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TOP 30 Estate planning tips in California
98 results found
Search for local businesses, places and services near you
Estates Consignments
Estates Consignments is a premier furniture store, home goods store, jewelry store, and more located at 1500 Contra Costa Boulevard in Pleasant Hill, California. Our store offers a wide selection of high-quality, unique items for every room in your home. From luxurious furniture pieces to stylish home decor and stunning jewelry, Estates Consignments has something for everyone. Visit us today to discover one-of-a-kind treasures that will elevate your living space and add a touch of elegance to your wardrobe.
Malik Real Estate Group, Inc.
Malik Real Estate Group, Inc. is a reputable real estate agency located at 7450 Morro Road, Atascadero, California. Specializing in properties in the prestigious Oak Ridge Estates community, our website, www.malikrealestate.com, provides instant property alerts and the best search experience for homes, condos, land, and foreclosures. Our user-friendly interface is updated every 15 minutes by the official Realtor®’s database, allowing you to save searches and receive daily email updates on new listings, price changes, sold data, and market reports. Explore properties on our Interactive Map Search or customize your search with boundaries around your desired area. Stay informed about your neighborhood with our custom market report feature. Trust Malik Real Estate Group, Inc. for all your real estate needs. Contact us at 145 South Street, spc A50 E Unit A 50, San Luis Obispo.
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.
Financial Planning Focus
Financial Planning Focus is a leading finance institution located at 38 Edgefield Court in Napa, California, United States. Our institution specializes in providing comprehensive financial planning services to individuals and businesses looking to secure their financial future. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized strategies tailored to their specific needs. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Financial Planning Focus is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
Financial Security Planning
Financial Security Planning is a leading institution located at 3030 Bridgeway in Sausalito, California, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management. With a focus on building long-term wealth and security, we offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to plan for retirement, save for a major purchase, or protect your assets, Financial Security Planning is here to guide you every step of the way. Contact us today to learn more about how we can help secure your financial future.
MFA Financial Planning
MFA Financial Planning is a leading institution located at 586-B Wisconsin Street in San Francisco, California, United States. Specializing in finance, MFA offers a comprehensive program for individuals seeking to advance their knowledge and skills in financial planning. With expert faculty and a hands-on approach to learning, students at MFA Financial Planning gain the practical experience and theoretical foundation needed to excel in the dynamic field of finance. Whether you are looking to start a career in financial planning or enhance your current expertise, MFA Financial Planning is the ideal institution to help you achieve your goals.
Owl and Ore Wealth Planning
Owl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
Rebecka Forrester Real Estate Sales & Financial Planner
Rebecka Forrester Real Estate Sales & Financial Planner is a reputable finance institution located at 2830 North Brea Boulevard in Fullerton, California, United States. Specializing in real estate sales and financial planning, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to buy or sell a property, or need assistance with financial planning, our experts are here to provide personalized guidance and support. Trust Rebecka Forrester Real Estate Sales & Financial Planner for all your real estate and financial needs.
Sage Financial Planning
Sage Financial Planning, located at 4654 Idaho Street in San Diego, California, is an accounting and finance institution dedicated to helping early and mid-career professionals understand and improve their financial situations. With a focus on creating realistic plans to achieve future goals, Sage Financial aims to reduce financial stress and anxiety, allowing clients to focus on what truly brings them joy in life. As a Registered Investment Advisor with the State of California, Sage Financial offers personalized financial advice and guidance to help clients make informed decisions about their money. Led by Shannon Fleener, CFP®, the team at Sage Financial is committed to working alongside clients to help them design the life of their dreams.
Ballast Point Financial Planning
Ballast Point Financial Planning is a trusted finance institution located at 340 Lorton Avenue in Burlingame, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for the future, our experts are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Raffaello's Pizza
Raffaello's Pizza is a cozy and inviting restaurant located at 720 Yarmouth Road in Palos Verdes Estates, California. Known for their delicious and authentic Italian pizzas, Raffaello's offers a wide variety of toppings and crust options to satisfy every craving. Whether you're in the mood for a classic margherita pizza or a specialty pie loaded with fresh ingredients, Raffaello's has something for everyone. With a warm and welcoming atmosphere, friendly staff, and exceptional service, Raffaello's Pizza is the perfect spot for a casual lunch or dinner with family and friends. Come experience the taste of Italy right here in California at Raffaello's Pizza.
FRYE Mechanical
FRYE Mechanical is a reputable general contractor located at 23445 Everett Place in the picturesque San Diego Country Estates of California, United States. With a strong focus on providing top-quality mechanical services, FRYE Mechanical is dedicated to delivering exceptional results for all of their clients. Whether you are in need of HVAC installation, plumbing services, or general construction work, FRYE Mechanical has the expertise and experience to handle any project with professionalism and efficiency. Trust FRYE Mechanical for all your contracting needs in the San Diego area.
