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TOP 30 Estate tax avoidance in California
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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.
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.
The Estate Planning & Legacy Law Center
The Estate Planning & Legacy Law Center is a trusted legal institution located at 2701 Loker Avenue West in Carlsbad, California. Specializing in estate planning and legacy preservation, our team of experienced lawyers provide expert guidance and personalized solutions to help clients protect their assets and ensure their wishes are carried out. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, our dedicated team is here to assist you every step of the way. Contact us today to schedule a consultation and start planning for your future.
Krishnan & Associates, CPA, Tax Resolution and Advisory Specialist
Krishnan & Associates is a leading CPA firm specializing in tax resolution and advisory services. Located in Irvine, California, we are dedicated to fighting for your rights and taking the pressure off when it comes to tackling your tax challenges. Our team of experts can help eliminate or reduce your state or federal owed back tax debt, negotiate with the IRS or State Tax Board on your behalf, and help you get ahead financially. Whether you are a real estate agent, tech professional, freelancer, programmer, or software engineer, we understand the unique tax challenges you may face. Our goal is to help you file your taxes accurately, avoid IRS issues, plan for the future, and solve any business or personal tax issues you may have.
Antonious and Associates Tax Consultants, Inc.
Antonious and Associates Tax Consultants, Inc. is a renowned institution located at 6131 Orangethorpe Avenue in Buena Park, California, United States. Specializing in accounting and finance, our dedicated team is committed to providing superior, personalized tax and accounting services to our clients. We exceed expectations by tailoring our services to meet the unique needs of each client and delivering the highest level of personalized service. Our professionals stay up-to-date with the latest developments in the accounting and finance fields to help our clients achieve their financial goals. Whether you are a new or established business, small or mid-sized, you can always expect personal support and exceptional service from us.
Fast Tax
Fast Tax is a leading institution in accounting and finance, located at 3855 East La Palma Avenue in Anaheim, California. Our services cater to both large and small businesses, as well as individuals in California, Nevada, and beyond. Specializing in bookkeeping, tax planning, and estate planning, Fast Tax is dedicated to providing expert financial solutions. Contact us today for a consultation and discover why we are the top choice for many clients. Please note that any U.S. federal tax advice provided by Fast Tax is not intended to be used for avoiding penalties under the Internal Revenue Code or promoting tax-related transactions.
Seasons Estate Planning, APC
Welcome to Seasons Estate Planning, APC, your trusted legal partner in Marina del Rey, California. Located at 475 Washington Boulevard, we specialize in guiding you through life's most significant decisions with confidence and peace of mind. Our dedicated team, led by Kristen Wong, is committed to building long-term relationships with our clients, ensuring that you have a reliable source to turn to for all your legal needs. At Seasons Estate Planning, we understand the complexities of navigating local, state, and federal laws. Whether you are getting married, planning for your family's future, managing your business, or buying or selling your home, we provide expert guidance tailored to your unique circumstances. Our goal is to help individuals and families make informed decisions that protect their interests and ensure a smooth transition of assets across generations.
Levy | Lauter LLP - Tax and Accounting Firm
Welcome to Levy | Lauter LLP - Your Trusted Tax and Accounting Partner Located in the heart of Marina del Rey, California, Levy | Lauter LLP is a premier tax and accounting firm dedicated to transforming financial uncertainty into confidence and success. Situated at 4640 Admiralty Way, our expert team is here to ensure your business runs like a well-oiled machine, so you can focus on what you do best—growing your business and your net worth.
Korling Law
Korling Law is a reputable institution located at 1135 Eugenia Place in Carpinteria, California, United States. Specializing in Estate Planning, their services are tailored to meet the specific needs of each client, with a focus on Probate avoidance through the use of Living Trusts. The carefully drafted Estate Plan Documents aim to not only achieve the client's goals, but also minimize future conflicts and disputes that could lead to litigation. In addition to Trusts and Living Trusts, Korling Law offers a range of Estate Planning services including Wills, Financial Power of Attorney, and Medical Power of Attorney. Founder Maya M. Korling is a member of both the Israeli Bar and the California Bar Association, with experience in Immigration law and Real Estate law.
CYO Camp
CYO Camp, located in Occidental, California, is a Catholic Charities institution dedicated to fostering the growth and development of youth through positive relationships with self, others, nature, and God. Since 1946, CYO Camp has provided a memorable experience for thousands of youth, offering programs designed to build self-confidence, make new friends, and take on new challenges year after year. Regardless of religious background, children are welcome to participate in the community-centered programming focused on values such as community, stewardship, and friendship. Additionally, Catholic Charities offers various ways for donors to support their mission, including charitable lead trusts, retirement account donations, and IRA rollover gifts. The institution also provides information on how the CARES Act impacts donors and charitable giving in 2020, offering tax benefits for those who wish to contribute to their cause. By donating appreciated assets, such as stock or real estate, donors can receive tax deductions and avoid capital gains tax while supporting Catholic Charities' efforts to serve vulnerable communities in the Bay Area.
