Estate Planning Attorneys in Novato, CA

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List of Firms

Top Novato, CA Estate Planning Law Firms

Law Offices of Amir S. Sarreshtehdary
5 out of 5
Location 4040 Civic Center Dr, San Rafael, CA 94903, USA
Phone (415) 506-4556
Directions
Weinroth Daryl J
5 out of 5
Location 750 Grant Ave # 250, Novato, CA 94945, USA
Phone (415) 892-8600
Directions
Eva Guo, Attorney at Law 律師, Season of Mists Center, Real Estate Broker 房地產經紀人
5 out of 5
Location 7 Mt Lassen Dr a152, San Rafael, CA 94903, USA
Phone (415) 307-8889
Directions
Cleek Robert J
Location 1701 Novato Blvd Suite 302, Novato, CA 94947, USA
Phone (415) 897-4450
Directions
Poncia Law Office, Lisa A. Poncia, Attorney at Law
5 out of 5
Location 999 Fifth Ave #350, San Rafael, CA 94901, USA
Phone (415) 453-4529
Directions
Froneberger & Leviloff - Marin County Law Firm
Location 24 Professional Center Pkwy # 200, San Rafael, CA 94903, USA
Phone (415) 491-5000
Directions
Novatoprobatelawyer.com - Peter T Churchill, Trust, Wills, Generational Transfer
5 out of 5
Location 1682 Novato Blvd, Novato, CA 94947, USA
Phone (415) 898-2600
Directions
Pollak & Cusack
Location 7250 Redwood Blvd #355, Novato, CA 94945, USA
Phone (415) 898-5958
Directions
The Marne Law Group
5 out of 5
Location 30 N San Pedro Rd Ste 195, San Rafael, CA 94903, USA
Phone (415) 499-8100
Directions
lawofficechurchill.com
5 out of 5
Location 1682 Novato Blvd #250, Novato, CA 94947, USA
Phone (415) 898-2600
Directions
Lerman Law Partners, LLP
5 out of 5
Location 802 B St, San Rafael, CA 94901, USA
Phone (415) 454-0455
Directions
The Law Offices of Marian C. Blakeslee
Location 448 Ignacio Blvd #180, Novato, CA 94949, USA
Phone (415) 729-9297
Directions
Law Offices of David C. Winton
Location 2 Ranch Dr, Novato, CA 94945, USA
Phone (415) 421-5800
Directions
Brayton Purcell LLP
4 out of 5
Location 222 Rush Landing Rd, Novato, CA 94945, USA
Phone (415) 898-1555
Directions
Deborah Breiner
5 out of 5
Location 999 Fifth Ave #350, San Rafael, CA 94901, USA
Phone (415) 493-0700
Directions
Estate Planning Lawyers in Novato, CA

Where Estate Planners in Novato, CA Serve

Novato, CA is a picturesque city nestled in the heart of Marin County. This charming town boasts a bevy of landmarks, including the historic Novato Theater, the sprawling Stafford Lake Park, and the serene Mount Burdell Preserve. Novato is also home to several top employers, including BioMarin Pharmaceutical, Fireman's Fund Insurance, and the Novato Unified School District. Major highways and streets such as Highway 101 and Ignacio Boulevard provide easy access to nearby cities and attractions. The city is divided into several distinct neighborhoods, each with its own unique character and charm, including Hamilton, Bel Marin Keys, and Old Town Novato. With its stunning natural beauty, thriving business community, and vibrant local culture, Novato is truly a hidden gem of the Bay Area.

Financial Services Related to Estate Planning in Novato, CA

Banks and Credit Unions

Residents of Novato, CA can benefit from a bank in various ways. Firstly, banks can provide financial assistance to residents who are seeking to purchase a home or start a business in Novato. With a strong economy and a growing population, the demand for housing and commercial space is high in Novato, and banks can help residents secure loans to make these investments. Additionally, banks can offer residents access to savings and checking accounts, credit cards, and other financial products that can help them manage their money and build their wealth. For example, residents can take advantage of online banking services, which can help them monitor their accounts, pay bills, and transfer money easily. Overall, banks play a vital role in the financial well-being of Novato's residents, providing them with the tools and resources they need to thrive in this vibrant community.

