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TOP 30 Expert estate planning services in San Bernardino, CA
13 results found
Search for local businesses, places and services near you
Delington Financial & Insurance Services
Delington Financial & Insurance Services, located at 21515 Hawthorne Boulevard in Torrance, California, offers a unique blend of financial and insurance solutions. Our professional team specializes in financial risk management, providing tailored strategies to protect you, your loved ones, and your assets from potential financial losses. Life is unpredictable, which is why our consultants are dedicated to finding the right mix of financial and insurance products to meet your specific needs. From dental insurance and discount plans to accident and illness coverage, we offer a comprehensive range of options to safeguard your financial well-being.
America"s Income Tax Service
America's Income Tax Service is a leading accounting and finance institution located at 595 West County Line Road in Calimesa, California, United States. Our team of financial experts is dedicated to providing top-notch tax assistance to ensure you get the best return for you and your estate. Whether you need a simple review of your finances or help with a comprehensive financial plan, we are here to guide you every step of the way. We understand that your time is valuable, which is why we make filing taxes easy and stress-free. Our team ensures that everything is done right the first time, so you can relax knowing that your taxes are in good hands. With our efficient and effective services, you can spend less time worrying about taxes and more time focusing on what matters most to you.
Ronzio & Associates
Ronzio & Associates is a well-established immigration law firm located in Los Angeles, California. With over 25 years of experience, our team of dedicated lawyers is committed to helping individuals and businesses navigate the complexities of U.S. immigration law. We are known for our successful advocacy and representation in immigrant-rights cases. As a leading immigration law firm, we specialize in uniting families, assisting individuals in attaining citizenship, and defending against government deportation efforts. Our goal is to make the American dream a reality for our clients.
Law Office of Eloy Aguirre
Located in Montclair, California, the Law Office of Eloy Aguirre is a trusted institution offering expert legal services in immigration law and estate planning. With a focus on providing personalized attention and professional service, Attorney Eloy Aguirre and his team are dedicated to helping clients navigate the complexities of the legal system. From ensuring assets are distributed according to your wishes to managing immigration affairs for you and your family, the Law Office of Eloy Aguirre is committed to achieving your legal goals. With a history of success in the local community, clients can trust that they are in good hands when working with this experienced team. Contact the Law Office of Eloy Aguirre today for a consultation and take the first step towards securing your legal future.
Rehmani & Associates
Rehmani & Associates is a finance and lawyer institution located at 14751 Plaza Drive in Tustin, California, United States. Specializing in services such as Conservatorship, Financial Elder Abuse, Trust and Probate Litigation, Elder Law, Estate Planning, POAs, Wills and Probate, Rehmani & Associates has offices in Tustin and Anaheim Hills. The institution is known for providing high-quality legal services in a personalized and attentive manner, with a focus on honesty, hard work, and intelligent legal practice. Their team offers personalized, compassionate, professional, and aggressive representation to clients, aiming to create intelligent and well-reasoned plans to meet their needs and solve their problems. They serve clients from Orange County, Riverside County, Los Angeles County, and San Bernardino County, including communities like Irvine, Newport Beach, Anaheim Hills, Yorba Linda, and more.
Law Offices of Sue C. Swisher
The Law Offices of Sue C. Swisher, located at 20955 Pathfinder Road in Diamond Bar, California, offers expert legal services in the areas of probate and estate planning. Serving clients in Pomona, West Covina, La Puente, Chino, La Habra, Fullerton, Anaheim, Santa Ana, Norwalk, La Mirada, Santa Fe Springs, Whittier, Los Angeles County, Orange County, and San Bernardino County, the firm specializes in handling all matters related to decedent's estates. With a focus on inheritance and distribution of assets after death, the team at Sue C. Swisher provides guidance to administrators/executors, trustees, surviving spouses, and others involved in the probate process. Free consultations are available to discuss estate planning needs, with recommendations for living trusts, wills, powers of attorney, and other methods to avoid probate and save time and money for heirs. A living trust offers the advantage of avoiding court involvement, allowing the settlor to maintain control of assets during their lifetime and ensuring distribution according to their specific instructions upon passing. While wills may be necessary in certain cases, the firm explains the differences between wills and trusts to help clients make informed decisions.
