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TOP 30 Estate and legacy planning in California
314 results found
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Pavia Law, Inc., a Professional Corporation
Pavia Law, Inc., a Professional Corporation, is a law firm located in Tracy, California, United States. Founded and led by John B. Pavia, a skilled attorney with over 15 years of experience in estate planning, business law, and real estate transactions. John earned his Juris Doctor from Santa Clara University and has a strong background in business administration and economics. As a licensed real estate broker, he brings a unique perspective to his legal practice. Prior to establishing Pavia Law, Inc., John was involved in a start-up technology company in Silicon Valley, where he gained valuable experience in various legal aspects of running a small business. His passion for working with small business owners, families, and individuals led him to relocate his practice to the central valley of California.
Law Offices of Latasha Wells Amerson
The Law Offices of Latasha Wells Amerson, located at 2271 Torrance Boulevard in Torrance, California, is a firm dedicated to providing customized Trusts & Wills for our clients. We combine the latest technology with personalized estate planning to create a unique experience that celebrates each client and their legacy. Whether you prefer an in-office meeting, a consultation in your home, a video call, or a telephonic appointment, we understand that your time is valuable. Contact us today for a personalized and professional legal service that will leave you saying WOW!
Mark Powell Law Corporation
Mark Powell Law Corporation is a trusted institution located at 801 Glenneyre Street in Laguna Beach, California. Specializing in estate planning, they provide comprehensive services to protect your family and provide peace of mind. With a focus on understanding your family values, needs, objectives, and concerns, they work with you to create a personalized estate plan that meets your specific needs. Their expertise extends to multigenerational planning, ensuring that your family is provided for well into the future. Whether you are looking to make charitable gifts or establish a legacy for generations to come, Mark Powell Law Corporation can help design the right plans for your values and goals.
Heritage Law, LLP
Heritage Law, LLP is a prestigious law firm located at 120 Vantis Drive in Aliso Viejo, California. Specializing in heritage law, our team of experienced attorneys is dedicated to protecting and preserving our clients' legacies for future generations. From estate planning to trust administration, we provide comprehensive legal services tailored to each client's unique needs. With a commitment to excellence and a reputation for success, Heritage Law, LLP is the trusted choice for all your heritage law needs. Contact us today to schedule a consultation.
Law Office of Bradley N. Etter, APC
The Law Office of Bradley N. Etter, APC is a prestigious institution located at 5 Peters Canyon Road in Irvine, California, United States. Specializing in tax and estate planning solutions for individuals and families, the Etter Law Group offers expert legal advice on strategies to help clients meet their goals and objectives. With a focus on building long-lasting relationships and providing exceptional client service, the attorneys at Etter Law Group are dedicated to helping clients live and leave a legacy on their own terms. In addition to tax and estate planning, the institution also offers legal services in entity choice decisions for new or existing businesses, including the preparation of all necessary documents. With decades of combined experience, the attorneys at Etter Law Group are able to recommend cutting-edge strategies tailored to each client's unique circumstances and goals.
Holstrom, Block & Parke, APLC
Holstrom, Block & Parke, APLC is a professional law corporation located at 135 South State College Boulevard in Brea, California, United States. Specializing in family law, estate planning, appeals, and probate law, our lawyers are dedicated to securing the best possible outcome for our clients. With Certified Family Law Specialists and experienced associates, we offer comprehensive legal services from offices in Corona, Riverside, Temecula Valley, San Diego, Vista, and Newport Beach. Our firm understands the challenges of divorce and family law matters, and we are committed to guiding our clients through these complex situations with compassion and expertise. Whether it's resolving disputes through mediation or representing clients in court, we prioritize protecting our clients' interests and securing their future.
Reardon Law Firm
Reardon Law Firm, located in San Diego, California, is a trusted institution specializing in estate planning and succession. Led by Jennifer Reardon, a skilled lawyer with 20 years of experience as a Certified Public Accountant, the firm helps clients navigate the complexities of estate planning to ensure their wishes are carried out smoothly. With a focus on minimizing family drama and maximizing tax efficiency, Reardon Law Firm provides comprehensive and customized estate plans tailored to each client's unique situation. Clients praise Jennifer's attentiveness, expertise, and dedication to their family's well-being, making them grateful and happy clients. Don't leave your loved ones to fight over your assets - let Reardon Law Firm help you secure your legacy with a solid estate plan.
