Estate Planning San Francisco – Safe Harbor LLP’s Estate Planning Service

Estate planning is a critical aspect of financial planning for many San Francisco Bay Area families and businesses. As you grow older, you want to leave financial assets for your spouse, children, and other loved ones. These might be a successful business, it might be your home, it might be other real estate assets or it can even be financial assets such as stocks or bonds. Whatever your income and asset portfolio, it is necessary to “plan ahead” to minimize tax liabilities for your heirs and to maximize the transfer of income and assets to the next generation.

San Francisco Estate PlanningSetting up efficient estate planning is one of the most important, most generous things you can do for your loved ones. We at Safe Harbor LLP often advise our tax and accounting clients as to how to set up estate planning.

  • Call us at 415-742-4249 for a free phone consultation to see if we are a good match for your needs, or send us an email inquiry.

New for 2017: Safe Harbor’s Estate Planning Guide.

As part of our estate planning service in San Francisco, we have partnered to co-produce an informative new guide on estate planning.

  • You can browse it, free, by clicking here.