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TOP 30 Estate and legacy planning in Los Angeles, CA
22 results found
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The Legacy Lawyers, P.C.
The Legacy Lawyers, P.C. is a prestigious law firm located in Los Angeles, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are in need of estate planning, probate services, or assistance with wills and trusts, our knowledgeable lawyers are here to help. With a focus on preserving and protecting your legacy, The Legacy Lawyers, P.C. is committed to delivering personalized and professional representation. Contact us today at 11400 West Olympic Boulevard to schedule a consultation.
Mutual of Omaha® Advisors - Los Angeles
Mutual of Omaha® Advisors - Los Angeles is a finance and insurance agency located at 10880 Wilshire Boulevard, Los Angeles, California, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to bring valuable exposure to your business, as well as a world-class CRM and extensive material library to help build your digital brand. We promote a work environment that takes your life into consideration and provide future growth options within the company.
Legacy One Law Firm
Legacy One Law Firm is a reputable legal institution based in Los Angeles, California, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Legacy One Law Firm is committed to helping you navigate the legal system with professionalism and expertise. With a focus on building lasting relationships and achieving successful outcomes for their clients, Legacy One Law Firm is a trusted choice for all your legal needs.
Alpha Consultants & Estate Planners
Alpha Consultants & Estate Planners is a trusted institution located at 1425 West Manchester Avenue in Los Angeles, California. Our team of experienced consultants and estate planners are dedicated to providing personalized and comprehensive services to help clients navigate the complexities of financial planning, estate management, and tax strategies. With a focus on integrity and professionalism, we strive to empower our clients to achieve their financial goals and secure their legacy for future generations. Contact us today to learn more about how we can assist you in planning for a secure and prosperous future.
Resolve Law Firm
Resolve Law Firm, located at 10727 Paramount Boulevard in Downey, California, is a trusted institution specializing in bankruptcy law. With a mission to provide compassionate and personalized legal services, the experienced team at Resolve Law Firm is dedicated to helping clients achieve financial freedom and a fresh start. Led by attorney Le’Roy Roberson, who holds a law degree from Pepperdine University, the firm offers expert guidance on various legal matters related to bankruptcy. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, Resolve Law Firm will carefully explain all your options and help you navigate the complexities of the process. With a commitment to fair and transparent pricing, the firm ensures that clients know what to expect financially from the start. Additionally, Resolve Law Firm offers comprehensive legal advice beyond bankruptcy, including credit repair, debt management, and estate planning, to help clients rebuild their financial future.
Selters & Selters, Attorneys at Law
Selters & Selters, Attorneys at Law, located at 399 West Mission Boulevard in Pomona, California, is a trusted law firm specializing in probate and estate planning services. With over a century of experience serving the community, our family-owned firm offers personalized and knowledgeable representation to meet our clients' needs and wishes. Our practice areas include probate, living trusts, wills, estate planning, conservatorships, guardianships, and trust administration. Our team of experienced attorneys can assist with preparing your family legacy, including drafting wills, trusts, healthcare directives, and financial power of attorneys. We handle probate matters in courts across Los Angeles, San Bernardino, Riverside, and Orange Counties. Let Selters & Selters take care of your estate planning and probate needs, so you can focus on taking care of your family and loved ones.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.
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.
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.
Crafted Wealth Management
Crafted Wealth Management is a premier financial institution located in the bustling city of Los Angeles, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Crafted Wealth Management is here to guide you every step of the way. Trust us to craft a personalized financial plan that will help you reach your financial aspirations.
The Stanton-Lindus Group - Morgan Stanley
The Stanton-Lindus Group at Morgan Stanley is a leading financial institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. With a focus on providing top-notch financial services and investment advice, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our experienced professionals are here to guide you every step of the way. Trust in The Stanton-Lindus Group at Morgan Stanley for all your financial needs.
Lenox Advisors
Lenox Advisors is a leading financial institution located at 444 Flower Street in Los Angeles, California. As a trusted provider of financial services, Lenox Advisors offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lenox Advisors is committed to delivering exceptional service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, managing investments, or seeking insurance solutions, Lenox Advisors is dedicated to helping you secure a prosperous future.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Los Angeles, California, is dedicated to helping individuals and families achieve their financial goals and create a lasting legacy. Our team of experts works with a diverse range of clients, including business owners, corporate executives, and modern families, offering tailored advice and strategies. We believe in giving back to the community and have provided over $8 million in charitable contributions and volunteer hours in the past three years. Our services include investment and insurance products, as well as guidance on growing and diversifying your portfolio. Contact us today to learn how we can help you secure your financial future.
