Top 9 Certified Financial Planners Near Walnut Creek, California

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

We know finding the best Certified Financial Planner Near Walnut Creek, California can be difficult, so we put together this detailed list of the best of the best Certified Financial Planner firms near Walnut Creek, California so you can make your choice wisely. Each Financial Planning firm strives to give their clients the best advice for planning for their retirement and investing for their future so you should be sure to check them out on your next visit to Walnut Creek! If you know another Financial Planner that should also be included in our list – or one that should be removed – please let us know!

1. Best Financial Life

9000 Crow Canyon Rd S, Danville, CA 94506, United States

Best Financial Life is honored to contribute content on different media outlets to answer your queries regarding all aspects of financial planning and to arm you confidently with your own trip to true financial health and well-being as part of our commitment and passion for providing the tools, means and insights you need.

Over the years, Best Financial Life has served several families and people with pride, but with women we have had the most success. Women managing domestic finances, women seeking financial clarity and women frustrated with Wall Street.

2. Mauricio Midence Tax Preparation & Financial Services

2552 Appian Way, Pinole, CA 94564, United States

With over two decades of experience, they work with businesses of all sizes and across all industries. They are committed to resolving all tax issues quickly and accurately so that you can focus on what is truly important to your business. Everyone on the team is professionally qualified to provide you with the best service and advice in all areas of personal and business tax.

Their team of experts has been working for over 30 years to provide solid solutions to your needs for personal planning and business strategy. All of our services are tailored to the various stages of your personal and professional development

3. Jing & Company

2161 Ygnacio Valley Rd Ste 150 Walnut Creek, CA 94598

The enterprise provides audit and assurance for financial statements, tax strategic planning, preparation of federal and multi-state tax returns, and accounting, bookkeeping and CFO services. Providing local businesses and individuals with customized, affordable and top quality services specializing in immobilization, construction, non-profit organization, HUD, the private equity, low-income and community development industries.

Employees are well-trained, experienced and know-how in numerous accounting systems, federal and state regulatory compliance standards, industry standards and generally accepted United States accounting principles. They are committed to working with you on best practices and innovative solutions to help you make business strategic decisions that increase your business’ profit and growth.

4. Kaufmann Advisors

580 California St #1200, San Francisco, CA 94104, United States

Kaufmann Advisors is a small accountant in San Francisco and tax preparation. With small and medium sized companies, they provide bookkeeping, accounting, training in quick-books and tax preparation services. They work with their outsourcing accounting team.

CFO services and the help to better manage their businesses while helping them save money on taxes are part of this company’s founding concept – it does not have to be that difficult and things can be always more easy to manage your accounting and finance.

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5. Mosher Financial Advisors

3658 Mt Diablo Blvd # 210, Lafayette, CA 94549, United States

Mosher Financial Advisors, as a financial advisory firm, can offer a wide range of financial planning services to Americans. Financial advisors assist you in achieving your life goals, such as retirement savings, by developing a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

Tax planning, estate planning, retirement planning, and life-event planning, such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance, are all examples of financial planning services.

6. Provident Credit Union

742 Bancroft Rd, Walnut Creek, CA 94598, United States

Provident Credit Union, now the 100th largest credit union in the United States (21st largest in California)097, was founded in 1950 to serve the California Teachers Association. Provident Credit Union, headquartered in the San Francisco Bay Area, now has over 129,000 members and over 1,200 employer groups, and operates branches throughout California. With more than $3.09 billion in assets, Provident has established a reputation for absolute safety and soundness. They offer unique products and services to a number of groups, whilst there are many ways of being eligible for membership, who they recognize as the core of the cities where they are doing business.

Provident Credit Union focuses on people and organizations that are important members of California communities

7. ALA Bookkeeping Services

3124 Clayton Rd, Concord, CA 94519, United States

A.L.A Bookkeeping is driven by passion and a wealth of experience to ensure that each job is completed to perfection. You will be able to see how well your business works and to see which financial decision your business will most benefit from. They provide accurate financial statements that will allow you to view how well your business is doing, and examine which financial decision will benefit your business the most. In particular for HST and payroll transfer as well as other important dates, they ensure that deadlines are met.

ALA Bookkeeping Services can provide daily or weekly bookkeeping, monthly or quarterly bookkeeping, payroll services, and year-end bookkeeping as a full-service bookkeeping company. In addition, they provide tax services such as personal tax return preparation as well as other services such as business setup. Quickbooks training, basic bookkeeping in-house training, and basic and intermediate Excel training are all available. They also serve clients throughout York Region, including the GTA, Barrie, Markham, Aurora, and the surrounding areas.

8. Fix Your Credit Consulting

388 Market St #1300, San Francisco, CA 94111, United States

Fix Your Credit Consulting’s credit repair experts have been certified credit repair professionals since 2003. Sandra Ruiz, the CEO of Fix Your Credit Consulting, worked as a mortgage broker before starting the company and saw firsthand how bad credit affected her clients. She started working on their credit to help them qualify for home loans, and within a few months, she was able to raise their scores to the point where they qualified for great rates on the homes they wanted to buy or refinance. Sandra’s success in restoring people’s good credit led her to change careers and establish Fix Your Credit Consulting as a credit repair specialist.

This Credit repair company not only provides you with important credit information throughout the whole credit repair process. Fix Your Credit Consulting helps you avoid identity volatility, such as robbing your name, address, number of social security, credit cards, billing and charging.

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9. Aspire Planning Associates

1990 N California Blvd Fl 8 Walnut Creek, CA 94596

As a financial consultancy firm, Aspire Planning Associates can offer Americans a range of financial planning services. Financial consultants help you achieve your goals, e.g. pension saving, a comprehensive financial plan and the management of your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

Financial planning services may include tax planning, estate planning, pension planning or event planning based on life, for example, college savings, marriage, home purchases, debts or heritage planning.

Moreover, the financial planning services at Aspire Planning Associates go beyond traditional services in order to focus on your satisfaction. They are an autonomous registered investment consulting firm which provides personalized advice on almost any financial situation, particularly major life transitions. They’ve been working together with you to develop a comprehensive financial plan that helps you meet your aspirations, now and in future.

Are You Looking For an Estate Planning Attorney You Can Trust?

Planning for your retirement can be a daunting task, and you may still have some remaining questions. The Law Offices of Joel A Harris are more than prepared to provide you with legal counsel pertaining to your planning, execution, or, and any other legal concerns or questions you may have. The Law Offices of Joel A Harris, located in Concord, Walnut Creek, and Antioch are available to help you to the best of their abilities. Joel Harris is an attorney with 30 years of experience and is extremely familiar with this process. If you are not sure how to begin, or you just want some help navigating the ins and outs of protecting your retirement and estate, feel free to visit us online, in person or call us by phone at (925) 757-4605.

Top 10 Best Probate Attorneys in Contra Costa County – Updated for 2021

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

We understand how difficult it may be to locate the Best Probate Attorney in Contra Costa County, so we’ve compiled this comprehensive list of the best of the best so you can make an informed selection. Each legal firm has a variety of specialties to select from in order to meet the requirements of its clients, so picking the ideal decision for you and your family is critical. Please keep checking back because this list of outstanding Probate Attorneys is always updating and increasing. Please let us know if you locate another legal company that should be included here – or if one should be deleted!

1. Law Offices of Joel Harris

511 W 3rd St, Antioch, CA 94509

About: After starting his own firm in 1993, Joel came upon an old Victorian on the W. The execution of established legislation was situated on Antioch 3rd Street. He recognized the need for an estate planning lawyer in the Antioch area who wanted to help clients and their families secure their legacy. As a result, Joel founded Joel A. Harris’ legal offices in 1993, just three years after graduating from law school, with the goal of doing things the way his customers want them done and providing exceptional service at a fair price in a friendly, non-confrontational environment. There are additional satellite offices in Walnut Creek and Clayton.

Practice Areas: Estate Planning, Living Trust, Wills, Power of Attorney, Probate, Family Business Evaluation, Planning, and Management.

What Makes Him Different: Joel is a State Bar Certified Specialist in Estate Preparation, Trust & Probate Law, and a perennial California Super Lawyer, recognized by an independent organization as one of the top 5% of lawyers in their field of competency and service. He has 30 years of experience specializing in estate planning and administration.

2. Mullin Law Firm

1355 Willow Way Suite 110, Concord, CA 94520

About: The Mullin Law Firm is attentive to the needs of its clients. Their attorneys are dedicated to achieving their clients’ estate planning objectives and resolving challenging legal cases with the finest legal solutions available.

They pay attention to their clients’ individual issues and strive toward a goal that meets their needs. Clients will not be lost in the swirl of a huge law office. Every member of their team is well-versed in every case and customer. There is always someone ready to answer inquiries and give timely assistance.

Practice Areas: Estate Planning, Elder Law, Probate & Estate Administration, Conservatorships, Mediation, Probate & Trust Estates Litigation

What Makes Them Different: Ronald K. Mullin, the firm’s founding attorney and former mayor of Concord, has extensive connections in the town. Ronald K. Mullin, an attorney, served as president of the Contra Costa County Bar Association in 2010.

