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TOP 30 Estate planning tools and resources in California
31 results found
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Rilus Law - formerly Dana and Associates, LLC
Rilus Law, formerly known as Dana and Associates, LLC, is a modern estate planning law firm located at 1596 North Coast Highway 101 in Encinitas, California. Founded on the principles of flat fees, simplicity, and empowerment, Rilus Law offers a range of services including creating custom estate plans, probate assistance, and trust administration. With a focus on core values such as mindfulness, empowerment, and passion, Rilus Law treats clients like family, ensuring their wishes are honored and loved ones are taken care of. The firm specializes in various estate planning tools such as Wills, Trusts, Powers of Attorney, and Digital Asset Planning.
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.
Real Estate Transition Solutions
Real Estate Transition Solutions (RETS) is a reputable real estate agency located at 999 Corporate Drive, Ladera Ranch, California, United States. With over 26 years of experience, RETS specializes in advising California investment property owners on 1031 Exchanges, Delaware Statutory Trusts, complex real estate investments, securitized real estate, and tax planning strategies. Our team of licensed 1031 Exchange advisors in Orange County, California, will assist you in selecting and acquiring suitable 1031 Exchange properties that align with your financial and lifestyle goals. At RETS, we provide comprehensive information on 1031 Exchanges, including the basics, how Exchanges work, benefits versus risks, Exchange rules, and property options. We also offer insights into Delaware Statutory Trusts (DSTs), explaining how DSTs function, the advantages and risks, the role of DST Sponsors, and DST property options.
Midas Wealth Group
Midas Wealth Group is a prestigious financial institution located at 27520 Hawthorne Boulevard in Rolling Hills Estates, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through comprehensive wealth management services. With a focus on personalized strategies and innovative solutions, we strive to provide our clients with the tools and resources they need to secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Midas Wealth Group is here to help you every step of the way.
Veronica Mendoza Insurance Agency
Veronica Mendoza Insurance Agency, located at 800 College Avenue in Santa Rosa, California, is a finance and insurance agency offering a wide range of services to meet the needs of individuals and businesses. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, as well as long-term coverage that can be customized to fit any budget. Clients also have the option to invest their policy's cash value in the market for potential gains. In addition to life insurance, Veronica Mendoza Insurance Agency offers services such as long-term care insurance, retirement planning, estate planning, and investments for education expenses. They also provide insurance options for employees, executives, and small business owners.
New York Life Insurance Company
New York Life Insurance Company, located at 333 West El Camino Real, Sunnyvale, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have been in the industry for over 175 years, upholding values of diversity, responsibility, and service. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving.
New York Life
New York Life is an insurance agency located at 191 Sand Creek Road in Brentwood, California, United States. They offer permanent policies with guaranteed death benefits and cash value growth over time, as well as long-term coverage that can be customized to fit your needs and budget. Their policies also allow you to invest your cash value in the market. New York Life provides coverage for everyday tasks, lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They offer expertise and guidance in creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, New York Life aims to connect you with an agent in your community who understands your needs and priorities. They offer best-in-class products and solutions that adapt to your changing needs and have a strong commitment to diversity, responsibility, and service. New York Life is dedicated to making a positive impact by giving back to communities through charitable donations and volunteer hours. Their mission is to help individuals, families, and communities thrive, and they offer resources and tools to help you prepare for the future.
New York Life Insurance
New York Life Insurance, located at 26344 Carmel Rancho Lane in Carmel-by-the-Sea, California, is a health insurance agency offering permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash value in the market. The institution provides assistance for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. They also offer bundled investments with low fees, education expense coverage, income solutions, estate planning guidance, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, New York Life is committed to providing personalized solutions and support for policy owners. The institution has a long history of upholding values of diversity, responsibility, and service, and is dedicated to making a positive impact through charitable giving and community engagement. New York Life is the largest mutual insurer in the U.S., with the highest financial strength ratings from major agencies. They offer resources and tools to help individuals prepare for their financial future and are committed to helping families thrive.
New York Life
New York Life, located at 1172 South Main Street in Salinas, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures. They offer a variety of solutions for different phases of life, including education expenses, income protection, and estate planning. As the largest mutual insurer in the U.S., New York Life has a long history of keeping promises to policy owners and upholding values of diversity, responsibility, and service.
