The 30 Best Estate tax minimization in California

Barnes Wealth Management: O'Donnell Dani M is a reputable finance institution located at 5060 California Avenue in Bakersfield, California, United States. With a focus on providing personalized financial planning and wealth management services, the institution is dedicated to helping individuals and families achieve their financial goals. Led by experienced professionals, Barnes Wealth Management offers a range of services tailored to meet the unique needs of each client, including investment management, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barnes Wealth Management: O'Donnell Dani M is committed to guiding you towards financial success.

Main Street Advisors is a finance institution located at 3110 Main Street in the beautiful city of Santa Monica, California. With a team of experienced financial advisors, we provide personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Main Street Advisors is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Edward Jones - Financial Advisor: John S Arens III, AAMS™ is a reputable finance institution located at 444 West Ocean Boulevard, Long Beach, California, United States. Specializing in providing personalized financial advice and services, John S Arens III is a knowledgeable and experienced advisor who holds the Accredited Asset Management Specialist™ (AAMS) designation. With a focus on helping clients achieve their financial goals and secure their financial future, this institution offers a wide range of financial products and services tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: John S Arens III, AAMS™ is dedicated to providing expert guidance and support every step of the way.

Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located at 3900 Kilroy Airport Way in Long Beach, California. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is here to provide personalized and comprehensive financial solutions tailored to your unique needs. Trust Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC to guide you on the path to financial success.

Bank of America Private Client Advisor Steven Raymond Dias is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. Steven Dias, a Managing Director and Private Client Advisor, specializes in building relationships with high-net-worth individuals, business owners, family offices, and private foundations. With a background in business banking, Steven and his team provide professional oversight on various financial aspects such as cash flow management, tax minimization, banking solutions, business succession, legacy planning, and philanthropic strategies. They offer specialized lending solutions for real estate, airplanes, yachts, securities, fine art, and collectibles. The team at Bank of America Private Bank is dedicated to creating personalized wealth management plans based on trust, personal experience, and the unique needs of each client. They aim to help individuals, families, businesses, and institutions achieve their financial objectives by providing disciplined financial strategies and innovative solutions. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.

Grant DeVaul - RBC Wealth Management Financial Advisor is a leading finance institution located at 1901 Avenue of the Stars in Los Angeles, California. As a trusted financial advisor, Grant DeVaul provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, Grant DeVaul and his team offer comprehensive services to individuals and families seeking to build and protect their financial assets. With a commitment to excellence and a dedication to client satisfaction, Grant DeVaul - RBC Wealth Management Financial Advisor is a top choice for those looking for professional financial advice in the Los Angeles area.

Merrill Lynch Private Wealth Advisor Ryan Patrick Allen, located at 9595 Wilshire Boulevard in Beverly Hills, California, offers specialized services and industry-leading research to help clients stay ahead in managing their wealth. With a focus on personalized service and trust, the team at Merrill Private Wealth Management, led by Rebecca Rothstein, provides expertise in wealth management, tax minimization, and estate planning for affluent individuals, families, and institutions. The team, including Evan Rothstein, Herman Quispe, John Vukson, and Tim Leonard, offers a range of financial services, including investment analysis, asset allocation, lending, and insurance, to address the unique needs of high-net-worth clients. Jennifer, with her extensive operations experience, focuses on initial public offerings, insurance, and estate planning services. Recognized by top financial publications, the team at Merrill Lynch Private Wealth Advisor is dedicated to providing exceptional client service and helping clients achieve their wealth management goals.

L.A.D. Financial Services is a reputable finance institution located in Downey, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, tax preparation, and more. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liability, L.A.D. Financial Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Merrill Lynch Private Wealth Advisor Kris Reddaway, located at 520 Newport Center Drive in Newport Beach, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. Their wealth planning philosophy focuses on tax minimization strategies, preserving clients' earnings, creating a financial roadmap to achieve important milestones, and preparing heirs for generational wealth responsibilities. As part of Merrill Private Wealth Management, clients have access to services typically reserved for large institutions. The team of private wealth advisors is trained to meet specialized needs with personalized service based on trust. Strategies are designed to help clients achieve their goals through a goals-based wealth management approach.