He was a member of the John Muir Health Board of Directors for nine years. The company is also involved in a number of community and advocacy organizations, such as the National Academy of Elder Law Attorneys and California Advocates for Nursing Home Reform.

Since 2010, he has been selected for inclusion on the list of California Super Lawyers every year. Their entire staff is dedicated to assisting clients in achieving their goals.

3.Law Office of Cynthia C. Sayegh – Probate Attorney

1855 San Miguel Dr Suite 17-C, Walnut Creek, CA 94596

About: Cynthia C. Sayegh’s law firm first opened its doors in 2018. Cindy had been practicing in the same location with her old colleagues since 2014, servicing the Greater Bay Area.

Estate planning, trust administration, and probate are their areas of expertise. Legal services are practical, cost-effective, and successful when it comes to serving the demands of customers. The procedure is a team effort that takes place at the client’s home or workplace and is designed to be stress-free and convenient.

Practice Areas: Cindy focuses her legal practice on estate planning, trust administration, and probate. She focuses on assisting families in making plans for their children and grandkids while considering tax consequences and current elder law challenges.

Cindy also provides advice on real estate and commercial transactions, which can have an influence on estate planning and trust administration.

What Makes Her Different: Cindy employs a unique mixture of legal, tax, and financial experience to deliver real answers to her customers in a modern manner. She takes pleasure in her ability to provide her clients with speedy, informed, and high-quality legal services in a collaborative setting.

4. Law Office of Joan Grimes

1600 S Main St #100, Walnut Creek, CA 94596

About: In 2007, the company was founded. The Law Office of Joan Grimes is committed to spending time with clients and their families in order to fully comprehend their circumstances. When it comes to assisting people in finding answers to their financial challenges, understanding their demands is paramount.

Joan Grimes grew up in the East Bay after being born in Los Angeles. She earned her bachelor’s degree from UC Berkeley in 1981 and her law degree from California Western School of Law in 1984. She is passionate about real estate and has experience in a variety of areas of real estate law, including bankruptcy, workouts, and estate planning.

Practice Areas: Comprehensive Estate Planning, Revocable and Irrevocable Living Trusts, Probate Services, Advance Health Care Directive, Trust and Estate Administration, and many more.

What Makes Them Different: They’ve spent the last 30 years helping their clients comprehend the estate planning process. Making them know that their estate plan and the paperwork that goes with it will be among the most essential things they will ever sign. They want their clients to leave their office with not just a strategy, but a strategy that they fully comprehend.

5.Talbot Law Group, P.C.

2033 N Main St #750, Walnut Creek, CA 94596

About: Matthew Talbot and his colleagues are a leading Trust and Probate Law Firm in the San Francisco Bay Area, specializing in Trust and Estate Litigation, Probate, Conservatorship, Trust Administration, Elder Abuse cases, and Estate Planning.

Their client-focused, results-oriented company is owned by a family. Their attorneys have received the distinguished “Superlawyers” title for numerous years because of their dedication to service.

Clients and attorneys alike flock to Talbot Law Group with complicated issues that need a high degree of ability and expertise because of their commitment to quality and reputation in the community.

In the San Francisco Bay Area, encompassing Contra Costa, Alameda, Santa Clara, and San Francisco County, Talbot Law Group represents clients.

Practice Areas: Probate and Estates, Trust Litigation, Conservatorships, Estate and Probate Litigation, Elder Abuse, Estate Planning

What Makes Them Different: Matthew’s dedication to providing exceptional service has won him Super Lawyer status in 2016 and 2017, 2018, 2019, 2020, and 2021, as well as Avvo’s top rating of “Superb” in Elder Law, Lead Counsel Rating in Estate Planning, and distinction in San Francisco Magazine.

Matthew Talbot is dedicated to advocating for his clients and has earned a reputation as a trustworthy and ethical lawyer. Matthew is frequently approached by counsel to consult on probate and trust litigations, offer expert witnesses at trial, and represent third-party impartial fiduciaries in contested situations due to his knowledge and commitment to high-quality work.

6.Law Offices of Stefanie West, Inc.

165 Lennon Ln #101, Walnut Creek, CA 94598

About: Stefanie West is an East Bay estate planning attorney. Stefanie graduated from the University of California at Berkeley with a B.A., summa cum laude, and a law degree. Stefanie attended her last year of law school at Harvard Law School, where she finished first in her class.

Stefanie was the first Planned Giving Officer at U.C. Berkeley Law School before going into private practice. She assisted the University’s most renowned benefactors with bequests and other estate donations while in this role.

Stefanie’s current area of practice is estate preparation, which includes Wills, Trusts, Probate, and Medi-Cal preparation. She helps customers who do not have long-term care insurance yet require skilled nursing care to qualify for Medi-Cal.

Practice Areas: Estate Planning, Wills, Trusts, Probate, and Medi-Cal Planning.

What Makes Her Different: She makes house calls. Her work is based on visits to clients’ homes. She spends two days per week in the office and three days per week visiting customers at their homes.

She enjoys visiting people in their homes for a variety of reasons. People seem to be more at ease at home, according to her observations. They spend more quality time together, and she has a greater understanding of her customers and their families. Furthermore, her clients value this type of simplicity on their end.

7. David A. Arietta Law Offices

700 Ygnacio Valley Rd STE 150, Walnut Creek, CA 94596

About: Since 1999, the Law Offices of David A. Arietta has offered comprehensive legal counsel in the areas of bankruptcy, estate planning, probate, and trust administration to both individuals and companies.

David safeguards his customers’ investments, as well as their families and businesses.

Their primary office is in downtown Walnut Creek, and they service clients all around the San Francisco Bay Area and Northern California.

Practice Areas: Estate Planning, Bankruptcy Laws, Probate Law

What Makes Him Different: David has been qualified as a specialist in bankruptcy law and estate planning, trust, and probate law by the California Board of Legal Specialization of the State Bar of California.

David is the only attorney in California who holds certifications in two fields.

With a background in finance, tax, accounting, and litigation, David provides a plethora of expertise to his clients. He is capable of addressing their specific legal issues and providing personalized, effective legal answers. Every client is given his undivided attention.

8.Law Offices of Elliott Abrams

Bd 2 Suite #270, 2815 Mitchell Dr., Walnut Creek, CA 94598

About: The Law Offices of Elliott Abrams have been providing quality legal advice to people and companies in Walnut Creek and the surrounding regions for more than 40 years. They are empathetic, sensitive, and responsive to their clients’ requirements.

When you contact Elliott Abrams, he will personally handle every aspect of your legal matter; you will not be shuffled off to a paralegal or associate.

Practice Areas: Estate Planning, Probate, General Business

What Makes Him Different: Elliott has been a practicing attorney since 1980, specializing in Estate Planning, Probate, Trusts, and General Business Law. He gives talks on these topics to other lawyers, trade organizations, and the general public on a regular basis. He attends continuing education classes on a regular basis to keep his skills sharp and his information current.

He is fair and honest, and he prioritizes the needs of his customers before his own. His billing is basic and transparent. The majority of cases are handled on a flat fee basis, which customers will be aware of prior to any work being done.

9. M.S. Domingo Law Group, P.C.

1501 N Broadway STE 260, Walnut Creek, CA 94596

About: Mika Domingo is a seasoned trust and estate attorney who enjoys assisting people. She has appeared in state, appellate, and federal courts as a former Deputy Attorney General for the United States Department of Justice.

She has witnessed firsthand the financial and emotional harm that may befall families when end-of-life wishes are unclear, estate conflicts arise, and an estate is placed in probate.

Practice Areas: Estate Planning, Probate and Trust Litigation, Probate, Trust Administration

What Makes Her Different: Mika’s approach combines a rare mixture of customized, compassionate service and legal proficiency. Mika was named a Super Lawyer Rising Star for the years 2018-2021, an award awarded to the top 2.5 percent of attorneys.

She also has a “Superb” rating on Avvo (a perfect 10 out of 10). You won’t find another legal office that offers the same level of individual attention and Estate planning expertise as M.S. Domingo Law Group, P.C.

10. Law Offices of Daniel L. DuRee

1535 N Main St STE 240, Walnut Creek, CA 94596

About: They’ve been assisting people in Northern California with wills, trusts, avoiding probate, and more since 2014. Their Walnut Creek estate planning lawyer may also assist you. Their experts can expertly guide clients through each stage of the legal process, defending their rights and assisting them in making well-informed decisions for the future.

Attorney Dan DuRee has what it takes to handle a client’s case, having been nominated to Rising Stars®. Their organization has the competence and knowledge to assist handle any case, no matter how difficult.

Practice Areas: Estate Planning, Probate, Trusts, Probate, Business Law, Real Estate

What Makes Them Different: The Law Offices of Daniel L. DuRee is a small law company that focuses on a few cases at a time. This essentially implies that they may devote 100% of their resources and time to each of their clients.

Other, larger businesses are frequently unable to give their clients the attention they need, instead of delegating cases to inexperienced and incompetent paralegals or legal assistants. When customers choose Attorney Dan DuRee, they get access to a competent team of legal specialists who are all dedicated to assisting them in achieving their objectives.

They recognize the importance of these concerns to their consumers and make themselves as available as feasible to them.

