Estate Planning Attorneys in Santa Rosa, CA

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List of Firms

Top Santa Rosa, CA Estate Planning Law Firms

Law Offices of Brian A. Barboza
5 out of 5
Location 131-A Stony Cir Suite 500, Santa Rosa, CA 95401, USA
Phone (707) 304-5251
Language https://www.barbozalaw.com/?npcmp=dir:local:4184189:95401
Directions
DeSantis Law Group, Inc
5 out of 5
Location 3558 Round Barn Blvd Suite 200, Santa Rosa, CA 95403, USA
Phone (707) 542-2889
Language http://familylawandestateplanning.com/
Directions
Shapiro, Galvin, Shapiro & Moran
4 out of 5
Location 640 3rd St, Santa Rosa, CA 95404, USA
Language https://www.shapirogalvinlaw.com/
Directions
Milks Joyce S
4 out of 5
Location 141 Stony Cir, Santa Rosa, CA 95401, USA
Phone (707) 526-9587
Directions
Perry Johnson Anderson Miller & Moskowitz LLP
4 out of 5
Location 438 1st St, Santa Rosa, CA 95401, USA
Phone (707) 525-8800
Language https://www.perrylaw.net/
Directions
Botz Cody Law
5 out of 5
Location 275 Talbot Ave, Santa Rosa, CA 95405, USA
Phone (707) 636-4611
Language http://www.botzcodylaw.com/
Directions
Wine Country Family Law, P.C.
5 out of 5
Location 613 College Ave, Santa Rosa, CA 95404, USA
Phone (707) 893-6415
Language https://winecountryfamilylaw.com/?utm_source=GMBlisting&utm_medium=organic
Directions
Borba Frizzell Kerns PC
5 out of 5
Location 50 Old Courthouse Sq #605, Santa Rosa, CA 95404, USA
Phone (707) 578-7000
Language http://www.bfklegal.com/
Directions
Law Office of Kevin T. O'Connor
5 out of 5
Location 131A Stony Cir #500, Santa Rosa, CA 95401, USA
Phone (707) 694-1988
Language http://www.ktolaw.com/
Directions
David J. Collier, Attorney at Law
5 out of 5
Location 3558 Round Barn Blvd Suite 200, Santa Rosa, CA 95403, USA
Phone (707) 636-4806
Language http://www.santarosa-attorney.com/
Directions
Estate Planning Lawyers in Santa Rosa, CA

Where Estate Planners in Santa Rosa, CA Serve

Santa Rosa, CA is a breathtaking city located in the heart of Sonoma County. This vibrant city boasts a plethora of landmarks, including the stunning Luther Burbank Home and Gardens, the mesmerizing Charles M. Schulz Museum, and the awe-inspiring Paradise Ridge Winery. The top employers in Santa Rosa include Kaiser Permanente, Sutter Health, and St. Joseph Health System, which provide exceptional healthcare services to the community. Major highways and streets that run through Santa Rosa include US-101, CA-12, and CA-116, which provide easy access to neighboring cities and towns. The city is also home to several unique neighborhoods, such as the charming Historic Railroad Square, the trendy SOFA Arts District, and the peaceful Rincon Valley. With so much to offer, Santa Rosa is truly a city that captivates the senses and inspires the soul.

Financial Services Related to Estate Planning in Santa Rosa, CA

Banks and Credit Unions

Residents of Santa Rosa, CA can benefit from a bank in various ways. One of the most common ways is through financial support for housing. Santa Rosa is known for its high cost of living, and many residents struggle to afford housing. A bank can provide mortgage loans, refinancing options, and home equity lines of credit to help residents purchase or maintain their homes. Additionally, a bank can offer financial education and resources to help residents manage their money effectively and plan for their future. This can include investment advice, retirement planning, and savings accounts with competitive interest rates. By partnering with a bank, residents of Santa Rosa can access the financial tools and resources they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Santa Rosa, CA could benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help them navigate the complex world of insurance policies and find the coverage that best suits their needs. In Santa Rosa, where wildfires are a common occurrence, an insurance broker can help residents understand their options for fire insurance and ensure they have adequate coverage to protect their homes and belongings. Additionally, an insurance broker can help residents save money by finding them the best deals and discounts on insurance policies, which can be especially helpful in a city like Santa Rosa, where the cost of living is relatively high. Overall, an insurance broker can be a valuable resource for residents of Santa Rosa, helping them protect their assets and achieve financial peace of mind.

