Estate planning resources in California
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Hermance Law - Estate Planning Mom
Hermance Law - Estate Planning Mom is a legal institution specializing in estate planning services, located at 4165 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Led by a dedicated team of lawyers, this institution focuses on providing personalized and comprehensive estate planning solutions to help individuals protect their assets and ensure their wishes are carried out. With a compassionate approach and a commitment to client satisfaction, Hermance Law - Estate Planning Mom is a trusted partner in planning for the future.
Kumon Math and Reading Center of ROLLING HILLS ESTATES
The Kumon Math and Reading Center of Rolling Hills Estates is a highly respected educational institution located at 627 Deep Valley Drive in Rolling Hills Estates, California. This center offers personalized learning programs in math and reading for students of all ages to help them reach their full potential and excel academically. With a dedicated team of experienced instructors and a proven curriculum, students at this center receive individualized attention and support to strengthen their skills and build confidence in their academic abilities. Join us at the Kumon Math and Reading Center of Rolling Hills Estates and unlock your child's potential for success!
Alan Crooks of Business Group Resources
Alan Crooks of Business Group Resources is a reputable finance institution located at 63 Malaga Cove Plaza in Palos Verdes Estates, California, United States. With a focus on providing top-notch financial services, they offer expert advice and solutions to help businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, the experienced team at Alan Crooks of Business Group Resources is dedicated to helping you succeed. Trust in their expertise and personalized approach to finance to take your business to the next level.
Palos Verdes Estates City Hall
Welcome to Palos Verdes Estates City Hall, your central hub for local government services in the picturesque community of Palos Verdes Estates, California. Conveniently located at 340 Palos Verdes Drive West, our City Hall is dedicated to serving the residents and businesses of our charming city with professionalism and care. As the heart of local governance, Palos Verdes Estates City Hall is committed to fostering a thriving and well-managed community. Our friendly and knowledgeable staff are here to assist you with a wide range of services, from city planning and permits to public records and community programs.
RESOURCE REAL ESTATE
Welcome to Resource Real Estate, your trusted partner in navigating the dynamic real estate market of Ventura, California. Conveniently located at 1500 Palma Drive, our dedicated team of experienced professionals is committed to providing exceptional service and personalized solutions to meet all your real estate needs. Whether you're buying, selling, or investing, we offer expert guidance and local market insights to help you make informed decisions. At Resource Real Estate, we pride ourselves on our integrity, transparency, and unwavering commitment to client satisfaction. Discover the difference a dedicated real estate agency can make. Visit us today and let us help you find your perfect property in beautiful Ventura.
RE/MAX Estate Properties : Sherry LaMaison
Welcome to RE/MAX Estate Properties: Sherry LaMaison, your premier real estate partner located at 63 Malaga Cove Plaza, Palos Verdes Estates, California. Whether you're buying or selling a home, our website is your gateway to all local properties currently on the market. Begin your journey by exploring our extensive database of homes available for purchase. Stay ahead with automatic updates on new listings as soon as they hit the market. Thinking of buying a new home? Discover how our dedicated home buying services can help you find the perfect property tailored to your needs. If you're planning to sell, choosing the right agent is crucial. Learn how our expert services can assist you in selling your home in the most effective way possible. Curious about your home's value in today's market? Request a complimentary home valuation today.
The Svelling Group By Fathom Realty | San Diego Real Estate
The Svelling Group By Fathom Realty is a leading real estate agency located in Jamul, California. Specializing in San Diego real estate, our team of experienced agents is dedicated to providing top-notch service to our clients. Whether you are buying, selling, or investing in property, we are here to guide you through the process with expertise and professionalism. Visit us at 3096 Jamul Highlands Road and let us help you achieve your real estate goals.
Horizon Elder Law & Estate Planning Inc.
Horizon Elder Law & Estate Planning Inc. is a reputable legal institution located at 2333 San Ramon Valley Boulevard in San Ramon, California. Specializing in elder law and estate planning, their team of experienced lawyers provides expert guidance and support to individuals and families looking to navigate the complexities of planning for the future. With a commitment to personalized service and a deep understanding of the legal intricacies involved, Horizon Elder Law & Estate Planning Inc. is dedicated to helping clients protect their assets and ensure their loved ones are taken care of. Trustworthy, knowledgeable, and compassionate, this institution is a valuable resource for anyone seeking comprehensive legal advice in the realm of elder law and estate planning.