New York Life
New York Life, located at 920 20th Street in Sacramento, California, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. They provide long-term coverage that is customizable to individual needs and budgets, with the ability to invest policy cash value in the market. The institution also offers assistance in paying for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with potential market gains. New York Life helps clients create personalized investment strategies, plan for future financial needs, and set up estate plans to protect their legacy. They offer insurance options for employees, executives, business owners, and small businesses, as well as solutions for college expenses and income generation. The institution is known for its charitable giving and support for bereavement, education, workplace initiatives, and local communities.
New York Life
New York Life is an insurance agency located at 1762 Vista Del Lago, Fallbrook, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They provide financial support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, designed to help pay for education expenses or provide income for as long as needed. They provide expert guidance to create investment strategies, set up estate plans, and offer insurance options for employees, executives, and small businesses. New York Life has a diverse workforce and has been recognized as an industry leader for over 175 years.
Galanti & Copenhaver, Inc.
Galanti & Copenhaver, Inc. is a prestigious law firm located at 1180 4th Street in Santa Rosa, California. With a team of experienced and dedicated lawyers, they specialize in providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Galanti & Copenhaver, Inc. are here to help. Their commitment to excellence and client satisfaction sets them apart as one of the leading law firms in the area. Contact them today for expert legal representation.
New York Life Insurance Company - Alvin Barnett
New York Life Insurance Company - Alvin Barnett is a finance and insurance agency located at 1731 Technology Drive, San Jose, California, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small business owners. They have a diverse and welcoming workplace culture and are committed to giving back to their communities through charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, you can become a financial advisor with the support of a Fortune 100 company and the opportunity to build your own practice.
Law Offices of Daniel A. Hunt
The Law Offices of Daniel A. Hunt, located at 915 Highland Pointe Drive in Roseville, California, is a trusted institution specializing in California Estate Planning. With a strong emphasis on core values and a client-centered approach, our firm has been providing superior legal services for over a decade. Our team of experienced estate planning attorneys offers in-person, telephonic, and virtual appointments at our three Northern California offices in Sacramento, Roseville, and Folsom, as well as satellite offices in various locations across California. Whether you are a trustee, beneficiary, or in need of assistance with probate or trust administration, our team is here to help guide you through the legal process. We also offer educational tools, resources, and events to help you find solutions to your legal problems. Download our free eBook, “Estate Planning Essentials,” and register for our upcoming seminar to learn more about how we can assist you in finding peace of mind.
New York Life Insurance Company - Miguel Mata
New York Life Insurance Company - Miguel Mata, located at 9280 West Stockton Boulevard in Elk Grove, California, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market for potential gains. In addition to providing protection for everyday tasks, lost income due to sickness or injury, and investments for college or education expenses, New York Life Insurance Company - Miguel Mata also offers expert guidance on creating investment strategies and estate plans to protect your legacy. They specialize in insurance for employees, executives, business owners, and small businesses, with options tailored to meet various financial needs.
John Pearson, CFP
John Pearson, CFP is a finance institution located at 1400 Guerneville Road in Santa Rosa, California. With a focus on insurance, investing, retirement planning, estate planning, and wealth preservation, our team of skilled professionals is dedicated to helping you understand and pursue your financial goals. We offer a range of calculators on our website to assist you in making informed decisions about your personal finances. Licensed to sell securities in multiple states including California, Oregon, Washington, Colorado, Nevada, Tennessee, and Idaho, we are committed to providing you with the tools and resources you need to take a proactive approach to your financial situation. Contact us at (707) 585-2885 or email JPEARSON@IFGRR.COM to learn more about how we can help you achieve financial success.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 700 Main Street in Napa, California, is a leading finance institution offering comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your unique goals and needs, drawing on years of combined knowledge and expertise in the industry. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with you to understand your current financial situation and create strategies to meet your long-term objectives.
Randall Wealth Management Group
Randall Wealth Management Group is a finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. As a family-owned and operated company, we specialize in helping our clients with their investment and retirement needs. We understand that each individual has unique retirement income, investment, and lifestyle requirements, which is why we have developed personalized Retirement Income Plans and Financial Advice to help meet these goals. Our ultimate goal is your success, and we offer resources such as total calculation tools and estate management services to ensure a successful financial future. We are dedicated to addressing your needs today and for many years to come, and we look forward to working with you to achieve your financial objectives. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting with professionals in these fields for specific guidance. Copyright 2023 FMG Suite.
