Estate Planning Attorneys in San Mateo County, CA

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List of Firms

Top San Mateo County, CA Estate Planning Law Firms

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Cohen Law Office, P.C.
3 out of 5
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 517-6133
Directions
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Abbas Law Group - Estate Planning, Probate and Trust Administration
5 out of 5
Location 2120 Avy Ave #7337, Menlo Park, CA 94026, USA
Phone (415) 412-7321
Directions
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Biddle Law | Alexander M. Biddle Esq.
5 out of 5
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 532-3470
Directions
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Law Offices Of Mark Gullotta
5 out of 5
Location 1575 Old Bayshore Hwy Suite 102, Burlingame, CA 94010, USA
Phone (650) 382-4331
Directions
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Gadi Zohar, Esq.
5 out of 5
Location 2211 Park Blvd Unit 10, Palo Alto, CA 94306, USA
Phone (650) 449-6671
Directions
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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
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Law Office of Michael E. Pitts
4 out of 5
Location 600 Allerton St #200, Redwood City, CA 94063, USA
Phone (650) 517-6141
Directions
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Fox, Shjeflo & Babu LLP
5 out of 5
Location 2000 Alameda de las Pulgas #250, San Mateo, CA 94403, USA
Phone (650) 341-2900
Directions
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Blacksburg Law
5 out of 5
Location 315 Noe St, San Francisco, CA 94114, USA
Phone (415) 508-5600
Directions
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Allen, Baker & Stephan, PC
5 out of 5
Location 1721, 66 Bovet Rd #250, San Mateo, CA 94402, USA
Phone (650) 347-5000
Directions
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Law Office of V. Winnie Tungpagasit
Location 1528 S El Camino Real #306, San Mateo, CA 94402, USA
Phone (650) 418-3800
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Law Office of Lana Black
Location 1021 S El Camino Real, San Mateo, CA 94402, USA
Phone (844) 487-8515
Directions
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Finkelstein & Fujii LLP
5 out of 5
Location 1528 S El Camino Real UNIT 306, San Mateo, CA 94402, USA
Phone (650) 353-4503
Directions
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Chauvel & Glatt, LLP
4 out of 5
Location 66 Bovet Rd Suite 280, San Mateo, CA 94402, USA
Phone (650) 686-5657
Directions
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Trusted Law Corporation
SEC File# 801-118127
CRD# 131540
5 out of 5
Location 951 Mariners Island Blvd Ste 300, San Mateo, CA 94404, USA
Phone (650) 504-1995
Directions
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Thirkell Law Group
4 out of 5
Location 181 2nd Ave #625, San Mateo, CA 94401, USA
Phone (650) 348-1016
Directions
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Cookman Law
SEC File# 801-120057
CRD# 311563
5 out of 5
Location 2100 Geng Rd Suite 210, Palo Alto, CA 94303, USA
Phone (650) 690-2571
Directions
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Carmen Rosas Law - Your Legacy Protection Firm
5 out of 5
Location 3705 Haven Ave Suite 110, Menlo Park, CA 94025, USA
Phone (650) 503-3770
Directions
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Vaksman Khalfin, PC
5 out of 5
Location 15 N Ellsworth Ave Suite 103, San Mateo, CA 94401, USA
Phone (650) 450-4945
Directions
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Kletter Law
5 out of 5
Location 1528 S El Camino Real Suite 306, San Mateo, CA 94402, USA
Phone (415) 434-3400
Directions
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Loew Law Group
5 out of 5
Location 1650 Borel Pl STE 123, San Mateo, CA 94402, USA
Phone (650) 397-8700
Directions
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Shafae Law
5 out of 5
Location 1500 Old County Rd, Belmont, CA 94002, USA
Phone (650) 389-9797
Directions
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Timeless Estate Planning - Law Offices of Laura Croft, Esq.
5 out of 5
Location 20 Park Rd Ste D, Burlingame, CA 94010, USA
Phone (650) 787-4142
Directions
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Law Offices of Geoff Wiggs
5 out of 5
Location 1900 S Norfolk St, San Mateo, CA 94403, USA
Phone (650) 577-5952
Directions
Estate Planning Lawyers in San Mateo County, CA

Where Estate Planners in San Mateo County, CA Serve

San Mateo County, located in the heart of the San Francisco Bay Area, is a vibrant and diverse region that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods that make it a unique and exciting place to live, work, and play. From the majestic redwoods of the Santa Cruz Mountains to the sparkling shores of the Pacific Ocean, San Mateo County is home to some of the most breathtaking natural wonders in California. Landmarks like the Golden Gate Bridge, Alcatraz Island, and the iconic Painted Ladies of San Francisco are just a short drive away, while local attractions like the San Mateo County Fairgrounds, Coyote Point Museum, and the San Francisco Bay Trail offer plenty of opportunities for fun and adventure closer to home. When it comes to employment, San Mateo County is home to some of the top companies in the world, including Facebook, Oracle, Genentech, and Visa.