Their lawyer can even meet with clients wherever it is most convenient for them—at home, in the hospital, or elsewhere. They also have same-day and weekend appointments available.

Are You Looking for a Probate Attorney You Can Trust?

A probate attorney handles the process of estate administration after a person’s passing. Identifying estate assets and beneficiaries for asset distribution and inheritances can be a daunting task, and you may still have some remaining questions. The Law Offices of Joel A Harris are more than prepared to provide you with legal counsel pertaining to probate and any other legal questions you may have. The Law Offices of Joel A Harris, located in Concord, Walnut Creek, and Antioch are available to help you to the best of their abilities. Joel Harris is an attorney with more than 30 years of experience and is extremely familiar with the probate process. If you are not sure how to begin, or you just want some help navigating the ins and outs of the probate process, feel free to visit us online, in person or call us by phone at (925) 757-4605.

Top 11 Best CPAs Near Walnut Creek, California

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

We know finding the best CPA near Walnut Creek can be a difficult and daunting ordeal, so we put together this detailed list of the best of the best Certified Public Accountants firms near Walnut Creek, California so you can make your choice wisely. Each Tax Professional strives to give their clients the best tax advice and planning they’ve always desired so you should be sure to check them out on your next visit to Walnut Creek! If you know another CPA that should also be included in our list – or one that should be removed – please let us know!

1. Joel S. Smith & Associates, Certified Public Accountant

1261 Locust Street #79, Walnut Creek, Ca 94596

About: Joel S. Smith & Associates has been offering tax and accounting services to companies and small businesses throughout the SF Bay Area and beyond for over 20 years. If you are looking for an outsourced CFO for your company or startup, look no further than the professionals at JSS CPA. His credentials include:

  • BS in Accounting and Finance, UC Berkeley,
  • Masters in Taxation, Golden Gate University,
  • Certified Public Accountant (CPA), and
  • Certified Management Accountant (CMA).

Services: Accounting Services, Outsourced Solutions, Essential Tax Services. Joel has helped clients with their tax planning and compliance issues throughout his career for all forms of business entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants, Tax Exempt Entities, and many others. Joel is an active member of the Institute of Management Accountants having served as past president of the San Francisco Chapter and is currently a member of the Board of the Amador Valley Chapter. He is also a member of Business Networking International.

2. Robert Abbott Tax Services

841 Arnold Dr # C, Martinez, CA 94553


About: Robert E. “Bob” Abbott created Robert Abbott Tax Services in 1955. Rebecca Hayes (in 1990) and Oscar Antonio joined the quickly expanding Martinez, California, practice (in 2005). Oscar took over the practice in 2009 after Bob and Rebecca passed away.

They are a long-standing full-service tax planning company in Martinez, California, and 2019 Best of Martinez Award winner for Tax Preparation Service.

Services: Person, company, estate, and trust income tax preparation and resolution; revised returns; tax planning and estimates; tax withholding recommendations; audit representation; and forming installment arrangements with the IRS and state are only a few of the services available.

3. Moskowitz LLP

1700 Broadway Fl 4 Oakland, CA 94612

About: Moskowitz LLP takes a collaborative approach to address their clients’ company and personal needs. Attorneys, accountants, registered officers, paralegals, bookkeepers, and other practitioners make up their business. Engineers, private detectives, appraisers, and fiduciaries are among the professionals they work with. If they are unable to assist you with your business dilemma, they are likely to have a partner who does.

Services: The list of their services includes tax issues, pre-litigation tax matters, tax litigation, overseas tax planning, tax return, and tax judgment preparation, collections representation, real estate tax matters, bitcoin business and taxes, hemp business and taxation, property tax disputes, and criminal defense.

4. Argus CPA

3075 Citrus Cir Ste 175 Walnut Creek, CA 94598

About: Argus CPA deals in both client and corporation tax planning. They also have bookkeeping and a variety of other services including <.p>

  • Tax planning for individuals and businesses
  • Bookkeeping services (including financial statement planning, account clean-up/reconciliation, capital asset/depreciation estimate, budgeting and estimating, and so on.)
  • Setup and/or instruction for QuickBooks

Their whole staff is dedicated to delivering excellent support. Many of their clients’ financial and bookkeeping needs are met and their clients speak highly of their services.

5. Stonebridge Counsel

1990 N California Blvd Ste 830 Walnut Creek, CA 94596

About: Sandeep Singh, a tax solicitor, found there was a special need for his expertise after defending the IRS in hundreds of court cases. He created StoneBridge Counsel in order to bring his skills and expertise to work for taxpayers in IRS investigations, enforced taxes, and other conflicts with state and local taxing authorities. He is passionate about assisting people with tax issues and represents a wide range of taxpayers in the San Francisco area.

Services: Tax Litigation and Representation, Criminal Tax Defense, Audit Representation, FBAR Tax Problems, Back Taxes, Cryptocurrency Tax Problems.

6. Capital Tax

150 N Wiget Ln Walnut Creek, CA 94598

About: Be free of the pressure of being overburdened. Although accurate tax reporting is necessary, proper tax planning is the secret to lowering your annual tax bill. Capital Tax’s planning strategy is their key differentiator since it goes beyond and above industry expectations. As a result, clients have more money to spend and expand their businesses.

Services: Individual Taxes, Business Tax Planning, Estate, and Trust Tax Planning

7. Morello Accounting Group

1250-I, Newell Ave #131, Walnut Creek, CA 94596

About: Morello Accounting Group Inc. has been in business for over a decade! Their specialty is Quickbooks accounting software. About 67 years of cumulative accounting and bookkeeping expertise, and 49 years of Quickbooks accounting program experience. They are true experts in their profession, with enough technological device expertise to serve a wide range of industries.

They enjoy assisting their customers in using technologies to improve efficiencies, reduce time and costs, and maximize earnings.

Services: Morello Accounting Group will assist clients in personal and company financial accounting. They specialize in QuickBooks accounting applications and are a pioneer in offering Walnut Creek, CA accounting solutions, delivering sound accounting advisory services and guidance.

8. Harmon Burstyn, CPA for Nonprofits

1012 Hacienda Dr, Walnut Creek, CA 94598

About: Harmon Burstyn has been a Certified Public Accountant representing charities in the San Francisco Bay Area for over 30 years. Auditing for Deloitte, becoming a corporate consultant for Beach Blanket Babylon, directing a comedy club, tax and accounting for not-for-profits, and hiring and staffing for finance and accounting experts are only a few of his many accomplishments.

Fine and creative arts, entertainment, cultural and environmental programs, family counseling and sports, bioscience, healthcare and medical advancement, athletics, executive advancement, technical groups, and faith & spiritual services are among Harmon’s SF Bay Area nonprofit clients.

9.Cartwright Partners

1655 N Main St Suite 350, Walnut Creek, CA 94596

About: Cartwright Partners, LLC recognizes the depth of expertise and level of focus needed to handle the financial challenges that businesses will face. They have a wide variety of personalized, reliable accounting services as a trusted Northern California accounting company.

They’re ready to work with customers to ensure efficiency, from day-to-day bookkeeping to making educated choices on recruiting additional staff or engaging in a large buy. They will also provide investors with proactive tax preparation so that their tax burdens are minimized and their gains are maximized.

10. Hawkes Hastings & Aaron Accountancy

2700 Ygnacio Valley Rd Ste 140 Walnut Creek, CA 94598

About: Hawkes Hastings & Aaron was founded in the mid-1970s by a visionary who saw a need for high-quality technical services with a personal touch. They’ve worked hard over the years to keep that outlook. They trust in the importance of interpersonal connections. They treat any client relationship as though it were a friendship, and they sincerely feel that their success is dependent on the success of their clients.

They are dedicated to supplying their customers with an intimate, personal focus. They take pride in assuring customers that the personal assistance they receive is based on years of professional study, technological expertise, and financial knowledge.

Their dedication to success is shown by their ongoing investment in time and money in advanced continuing education, cutting-edge computing technologies, and deep corporate partnerships.

Services: Tax Services, IRS Representation, Accounting Services, Bookkeeping/Write-Up, Consulting Services, Estate Planning

11. Henrickson & Lupori

1900 Olympic Blvd, Walnut Creek, CA 94596

About: After more than 30 years as an IRS Special Enforcement Agent, Tom Lupori left the government in 1995 to join Ron Henrickson, a friend, and former IRS Special Agent, in forming Henrickson & Lupori, a company that represented taxpayers in the San Francisco Bay Area.

For more than a decade, Henrickson & Lupori has fought for the interests of taxpayers—entrepreneurs, small business owners, and professionals—against the context of increasingly complicated tax laws and to satisfy taxpayers’ ever-changing needs.

Services: Tax Preparation, Audit Representation, Incorporate Businesses, Financial Statements

Are You Looking For an Estate Planning Attorney You Can Trust?

Planning for your retirement can be a daunting task, and you may still have some remaining questions. The Law Offices of Joel A Harris are more than prepared to provide you with legal counsel pertaining to your planning, execution, or, and any other legal concerns or questions you may have. The Law Offices of Joel A Harris , located in Concord , Walnut Creek, and Antioch are available to help you to the best of their abilities. Joel Harris is an attorney with 30 years of experience and is extremely familiar with this process. If you are not sure how to begin, or you just want some help navigating the ins and outs of protecting your retirement and estate, feel free to visit us online , in person or call us by phone at (925) 757-4605.

