TOP 30 Inheritance estate planning in San Diego, California
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San Diego Elder Law Center
● OpenThe San Diego Elder Law Center, located at 7880 Golfcrest Drive in San Diego, California, is a premier Elder Law Firm specializing in assisting the elder, disabled, and special needs communities, as well as their families and caregivers. With a focus on services such as Medi-Cal and life care planning, public benefits planning, special needs planning, and preservation of family assets, the center provides exemplary client service. The experienced staff at the San Diego Elder Law Center can help with qualifying for Medi-Cal nursing home coverage, conservatorships, probate proceedings, estate planning, and special needs planning. They are experts in drafting Special Needs Trusts to supplement, not replace, public benefit programs.
7880 Golfcrest Dr, San Diego, CA 92119, United States -
Notary Express San Diego County
● ClosedNotary Express San Diego County is a trusted finance institution located at 1290 Calle Santiago in Chula Vista, California. Our professional notaries are committed to providing efficient and reliable notary services to individuals and businesses in the San Diego County area. Whether you need documents notarized for real estate transactions, legal matters, or other financial transactions, our experienced team is here to assist you. Trust Notary Express San Diego County for all your notary needs.
1290 Calle Santiago, Chula Vista, CA 91910, United States -
The Larkin Law Firm-San Diego
● OpenThe Larkin Law Firm in San Diego is a reputable institution specializing in finance and legal services. Located at 5927 Balfour Court in Carlsbad, California, this firm offers expert legal advice and representation for a variety of financial matters. With a team of experienced lawyers, they are dedicated to providing top-notch services to their clients in the United States. Whether you need assistance with estate planning, business transactions, or any other legal finance issue, The Larkin Law Firm is here to help. Contact them today for professional guidance and support.
5927 Balfour Ct STE 201, Carlsbad, CA 92008, United States -
Jenkins & Jenkins, Estate Planning Attorneys
● OpenJenkins & 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.
7220 Trade St # 115, San Diego, CA 92121, United States -
Preston Estate Planning
● OpenPreston 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.
12396 World Trade Dr UNIT 301, San Diego, CA 92128, United States -
Platinum Probate & Estate Planning
● OpenPlatinum Probate & Estate Planning is a reputable law firm located in San Diego, California, specializing in probate and estate planning services. Our experienced team of lawyers is dedicated to helping clients navigate the complexities of probate law and create thorough estate plans tailored to their individual needs. Located at 12526 High Bluff Drive, our firm provides personalized and professional legal services to ensure our clients' assets and wishes are protected for future generations. Contact us today to schedule a consultation and secure your family's financial future.
12526 High Bluff Dr UNIT 300, San Diego, CA 92130, United States -
Oath - San Diego Estate Planning & Investment Attorneys
● OpenAt Oath - San Diego Estate Planning & Investment Attorneys, we specialize in providing expert legal advice and guidance in the areas of estate planning and investments. Our experienced team is dedicated to helping our clients protect and grow their wealth through strategic planning and sound financial decisions. Located at 9655 Granite Ridge Drive in San Diego, California, our institution offers personalized services tailored to meet the unique needs of each individual client. Whether you are looking to create a comprehensive estate plan or seeking advice on investment opportunities, our team of skilled attorneys is here to help you navigate the complex world of finance and law. Trust Oath to be your partner in securing your financial future.
9655 Granite Ridge Dr #200, San Diego, CA 92123, United States -
Opelon LLP- a Trust, Estate & Probate Law Firm
● OpenOpelon LLP is a Trust, Estate & Probate Law Firm located in San Diego, California. With a team of experienced San Diego Probate Lawyers, Opelon LLP is dedicated to guiding clients through the complex probate process. Whether you need assistance with filing probate petitions, gathering assets, or distributing inheritances, Opelon LLP is here to help. With a focus on translating legal jargon into plain English and providing personalized service, Opelon LLP strives to make the probate process as stress-free as possible for clients. The firm's online secure client platform allows for easy communication and collaboration, making it convenient for clients all over California to work with their team.
