TOP 30 Best Asset protection planning in California

Hermance Law - Estate Planning Mom is a legal institution specializing in estate planning services, located at 4165 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Led by a dedicated team of lawyers, this institution focuses on providing personalized and comprehensive estate planning solutions to help individuals protect their assets and ensure their wishes are carried out. With a compassionate approach and a commitment to client satisfaction, Hermance Law - Estate Planning Mom is a trusted partner in planning for the future.

San Diego Estate Planning by Jacqueline Mittelstadt is a trusted legal institution located at 5147 Don Rodolfo Drive in Carlsbad, California. Specializing in estate planning, Jacqueline Mittelstadt offers expert legal services to help individuals and families protect their assets and ensure their wishes are carried out. With years of experience and a commitment to personalized service, clients can trust in the expertise and dedication of this reputable lawyer. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, San Diego Estate Planning by Jacqueline Mittelstadt is here to provide skilled guidance every step of the way.

Hermance Law - Estate Planning Mom is a legal institution located at 26565 West Agoura Road in Calabasas, California. Specializing in estate planning, this firm offers expert legal advice and services to help individuals and families protect their assets and ensure their wishes are carried out. With a personal touch and a focus on family values, Hermance Law - Estate Planning Mom provides compassionate and professional guidance for all of your estate planning needs.

Unique Planning - Paul Crawford is a top-tier finance, health, and insurance agency located in the heart of San Ramon, California. With a reputation for providing personalized and innovative solutions, our team of experts is dedicated to helping clients achieve their financial and health goals. Whether you're looking to secure your financial future, protect your health, or safeguard your assets, Unique Planning - Paul Crawford is here to provide you with the guidance and support you need. Visit us at 2010 Crow Canyon Place to learn more about how we can help you plan for a secure and prosperous future.

New Assets Investment Advisors LLC is a finance institution located at 1525 McCarthy Boulevard in Milpitas, California, United States. Our team of experienced advisors provides personalized investment strategies to help clients grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified portfolio, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and start planning for a secure financial future.

The Financial Planning & Investment Group - Ameriprise Financial Services, LLC, located at 4455 Morena Boulevard in San Diego, California, is a finance institution that prioritizes your individual goals and risk tolerance. They offer investment, asset allocation, and portfolio recommendations tailored to your specific needs. With regular meetings and updates, they help you track your progress towards your financial goals. You can access your investments and accounts securely from any device. Schedule a complimentary initial consultation to learn more about how they can assist you in achieving your financial objectives. Their financial advisors are registered in certain U.S. states, so be sure to check their personal website or FINRA's BrokerCheck for more information. Remember that all investments come with some level of risk, so understanding your risk tolerance is crucial in determining the appropriate investment strategy for you. Ameriprise Financial Services, LLC cannot guarantee future financial results. Trust them to help your friends and family members achieve their financial goals, as they are committed to providing personalized financial solutions.

LK Wealth & Asset Management is a finance institution located at 320 Family Farm Road in Woodside, California, United States. Our mission is to help clients gain clarity in managing their finances with a purpose beyond just making money, but ensuring that their money helps them achieve their goals. Asset management involves the management of your assets and determining which investments are suitable for your financial situation. Our asset managers assist with asset allocation, based on market outlook and expected rates of return, and help you divide your investable assets across different asset classes.

Asset Retention Insurance Services is a leading insurance agency and finance institution located at 23171 La Cadena Drive in Laguna Hills, California. Specializing in helping clients protect and retain their assets, they offer a range of insurance products and legal services to safeguard investments and wealth. With a team of experienced lawyers and financial experts, Asset Retention Insurance Services is dedicated to providing top-notch advice and solutions tailored to each client's unique needs. Trust them to secure your financial future and protect your assets.

Kamala Law Corporation is a reputable legal institution located in San Jose, California. Specializing in immigration law and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are navigating the complexities of immigration laws or planning for the future of your estate, our knowledgeable attorneys are here to assist you every step of the way. Visit us at 2670 South White Road to learn more about how we can help you with your legal needs.

Hermance Law - Estate Planning Mom is a law firm specializing in estate planning services, conveniently located at 4476 Market Street in Ventura, California. Led by a dedicated and experienced lawyer, this institution provides personalized and comprehensive legal guidance to help individuals and families protect their assets and plan for the future. With a focus on compassion and understanding, Hermance Law - Estate Planning Mom offers a warm and inviting environment for clients to discuss their estate planning needs and achieve peace of mind. Contact them today to start planning for tomorrow.

