TOP 30 Best Asset protection trusts in San Diego, California

Lisa Trapp - State Farm Insurance Agent is an insurance agency located at 1458 Encinitas Boulevard in Encinitas, California. Situated in the Peet's Coffee and The Habit Shopping Center, we serve the local communities in North County, including Encinitas, Carlsbad, Del Mar, Oceanside, Leucadia, Cardiff, Rancho Santa Fe, and San Marcos, as well as the greater San Diego area. With a focus on personalized customer service, we offer a range of insurance and financial services to protect what is important to you. As a State Farm agent with experience in property and casualty insurance, as well as a Chartered Life Underwriter (CLU) designation, I am dedicated to making a positive impact on my customers' lives. Whether it's auto insurance, home insurance, life insurance, or more, we provide options that allow customers to focus on their dreams while we handle protecting their assets.

Eric Smith - State Farm Insurance Agent is a trusted insurance agency located at 12555 High Bluff Drive, San Diego, California. They offer a range of insurance products and services to help protect what is important to the people of Del-Mar, North County, and Southern California. With a customer-centric focus, their dynamic team has over 50 years of collective experience in the industry. They aim to provide a distinct and delightful experience for their customers, ensuring that their needs are met and valued. In addition to insurance services, Eric Smith - State Farm Insurance Agent also provides valuable information on topics such as child identity theft, managing finances, and DIY auto maintenance. They prioritize customer security and privacy, advising against sharing sensitive personal information online.

Semanchik Law Group, located in San Diego, California, is a modern law firm with a focus on providing quality legal services to small businesses, nonprofits, and individuals. Led by Founding Attorney Nikki Semanchik, the firm aims to make legal services accessible and hassle-free for clients. With a virtual office and a commitment to using technology to simplify the legal process, Semanchik Law Group prioritizes personal relationships and takes the time to understand the unique needs of each client. Specializing in estate planning, probate, business law, and nonprofit formation, Semanchik Law Group offers comprehensive legal services tailored to entrepreneurs, philanthropists, and families. Whether you need assistance starting a business, forming a nonprofit, or creating an estate plan, the experienced attorneys at Semanchik Law Group are dedicated to helping you achieve your goals.

Rassman Law is a top probate, estate planning, and business law firm located in Carlsbad, California. Our experienced team helps clients navigate the legal process after the loss of a loved one, ensuring their wishes are carried out efficiently and effectively. We specialize in avoiding probate, unnecessary taxes, and legal fees, and assist trustees in distributing assets according to trust terms. Our probate attorney in Carlsbad is highly skilled in guiding clients through the complex probate process in San Diego. In addition to estate planning services, we also help small to medium-sized businesses with formation, purchase, operation, and sale. Our business law attorney has extensive experience in setting up LLCs, corporations, and partnerships, as well as drafting, interpreting, and negotiating business contracts. Whether you are buying or selling a business, we can help protect your interests and ensure a smooth transaction.

The Law Firm of Steven F. Bliss Esq. is a passionate and credible estate planning, wills, trusts, and probate attorney located at 3914 Murphy Canyon Road, San Diego, California. With extensive experience in estate planning and probate law, Steven F. Bliss offers free consultations and virtual appointments available day, evening, and weekends. Statewide representation is provided for estate planning and probate matters, with a focus on helping clients pass on their assets and values legally and efficiently. The firm also offers guidance on avoiding probate and estate taxes, as well as assistance with trust administration and debt relief through bankruptcy cases. Steven F. Bliss has been practicing as an attorney since 1991, specializing in wills, living trusts, estate planning, probate, and trust administration. The firm provides personalized legal services and aims to establish lasting relationships with clients for all their estate planning needs. Book a free appointment with Steven F. Bliss for expert advice on estate planning, probate, and trust matters.

Innergy Financial is a reputable insurance agency located at 1855 1st Avenue in San Diego, California. We are dedicated to providing top-notch insurance solutions to our clients, helping them protect their assets and secure their financial future. Our team of experienced professionals is committed to offering personalized service and tailored insurance plans to meet the unique needs of each individual or business. Trust Innergy Financial to provide you with peace of mind and financial security.

