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Estate-planning San Jose

Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account...
Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account the possibility of incapacity of a person and administers a probate which maximizes the estate value by reducing other expenses. A probate distributes property after death and includes the validation of the will, estate representative hearing notification of creditors and the estate distributed to the will beneficiaries. Some modern estate planners recommend probate avoidance strategies to eliminate the cost and time of the probate process. Mediation is available to settle disputes. For minors and beneficiaries in incapacity, a guardian is often designated. Estate planning law overlaps with elder law which also provision long term-care, and involves wills, trusts, powers of appointment and attorney as well as property ownership.
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27 results for Estate-planning

Hulberg & Associates , Inc. in San Jose

One Almaden Blvd. Suite 700, San Jose, 95113
(408) 279-1520

Hulberg & Associates, Inc. maintains offices in the heart of Silicon Valley (San Jose), in the East Bay (San Ramon), in the Monterey Bay (Carmel), and in the Central Valley (Modesto). The primary service areas are the eleven counties in the San Francisco ...

all..., appraisals, appraisers, arbitration

WealthPLAN Inc in San Jose

San Jose, 95196

WealthPLAN is a law practice founded by Francis B. Doyle and Mary Beth Ancona in 1996. The driving force behind the creation of the firm was the goal of providing acutely experienced legal services for clients needing a responsive and complete approach ...

all..., estate planning

Alice J. MacAllister in San Jose

San Jose, 95196

The Law Office of Alice J. MacAllister is located in San Jose, California and also serves Santa Clara County, San Mateo County, Silicon Valley, Sunnyvale, and Los Gatos and other cities around the San Francisco Bay. I work exclusively in matters of estate ...

all..., estate planning

Legacy Planning Law Group in San Jose

1299 Del Mar Ave, San Jose, 95128
(408) 244-5754

The Home Page of Legacy Planning Law Group in San Jose, California. Legacy Planning Law Group helps individuals, families and business owners with estate planning, wills, living trusts, medi-cal planning and taxes.

legal, attorney, estate planning, last will and testament

DO Le and Company CPA in San Jose

2150 Ringwood Ave, San Jose, 95131
(408) 433-1788

Tax, financial, and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, investments.

accounting, bookkeeping, c.p.a., cpa

Hulberg Appraisal in San Jose

1 Almaden Blvd, San Jose, 95113
(408) 279-1520

The professional real estate appraisers of Hulberg & Associates, Inc. are qualified, motivated and have strong educational backgrounds.

appraisals, appraisers, arbitration, commercial appraisal

Windell Ferguson and Lin Attorneys At Law in San Jose

2061 Clarmar Way, San Jose, 95128
(650) 348-9005

Living Trust Advisors. We specialize in Estate Planning, Estate Administration, general Probate Law, Probate representation, Wills, Living Trusts, Skip Generation Trusts, and Q-Tip trusts.

aarp legal services network participation, bay area, free consultations, free educational seminars

Quality Returns-Enrolled Agent in San Jose

1435 Koll Cir, San Jose, 95112
(408) 496-5787

Tax, Accounting and QuickBooks specialists for small businesses. Enrolled Agent with over 15 years experience solving tax and accounting problems. Quality Returns has been helping small business owners and professionals achieve their business potential ...

accounting, bookkeeping, ftb, financial

Hulberg and Associates in San Jose

1 N Market St, San Jose, 95113
(408) 279-1520

The professional real estate appraisers of Hulberg & Associates, Inc. are qualified, motivated and have strong educational backgrounds.

appraisals, appraisers, arbitration, commercial appraisal

Parr Law Group in San Jose

1625 The Alameda, San Jose, 95126
(408) 267-4500

Cost-effective and practical legal service - Chapter 7 & 13 Bankruptcy Attorney - San Jose, Ca. (408) 267.4500

california attorneys, california corporate attorney, california corporate law, california incorporation

Chang Davis L S CPA in San Jose

28 N 1st St, San Jose, 95113
(408) 998-1688

San Francisco Bay Area CPA firm in Downtown San Jose, Davis Chang, 張祿生會計師 , Certified Public Accountant and Financial Advisor for 30 years, specializes in Income Tax filing, Tax Law, Accounting ,Payroll, Tax Planning, New immigrant tax services, foreign ...

accounting, bookkeeping, estate, estate planning

Zolla Law Firm in San Jose

1631 Willow St, San Jose, 95125
(408) 264-9822

Carol Elias Zolla is an estate planning and probate lawyer serving San Jose, Los Gatos and Silicon Valley. She assists with living trusts, wills, powers of attorneys, & charitable & gifting trusts; and provides tax and trust administration expertise following ...

legal, attorney, avoiding probate, estate planning

Marshall A Coyle Law Offices in San Jose

111 N Market St, San Jose, 95113
(408) 625-1136

Our practice is dedicated to family law and estate planning. Attorney Marshall A. Coyle has more than 23 years of legal experience.

attorney, coyle law offices, legal, marshall a. coyle

Wealthplan in San Jose

1635 The Alameda, San Jose, 95126
(408) 918-9030

With more than 35 years of experience, an AV® rating and inclusion in the list of Super Lawyers®, our San Jose estate planning attorney is highly qualified to handle your case!

advanced health care directives/living wills, ca estate planning attorney, corporations (c-corp/s-corp), durable power of attorney for property

Sherer Group in San Jose

1754 Technology Dr, San Jose, 95110
(408) 984-7526

We provide comprehensive, personal service with the goal of assisting our clients with strategies on investment-related taxes, investment planning, real estate investment trusts and personal financial guidance. We take a hands on approach to assist you ...

dst, insurance, invest in reit, invest in reits

Windell Carl T Law Offices in San Jose

2061 Clarmar Way, San Jose, 95128
(408) 286-1322

Living Trust Advisors. We specialize in Estate Planning, Estate Administration, general Probate Law, Probate representation, Wills, Living Trusts, Skip Generation Trusts, and Q-Tip trusts.

aarp legal services network participation, bay area, free consultations, free educational seminars

Lindstrom Peter Attorney At Law in San Jose

1631 Willow St, San Jose, 95125
(408) 264-9822

We serve individual and business clients throughout the San Francisco Bay Area. Our areas of legal practice include general civil law, business law, family law, estate planning and probate law.

legal, attorney, bay area attorney, car accident

Law Office of Gregory A. Broiles in San Jose

4340 Stevens Creek Blvd, San Jose, 95129
(408) 244-5754

The Home Page of Legacy Planning Law Group in San Jose, California. Legacy Planning Law Group helps individuals, families and business owners with estate planning, wills, living trusts, medi-cal planning and taxes.

legal, attorney, estate planning, last will and testament

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