Name: Copenbarger & Copenbarger LLP
Address: 1250 Aviation Ave Suite 260, San Jose, CA
Telephone: (800) 244-8814

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List of Firms

Top San Jose, CA Estate Planning Law Firms

Copenbarger & Copenbarger LLP

5 out of 5

1250 Aviation Ave Suite 260, San Jose, CA 95110, USA

(800) 244-8814

https://www.copenbarger.com/

Directions

rui attorneys

5 out of 5

75 E Santa Clara St #1390, San Jose, CA 95113, USA

(408) 320-5275

http://www.ruiattorneys.us/

Directions

Mosaic Law, P.C.

5 out of 5

6203 San Ignacio Ave Ste 110, San Jose, CA 95119, USA

(408) 987-6398

https://mosaiclawusa.com/?utm_source=google-local&utm_medium=organic&utm_campaign=1289

Directions

Richard G. Burt

5 out of 5

55 S Market St #1500, San Jose, CA 95113, USA

(408) 286-7333

https://richardburtlaw.com/

Directions

Law Offices of David S. Park

5 out of 5

1777 Hamilton Ave # 2040, San Jose, CA 95125, USA

(408) 479-2312

https://www.dsplawoffice.com/

Directions

Scire Law

5 out of 5

37 E Hedding St, San Jose, CA 95112, USA

(408) 297-7777

https://apps.calbar.ca.gov/attorney/Licensee/Detail/276910

Directions

Law Offices of Linda J. MacKay

4 out of 5

1361 S Winchester Blvd Suite 210, San Jose, CA 95128, USA

(408) 379-9600

https://www.ljmlegal.com/?npcmp=dir:local:4904870:95128

Directions

The Heritage Law Group

5 out of 5

2033 Gateway Pl Ste 500, San Jose, CA 95110, USA

(408) 925-0146

https://www.hlgusa.com/?utm_source=google-local&utm_medium=organic&utm_campaign=1497

Directions

Advocas Law Group

5 out of 5

255 N Market St #125, San Jose, CA 95110, USA

(408) 641-8803

http://advocaslaw.com/

Directions

Hoffman Law Group, APC

5 out of 5

2021 The Alameda STE 275, San Jose, CA 95126, USA

(408) 241-9620

https://kirkhoffman.com/

Directions

Silveria Linda

4 out of 5

2021 The Alameda Suite 102, San Jose, CA 95126, USA

(408) 985-2500

http://silverialaw.com/

Directions

Tobener Ravenscroft - San Jose Tenant Lawyers

5 out of 5

111 N Market St Suite 300, San Jose, CA 95113, USA

(408) 533-0265

https://www.tobenerlaw.com/

Directions

Law Office of Matthew Triet Vo

5 out of 5

919 Story Rd suite #1204, San Jose, CA 95122, USA

(408) 978-7076

http://www.matthewvolaw.com/

Directions

Law Office of Lorna J. Drope

5 out of 5

1550 The Alameda #206, San Jose, CA 95126, USA

(408) 852-7005

http://www.specialneedslawgroup.com/

Directions

Kamala Law Corporation | Immigration Attorney | Estate Planning Attorney

5 out of 5

2670 S White Rd #105, San Jose, CA 95148, USA

(408) 752-5436

https://www.kamalalaw.com/

Directions

Del Ponte and Hirz Attorneys at Law

5 out of 5

75 E Santa Clara St Suite 275, San Jose, CA 95113, USA

(408) 294-4525

https://www.delponteandhirz.com/

Directions

Where Estate Planners in San Jose, CA Serve

San Jose, CA is a bustling metropolis located in the heart of Silicon Valley. This city is home to a plethora of landmarks, including the iconic Winchester Mystery House, the Tech Museum of Innovation, and the San Jose Museum of Art. As the largest city in Northern California, San Jose is a hub for top employers such as Cisco Systems, eBay, and Adobe Systems. The city is also well-connected with major highways, such as the 101 and 280, and streets like Santa Clara Street and Almaden Expressway. San Jose is comprised of a variety of neighborhoods, each with its own unique charm and character. From the trendy downtown area to the historic Rose Garden district, there is something for everyone in this vibrant city.

