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TOP 30 Estate and trust planning in City of Industry, CA
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Presidio Commercial Real Estate
Presidio Commercial Real Estate, located in Montecito, California, is a premier real estate agency specializing in tailored planning for buying and selling properties. Led by founder Blake Andrews, who has over 20 years of experience in real estate and business valuations, the team at Presidio offers prompt communication, local expertise, and impeccable process. Whether you are looking to buy, sell, grow, restructure, or right-size your business or home, Presidio will minimize your frustration while maximizing values. Presidio offers services such as tenant representation, owner representation, buyer representation, and seller representation. They have the industry intelligence, future thinking, and a 360 view of how your real estate fits with your lifestyle, business, and portfolio. Trust Presidio Commercial Real Estate to find the space you need, know who's looking for your property, and handle your real estate needs with expertise and care.
John's Financial and Health Services
John's Financial and Health Services, located at 223 Dressler Avenue in Santa Maria, California, is a comprehensive finance, health, and insurance agency. As a dedicated fiduciary, Allmerits Asset, LLC understands the unique needs of each client and strives to help them achieve their financial goals regardless of market conditions. The institution offers expert financial advice for businesses and individuals, as well as premier financial services including retirement planning, protection for families and businesses, college savings, and estate planning. Allmerits Healthcare experts at John's Financial and Health Services are known for being the most reliable Medicare agency, providing up-to-date insurance options and solutions to make signing up for Medicare plans easier for clients. The institution works with companies with the highest financial ratings to secure clients' assets and wealth, offering unbiased financial analyses and customization services to meet individual objectives.
Law Office of Marisa Nelson, PC
The Law Office of Marisa Nelson, PC is a reputable legal firm located in San Carlos, California. Specializing in various areas of law, including family law, estate planning, and business law, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. With a focus on personalized attention and professional representation, we strive to achieve the best possible outcomes for each case. Whether you are facing a divorce, drafting a will, or starting a new business, you can trust the Law Office of Marisa Nelson, PC to guide you through the legal process with expertise and care. Contact us today to schedule a consultation at our office on 1300 Industrial Road.
Law Offices of Tobie B. Waxman
The Law Offices of Tobie B. Waxman is a reputable law firm located at 400 Corporate Pointe Walk in Culver City, California. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need of legal assistance. With a commitment to delivering high-quality service and achieving favorable outcomes for their clients, the Law Offices of Tobie B. Waxman is a trusted name in the legal industry. Whether you are facing a personal injury case, need assistance with business law, or require help with estate planning, their team is dedicated to providing personalized solutions tailored to meet your specific needs. Contact them today for professional legal representation you can trust.
Law Offices of Edward S. Wallace
The Law Offices of Edward S. Wallace, located at 32451 Golden Lantern in Laguna Niguel, California, offers estate planning services and personal injury representation from a seasoned and knowledgeable resource. Attorney Edward S. Wallace is experienced, trusted, and results-driven, providing a personal approach that clients appreciate. Mr. Wallace works with discerning clients who value personal service and trust in their attorney. His attention to detail, skilled communication, and commitment to his clients' best interests set him apart. With expertise in estate planning, Edward Wallace helps clients create expertly-crafted estate plans to protect their assets and loved ones.
Preston Estate Planning
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.
Law Office of Kou Lor
The Law Office of Kou Lor is a reputable legal institution located in Sacramento, California. With a wide range of experience in civil litigation, including personal injury, wrongful death, and insurance disputes, our team is dedicated to providing quality representation to clients throughout California. As former defense attorneys for insurance companies, we have unique insight into the industry, allowing us to effectively value claims and navigate the legal process. Our attorneys are committed to personally handling each case, ensuring that clients receive individualized attention and support. We offer free initial consultations and competitive fees, with personal injury cases taken on a contingency fee basis. Whether you visit our office or require a home visit, the Law Office of Kou Lor is here to advocate for your legal rights and secure the compensation you deserve.
Law Offices of Brian A. Witkin
The Law Offices of Brian A. Witkin, located in San Diego, California, is a reputable institution specializing in entertainment law. Led by Brian Witkin, an experienced attorney and award-winning musician and producer, the firm offers comprehensive legal services tailored to the unique needs of clients in the entertainment industry. With a deep understanding of both the legal and creative aspects of entertainment, Brian and his team provide expert guidance and representation to help clients navigate complex legal issues and achieve their goals. Whether you are a musician, producer, actor, or other entertainment professional, the Law Offices of Brian A. Witkin is dedicated to protecting your rights and helping you succeed in the competitive entertainment industry.