Top 10 Funeral Services Near Walnut Creek, California

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

We know finding the best Funeral Services Near Walnut Creek, California can be difficult, so we put together this detailed list of the best and most compassionate Funeral Services Near Walnut Creek, California so you can make your choice wisely. Each Funeral Service strives to give their clients the care and respect during the most stressful time in a family’s life. If you know another funeral service provider that should also be included in our list – or one that should be removed – please let us know!

1. Pacific Interment Mortuary & Crematorium

1094 Yerba Buena Ave Emeryville, CA 94608

Pacific Interment has been serving the San Francisco Bay Area for over 30 years as a family-owned mortuary and crematory. They are confident in their ability to provide outstanding service to their customers. Their team has decades of experience creating personalized plans to meet any need. Their trained team is well-versed in the funeral standards of various societies, ensuring that each client’s needs are fulfilled. The key goal of Pacific Interment is to bring a user-friendly approach to funeral services. Their aim is to de-mystify the mortuary pricing system, debunk traditional myths regarding death care, and provide accessible facilities. Unlike “non-traditional funeral clubs,” they do not charge membership fees. Their pricing policy is straightforward; fees are fair, explicitly explained, and all operation costs are reported up front. Their organization is founded on the values of fairness, dignity, and peace of mind. They distinguish themselves in yet another way as one of the few funeral homes in the Bay Area with an onsite crematory.

Services: Direct Cremation, Witnessed Cremation, Embalming, Direct Burials, Domestic Shipping, International Shipping

2. Sunset View Cemetery and Mortuary

101 Colusa Ave El Cerrito, CA 94530

Sunset View Cemetery & Mortuary, which began as a small country cemetery in the Berkeley Hills in April of 1908, has been a part of the Bay Area landscape ever since. Aaron Stiles Blake was a founding member of Sunset View and served as the company’s Chairman of the Board for more than 50 years. Berkeley National Bank’s President, George P. Baxter, joined the company in 1918. When William Baxter, Sr. joined his father in the company in 1919, Sunset View resembled a family-run business in several respects. In 1950, Walter Baxter, Jr. moved here with his family and served as President until his retirement in 1991. Michael J. Klinger, who started his career at Sunset View while still a student at mortuary college in 1973, took over as President and served until 2015. Sunset View has been led by Scott Pennington since 2015. For decades, inhabitants of the neighborhood have selected them as their final resting place for a number of reasons. Perhaps it’s because of the stunning views of the San Francisco Bay and the Golden Gate Bridge. Perhaps it’s their attention to keeping their grounds in immaculate shape. They agree, though, that treating anyone who walks through their doors as though they were a part of their family makes all the difference.

Services: Funerals, Burials, Cremation, Pre-Planning, Veterans, Personalization.

 
 
 
 
 
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3. Hull’s Walnut Creek Chapel

1139 Saranap Ave Walnut Creek, CA 94595

For four generations, the Hull family has provided cremation, funeral, entombment, and out-of-state shipping services. Their mortuary was the first in California to have a crematory installed in 1954. They are now the only crematory in Walnut Creek, considering the fact that they have been in operation for over 50 years. Regardless of your preferences, Hull’s Walnut Creek Chapel will assist you in making the appropriate arrangements. They are everything a mortuary should be: professional and competent, but still creative and forward-thinking. They are proud of their medical and religious reputations in the region. Their partnership with the best state funeral directors association in the country, the California Funeral Directors Association, as well as their membership in the world’s most well-known cremation organisation, the Cremation Association of North America, brings them up to date on the most recent rules, laws, and facts.

Services: Funeral Services, Life Tribute Videos, Honoring Veterans, Final Interment.

 
 
 
 
 
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4. Oak Park Hills Chapel

3111 N Main St Walnut Creek, CA 94597

For the past 53 years, the Magleby family has owned and managed the company. Enable them to assist you because they realize that death is painful for those who are still alive, and it is their mission to make this difficult moment better for their clients by offering a wide range of resources. Enable them to support you in your time of need and loss, as they understand the sadness that clients encounter when a loved one passes away and do their best to provide them with loving, supportive funeral services. Their team at Oak Park Hills Chapel would like to be of assistance to you through this difficult period. They make every effort to have compassionate and respectful funeral services. They have full funeral arrangements, including interment, entombment, cremation, cemetery services, and pre-planning. They recognize that you have multiple options and aim to provide you with personalized, loving service. They’ll be there for you no matter what.

5. Tradition Care Funeral Services – Antioch

300 H St, Antioch, CA 94509

Eric Neiman founded TraditionCare in 1998 as a solution to the rising costs of funerals, burials, and cremations in the San Francisco Bay area. Eric’s concept, based in Contra Costa County, was to reduce the conventional costs of opening, running, and operating a funeral home by combining many smaller facilities to deliver the same services at a lower cost without sacrificing efficiency. For almost two decades, he and his partner, Allison, as well as their relatives and loving workers, have assisted thousands of families in doing exactly that. Their loving and compassionate team is here to help bereaved families through this tough time. They take pride in doing everything possible to fulfill their needs.

Services: Pre-Planning, Cremation, Shipping to Mexico/International Shipping, Funeral Services, Burial Services, Cremation Services, Grief Resources, Obituaries & Tributes

6. Sinai Memorial Chapel Chevra Kadisha – Lafayette

3415 Mt Diablo Blvd Lafayette, CA 94549

Sinai Memorial Chapel is Northern California’s first Jewish funeral home. They were founded in 1901 to offer end-of-life care to the Jewish community, independent of a family’s financial means. They represent people from all walks of life. They have a knowledgeable staff available to assist you 24 hours a day, 7 days a week. They act as a guide for clients who want to apply Jewish culture in ways that work for them and represent their personal preferences. They are available to assist you with understanding the options for advance preparation, burial, cremation, funerals, memorial services, remembrance rites, gravesite naming, graveyard options, and grief counseling.

Services: Jewish Funeral, Funeral and Memorial Services, Mourner Support, Pre-Planning

7. Ouimet Bros. Concord Funeral Chapel

4125 Clayton Rd Concord, CA 94521

Ouimet Bros. Concord Funeral Chapel tries to provide you with a home—a warm and welcoming place to assemble in memory and appreciation of lives well lived. Their professional team is devoted to this mission and excited about making your time with them as fun and encouraging as possible. They have decades of experience caring for families from all walks of life and from all ethnic backgrounds. They vow to serve you and your loved ones as if they were relatives, and to deliver services that satisfy all of your needs while fulfilling your standards. Their Pre-Planning Services make it simple for customers to put their expressed desires in writing, guaranteeing that they have the memorial service they want and that their relatives and loved ones will be rest assured knowing that their wishes will be followed. They host Burial Services that share both the solemnity of the day as well as the pleasure of honoring the memory of a loved one. Ouimet Bros. is able to take care of every detail of the service, and they welcome their customers to spend as long as they can, thoroughly savoring a rare and intimate time with friends and family.

Services: Pre-Planning, Honor a Veteran, Cremation Services, Burial Services

 
 
 
 
 
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8. Wilson & Kratzer of San Ramon Valley

825 Hartz Way Danville, CA 94526

Wilson & Kratzer has worked with families from many walks of life, backgrounds, and religions for many years. Their outstanding staff and families offer fun, compassionate, and competent support. Each family chooses them because they are industry leaders who are committed to delivering exemplary service, adhering to the highest funeral industry requirements, and having exceptional honesty. They regularly receive high customer loyalty scores in surveys.

Services: Pre-Planning, Honoring a Veteran, Cremation Services, Burial Services

9. Graham-Hitch Cremation and Memorial Center

125 Railroad Ave Ste D Danville, CA 94526

Graham-Hitch Cremation and Memory Center in Danville provides custom memorial and funeral arrangements that celebrate a remarkable life’s gifts and accomplishments. Graham-Hitch Funeral Home in Danville is a professionally licensed funeral home that provides facilities close to those provided by conventional funeral homes. However, their current model is less formal and delivers a greater variety of programs, which are often more cost-effective for households. If the needs are basic or complicated, they are devoted to offering excellent support and a wide range of options at an affordable price.

Services: Veteran Services, Burial Services, Cremation Services

10. Diablo Valley Cremation & Funeral Services

2644 Appian Way Ste 204 Pinole, CA 94564

Diablo Valley Cremation & Funeral Services was established in 2014 to fill a gap in the market. A preference for a cost-effective cremation and funeral service that would not overcharge for outstanding customer service, professionalism, or the privacy and reverence of a loved one. Their aim is to assist and direct clients through tough times. Their mission is to have unforgettable moments for their customers. Celebrations of the life of their loved one and the time they spend together. Those who talk of their achievements are those who have experienced it. Their customers’ reactions to their services are real. They’ve worked with families from all walks of life for many years. Each family comes to them because they know they are industry professionals who are committed to providing exceptional service and have the highest level of honesty.

Packages they offer: Direct Cremation, ID Viewing Cremation, ID Viewing Witness Cremation, Cremation with Scattering at Sea

Are You Looking For an Estate Planning Attorney You Can Trust?