Bond Real Estate Group / eXp Realty of California, Inc / Jay Bond DRE#01823529
Bond Real Estate Group is a reputable real estate agency located in Arroyo Grande, California. Led by Jay Bond, a licensed real estate agent with DRE#01823529, the team at Bond Real Estate Group is dedicated to helping clients buy, sell, and invest in properties throughout the Central Coast. As a part of eXp Realty of California, Inc, they have access to the latest technology and resources to provide top-notch service to their clients. Whether you are looking to find your dream home or sell your current property, Bond Real Estate Group is committed to guiding you through the real estate process with professionalism and expertise. Visit them at 126 East Branch Street to learn more about how they can assist you with your real estate needs.
Santa Barbara Estate Planning & Elder Law
Santa Barbara Estate Planning & Elder Law is a reputable law firm located at 14 West Valerio Street in Santa Barbara, California. Specializing in estate planning and elder law, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with creating a will, establishing a trust, or managing assets for long-term care, Santa Barbara Estate Planning & Elder Law is committed to providing personalized and comprehensive legal services to meet your needs. Contact them today to schedule a consultation and start securing your legacy.
Jenkins & Jenkins, Estate Planning Attorneys
Jenkins & Jenkins, Estate Planning Attorneys, located at 7220 Trade Street in San Diego, California, is a team of experienced trust and estate planning attorneys dedicated to guiding you through the legal process with personalized care and attention. From drafting documents to explaining them in personalized videos, we strive to make the estate planning process as easy and convenient as possible for you. If you're dealing with the loss of a loved one or navigating the Probate process, our team is here to help. We offer virtual consultations and handle all necessary paperwork to move your case along efficiently. Additionally, we can connect you with professionals to assist with selling property, making repairs, filing taxes, and more.
East County Estate Planning, PC
East County Estate Planning, PC is a reputable law firm located in La Mesa, California. Specializing in estate planning, their team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out. With a focus on personalized service and attention to detail, East County Estate Planning, PC is committed to providing top-notch legal counsel for individuals and families seeking to plan for the future. Located at 7777 Alvarado Road, this institution is a trusted resource for all estate planning needs in the East County area.
Cappelloni Law PC - Estate Planning, Probate, Trust Adminstration
Cappelloni Law PC is a trusted institution located in San Francisco, California, specializing in estate planning, probate, and trust administration. Attorneys Lauren Cappelloni and Karly Schlinkert bring over 24 years of combined experience to the table, along with a team of experienced paralegals. They provide a thoughtful and understanding approach to help clients feel at ease during the legal process. Founded in 2018, Cappelloni Law PC values long-term relationships with clients and embraces diversity in their estate planning services. They offer guidance to Executors, Administrators, and Trustees to ensure successful probate proceedings and proper estate administration.
Retirement Planning Newport Beach | Miramontes Capital
Miramontes Capital in Newport Beach, California, is your go-to institution for retirement planning. Our family office prides itself on simplicity and transparency, offering expert guidance to help you achieve financial success. With strategic solutions tailored to your growth needs, we will work with you to create a customized financial plan that aligns with your retirement goals. Our Registered Investment Adviser status ensures that you receive top-notch advisory services. Partner with us and embark on the journey to the best years of your life. Visit us at 4701 Teller Avenue, Newport Beach, CA, for a confident financial plan that will set you on the path to a secure retirement.
Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning
Velin & Associates Los Angeles CPA Firm, located in West Hollywood, California, is a reputable institution specializing in accounting and finance services. They offer a wide range of financial services including bookkeeping, accounting, tax preparation, and financial planning for both individuals and businesses. Their team of experienced professionals at Velin & Associates, Inc. prioritizes the success of their clients above all else. They are dedicated, accessible, and committed to providing top-notch services to ensure their clients achieve their financial goals.
Timo Rivetti Real Estate
Welcome to Timo Rivetti Real Estate, your trusted partner in navigating the dynamic real estate market of Petaluma, California, and beyond. Located at 140 2nd Street, Petaluma, CA 94952, our agency is dedicated to providing personalized and professional service tailored to your unique needs. Since 1998, Timo Rivetti and his team of experienced professionals have been committed to helping clients find and secure the perfect property, whether it be residential, retail, or commercial. Our deep-rooted knowledge of the region and its neighborhoods is invaluable in a competitive market. We pride ourselves on offering a comprehensive, step-by-step experience that includes everything from property preparation and inspections to negotiations and final transactions. Our clients' testimonials speak volumes about our dedication and the positive outcomes we consistently achieve.
