Tax planning legal in San Marcos, CA
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Calisse M. Courtney, Law
● OpenCalisse M. Courtney, Law is a reputable law firm located at 2948 San Marcos Avenue in the charming town of Los Olivos, California. Specializing in various areas of law, including civil litigation, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, Calisse M. Courtney, Law is the go-to destination for all your legal needs in the United States.
2948 San Marcos Ave Suite 204, Los Olivos, CA 93441, United States -
Law Office of Ione Rummery
● OpenThe Law Office of Ione Rummery, located at 100 East San Marcos Boulevard in San Marcos, California, offers legal services in the areas of estate planning, trust administration, and probate. If you are unsure if you need help, you can schedule a brief phone consultation with Ione to discuss your options. If legal assistance is needed, she will meet with you in person for free. If she is unable to assist you, she will refer you to another local attorney who can help. Estate planning is essential for anyone with dependents or assets, as it helps manage your estate and health care while alive and distribute assets to chosen beneficiaries after passing away. Trust administration involves the distribution of assets of a recently deceased loved one, governed by complex probate, trust, and tax laws. Probate is a court-supervised process for settling debts and distributing assets to heirs, required when the value of assets exceeds $150,000. Ione Rummery is licensed to practice law in California and this website is for general information only, not legal advice. An attorney-client relationship is not established by viewing this website. Contact the Law Office of Ione Rummery for assistance with your legal needs.
100 E San Marcos Blvd #407, San Marcos, CA 92069, United States -
CPT Institute
● OpenCPT Institute, located at 1 Civic Center Drive in San Marcos, California, is a national tax-exempt non-profit trustee dedicated to protecting the seriously injured and at-risk individuals. They offer free case consultations for the legal community to help settle cases without jeopardizing government benefit eligibility. The institute involves clients in understanding how the trust operates and helps create a plan of action to achieve their goals. They have a Spanish translator available for assistance. Operating on the West Coast, their office is located at 310 S. Twin Oaks Valley Road #107-174 in San Marcos, CA. They can be reached at 877.695.6444 from Monday to Friday, 9 AM to 5 PM EST/PST. For inquiries or assistance, contact them via phone, fax, or email. The institute is committed to helping individuals navigate the complexities of legal and financial matters to secure their future.
1 Civic Center Dr, San Marcos, CA 92069, United States -
State Farm Insurance Auto, Home, Life, & Business Insurance
● OpenState Farm Insurance Auto, Home, Life, & Business Insurance is an insurance agency located at 120 West Grand Avenue, Escondido, California, United States. We specialize in providing auto, home, life, and health insurance services, with a focus on relocations to Escondido, San Diego, San Marcos, and Valley Center. We also offer car insurance quotes, home insurance quotes, multi-line life insurance, and health insurance. At our institution, we prioritize the safety and security of our clients, providing tips on home security, drunk driving prevention, and passenger safety for teen drivers. We value referrals and are currently accepting applications for car insurance, Fair Plan, and CEA.
120 W Grand Ave Ste 101, Escondido, CA 92025, United States -
Bartjan Vargas - State Farm Insurance Agent
● OpenBartjan Vargas - State Farm Insurance Agent is an insurance agency located at 120 West Grand Avenue in Escondido, California. We specialize in auto insurance, home insurance, life and health insurance, and relocations to Escondido, San Diego, San Marcos, and Valley Center. We welcome referrals and are currently accepting applications for car insurance, home insurance, multi-line life and health insurance, as well as Fair Plan Applications. We also offer information on the California Earthquake Authority (CEA). Our agency prioritizes customer security and safety, providing tips on home security, avoiding drunk driving, and passenger safety for teen drivers. For any inquiries or assistance, please contact us at (760) 741-8383. Please note that State Farm VP Management Corp. is a separate entity from the State Farm entities that provide banking and insurance products. Additionally, State Farm does not provide tax or legal advice.
120 W Grand Ave Ste 101, Escondido, CA 92025, United States -
Martinez & Associates
● OpenMartinez & Associates is a reputable accounting and finance institution located at 1531 Grand Avenue in San Marcos, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. At Martinez & Associates, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
1531 Grand Ave D, San Marcos, CA 92078, United States
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