Estate Planning Attorneys in Mountain View, CA

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List of Firms

Top Mountain View, CA Estate Planning Law Firms

Galli Miller Law
5 out of 5
Location 889 N San Antonio Rd Suite 100, Los Altos, CA 94022, USA
Phone (650) 336-7251
Language http://www.galli.law/
Directions
Estate Planning by Providentia Law
Location 800 W El Camino Real Suite 180, Mountain View, CA 94040, USA
Phone (650) 943-2410
Language http://estateplanbyprolaw.com/
Directions
Liza Hanks
Location 2570 W El Camino Real #400, Mountain View, CA 94040, USA
Phone (650) 237-7221
Language https://www.lizahanks.com/
Directions
Estate Planning Lawyers in Mountain View, CA

Where Estate Planners in Mountain View, CA Serve

Nestled in the heart of Silicon Valley, Mountain View, CA is a vibrant and diverse city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Googleplex to the historic Shoreline Amphitheatre, Mountain View boasts a rich and dynamic cultural landscape that draws visitors from near and far. With top employers like Google, LinkedIn, and Symantec, Mountain View is a hub of innovation and technological advancement. The city's major highways and streets, including the 101, 85, and El Camino Real, provide easy access to neighboring cities and attractions. Mountain View is home to a variety of neighborhoods, each with its own unique character and charm. From the bustling downtown area to the peaceful and picturesque Waverly Park, there is something for everyone in this vibrant city. Whether you're a tech enthusiast, a nature lover, or a culture buff, Mountain View has something to offer.

Financial Services Related to Estate Planning in Mountain View, CA

Banks and Credit Unions

Residents of Mountain View, CA would benefit greatly from the services provided by a bank. One specific way a bank could help is by providing financial assistance to small businesses in the area. Mountain View is known for its thriving technology industry, with companies like Google and LinkedIn calling the city home. However, there are also many small businesses that contribute to the local economy. A bank could offer loans and other financial resources to these businesses, allowing them to grow and succeed. Additionally, a bank could provide convenient banking services to residents, such as online and mobile banking, making it easier for them to manage their finances and access their accounts. Overall, a bank would be an invaluable resource to the residents of Mountain View, CA.

Insurance Broker

Residents of Mountain View, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find affordable insurance plans that meet their needs. Additionally, an insurance broker can assist residents in navigating the complex world of insurance policies and coverage options. For example, in Mountain View, where many residents work in the tech industry, an insurance broker can help them understand the nuances of disability insurance and ensure they have adequate coverage in the event of a workplace injury. Overall, an insurance broker can provide valuable guidance and support to residents of Mountain View, helping them make informed decisions about their insurance needs.

Retirement Planning

Residents of Mountain View, CA can benefit greatly from the services of a retirement planner. With the high cost of living in the area, many residents may struggle to save enough money for retirement. A retirement planner can help residents create a personalized plan to save for retirement and invest their money wisely. Additionally, Mountain View is home to many tech companies, and a retirement planner can help residents navigate the complex world of stock options and other tech-related benefits. With the help of a retirement planner, residents of Mountain View can feel confident that they are on track to achieve their retirement goals.

Wealth Management

Residents of Mountain View, CA could benefit greatly from the services of a wealth manager. As a city known for its high-tech industry and expensive cost of living, many residents may struggle with managing their finances and investments. A wealth manager could provide guidance on creating a personalized financial plan, managing debt, and making informed investment decisions. Additionally, with the influx of tech companies and startups in the area, a wealth manager could offer expertise in navigating stock options and equity compensation packages. Overall, a wealth manager could help residents of Mountain View, CA achieve their financial goals and secure a stable financial future.

Financial Advisor

Residents of Mountain View, CA could benefit from a financial advisor in a variety of ways. Given the high cost of living in the area, a financial advisor could help residents create a budget and savings plan that takes into account the unique expenses associated with living in Silicon Valley. For example, a financial advisor could help residents navigate the complexities of stock options and equity compensation that are often a part of the compensation packages offered by tech companies in the area. Additionally, with the high home prices in Mountain View, a financial advisor could help residents understand the best ways to save for a down payment and navigate the complexities of the local real estate market. Overall, a financial advisor could provide valuable guidance and support to Mountain View residents looking to build a secure financial future.

Mortgage Loan Officer

Residents of Mountain View, CA can benefit greatly from the services of a mortgage loan officer. Mountain View is a bustling city in the heart of Silicon Valley, with a high cost of living and a competitive housing market. A mortgage loan officer can help residents navigate the complexities of obtaining a mortgage and secure financing for their dream home. They can also assist with refinancing existing mortgages to take advantage of lower interest rates or to free up cash for other expenses. With their knowledge of the local market and lending options, a mortgage loan officer can provide invaluable guidance to residents looking to buy or refinance a home in Mountain View.

Tax Services

Residents of Mountain View, CA can benefit greatly from the services of a tax advisor. With the city being home to many technology companies and startups, tax laws can become complex and confusing. A tax advisor can help residents navigate these laws and ensure they are taking advantage of all available deductions and credits. Additionally, with the high cost of living in the area, a tax advisor can assist residents in implementing tax planning strategies to minimize their tax liability and maximize their savings. Whether it's helping residents with their personal taxes or providing guidance for small business owners, a tax advisor can be a valuable resource for those living in Mountain View, CA.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Mountain View, CA can provide a range of services to help clients ensure their assets are distributed according to their wishes after they pass away. These services may include drafting wills and trusts, creating powers of attorney, and establishing healthcare directives. Additionally, a Mountain View estate planning lawyer can help clients minimize estate taxes and protect their assets from creditors. Given the city's proximity to Silicon Valley, many estate planning lawyers in Mountain View have experience working with clients who have significant intellectual property or other complex assets. With their bursty and complex approach to estate planning, these lawyers can help clients navigate the intricacies of California law and ensure their legacy is preserved for future generations.

Mountain View, CA is the ideal place to find an estate planning lawyer due to its thriving community of legal professionals. With its close proximity to Silicon Valley, Mountain View boasts a highly educated and technologically savvy population, making it an ideal location for estate planning lawyers who specialize in tech-related industries. Additionally, Mountain View is home to a multitude of law firms, ranging from small boutique practices to large international firms, ensuring that clients have access to a wide range of legal expertise. The city's vibrant cultural scene also provides ample opportunities for lawyers to stay current with legal developments and network with other professionals. Overall, Mountain View's combination of technological innovation, legal expertise, and cultural richness make it the perfect location for anyone seeking top-notch estate planning services.