TOP 30 Best Estate tax planning services in Santa Barbara, California

Northwestern Mutual Financial, located at 1399 Greenworth Place, Santa Barbara, California, United States, is a finance and insurance agency that offers personalized financial planning and protection for individuals and families. With top ratings from major agencies and recognition for customer experience, our advisors focus on understanding your goals and guiding you through life's milestones. Our comprehensive approach combines investments, insurance, and annuities to help you achieve your financial aspirations. We prioritize diversity and inclusion in our workplace and communities, and are committed to creating a culture of respect and recognition. Connect with an advisor today to start planning for your future with Northwestern Mutual Financial.

McCarthy & Kroes is a prestigious law firm located at 125 East Victoria Street in Santa Barbara, California. With a team of experienced attorneys, they provide top-notch legal services in various areas of law, including corporate law, real estate law, and estate planning. Known for their dedication to their clients and their commitment to achieving the best possible outcomes, McCarthy & Kroes is a trusted and respected institution in the legal community. Whether you are in need of legal advice or representation, you can rely on McCarthy & Kroes to provide expert guidance and support.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

Syd Walker, CFP, AIF - Stifel is a leading finance and insurance agency located in the heart of Santa Barbara, California. With a focus on providing personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, we are here to provide expert guidance and support. Visit us at 206 East Anapamu Street to learn more about how we can help you secure your financial future.

Vokshori Law Group is a reputable finance and legal institution located at 10620 Falcon Way in San Diego, California, United States. Specializing in a wide range of legal services, the experienced lawyers at Vokshori Law Group provide expert guidance and representation in various financial matters. Whether you are seeking assistance with estate planning, business transactions, or debt relief, the dedicated team at Vokshori Law Group is committed to helping clients navigate the complexities of the legal system with professionalism and integrity. Schedule a consultation today to discuss your financial and legal needs with the experts at Vokshori Law Group.

The Werner Law Firm is a trusted California Estate Planning and Living Trust Law Firm located at 2655 First Street, Simi Valley, California. Since 1975, we have been providing expert legal assistance to clients in need of living trust or probate services. Our team of experienced living trust lawyers is dedicated to helping clients navigate the complexities of estate planning and ensure a smooth transition of property and wealth to their loved ones. Whether you need to create a living trust or require assistance with probate matters, our firm is here to help. We offer free consultations to discuss your specific situation and goals, and we work diligently to achieve the best outcome for you and your family. Our living trust lawyers are committed to providing peace of mind for years to come by setting up clear and comprehensive estate planning documents that reflect your wishes.

The Stoll Law Firm is a reputable legal institution located at 308 East Carrillo Street in Santa Barbara, California. With a team of experienced and dedicated attorneys, they provide expert legal services in various areas of law including personal injury, criminal defense, family law, and estate planning. Clients can expect personalized attention, strategic representation, and a commitment to achieving the best possible outcome for their case. Whether you are facing a complex legal issue or in need of legal advice, The Stoll Law Firm is here to help. Contact them today to schedule a consultation.

Kocmur Law Firm is a Professional Corporation located in Santa Barbara, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. We specialize in a wide range of practice areas, including but not limited to, personal injury, family law, and estate planning. Our firm is committed to delivering personalized and effective legal solutions tailored to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need legal advice, Kocmur Law Firm is here to help. Contact us today to schedule a consultation.

Buynak Law Firm is a reputable legal institution located at 523 Brinkerhoff Avenue in Santa Barbara, California, United States. With a team of experienced attorneys, Buynak Law Firm is dedicated to providing high-quality legal services to individuals and businesses in a wide range of practice areas. Whether you are in need of assistance with estate planning, business law, real estate transactions, or litigation, the skilled lawyers at Buynak Law Firm are here to help. Trust in their expertise and commitment to achieving the best possible outcome for your legal needs. Contact Buynak Law Firm today to schedule a consultation.

Tellus Law Group is a reputable law firm located at 351 Paseo Nuevo in Santa Barbara, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in a variety of practice areas, including business law, real estate law, estate planning, and more. With a commitment to excellence and personalized attention, Tellus Law Group strives to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Joel S. Crosby A Law Corporation is a reputable law firm located at 854 Miramonte Drive in Santa Barbara, California. Specializing in various areas of law, the firm provides expert legal services to clients in need of professional representation. With a team of experienced lawyers, Joel S. Crosby A Law Corporation is dedicated to providing personalized and effective legal solutions to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need legal advice, this firm is committed to delivering top-notch service and achieving the best possible outcome for their clients.

Hollister Law Office APC is a reputable law firm located at 228 West Carrillo Street in Santa Barbara, California. With a team of experienced attorneys, they provide high-quality legal services to clients in various practice areas. Whether you need assistance with estate planning, real estate transactions, business law, or civil litigation, Hollister Law Office APC is dedicated to helping you achieve your legal goals. Their personalized approach and commitment to client satisfaction set them apart from other law firms in the area. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Fauver, Large, Archbald & Spray, LLP is a leading law firm located at 820 State Street, Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, our firm is known for our strategic and practical approach to achieving results for our clients. With over 50 years of experience, we have built a reputation as trusted advisors to over 300 businesses in various industries. Our dedicated legal team listens to our clients' needs and works tirelessly to solve complex legal matters in a timely and creative manner. Whether negotiating transactions with complex business and tax terms or representing clients in court, our experienced attorneys are passionate about delivering successful outcomes for our clients.

Amherst Exchange Corporation is a reputable law firm located at 1590 Alameda Padre Serra in Santa Barbara, California. With a team of experienced lawyers, they specialize in providing legal services to clients in various areas including corporate law, real estate law, and estate planning. The firm is known for its dedication to providing personalized and professional legal representation to each client. Whether you are in need of legal advice or representation, Amherst Exchange Corporation is committed to helping you navigate through any legal challenges you may face. Contact them today to schedule a consultation.