Zachan Insurance Agency is a trusted insurance provider located at 2020 Broadway in San Diego, California. As a reputable insurance agency, we offer a wide range of insurance products and services to meet the needs of our clients. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions to protect your assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Zachan Insurance Agency has you covered. Contact us today to learn more about how we can help you secure the protection you need.

Copley Financial Group, Inc. is a finance institution located at 2650 Camino Del Rio North, San Diego, California, United States. Our mission is to provide innovative strategies to help our clients achieve the financial security they deserve in their retirement years. We are committed to building lifelong relationships with our clients and always act in their best interests, offering the products that are best for them. By working with a Financial Planner, clients can potentially see a significant increase in wealth accumulation over time. We offer complimentary retirement planning consultations to help find a strategy that is appropriate for each individual. Investing involves risk, but we strive to enhance the value of our professional advice through integrity and trust.

Tech Kahunas is a cutting-edge institution located at 8451 Miralani Drive in San Diego, California. Specializing in cybersecurity, IT support, and Mac repair, Tech Kahunas offers a unique Kahuna Shield protection to defend your digital island. With a KahunaVision technology assessment, you can stay ahead of competitors and strengthen your security measures. Outsourcing upgrades, modernization with artificial intelligence and cloud apps, cybersecurity solutions, and compliance assistance are just a few of the services offered by Tech Kahunas. In an ever-evolving digital landscape, it's crucial to stay informed about potential threats such as hackers, malware, and business email compromise. Tech Kahunas provides valuable resources such as free eBooks and technology assessments to help businesses navigate the complexities of cybersecurity. With a focus on zero trust security and mobile device protection, Tech Kahunas aims to empower small businesses and organizations to safeguard their data and networks.

Todd DeRenzis - State Farm Insurance Agent is a trusted insurance agency located at 2002 Jimmy Durante Boulevard in Del Mar, California, United States. Todd DeRenzis is a fourth-generation State Farm agent with a wealth of experience in helping policyholders navigate the complexities of insurance and asset protection. As a graduate of the University of San Diego and a proud member of the Surfrider Foundation, Todd is dedicated to serving his community and supporting local schools. In addition to offering a wide range of insurance products including auto, home, life, and business insurance, Todd DeRenzis is also licensed in Arizona to meet the insurance needs of clients in that state. Whether you need coverage for your car, home, business, or other assets, Todd and his team are committed to providing personalized service and tailored insurance solutions.

Oliver Stahl - State Farm Insurance Agent is a trusted insurance agency located at 2621 Denver Street in San Diego, California. Our mission is to provide comprehensive insurance coverage to the residents of San Diego and surrounding areas, including Chula Vista, North Park, Lemon Grove, Carlsbad, Clairemont, and UTC/La Jolla. With over 9 years of experience in the financial industry, we are dedicated to safeguarding your assets and ensuring your future security. Our team, led by experienced professionals like Amber Day, is committed to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. We offer a wide range of insurance and financial services, including auto insurance quotes, life insurance, and annuities. Our bilingual services in English and Spanish ensure that we can cater to the diverse needs of our clients.

California Flood Insurance Services is a reputable insurance agency located at 7960 Silverton Avenue in San Diego, California. Specializing in flood insurance, they provide comprehensive coverage to protect homes and properties against the devastating effects of flooding. With a team of experienced professionals, California Flood Insurance Services is dedicated to providing personalized service and finding the best insurance solutions for their clients. Whether you are a homeowner, renter, or business owner, you can trust California Flood Insurance Services to help you safeguard your assets and provide peace of mind in the face of potential flood risks.

Insurance Incorporated is a reputable health and insurance agency located at 3400 Central Avenue in Riverside, California. With over six decades of experience, our knowledgeable agents have been providing quality insurance coverage since 1958. We offer comprehensive insurance solutions to individuals, families, and businesses across the Western United States, including California, Nevada, and Arizona. Our agency has expanded to eight office locations in the Greater Los Angeles and San Diego area, including Riverside, Ventura, Santa Barbara, and more. We work with the state's leading insurance carriers to offer a full line of personal, business, and employee benefits insurance products.