Isaacs & Paller Wealth Management of Raymond James
Isaacs & Paller Wealth Management of Raymond James is a prestigious finance institution located at 6320 Canoga Avenue in Los Angeles, California, United States. Our team of experienced financial advisors specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are dedicated to providing expert advice and guidance every step of the way. Trust Isaacs & Paller Wealth Management of Raymond James to help you secure your financial future.
Core Family Office
Core Family Office is a comprehensive financial services institution located at 6700 Fallbrook Avenue in Los Angeles, California. Specializing in finance, insurance, and real estate services, Core Family Office is dedicated to providing top-tier financial management and wealth preservation solutions for individuals and families. With a team of experienced professionals, Core Family Office offers personalized services tailored to meet the unique needs and goals of each client. Whether seeking investment advice, insurance coverage, or assistance with real estate transactions, clients can trust Core Family Office to deliver expert guidance and support.
Bank of America Private Client Advisor Steven Raymond Dias
Bank of America Private Client Advisor Steven Raymond Dias is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. Steven Dias, a Managing Director and Private Client Advisor, specializes in building relationships with high-net-worth individuals, business owners, family offices, and private foundations. With a background in business banking, Steven and his team provide professional oversight on various financial aspects such as cash flow management, tax minimization, banking solutions, business succession, legacy planning, and philanthropic strategies. They offer specialized lending solutions for real estate, airplanes, yachts, securities, fine art, and collectibles. The team at Bank of America Private Bank is dedicated to creating personalized wealth management plans based on trust, personal experience, and the unique needs of each client. They aim to help individuals, families, businesses, and institutions achieve their financial objectives by providing disciplined financial strategies and innovative solutions. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.
Bank of America Private Client Advisor Jennifer N Lee
Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
Bank of America Private Client Advisor Jonathan (Jon) Fumio Alika Shibata
Bank of America Private Client Advisor Jonathan (Jon) Fumio Alika Shibata is a Senior Vice President at Bank of America Private Bank in Los Angeles, California. Jon provides tailored financial advice to high- and ultra-net-worth families, entrepreneurs, and non-profit institutions, covering wealth planning, investment management, trust and estate planning, philanthropic strategies, and credit and lending solutions. With a team of specialists, Jon crafts thoughtful financial strategies to meet each client's unique needs and priorities. He helps business owners navigate complex situations, offers philanthropic services, and assists families in creating long-lasting legacies. Jon's expertise and guidance help families make informed decisions about their future and achieve their financial goals. As a mentor and leader within the bank, Jon continuously strives to improve client relationships and provide innovative solutions. With a background in finance and a commitment to community development, Jon is dedicated to making a positive impact both professionally and personally. Visit Bank of America Private Bank in Los Angeles for comprehensive wealth management services and personalized financial strategies to help you achieve your goals.
Merrill Lynch Financial Advisor Kristine Morcos
Merrill Lynch Financial Advisor Kristine Morcos, located at 333 South Hope Street, Los Angeles, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. Kristine Morcos has experience in managing concentrated stock positions, retirement planning, inheritance, and business sales, as well as providing access to trust and estate planning services. The team at Merrill Lynch Wealth Management believes in building personalized plans centered on your goals and priorities, with a focus on managing investment risk. By getting to know you and your family, they can help you pursue your financial goals while also considering your legacy and future generations. With access to investment insights and banking solutions, they work with you to develop an approach tailored to your financial needs. The team is committed to staying on track with your goals, adjusting your financial approach as needed, and providing the latest investment insights and strategies to help you achieve financial success. Contact Kristine Morcos for personalized investment strategies and comprehensive financial solutions to help you navigate the financial landscape and pursue your goals.
Merrill Lynch Financial Advisor Brian A Bonvechio
Merrill Lynch Financial Advisor Brian A Bonvechio, located at 333 South Hope Street in Los Angeles, California, is a finance institution that specializes in serving affluent families and the business community. The Pantucci Bonvechio Group, of which Brian A Bonvechio is a part, offers a combination of investment expertise and unwavering dedication to client service. With a focus on ultra-high net worth individuals, families, and corporations, the team at Pantucci Bonvechio Group strives to develop long-term relationships with each client, providing personalized service and customized strategies to help pursue their financial goals. As a Bank of America Global Institutional Consultant, the group has the knowledge and experience to navigate the complexities of the financial landscape and provide tailored solutions for institutional investors. Additionally, they offer institutional investments, philanthropic solutions, and corporate retirement and benefit plan services. Recognized on the Forbes "Best-in-State Wealth Management Teams" list, Pantucci Bonvechio Group is committed to exceeding client expectations and providing insightful guidance to help preserve and grow assets. With a high level of commitment, teamwork, and personalized service, the team at Pantucci Bonvechio Group is dedicated to helping clients strengthen and grow their organizations and fulfill their financial goals.
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