Merrill Lynch Financial Advisor Stanton Roseman
Merrill Lynch Financial Advisor Stanton Roseman is a trusted institution located at 333 South Hope Street in Los Angeles, California, United States. Specializing in finance, Stanton Roseman offers insights, observations, and personalized financial strategies to help clients achieve their short- and long-term goals. With a focus on retirement planning, estate preservation, and market volatility, Stanton Roseman works closely with clients to develop customized plans tailored to their individual needs. As a CERTIFIED FINANCIAL PLANNER™ professional with years of experience in the industry, Stanton Roseman is dedicated to building strong client relationships based on trust and personalized service. Backed by the global resources of Merrill Lynch, Stanton Roseman and his team provide clients with the tools and guidance needed to navigate the complexities of the financial world. Whether you are planning for retirement, funding a child's education, or preparing for the future, Stanton Roseman is committed to helping you achieve your goals. Contact Stanton Roseman today to start building a personalized financial plan that aligns with your aspirations and priorities.
Elite Advisory Group, LLC.
Elite Advisory Group, LLC. is a finance institution located at 2130 Main Street in Huntington Beach, California, United States. With alarming statistics showing that many Americans are unprepared for retirement, we are here to provide education and guidance to help you plan for your financial future. Whether you are just starting your career or looking towards retirement, our team is dedicated to assisting you every step of the way. Specializing in retirement planning, college funding, risk management, and estate planning, Elite Advisory Group is committed to helping you achieve your financial goals. Our website serves as a valuable resource for information and tools to aid in your financial planning journey.
Palm Capital Management
Palm Capital Management is a finance institution located at 23622 Calabasas Road in Calabasas, California, United States. Our financial planning tools and technology provide a visual guide to monitor the likelihood of your financial success and help you develop a plan for a successful retirement. We aim to empower our clients to be in control of their legacy and avoid probate when possible. Our team has the resources to help you manage risk and protect your family. Alano Massi, quoted in various publications, leads our firm which specializes in investment advisory services for individuals, families, and small businesses across America. Whether you are preparing for retirement, approaching retirement, or already retired, our financial planners will create a customized strategy tailored to your unique goals and needs. Please note that the material on our website is for informational purposes only and is not a solicitation to purchase or sell any security. Past performance is not indicative of future results. We are committed to providing the best financial planning services to our clients and thank you for requesting your free sample financial plan. Check your email, including spam folder, for more information.
Merrill Lynch Financial Advisor Patrick B Benson
Located at 555 California Street in San Francisco, California, Merrill Lynch Financial Advisor Patrick B Benson is a finance institution dedicated to helping clients manage their wealth effectively. With a focus on understanding each client's unique financial situation and goals, the institution offers personalized wealth management strategies tailored to individual needs. The team at Merrill Lynch is comprised of experienced professionals committed to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill, clients have access to investment insights and banking solutions from Bank of America, providing a comprehensive approach to financial planning.
Merrill Lynch Financial Advisor Marc Gamberdella
Merrill Lynch Financial Advisor Marc Gamberdella, located at 1424 State Street in Santa Barbara, California, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Marc, along with his team, focuses on understanding your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With expertise in financial and estate planning, the team at Merrill Lynch Wealth Management can help you manage, grow, and preserve your wealth for the future. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're preparing for major life events or simply looking to stay on track with your financial goals, Marc Gamberdella and his team are committed to helping you achieve what matters most to you. Please note that Marc does not provide legal or tax advice, and it is recommended to consult with your own legal and tax advisors before making any financial decisions.
Stephanie Shields - Thrivent
Stephanie Shields - Thrivent is a financial institution located at 959 South Coast Drive, Costa Mesa, California, United States. Our mission is to help our clients define and achieve financial success so they can make a positive impact in their lives and communities. With decades of experience in personal finance, we are dedicated to creating personalized financial plans that align with the unique goals and dreams of each family we serve. Our comprehensive advice and financial strategies are designed to provide clarity and confidence as you work towards your financial aspirations. At Thrivent, we believe that money is a tool, not a goal. We are driven by a higher purpose and committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. As a member of Thrivent, you become part of a community that looks out for each other and strives to live more meaningful lives.