Radiant Skin By Rachel
Radiant Skin By Rachel is a luxurious beauty salon, hair care, and spa located at 31577 Canyon Estates Drive in Lake Elsinore, California. Our experienced team of professionals is dedicated to helping you achieve flawless skin, beautiful hair, and total relaxation. From rejuvenating facials to expert hair styling, we offer a wide range of services to enhance your natural beauty. Visit us today and experience the ultimate pampering session at Radiant Skin By Rachel.
Rob Meroth - State Farm Insurance Agent
Rob Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West, Palos Verdes Estates, California, United States. Situated in the courtyard of the Lunada Patio building with Salsa Verdes, above Lunada Bay Hardware, this agency offers a range of insurance products including car insurance, homeowners insurance, and life insurance. Planning for divorce can be a challenging time, especially when it comes to providing for children. The agency provides guidance on how parents can cope with these changes. Additionally, they offer information on various types of insurance policies and what is covered under each.
HomeShield Pest Control
HomeShield Pest Control is a premier pest control company located at 716 Yarmouth Road in Palos Verdes Estates, California. Our team of experienced professionals is dedicated to providing top-notch pest control services to protect your home from unwanted pests. Whether you are dealing with ants, spiders, rodents, or any other pest, we have the expertise and tools to effectively eliminate them from your property. With our customized treatment plans and environmentally friendly products, you can trust HomeShield Pest Control to keep your home pest-free all year round. Contact us today to schedule a consultation and take the first step towards a pest-free home.
Clean & Clear Pools, Inc
Clean & Clear Pools, Inc. is a trusted institution located at 89 Estates Drive in Danville, California, United States. Specializing in safe and effective residential swimming pool chemical services, we have been serving the Tri-Valley Area since 2003. Our team of pool service specialists is dedicated to maintaining the quality of your pool year-round, from balancing chemicals to cleaning filters. We understand the importance of proper pool maintenance to ensure the longevity of your pool. With our expert services, you can rest assured that your pool will be in great condition for you and your loved ones to enjoy. Say goodbye to the smell of chlorine and eye irritation – our super chlorination services will keep your pool clean and safe for swimming.
Landis
Landis is a charming restaurant located at 1621 North Broadway in Santa Maria, California. This institution is known for its delicious food and welcoming atmosphere. Serving up a variety of dishes made with fresh, locally sourced ingredients, Landis is a favorite spot for locals and visitors alike. Whether you're in the mood for a hearty breakfast, a light lunch, or a decadent dinner, Landis has something for everyone. Come enjoy a meal at this beloved institution and experience the flavors of California cuisine at its best.
Holbox
Holbox is a popular seafood restaurant located on South Grand Avenue in Los Angeles, California. Known for its fresh and flavorful dishes, Holbox offers a unique dining experience with a focus on traditional Mexican and Latin American cuisine. The restaurant prides itself on using high-quality ingredients and innovative cooking techniques to create mouthwatering dishes that satisfy even the most discerning palates. With a warm and inviting atmosphere, Holbox is the perfect place to enjoy a delicious meal with friends and family.
Connie Baldwin - State Farm Insurance Agent
Connie Baldwin - State Farm Insurance Agent is an insurance agency located at 2045 Foothill Boulevard in La Verne, California. Spring into the new season with life insurance and provide blossoming protection for your loved ones! Connie Baldwin is a second-generation State Farm Agent with a passion for helping people and building relationships. Born and raised in Pomona, Connie is dedicated to serving the cities of La Verne, San Dimas, Pomona, Claremont, Rancho Cucamonga, and Upland, as well as customers in Arizona. The team at Connie Baldwin - State Farm Insurance Agent is available 24/7 by text, phone, and email, and can also meet with you virtually. They offer a range of insurance services including auto insurance, health insurance, life insurance, and small business insurance. Connie and her team are committed to educating customers on their potential risks and providing ways to minimize those risks.
Gianna and Company
Gianna and Company, located at 19419 Pacific Coast Highway in Malibu, California, is a premier event planning institution that specializes in private estate rentals in the Greater Los Angeles Area. Whether you're organizing a corporate affair, milestone birthday party, or intimate dinner gathering, Gianna and Company will ensure that every detail is taken care of, giving you peace of mind that everything will run smoothly. With a team of award-winning event professionals, Gianna and Company prides itself on its creative partnerships that bring unique and unforgettable experiences to every event. From weddings to special events, their expertise and attention to detail will make your event truly special.
C4 Legal Document Assistance and Mediation
C4 Legal Document Assistance and Mediation is a reputable institution located at 503 South McClelland Street in Santa Maria, California. Specializing in finance and legal services, our team of experienced lawyers and professionals provide expert assistance with legal document preparation and mediation services. Whether you need help with estate planning, contract drafting, or resolving disputes, our dedicated staff is here to guide you through the process with precision and care. Trust C4 Legal Document Assistance and Mediation to provide you with the support and expertise you need for all your legal and financial needs.
