The 30 Best Legacy planning in Santa Monica, California

Arthur Murray Dance Studio Santa Monica, located at 928 Broadway in Santa Monica, California, is the perfect place to discover the joy of dancing. Whether you're looking for a fun night out, a new hobby, or a unique date night experience, our welcoming community is full of love, laughter, and of course, lots of dancing! Couples can strengthen their bond by dancing together, while individuals can learn new skills and meet new friends. Planning a wedding? Make your big day even more special with a planned dance that will wow your guests.

Tree of Life Law Firm, located at 2219 Main Street in Santa Monica, California, is a trusted institution specializing in estate planning and ensuring the protection of your family's future. Led by attorney Edmund Yan, the firm offers comprehensive services to create the most complete living trust, including power of attorney, advance healthcare directive, wills, property transfers, and more. With over 500 satisfied clients, Tree of Life Law Firm is dedicated to providing personalized and thoughtful estate planning solutions. As a client of Tree of Life Law Firm, you will receive various bonuses such as free annual reviews, mobile notary services, and secure online document storage. Attorney Edmund Yan's mission is to care for families with love and compassion, ensuring that your legacy is preserved for generations to come. Recognized as one of the top estate planning attorneys in California, Edmund Yan is committed to guiding you through the legal process with clear communication and expert advice.

Hall Doyon Law Group, PC is a trusted institution located at 201 Santa Monica Boulevard in Santa Monica, California. Specializing in estate planning, estate tax law, asset protection, and estate settlement procedures, our team, led by experienced family trust attorney Jane Beaumont Hall, is dedicated to meeting the needs and goals of our Los Angeles client base. We offer a confidential and comfortable setting for discussing important issues concerning your family, business, and pets. Our 3-step representation process ensures that our clients receive personalized attention and expert guidance throughout the estate planning, trust administration, and probate processes. Whether you have simple questions or complex concerns, we are here to help simplify the estate planning process for you. Contact us today to schedule a consultation and take the first step towards securing your future.

Northwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.

Vested Law is a respected legal institution located at 1659 11th Street in Santa Monica, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in a wide range of practice areas. Whether you are in need of assistance with business law, real estate transactions, estate planning, or any other legal matter, our knowledgeable and skilled team is here to help. With a commitment to excellence and a focus on client satisfaction, Vested Law is the premier choice for all your legal needs in the Santa Monica area.

Windfall Financial Advisors is a highly respected institution located at 100 Wilshire Boulevard in Santa Monica, California. As a CNN, CNBC, and Forbes Financial Contributor, we are known for our expertise in financial planning and wealth management. Our team of Certified Exit Planning Advisors (CEPA®) is dedicated to providing fee-only, fiduciary financial advice to our clients. With over two decades of experience, we specialize in protecting, planning, and growing financial windfalls into lasting legacies. Whether you have received an inheritance, settlement award, lottery winnings, or experienced sudden success in sports and entertainment, our Quick Tips ebook offers detailed instructions on how to manage your newfound wealth.

Ocean Avenue Wealth Management is a prestigious finance institution located at 1431 Ocean Avenue in the vibrant city of Santa Monica, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Ocean Avenue Wealth Management to navigate the complexities of the financial world and help you secure a prosperous future.

Victus Capital Wealth is a prestigious finance institution located at 1327 Ocean Avenue in Santa Monica, California, United States. With a reputation for excellence in wealth management and financial planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Victus Capital Wealth provides personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

Refresh Investments LLC is a finance institution located in Santa Monica, California, United States. We are a fee-only, fiduciary financial services firm with offices in Santa Monica and San Diego, CA, serving clients throughout Southern California and the United States. Our clients come from diverse backgrounds and have unique stories, but they all share a desire to feel empowered and assured that their assets are strategically invested to achieve their life's ambitions. As fee-only fiduciary advisors, we provide solid financial advice without any product sales. Our mission is to transform your financial experience by aligning your values with the wealth you've built and supporting you in creating your best financial life. We begin by clarifying your vision of the future and retirement, building a tailored financial plan or investment strategy, and monitoring and updating it as needed. We invite you to become part of our engaging community and see if we're the right fit for you. Contact us at our Santa Monica or San Diego offices to see how we can help change your life.

One Wealth Management is a finance institution located at 233 Wilshire Boulevard, Santa Monica, California, United States. We believe that relationships are key to success, inspiring trust and discipline for mutual growth. Our team is dedicated to understanding your goals and helping you reach your full potential. Our experienced advisors specialize in investment management strategies and financial planning, analyzing, customizing, implementing, and protecting plans to help you achieve financial success. We work as a team to fulfill your goals and provide a wide range of financial services to meet your needs.