Merrill Lynch Private Wealth Advisor Monica M Piepenkotter
Merrill Lynch Private Wealth Advisor Monica M Piepenkotter, located at 7825 Fay Avenue in San Diego, California, offers personalized financial services to a limited number of clients. With a focus on trust and personalized service, Ms. Piepenkotter delivers disciplined wealth management strategies and personalized planning to help clients simplify their lives and confidently enjoy their wealth. With extensive experience in finance, including working with ultra-high net worth families and business owners, Monica provides comprehensive services such as asset and liability management, trust and estate planning, tax minimization strategies, and cash management. She is a Chartered Financial Analyst (CFA®) charter holder and a Certified Financial Planner (CFP®) certification holder. As part of Merrill Private Wealth Management, clients have access to industry-leading research and expert analysis to help them stay ahead. The institution offers a goals-based wealth management approach, putting clients at the center of every personalized strategy. By working with a team of specialists and drawing on the resources of a global financial institution, clients can create strategies that reflect their aspirations for themselves and future generations. Merrill is committed to providing clients with access to investment insights and banking convenience, as well as investing in client tools and new technology to enhance the overall experience.
Epic Trust Investment Advisors - San Diego
Epic Trust Investment Advisors in San Diego, California, is your trusted partner in all things related to finance. Our mission is to empower you financially, helping you achieve your goals, get organized, and stay accountable to your dreams. Whether you are a business owner, professional, or employee, we provide the tools, resources, and education to help you succeed faster, smarter, and more prudently. Our holistic approach to business and financial services covers everything your small, medium, or large-sized business needs, including tax and accounting, insurance, financial planning, and benefits. We offer comprehensive services for you, your family, and your business, tailored to your specific needs.
Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services
Mitch Rosenberg, Financial Adviser at MDR Insurance & Financial Services, located at 889 Pierce Court in Thousand Oaks, California, is dedicated to helping clients navigate the complex world of finance. With a range of qualifications including CFP®, CLU®, ChFC®, CPA, MSFS, AEP®, Mitch is well-equipped to provide expert advice on life and health insurance. At MDR Insurance & Financial Services, the focus is on helping clients accumulate funds, minimize taxes, and protect their income, lifestyle, business, and estate. Mitch aims to ensure that money is available when it is needed most. As a licensed agent with New York Life Insurance Company, Mitch can offer a variety of insurance products to clients in several states including AZ, CA, CO, IN, MI, NJ, NV, NY, OR, SD, TX, and WA.
Merrill Lynch Financial Advisor Antonio Marques
Merrill Lynch Financial Advisor Antonio Marques, located at 701 B Street in San Diego, California, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their international experienced team is dedicated to building strong client relationships based on trust and personal service for global individuals, families, and companies. By combining their expertise with the resources of Merrill and the convenience of Bank of America, they can navigate the complex requirements that come with multinational wealth. They believe in developing individual strategies tailored to each client's needs, focusing on managing, growing, and preserving wealth for the present and future. Their team of investment specialists, bankers, credit professionals, and trust and estate planners work together to provide valuable insights and recommendations. They offer timely insights on market trends and the global economy to help clients stay on track with their financial goals.
Merrill Lynch Financial Advisor Rodrigo K Hanna
Merrill Lynch Financial Advisor Rodrigo K Hanna, located at 701 B Street in San Diego, California, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The institution provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. With an experienced international team, Merrill Lynch is committed to building strong client relationships based on trust and personalized service for individuals, families, and companies globally. The institution focuses on developing individual strategies that combine their expertise with the investment resources of Merrill and the banking convenience of Bank of America to navigate the complexities of multinational wealth. The team is supported by investment specialists, bankers, credit structuring professionals, and trust and estate planners to provide valuable recommendations and personalized financial solutions. Merrill Lynch believes in developing a financial approach that helps clients pursue their goals, whether it's planning for retirement, education, or passing wealth to future generations. By using tools like the Investment Personality Assessment, they aim to understand clients' investing preferences and customize financial strategies accordingly. Merrill Lynch goes beyond the traditional role of an advisor, providing access to BofA Global Research and a range of financial services to help clients make informed decisions and achieve their financial objectives.
Taxstar Income Tax Services
Taxstar Income Tax Services is a reputable institution located at 18305 Sherman Way in Los Angeles, California, United States. Specializing in accounting and finance, Taxstar offers a variety of services to meet your tax needs. Whether you prefer a face-to-face meeting at their local office, a real-time video conference with a tax professional, or simply faxing or mailing your tax information, Taxstar has you covered. They can assist with a range of tax situations including audit assistance, back taxes, garnishments, property seizures, and more. Additionally, Taxstar offers services such as personal and business tax extensions, amended returns, EIN and ITIN applications, ID protection, estate and gift tax planning, payroll and bookkeeping, and legal document preparation. They also provide resources such as tools to check the status of your refund, make direct payments to the IRS, and access important tax tips and information for businesses.
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