Nearby Locations

Alameda County, CA Alameda, CA Alamo, CA Aliso Viejo, CA Anaheim, CA Auburn, CA Bakersfield, CA Banning, CA

Financial Services Related to Estate Planning in San Jose, CA

Banks and Credit Unions

Residents of San Jose, CA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who are looking to purchase a home in the city. San Jose is known for its high cost of living and real estate prices, so having a bank that can offer competitive mortgage rates and loan options can be incredibly helpful. Additionally, with the city's thriving tech industry, many residents may need assistance with managing their finances or investing their money. A bank can provide financial planning services and investment advice to help residents make the most of their money. Finally, with San Jose's diverse population, many residents may need assistance with international money transfers or accessing financial services in their native language. A bank that offers multilingual support and global banking services can be a valuable resource for these residents.

Insurance Broker

Residents of San Jose, CA can benefit greatly from the services of an insurance broker. With the city's high cost of living and bustling tech industry, individuals and families may struggle to find affordable and comprehensive insurance plans on their own. An insurance broker can help navigate the complex world of insurance and find policies that fit the unique needs of San Jose residents. For example, they can help find plans that cover earthquake damage, which is a common concern in the region. Additionally, an insurance broker can provide personalized advice and support, ensuring that residents have the coverage they need for themselves and their families.

Retirement Planning

Residents of San Jose, CA could greatly benefit from the services of a retirement planner. With the high cost of living in the area, it can be difficult to save enough money for retirement. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation and goals. They can provide guidance on how to maximize savings, minimize taxes, and invest wisely. Additionally, with the tech industry being a major employer in San Jose, many residents may have stock options or other complex financial situations that require specialized knowledge. A retirement planner can help navigate these complexities and ensure that residents are on track for a secure retirement.

Wealth Management

Residents of San Jose, CA could greatly benefit from the services of a wealth manager in a number of ways. One specific area where a wealth manager could be particularly helpful is in navigating the high cost of living in the area. San Jose consistently ranks as one of the most expensive cities in the country, with sky-high housing prices and a high cost of living in general. A wealth manager could help residents create a financial plan that takes these factors into account, helping them to save more effectively and invest in a way that maximizes their returns. Additionally, a wealth manager could help residents plan for retirement, which can be especially challenging given the high cost of living in the area. Overall, a wealth manager can provide valuable guidance and support to San Jose residents looking to build and maintain their wealth in a challenging financial environment.

Financial Advisor

Residents of San Jose, CA can benefit greatly from the guidance of a financial advisor. With the cost of living being notoriously high in the Bay Area, a financial advisor can help residents navigate their finances and create a personalized plan for saving and investing. San Jose is also home to many tech companies and startups, which can provide unique financial opportunities and challenges. A financial advisor can help individuals in these industries navigate stock options, equity compensation, and other financial considerations specific to tech companies. Additionally, with Silicon Valley being a hub for entrepreneurship, a financial advisor can assist aspiring business owners with creating a solid financial plan for starting and growing their businesses. Overall, a financial advisor can provide invaluable support to San Jose residents in achieving their financial goals and navigating the unique financial landscape of the Bay Area.

Mortgage Loan Officer

Residents of San Jose, CA can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by helping them navigate the competitive housing market in the area. San Jose is known for its high cost of living and limited housing inventory, which can make it challenging for residents to find their dream home. A mortgage loan officer can help residents understand their financing options and guide them through the home buying process, from pre-approval to closing. They can also assist with refinancing an existing mortgage, which can be a smart financial move in a city where property values tend to appreciate quickly. Overall, a mortgage loan officer can provide valuable support and guidance to San Jose residents looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of San Jose, 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 the complex tax laws and regulations specific to California. San Jose residents may have unique tax considerations due to the city's high cost of living and high-tech industry, which can impact both their personal and business taxes. A tax advisor can help ensure that residents are taking advantage of all available deductions and credits, as well as staying compliant with state and federal tax laws. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters to help residents achieve their long-term financial goals.