The Law Offices of Rosenstein & Associates
The Law Offices of Rosenstein & Associates, located at 28600 Mercedes Street in Temecula, California, is a professional law corporation specializing in accounting, finance, and legal services. With over 100 years of combined legal experience, our attorneys are dedicated to providing expert legal advice on general business matters to clients throughout Southern California, including Riverside, San Diego, San Bernardino, Orange, and Los Angeles Counties. We offer a wide range of services, including drafting and reviewing contracts, estate planning, business litigation, trademark and copyright protection, taxation assistance, bankruptcy reorganization, and more. Our team of experienced attorneys, led by founder Robert B. Rosenstein, is committed to delivering the highest level of legal expertise while upholding professionalism and solid ethics.
Mark Raymond McDonald, Esq.
Mark Raymond McDonald, Esq. is a reputable law firm located at 225 West Hospitality Lane in San Bernardino, California. Specializing in various areas of law, their team of experienced attorneys provide expert legal services to clients in need of professional representation. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Mark Raymond McDonald, Esq. is a trusted name in the legal community. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, their team is ready to assist you with personalized and effective solutions.
Kampf, Schiavone & Associates
Kampf, Schiavone & Associates is a reputable law firm located at 290 North D Street in San Bernardino, California. With a team of experienced attorneys, they provide high-quality legal services in various practice areas including personal injury, criminal defense, family law, and more. Known for their dedication to client satisfaction and successful case outcomes, Kampf, Schiavone & Associates is a trusted choice for individuals seeking legal representation in the San Bernardino area. Contact them today for expert legal advice and representation.
Law Offices of Rebekah Ryan Main
The Law Offices of Rebekah Ryan Main, located at 8588 Utica Avenue in Rancho Cucamonga, California, is a designated "Covid Compliant Business" by the County of San Bernardino. With policies in place to ensure compliance with local and state regulations, the office is now seeing clients in person again, with safety measures such as face coverings, physical distancing, and staggered appointments. Rebekah Ryan Main, with years of civil litigation experience, offers a client-centered practice focused on keeping clients informed and comfortable throughout their legal matters. Specializing in family law, including divorce, custody, and visitation issues, the firm prioritizes the best interests of children involved in these cases.
New York Life
New York Life is a renowned finance and insurance agency located at 1881 East Commercenter Circle, San Bernardino, California, United States. Offering permanent policies with guaranteed death benefits and cash value growth, as well as customizable long-term coverage options, New York Life provides expert guidance to help you plan for your financial future. With professionally managed investments, low-fee bundled options, and specialized solutions for education expenses, income replacement, and estate planning, New York Life is dedicated to helping individuals and families thrive. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, upholding values of diversity, responsibility, and service. With a mission to make the world a better place, New York Life supports communities through charitable giving and volunteer initiatives. Whether you're just starting to plan for your financial future or need help managing a complex situation, New York Life's agents are ready to tailor flexible solutions to meet your needs and budget. With high financial strength ratings and a commitment to giving back, New York Life is a trusted partner in securing your financial security and peace of mind.
West Harbour Financial Group
West Harbour Financial Group is a leading accounting and finance institution located at 473 East Carnegie Drive in San Bernardino, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
My Home Sold
Welcome to My Home Sold, your trusted real estate agency located at 24401 Dana Drive, Dana Point, California. We specialize in providing a seamless and stress-free home selling experience, offering you a no-obligation cash offer in just minutes. Our team is dedicated to making your property transaction as straightforward as possible, ensuring a win-win situation for all parties involved. At My Home Sold, we understand that selling a home can be daunting, especially when faced with repairs, realtor fees, and the hassle of emptying your home. That's why we offer a clean sale process with no hidden fees, allowing you to sell your property as-is. Our clients consistently highlight the ease and efficiency of our services, praising our professionalism, transparency, and exceptional customer service.
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