Sage Real Estate
Welcome to Sage Real Estate, located at 2734 East Broadway, Long Beach, California. As the highest-rated multifamily and commercial brokerage in Long Beach, we are proud to be ranked within the top 1.5% of real estate professionals nationwide. Our firm stands out as the only one specializing in fourplex apartment buildings in the area, dedicated to helping you create wealth and secure a stable retirement through strategic investments in multifamily properties. At Sage Real Estate, we believe in the power of diligent decision-making and the right team to make real estate investing a guaranteed path to wealth. Our recent success story with Ali Rafie, a young and ambitious investor, exemplifies this philosophy. Ali's journey from San Jose to Long Beach, culminating in his first investment property, showcases the potential of strategic thinking and seizing opportunities.
Wasilik - The Real Estate Store Inc.
Welcome to Wasilik - The Real Estate Store Inc., your trusted partner in navigating the dynamic world of real estate and finance. Conveniently located at 13225 Philadelphia Street, Whittier, California, our agency is dedicated to providing exceptional service to clients throughout the region. At Wasilik, we understand that buying or selling a property is more than just a transaction; it's a life-changing decision. Our team of experienced professionals is committed to guiding you through every step of the process, ensuring a seamless and rewarding experience. Whether you're a first-time homebuyer, a seasoned investor, or looking to sell your property, we offer personalized strategies tailored to meet your unique needs and goals.
Echelberger Group | Inhabit Real Estate
Welcome to Echelberger Group | Inhabit Real Estate, your premier destination for luxury real estate in the heart of Southern California. Located at 302 North El Camino Real, San Clemente, CA, our office is perfectly situated to serve the vibrant communities of San Clemente and beyond. Whether you are buying, selling, or investing, our seasoned team of Realtors is committed to delivering exceptional service and unparalleled expertise. Discover the epitome of coastal living with our exclusive listings, including stunning oceanfront properties in the private enclave of Capistrano Shores. Experience breathtaking panoramic views, exquisite craftsmanship, and state-of-the-art technology in some of the finest homes available. Our properties in the gated Careyes enclave of Talega offer an intimate, private setting for those seeking a luxurious lifestyle.
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.
Annaliese Quisisem | Realtor | Ajility Real Estate
Welcome to Annaliese Quisisem | Realtor | Ajility Real Estate, your trusted partner in navigating the dynamic real estate market of Northern California. Located at 1500 Valley House Drive, Rohnert Park, California, we are committed to transforming obstacles into opportunities, providing you with a seamless and stress-free real estate experience. At Ajility Real Estate, our ethos revolves around authenticity, responsiveness, and dedication. We prioritize innovative marketing strategies over mere listings, and our recommendations are rooted in data and facts, ensuring that you receive effective and quality service. Our mission is to deliver real estate experiences that are swift, stress-free, and celebratory. We embrace versatility, symbolized by the unique "J" in our name, to adapt to any situation and ensure your journey with us feels effortless.
NOHCO Real Estate
Welcome to NOHCO Real Estate, your trusted partner in navigating the dynamic world of real estate and finance. Conveniently located at 11278 Los Alamitos Boulevard in the vibrant community of Los Alamitos, California, our agency is dedicated to providing exceptional service to meet all your real estate needs. At NOHCO Real Estate, we specialize in a comprehensive range of services, including residential and commercial property sales, real estate investment opportunities, and personalized financial advice to help you make informed decisions. Our team of experienced professionals is committed to guiding you through every step of the process, ensuring a seamless and rewarding experience.
Life Care Planning Law Firms Association
The Life Care Planning Law Firms Association is a reputable institution located at 3233 Arlington Avenue in Riverside, California, United States. This association is dedicated to providing top-notch legal services and expertise in life care planning for individuals and families. With a team of experienced lawyers and professionals, they offer comprehensive guidance and support in creating personalized care plans to ensure the well-being and security of their clients. Whether it's estate planning, long-term care, or disability planning, the Life Care Planning Law Firms Association is committed to helping clients navigate complex legal matters with compassion and integrity.
