Top 200 cities  |  

Estate-planning San Mateo

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.
Show more

15 results for Estate-planning

Suttle, Goh & Barber, P.C. in San Mateo

66 Bovet Road, San Mateo, 94402
4157810250
Closed now

Trusted for over 40 years, Suttle, Goh & Barber, P.C. is provides premiere tax planning, estate planning & business law services in San Francisco.

business taxes, buying a business, contract negotiation, estate planning

Farbstein Donald F in San Mateo

411 Borel Ave, San Mateo, 94402
(650) 554-6200

San Mateo attorney Michael Farbstein, Donald Farbstein, John Blackman, Deirdre O'Reilly Marbleston, Margaret Burton, and Maggie Tingh are experienced and dedicated to serving client legal needs, including employment law, professional liability law, business ...

alameda county, atherton, california, contra costa county

Gleason Gary R in San Mateo

411 Borel Ave, San Mateo, 94402
(650) 554-6200

San Mateo attorney Michael Farbstein, Donald Farbstein, John Blackman, Deirdre O'Reilly Marbleston, Margaret Burton, and Maggie Tingh are experienced and dedicated to serving client legal needs, including employment law, professional liability law, business ...

alameda county, atherton, california, contra costa county

Law Offices of Charles B in San Mateo

177 Bovet Rd, San Mateo, 94402
(650) 638-2332

Jane Bradley is a lawyer specializing in estate planning, trusts, wills, trust administration, probate and related issues with offices in San Mateo and Belmont, California.

belmont, california, jane bradley, legal

Vantage Wealth Management in San Mateo

1 Waters Park Dr, San Mateo, 94403
(650) 638-9600

Vantage Wealth Management, LLC A comprehensive approach to financial security. Financial planning, investment management, insurance, tax planning, estate planning. Financial advisors, CFP, Certified Financial Planner Professionals, San Mateo CA, San Jose ...

cfp, financial, financial planning, investments

Blackman John S in San Mateo

411 Borel Ave, San Mateo, 94402
(650) 554-6200

San Mateo attorney Michael Farbstein, Donald Farbstein, John Blackman, Deirdre O'Reilly Marbleston, Margaret Burton, and Maggie Tingh are experienced and dedicated to serving client legal needs, including employment law, professional liability law, business ...

alameda county, atherton, california, contra costa county

Sneider and Sullivan and O'connell's Funeral Home in San Mateo

San Mateo, 94401 (650) 345-8585

Trusted to take personal care of every detail of your loved ones’ funeral or cremation service since 1928, we are your friends and neighbors, serving our communities of Burlingame, San Mateo, Hillsborough, Millbrae, CA.

burlingame california funeral home, crosby n. gray & co funeral home, funeral services, hillsborough

Arthur C. Seideman Accountancy in San Mateo

1650 Borel Pl, San Mateo, 94402
(650) 573-8573

A San Francisco Bay Area accounting firm specializing in individual and business tax planning and tax return preparation, bookkeeping, audits, and business valuations.

accounting, bookkeeping, cpa, financial

Taheny Kevin A Attorney in San Mateo

700 S Claremont St, San Mateo, 94402
(650) 345-4000

San Mateo attorney Kevin Taheny is experienced and dedicated to serving client legal needs, including business formation, business law, real estate law, personal injury, estate planning, trust administration, and family law throughout Southern California ...

alameda county, atherton, california, contra costa county

Marblestone Deirdre O'Reilly in San Mateo

411 Borel Ave, San Mateo, 94402
(650) 554-6200

San Mateo attorney Michael Farbstein, Donald Farbstein, John Blackman, Deirdre O'Reilly Marbleston, Margaret Burton, and Maggie Tingh are experienced and dedicated to serving client legal needs, including employment law, professional liability law, business ...

alameda county, atherton, california, contra costa county

Greene Chauvel Descalso and Minoletti in San Mateo

155 Bovet Rd, San Mateo, 94402
(650) 573-9500

We are a full service law firm based in San Mateo, CA. Our attorneys specialize in business law, real estate law, estate planning and probate law, employment law, civil litigation and trial, transportation law and Intellectual property law.

legal, burlingame, business formation, business law

Aeis in San Mateo

306 6th Ave, San Mateo, 94401
(650) 348-6234

AEIS & Ronald Bland offer solutions, strategic management and personalized service for health insurance, employee benefits, life insurance, and estate planning.

aaeis, insurance, ronald bland, san mateo

Burton Margaret Peggy A in San Mateo

411 Borel Ave, San Mateo, 94402
(650) 554-6200

San Mateo attorney Michael Farbstein, Donald Farbstein, John Blackman, Deirdre O'Reilly Marbleston, Margaret Burton, and Maggie Tingh are experienced and dedicated to serving client legal needs, including employment law, professional liability law, business ...

accountants, alameda county, atherton, attorney

Were you able to find the right 15 Providers within estate-planning ? If you're also a provider of estate-planning and you're not featured in the business directory yet, you can always Add an entry for free.

This website uses cookies to ensure you get the best experience on our website. More information