Planning for your retirement can be a daunting task, and you may still have some remaining questions. The Law Offices of Joel A Harris are more than prepared to provide you with legal counsel pertaining to your planning, execution, or, and any other legal concerns or questions you may have. The Law Offices of Joel A Harris, located in Concord, Walnut Creek, and Antioch are available to help you to the best of their abilities. Joel Harris is an attorney with 30 years of experience and is extremely familiar with this process. If you are not sure how to begin, or you just want some help navigating the ins and outs of protecting your retirement and estate, feel free to visit us online, in person or call us by phone at (925) 757-4605.

Top 10 Best Probate Attorneys in Walnut Creek

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

Top 10 Best Probate Attorneys in Walnut Creek

We know finding the Best Probate Attorney in Walnut Creek, California can be difficult, so we put together this detailed list of the best of the best so you can make your decision wisely. This list of amazing locations is ever-changing and expanding, so please check back often. If you find another Probate law firm that should be listed here – or one that should be removed – please let us know!

1. Law Offices of Joel Harris, 511 W 3rd St, Antioch, CA 94509

About: Since 1993 Joel Harris has been the leading probate attorney, in Walnut Creek, Antioch, and Clayton.  With clients from all over Northern California and beyond, Joel’s status as an estate planning lawyer who is on the side of his clients is well-established. People often ask Joel if Probate is only an issue if you have a large estate? In California, a probate court is required to transfer assets if your estate includes real property, or non-real property assets exceeding $150,000. Probate does NOT affect assets in a Living Trust, or those with proper beneficiary designations. If you own a home in California, you should use a Living Trust if you care about your heirs. If you have beneficiaries designated on any assets, be sure to be extremely careful about naming the correct beneficiaries! For example, young or disabled children make poor beneficiaries, but a Living Trust set up for them makes a perfect beneficiary.

Practice Areas: Estate Planning, Living Trust, Wills, Power of Attorney, Probate, Family Business Evaluation, Planning, and Management.

What Makes Him Different: With 30 years of experience specializing in estate planning and estate administration, Joel is both a State Bar Certified Specialist in Estate Planning, Trust & Probate Law and a perennial California Super Lawyer; recognized by an independent firm as one of the top 5 percent in its field of competence and service.

2. Law Office of Joan Grimes,191 Sand Creek Rd #220, Brentwood, CA 94513, United States

About: From the initial consultation to the completion of the estate planning process, the Law Office of Joan Grimes takes pride in offering comprehensive assistance. Many estate planning lawyers draft wills and then demand that their clients finance their trusts themselves (i.e. require their clients to personally change the title of all of their assets to fund the trust). This can be daunting and burdensome for those who are new to the estate planning process. The team, on the other hand, will handle the whole funding process for you. They will walk you through the whole process so that when your estate plan is done, you can rest easy knowing that all of your “i” has been dotted and every “t” has been crossed

Practice Areas: Estate Planning and Bankruptcy

What Makes Him Different: The Law Office of Joan Grimes wants you to leave with not just a plan, but a plan that you fully understand.

3. Law Office Of Edward Younger, 420 Beatrice Ct g1, Brentwood, CA 94513, United States

About: People sometimes put off dealing with legal issues until it is too late. There are controversy and needless cost at that point. The Law Office Of Edward Younger enjoys challenging the status quo. He claims that his clients value having affordable access to competent legal counsel. Whether it’s estate planning, business law, or landlord representation, he tries to do as much of his work as possible at a flat rate, so clients know exactly what they’re paying for

Practice Areas: Estate Planning, Business Law, and Landlord law

What Makes Him Different: The Law Office Of Edward Younger’s mission is to provide compassionate, honest, and valuable legal services. He claims that the safest way to work is to avoid legal disputes by planning ahead of time.

4. T.S. Wrobel Law Group, 870 Market St #645, San Francisco, CA 94102, United States

About: T. S. Wrobel Law Group was founded in 1997 to assist individuals, small to mid-sized enterprises, and charitable organizations with their legal needs. Their goal is to protect and enforce their clients’ rights by providing competent, timely, and cost-effective legal services.

Practice Areas: Estate Planning, Probate & Trust Administration and Business Services & Counseling

What Makes Him Different: T.S. Wrobel Law Group aspires to provide nothing less than exceptional service, the kind where you know the benefit of working with them outweighs the cost.

5. Law Offices of Kathleen Siemont, 701 Southampton Rd #211, Benicia, CA 94510, United States

About: The Law Offices of Kathleen Siemont was established in the year 2019. Kathleen Siemont, who focuses on Social Security, Workers Compensation, and Elder Law, opened her own office in 2019. Since recognizing the need for legal advice for older women, she added individual legal therapy.

Practice Areas: Estate Planning, Last Will & Testament, Trust Planning, Preparation & Administration, Workers Compensation Legal Services and Social Security Legal Services

What Makes Him Different: The Law Offices of Kathleen Siemont role is not to judge or criticize you, but to assist you in finding solutions. Correctly identifying the issue is half the fight. Kathleen Siemont’s expertise is in coming up with innovative options that do not include going to court or lengthy litigation.

6. Mendes Weed, LLP, 1990 N California Blvd #1020, Walnut Creek, CA 94596, United States

About: Mendes Weed, LLP was established in 2013. In 2017, Christina Weed and Lisa J. Mendes merged their law firms in order to better serve their clients’ needs.

Practice Areas: Family Law, Restraining Orders, Elder Law, Professional Malpractice, Tax Law, Wills, Trusts, and Estates, Business Law and Civil Litigation

What Makes Him Different: Mendes Weed, LLP supports clients in ensuring a solid and safe future through legal and emotional assistance, guided by a mutual desire to benefit people, families, and businesses. Mendes Weed, LLP was founded to provide a boutique law firm experience to their clients. Lisa and Christina have almost two decades of combined experience.

7. The Law Offices of Stefanie West, 165 Lennon Ln #101, Walnut Creek, CA 94598, United States

About: Stefanie’s current area of expertise is estate planning, which includes Wills, Trusts, Probate, and Medi-Cal planning. She helps clients who do not have long-term care insurance yet need skilled nursing care to qualify for Medi-Cal.

Stefanie was the Chair of the Senior Services Commission for the City of Lafayette. She served as Chair to combat elder abuse and fraud, as well as to provide services to seniors in her neighborhood. She was also a member of the Contra Costa County Aging Advisory Council.

Practice Areas: Estate Planning, including Wills, Trusts, Probate and Medi-Cal planning

What Makes Him Different: According to Stefanie West’s personal knowledge, very few lawyers make home visits on a regular basis. She based her practice on home visits after that. She works two days a week in the office and three days a week visiting clients in their homes.

8. Law Office of Roger E. Fonseca, 1990 N California Blvd 8th floor, Walnut Creek, CA 94596, United States

About: The Law Office of Roger E. Fonseca represents a diverse range of clients and places high importance on each partnership. The team takes pride in retaining the feel of a solo practice by showing gratitude, reverence, and compassion to each client.

Practice Areas: Estate Planning, Probate & Trust and Disability Rights & More

What Makes Him Different: Each client and legal situation is distinct. One-size-fits-all solutions seldom work and often do more damage than good.

The Law Office of Roger E. Fonseca devotes time and effort to carefully researching your situation in order to provide the most innovative and practical solutions. Assuring that you have the best possible resolution for your requirements.

9. Family Trust Law Center, 1615 Bonanza St UNIT 209, Walnut Creek, CA 94596, United States

About: The Family Trust Law Center is dedicated to offering customized, considerate, and competent legal services to their clients. They are experts in the fields of estate planning and administration. Their mission is to provide peace of mind to their clients by completing excellent estate planning and serving as trusted advisors when loved ones pass away. They work hard to inform their clients of their options and decisions, as well as to settle legal problems as quickly and compassionately as possible.

Practice Areas: Estate Planning, Trust Administration, Special Needs Planning, IRA Trust Planning, and Probate

What Makes Him Different: Family Trust Law Center attorney’s main goal is to be considered as long-term estate advisors.

10. Law Offices of David A. Arietta, 700 Ygnacio Valley Rd STE 150, Walnut Creek, CA 94596, United States

About: Since 1999, the Law Offices of David A. Arietta has offered extensive legal services in the fields of bankruptcy, estate planning, probate, and trust administration to both individuals and companies. David’s team will safeguard your property, family, and company.

Practice Areas: Bankruptcy, Estate Planning, Probate, and Trust Administration

What Makes Him Different: Martindale Hubbell has given The Law Offices of David A. Arietta an AV Preeminent rating, indicating that his colleagues consider him to be at the highest level of professional excellence.

Are You Looking for a Probate Attorney You Can Trust in Walnut Creek, California?

Probate is a court procedure to administer and distribute an estate after one’s passing. If you have assets that are not in a Living Trust or have proper beneficiary designations, these assets will likely be subject to probate court administration after your death. This can be a very expensive and time-consuming procedure, especially when you compare probate costs to the must smaller cost of a good estate plan. The Law Offices of Joel A Harris are more than prepared to provide you with legal counsel pertaining to your retirement, establishing a trust to protect your legacy and your assets, and any other legal questions you may have. Joel Harris is an attorney with 30 years of experience and is extremely familiar with this process. If you are not sure how to begin feel free to visit us online or call us by phone at (925) 757-4605. 

