TOP 30 Advanced estate planning in San Diego, California

25 results found

Legal Assistants of San Diego County is a professional organization dedicated to supporting and advancing the legal assistant profession in San Diego County. Located at 270 East Douglas Avenue in El Cajon, California, our institution provides a platform for legal assistants to network, collaborate, and enhance their skills through various educational and professional development opportunities. Our mission is to promote excellence in the legal profession and provide resources for legal assistants to excel in their careers. Whether you are a seasoned professional or just starting out in the field, Legal Assistants of San Diego County is here to support you on your journey to success.

Jenkins & Jenkins, Estate Planning Attorneys, located at 7220 Trade Street in San Diego, California, is a team of experienced trust and estate planning attorneys dedicated to guiding you through the legal process with personalized care and attention. From drafting documents to explaining them in personalized videos, we strive to make the estate planning process as easy and convenient as possible for you. If you're dealing with the loss of a loved one or navigating the Probate process, our team is here to help. We offer virtual consultations and handle all necessary paperwork to move your case along efficiently. Additionally, we can connect you with professionals to assist with selling property, making repairs, filing taxes, and more.

Next Gen Financial Planning is a cutting-edge finance institution located at 1455 Frazee Road in San Diego, California, United States. Our team of experienced financial advisors is dedicated to providing personalized and forward-thinking financial planning services to individuals and families of all ages. Whether you are just starting out in your career or planning for retirement, we are here to help you achieve your financial goals and secure your financial future. Contact us today to schedule a consultation and take the next step towards a brighter financial future.

Pelorus Financial Group, located at 162 South Rancho Santa Fe Road in Encinitas, California, is an insurance agency dedicated to helping financial advisors chart a course for their clients' future. Our team of experts offers guidance, smart strategies, and access to top-rated insurance carriers to ensure your clients are well protected. From San Diego to nationwide, Pelorus provides exclusive access to a team of dedicated financial experts specializing in business and estate planning, underwriting, and marketing. We are committed to providing exceptional service, moving quickly and efficiently, and employing advanced strategies and techniques to meet your needs.

The Motor Notars is a certified Notary Signing Agency located at 6856 Tee a Way Place in San Diego, California. Specializing in Real Estate Loan Documents and Family Estate planning, our goal is to make the signing process as easy as possible for you. We offer professional, reliable, and friendly services, traveling to wherever you are in San Diego County. Our team is personable, compassionate, and always willing to go the extra mile to ensure your experience is comfortable and pleasant. Founded by Brooke Stewart in 2005, The Motor Notars is dedicated to providing top-notch notarization services for all your needs. Whether you need documents notarized or assistance with estate planning, we are here to help. Contact us today for a stress-free and seamless notarization experience.

Located in Carlsbad, California, the Law Offices of Arthur S. Brown, APLC has been serving North County San Diego and surrounding areas since 1986. Specializing in Estate Planning, Trust and Probate Administration, and Long-Term Government Benefits, our experienced attorneys provide personalized and comprehensive legal services to meet the individual needs of each client. Whether you have a small estate or a multi-million dollar estate, our firm can assist you with Basic and Advanced Estate Planning, Trust Administration, Probate, Elder Law, Medi-Cal, and Veteran’s Benefits. We believe in the importance of being a trusted advisor to our clients, working closely with them to achieve their goals and objectives.

GQ Law is a financial solutions attorney institution located at 12396 World Trade Drive in San Diego, California. Specializing in estate planning, Wills and Trusts, and Tax Problem Solving for over 30 years, GQ Law is your premier California law firm for all your legal needs related to Estate Planning, Tax, Bankruptcy, and Small Business. Serving clients in San Diego County and Southern California, the San Diego office is conveniently located off the I-15 at Camino del Norte. The GQ Law Estate Planning Team offers comprehensive services including Wills, Trusts, Powers of Attorney, Guardian Designation, Health Care Directives, and more. Estate Administration and Probate services are also available. Tune in to hear Gary Quackenbush on the “Word on Wealth” radio show every weekday at 2:00 pm on KCBQ – AM 1170 & FM 96.1 & TheAnswerSanDiego.com. With a dedicated team focused on providing top-quality service at reasonable fees, GQ Law is here to help you with all your legal needs. Thank you for choosing GQ Law, we look forward to seeing you in our office soon.