LEE TAX AND LAW OFFICE
Lee Tax and Law Office is a professional institution located at 3020 Beacon Boulevard in West Sacramento, California. We specialize in accounting, finance, and legal services, catering to individuals, startups, established businesses, and nonprofit organizations. Our services include payroll reconciliation to bank records, financial statements, workers' compensation audits, unemployment claims, corporate and partnership tax preparation, local and state sales tax compliance, state and federal payroll tax, W-2, W-3, and 1099 forms, tax planning strategies, state and federal income tax preparation, trusts and estates, self-employment matters, strategic entity formation, funding, equity incentive plan matters, founder issues, corporate governance, entity conversion, letters of intent, customer and distributor contracts, manufacturing and supplier contracts, commercial leases, residential rental agreements, intellectual property licenses, joint ventures, sale of a business, purchase of a business, merger, spinout, real estate acquisitions and dispositions, and strategic investments.
Rickman and Associates
Rickman and Associates is a leading institution located at 5030 Camino De La Siesta in San Diego, California. With a strong reputation for excellence, our team of professionals offers a wide range of services to meet the needs of our clients. From financial planning and investment management to tax preparation and estate planning, we are dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and expert advice, Rickman and Associates is the trusted choice for all your financial needs.
Bank of America Private Client Advisor Shane Boex
Bank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. 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. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Essential Trust Financial Insurance Solutions
Essential Trust Financial Insurance Solutions, located at 4590 Macarthur Boulevard in Newport Beach, California, is a holistic financial planning firm dedicated to providing personalized financial solutions for individuals, industries, and professions. With a focus on building trust through clear communication and education, our experienced team of Certified Financial Fiduciaries and Experienced Financial Planners work with clients to develop strategies that grow assets, protect them for the long term, and pass them down to loved ones. From retirement planning and investment strategies to estate planning and college funding, we offer a wide range of services to help clients achieve their financial goals. With a commitment to simplifying the process and providing peace of mind, Essential Trust Financial Insurance Solutions is your trusted partner in visualizing and planning your financial future. Contact us today to schedule your first session and start building a roadmap to financial success.
Real Estate Accountants
Real Estate Accountants is a trusted institution located at 2200 Eastridge Loop in San Jose, California, United States. Specializing in accounting and finance services for real estate professionals, our team of experts is dedicated to providing accurate and reliable financial guidance to help clients make informed decisions. Whether you are a real estate investor, developer, or property manager, Real Estate Accountants can assist you with tax planning, financial reporting, and other accounting needs. Trust us to help you navigate the complexities of the real estate industry and achieve your financial goals.
Sousa & Weber LLP (Combined with Moss Adams in 2022)
Sousa & Weber LLP, a renowned accounting and finance institution, has been a trusted name in the industry for years. Located at 2615 California 1 in Hermosa Beach, California, United States, this institution has provided top-notch financial services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Sousa & Weber LLP has built a strong reputation for reliability and expertise. In 2022, the institution joined forces with Moss Adams, further enhancing their capabilities and expanding their reach. Whether you're in need of tax preparation, financial planning, or business consulting, Sousa & Weber LLP (Combined with Moss Adams in 2022) is the go-to destination for all your accounting and finance needs.
Son and Associates, APC
Son and Associates, APC is an accounting and finance institution located at 2463 West 208th Street in Torrance, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their dedication to providing top-notch services and personalized solutions sets them apart in the industry. Whether you are an individual or a business owner, Son and Associates, APC is committed to helping you achieve your financial goals.
Shaan Afridi CPA -Tax Planning for Real Estate Investors in Orange County
Shaan Afridi CPA is a trusted institution specializing in tax planning for real estate investors in Orange County. Located at 1475 South State College Boulevard in Anaheim, California, this accounting and finance firm offers expert guidance and strategies to help real estate investors maximize their financial goals. With a focus on personalized service and industry expertise, Shaan Afridi CPA is dedicated to helping clients navigate the complexities of real estate tax planning to achieve optimal results.