Retirement Planning

Residents of Santa Rosa, CA can benefit greatly from the expertise of a retirement planner. With the city's high cost of living and limited job opportunities, it can be challenging for individuals to save enough money for retirement. A retirement planner can help residents create a personalized financial plan that takes into account their unique goals and circumstances, such as the high cost of housing in Santa Rosa. Additionally, a retirement planner can assist with navigating complex retirement accounts, such as 401(k)s and IRAs, and can provide guidance on investment strategies to help residents maximize their savings. Overall, working with a retirement planner can provide peace of mind and help residents feel confident about their financial future in Santa Rosa.

Wealth Management

Residents of Santa Rosa, CA would benefit from a wealth manager in several ways. Firstly, a wealth manager can help them manage their investments and create a personalized investment strategy that aligns with their financial goals. Secondly, they can assist in tax planning and minimizing tax liabilities. Thirdly, they can provide guidance on retirement planning and help clients create a plan to achieve their desired retirement lifestyle. Additionally, a wealth manager can help Santa Rosa residents with estate planning and ensuring their assets are distributed according to their wishes. With the devastating wildfires that have affected Santa Rosa in recent years, a wealth manager can also provide guidance on insurance and risk management to protect their assets from future natural disasters.

Financial Advisor

Residents of Santa Rosa, CA could benefit greatly from the expertise of a financial advisor. With the city's high cost of living, many individuals and families struggle to make ends meet and plan for their financial future. A financial advisor can provide guidance on budgeting, saving, and investing to help Santa Rosa residents achieve their financial goals. Additionally, with the recent wildfires that have devastated the area, many residents may have experienced financial losses and could benefit from the advice of a professional on how to rebuild and recover financially. A financial advisor can also assist with retirement planning, tax strategies, and estate planning to ensure that Santa Rosa residents are prepared for whatever the future may hold.

Mortgage Loan Officer

Residents of Santa Rosa, CA can benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, Santa Rosa is known for its high cost of living, which can make it difficult for residents to afford a home. A mortgage loan officer can help by providing guidance on the best loan options for their financial situation, as well as helping them navigate the complex process of securing a mortgage. Additionally, Santa Rosa is prone to natural disasters such as wildfires, which can cause financial hardship for homeowners. A mortgage loan officer can help residents access disaster relief programs and other resources to help them recover from these events. Overall, a mortgage loan officer can be a valuable resource for residents of Santa Rosa, helping them achieve their dream of homeownership and navigate the challenges of homeownership in this unique community.

Tax Services

Residents of Santa Rosa, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax preparation and filing. This is especially important for residents of Santa Rosa, where the cost of living is higher than the national average. A tax advisor can help ensure that residents are taking advantage of all available deductions and credits, which can lead to significant savings. Additionally, a tax advisor can provide guidance on tax planning and strategies for minimizing tax liability in the future. With the help of a tax advisor, residents of Santa Rosa can feel confident that they are making informed decisions about their finances and maximizing their tax savings.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Santa Rosa, CA can provide a range of services to help individuals prepare for the future. These services may include creating wills and trusts, establishing powers of attorney, and developing plans for the distribution of assets. With its diverse population and thriving economy, Santa Rosa presents unique challenges and opportunities for estate planning. For example, individuals may need to consider how to protect their assets from wildfire damage, which is a significant risk in the area. Additionally, estate planning lawyers in Santa Rosa may need to navigate complex tax laws at the state and federal level to ensure that their clients' estates are distributed in the most tax-efficient manner possible. Despite these challenges, estate planning lawyers in Santa Rosa are well-equipped to help their clients plan for the future and achieve their goals.

Santa Rosa, CA is the ultimate destination for anyone seeking an estate planning lawyer. The city has a vibrant legal community that is home to some of the most experienced and skilled attorneys in the field. What sets Santa Rosa apart is its unique blend of urban and rural lifestyles, which makes it an ideal location for estate planning. The city boasts a rich cultural heritage, with its beautiful parks, wineries, and museums, which provide a serene environment for clients to discuss their estate planning needs. Moreover, Santa Rosa has a thriving economy, with a diverse range of industries, including healthcare, education, and technology. This presents an excellent opportunity for estate planning lawyers to offer their services to individuals, families, and businesses in need. With its exceptional legal community, picturesque surroundings, and robust economy, Santa Rosa, CA is undoubtedly the best place to find an estate planning lawyer.