Robinson & Wilson, A Law Corporation, located at 11665 Avena Place in San Diego, California, is a highly experienced law firm specializing in estate planning, trust, and probate law. With over 55 years of combined experience, our team of State Bar of California Certified Legal Specialists is dedicated to providing efficient and comprehensive legal services. We understand that navigating the probate process can be challenging, which is why we offer guidance for all aspects of probate, including reviewing, amending, drafting, and administering trusts and wills. Our expertise in estate, gift, income, and property tax laws allows us to optimize your strategies and ensure that your assets are protected for the future.

The Law Offices of Irina Sherbak, APC, located in San Diego, California, is a dedicated law firm focused on estate planning needs. Irina Sherbak, the Principal and Founder, offers services including revocable trusts, advanced health care directives, wills, and more. Clients praise Irina for her simplistic approach to estate planning and her ability to clearly explain complex legal documents. Her professionalism, knowledge, and availability make her a top choice for those seeking assistance with estate planning. Whether you are close to retirement or just starting to plan for the future, Irina Sherbak and her team are ready to help you protect and preserve your estate.

The Law Offices of David R. Schneider, APC, located in Thousand Oaks, California, is a client-oriented law firm dedicated to providing personal service to individuals facing estate planning and probate needs. With over two decades of experience, attorney David R. Schneider offers personalized solutions to fit each family's unique situation. The practice also assists families with probate and conservatorship needs, guiding them through the legal process with efficiency and care. Whether it's setting up living trusts, wills, powers of attorney, or advanced healthcare directives, David Schneider ensures that each client receives the best service possible. By working directly with clients to establish the best plan to fit their family needs, the firm aims to prevent the expensive and lengthy probate proceedings that can occur without proper planning.

Western Heritage Law Group is a premier legal firm located at 4653 Carmel Mountain Road in San Diego, California. With a focus on integrity and expertise, every client is treated with courtesy and guaranteed effective representation. Specializing in securities disputes and disciplinary proceedings for registered representatives, Western Heritage Law Group is dedicated to achieving the best outcomes for their clients. Led by Ms. Ataie, an experienced attorney with over two decades of experience, the firm has a track record of success in litigating against large broker-dealers and obtaining favorable resolutions for investors. If you are in need of legal representation for securities disputes or disciplinary actions, Western Heritage Law Group is here to help. Contact them today for expert legal counsel and advocacy.

Southern California Institute Wealth Strategies Education & Advisor Resources is a premier institution located in San Diego, California. We provide top-notch education and resources for individuals seeking to enhance their knowledge and skills in wealth management and financial planning. Our experienced advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Join us at 10251 Vista Sorrento Parkway and let us guide you towards financial success.

Jackie Robert Geller, LLM Attorney At Law is a reputable law firm located at 5755 Oberlin Drive in San Diego, California. Specializing in various legal matters, Jackie Robert Geller, LLM offers expert legal advice and representation to clients in need. With a focus on providing personalized and professional services, this institution is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a legal issue or seeking guidance on a specific matter, Jackie Robert Geller, LLM Attorney At Law is committed to advocating for your rights and achieving the best possible outcome for your case.

Bradley Wealth LLC is a finance institution located at 350 Tenth Avenue in San Diego, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, Bradley Wealth LLC is committed to providing expert guidance and support to help clients navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Celeste Financial Group is a leading finance institution located in the heart of San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a commitment to excellence and a focus on personalized service, Celeste Financial Group is your go-to partner for all your financial needs. Visit us at 3131 Camino Del Rio North to learn more about how we can help you achieve your financial goals.

