Estate Planning Attorneys in Cupertino, CA

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List of Firms

Top Cupertino, CA Estate Planning Law Firms

Ren Law Offices
Location 20480 Pacifica Dr, Cupertino, CA 95014, USA
Phone (408) 380-4535
Directions
Law Office of Barbara Loebner
1 out of 5
Location 2053 Grant Rd Suite 260, Los Altos, CA 94024, USA
Phone (650) 468-2889
Directions
The Singh Law Firm
5 out of 5
Location 43480 Mission Blvd #270, Fremont, CA 94539, USA
Phone (510) 742-9500
Directions
Hansra Cardenas LLP
SEC File# 801-120900
CRD# 142945
5 out of 5
Location 19925 Stevens Creek Blvd Suite 100, Cupertino, CA 95014, USA
Phone (408) 475-7454
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
Directions
Margaret Demorest Law Offices
Location 1250 Oakmead Pkwy #210, Sunnyvale, CA 94085, USA
Phone (408) 248-8502
Directions
Abdalah Law Offices
4 out of 5
Location 10455 Torre Ave, Cupertino, CA 95014, USA
Phone (408) 891-1017
Directions
Fidea Law Corporation
SEC File# 801-120900
CRD# 142945
Location 19925 Stevens Creek Blvd Suite 100, Cupertino, CA 95014, USA
Phone (408) 236-7345
Directions
The Mlnarik Law Group, Inc.
3 out of 5
Location 2328 Walsh Ave, Santa Clara, CA 95051, USA
Phone (408) 919-0088
Directions
Su Esther K
Location 20480 Pacifica Dr suite e-1, Cupertino, CA 95014, USA
Phone (408) 380-4535
Directions
Valley Law Center
1 out of 5
Location 10455 Torre Ave, Cupertino, CA 95014, USA
Phone (408) 660-8050
Directions
Law Offices of Doron Ohel
3 out of 5
Location 19925 Stevens Creek Blvd #100, Cupertino, CA 95014, USA
Phone (408) 252-4911
Directions
Torre Avenue Law Offices
4 out of 5
Location 10455 Torre Ave, Cupertino, CA 95014, USA
Phone (408) 366-8200
Directions
The Law Offices Of Janis A Carney
4 out of 5
Location 19100 Cox Ave STE A, Saratoga, CA 95070, USA
Phone (408) 673-4798
Directions
Sharon Lue Law Offices
5 out of 5
Location 20111 Stevens Creek Blvd # 210, Cupertino, CA 95014, USA
Phone (408) 246-2396
Directions
Estate Planning Lawyers in Cupertino, CA

Where Estate Planners in Cupertino, CA Serve

Cupertino, nestled in the heart of Silicon Valley, is a bustling city that boasts of numerous landmarks, top-notch employers, and major highways and streets. Home to the iconic Apple Park, the city is a hub for technological innovation and advancement. The famous De Anza College, a community college known for its academic excellence, is also located here. Top employers in the city include Apple Inc., Seagate Technology, and Amazon Lab126. Major highways and streets that run through the city include Interstate 280, State Route 85, and Stevens Creek Boulevard. Cupertino is divided into several neighborhoods, each with its unique charm and character, including Rancho Rinconada, Monta Vista, and West Valley.

Financial Services Related to Estate Planning in Cupertino, CA

Banks and Credit Unions

Residents of Cupertino, CA can benefit from a bank in many ways. One of the most common ways is through home loans. Cupertino is a city with a high cost of living, and many residents may need financial assistance to purchase a home. A bank can provide various types of home loans, such as fixed-rate mortgages or adjustable-rate mortgages, to help residents achieve their dream of owning a home. Additionally, banks in Cupertino can offer financial planning and investment services to help residents manage their finances and plan for their future. With the help of a bank, residents of Cupertino can achieve their financial goals and secure a stable future for themselves and their families.

Insurance Broker

Residents of Cupertino, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the Bay Area, finding affordable insurance options can be a challenge. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their individual needs and budget. For example, many residents of Cupertino work in the tech industry and may need specialized insurance coverage for their equipment or intellectual property. An insurance broker can help them understand their options and find the best policies to protect their assets. Additionally, with the risk of natural disasters such as earthquakes and wildfires in the area, an insurance broker can help residents ensure they have adequate coverage for these potential events. Overall, an insurance broker can provide invaluable support to residents of Cupertino in securing the insurance protection they need.

Retirement Planning

Residents of Cupertino, CA can greatly benefit from the assistance of a retirement planner. With the high cost of living in the area, it can be difficult for individuals to save enough money for retirement. A retirement planner can provide guidance on how to maximize retirement savings, create a budget, and invest wisely. Additionally, with the tech industry being a major employer in Cupertino, many residents may have stock options or other complex financial situations that a retirement planner can help navigate. Overall, a retirement planner can provide peace of mind and a clear plan for a comfortable retirement for residents of Cupertino.

Wealth Management

Residents of Cupertino, CA can benefit greatly from the services of a wealth manager. With a high cost of living and a thriving tech industry, many residents may struggle with managing their finances effectively. A wealth manager can help individuals in Cupertino navigate complex financial situations, such as managing stock options or planning for retirement. Additionally, with the prevalence of tech startups in the area, a wealth manager can provide valuable guidance on investing in emerging technologies. Overall, a wealth manager can provide peace of mind for residents of Cupertino, ensuring that their finances are in order and their long-term goals are being met.

Financial Advisor

Residents of Cupertino, CA can benefit from the services of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique circumstances of living in a high-cost area like Cupertino. A financial advisor can help residents navigate the local real estate market and make informed decisions about buying or renting a home. They can also help with retirement planning, saving for college, and managing debt. Additionally, a financial advisor can provide guidance on tax planning and investment strategies that are tailored to the specific needs of residents in Cupertino. With the help of a financial advisor, residents can achieve their financial goals and secure their financial future in this thriving Silicon Valley community.

Mortgage Loan Officer

Residents of Cupertino, CA would benefit greatly from the services of a mortgage loan officer. With the city's high cost of living, many residents may struggle to afford a home without proper financing. A mortgage loan officer can assist with finding the best loan options and interest rates for each individual's financial situation. Additionally, with Cupertino being home to many tech companies, there may be residents who are self-employed or have irregular income streams. A mortgage loan officer can help navigate the unique challenges that come with these situations and find appropriate loan options. Overall, a mortgage loan officer can be an invaluable resource for residents of Cupertino looking to purchase a home.

Tax Services

Residents of Cupertino, CA can benefit greatly from the expertise of a tax advisor. 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 the state of California. Cupertino residents may also need assistance with tax planning and preparation, especially if they own a business or have complex financial situations. Additionally, a tax advisor can help residents take advantage of tax credits and deductions that they may not be aware of, ultimately saving them money. For example, many residents of Cupertino work in the tech industry and may be eligible for research and development tax credits. Overall, working with a tax advisor can provide peace of mind and ensure that residents are maximizing their tax savings.

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