Spiegler Jagolinzer, APC
Spiegler Jagolinzer, APC is a reputable law firm located in San Diego, California, with a legacy of over 50 years specializing in business and real estate law. Our team is dedicated to providing top-quality legal solutions to our clients, adapting to their needs and the ever-changing legal environment. We offer a range of services including formation and maintenance of corporations, partnerships, and LLCs, preparation of agreements for mergers and acquisitions, tax planning, real estate transactions, commercial financing, and lease negotiations. Our mission is to serve as trusted advisors, partners, and advocates for our clients' legal and business goals.
Wills & Trusts Incorporation/Llc
Wills & Trusts Incorporation/Llc is a reputable institution located at California 74 in Lake Elsinore, California, United States. We specialize in providing expert legal services related to wills and trusts, ensuring that our clients have peace of mind knowing their assets and estates are properly protected and distributed according to their wishes. With a team of experienced professionals, we offer personalized guidance and support to help individuals and families navigate the complexities of estate planning. Trust Wills & Trusts Incorporation/Llc to safeguard your legacy for future generations.
Kelsch Law Group
Kelsch Law Group, located at 2120 River Plaza Drive in Sacramento, California, is a trusted institution that provides comprehensive estate planning and business legal solutions. Our experienced team offers guidance for setting up various business entities, such as sole proprietorships, partnerships, LLCs, and corporations, ensuring a strong legal foundation for your business. We also specialize in creating wills, revocable living trusts, trust administration, power of attorney agreements, healthcare directives, and handling probate matters to ensure that your legacy is passed down according to your wishes. Our legal experts can draft contracts, terms and conditions, non-disclosure agreements, employment contracts, and other important documents to protect your business interests.
Law Office Matthew W. Harris
The Law Office of Matthew W. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is dedicated to protecting families and preserving legacies. Led by Matthew W. Harris, Esq., LL.M, the office offers services in estate planning, conservatorship, probate, trusts, elder law, and more. Whether you need assistance in planning for the future, navigating the complexities of conservatorship, or handling the legal matters following the loss of a loved one, the team at Matthew W. Harris is committed to guiding you through the process with empathy and expertise. Their personalized approach ensures that your unique needs are understood and met, providing you with peace of mind and confidence in securing your legacy. With a focus on making estate planning and trusts accessible and understandable, the Law Office of Matthew W. Harris is here to support you every step of the way. Contact them today for a stress-free estate planning experience and a smooth probate journey.
Jorge Carrillo
Jorge Carrillo is an insurance agency located at 4365 Executive Drive, San Diego, California, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution helps pay for everyday tasks assistance, replaces lost income due to sickness or injury, and provides professionally managed investments with potential market gains. Jorge Carrillo also offers bundled investments with low fees, investments for education expenses, income solutions, and guidance for creating investment strategies and estate plans. They provide insurance options for employees, executives, business owners, and other services to help small businesses thrive. The institution aims to simplify the process of getting started by identifying potential needs and setting up an estate plan to protect your legacy.
New York Life Insurance Company - Miguel Mata
New York Life Insurance Company - Miguel Mata, located at 9280 West Stockton Boulevard in Elk Grove, California, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market for potential gains. In addition to providing protection for everyday tasks, lost income due to sickness or injury, and investments for college or education expenses, New York Life Insurance Company - Miguel Mata also offers expert guidance on creating investment strategies and estate plans to protect your legacy. They specialize in insurance for employees, executives, business owners, and small businesses, with options tailored to meet various financial needs.
Francisco Marin, Agent - New York Life
Francisco Marin, Agent - New York Life is a finance and insurance agency located at 9280 West Stockton Boulevard, Elk Grove, California, United States. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution offers long-term coverage that is highly customizable to individual needs and budgets. Clients have the option to invest their policy's cash value in the market, providing potential market gains. The institution also offers investments designed to help pay for college expenses and other education costs. Additionally, Francisco Marin, Agent - New York Life provides insurance solutions for employees, executives, business owners, and small businesses, with options to help them thrive and protect their financial futures. The institution offers expert guidance in creating investment strategies and planning for future financial needs, as well as assistance in setting up estate plans to protect legacies.