4025 Camino del Rio S #320, San Diego, CA 92108, United States -
American Academy of Estate Planning Attorneys
● OpenThe American Academy of Estate Planning Attorneys is a prestigious institution located in San Diego, California. As a leading organization in the field of finance and law, the Academy provides top-notch education and resources for estate planning attorneys across the United States. With a focus on promoting excellence and professionalism in the industry, the institution offers valuable networking opportunities, continuing education programs, and cutting-edge resources to help its members stay ahead of the curve in the ever-evolving field of estate planning. If you are looking to enhance your knowledge and skills in estate planning, the American Academy of Estate Planning Attorneys is the place to be.
9444 Balboa Ave # 300, San Diego, CA 92123, United States -
Garretson Planning
● OpenGarretson Planning is a reputable finance institution located at 12636 High Bluff Drive in San Diego, California. With a focus on providing expert financial planning services, Garretson Planning is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, the experienced team at Garretson Planning is here to guide you every step of the way. Trust in Garretson Planning to provide personalized financial solutions tailored to your specific needs and circumstances.
12636 High Bluff Dr #400, San Diego, CA 92130, United States -
Bair Financial Planning
● OpenBair Financial Planning is a reputable finance institution located at 7676 Hazard Center Drive in San Diego, California, United States. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, grow your wealth, or plan for your children's education, Bair Financial Planning is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
7676 Hazard Center Dr #1050, San Diego, CA 92108, United States -
Next Gen Financial Planning
● OpenNext Gen Financial Planning is a cutting-edge finance institution located at 1455 Frazee Road in San Diego, California, United States. Our team of experienced financial advisors is dedicated to providing personalized and forward-thinking financial planning services to individuals and families of all ages. Whether you are just starting out in your career or planning for retirement, we are here to help you achieve your financial goals and secure your financial future. Contact us today to schedule a consultation and take the next step towards a brighter financial future.
1455 Frazee Rd Suite 543, San Diego, CA 92108, United States -
San Diego Wealth Management
● OpenSan Diego Wealth Management is a premier finance institution located at 6390 Greenwich Drive in San Diego, California. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start building a secure financial future.
6390 Greenwich Dr Suite 230, San Diego, CA 92122, United States -
Churchill Management Group - San Diego
● OpenChurchill Management Group in San Diego is a prestigious finance institution located in the heart of California. Our experts at 9920 Pacific Heights Boulevard are dedicated to providing top-notch financial services to our clients. With a strong reputation for excellence and a commitment to personalized care, we strive to help individuals and businesses achieve their financial goals. Trust Churchill Management Group for all your financial needs in San Diego.
9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121, United States -
Buchholz Financial Planning
● OpenBuchholz Financial Planning is a finance institution located at 11622 El Camino Real in San Diego, California. Our team of experienced financial planners is dedicated to helping our clients achieve their financial goals through personalized and strategic planning. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual or family. With a focus on transparency, integrity, and excellence, Buchholz Financial Planning is committed to providing top-notch financial guidance and support to our clients. Contact us today to schedule a consultation and take the first step towards a secure financial future.
2051, 11622 El Camino Real # 100, San Diego, CA 92130, United States -
Nationwide Legal
● OpenNationwide Legal is a reputable institution located at 110 West C Street in San Diego, California, United States. Our team of experienced legal professionals specializes in a wide range of legal services, including but not limited to personal injury, family law, criminal defense, and estate planning. We are dedicated to providing our clients with top-notch legal representation and personalized attention to help them navigate the complexities of the legal system. With a strong commitment to integrity and excellence, Nationwide Legal is your trusted partner in achieving justice and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
110 West C St #1211, San Diego, CA 92101, United States -
The Torres Law Firm
● OpenThe Torres Law Firm is a renowned legal institution located at 4550 Kearny Villa Road in San Diego, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized services to our clients. With a commitment to excellence and a track record of success, The Torres Law Firm is the go-to destination for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.