Be-Sure Insurance Solutions is a reputable insurance agency located at 4650 Border Village Road in San Diego, California. Specializing in accounting, finance, and insurance services, our dedicated team of professionals is committed to providing personalized solutions to meet all your insurance needs. With a focus on customer satisfaction and a strong reputation for reliability, Be-Sure Insurance Solutions is your trusted partner for all things insurance. Contact us today to learn more about how we can help protect you and your assets.

Bernardo Vasquez - State Farm Insurance Agent is a trusted insurance agency located at 460 Third Avenue, Chula Vista, California, United States. Our office is conveniently located half a block North of H Street, across the street from KFC. We are available 24/7 to serve the Chula Vista and San Diego communities with a wide range of insurance products including auto, life, and health insurance. Our experienced team is dedicated to providing the highest level of service and building lasting relationships with our clients. Whether you prefer face-to-face meetings, phone consultations, or online assistance, we are here to help protect your family, assets, and lives. Stop by our office to meet our team, including licensed team member Wendy who is bilingual in English and Spanish, and customer service representative Kat who can also assist in both languages. We offer a variety of insurance and financial services to meet your needs. Contact us today for a personalized quote or visit our website for more information. Remember to protect your personal information and consult with a tax or legal advisor for advice on your individual circumstances.

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.

The Law Office of Ilona Antonyan, APC, located at 402 West Broadway in San Diego, California, is dedicated to aggressively preserving and protecting what is important to you - your family, finances, and assets. With a results-driven approach and a commitment to always being methodical®, Antonyan Miranda is known for their bold representation style in even the largest and most complex family law cases. Their team includes Certified Family Law Specialists and Certified Appellate Law Specialists, as well as dedicated discovery attorneys and a forensic accountancy department. If you are facing a challenging family law situation, choose Antonyan Miranda to avoid mediocrity® and protect yourself at all times®. Visit their office in Newport Beach or contact them for expert legal representation.

Pierre Tax and Wealth Management is a reputable accounting and finance institution located at 1455 Frazee Road in San Diego, California, United States. With a team of experienced professionals, we provide expert tax preparation, wealth management, and financial planning services to individuals and businesses. Our goal is to help our clients achieve financial success and security through personalized strategies tailored to their specific needs and goals. Trust Pierre Tax and Wealth Management to guide you towards a secure financial future.

Farmers Insurance - Jeffrey Milber is a trusted insurance agency located at 8745 Aero Drive in San Diego, California. With over 20 years of experience, Jeffrey Milber is your local Farmers® Insurance Agent serving communities across California and Arizona. His agency has received numerous awards, including Toppers Club and 2021 Commercial Elite Agent status, highlighting their expertise in commercial insurance. Jeffrey comes from a family with a background in the insurance industry, giving him a deep understanding of the importance of insurance from a young age. Specializing in home insurance, particularly in wildfire-prone areas, Jeffrey and his team are dedicated to helping you protect your most valuable assets. Whether you need coverage for your car, home, life, renters, business, or condo, Farmers Insurance - Jeffrey Milber offers a range of options to suit your needs and budget. With competitive rates and multi-line insurance discounts, they ensure that you receive comprehensive coverage at an affordable price.

Fidelity National Title Company is a finance and insurance agency located at 7565 Mission Valley Road in San Diego, California. With a focus on providing top-notch title insurance services, Fidelity National Title Company ensures that clients have peace of mind when it comes to property ownership and real estate transactions. Their experienced team is dedicated to delivering reliable and efficient services to protect clients' investments and assets. Trust Fidelity National Title Company for all your title insurance needs in the San Diego area.

Mike Foley - State Farm Insurance Agent is located at 5210 Balboa Avenue in San Diego, California. As an insurance agency, we are dedicated to providing personalized attention and expert advice to help you navigate your auto and home insurance needs. With over 41 years of experience, our office is committed to ensuring that you have the coverage you need to protect yourself and your assets. Whether you are buying a fixer-upper or need to review your home insurance coverage, our team is here to help you every step of the way. We understand the importance of staying informed and up-to-date on your insurance policies, which is why we offer tips and guidance to help you make informed decisions.