Traci Paidl, Bankers Life Agent
Traci Paidl, Bankers Life Agent is an insurance agency located at 1512 Eureka Road in Roseville, California. As a Bankers Life Agent, Traci Paidl offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Traci Paidl is committed to helping clients find the coverage that best meets their needs. Whether it's life insurance, long-term care insurance, or retirement planning, Traci Paidl is dedicated to providing expert guidance and support to ensure peace of mind and security for her clients.
Lincoln National Life Insurance Co
Lincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.
Liza Hanks
Liza Hanks is a law institution located at 2570 West El Camino Real in Mountain View, California, United States. Specializing in estate planning, Liza Hanks is passionate about creating inheritances with impact and legacies with meaning. The institution believes in inspiring generosity, creativity, and intentionality in preparing for the inevitable future. Through discussions with industry experts such as Nicole Taylor, CEO of the Silicon Valley Community Foundation, classical pianist Adam Tendler, and end-of-life planning specialist Tracey Walker, Liza Hanks offers insights into community foundations, the emotional complexities of inheritance and loss, the role of Death Doulas, and the importance of green burials.
Ferrari Ottoboni Caputo & Wunderling LLP
Ferrari Ottoboni Caputo & Wunderling LLP is a boutique law firm located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in accounting, finance, and legal services, our legacy is built on providing top-notch representation for high-net-worth clients and growing companies. Our founding partner, esteemed mentor, has recently passed away, but our team of experienced attorneys continues to provide guidance to clients on various legal matters affecting their personal and professional lives. Whether it's estate planning, business law, real property issues, or customer complaints, our attorneys are here to help navigate through any legal challenges. During the holidays, many people choose to give money or assets to their loved ones, and our team can provide advice on the best ways to do so.
Law Firm of Kavesh, Minor & Otis
The Law Firm of Kavesh, Minor & Otis, located in Los Angeles, California, is one of the oldest and most experienced estate planning law firms in Southern California. With a focus solely on estate planning, the firm has helped thousands of families with their estate planning, trust, and probate administration needs. Their team of three State Bar Certified Specialists has over 35 years of experience in designing and building over 15,000 Living Trust estate plans. They have successfully implemented over 4,000 plans after clients have passed, giving them invaluable insight into creating estate plans that actually work as intended.
Bridge Law LLP
Bridge Law LLP is a prestigious law firm located at 611 Wilshire Boulevard, Los Angeles, California, United States. Specializing in both domestic and international counsel to families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We also provide tax planning services to help you save on various taxes such as property taxes, federal and state income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can assist with business formations, mergers & acquisitions, and tax planning, while our international law attorneys are well-versed in integrating local and foreign regulations into each client's unique business objectives. With decades of experience representing countless clients throughout California, the United States, and abroad, our attorneys are former litigators and transactional attorneys with a proven track record of success.
Vistas Law Group, LLP
Vistas Law Group, LLP is a trusted institution located at 1150 South Olive Street, Los Angeles, California. Specializing in estate planning, probate, and trust litigation, Mario Vega and Louie Ruiz bring over 25 years of combined expertise to provide skilled guidance in these areas. The institution offers personalized, bilingual services in English and Spanish, prioritizing effective and compassionate solutions for their clients. Unlike a "cookie-cutter" approach, Vistas Law Group values personalized counsel and understands that an estate plan is more than just documents—it's about understanding the unique needs and concerns of each individual. With a vast background in trust and estate litigation, the institution anticipates potential issues to ensure clients receive a plan that stands the test of time.
CunninghamLegal
CunninghamLegal is a highly specialized institution located at 7755 Center Avenue in Huntington Beach, California, United States. They offer more than just a Will - they provide comprehensive Living Trust and Estate Planning services tailored to each family's unique needs. Their team of knowledgeable and caring attorneys can guide you through the complex process of asset allocation within a Living Trust, ensuring your wishes are carried out effectively. In addition to traditional estate planning services, CunninghamLegal also offers savvy tax planning for high net worth families, designed to preserve wealth for future generations. They provide sophisticated legal services for real estate investors, including entity formation, purchase agreements, dispute resolution, and more.
