TOP 10 Estate planning in City of Industry, California

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Ocean Blue Real Estate is a top real estate agency located in the picturesque town of Half Moon Bay, California. Our team of top agents is dedicated to providing exceptional client services and local market expertise to help buyers and sellers make solid real estate decisions. Since 2013, we have been assisting clients in both residential and commercial real estate transactions, from first-timers to seasoned investors. Endorsed and recommended by California.com, Ocean Blue Real Estate is proud to be one of the few real estate brands in the state to be on this prestigious list. Our founder, David Oliphant, has been recognized for his outstanding achievements in the industry, ranking in the top 1% of agents nationally.

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.

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.

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.

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, 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 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.

The Law Office of George Anezinos is a personalized, practical, and passionate legal services provider located at 533 Airport Boulevard in Burlingame, California. Specializing in Real Estate, Estate Planning, Tax Resolution, and Small Business Matters, George Anezinos takes pride in offering excellent legal services tailored to each client's individual needs. With a personal connection and passion for these industries, Mr. Anezinos brings a unique perspective to his practice, drawing from his early experiences in entrepreneurship. Admitted to practice law in California and before the United States Tax Court, Mr. Anezinos is a member of the Business Law, Real Estate Law, and Taxation Sections of the California Bar, as well as the Bar Association of San Francisco and the San Mateo County Bar Association. A graduate of Chapman Law School with a focus on Taxation Law, Mr. Anezinos has received various awards for his outstanding achievements in the field.

Treasured Estates is a finance institution located at 1610 Oak Street, Solvang, California, United States. Specializing in the appraisal, estate liquidation, and sale of important personal property, Treasured Estates has been a leader in the industry for over 25 years. From valuing assets to downsizing, organizing, marketing, and selling, our expert staff handles every aspect of the process with care and efficiency. In addition to providing personalized service for estate liquidation, Treasured Estates also offers well-edited collections of antiques, Mid Century modern, contemporary, and timeless décor. Under the creative direction of Kira Wilcox and the design team, clients can expect a mix of modern glamour and old-world charm infused with joie de vivre.

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.

The Law Offices of Craig Redler, located at 333 Bayside Drive in Newport Beach, California, offers comprehensive estate planning and asset protection services to help individuals and businesses safeguard their assets and secure their financial future. With over twenty years of experience in estate planning, Attorney Craig Redler specializes in developing personalized strategies to manage and mitigate potential litigation risks. By creating a customized estate plan, you can ensure that your loved ones are protected and that your financial wishes are carried out in the event of disability or death. In addition to traditional estate planning services, Craig Redler also offers asset protection planning to help safeguard your assets from potential lawsuits, claims, and other unforeseen events. By taking proactive steps to protect your assets, you can minimize the risk of losing your hard-earned property in a ruinous lawsuit. With a focus on personalized service and tailored solutions, Craig Redler works closely with clients to develop comprehensive estate, tax, and financial plans that meet their individual needs and goals.

The American Academy of Estate Planning Attorneys is a prestigious institution located in San Diego, California. As a leading organization in the field of finance and law, the Academy provides top-notch education and resources for estate planning attorneys across the United States. With a focus on promoting excellence and professionalism in the industry, the institution offers valuable networking opportunities, continuing education programs, and cutting-edge resources to help its members stay ahead of the curve in the ever-evolving field of estate planning. If you are looking to enhance your knowledge and skills in estate planning, the American Academy of Estate Planning Attorneys is the place to be.

In Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.

Bank of America Private Client Advisor Ashley Rochester, located at 2049 Century Park East in Los Angeles, California, is a finance institution offering personalized wealth management services. As a Senior Vice President and Private Client Advisor II, Ashley provides expert advice and guidance to high-net-worth individuals and their families, with a focus on clients in the real estate, art, and sports and entertainment industries. With two decades of banking experience, Ashley is known for his efficient problem-solving skills and passion for connecting with clients to meet their unique needs. He leads a team of specialists to offer strategies in areas such as investment management, estate planning, and customized lending solutions for luxury acquisitions. In addition to his professional work, Ashley is actively involved in community organizations supporting youth education and sports programs. Bank of America Private Bank has a long history of helping clients manage significant wealth and achieve their financial goals. The institution values innovation and strives to provide clients with disciplined financial strategies for the present and future. Please note that by visiting the institution's website, you may be directed to external sites for additional information.

Signature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.

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.

Located in Irvine, California, Tehrani & Velez, LLP is known as the best accounting and CPA firm in Orange County. Specializing in serving closely held business owners and professional real estate investors, our team of experts has over a decade of experience in the industry. Our story began when we joined our predecessor firm and worked to modernize and improve the client experience. With a focus on building scalable and sellable businesses, we believe in putting people first and providing direct investments in real estate. Our team is fluent in English, Spanish, and Mandarin, ensuring we can meet the needs of a diverse clientele.

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, 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.

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 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.

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.

Welcome to CENTURY 21 REA Fine Homes & Estates, your premier real estate agency located at 1297 Flynn Road, Camarillo, California. As part of the globally recognized CENTURY 21® brand, we are dedicated to providing exceptional real estate services that go beyond expectations. Our relentless agents are committed to helping you find the perfect home, whether you're looking to buy, sell, or invest in residential or commercial properties. With an impressive 98% recommendation rating, our team of experienced professionals is ready to guide you through every step of your real estate journey. We pride ourselves on delivering extraordinary experiences by defying mediocrity and consistently providing 121% of what you expect from us. Whether you're exploring local real estate markets or seeking to expand your horizons, our agents are here to assist you in making informed decisions that align with your long-term goals.

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.

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.

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.

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.

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.

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.

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.