The Law Offices of Arlene Bell is a reputable legal firm located at 1158 26th Street in Santa Monica, California. With years of experience and a dedication to providing top-notch legal services, Arlene Bell and her team specialize in various areas of law including family law, estate planning, and business law. Clients can expect personalized attention, expert advice, and effective representation for their legal matters. Whether you are going through a divorce, planning your estate, or need assistance with your business, The Law Offices of Arlene Bell is here to help you navigate the legal process with confidence and peace of mind. Contact us today to schedule a consultation.

Barnes & Barnes is a well-established institution located at 1900 State Street in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, Barnes & Barnes offers expert advice and guidance to individuals and businesses alike. With a team of experienced professionals, they provide top-notch services to help clients navigate the complex world of finances and legal matters. Whether you need help with tax preparation, financial planning, or legal representation, Barnes & Barnes is dedicated to providing personalized solutions to meet your needs.

Collins & Associates is a reputable institution located at 213 West Canon Perdido Street in Santa Barbara, California. Specializing in accounting, finance, and legal services, their team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. With a focus on professionalism and client satisfaction, Collins & Associates is committed to helping their clients navigate the complexities of financial and legal matters with ease and confidence. Whether you are in need of tax preparation, financial planning, or legal advice, Collins & Associates is here to help you achieve your goals.

JPG Law APC is a reputable law firm located at 15 West Carrillo Street in Santa Barbara, California. With a team of experienced and dedicated attorneys, we specialize in various areas of law including personal injury, criminal defense, family law, and estate planning. Our firm is committed to providing top-notch legal representation and personalized service to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Ted Baer Law Offices is a reputable legal institution located in the heart of Santa Barbara, California. With a strong focus on providing top-notch legal services, Ted Baer and his team of experienced lawyers are dedicated to helping clients navigate through complex legal matters. Whether you are in need of assistance with personal injury cases, criminal defense, or family law issues, Ted Baer Law Offices is here to provide expert guidance and representation. Visit us at 21 East Canon Perdido Street to learn more about how we can assist you with your legal needs.

Tuazon Law, APC is a reputable law firm located at 674 County Square Drive in Ventura, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in various areas of law including personal injury, criminal defense, family law, and estate planning. We pride ourselves on our personalized approach, attention to detail, and commitment to achieving the best possible outcomes for our clients. Whether you are facing a legal dispute or need assistance with planning for the future, Tuazon Law, APC is here to help. Contact us today to schedule a consultation.

Alliance Group is a leading finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Alliance Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the team at Alliance Group is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you navigate the complex world of finance and secure your financial future.

Old Coast Property Management, Inc. is a reputable accounting and finance institution located at 5266 Hollister Avenue, Santa Barbara, California, United States. With a focus on providing top-notch financial services, they specialize in property management and offer expert advice on investment strategies. Their experienced team is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you are a homeowner looking to rent out your property or an investor seeking guidance on real estate investments, Old Coast Property Management, Inc. is the go-to institution for all your financial needs.

Presidio Financial Advisors, located at 105 East De La Guerra Street in Santa Barbara, California, is a registered investment advisory firm specializing in discretionary investment and consulting services. As a fiduciary, our fundamental obligation is to act in the best interests of our clients, prioritizing their needs over our own. The name "Presidio" signifies a fortress and place of safety for the community, reflecting our commitment to creating a welcoming environment where clients can feel comfortable approaching us with questions and concerns. We believe in valuing individuals for who they are, not the size of their portfolio.

Morgan Stanley Financial Advisors is a leading finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong commitment to excellence and integrity, Morgan Stanley Financial Advisors provides tailored solutions to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you secure a prosperous financial future.

Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.

Curtis Advisory Group, LLC is a finance institution located at 735 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, Curtis Advisory Group offers personalized financial solutions to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Curtis Advisory Group is dedicated to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Hub Financial Management is a leading finance institution located at 115 West Canon Perdido Street in the vibrant city of Santa Barbara, California. Our team of experienced financial advisors are dedicated to providing personalized financial solutions to help our clients reach their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to guide you every step of the way. Visit us today and let us help you secure your financial future.

Omega Financial Group, LLC is a renowned finance institution located at 812 Anacapa Street in Santa Barbara, California, United States. With a team of experienced professionals, Omega Financial Group, LLC offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can expect personalized solutions tailored to their unique financial goals and objectives. With a commitment to excellence and integrity, Omega Financial Group, LLC strives to help clients achieve financial success and security.

Pacific Wealth Strategies is a leading financial institution located at 3 West Carrillo Street in Santa Barbara, California. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you navigate the complexities of the financial world. Contact us today to learn more about how Pacific Wealth Strategies can help you secure your financial future.

Merrill Lynch Financial Advisor Lisa M Daniel is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Lisa can assist in creating a flexible strategy tailored to your specific goals, while providing access to Merrill's investment insights and Bank of America's banking and lending solutions. She is dedicated to building strong client relationships based on trust and personalized service, with a focus on community involvement through volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and documented. By utilizing the Investment Personality Assessment, Lisa can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your priorities. As your life and goals evolve, Lisa will work with you to update your financial strategy accordingly. With a focus on understanding what matters most to you, Lisa's mission is to help you design and implement a personalized plan to pursue financial goals while managing investment risk. By staying engaged and discussing changes in your life and financial approach, Lisa aims to help you achieve what's important to you. With a commitment to putting you first, Lisa offers personalized investment strategies and access to comprehensive financial solutions to address your needs and goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Lisa is dedicated to helping you achieve your financial goals.