Financial Services Related to Estate Planning in San Mateo County, CA

Banks and Credit Unions

Residents of San Mateo County, CA can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With the high cost of living in San Mateo County, having a bank that offers competitive interest rates and low fees can make a significant difference in managing one's finances. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money. For example, with the county's proximity to Silicon Valley, a bank may offer investment advice tailored to the tech industry. Overall, a bank can be a valuable resource for residents of San Mateo County looking to improve their financial well-being.

Insurance Broker

Residents of San Mateo County, CA can benefit greatly from the services of an insurance broker. With a diverse population of over 765,000 people, there are a variety of insurance needs that must be met. An insurance broker can help residents navigate the complex world of insurance, from finding the right health insurance plan to protecting their homes and businesses from natural disasters. Specifically, San Mateo County is known for its high cost of living, and an insurance broker can help residents find affordable insurance options that fit their budget. Additionally, with the county's proximity to the San Andreas Fault, earthquake insurance is a must-have for many residents, and an insurance broker can help them find the right coverage to protect their homes and belongings. Overall, an insurance broker can provide invaluable assistance to residents of San Mateo County, helping them find the right insurance policies to meet their unique needs and protect their assets.

Retirement Planning

Residents of San Mateo County, CA can benefit greatly from the services of a retirement planner. With the high cost of living in the Bay Area, many people in San Mateo County struggle to save enough money for retirement. A retirement planner can help residents create a personalized financial plan that takes into account their specific goals and needs. They can also provide guidance on investment strategies and help clients navigate the complex world of retirement benefits and Social Security. Additionally, with the diverse population of San Mateo County, retirement planners can offer culturally sensitive advice and help clients navigate unique challenges that may arise. Overall, a retirement planner can provide invaluable support to San Mateo County residents as they plan for a secure and comfortable retirement.

Wealth Management

Residents of San Mateo County, CA can benefit greatly from the services of a wealth manager. With the county's high cost of living and numerous affluent neighborhoods, many residents have significant assets to manage. A wealth manager can provide personalized financial planning and investment advice to help individuals and families achieve their financial goals, whether that be saving for retirement, funding a child's education, or building a legacy for future generations. Additionally, a wealth manager can help navigate the complex tax laws and investment options specific to California, ensuring that residents are making informed decisions that align with their values and priorities. Overall, a wealth manager can provide peace of mind and financial security for residents of San Mateo County, helping them to thrive in one of the most prosperous regions of the country.

Financial Advisor

Residents of San Mateo County, CA could benefit greatly from the expertise of a financial advisor in a number of ways. One specific area where a financial advisor could be particularly helpful is in navigating the high cost of living in the area. With a median home price of over $1.5 million and a cost of living that is 82% higher than the national average, many residents of San Mateo County may struggle to make ends meet. A financial advisor could help individuals and families to create a budget that takes into account the unique financial challenges of living in the area, as well as providing guidance on how to save for retirement, pay off debt, and invest wisely. Additionally, a financial advisor could help residents to take advantage of the many opportunities for entrepreneurship and innovation in the region, which could help them to build wealth and achieve their financial goals.

Mortgage Loan Officer

Residents of San Mateo County, CA can benefit from the expertise of a mortgage loan officer in a variety of ways. For example, with the county's high cost of living, many residents may struggle to save up for a down payment on a home. A loan officer can help them explore options for low down payment loans or down payment assistance programs that can make homeownership more accessible. Additionally, San Mateo County is home to a diverse population, and a loan officer can help residents navigate the unique challenges they may face in securing a mortgage, such as language barriers or unfamiliarity with the lending process. Overall, a mortgage loan officer can be a valuable resource for San Mateo County residents looking to achieve their dream of homeownership.

Tax Services

Residents of San Mateo County, CA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to California. For example, California has some of the highest state income tax rates in the country, and a tax advisor can help residents understand how to minimize their tax liability while still complying with state and federal tax laws. Additionally, San Mateo County is home to many small business owners and entrepreneurs, and a tax advisor can offer valuable advice on how to structure their businesses to maximize tax benefits and minimize risks. Overall, a tax advisor can provide invaluable support to residents of San Mateo County, helping them make informed decisions about their finances and reduce their tax burden.

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