Law Offices of Joel A. Harris 1261 Locust St Number 170 Walnut Creek, CA 94596 (925) 757-4605

Lafayette California Park Safety Tips

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

Lafayette Ca Park Safety Tips

Community Warning System

It is necessary for residents of Lafayette to sign up for the Community Alert System of the Contra Costa County Sheriff’s Community Warning Services (CWS). Registering with CWS ensures that wildfires and other disasters impacting Lafayette are promptly reported to you.

Lafayette’s Community Information & Emergency Radio Station AM 1670
The City of Lafayette operates a community information and emergency radio station licensed by the FCC that broadcasts 24/7 in the AM broadcast band throughout the region at 1670 kHz. The station is built to provide news and information about the City of Lafayette that people can listen to at any time. The radio station will broadcast vital information, such as evacuation orders, during emergencies, such as power outages, wildfires, and other disasters. Lafayette’s radio station can provide you with vital information through a battery-powered or car AM radio if the power is out and the internet or cell phone service is down.

Be Prepared!

Make a disaster less likely:

  • Fire-safe your home by properly storing flammable supplies, keeping your landscaping in defensible space, and keeping exits clear.
  • By securing the water heater, heavy furniture, bookshelves, etc., your home is earthquake-ready. Where possible, do structural upgrades.

Make a family disaster plan:

  • Discuss what events are most likely to occur with your families, e.g.: earthquakes, fires of structure and plants, mudslides, blocked roads, power outages, etc.
    Practice DUCK, COVER, AND HOLD and know the safest part of each room.
  • Learn the SHELTER IN PLACE rules Come inside, close the windows and the doors. Turn the ventilation off. For directions, listen to the radio (KCBS 740).
  • Discuss alternate evacuation routes.
    Plan two meeting places, one inside and one outside your neighborhood.
  • Designate an out-of-state family contact and send the number to all members of the family.

Prepare a Disaster Supply Kit sufficient for 3 days:

  • Water-3 gallons per family member
  • Work gloves, pry bar
  • Manual can opener
  • Non-perishable canned and packaged food
  • Change of clothing, rain gear, sturdy shoes
  • Blankets or sleeping bags
  • First aid kit, prescription medications, eyeglasses
  • Special criteria, such as baby supplies, pet food,
  • Radio with battery capacity, flashlights, and plenty of new batteries

NEIGHBORHOOD WATCH

One of the most successful ways available to address problems within the community is the Neighborhood Watch, Community Service and Problem-Solving Program. Your block will eradicate violence from your neighborhood by coordinated problem-solving operations and tackle any community concerns that affect residents.

The program of Neighborhood Watch depends on the best instrument ever invented-a good neighbor. Fortunately, everywhere, good neighbors are found. Neighborhood Watch isn’t the job of the guard. It focuses on community concerns, developing community action groups, getting to know the neighbors, and seeking solutions to problems in the neighborhood. Some resolutions include being conscious of suspicious behavior and knowing what to do about it, and protecting your property efficiently, and establishing a contact network for the community.

  • Neighborhood Watch is a collaboration between the police and the community and an interactive process by which residents can learn to address neighborhood problems.

It involves:

  • Neighbors learn to know one another and work together in a mutual assistance program.
  • People are being trained in their communities to detect and report suspicious activity.
  • Implementation of strategies for crime prevention, such as home protection, detection of operations, etc.

It’s classified as NEIGHBORHOOD WATCH, Home Warning, Citizen Crime Watch, or Block Watch. The principle is that the same neighbors look out for each other.

This amazing park is just one of the many must-see sights you don’t want to miss in Lafayette, California:

  • Lafayette Community Park
  • Lafayette Reservoir Recreation
  • Brook Street Park
  • Larkey Park
  • Acalanes Ridge
  • Dinosaur Hill Park
  • Bear Creek Staging Area
  • Lafayette Rink

All of these wonderful parks are located just a short distance from our location located at 1261 Locust St Number 170 in Walnut Creek! Stop by for a visit anytime!

Law Offices of Joel A. Harris 1261 Locust St Number 170 Walnut Creek, CA 94596 (925) 757-4605

Shopping Gems in Walnut Creek, California

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

Shopping Gems in Walnut Creek, California

With names like Neiman Marcus and a newly revamped shopping plaza — complete with fire pits and lounge areas where you can drink your gourmet coffee — Walnut Creek is now the busiest shopping center in East Bay; now it’s a destination worth traveling past the Caldecott Tunnel.

The first of its kind, this Anthro lover’s dream destination is filled with all the amazing things: custom furniture for your dream home, Art Deco-style melamine plates to liven up your take-out, limited edition clothing lines that you won’t find on Shopbop, body oils that will make you greet the day with a fresh smile, beautiful wedding dresses, and succulent terrariums for your indoor gardens. Lose yourself walking around the staged rooms and dress galleries, and don’t leave without vomiting up your wardrobe for Saturday brunch with your gal pals. This shop is located at 1149 South Main Street, Walnut Creek.

Top-of-the-line designers (think Givenchy and Alexander Wang) and lesser-known brands (Acne, Avant Toi) can be found on the racks at Jinny, a seasonal boutique run by a former fashion journalist. You will find hot new trends in clothing (bike jackets paired with floral skirts), accessories (jumbo scarves) and shoes (studded boots) along with limited edition and vintage clothing to please the fashion blogger searching for something completely special. Snag a pair of trendy Aquazzura pumps for a seasonal swanky dinner. Visit this store at 1575 Botelho Road, Walnut Creek.

What started out as an online shopping experience is now a brick-and – mortar boutique where shopping feels like walking through your best friend ‘s closet — you know, the one that has all the best clothes you can’t wait to borrow. And their options are continually updated with the season and trends, so your looks will be on the spot no matter what. For those cold Bay nights when you need a little extra to cover up, get a velvet kimono that’s as comfortable as your favorite blanket at home. 

Who doesn’t love high-fashion clothes for a fraction of what it would cost to a luxury department store? Join Zara, a major player in the world of fashion and a recent transplant to the Walnut Creek shopping scene. Find clothes that are regularly updated to keep the brand trendy and up-to – date, but act quickly because the stock is constantly turning over.

All the good weekend outfits start with a terrific pair of jeans, and that’s what you’ll get when you shop at Madewell. Their jeans have the perfect stretch to keep you relaxed all day. Stick up a few pairs as you shop for their tomboy-inspired looks, such as soft pre-washed tees, touch-of-lace blouses, and drape shirts that fit your favorite chinos.

Are you planning your summer holidays in Bermuda (one of the best travel and leisure spots to travel with its luxury resorts and white sandy beaches)? Be sure to touch all but water for all your swimwear needs. Specializing in what’s-hot-right-now swimsuits and beachwear, this shop has you covered with asymmetrical one piece (from $134) or halter bikini separates (from $59) and Brazilian or athletic fit bottoms (from $49). Plus, shop for a wide variety of cover-ups, including jumpsuits and rompers for those warm nights spent in the sand with your toes.

All these shops and more are waiting for you in Walnut Creek, California. So what are you waiting for? Come and visit this wonderful place.

These amazing shopping destinations are just few of the many must-see sights you don’t want to miss in Walnut Creek, California:

  • Broadway Plaza
  • The Orchards At Walnut Creek
  • Plaza Escuela
  • Countrywood Shopping Center
  • Ygnacio Plaza
  • Palos Verdes Mall
  • Olympia Place
  • Encina Grande
  • Palm Court

All of these wonderful attractions are located just a short distance from our location located at 1261 Locust St Number 170 in Walnut Creek! Stop by for a visit anytime!

Law Offices of Joel A. Harris 1261 Locust St Number 170 Walnut Creek, CA 94596 (925) 757-4605

Top 10 Fun Things to Do in Walnut Creek

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

Nestled in the shadow of Mt. Diablo, Walnut Creek is the leading cultural and commercial center of Contra Costa. With miles of hiking trails and scenic views, the city is a paradise for nature lovers and a cultural center. Walnut Creek visitors can enjoy galleries, theaters and culinary delights.

Here’s the top ten things to see and do in Walnut Creek.

  • Ruth Bancroft Garden

Step into the garden of Ruth Bancroft and enjoy a pleasant afternoon surrounded by local flora and fauna. This dry garden features a dry-tolerant style that is as lovely as it is eco-friendly. The garden has a large collection of succulents and cacti. There is also a nursery on site that sells a range of plants and provides gardening workshops, in case you get inspired to start your own eco-friendly garden.

  • The Lindsay Wildlife Experience

The Lindsay Wildlife Experience is one of the oldest wildlife rehabilitation centers in the United States, which was originally established in 1955 as the Diablo Junior Museum by Alexander Lindsay and began wildlife rehabilitation operations in 1970. Since 1986, the museum and center has been run as an independent non-profit organization treating more than 6,000 orphaned and wounded wild animals every year. As one of the first family museums in the San Francisco East Bay Area, the center provides a range of exclusive exhibitions and experiences, including behind-the-scenes Wildlife Hospital experience that allows guests to see regular live veterinary treatments and treatment operations. Other exhibits include a live bee centre, an underground habitat exploration area, and a children’s discovery space.

