Estate planning resources in City of Industry, California

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.

The Law Office of Marilyn Sullivan is a reputable legal firm specializing in real estate law, located at 561 Luneta Drive in San Luis Obispo, California. Led by experienced attorney Marilyn Sullivan, the firm offers expert legal services for clients seeking assistance with real estate transactions, contracts, and disputes. With a strong track record of success and a commitment to providing personalized attention to each client, the Law Office of Marilyn Sullivan is a trusted resource for individuals and businesses in need of legal representation in the real estate industry.

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.

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, 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.

The USC Marshall School of Business, located in Los Angeles, California, is a prestigious institution that offers a wide range of programs for both undergraduate and graduate students. With a focus on innovation, leadership, and real-world experience, USC Marshall prepares students to excel in the dynamic business world. The school offers a Master of Business Taxation for Working Professionals (MBT.WP) program, as well as a GC in Library and Information Management – Online. The Lloyd Greif Center for Entrepreneurial Studies (BAEP) and the Neely Center for Ethical Leadership and Decision Making provide students with valuable resources and opportunities to develop their skills.

The Kasen Law Firm is a reputable legal institution located in the City of Industry, California. With a dedicated team of experienced lawyers, they provide expert legal services to clients in need of assistance with various legal matters. Situated at 17700 Castleton Street, The Kasen Law Firm is known for their professionalism, integrity, and commitment to achieving the best possible outcomes for their clients. Specializing in a wide range of legal areas, they are a trusted resource for individuals and businesses seeking top-notch legal representation in the City of Industry and beyond.

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.

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.

Kaplan Real Estate Education is a leading institution located at 180 Promenade Circle in Sacramento, California, United States. With a strong reputation for providing high-quality real estate education, Kaplan offers a wide range of courses and programs to help students succeed in the dynamic real estate industry. Whether you are looking to become a licensed real estate agent, advance your career in property management, or simply expand your knowledge of real estate principles, Kaplan Real Estate Education has the resources and expertise to help you achieve your goals. Our experienced instructors and comprehensive curriculum ensure that students receive the knowledge and skills needed to excel in the competitive real estate market. Join us at Kaplan Real Estate Education and take the next step towards a successful career in real estate.

The University of Southern California's Business Office is located at 3500 South Figueroa Street in Los Angeles, California. As part of the university, the Business Office offers a variety of programs and services, including the Master of Business Taxation for Working Professionals, GC in Library and Information Management, and the Lloyd Greif Center for Entrepreneurial Studies. The institution is known for its commitment to ethical leadership and decision making, as well as its strong ties to industry leaders in real estate, banking, and entertainment. The USC Marshall School of Business, housed within the university, offers a range of graduate programs, including Full-Time MBA, Executive MBA, Part-Time MBA, and One-Year MBA programs. These programs are designed to prepare students for success in a rapidly changing business world, with a focus on innovation, technology, and global leadership.

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.

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.

Welcome to My City Financial, your trusted partner in navigating the journey to homeownership and financial security. Conveniently located at 18000 Pioneer Boulevard, Artesia, California, we are dedicated to providing personalized financial solutions to the community. Whether you're purchasing your first home or refinancing your current property, our experienced mortgage advisors are ready to guide you every step of the way. Begin your home loan process today and request a free personalized rate quote to get started. At My City Financial, we pride ourselves on delivering a seamless and transparent loan experience. Our team, led by Joe Mathai, is committed to addressing all your questions with sincerity and keeping you informed throughout the loan process. Our clients have consistently praised our dedication, professionalism, and ability to secure favorable rates, contributing to many successful home purchases and refinances since 1994.

Welcome to Neighborhood Real Estate Experts, your trusted partner in navigating the dynamic world of real estate. Conveniently located at 1225 West 190th Street, Gardena, California, we specialize in helping you find your dream home and sell your property with ease. Our team of dedicated professionals brings a wealth of local knowledge and industry expertise to every transaction, ensuring a seamless and personalized experience for each client. Whether you're a first-time homebuyer, looking to upgrade, or aiming to sell your property for the best value, we are committed to understanding your unique needs and delivering results that exceed your expectations. At Neighborhood Real Estate Experts, we believe in building lasting relationships based on trust, transparency, and exceptional service. Let us guide you through every step of your real estate journey and make your dreams a reality. Visit us today and take the first step towards achieving your real estate goals.

Accredited Real Estate Schools, Inc. is a reputable institution located at 7840 Madison Avenue in Fair Oaks, California, United States. As a trusted provider of real estate education, they offer accredited programs that meet the highest standards in the industry. Whether you are looking to start a career in real estate or advance your skills, Accredited Real Estate Schools, Inc. provides comprehensive training and resources to help you succeed. With experienced instructors and a commitment to excellence, this institution is dedicated to helping students achieve their goals in the dynamic field of real estate.

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.

Mutual of Omaha® Advisors - Concord is a finance and insurance agency located at 1390 Willow Pass Road in Concord, 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 an advanced curriculum, marketing strategies, and tools to help them confidently begin their careers as Mutual of Omaha financial advisors. Our world-class CRM, extensive material library, and resources are available to help our advisors build their digital brand and thrive in their business.