Colleen Field: Allstate Insurance is a trusted insurance agency located at 930 West Washington Street in San Diego, California. With a focus on providing top-notch insurance solutions, Colleen Field and her team strive to protect their clients' assets and loved ones. Whether you need auto, home, life, or business insurance, Colleen Field: Allstate Insurance is dedicated to helping you find the coverage that fits your needs. Contact them today to learn more about their personalized insurance options and exceptional customer service.

CFG Wealth Management is a leading finance institution located at 4370 La Jolla Village Drive in San Diego, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build a comprehensive financial plan, we are here to help. With a focus on integrity, transparency, and innovation, CFG Wealth Management is committed to providing top-tier financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.

Morris & Garritano Insurance, located at 1122 Laurel Lane in San Luis Obispo, California, has been serving clients since 1885. With a tradition of earning trust at the time of purchase and at the time of need, they specialize in providing excellent insurance products and services tailored to each client's unique needs. Their team of experts takes the time to understand your business needs and financial objectives to create a customized insurance plan that fits your operations. Whether you need group employee benefit programs, personal insurance policies, or fleet protection, Morris & Garritano has you covered.

Carlos Romero Insurance Services is a trusted insurance agency located at 4151 El Cajon Boulevard in San Diego, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced agents is dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, we are here to guide you through the process and ensure you have the peace of mind knowing you are properly covered. Contact us today for a consultation and let us help you secure your future.

Callahan Attorney Services is a finance institution located at 3268 Governor Drive in San Diego, California. We specialize in providing expert legal services for a wide range of financial matters, including estate planning, tax law, and business transactions. Our team of experienced attorneys is dedicated to helping clients navigate complex financial issues with professionalism and expertise. Contact us today to learn more about how Callahan Attorney Services can assist you with your financial needs.

The Law Offices of Rosenstein & Associates, located at 28600 Mercedes Street in Temecula, California, is a professional law corporation specializing in accounting, finance, and legal services. With over 100 years of combined legal experience, our attorneys are dedicated to providing expert legal advice on general business matters to clients throughout Southern California, including Riverside, San Diego, San Bernardino, Orange, and Los Angeles Counties. We offer a wide range of services, including drafting and reviewing contracts, estate planning, business litigation, trademark and copyright protection, taxation assistance, bankruptcy reorganization, and more. Our team of experienced attorneys, led by founder Robert B. Rosenstein, is committed to delivering the highest level of legal expertise while upholding professionalism and solid ethics.

Moore, Schulman & Moore, APC is a distinguished law firm located at 12220 El Camino Real in San Diego, California, United States. With generations of experience and board-certified attorneys, we specialize in providing efficient and cost-effective solutions for divorce and family law matters. Our team of skilled lawyers is dedicated to guiding individuals through the complexities of divorce with compassion and expertise. Whether your case can be resolved through mediation or requires litigation, you can trust our team to advocate for your best interests. As Board Certified Family Law Specialists, our founders have the knowledge and experience to handle any divorce or family-related legal issue. At Moore, Schulman & Moore, APC, we are committed to simplifying the divorce process and delivering exceptional service to help our clients successfully move forward. Trust us to protect your rights and assets during this challenging time. Contact us today for a consultation and let us help you navigate the family law system with honesty, attentiveness, and expertise.

Pacific Beach Insurance Service is a trusted insurance agency located at 1135 Garnet Avenue in beautiful San Diego, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping you protect what matters most. Whether you are looking for coverage for your home, auto, business, or life, we are here to guide you through the process and find the best policy to fit your needs. Contact us today to learn more about how we can help you safeguard your future.

Thi Menher & Associates Insurance Agency is a trusted institution located at 2535 Camino del Rio South in San Diego, California. Specializing in workers compensation, general liability, commercial auto, and business insurance, we are dedicated to providing our clients with the best coverage to protect what matters most in life. Our experienced team is well-versed in all lines of property and casualty coverage, catering to both personal and commercial needs. As an Independent agency, we work with a diverse range of top carriers to ensure that you and your assets are properly protected, reducing your risk through comprehensive insurance coverage. Insurance doesn't have to be complicated with us - we make the process easy and stress-free. Contact us today to discuss your insurance needs and let our experts customize a solution that is tailored specifically for you.