Insurance Broker

Residents of Novato, CA can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complex and ever-changing world of health insurance. This is particularly important in Novato, where there are a variety of healthcare options available, including the Novato Community Hospital and the Marin Community Clinics. An insurance broker can help residents find the right plan that meets their specific needs and budget, while also ensuring that they have access to high-quality healthcare providers in the area. Additionally, an insurance broker can help residents protect their homes and belongings from potential damage caused by wildfires, which are common in the region. By working with an insurance broker, residents of Novato can have peace of mind knowing that they are adequately protected against a range of risks and uncertainties.

Retirement Planning

Residents of Novato, CA could benefit greatly from the services of a retirement planner. As a retirement planner, they can help residents of Novato, CA navigate the complexities of retirement planning by providing guidance on financial planning, investment strategies, and tax implications. With a high cost of living in Novato, CA, a retirement planner can help residents plan for their future by developing a personalized retirement plan that takes into account their unique needs and goals. Additionally, a retirement planner can help residents of Novato, CA make informed decisions about Social Security benefits, Medicare, and other retirement benefits. By working with a retirement planner, residents of Novato, CA can feel confident and secure in their retirement years.

Wealth Management

Residents of Novato, CA could benefit from the expertise of a wealth manager in a number of ways. One specific area where a wealth manager could be particularly helpful is in navigating the local real estate market. Novato is a desirable place to live, with its scenic location in Marin County and proximity to San Francisco. However, the high cost of living can make it challenging for residents to build wealth and plan for their financial future. A wealth manager could provide guidance on investing in local real estate, as well as other strategies for growing and protecting wealth in this unique market. Additionally, a wealth manager could help residents navigate the tax implications of living in California, which has some of the highest state income tax rates in the country.

Financial Advisor

Residents of Novato, CA could benefit from the guidance of a financial advisor in a number of ways. One of the most common ways that a financial advisor could help residents of Novato is by providing advice on how to manage their finances in an expensive area. Novato is located in Marin County, which is one of the wealthiest counties in the United States. This means that residents of Novato are likely to face higher living costs than those in other areas. A financial advisor could help residents of Novato to create a budget that takes into account the higher cost of living, and could also provide advice on how to invest their money wisely in order to achieve their financial goals. Additionally, a financial advisor could help residents of Novato to plan for their retirement, which is particularly important given the high cost of living in the area.

Mortgage Loan Officer

Residents of Novato, CA can benefit greatly from the expertise of a mortgage loan officer. One specific way a loan officer can help is by guiding residents through the unique real estate market in Novato. With a population of just over 55,000, Novato is a small but growing city located in Marin County. As a result, the housing market in Novato can be competitive and challenging to navigate. A loan officer can help residents understand the current market trends, identify potential properties, and secure financing for their dream home. Additionally, a loan officer can help residents explore their options for refinancing, home equity loans, and other financial products that can help them achieve their long-term financial goals. Overall, a mortgage loan officer can be an invaluable resource for residents of Novato, CA looking to buy or refinance a home.

Tax Services

Residents of Novato, CA can benefit from the expertise of a tax advisor in various ways. One of the most common ways is through tax planning. A tax advisor can help residents of Novato, CA to develop a tax strategy that takes into account their unique financial situation and goals. This can help them to minimize their tax liability and maximize their tax savings. Another way that a tax advisor can help residents of Novato, CA is by providing guidance on tax compliance. A tax advisor can help residents to stay up-to-date with the latest tax laws and regulations, ensuring that they file their taxes correctly and avoid any penalties or fines. Additionally, a tax advisor can help residents of Novato, CA to navigate complex tax issues, such as estate planning, business taxes, and international tax laws. With their expertise and knowledge, a tax advisor can provide valuable advice and support to help residents of Novato, CA make informed decisions about their taxes and finances.

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