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TOP 30 Estate and legacy planning in Thousand Oaks, CA
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Wood Law, Wills and Trusts
Wood Law, Wills and Trusts is a prestigious institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Specializing in estate planning, trust, and probate law, the institution is led by Stephen, a State Bar of California Certified Specialist in Estate Planning, Trust, and Probate Law. With nearly a decade of experience, Stephen is dedicated to helping clients create a solid estate plan that ensures their wishes are carried out and their loved ones are taken care of. At Wood Law, Wills and Trusts, clients can expect personalized attention and clear explanations of the legal process. Stephen believes in building long-lasting relationships with his clients and is committed to providing ongoing support even after the estate plan is signed. With a strong focus on education, Stephen offers valuable insights into estate planning and guides clients through the process with ease.
New York Life
New York Life, located at 1534 North Moorpark Road in Thousand Oaks, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth 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. They also provide coverage for everyday tasks assistance, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, designed to help pay for college or other education expenses, and even allows you to start receiving income now with the potential for additional earnings. New York Life provides expertise and guidance to create an investment strategy tailored to your needs, as well as help with estate planning to protect your legacy.
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