8814
Advocas Law Group

5 out of 5

Location 255 N Market St #125, San Jose, CA 95110, USA
Phone (408) 641-8803
Hoffman Law Group, APC

5 out of 5

Location 2021 The Alameda STE 275, San Jose, CA 95126, USA
Phone (408) 241-9620
Law Office of Lorna J. Drope

5 out of 5

Location 1550 The Alameda #206, San Jose, CA 95126, USA
Phone (408) 852-7005
rui attorneys

5 out of 5

Location 75 E Santa Clara St #1390, San Jose, CA 95113, USA
Phone (408) 320-5275
Silveria Linda

4 out of 5

Location 2021 The Alameda Suite 102, San Jose, CA 95126, USA
Phone (408) 985-2500
Mosaic Law, P.C.

5 out of 5

Location 6203 San Ignacio Ave Ste 110, San Jose, CA 95119, USA
Phone (408) 987-6398
Richard G. Burt

5 out of 5

Location 55 S Market St #1500, San Jose, CA 95113, USA
Phone (408) 286-7333
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About San Jose, CA

San Jose is a city in the Bay Area of California. Some of its landmarks include the Winchester Mystery House, the SAP Center, and the Tech Museum of Innovation. The city's top employers are Apple, Google, and Facebook. Major highways and streets in San Jose include Highway 101 and Interstate 280. The city's neighborhoods include Japantown, Downtown, and the Rose Garden district.

Where Estate Planners in San Jose, CA Serve

Financial Services Related to Estate Planning in San Jose, CA

Banks and Credit Unions

There are a number of ways banks can provide financial services to San Jose, CA residents. One way is by opening physical branches in the city. This would allow bank customers to visit a physical location and speak with a banker face-to-face. Another way is by offering online banking services. This would allow bank customers to conduct transactions such as checking their account balance or making a payment from anywhere with an internet connection. A third way is by offering mobile banking services. This would allow bank customers to conduct transactions such as checking their account balance or making a payment using their smartphone or tablet computer.

Insurance Broker

San Jose, CA is a large city with many residents who need insurance services. Insurance brokers are the professionals who help these people find and buy the best insurance policies for their needs. Brokers work with a wide range of insurance companies, so they can compare rates and find the best deals for their clients. They also know which policies cover which risks, and can help people choose the right coverage for their needs.

Retirement Planning

San Jose, CA residents have a lot to think about when it comes to retirement planning. While there are many options available, not all of them may be the best fit for each person. Some things to consider include how much money needs to be saved, when should retirement funds start being withdrawn, and what type of account is the best way to save for retirement. There are also many online resources that can help San Jose residents create a plan that works best for them.

Wealth Management

San Jose, CA is a city that is known for its high-tech industry and wealth. Residents in this city have the opportunity to take advantage of wealth management services to help them grow their money and protect their assets. Wealth management services can provide San Jose residents with guidance on how to save for the future, invest in property, and protect their money from taxes and other risks.

Financial Advisor

San Jose, CA is a city that offers its residents a wide range of services. Financial advisors are just one type of service that San Jose residents can take advantage of.Financial advisors provide a variety of services to their clients, including investment advice, retirement planning, and estate planning. They can also help clients save money on taxes and insurance premiums.Financial advisors usually work with individuals or families, but they may also work with businesses. They can provide guidance on a wide range of financial issues, including mortgages, credit cards, and stocks.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to San Jose, CA residents. These services include helping people find the right mortgage for their needs, working with them to get approved for a mortgage, and helping them through the entire process of buying a home. Loan officers also offer advice on how to best manage your finances and keep your home in good condition. They can help you understand your mortgage statement and answer any questions you have about your loan. Finally, if you ever run into difficulty making payments on your mortgage, loan officers are there to help you work out a solution that meets both your needs and those of the lender.

Tax Services

Residents of San Jose, CA who need assistance filing their taxes can turn to local tax accountants for help. These professionals can guide taxpayers through the often complex process of filing their taxes, and can offer advice on how to maximize their tax refund. Tax accountants can also help taxpayers stay up-to-date on changes to the tax code that may affect them.

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