Pacific Motion Law Firm
Pacific Motion Law Firm is a leading institution located at 621 Tully Road, San Jose, California, United States. As a team of dedicated lawyers, we understand that legal matters can be overwhelming, which is why we are committed to providing you with help in a language that you can understand. If you have any questions about your options, feel free to ask, and we will work with you to find a suitable explanation. Our expertise in the laws, combined with your understanding of the facts, allows us to develop a strategy to achieve your desired results. We specialize in defending businesses against predatory ADA and CA Unruh Act claims, as well as handling personal injury claims related to car accidents, pedestrian accidents, slip and fall cases, wrongful death, and more. We operate on a "NO Win, NO Fees!" basis, ensuring that you receive the legal representation you deserve.
Andrei Jingan
Andrei Jingan is a trusted institution located at 4935 Hillsdale Circle in El Dorado Hills, California, specializing in estate planning and trust law. Serving clients in San Francisco, Walnut Creek, and other parts of Northern California, our dedicated team of attorneys and support staff are committed to providing competent and innovative solutions for our clients' legal needs. Our focus is on creating living trusts to help clients avoid conservatorship, guardianship, and costly probate processes. With a trust-based estate plan, individuals can protect their assets, plan for incapacity, and preserve their legacy for future generations. Our goal is to provide valuable legal assistance while optimizing internal processes to keep costs reasonable for our clients.
Law Offices of Richard J. Hess
The Law Offices of Richard J. Hess is a trusted estate planning lawyer located in Saratoga, California. Richard J. Hess specializes in creating personalized estate plans using Wills, Revocable Living Trusts, Durable Powers of Attorney, Advance Health Care Directives, and Grant Deeds. With over years of experience, Richard can help you ensure that your estate is handled according to your wishes, not by the courts. During your free initial consultation, Richard will discuss the basics of estate planning and help you decide on the appropriate plan for your situation. All necessary information will be gathered during this meeting, and within two weeks, your documents will be drafted. Wills and revocable living trusts will have plain language summaries attached for easy understanding. A second appointment will be scheduled to finalize your paperwork, giving you peace of mind knowing that your family's future is secure.
Root Financial
Root Financial is a human-first financial planning institution located in Solana Beach, California, United States. We specialize in helping retirees avoid common tax mistakes and get the most out of their money. Our empathetic financial advice is tailored to your individual needs and guided by your personal goals. We are an independent registered investment advisor, meaning we prioritize your best interests and offer transparent, fee-based services. Our team of experts provides comprehensive financial planning services, including retirement planning, investment management, tax planning, estate planning, insurance review, and cash flow planning. We aim to take the stress out of financial planning so you can focus on enjoying life. Contact us today to see how we can help you achieve your financial goals.
1031 Exchange Advantage - Plenti Financial
1031 Exchange Advantage - Plenti Financial is a finance and real estate agency located at 5355 Avenida Encinas, Carlsbad, California, United States. They specialize in utilizing the 1031 Exchange Tax Break, a little known IRS rule, to help clients save 30-40% in unnecessary taxes. As a qualified 1031 Accommodator, Plenti Financial provides step-by-step assistance in navigating the exchange process. Clients can get a Tax Report to understand the taxes their sale will trigger and receive guidance on finding a property that qualifies for a tax-free purchase. Whether buying first and then selling, or selling first and then buying, Plenti Financial ensures a tax-free exchange. With over 40 years of experience, they offer attorney-trained mentors for guidance and support throughout the process.
C2 Reverse Mortgage
C2 Reverse Mortgage, located at 2814 Kinney Drive in Walnut Creek, California, offers financial services specializing in reverse mortgages. Please note that this institution is not affiliated with the Department of Housing & Urban Development or the Federal Housing Administration and should not be considered a substitute for legal, tax, or financial advice. Consult with a qualified professional for personalized guidance. The borrower must continue to pay property taxes and insurance to avoid default. Credit approval is dependent on various factors such as age, income, credit history, and property qualifications. Rates, fees, and terms may vary by state and are subject to change. C2 Financial Corporation is licensed by the California Bureau of Real Estate and NMLS, and loan approval is not guaranteed. VA loans are available through C2 Financial Corporation, but the institution is not acting on behalf of HUD/FHA or the VA.
DeCarli Law
DeCarli Law, located at 45100 Main Street in Mendocino, California, is a team of experienced estate planning lawyers dedicated to helping clients achieve their goals. They understand the importance of having a solid estate plan in place to protect loved ones and ensure that wishes are carried out in the event of death. The lawyers at DeCarli Law specialize in creating living trusts to minimize taxes, avoid probate, and protect assets. They also assist with trust administration, helping trustees navigate the complexities of managing assets, distributions, and filings.