J & S Real Estate Investments
J & S Real Estate Investments is a finance institution located at 481 East Whittier Boulevard in La Habra, California, United States. Our team at J & S Real Estate Investments recently had the privilege of spreading holiday cheer to the kids of the community in Lakewood, CA at Kidz Town on Carson Blvd. We are dedicated to serving our communities and providing top-notch services to our clients. Salena, Jesse, and Justin are experts in the industry with years of experience in helping families navigate through real estate transactions. Whether you are looking to buy or sell a property, facing financial issues, or need assistance with a tough situation, our team is here to help. We specialize in finding the right solutions for our clients and ensuring a smooth and stress-free experience.
My Rights Law - Long Beach Criminal, DUI, and Injury Lawyers
Welcome to My Rights Law - Long Beach Criminal, DUI, and Injury Lawyers, your trusted legal partner located at 5150 Pacific Coast Highway, Long Beach, California. Our dedicated team of experienced attorneys is committed to defending your rights and securing the best possible outcome for your case. If you’ve been charged with a criminal or DUI offense, it's crucial to act swiftly. Our skilled Long Beach criminal defense lawyers are ready to provide you with an aggressive defense strategy tailored to your unique situation. Facing criminal charges can be life-altering, and the stress involved is often overwhelming. Our attorneys understand the gravity of your situation and are here to alleviate your concerns by offering expert legal guidance. We have a proven track record of success in defending clients against a wide array of charges, including DUI, assault, domestic violence, theft, drug offenses, and more. Whether you are guilty or innocent, our goal is to ensure you have a robust defense and a more favorable outcome.
Royal Bank of Canada Wealth Managemen
Welcome to RBC Wealth Management, located at 2361 Rosecrans Avenue, El Segundo, California. As a premier provider of financial and investment services, we are dedicated to helping you achieve your life goals through a personalized and strategic approach. Our team combines deep industry knowledge with innovative technology to craft wealth management strategies that are tailored to your unique needs and aspirations. At RBC Wealth Management, we understand that your financial journey is about more than just numbers—it's about what matters most to you, whether it's securing your family's future, growing your business, or making a meaningful impact through philanthropy. Our advisors work closely with you to develop flexible plans that adapt to life's inevitable changes, ensuring that your wealth is protected and can flourish for generations to come.
Davidson Group | Bayside Real Estate
Welcome to Davidson Group | Bayside Real Estate, your trusted real estate consultants serving Manhattan Beach, Hermosa Beach, and the South Bay area. Located at 920 Manhattan Beach Boulevard, Manhattan Beach, California, we are committed to delivering excellence and creating memorable experiences for our clients. At Davidson Group, we pride ourselves on our high-level professionalism, honesty, and integrity. Our team, led by Jennifer Davidson, combines extensive industry knowledge with exceptional listening skills and data interpretation abilities to achieve our clients' real estate goals. We treat our clients like family, providing a collaborative approach that offers every possible option to ensure the best outcomes.
Century City Realtors
Welcome to Century City Realtors, your premier real estate agency located at 5777 West Century Boulevard, Los Angeles, California. As Southern California realtors committed to your goals, our team of expert agents offers unparalleled experience across multiple real estate disciplines. We pride ourselves on delivering best-in-class service for every transaction, whether you're a property owner or a prospective buyer. At Century City Realtors, we leverage our extensive network of agents, developers, and referral partners to provide you with the best opportunities in the Southern California real estate market. Our aggressive property search strategies and robust relationships with property owners ensure that buyers have access to a diverse range of available properties. From first-time homebuyers to seasoned investors, our clients achieve their purchasing goals with our dedicated support and expertise.
imperial real estate
Welcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.
Free Evaluation Prior Real Estate Agent Bell Gardens
Welcome to "Free Evaluation Prior Real Estate Agent Bell Gardens," your trusted partner in navigating the dynamic real estate landscape of Los Angeles. Located at 6100 Florence Avenue, Bell Gardens, California, our agency is dedicated to providing exceptional real estate services tailored to meet your unique needs. In a city renowned for its thriving luxury home market, our expert team leverages extensive local knowledge and industry experience to deliver unparalleled results. From the bustling neighborhoods of Beverly Hills to the serene settings of Malibu, Los Angeles remains a prime destination for luxury real estate investments. Despite global market fluctuations, the city's residential home prices continue to soar, making it an opportune time to explore buying or selling opportunities.
Roni Gutierrez, Realtor @ Beach Cities Properties, Inc.