Barloon, Barron & Mais Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a focus on trust, integrity, and expertise, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, preserve your assets, or plan for the future, our team is dedicated to providing top-notch financial advice and guidance. Contact us today to learn more about how we can help you secure your financial future.

Sandra Devich - Morgan Stanley is a prominent finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong reputation for excellence in financial services, Sandra Devich - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced team of professionals who provide personalized advice and strategic guidance to clients seeking to grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Sandra Devich - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and clarity.

The Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.

Newport Center Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 888 San Clemente Drive in Newport Beach, California. As a part of the globally renowned UBS Financial Services Inc., we offer top-notch wealth management services to our clients, helping them navigate the complexities of the financial world and achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Trust Newport Center Wealth Management - UBS Financial Services Inc. to guide you towards a secure financial future.

Merrill Lynch Private Wealth Advisor Jeremy Kovacs is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. They offer industry-leading research and expert analysis to help clients stay ahead financially. Their team of private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs, creating a flexible roadmap that includes tax minimization strategies. They aim to help clients achieve their lifestyle goals through personalized strategies and a goals-based wealth management approach. Clients have access to services and resources typically reserved for large institutions, with a focus on delivering meaningful outcomes.

Steven D Curtis is a financial advisor at Ameriprise Financial Services, LLC located at 41690 Ivy Street in Murrieta, California. Steven holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial advice, Steven is committed to helping clients make informed decisions to secure their financial future. Whether you are a retiree, small business owner, high net worth individual, or someone in need of specialized financial planning, Steven D Curtis can provide the guidance and expertise you need to achieve your financial goals.

Intelligence Driven Advisers is a leading financial institution located at 25220 Hancock Avenue in Murrieta, California, United States. Our team of expert advisers utilizes cutting-edge intelligence and data-driven strategies to provide personalized financial advice and solutions to our clients. With a focus on maximizing returns and minimizing risks, we are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how Intelligence Driven Advisers can help you secure a more prosperous future.

Renaissance Wealth Management is a leading finance institution located at 5029 La Mart Drive in Riverside, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. From wealth management to investment planning, retirement planning, and more, we offer a comprehensive range of services tailored to meet the unique needs of each client. Trust Renaissance Wealth Management to provide you with expert financial guidance and personalized solutions to help you build and protect your wealth.

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.

Merrill Lynch Financial Advisor David D Price is a finance institution located at 7825 Fay Avenue, San Diego, California, United States. The team at Merrill Lynch is dedicated to understanding your values and goals to help you achieve your financial objectives. They work with retirees, busy professionals, and families with significant assets to simplify the complexities of their financial lives and provide personalized services such as portfolio construction, asset allocation, retirement income strategies, and estate planning. The team combines investing experience with the resources of Merrill Lynch Wealth Management to create tailored strategies for each client. They focus on preserving and growing assets, minimizing taxes and inflation, and avoiding costly mistakes. The team believes in focusing on what they can control, such as portfolio allocation and savings habits, to achieve the best outcomes for their clients.

Merrill Lynch Financial Advisor Sean E McSweeny is a finance institution located at 1000 Aviara Parkway, Carlsbad, California, United States. At The Hollman, McSweeny, Albert & Byrnes Group, our team brings decades of knowledge and expertise to a diverse clientele of high-net-worth families. We specialize in inter-generational wealth planning, retirement, investment, legacy planning, and liability management. Our customized strategies cater to each client's unique financial goals and values, incorporating alternative investments and socially responsible investing strategies. We work closely with clients' attorneys and CPAs to optimize tax minimization and estate planning strategies. With access to the resources of Merrill and Bank of America, we aim to help clients manage, grow, and preserve their wealth for generations to come. We believe in starting every relationship with a conversation to understand our clients' goals and priorities, providing personalized financial solutions tailored to their individual needs. Our team is dedicated to building strong client relationships based on trust and personalized service, ensuring that clients stay on track to achieve what matters most to them.