Gullotta Law Group
At Gullotta Law Group, located in Sonoma, California, our focus is on creating estate plans that are uniquely tailored to your life, needs, and goals. Attorney Gullotta will work closely with you to understand your wishes and goals, translating them into legally binding estate planning documents. With our helpful support staff, you will receive assistance throughout the entire process. One important aspect of estate planning is creating an advanced health care directive, which outlines your end-of-life care in the event of serious illness or incapacity. This directive allows you to choose a trusted person to make health care decisions on your behalf, alleviating potential burdens on your family members. It's important to update your directive as your circumstances change, ensuring peace of mind in case of unexpected accidents or illnesses.
Manfred & Hunt, LLP
Manfred & Hunt, LLP is a prestigious law firm located at 2025 Redwood Road in Napa, California, United States. Specializing in estate planning, our accomplished attorneys are dedicated to helping you and your family achieve your estate planning goals. With a wealth of knowledge in estate, gift, and property tax laws, we aim to simplify the often complex processes of trust administration and probate. Our team of experienced lawyers, with over 40 years of combined experience, provide clear explanations and guidance to ensure that our clients fully understand their estate planning options. We strive to work with speed, predictability, and efficiency to achieve the desired outcomes for our clients.
Tseng Law Firm
Tseng Law Firm is a trusted institution located at 1808 Santa Clara Avenue, Alameda, California, United States. Specializing in estate planning, our dedicated team is committed to guiding you through the process of securing your essential planning needs. We provide personalized counseling and education to address all your unique concerns and ensure that you, your loved ones, and your property are protected both during your lifetime and afterwards. During our complimentary initial consultation, we will discuss your specific estate planning goals and objectives, helping you understand the available planning options and costs involved. If you decide to proceed, we will work with you to design a customized estate plan that fits your individual needs and situation. At the signing meeting, we will review and execute your estate plan documents, ensuring that they are organized in an estate planning portfolio for your convenience.
Law Offices of Daniela Lungu
The Law Offices of Daniela Lungu, located in Pleasanton, California, is a trusted estate planning firm dedicated to helping clients understand and navigate their legal options. Specializing in estate planning, probate, elder law, asset protection, and more, Attorney Daniela Lungu offers personalized services to help clients achieve their long-term goals. With a focus on protecting assets, reducing taxes, and avoiding probate, the firm also provides educational classes to empower clients and their families. Whether you're planning for your family's future or seeking assistance with pet estate planning, the Law Offices of Daniela Lungu is committed to bringing you peace of mind. Contact us today to learn more about our comprehensive estate planning services.
Laura A. Davis Law Offices
Laura A. Davis Law Offices is a premier institution located in Monterey, California, specializing in estate planning and business solutions since 1988. Our experienced attorneys provide personalized and expert legal advice tailored to your unique circumstances. We prioritize building lasting relationships with our clients and offer services catered to those with assets ranging from $3 million to $20 million. Our estate planning services focus on avoiding probate court and maximizing tax savings, while our trust administration and business formation services ensure your family's best interests are protected. With a client-focused approach and a human touch, we strive to make complex legal concepts accessible and meaningful to everyday people. Contact us today to secure your family's future or the success of your business with our skilled attorneys at Laura A. Davis Law Offices.
Kathleen Lawler Bodmer, Attorney at Law, PC
Kathleen Lawler Bodmer, Attorney at Law, PC, located at 655 Capitola Road in Santa Cruz, California, is a trusted legal institution specializing in estate planning, trust administration, and business transactions. With over twenty years of experience, Kathleen provides professional and timely solutions to individuals, families, and businesses throughout the Monterey to San Francisco area. From probate avoidance to advanced tax planning, Kathleen works closely with her clients to address their unique needs and desires. With offices in Santa Cruz and Los Gatos, Kathleen Lawler Bodmer offers a wide range of services for all stages of life, ensuring that her clients receive comprehensive legal counsel for both personal and business matters.
O'Gorman & O'Gorman LLP
O'Gorman & O'Gorman, LLP is a prestigious law firm situated in Goleta, California, conveniently located just a short drive from Santa Barbara. Our dedicated team of attorneys offers top-notch legal services to individuals, businesses, trustees, and estates at a reasonable cost. We prioritize personalized attention for each client, regardless of the complexity of their legal needs. Specializing in estate planning and administration, we understand the importance of creating a comprehensive estate plan to provide clear guidance in the event of incapacity or passing. A well-crafted estate plan not only offers peace of mind but also helps avoid expensive court-supervised probate proceedings and conservatorship issues. Our expertise in estate planning allows us to minimize taxes, protect minor beneficiaries, and ensure assets are distributed according to the client's wishes.
