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Browse these estate planners with great ratings from Thumbtack customers in Moraga.
Great Estate Planning Services! Both Roy and Justin are thorough. Although initially there was a misunderstanding in beneficiary designation (due to our complex family structure) everything worked out great. We like the fact that we can send questions to the attorneys at no charge.
Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting
Kamela Laird is exceptional at what she does. She helped us navigate setting up a trust and wills easily and with great care. She is warm, totally approachable and highly professional. If there are areas she does not deal with she is well connected and will recommend others you can trust. We highly recommend her for your legacy needs.
I used Thumbtack to find an attorney to explore a complex real estate issue involving condominium law, fire and building codes and a soft story retrofit program and was refered to Jamin Horn. He responded quickly to my initial request. We have had a series of very comprehensive telephone conversations about my current legal situation. He seems very knowledgable about the many different aspects of my particular situation and has provided very clear, directed opinions and advice regarding my next steps. I found Jamin to very professional and considerate, asking appropriate and probing questions. He feels like my advocate, very willing to explore available legal options. I would absolutely choose Jamin to represent me when I need to continue my legal journey. Thanks, Jamin!
I just completed updating my Trust, Will and Health Directive. From locating and gathering the required documents to making life and death decisions, the process can be daunting for sure. Thanks to Jocelyn Wong-Rolle, an Oakland attorney who specializes in Estate Planner, the process was painless. She is meticulous in thought and action, and patiently guided me through the completion of the documents. Another one of her positive attributes is that she responds to all emails in a timely manner no matter how trivial the question. It is a satisfying feeling knowing I have my personal matters in order. I highly recommend Ms. Wong-Rolle; you will not be disappointed in the results!
We focus our practice on all aspects of the trusts, estates and tax arena, so that we can offer our clients the most knowledgeable and highly specialized representation available. We handle the following services: * Integrated Estate Planning WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. * Trust and Estate Administration WealthPLAN expedites the settlement of a decedents trust and/or estate. * Trust and Estate Litigation Disputes often arise during the administration of a trust or estate, and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. * Trust and Estate Litigation WealthPLAN provides comprehensive tax planning and tax controversy representation.
Planning for your loved ones future doesnt have to be stressful. At Sargent Law Offices, our Alameda County estate planning attorney is committed to providing trustworthy service. It is our goal to help you understand your options when faced with decisions about your future. Our team is experienced with creating and over-seeing wills, trusts, guardianship, and amending documents, as well as administering a loved ones estate and handling advanced healthcare directives. If you need legal assistance, our attorney can work with you to help you plan your future. If you are in Alameda County and want to learn more about how we can help you, call today for a free consultation.
The Law Offices of Daniel Leahy provides personalized services for all of your estate planning, business law and family law needs. My clients are individuals, couples, and professionals who want to protect their families, their businesses, and their beneficiaries. I treat all of my clients with courtesy and integrity and strive to provide realistic advice that achieves results. Please feel free to contact me with your questions or concerns; your information is always kept confidential, and I encourage you to feel as comfortable as possible with your legal matter.
We are a boutique firm that mainly does transactional work in the fields of Real Estate, Business, Estate Planning and Intellectual Property.
Custom legal services at flat rates. Virtual law offices equals reduced expense to our clients.
At Gadzo Law, P.C., we pride ourselves on taking a personalized and efficient approach to estate planning, trust administration and probates. Our principal, Alexandra Gadzo, is a certified specialist in estate planning, trust and probate law and is enthusiastic about bringing her knowledge and skill to helping her clients. Alexandra is also a licensed real estate broker.
I help clients plan their estates so that their wishes are carried out for themselves and for their intended beneficiaries. This includes preparation of the necessary estate planning documents, from wills to living trusts to powers of attorney to irrevocable trusts to gifting plans to gift tax returns. Likewise, I represent fiduciaries responsible for managing the financial or personal affairs of others, such as executors, administrators, trustees, conservators, guardians, agents, and attorneys-in-fact. This includes both matters subject to probate court supervision and matters not subject to court review. As part of these services. I also provide estate and gift tax advice, including preparation of estate and gift tax returns.
Michael Notaros mission is to provide real estate owners, investors and developers with the finest quality legal service. Michael and his firm provide professional, value-added legal services to the real estate community. Our core values are integrity, service and excellence, and we value and cherish long-term client relationships. Zealous and aggressive representation is balanced with negotiating the best possible solution to your real estate problem. When our clients succeed, we succeed. We are counselors as well as advocates, and we communicate in clear, understandable language; we believe that our clients deserve to know what we do, why we do it, and how it benefits them.