Agent Real Estate Schools - Del Mar
Agent Real Estate Schools - Del Mar is a premier institution located in San Diego, California, United States. Our school is dedicated to providing top-quality education and training for individuals looking to start a career in the real estate industry. Our experienced instructors will guide you through the process of obtaining your real estate license and help you develop the skills and knowledge needed to succeed in this competitive field. With a convenient location at 12780 High Bluff Drive, Agent Real Estate Schools - Del Mar is the perfect place to kickstart your real estate career. Join us and take the first step towards a successful future in the real estate industry.
Approved Real Estate Academy
Approved Real Estate Academy, located in Irvine, California, offers a convenient and flexible way to learn the ins and outs of real estate. With live group study classes available on Zoom, students can participate in small group coaching sessions to enhance their learning experience. The academy offers courses in Real Estate Practice, Real Estate Principles, and Real Estate Finance, all approved by the California Department of Real Estate. For those who prefer to work at their own pace, the academy also offers the option to study with real books or eBooks and take online tests. This option is perfect for individuals who do not live in California but still want to pursue a career in real estate. The academy provides all three textbooks at no extra charge, making it a cost-effective and efficient way to study.
Mallari Tax- Tax Planning & Tax Relief Firm
Mallari Tax- Tax Planning & Tax Relief Firm is a leading accounting and finance institution located at 490 Chadbourne Road, Fairfield, California, United States. Our mission is to empower small businesses with the knowledge and tools necessary for sustainable growth. We specialize in strategic tax planning, advisory, and comprehensive resolution to safeguard the financial stability of our clients. Our sister corporation, Lady J Speaks, offers educational resources to fill the gap in CFO-level guidance for small businesses. We provide tax planning, forecasting, bookkeeping, payroll services, business valuation, and expert advice to create business value. Our team of CPAs, EAs, and bookkeepers deliver comprehensive service solutions to help your business meet its financial goals. Contact us for a free consultation and quote to take control of your business finances today.
W Real Estate
W Real Estate is a top-notch real estate agency located at 129 North Cloverdale Boulevard in Cloverdale, California. As the largest privately owned and operated real estate company north of the Golden Gate Bridge, we prioritize our clients and their goals above all else. Our team provides extraordinary marketing and customer service that sets us apart from the competition. Whether you are buying or selling a property in the Napa, Sonoma, Santa Rosa, or anywhere in the North Bay area, our experienced agents, such as Randy, will ensure a smooth and successful transaction. With a focus on professionalism, market knowledge, attention to detail, and integrity, W Real Estate is highly recommended for all your real estate needs. Contact us today for a personalized and exceptional client experience.
Sharon Quisenberry, Real Estate Agent
Sharon Quisenberry, Real Estate Agent is a reputable real estate agency located at 2130 Main Street in Ramona, California, United States. With years of experience in the industry, Sharon Quisenberry provides top-notch service to clients looking to buy or sell properties in the area. Whether you are a first-time homebuyer or seasoned investor, Sharon Quisenberry is dedicated to helping you achieve your real estate goals. Contact us today to learn more about our services and how we can assist you in your real estate journey.
FlightPath Financial Planning
FlightPath Financial Planning, located at 445 Marine View Avenue in Del Mar, California, is a finance institution founded by Mike Farrow, a Certified Financial Planner and pilot. Farrow understands the importance of careful planning, experience, and ongoing training, both in aviation and financial planning. At FlightPath, we are dedicated to helping you achieve financial independence and reach your goals with a clear path and a trustworthy partner by your side. Our team at FlightPath believes in putting your interests first and guiding you towards financial success. Whether you are looking to grow your assets, preserve and protect your wealth, or settle comfortably into retirement, we provide expert advice and guidance for a smooth financial journey. We understand that managing personal finances can be complex, which is why we are here to help you make the right decisions and achieve financial security.
Advance Planning, A Law Corporation
Advance Planning, A Law Corporation is a leading legal institution located at 11501 Dublin Boulevard in Dublin, California. Specializing in advance planning services, this law corporation offers expert guidance and support in estate planning, trust administration, and asset protection. With a team of experienced lawyers dedicated to providing personalized solutions for each client, Advance Planning, A Law Corporation is committed to helping individuals and families navigate the complexities of estate law with professionalism and care. Trustworthy and reliable, this institution is a go-to resource for anyone seeking comprehensive legal advice in the United States.
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