The Ruysschaert Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located at 600 West Broadway in San Diego, California, United States. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our institution offers personalized solutions tailored to your unique needs. Trust in the expertise and guidance of The Ruysschaert Wealth Management Group - UBS Financial Services Inc. to secure your financial future.

Taylor Wealth Management - UBS Financial Services Inc. is a leading financial institution located in San Diego, California. With a focus on wealth management, our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, our team is committed to providing top-notch service and expertise. Visit us at 12220 El Camino Real to learn more about how we can help you secure your financial future.

ATS Wealth Management is a finance institution located at 5435 Oberlin Drive in San Diego, California, United States. From investment management to retirement planning, ATS offers a range of services to help clients pursue their financial objectives. The experienced team of financial advisors takes a personalized approach to help clients address their financial goals, whether it be advanced asset management strategies, estate planning guidance, or tailored financial planning. ATS understands that your assets represent your hard work and dreams for the future, and they are committed to helping you achieve your investment goals in a personalized and tailored manner. The institution guides clients through the financial planning process, ensuring that their assets are distributed according to their wishes while minimizing taxes and other costs. With a focus on fiduciary responsibility and a holistic approach to investment strategy, ATS Wealth Management aims to help families pursue stability in their financial future. The team at ATS has been providing advanced asset management and estate planning strategies for over three decades, with a track record of helping clients pursue their financial goals.

Thomas Butler - Private Client Advisor is a prestigious finance institution located at 1333 North California Boulevard in Walnut Creek, California, United States. With a focus on providing personalized financial advice and services to high-net-worth individuals, Thomas Butler offers a unique and tailored approach to wealth management. With a team of experienced and knowledgeable advisors, clients can trust in the expertise and professionalism of this institution. Whether it's investment strategies, retirement planning, or estate management, Thomas Butler is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Gloria Rothbaum is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Gloria, who has a background in technology entrepreneurship, consulting, and investing, leads a practice that caters to a primarily referred clientele of well-educated individuals on the West and East Coasts. Her hands-on, planning-based approach aims to help clients understand their financial story and plan for the future. Gloria's practice focuses on analyzing various aspects of clients' financial situations, offering real-world scenarios and strategies to help them achieve their goals. With a deep understanding of her clients' risk tolerance, liquidity needs, and investment timelines, Gloria acts as a 'professional shopper' to find the best financial solutions for each individual. She also collaborates with specialists at Bank of America to provide a comprehensive suite of services, including wealth management strategies, lending options, tax minimization, and estate planning.

Tozer Wealth Management is a premier financial institution located at 1610 Blossom Hill Road in San Jose, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Tozer Wealth Management provides comprehensive services tailored to your individual needs. With a commitment to transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.

Shalhoub Financial is a reputable finance institution located at 831 State Street in Santa Barbara, California, United States. With a track record of excellence in financial services, Shalhoub Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and debt management, the experienced professionals at Shalhoub Financial are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

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.

Hofer & Associates Wealth Management is a leading finance institution located at 90 Thousand Oaks Boulevard in the beautiful city of Thousand Oaks, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today and let us help you take control of your finances and achieve financial success.

The Retirement Wealth Center, led by Peter Girolamo CPA, is a trusted institution located in Thousand Oaks, California. Specializing in finance, they provide expert advice and services to help individuals plan for a secure and prosperous retirement. Whether you are looking to invest wisely, manage your assets, or minimize tax liabilities, the Retirement Wealth Center is dedicated to helping you achieve your financial goals. With a focus on personalized attention and strategic planning, Peter Girolamo CPA and his team are committed to guiding clients towards a financially stable future.