In my home office, I prepare documents for pro se filers in my bosses' office. We do real estate brokerage and all general/civil law.
Great estate planning begins with WealthPlan, a law practice dedicated to your estate preservation. Contact a San Jose estate planning attorney today to schedule your first consultation!
Matthew R. Mraule received his J.D. from Pepperdine University in 2007 and an M.B.A. from Pepperdine University Graziadio School of Business and Management in 2005. In 2002, he acquired a bachelor of science in viticulture and enology from University of California at Davis. He is currently pursuing an LL.M. in taxation law at Golden Gate University in San Francisco. Prior to obtaining his license to practice, he was a clerk for the Honorable Nat A. Agliano, formerly the presiding judge of the California Court of Appeals, 6th district. During his studies at Pepperdine, he was a clerk with the district attorney's office, Los Angeles County in a felony trials unit and assisted in the formation of L.A. County's victims' restitution department. After acquiring his license, Matt started a solo practice in his hometown of Salinas, CA, where he practiced primarily civil litigation. In 2010, he relocated to the East Bay with his wife, Sarah, and he now lives in Pleasant Hill.
I am an estate planning attorney with over 28 years of practice experience, and a Certified Specialist in Estate Planning, Trust and Probate law (California Board of Legal Specialization). My law practice is devoted exclusively to helping families with avoiding conservatorship, avoiding probate, and planning for the inheritance they wish to pass to children or other heirs. I prepare high quality, customized living trust estate plans. Flat fees are charged for most legal services. I personally handle all meetings, drafting of living trusts, and other estate planning documents, and signing of all documents. I do not use paralegals, legal secretaries or outside services of any kind. I also offer free living trust seminars at my office and other public venues.
Full estate plans include revocable trusts, wills, durable powers of attorneys for health care and finances, medical wills or directives, and trust deeds (up to 2) for real property. Couples with estates of less than $5 million will pay a flat fee of $2200.00
The Law Office of Mark Gullotta sensitively and compassionately guides people through estate planning, probate and trust administration issues. With over a decade of legal experience under their belts, they have extensive knowledge of relevant laws and the state court system. They are focused on ensuring your interests are reflected into the future, and they work with you through each step of the process. Schedule your consultation today by calling the firm.
Fremont Attorney Providing Aggressive Criminal Defense As a Fremont criminal defense lawyer, Adam provides representation for all types of DUI cases and other legal matters. For information about the services that our office provides, please feel free to browse around our website ARANTLAW.COM before giving us a call. We provide exceptional legal resources for all DUI defense and criminal matters, including theft crimes, drug crimes, DUI overview, DUI penalties, first DUI offense, multiple DUI offenses, felony DUI, DUI accidents, underage DUI, field sobriety tests, DUI and drugs, DMV hearings and more. A criminal defense attorney from our firm can also provide you with the information you need to know about your criminal charges.
Let your problem be our solution. Our services include the following: * Estate Planning We have experience handling many estate planning matters, including: - Wills and trusts. We can assist you with all the essential documents for handing your wealth. - Probate law and litigation. We represent executors and beneficiaries for all types of issues -- basic will disputes, probate issues, creditor disputes, general tax and accounting issues, and breach of fiduciary duty. - Power of attorney. We can assist you select an agent to represent you with regard to financial matters in case you become incapable to deal with these matters on your own. * Bankruptcy There are many different causes of bankruptcy, from an unexpected lost job or reduced income to sudden medical bills. The most crucial thing is to get the assistance you need, such as: - Chapter 7 bankruptcy. This is the more common bankruptcy option, assisting you get rid of unsecured debt and get a fresh start. - Chapter 11 bankruptcy. This is an alternative for clients whose property is very valuable to qualify for Chapter 13. - Chapter 13 bankruptcy. This is another bankruptcy alternative for clients who want to keep their houses or who are above the maximum income limit. - Chapter 7. We can likewise assist with cramming down auto loans and lien stripping, where appropriate. - Foreclosure defense. We can assist you prevent your house from being foreclosed by your creditors. - Wage garnishments/creditor harassment. We can assist you stop harassment from creditors - General litigation matters coming up during bankruptcy. We can also assist with other issues that occur during the course of bankruptcy, like divorce.