Abbas Law Group is a reputable law firm specializing in Estate Planning, Probate, and Trust Administration. Located in Menlo Park, California, United States, their team of experienced lawyers provide expert legal advice and guidance to help clients navigate the complexities of estate planning, probate, and trust administration. Whether you are looking to create a comprehensive estate plan, navigate the probate process, or administer a trust, Abbas Law Group is dedicated to providing personalized and professional services to meet your individual needs. With a focus on client satisfaction and attention to detail, Abbas Law Group is committed to helping clients protect their assets and ensure their wishes are carried out according to their wishes.

Horizon Elder Law & Estate Planning Inc. is a reputable legal institution located at 2333 San Ramon Valley Boulevard in San Ramon, California. Specializing in elder law and estate planning, their team of experienced lawyers provides expert guidance and support to individuals and families looking to navigate the complexities of planning for the future. With a commitment to personalized service and a deep understanding of the legal intricacies involved, Horizon Elder Law & Estate Planning Inc. is dedicated to helping clients protect their assets and ensure their loved ones are taken care of. Trustworthy, knowledgeable, and compassionate, this institution is a valuable resource for anyone seeking comprehensive legal advice in the realm of elder law and estate planning.

Santa Barbara Estate Planning & Elder Law is a reputable law firm located at 14 West Valerio Street in Santa Barbara, California. Specializing in estate planning and elder law, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with creating a will, establishing a trust, or managing assets for long-term care, Santa Barbara Estate Planning & Elder Law is committed to providing personalized and comprehensive legal services to meet your needs. Contact them today to schedule a consultation and start securing your legacy.

Forward Estate Planning, A Law Corporation is a trusted legal institution specializing in estate planning located at 222 North Pacific Coast Highway in El Segundo, California. Our team of experienced lawyers is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. Whether you need assistance with wills, trusts, probate, or other estate planning matters, our knowledgeable attorneys are here to provide personalized guidance and support. Contact us today to schedule a consultation and start planning for your future.

Lungu Law Group is a reputable firm specializing in wills and trusts, as well as estate planning services in Long Beach, California. Located at 5320 2nd Street, their experienced attorneys are dedicated to helping clients protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or planning for your estate, Lungu Law Group is here to provide expert legal guidance. Trust in their expertise to secure your legacy and provide peace of mind for your loved ones.

Pevney Estate Planning, located in Mission Viejo, California, is a law firm dedicated to helping homeowners save their loved ones money and time by setting up comprehensive estate plans. By working with Pevney Estate Planning, the average homeowner can potentially save $50,000 and avoid 18 months of probate. The process begins with filling out a form to get in touch, followed by a series of meetings to discuss and fine-tune your estate plan. Once the plan is finalized, it is signed and notarized to make it official. The firm also helps to fund your trust by placing assets, including your primary residence, into the trust. The founder of Pevney Estate Planning, Michael, is a dedicated attorney with a passion for helping others. He believes in effective communication and close collaboration to achieve the best outcomes for his clients. To book a free 30-minute strategy session, contact Pevney Estate Planning today.

Pacific Estate Planning P.C. is a reputable law firm located at 29970 Technology Drive in Murrieta, California. Specializing in estate planning, their team of experienced lawyers is dedicated to helping clients protect their assets and plan for the future. With a focus on personalized service and attention to detail, Pacific Estate Planning P.C. is committed to providing top-notch legal advice and guidance to individuals and families in the Murrieta area. Contact them today to schedule a consultation and start securing your legacy.

Bagla Law Firm is a trusted institution located in Carlsbad, California, specializing in business formation and asset protection. As experienced finance and real estate lawyers, we provide expert guidance to clients seeking to establish and protect their businesses and assets. Our team of professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Contact us at 5857 Owens Avenue to learn more about how we can help you achieve your financial and legal goals.

Century Trusts & Estate Planning is a law firm located at 2424 Vista Way in Oceanside, California, United States. Our goal is to help you protect what you’ve earned and built for the ones you love. Making end-of-life plans can be overwhelming, but with a compassionate attorney by your side, you can face crucial life decisions with confidence. Our experienced attorney, Ashby Sorensen, can guide you through the creation of a properly crafted estate plan. This plan will allow you to determine how your assets will be handled, ensuring that your loved ones are cared for in the event of your passing. Avoiding probate, which can be expensive and lengthy, is just one of the many benefits of working with our estate planning attorneys.

Milda Goeriz, Trust and Estate Planning Attorney is a reputable institution located at 11622 El Camino Real in San Diego, California. Specializing in accounting, finance, and legal services, Milda Goeriz offers expert advice and guidance in trust and estate planning. With years of experience and a commitment to providing personalized solutions for each client, Milda Goeriz is dedicated to helping individuals and families navigate the complexities of estate planning with confidence and peace of mind. Trust Milda Goeriz to provide comprehensive and reliable services for all your trust and estate planning needs.