LegalDocsA2Z
LegalDocsA2Z is a legal institution located at 628 18th Street, Huntington Beach, California, United States. Specializing in providing efficient and cost-effective legal services, we offer customized representation to fit your budget. Our Orange County Divorce Attorney and experienced paralegals work together to ensure that your legal needs are met in the most efficient manner. Our primary focus is on amicable divorces, encouraging couples to settle their divorce without litigation. Our intelligent and rational approach to divorce aims to avoid the financial and emotional strain of a court battle. With the help of our Orange County paralegals, we prepare and file all necessary forms, allowing you to avoid court appearances and judge meetings.
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.
Shelter Cove California Vacation Rental
Shelter Cove California Vacation Rental is a real estate and travel agency located at 844 Spring Road in Whitethorn, California. This hidden gem on the Lost Coast offers stunning views, rugged terrain, and a variety of outdoor activities for nature lovers and outdoor enthusiasts. From exploring the Lost Coast Trail to fishing, kayaking, and surfing, there is something for everyone in Shelter Cove. The institution provides a guidebook with tips on things to do in Shelter Cove, including checking the sunset each day, visiting the two main beach areas, and exploring the nearby Redwoods. Whether you're planning a family trip, a romantic getaway, or a solo adventure, Shelter Cove California Vacation Rental is the perfect place to celebrate special occasions and create lasting memories. Contact them for vacation rentals and more information about Shelter Cove, California.
Dillon Beach Vacation Rentals
Dillon Beach Vacation Rentals is a premier lodging, real estate, and travel agency located at 390 Oceana Drive in Dillon Beach, California, United States. With over 32 vacation rental properties available, we strive to find the perfect accommodation to suit your needs. Our past guests have praised our commitment to ensuring an enjoyable stay. As locals with over two decades of experience in Dillon Beach, we offer deep-rooted local knowledge to help you experience the best the area has to offer. Our range of vacation rentals includes charming cottages and spacious coastal homes, catering to various preferences. We are dedicated to transparent pricing, ensuring a straightforward booking process without any hidden fees.
Stay on the Vineyard
Stay on the Vineyard is a unique institution located at 7110 Drake Road in Paso Robles, California. As a real estate and travel agency, we offer a variety of services to make your stay in the area unforgettable. Surrounded by hundreds of wineries, shopping opportunities, and amazing farmers markets, our location is perfect for those looking to explore the beauty of Paso Robles and its surrounding areas. Our secluded location tucked into the hills of Paso's desirable west side offers stunning views of gorgeous sunrises and breathtaking sunsets. Wake up to the sight of vineyards and enjoy your morning coffee with walks along the vines. Keep an eye out for owls, elk, and bald eagles that call our area home.
Skyrocket Ranch
Skyrocket Ranch is a premier real estate and travel agency located at 48735 Sandia Creek Drive in the beautiful city of Temecula, California. Our dedicated team of professionals is committed to helping clients find their dream home or plan the perfect vacation getaway. With a wide range of properties and travel options to choose from, Skyrocket Ranch offers personalized service and expert advice to ensure a seamless and stress-free experience. Whether you're looking to buy a new home or book a luxury vacation, Skyrocket Ranch is here to make your dreams a reality.
The Apartment Consultant
"The Apartment Consultant is a reputable real estate agency located at 236 West Portal Avenue in the heart of San Francisco, California. Our team of experienced consultants specializes in helping clients find their perfect apartment in the bustling city. With a deep knowledge of the local real estate market and a commitment to providing exceptional service, we strive to make the apartment hunting process as smooth and stress-free as possible for our clients. Whether you are looking for a cozy studio or a spacious penthouse, The Apartment Consultant is here to help you find your dream home in San Francisco."
Blue Rock Village
Blue Rock Village is a real estate agency located at 2000 Ascot Parkway in Vallejo, California, United States. This institution offers a variety of beautiful homes with efficient layouts, oversized walk-in closets, kitchen pantries, and extra storage. The large floor plans provide ample living space, open kitchens, private patios or balconies with storage, and separate dressing areas. The Dual Master Suite option also offers abundant living space and similar amenities. Please note that floor plans are artist's renderings and actual product specifications may vary. Prices and availability are subject to change. If you are already registered, you can continue leasing online. Visit Blue Rock Village for a premium real estate experience.
Sterling Heights Apartment Homes
Sterling Heights Apartment Homes is a premier real estate agency located at 150 Rankin Way in Benicia, California. Our luxurious apartment homes offer a perfect blend of comfort and style, providing residents with a peaceful and upscale living experience. With a convenient location in the heart of Benicia, our community is surrounded by stunning views and a variety of amenities to enhance your lifestyle. Come experience the Sterling Heights difference and find your perfect home in beautiful California.
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