Larson Law Group
Located at 3001 Red Hill Avenue in Costa Mesa, California, Larson Law Group is a trusted law firm specializing in probate, estate planning, and trust administration services. We prioritize your well-being, both during your lifetime and after, by ensuring that your estate is managed according to your wishes. Our personalized probate administration services provide support for your family and uphold your values. At Larson Law Group, we understand the importance of creating a comprehensive estate plan tailored to your unique circumstances. Our customized estate planning services aim to protect your legacy and provide for your loved ones according to your wishes. We offer expert guidance and address the complexities of trust administration with efficiency and proficiency to ensure the seamless management of your trust assets.
Law Offices of Joseph Adelizzi
The Law Offices of Joseph Adelizzi, located at 2211 Encinitas Boulevard in Encinitas, California, is dedicated to helping individuals plan for the future and protect their assets. With over 35 years of experience, founder Joseph Adelizzi and his legal team have assisted numerous families in estate planning and legal matters. From setting up special needs trusts to reviewing estate plans, the firm ensures that clients' wishes are carried out effectively. Whether you are facing major life events or simply want to secure your legacy, the Law Offices of Joseph Adelizzi is here to guide you through the process. Schedule a call with the firm to learn more about the different estate plans available and start planning for your future today. With a compassionate and knowledgeable approach, Joseph Adelizzi and his team are committed to helping clients navigate the complexities of estate planning with ease.
Kelsch Law Group
Located in San Diego, California, Kelsch Law Group is dedicated to providing comprehensive estate planning and business legal solutions. Our experienced team offers legal guidance for establishing various business entities, such as sole proprietorships, partnerships, LLCs, and corporations, ensuring your business starts off on a strong legal foundation. In addition to business legal services, our firm also specializes in creating wills, revocable living trusts, trust administration, power of attorney agreements, healthcare directives, and handling probate matters. We strive to help you ensure that your legacy is passed down according to your wishes.
ZRC Wealth Management, LLC.
ZRC Wealth Management, LLC. is a finance institution located at 1050 Adams Street in St. Helena, California, United States. Specializing in wealth management services, ZRC provides personalized financial planning and investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced financial professionals, ZRC Wealth Management, LLC. is dedicated to helping individuals and families achieve their financial objectives and secure their financial future.
Coastal Wealth Management Group - Morgan Stanley
Coastal Wealth Management Group - Morgan Stanley is a leading finance institution located at 750 Lindaro Street in San Rafael, California, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. With a focus on building long-term relationships based on trust and integrity, Coastal Wealth Management Group is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Redwood Grove Wealth Management
Redwood Grove Wealth Management is a boutique financial life planning firm located at 100 Larkspur Landing Circle in Larkspur, California. Our mission is to empower busy families and independent women to lead fulfilling lives with financial peace of mind. We offer comprehensive financial planning and portfolio management services on a fee-only basis. At Redwood Grove, we believe in giving back to the community through pro bono work and financial education for children. We are also committed to environmental sustainability and minimizing our carbon footprint as stewards for our clients' capital.
Cerity Partners
Cerity Partners is a leading financial institution located at 345 California Street in the heart of San Francisco, California. As a trusted partner in finance, Cerity Partners offers a wide range of services including wealth management, investment advisory, and financial planning. With a team of experienced professionals and a commitment to personalized service, Cerity Partners is dedicated to helping clients achieve their financial goals and secure their financial future.
The Menlo Group - Morgan Stanley
The Menlo Group at Morgan Stanley is a prestigious finance institution located at 2882 Sand Hill Road in Menlo Park, California, United States. With a reputation for excellence and expertise in the financial industry, the Menlo Group offers a wide range of services to help clients achieve their financial goals. Whether it's investment management, wealth planning, or retirement strategies, the team at The Menlo Group is dedicated to providing personalized and comprehensive solutions to meet the needs of each individual client. Trust in The Menlo Group at Morgan Stanley for all your financial needs.
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