  • Canvas and Cabernet

Unleash your inner creative genius while enjoying some Canvas and Cabernet wine. Canvas and Cabernet are all about having fun – no artistic aptitude is needed. Classes concentrate on a different theme every night. You will learn simple techniques of acrylic painting while enjoying a glass of wine or beer.

  • Lesher Center for the Arts

Enjoy a concert or a show at the Lesher Center for the Arts. The center staged a number of dramatic works in three small theaters. Productions include local and touring theater companies, musical groups and dance companies. The Lesher Center is offering guests a night of culture at a fair price. Check the Center ‘s website for upcoming shows and book tickets.

  • Downtown Shopping

Walnut Creek downtown has plenty for every shopper. From exquisite jewelry to products for your four-legged friend, downtown is the place to be. Shops range from high-end boutiques to famous clothing stores. Even if you’re not trying to buy it, the picturesque tree-lined streets of downtown make it the ideal place to spend a few hours shopping.

  • Swan’s Fine Books

Swan ‘s Books is a nirvana book lover. This bookshop provides a exclusive selection of used, collectible and rare volumes. All books are carefully selected by the staff and vary in price. You will find a first edition fine press book or something hard to find about the history of California. Not sure what you’re looking for? Swan staff is always happy to help you find the right book. The bookshop frequently hosts evening activities, such as seminars and book club meetings.

  • Va de Vi Bistro and Wine Bar

Since 2005, Va de Vi Bistro and Wine Bar have been voted one of the top 100 restaurants in the San Francisco Bay Area each year by SF Gate and SF Chronicle Magazine, serving eclectic small dishes paired with an extensive international wine list. The restaurant, led by executive chef Mike Fischetti, is named after the Catalan expression “It’s all about wine,” which recognizes the restaurant’s dedication to bringing the best of bold, creative and sophisticated foreign wine to Bay Area diners. Pre-arranged wine flights are available to pair with a variety of meals, including hearty burgers and sandwiches, rustic pasta and risotto meals, and trendy land and seafood dishes such as New York strip steak, curry chicken and duck meatballs.

  • Old Borges Ranch

Take a walk back in time to the historic Old Borges Estate. Originally founded in 1899 by the Borges family, the ranch gives tourists a glimpse of the early 20th-century cattle ranch. The ranch consists of seven original and renovated houses, including the home of the Borges family. There are also a variety of animals living on the ranch that you can visit all year round. In addition, the ranch is a gateway to the Shell Ridge open area , which includes many hiking trails.

  • A Sweet Affair Bakery

Indulge your taste buds in this delicious local bakery. The Sweet Affair provides fresh baked goods every day. All of the bread and pastries are made from scratch on site. The bakery also provides a variety of soups, salads and sandwiches. Go to the food and remain in the environment. The bakery evokes an old-fashioned feel, with retro decorations and pleasant service.

  • Calicraft Brewing CompanyCalicraft Brewing Company

Calicraft Brewing Company is a trendy craft brewery in Walnut Creek, originally founded by young beer enthusiast Blaine Landberg in 2012. Since his time as a college student at UC Berkeley, Landberg, a former employee of the national beverage retail chain Honest Tea, has been making a rare beer-wine hybrid “sparkling ales.” Today, the brewery serves a range of sparkling ales under its Trees line, including its year-round Guava Trees Sparkling Ale and Rosé Sparkling Ale. Other flagship brews include Coast Kolsch, Oaktown American Brown Ale, City IPA, and Bay Double IPA. The company’s tap room is open to the public seven days a week, with food trucks parking most days on site. Live music performances are provided every Friday night, with quiz nights and other public special activities held on a regular basis.

These fun activities located in Walnut Creek, California are all amazing! If you are planning on visiting our exciting city here are some hotels you should check out to make your stay more enjoyable:

  • Holiday Inn Express Walnut Creek
  • Walnut Creek Marriott
  • Renaissance Walnut Creek Hotel
  • Diablo Mountain Inn
  • Embassy Suites by Hilton Walnut Creek
  • Lafayette Park Hotel & Spa
  • Extended Stay America – Pleasant Hill – Buskirk Ave.
  • Motel 6 Walnut Creek, CA
  • Studio 6 Concord, CA

All of these wonderful hotels are located just a short distance from our location located at 1261 Locust St Number 170 in Walnut Creek! Stop by for a visit anytime!

Law Offices of Joel A. Harris 1261 Locust St Number 170 Walnut Creek, CA 94596 (925) 757-4605

Family Fun in Walnut Creek, California [2020]

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

The perfect blend of quaint and cosmopolitan, Walnut Creek is all about living a good life. Attractions and activities abound throughout the year. Shopping, dining, the arts and the outdoors will feed your passion for fun and excitement. But even more so, Walnut Creek is about mixing and matching and enjoying the variety that is truly the spice of life.

Stroll downtown the twinkling tree-lined walkways, or hop onto the free trolley. Home to more than 200 boutiques and classic retail stores, many of them unique to Walnut Creek, the city has what you’re looking for – and then some! Known for its world-class restaurants and dining options, Walnut Creek boasts more than 100 restaurants in downtown and around the city offering fine dining, ethnic cuisine and family food. Spend the morning shopping at Broadway Plaza, then unwind at the spa in the afternoon. Take a round of golf under the sunny skies, then cool jazz and dry martini under the stars.Nestled between Napa Valley and the foothills of Mount Diablo, Walnut Creek is a perfect overnight stay, even when you spend the day away.

With 22 parks, more than 2,700 acres of open space, and Mount Diablo State Park in the backyard of the city, Walnut Creek is a haven for outdoor enthusiasts. In the spring, when waterfalls and wildflowers decorate the mountain, enjoy an early bird-watching hike on Mount Diablo, then a morning in the Lesher Center for the Arts. Kick off the summer of June at the wildly popular Walnut Creek Chamber Art & Wine Festival. Meet more than 50 species of live, wild, native animals at the newly enlarged Lindsay Wildlife Museum. Tour the world-famous Ruth Bancroft Gardens.Enjoy the annual Chevron Family Theater Festival, a day-long festival of fun for visitors of all ages. In winter, put your skates on for the East Bay’s premier ice rink, Walnut Creek on Ice in Civic Park.

Lindsay Wildlife Experience

This child-friendly science education center is a wildlife rescue facility in the area. There are live animals to observe, and classes and feedings are scheduled throughout the day. Check the schedule if your heart is set to touch something specifically creepy or cuddly.

The Gardens at Heather Farm

The Heather Farm Gardens is a free admission public garden, educational center and special event facility, originally founded in 1968 to showcase the natural beauty and bounty of the Ygnacio Valley and to make the outdoors accessible to all Walnut Creek residents.

Civic Park

Civic Park is a charming 16.7-acre public park in Walnut Creek, open to the public every day between dawn and dusk. The park, which connects the nearby Creek Walk and the Iron Horse Trail, is home to beautiful habitat gardens originally designed by John Northmore Roberts and LandArt in 1996, with a habitat for over 25 species of butterflies maintained in cooperation with the Lindsay Wildlife Experience.

Old Borges Ranch

Take a stroll back in time to the historic Old Borges Ranch. Originally built in 1899 by the Borges family, the ranch offers visitors a glimpse of the early 20th-century cattle ranch. The ranch consists of seven original and renovated buildings, including the home of the Borges family.

Lesher Center for the Arts & Bedford Gallery

The Lesher Center stage brings a diverse array of performances to East Bay audiences, many of them family-friendly. The building has multiple spaces dedicated to the arts, including the Bedford Gallery, where my family once enjoyed an attractive exhibition dedicated to superheroes.

The Olde San Francisco Creamery

For a real treat, step into The Olde San Francisco Creamery for a mini-sundae to share. Always fun to stop here after a day of playing in the sun.

Lottie’s Creamery

For more artisanal palates, check out Lottie’s Creamery for flavors like coconut tangerine and roasted banana, vegan-friendly too.

This amazing kid-friendly city of Walnut Creek, California is just one of the many must-see sights you don’t want to miss:

  • Civic Park
  • Larkey Sprayground, Pool, And Park
  • Lesher Center for the Arts & Bedford Gallery
  • Heather Farm Park
  • Lindsay Wildlife Experience
  • Lottie’s Creamery
  • The Ruth Bancroft Garden & Nursery
  • Walnut Creek Trolly
  • The Olde San Francisco Creamery

All of these wonderful attractions are located just a short distance from our location located at 1261 Locust St Number 170 in Walnut Creek! Stop by for a visit anytime!

Law Offices of Joel A. Harris 1261 Locust St Number 170 Walnut Creek, CA 94596 (925) 757-4605

Top 10 Best Estate Planning Attorneys in Contra Costa County – Updated for 2020

By Jeffreymendel Jeffrey Nash – Own work, CC BY 3.0, https://commons.wikimedia.org/w/index.php?curid=50308966

We know finding the Best Estate Planning Attorney in Contra Costa County can be difficult, so we put together this detailed list of the best of the best so you can make your decision wisely. Each lawyer company offers various specialties to choose from to suit their client’s needs, from those who specialize in establishing wills and trusts to those that focus on Probate Law and everything in between. This list of amazing locations is ever-changing and expanding, so please check back often. If you find another law firm that should be listed here – or one that should be removed – please let us know!