Private Wealth Management at U.S. Bank located in Santa Monica, California, is dedicated to helping individuals and families achieve their wealth goals. With expertise in working with business owners, corporate executives, and modern families, our team is committed to providing personalized advice for unique needs and situations. Our Market Leader, Omid Noori, emphasizes empowering clients to leave the legacy they envision. Additionally, U.S. Bank believes in giving back to the community through charitable donations and volunteer work. Investment and insurance products are available through U.S. Bancorp Investments, and our team does not provide tax or legal advice. We strive to help clients manage concentration risk in their portfolios and diversify their investments. As an Equal Housing Lender, U.S. Bank is dedicated to providing quality financial services to our clients.

Merrill Lynch Wealth Management, located at 100 Wilshire Boulevard in Santa Monica, California, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. They go beyond traditional wealth planning advice by offering guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to meet their long-term objectives. The branch is also dedicated to giving back to the community through volunteerism and charitable outreach. With access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources, clients can trust Merrill Lynch to help them pursue their financial and life goals. Whether you are a seasoned financial advisor or looking to start a career in wealth management, Merrill Lynch offers professional training, mentoring, and technology to support your growth. Investing with Merrill Lynch involves risks, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a wide range of brokerage, investment advisory, and other services available, Merrill Lynch Wealth Management is dedicated to helping clients achieve their unique financial goals.

Evergreen Advantage is a reputable finance institution located in the heart of Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Evergreen Advantage has you covered. Visit us at 1424 4th Street to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Nicholas Anthony is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they evolve over time. Our mission is to understand what matters most to you, helping you make informed investment decisions to reach your goals. Through our Investment Personality Assessment, we tailor a financial approach to suit your preferences. We offer personalized plans, regular check-ins, and access to the investment insights of Merrill and banking solutions from Bank of America. Our goal is to help you achieve financial success and turn your aspirations into reality. Let's work together to create a financial approach that reflects your personality and priorities.

The Wealth Advisor is a leading financial institution located at 401 Wilshire Boulevard in Santa Monica, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Welcome to Leo Carrillo - Staircase Parking Lot, your convenient gateway to the stunning Leo Carrillo State Park. Nestled at 40000 Pacific Coast Highway in Malibu, California, our parking facility offers easy access to the park's diverse natural attractions, just 28 miles northwest of Santa Monica along the iconic Highway 1. Leo Carrillo State Park is a haven for outdoor enthusiasts, featuring 1.5 miles of pristine beach perfect for swimming, surfing, windsurfing, and surf fishing. Explore the enchanting tide pools, coastal caves, and reefs, or enjoy a leisurely walk among the giant sycamores shading our main campgrounds. Adventure awaits in the park's backcountry, where you can discover the former ranch landscape and the serene stock pond at the Nicholas Flat Natural Preserve.

Welcome to FRIENDS Funeral Home - Cremation and Burials Los Angeles, where we offer compassionate and personalized funeral services tailored to honor the life and legacy of your loved ones. Located at 37A Park Avenue, Los Angeles, California 90291, our family-owned funeral home is dedicated to serving the community with dignity and respect, 24/7. With facilities conveniently situated in Venice, Santa Monica, South Gate, Altadena, and throughout greater Los Angeles, we strive to make the process as seamless as possible by coming to you to arrange all necessary details. Whether you prefer a traditional, religious, modern, or uniquely stylish service, our dedicated team is here to turn your final wishes into reality.

Welcome to Durón Gallery at SPARC, a vibrant hub of artistic expression and social activism located at 685 North Venice Boulevard, Los Angeles, California. As a proud part of the Social and Public Art Resource Center (SPARC), our gallery is dedicated to promoting art that inspires political action and social justice. We invite you to join us in supporting another 40 years of impactful arts activism by contributing to SPARC today. Your donations, no matter the size, help us remain responsive to community needs and continue our mission. We are thrilled to announce the launch of MuralMemoirs, an exciting new initiative designed to capture and share the stories and memories connected to murals in our communities. In this initial phase, we encourage you to share your personal experiences related to iconic pieces like the Great Wall or the World Wall. Your narratives are vital to us, and we want to hear them!

Welcome to Toes Beach, a cherished gem nestled in the heart of Playa del Rey, Los Angeles, California. Located at 6615 Pacific Avenue, Toes Beach is more than just a park—it's a vibrant community hub steeped in rich history and coastal charm. In the 1950s and early 1960s, Playa del Rey was celebrated as a premier surfing destination in Los Angeles. Although the surf has changed over the years due to rock jetties designed to prevent beach erosion, the spirit of those early days lives on at Toes Beach. Named by local surfers in 1961, "Toes" refers to the iconic "toes over the nose" surfing maneuver, a nod to the beach's surfing legacy.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.