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Welcome! 

At Bay Laurel Law Group, LLP, we help business owners, real estate owners and families with taxable estates or international assets to resolve messes, transitions, protection or complex tax issues to achieve their goals. These are interesting times in the financial and real estate markets but they also present opportunities to capitalize on tax deductions, asset protection and other solution strategies through our firm's wealth planning process. 

What is a Wealth Strategies Collaborative?

A Wealth Strategies Collaborative is a firm that works with clients and their other wealth advisors to achieve the clients' personal, financial and other goals.

We are not just an estate planning law firm, we address each client's total wealth and family needs through a clear process designed to provide clarity of problem, clarity of solution and a streamlined implementation.

Through our process of Review, Design, and Implementation we can help you integrate your current situation and the changing times. The process creates an opportunity for you to consider what is truly important to you – for yourself, your health care, your family, your finances, your business and ultimately the mark you want to leave on this earth.  

Your Wealth Strategies Plan will be the culmination of a process of determining your goals and objectives, analyzing and testing your options, and implementing the best method of achieving your goals. It is in this process that our office can provide you with the greatest value. 

The ultimate outcome of this process is your peace of mind.

Trusted Advisor

Once a plan is implemented, we consider that just the beginning of our relationship. Our clients know that they can call their attorney when questions or new concerns arise, or when life events occur. The Bay Laurel Law Group, LLP will be there to assist you and your loved ones navigate through the legal, financial and practical responsibilities of administering a trust, probate estate or business plan when an incapacity or death occurs. 

We welcome ongoing contact from our clients and a continuing relationship with you and your family is our goal, and the highest compliment that we receive. 

INTERNATIONAL WEALTH PLANNING FORUM 2010

Save the date! 

May 21, 2010

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TELEPHONE:

650.525.0234

 

FACSIMILE:

866.428.6272

OFFICE LOCATIONS:

1528 SOUTH EL CAMINO REAL, SAN MATEO, CA 94402

 

We happily serve clients in the entire State of California, with our primary geographic coverage extending through the San Francisco Bay Area, from San Francisco south to San Jose, from Half Moon Bay east to Union City and as far off as Sacramento.

© 2009 Bay Laurel Law Group, LLP.  The information contained in this website does not constitute legal advice or create an attorney-client relationship. It is presented for general informational purposes and what any individual client or situation may require depends largely on the facts of each particular case. Please contact our office for a consultation regarding your specific situation.