Scripps Wealth Management is a trusted institution located at 9915 Mira Mesa Boulevard in San Diego, California, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a comprehensive approach to wealth management, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today to learn more about how Scripps Wealth Management can help you plan for tomorrow.

Kenneth Lee - Private Wealth Advisor at Ameriprise Financial Services, LLC in San Diego, California, offers personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and asset allocation, Kenneth Lee provides expert guidance and tailored solutions to clients seeking to build and protect their wealth. Located at 4655 Executive Drive, this finance institution is dedicated to helping individuals and families secure their financial future through strategic planning and prudent investment strategies.

ATS Wealth Management is a finance institution located at 5435 Oberlin Drive in San Diego, California, United States. From investment management to retirement planning, ATS offers a range of services to help clients pursue their financial objectives. The experienced team of financial advisors takes a personalized approach to help clients address their financial goals, whether it be advanced asset management strategies, estate planning guidance, or tailored financial planning. ATS understands that your assets represent your hard work and dreams for the future, and they are committed to helping you achieve your investment goals in a personalized and tailored manner. The institution guides clients through the financial planning process, ensuring that their assets are distributed according to their wishes while minimizing taxes and other costs. With a focus on fiduciary responsibility and a holistic approach to investment strategy, ATS Wealth Management aims to help families pursue stability in their financial future. The team at ATS has been providing advanced asset management and estate planning strategies for over three decades, with a track record of helping clients pursue their financial goals.

AToN Center: Your Sanctuary for Recovery in Encinitas, CA Located at 3250 Country Rose Cir, Encinitas, CA 92024, AToN Center is a premier health facility dedicated to providing hope and healing for individuals seeking recovery from substance misuse. Nestled in the serene environment of North County, San Diego, our upscale rehabilitation center caters to adults aged 18 and above, offering a path towards enduring sobriety and a brighter future.

Welcome to the Santa Clara River Preserve, a stunning natural haven located at 1368 Mission Rock Road, Santa Paula, California. This expansive park spans nearly two miles of the majestic Santa Clara River, encompassing almost 1,000 acres of diverse upland habitat and riverbed. As one of the few public access points to the Santa Clara River, the preserve offers a unique opportunity to connect with this vital waterway. Managed by The Nature Conservancy (TNC), the Santa Clara River Preserve is a perfect destination for outdoor education, community gatherings, wildlife viewing, and hiking. Visitors can explore the natural beauty and learn about the ecological significance of the Santa Clara River, a critical source of drinking water and a key resource for local agriculture. The preserve also plays an essential role in providing some of the last riverside and freshwater habitats in the Los Angeles-Ventura region.

Welcome to Los Angeles County Fire Dept. Station 2, located at 340 Palos Verdes Drive West, Palos Verdes Estates, California. We are proud to be part of the renowned Los Angeles County Fire Department, recognized globally for excellence in fire and emergency services. Our dedicated team of firefighters and lifeguards are committed to serving the community with the highest standards of safety and professionalism. At Station 2, we not only respond to emergencies but also focus on educating the youth and the community about fire safety and emergency medical services. We emphasize community service and civic involvement through positive mentoring, training, education, and career development.

Welcome to Los Angeles County Fire Dept. Station 106, proudly serving the community of Rolling Hills Estates and surrounding areas. Located at 27413 Indian Peak Road, Rolling Hills Estates, California 90274, our station is dedicated to providing top-notch fire protection and emergency medical services. Our team of highly skilled and dedicated firefighters is part of the internationally renowned Los Angeles County Fire Department, known for its excellence in fire and rescue operations. At Station 106, we are committed not only to emergency response but also to community education and involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, focusing on community service, civic involvement, and career development. Understanding fire safety is crucial for everyone, and we provide resources to help you identify potential safety issues in your home and know what to do in case of an emergency.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.