Welcome to the Bank of America Financial Center, conveniently located at 11021 La Reina Avenue, Downey, California. As a trusted leader in the banking and finance industry, we are dedicated to providing exceptional financial services and solutions to meet your personal and business needs. Our Downey Financial Center offers a comprehensive range of services, including personal and business banking, investment advice, mortgage lending, and wealth management. At our state-of-the-art facility, you will find a team of knowledgeable and friendly professionals ready to assist you with your financial goals. Whether you're opening a new account, planning for retirement, or seeking a loan, we're here to help every step of the way. We pride ourselves on delivering personalized service and expert guidance to ensure a seamless banking experience.

City National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.

Estate Realty Group Team Steve and Nicole is a top-notch real estate agency located at 846 Bluewater Way, Port Hueneme, California. Specializing in trust and probate real estate transactions, Nicole and Steve go above and beyond for their clients, becoming their advocates in times of need. With offices in Valencia, Ventura, and Woodland Hills, they have a vast network of resources and knowledge in the industry. Known for their community involvement and charity work, Nicole and Steve are dedicated to giving back and making a difference. They also have a passion for flipping homes and design, as well as enjoying time with their two rescue dogs by the beach. As Elite X networking group members, they have the tools and expertise to help buyers find their dream homes quickly and efficiently. Contact them today to experience the difference in house hunting with Estate Realty Group Team Steve and Nicole.

Devlin Real Estate School is a premier institution located at 120 Stony Point Road in Santa Rosa, California. Our school offers comprehensive real estate education and training for individuals looking to start a career in the real estate industry or advance their current skills. With experienced instructors and state-of-the-art facilities, we provide students with the knowledge and resources they need to succeed in the competitive real estate market. Whether you're a beginner or a seasoned professional, Devlin Real Estate School is committed to helping you achieve your goals and excel in your career. Join us today and take the first step towards a successful future in real estate.

Mutual of Omaha® Advisors - Ontario is a finance and insurance agency located at 3633 Inland Empire Boulevard, Ontario, California, United States. Our institution has a rich history of developing talented individuals through our comprehensive advisor training program, which is designed to provide a graduate school education in entrepreneurship. We offer an advanced curriculum, marketing strategies, and tools to help our advisors confidently begin their careers as Mutual of Omaha financial advisors. Our world-class CRM, extensive material library, and resources are available to support the growth of your digital brand.

Bank of America Private Client Advisor Lisa Pena, located at 2321 Rosecrans Avenue in El Segundo, California, is a finance institution dedicated to helping clients manage their significant wealth. With a personalized approach and access to the resources of Bank of America, our team creates strategies tailored to meet the needs and goals of individuals, families, businesses, and institutions. We prioritize your financial objectives, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our experienced advisors. We take the time to listen and understand your unique situation before crafting disciplined financial strategies that span generations. Our commitment to innovation ensures that we can anticipate and adapt to the evolving financial landscape.

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.

Bank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.

The East Bay Association of Enrolled Agents is a professional organization located at 6400 Village Parkway in Dublin, California. Enrolled Agents are tax professionals who specialize in tax preparation and representation. The association provides networking opportunities, continuing education, and resources for Enrolled Agents in the East Bay area. Members of the association adhere to high ethical standards and are committed to staying current on tax laws and regulations. Joining the East Bay Association of Enrolled Agents can help tax professionals enhance their skills, expand their professional network, and stay competitive in the ever-changing tax industry.

Welcome to Advanced Funeral Planning, your compassionate partner in providing thoughtful and comprehensive funeral services in Rancho Palos Verdes, California. Located at 28924 South Western Avenue, we are dedicated to assisting families during their most challenging times with care, respect, and understanding. At Advanced Funeral Planning, we offer a wide range of services tailored to meet the unique needs and preferences of each family. Our experienced team is committed to guiding you through every step of the planning process, ensuring that all arrangements reflect the wishes and honor the memory of your loved ones.

The Funeral Consumers Alliance of Humboldt is a dedicated non-profit organization located in Bayside, California, committed to providing compassionate support and valuable resources to individuals and families navigating end-of-life planning. Situated at 2820 Graham Road, our mission is to educate and empower the community with unbiased information on funeral options, ensuring informed decisions that respect personal values and financial considerations. We offer a range of services, including educational workshops, personalized guidance, and advocacy for consumer rights in the funeral industry. At the Funeral Consumers Alliance of Humboldt, we believe in honoring life with dignity and transparency, helping you make choices that reflect your wishes and those of your loved ones. Visit us to learn more about our services and how we can assist you during these important times.

Welcome to Ventura County Industrial Real Estate, your trusted partner in navigating the dynamic industrial property market in Camarillo and beyond. Conveniently located at 751 East Daily Drive, Camarillo, California, we specialize in providing expert guidance and comprehensive services for all your industrial real estate needs. Whether you are looking to buy, sell, or lease industrial properties, our experienced team is dedicated to delivering tailored solutions that align with your business goals. With a deep understanding of the local market and a commitment to client satisfaction, Ventura County Industrial Real Estate is your go-to resource for maximizing investment opportunities and optimizing space for your business operations. Explore the potential with us and let our expertise help you succeed in the vibrant industrial landscape of Ventura County.