1. Law Offices of Joel Harris

511 W 3rd St, Antioch, CA 94509

About: Joel discovered an old Victorian on the , after his own practice started in 1993. Antioch 3rd Street that housed the enforcement of an established statute. In the Antioch Area, he understood the need for a Estate planning lawyer who wanted to help people and their families to protect their legacy. Therefore, in 1993, just three years after the school of law, Joel opened Joel A. Harris’ law offices in which it was – and is – to do things the way his clients want to do them and to provide good service for a reasonable price in a friendly, non-confrontational atmosphere. Satellite offices in Walnut Creek and Clayton have also been opened.

Practice Areas: Estate Planning, Living Trust, Wills, Power of Attorney, Probate, Family Business Evaluation, Planning and Management.

What Makes Him Different: With 30 years of experience specializing in estate planning and estate administration, Joel is both a State Bar Certified Specialist in Estate Planning, Trust & Probate Law and a perennial California Super Lawyer; recognized by an independent firm as one of the top 5 per cent in its field of competence and service.

2. Law Office of Robert L. Ferris

455 Hickey Blvd #501,Daly City, CA 94015, US

About: Robert L. Ferris has over twenty-one years of experience in civil litigation as an associate and sole practitioner. His areas of practice include Probate, Wills and Trusts. Robert has extensive experience in the Federal Court, the Bankruptcy Court, the Appellate Court and the State Courts of California.

Practice Areas:Trust Preparation, Trust Review, Trust Administration, Power of Attorney, Affidavit of Collection for Small Estate, Wills.

What Makes Him Different: Many of his probate and estate planning clients are referred to him by the San Francisco County Bar Association Lawyer’s Referral Service, the Alameda County Bar Association Lawyer’s Referral Service, and the San Mateo County Bar Association Lawyer’s Referral Service.

3. Law Offices of Lee L. Kaster, P.C.

1806 Bonanza St, Walnut Creek, CA 94596, US

About: Mr. Lee Kaster is a member of the Diablo Valley Estate Planning Council, the Trusts and Estates Section of the California State Bar and the Conservatorship, Guardianship, Probate and Trust Section of the Contra Costa County Bar Association and has served as a volunteer lawyer for Senior Legal Assistance in Oakland.

Practice Areas: Estate Planning, Probate, Trust Administration, Conservatorships, Estate Litigation and Civil Litigation.

What Makes Him Different:Mr. Kaster graduated from the UC Hastings College of Law in 2000, where he became a member of the Coif Order. He’s responsive and easy to work with.

4. Law Offices of Michael J. Young, Inc.

1931 San Miguel Dr #220, Walnut Creek, CA 94596, US

About: Michael J. Young is an elder law, estate planning and asset protection planning attorney in Walnut Creek, CA. Mr. Young advises his clients on their estate planning needs, with a focus on asset protection, Medi-Cal qualification, and the preservation of assets at different levels of care as they grow older.

Practice Areas: Estate and Asset Planning Protection, Trust Administration, Elder Law, VA Benefits Planning, Medi-Cal Planning, Alzheimer’s Planning.

What Makes Him Different: He is co-author of the book, “Don’t Go Broke In A Nursing Home” and is the author of the “Alzheimer’s Legal Survival Guide.” Mr. Young presents monthly workshops in Walnut Creek regarding estate planning, asset protection, and Medi-Cal planning.

5. Talbot Law Group, P.C.

2033 N. Main St. Suite 750, Walnut Creek, CA 94596

About: Matthew Talbot is a Elder Law and Trust Attorney in Walnut Creek, California. He focuses on trust law , conservatorships, financial elder abuse and related Probate matters including Estate Planning. Matthew started his career as a trustee and property law consultant and became a consultant in complex issues of conservation and trust.

Practice Areas: Estate Planning, Probate and Estate, Trust Litigation, Conservatorships, Estate and Probate Litigation, Elder Abuse, Trust Administration, Special Needs and Limited Conservatorships.

What Makes Him Different: Matthew has received a coveted Rising Star award from the Super Lawyer for 2016 and 2017, 2018, 2019 and 2020 for exemplary service. Lead Attorney Ranking on Estate Planning, and San Francisco Magazine Avvo ‘s top “Superb” rating of Elders Practice.

6. Law Office of Jeffrey Hall, Inc

3478 Buskirk Ave #1000, Pleasant Hill, CA 94523, US

About: Attorney Jeffrey Hall, MBA, CPA, Esq. is an experienced senior law & estate planning attorney whose practice is located in northern California, more specifically in the East Bay of San Francisco. Mr. Hall is a member of The State Bar of California, U.S. District Court Eastern District, U.S. District Court Northern District, U.S. Court of Appeals 9th Circuit, U.S. Court of Appeals for the Armed Forces, U.S. Court of Appeals for Veterans Claims, and the U.S. Supreme Court Bar.

Practice Areas: Estate Planning, Elder Law and Medi-Cal, Probates, VA Planning, Special Needs Trust, Business Law, Trust Administration.

What Makes Him Different: Jeffrey Hall provides sound legal advice and advice to older adults and their families. Jeff believes that the maze of aging care and cost challenges can be addressed through proper planning and addressing issues directly; he believes that family planning and advocacy can help to provide more lifestyle choices and care options.

7. Law Office of Jane K. Penhaligen

3478 Buskirk Ave Suite 1000, Pleasant Hill, CA 94523, US

About: The Law Office of Jane K. Penhaligen provides useful legal advice that ensures your family’s future financial security, and attentive personal service that makes you feel special. As attorney, Ms. Penhaligen provides a customized estate plan for your needs.

Practice Areas: Estate Planning and Management, Trust Administration, Wills,

What Makes Him Different: She has the experience and knowledge that would address everyone’s estate planning needs. Importantly,she has ears to listen carefully to what the client says about their family situation and asks critical questions that focus on understanding the importance of creating a legal structure that will meet the client’s estate planning objectives now and in the future.

8. Law Offices of Lauren Smykowski

1255 Treat Blvd #300, Walnut Creek, CA 94597, US

About: Graduated from the San Diego School of Law, Lauren focused her studies on estate planning and trust law. Since graduating (with honors) from law school in 2011, Lauren has worked closely with her father, who is also practicing estate planning in San Diego, to learn the ins and outs of running a solo estate planning practice.

Practice Areas: Living Trust Estate Plan including Trust Agreement , Assignment of Tangible Personal Property, Pour Over Wills, Durable Powers of Attorney for Finance, Guardianship of Minor Children, Community Property Agreement, Transfer of First Real Property into the Trust via Quitclaim Deed.

What Makes Her Different: By offering affordable and comprehensive life-long estate plans at a flat rate, it makes it easy for families to minimize stress and achieve the peace of mind that their loved ones are protected.

9. David A. Arietta Law Offices

700 Ygnacio Valley Rd #150, Walnut Creek, CA 94596, US

About: Attorney David A, Arietta is a native San Franciscan and a graduate of Saint Ignatius College Preparatory in San Francisco. He obtained his Bachelor of Science degree from the Haas School of Business, U.C. Berkeley, with a dual major in finance and accounting. He then earned his Juris Doctor degree at King Hall, U.C.

Practice Areas: Bankruptcy Law, Estate Law, Trust and Probate Law, Finance, Tax, Accounting and Litigation.

What Makes Him Different: David is a certified specialist in both bankruptcy and estate planning, trust and probate law, as designated by the California Board of Legal Specialization of the State Bar of California. He is the only lawyer in the State of California to have achieved this designation in both areas of law.

10. David M. Sternberg, Attorney-at-Law

319 Lennon Ln Suite A, Walnut Creek, CA 94598, US

About: David M. Sternberg, Attorney-at-Law is a business law firm that means business, whether it’s resolving your neighborhood boundary dispute, drawing up contracts that start your new East Bay company, guiding you through bankruptcy proceedings or handling your probate proceedings.

Practice Areas: Real Estate Law, Business and Commercial Law, Bankruptcy, Wills, Trust, and Probate, Trials, Litigations, and Arbitration, Representative Cases.

What Makes Him Different: Mr. Sterberg and his staff are able to deliver the needed services because of their ability to strategically plan the client’s representation with a budget and clear goals in mind. David M. Sternberg is a highly skilled lawyer with special knowledge and insights into real estate, business, bankruptcy, probate and litigation practice areas.

Are You Looking For an Estate Planning Attorney You Can Trust?

Planning for your retirement can be a daunting task, and you may still have some remaining questions. The Law Offices of Joel A Harris are more than prepared to provide you with legal counsel pertaining to your planning, execution, or, and any other legal concerns or questions you may have. The Law Offices of Joel A Harris, located in Concord, Walnut Creek, and Antioch are available to help you to the best of their abilities. Joel Harris is an attorney with 30 years of experience and is extremely familiar with this process. If you are not sure how to begin, or you just want some help navigating the ins and outs of protecting your retirement and estate, feel free to visit us online, in person or call us by phone at (925) 757-4605.