4550 Kearny Villa Rd STE 210, San Diego, CA 92123, United States -
Marcus Family Law Center PLC
● OpenThe Marcus Family Law Center PLC is a reputable law firm specializing in family law matters, conveniently located at 9820 Willow Creek Road in San Diego, California. With a team of experienced and dedicated lawyers, the firm provides expert legal services in areas such as divorce, child custody, alimony, and more. Clients can trust the Marcus Family Law Center PLC to provide personalized and compassionate representation during difficult times. Contact them today for professional legal assistance with your family law needs.
9820 Willow Creek Rd # 285, San Diego, CA 92131, United States -
Kohler Legal
● OpenKohler Legal is a reputable law firm located in San Diego, California. Our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. We specialize in various areas of law, including but not limited to, personal injury, business law, and estate planning. Our office is conveniently located at 2305 Historic Decatur Road, making it easily accessible to clients in the San Diego area. At Kohler Legal, we are committed to delivering excellent legal representation and achieving 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.
2305 Historic Decatur Rd Suite 100, San Diego, CA 92106, United States -
Law Office Of Attorney Rayana Thomas
● OpenThe Law Office of Attorney Rayana Thomas is a reputable legal firm located at 8880 Rio San Diego Drive in San Diego, California. Specializing in various areas of law, Attorney Rayana Thomas provides expert legal services to clients in need of representation and guidance. With a commitment to professionalism, integrity, and personalized attention, the firm strives to achieve the best possible outcomes for each client. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a criminal matter, Attorney Rayana Thomas and her team are dedicated to providing top-notch legal services tailored to meet your specific needs. Contact the Law Office of Attorney Rayana Thomas today for a consultation.
8880 Rio San Diego Dr # 800, San Diego, CA 92108, United States -
Ipsan West
● OpenIpsan West is a finance institution located at 12707 High Bluff Drive in San Diego, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Ipsan West is here to help. With a commitment to excellence and personalized service, we strive to help our clients build a secure financial future. Contact us today to learn more about how Ipsan West can help you reach your financial goals.
12707 High Bluff Dr # 200, San Diego, CA 92130, United States -
Gary Mickey - C2 Reverse Mortgage
● OpenGary Mickey - C2 Reverse Mortgage is a finance institution located at 30267 Moon Star Circle in Menifee, California, United States. Gary Mickey is a Certified Reverse Mortgage Professional with the knowledge and competency to help seniors benefit from reverse mortgages. With a focus on aging in place, Gary provides personalized service to determine if a reverse mortgage is right for you and your family. As one of only 158 individuals with the CRMP designation, Gary upholds high standards of ethical and professional practice in the industry. The institution offers valuable resources on their website, including a Q&A section and Learning Center. With experience in purchasing his own home with a reverse mortgage, Gary understands the advantages firsthand. Serving the Inland Empire from his office in Menifee, Gary provides a local advantage to clients. The available loan amount depends on various factors, and borrowers must be 62 or older to utilize a reverse mortgage. With a focus on sustainability, the loan to value percentages are typically less than a forward mortgage. Heirs have options regarding the disposition of the property once the last surviving borrower passes away. The institution is licensed by the California Bureau of Real Estate and is an Equal Opportunity Mortgage Broker/Lender. Gary serves various locations in Southern California, including Menifee, Temecula, Lake Elsinore, Murrieta, Hemet, Oceanside, San Diego, Corona, Riverside County, Orange County, and San Diego County.
30267 Moon Star Cir, Menifee, CA 92584, United States -
Renzo Marsano - MAR Financial
● OpenRenzo Marsano - MAR Financial is a reputable finance institution located in San Diego, California. With a focus on providing top-notch financial services, Renzo Marsano and his team are dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or managing your finances, MAR Financial is here to provide expert guidance and support. Visit us at 10620 Treena Street to learn more about how we can help you secure your financial future.