Welcome to Roni Gutierrez, Realtor @ Beach Cities Properties, Inc., your trusted partner in real estate located in the heart of Long Beach, California. Situated at 3960 North Studebaker Road, our agency is dedicated to serving the vibrant communities of Long Beach and the surrounding areas. With a deep understanding of the local real estate market, Roni Gutierrez and the team are committed to providing exceptional service, whether you are buying, selling, or investing in property. Our agency prides itself on personalized service, ensuring each client's unique needs and aspirations are met with professionalism and integrity. We offer a comprehensive range of real estate services, including market analysis, property valuation, and strategic marketing plans tailored to maximize your property's potential. At Beach Cities Properties, Inc., we leverage the latest technology and industry insights to deliver results that exceed expectations.
Beach Cities Properties Inc.
Welcome to Beach Cities Properties Inc., your trusted real estate agency located at 3960 North Studebaker Road in the heart of Long Beach, California. We specialize in delivering exceptional real estate services tailored to meet the diverse needs of our clients. Whether you're buying, selling, or investing, our team is committed to providing you with expert guidance and personalized solutions to ensure a seamless and rewarding real estate experience. Explore our curated selection of properties, from charming condos to luxurious homes, each offering unique features and prime locations. Our listings include stunning homes in desirable neighborhoods, such as the tranquil College Estates and the vibrant Alamitos Beach, offering the best of both beach living and city life.
Christina D'Alessandro Real Estate
Welcome to Christina D'Alessandro Real Estate Located at 944 H Street in the heart of Arcata, California, Christina D'Alessandro Real Estate is your trusted partner for all your real estate needs in Humboldt County. With over 16 years of industry expertise, Christina D'Alessandro stands as one of the most accomplished and productive real estate agents in the region. Her commitment to honesty, integrity, and trust has built strong relationships and a stellar reputation, earning her the prestigious Remax Hall of Fame award in 2020.
Harland Law Firm LLP - Eureka
Located in Eureka, California, the historic Harland Law Firm LLP has been providing full-service legal assistance to the rural northern coastal area for over 75 years. With nearly 200 years of combined experience, our attorneys are known as Humboldt County's litigation and estate planning powerhouse. Specializing in estate planning, trusts, probate, real property, civil and business litigation, corporation and LLC formation, and environmental litigation, we have served generations of families and clients in various local industries such as timber, logging, ranching, farming, and fishing. With a reputation for excellence and unparalleled experience, Harland Law Firm LLP is dedicated to meeting each client's unique legal needs in an ever-changing legal landscape.
Woodard & Associates
Woodard & Associates is a renowned institution located at 21025 Bank Mill Lane in Saratoga, California, United States. Specializing in interior design and home remodeling, our team, led by principal designer Carol Woodard, ASID, brings a wealth of resources to Silicon Valley projects. Our clients, many of whom are busy female executives, trust us to handle the details and bring their design dreams to life. With award-winning talent, expertise in sourcing the best materials, and attentive project management, we strive to exceed expectations and transform spaces. Recognized with the NARI Lifetime Achievement Award in April 2019, Carol Woodard is a trusted expert in the industry. She was also featured on Joe Cucchiara’s podcast, Real Estate Radio Live, discussing the importance of interior design in creating healthy living and working environments.
George Petersen Insurance Agency
George Petersen Insurance Agency, located at 521 Main Street in Ferndale, California, is a health and insurance agency dedicated to providing comprehensive insurance plans and risk management services tailored to meet the unique needs of each individual or business. From health and disability benefits to retirement programs, their experienced agents are committed to helping clients protect their assets and loved ones. At George Petersen Insurance Agency, they prioritize building strong relationships with their clients and strive to earn their trust by putting their needs first. With a client retention rate of over 95%, they have established themselves as a reliable and trusted partner in the insurance industry.
New York Life Insurance Company
New York Life Insurance Company, located at 951 Mariners Island Boulevard in San Mateo, California, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. 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. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, offering best-in-class products and solutions to help grow your financial security and peace of mind. Their commitment to doing good extends to charitable giving, community engagement, and responsible investing. Whether you're just starting to plan for your financial future or managing complex situations, New York Life's agents are dedicated to addressing your unique needs and finding the right approach to protect your family and help them prosper. With high financial strength ratings and a mission to make the world a better place, New York Life is a trusted partner for all your insurance and financial needs.
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