Carter Dougherty & McGuire

- 2397 Forest Ave, San Jose, CA 95128

Planning for the future, protecting your assets, and ensuring your family's financial well-being are crucial steps for anyone in California. The legal landscape surrounding estate planning, trusts, and tax law can be complex and intimidating, making the guidance of an experienced professional essential. In San Jose, California, the law firm of Carter Dougherty & McGuire stands as a trusted resource, providing dedicated legal services in these specialized fields. With a strong reputation built over decades of practice, the firm is known for its responsive, professional, and knowledgeable approach. This article will provide an in-depth look at their services, their location, and the compelling reasons why they are a wise choice for residents seeking to secure their legacy.

At the heart of the firm’s success is a commitment to understanding and addressing the unique needs of each client. As attested by a client who has worked with Scott Carter for over 25 years, the firm's approach is highly personalized. They excel at explaining complex legal concepts in a clear and understandable manner, ensuring that clients are well-informed and confident in their decisions. This dedication to client education and communication is a hallmark of their service. The firm's ability to get things done in a timely manner, as noted in the same review, is also a significant benefit, providing peace of mind during what can often be a stressful process.

Carter Dougherty & McGuire is distinguished by its focused expertise. While many firms offer a broad range of services, this practice is a specialist in the intricate areas of estate planning, trust and estate administration, and related tax and business law. This specialization means that clients are receiving advice from attorneys who are deeply immersed in their fields. The firm’s attorneys are certified specialists with the State Bar of California in either estate planning or taxation, a testament to their high level of proficiency and commitment to their practice areas. This specialized knowledge is particularly valuable when dealing with sophisticated matters like irrevocable trusts, estate tax returns, and complex succession planning.

The office of Carter Dougherty & McGuire is conveniently located at 2397 Forest Ave, San Jose, CA 95128, USA. This central location in San Jose provides easy access for clients from a wide range of communities throughout the Bay Area. Situated on a main road, the office is well-positioned for straightforward travel and is easily reachable from major thoroughfares, making it a practical choice for clients coming from different directions.

The firm is committed to ensuring a comfortable and accessible experience for all clients. The office building features a wheelchair-accessible entrance, providing barrier-free access for individuals with mobility challenges. A dedicated wheelchair-accessible parking lot is available, simplifying the process of finding a convenient parking spot close to the entrance. For added comfort and convenience, a wheelchair-accessible restroom is also on-site. The firm operates by appointment, and it is highly recommended to schedule in advance. This ensures that the team can provide its full, undivided attention to your specific legal needs, allowing for a thorough and productive consultation.

Carter Dougherty & McGuire offers a comprehensive suite of legal services focused on estate and business planning, and tax law.

Services Offered:

• Estate Planning and Trust Drafting
• Living Trusts and Irrevocable Trusts
• Trust Administration and Estate Administration
• Probate and Estate Tax Returns
• Business Planning and Succession Planning
• Tax Services (including Income and Property Tax Returns)
• 1031 Exchanges and Property Tax Planning
• Buy-Sell Agreements
• Legal services for the Purchase and Sale of businesses
• Special Needs Trusts

The practice is distinguished by several key features and highlights that are consistently praised by clients and peers.

Features / Highlights:

• Decades of Experience: With attorneys who have been practicing for over 25 years, the firm brings a wealth of experience and a proven track record to every case.
• Certified Specialists: The attorneys are certified specialists in estate planning and taxation by the State Bar of California Board of Legal Specialization, a mark of their elite expertise.
• Responsive and Client-Focused Service: As noted in a client review, the firm and its staff are known for being very responsive, explaining things well, and getting tasks completed in a timely manner.
• Expertise in Business and Tax Law: The firm's ability to handle not just estate planning but also related business and tax matters provides a comprehensive and highly valuable service for clients.
• Professional and Courteous Staff: The office staff is consistently described as courteous and professional, contributing to a positive and reassuring client experience.
• Full Accessibility: The office is equipped with a wheelchair-accessible entrance, parking lot, and restroom, ensuring a welcoming environment for all visitors.

For all inquiries and to schedule a consultation, please use the following contact details:

Address: 2397 Forest Ave, San Jose, CA 95128, USA

Phone: (408) 241-2121

When choosing a lawyer for your estate, tax, or business planning needs, you are not just selecting a service provider; you are entrusting them with your family's future. What makes Carter Dougherty & McGuire a truly worthwhile choice? The firm's deep specialization and decades of experience are at the top of the list. They are not generalists who dabble in estate law; they are certified experts who have dedicated their careers to mastering these complex fields. This level of expertise is crucial for handling everything from simple wills to sophisticated trusts and succession plans, ensuring that your legal documents are robust and effective.

Furthermore, the firm’s reputation for responsiveness and excellent client service, as highlighted by multiple long-term clients, is a significant differentiator. The peace of mind that comes from knowing your attorney is quick to respond, explains things clearly, and works efficiently is invaluable. The firm's courteous and professional staff complements the attorneys' expertise, creating a reassuring and supportive environment during what can be an emotional process. The fact that clients have been so pleased with the service that they have referred friends and family is one of the strongest endorsements a business can receive.

Finally, the firm’s comprehensive approach, which integrates business and tax planning with estate law, provides a holistic solution for clients with complex financial situations. This unique combination of skills adds immense value, ensuring that all aspects of your assets and legacy are considered. By choosing Carter Dougherty & McGuire, you are not simply hiring an attorney; you are gaining a trusted, long-term partner who will provide expert legal guidance to help you protect what matters most to you.

Carter Dougherty & McGuire

2397 Forest Ave, San Jose, CA 95128, USA