10620 Treena St Suite 230, San Diego, CA 92131, United States -
Law Office of Christine Padilla
● OpenThe Law Office of Christine Padilla, located at 320 Encinitas Boulevard in Encinitas, California, is dedicated to helping clients navigate the complexities of estate planning, trust administration, and probate. With a focus on providing clarity and confidence, Christine Padilla and her team guide clients through the process of creating personalized estate plans that may include wills, trusts, powers of attorney, asset re-titling, and guardianship nominations. With a background in Psychology and a Juris Doctorate degree from the University of San Diego School of Law, Christine Padilla is well-equipped to assist clients in preparing for the future and ensuring that their wishes are carried out effectively. Don't let estate planning be put on the back burner - let the Law Office of Christine Padilla help you create a plan that provides peace of mind for you and your loved ones.
320 Encinitas Blvd suite c, Encinitas, CA 92024, United States -
Law Offices of E. John Damasco
● OpenThe Law Offices of E. John Damasco is a reputable finance and legal institution located at 225 West Market Street in San Diego, California. Led by experienced attorney E. John Damasco, the firm offers expert legal services in various areas of law including finance, business, real estate, and more. With a dedication to providing personalized and effective legal solutions, the Law Offices of E. John Damasco is committed to helping clients navigate complex legal matters with confidence and peace of mind. Contact us today for a consultation.
225 W Market St, San Diego, CA 92101, United States -
Counterpoint Legal
● OpenCounterpoint Legal is a reputable law firm located at 1901 1st Avenue in the vibrant city of San Diego, California. Specializing in various legal matters, our team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require guidance in a business dispute, we are here to help. At Counterpoint Legal, we are dedicated to providing our clients with personalized and effective legal solutions to help them achieve the best possible outcome. Trust us to be your advocate in the complex legal system.
1901 1st Ave. Suite 405, San Diego, CA 92101, United States -
Law Office of Thomas B. Gorrill
● OpenThe Law Office of Thomas B. Gorrill is a prestigious legal institution located at 2341 Jefferson Street in San Diego, California. Specializing in finance and legal matters, this firm is dedicated to providing top-notch legal services to clients in need of expert advice and representation. With a focus on professionalism, integrity, and client satisfaction, the Law Office of Thomas B. Gorrill is committed to helping individuals navigate complex legal issues and achieve favorable outcomes. Contact us today for a consultation and let us guide you through the legal process with skill and expertise.
2341 Jefferson St STE 100, San Diego, CA 92110, United States -
Law Offices of Ronald R. Webb, APC
● OpenThe Law Offices of Ronald R. Webb, APC is a prestigious law firm located at 5755 Oberlin Drive in San Diego, California. Specializing in various areas of law, including estate planning, probate, and business law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a reputation for excellence and a commitment to achieving the best possible outcomes for our clients, the Law Offices of Ronald R. Webb, APC is a trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.
5755 Oberlin Dr Ste 301/315, San Diego, CA 92121, United States -
Delia Law - Tax Law Firm
● OpenDelia Law - Tax Law Firm is a renowned institution located at 4445 Eastgate Mall in San Diego, California, United States. Specializing in accounting, finance, and legal services, our team of experienced IRS Tax Attorneys in San Diego is dedicated to helping clients navigate through complex IRS disputes. From wage garnishment to IRS back taxes, our tax lawyers are here to provide expert guidance and support. Situated in the vibrant city of San Diego, our firm is committed to serving the diverse community with personalized tax resolution services. Led by renowned tax attorney Dawn Delia, we prioritize client satisfaction and strive to alleviate IRS-related stress. Our team is dedicated to explaining the complexities of tax laws in a simple and understandable manner, creating customized plans, and providing regular updates to ensure transparency and peace of mind for our clients.
4445 Eastgate Mall #200, San Diego, CA 92121, United States -
Law Office of Maria Taylor
● OpenThe Law Office of Maria Taylor is a reputable legal institution located at 9920 Pacific Heights Boulevard in San Diego, California, United States. Specializing in various areas of law, Maria Taylor and her team 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, the Law Office of Maria Taylor is a trusted choice for anyone seeking legal assistance in the San Diego area.
9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121, United States
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