Patinelli & Chang, LLP
Patinelli & Chang, LLP is a boutique Estate Planning law firm located in Torrance, California. Specializing in Estate Planning, Living Trust, Probate, and Trust Administration, the firm is dedicated to helping clients throughout Torrance, Manhattan Beach, West Hollywood, and surrounding areas protect their loved ones and assets. With a focus on proper planning and design, attorneys Michael J. Patinelli and John W. Chang have assisted numerous clients in avoiding Probate courts, Conservatorship hearings, and Estate Taxes. As individuals with families of their own, Patinelli & Chang, LLP understands the importance of comprehensive estate planning in safeguarding assets for future generations. Clients can expect personalized service and a friendly approach to discussing their unique family dynamics and financial goals. Whether single, married, widowed, or divorced, everyone can benefit from proactive estate planning to ensure their assets are protected and preserved.
Law Offices of Mark E. Swatik, Esq., MBA
The Law Offices of Mark E. Swatik, Esq., MBA is a distinguished institution located at 2377 Crenshaw Boulevard in Torrance, California. Mark Swatik is a Certified Legal Specialist in Estate Planning, Trust and Probate law, with accolades such as the Super Lawyers distinction and the highest AV Preeminent Rating in Legal Ability and Ethical Standards. He has been voted as the Best Living Trust Attorney and Best Estate Planning, Trust and Probate Attorney in various community awards. Mr. Swatik's practice includes Estate Planning, Revocable and Irrevocable Trusts, Probate, Trust Administration, advanced tax planning, Asset Protection, Special Needs planning, Elder law, and civil litigation. He collaborates with financial advisors and CPA’s to draft complex irrevocable trusts. With a background in law enforcement, Mr. Swatik brings a unique perspective to his legal practice.
Corona Probate Law
Corona Probate Law is a reputable institution located at 765 North Main Street in Corona, California, United States. Specializing in estate planning, wills, trusts, probate, and bankruptcy cases, the institution offers virtual appointments on days, evenings, and weekends for convenience. With a passion for providing credible and extensive legal services, the experienced attorneys at Corona Probate Law ensure statewide representation for all estate planning and probate matters. Whether you are looking to pass on your assets and values legally and efficiently, avoid probate and estate taxes, navigate intestate succession, or manage trustees effectively, Corona Probate Law is dedicated to guiding you through the process with expertise and care. Additionally, the institution offers services in debt relief, bankruptcy cases, and trust administration, ensuring that clients receive comprehensive legal support for all their needs.
First Class Counsel
First Class Counsel is a prestigious institution located at 4701 Von Karman Avenue in Newport Beach, California, United States. Specializing in providing compassionate and talented representation, we focus on creating custom-made estate plans tailored to your specific objectives. Our team takes the time to understand your unique needs and desires to maximize tax savings and avoid costly probate. As you navigate the decisions that come with aging and ensuring your family's financial security, our experienced attorneys are here to guide you. We offer quality, service-oriented representation in estate and tax planning, helping families effectively plan and protect their future. Whether you need assistance with estate planning or are facing probate, First Class Counsel is dedicated to serving you.
The Law Firm of Steven F. Bliss Esq.
The Law Firm of Steven F. Bliss Esq. is a reputable institution located at 43920 Margarita Road, Temecula, California, United States. Specializing in estate planning, wills, trusts, and probate, Steven F. Bliss is a passionate attorney with extensive experience in the field. Offering virtual appointments day, evening, and weekends, the firm provides statewide representation for clients seeking guidance on passing on their assets and values legally and efficiently. With a focus on avoiding probate and estate taxes, the firm also assists with trust administration and debt relief through bankruptcy cases. Steven F. Bliss has been practicing law since 1991 and is dedicated to providing achievable results for his clients. With a focus on personalized legal services, the firm's attorneys have a broad and in-depth understanding of estate planning and probate laws. Book a free consultation with Steven F. Bliss today to secure your estate's future.
Wildomar Probate Law
Wildomar Probate Law is a reputable institution located at 36330 Hidden Springs Road in Wildomar, California, United States. They specialize in estate planning, wills, trusts, and probate law, offering statewide representation for their clients. With virtual appointments available during the day, evening, and weekends, they provide a free thirty-minute consultation to discuss your needs. The passionate and experienced estate planning attorney, Steve Bliss, is dedicated to helping clients navigate the complexities of estate planning, probate, and trust administration. Whether you need assistance with creating a will, avoiding probate and estate taxes, or managing debt through bankruptcy, Wildomar Probate Law is here to guide you through the process. With a focus on achieving achievable results and providing personalized legal services, they are committed to building lasting relationships with their clients. Contact Wildomar Probate Law today to book your free appointment with a knowledgeable estate planning attorney.
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