East County Estate Planning, PC is a reputable law firm located in La Mesa, California. Specializing in estate planning, their team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out. With a focus on personalized service and attention to detail, East County Estate Planning, PC is committed to providing top-notch legal counsel for individuals and families seeking to plan for the future. Located at 7777 Alvarado Road, this institution is a trusted resource for all estate planning needs in the East County area.

Cappelloni Law PC is a trusted institution located in San Francisco, California, specializing in estate planning, probate, and trust administration. Attorneys Lauren Cappelloni and Karly Schlinkert bring over 24 years of combined experience to the table, along with a team of experienced paralegals. They provide a thoughtful and understanding approach to help clients feel at ease during the legal process. Founded in 2018, Cappelloni Law PC values long-term relationships with clients and embraces diversity in their estate planning services. They offer guidance to Executors, Administrators, and Trustees to ensure successful probate proceedings and proper estate administration.

The Asset Protection & Elder Law Center in Irvine, California is a trusted institution dedicated to helping individuals protect their assets and plan for the future. Our experienced team of attorneys specializes in estate planning, asset protection, and elder law, ensuring that our clients receive the personalized and comprehensive legal guidance they need. Located at 17702 Mitchell North, our center is conveniently situated in the heart of Irvine, making it easy for clients throughout California to access our services. Whether you are looking to safeguard your assets for future generations or navigate the complexities of elder law, the Asset Protection & Elder Law Center is here to provide you with expert legal support.

Owl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.

Falcon Wealth Planning is a leading finance institution located at 3400 Inland Empire Boulevard in Ontario, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their wealth management goals through personalized financial planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Falcon Wealth Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Peak Financial Planning, located at 21201 Victory Boulevard in Los Angeles, California, is a finance institution dedicated to helping individuals navigate the complexities of retirement planning. Their team of independent, fee-only, fiduciary financial planners are committed to empowering and educating their clients to achieve financial security and peace of mind. With a focus on providing value beyond the fees paid, Peak Financial Planning offers services such as retirement, tax, and income planning, as well as tax-efficient investment management. Their unique approach to financial planning begins with a comprehensive assessment of each client's individual needs and goals, ensuring that all recommendations are tailored to their specific financial situation. Whether you are looking to protect your wealth, increase your retirement income, or simply gain a better understanding of your financial health, Peak Financial Planning is dedicated to helping you make informed decisions and secure your financial future. Schedule a free consultation with their team to see if they might be the right financial partner for you.

Miramontes Capital in Newport Beach, California, is your go-to institution for retirement planning. Our family office prides itself on simplicity and transparency, offering expert guidance to help you achieve financial success. With strategic solutions tailored to your growth needs, we will work with you to create a customized financial plan that aligns with your retirement goals. Our Registered Investment Adviser status ensures that you receive top-notch advisory services. Partner with us and embark on the journey to the best years of your life. Visit us at 4701 Teller Avenue, Newport Beach, CA, for a confident financial plan that will set you on the path to a secure retirement.

siness and estate planning needs, ensuring that their wishes are carried out and their assets are protected. The team at Shoup Legal is known for their professionalism, expertise, and attentiveness, making them the top choice for legal services in the Murrieta and Temecula Valley area. Whether you need help with estate planning, trust administration, probate, or business law, Shoup Legal is dedicated to providing you with the highest level of personalized service. Visit their office at 39755 Date Street in Murrieta, California to experience their exceptional legal services firsthand.

Preston Estate Planning, located in San Diego, California, is a trusted institution specializing in estate planning for nearly forty years. Unlike other trusts that solely focus on avoiding probate, Preston Estate Planning offers comprehensive solutions that also address tax reduction, asset protection, and disability planning. They have identified common issues with traditional estate plans that can lead to unintended consequences, such as triggering high taxes, exposing assets to potential lawsuits, or causing complications for beneficiaries in the event of incapacity or death. Their unique approach includes the development of a Life Plan, which goes beyond the industry standard Death Plan to incorporate eight features that safeguard your assets. By incorporating strategies like Inheritance Trusts and Capital Gains Elections, Preston Estate Planning ensures that your estate plan is tailored to your specific needs and goals.

At Oath - San Diego Estate Planning & Investment Attorneys, we specialize in providing expert legal advice and guidance in the areas of estate planning and investments. Our experienced team is dedicated to helping our clients protect and grow their wealth through strategic planning and sound financial decisions. Located at 9655 Granite Ridge Drive in San Diego, California, our institution offers personalized services tailored to meet the unique needs of each individual client. Whether you are looking to create a comprehensive estate plan or seeking advice on investment opportunities, our team of skilled attorneys is here to help you navigate the complex world of finance and law. Trust Oath to be your partner in securing your financial future.