The 30 Best Trusted legal advisor in Costa Mesa, California

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AmeriEstate Legal Plan, located at 3525 Hyland Avenue in Costa Mesa, California, is a finance and legal institution specializing in estate planning and asset protection services. With over 45,000 clients served since 1998, AmeriEstate offers professional, easy, and affordable solutions for individuals, parents, professionals, and business owners looking to preserve and grow their assets over multiple generations. AmeriEstate stands out with its personalized process, approachable customer service, knowledgeable attorneys, and at-home delivery by specially trained notaries. The institution offers various products to address capital gain mitigation, such as deferred sales trusts and charitable trusts.

Isyanova Law P.C. is a law firm located at 695 Town Center Drive in Costa Mesa, California, United States. Specializing in providing efficient and effective legal solutions for small businesses and solopreneurs, Isyanova Law P.C. understands the unique challenges that business owners face. With a focus on prompt and robust legal advice delivered in an organized and practical manner, the firm aims to help business owners achieve their goals. Navigating legal requirements can be overwhelming for small business owners, which is why Isyanova Law P.C. offers business legal services to handle the complexities of protecting your business. By working closely with clients to develop a customized plan, the firm helps businesses stay compliant and focused on growth.

Paul Hastings is a top institution located at 695 Town Center Drive in Costa Mesa, California. Our Orange County office is staffed with a team of experienced lawyers who specialize in a wide range of legal practices. We provide innovative legal solutions and valuable business insights to help our clients achieve growth in Southern California and beyond. As trusted advisors, we assist our clients in overcoming challenges and seizing opportunities, whether it be high-stakes litigation or groundbreaking transactions. Recognized for our excellence in Banking & Finance, Capital Markets, and Corporate/M&A in California, Paul Hastings is dedicated to providing top-tier legal services. We have been honored with various accolades, including Mansfield Rule Certification Plus, top rankings in The American Lawyer Midlevel Associates Survey, and recognition for our diverse equity partners. With an impressive track record of success, Paul Hastings is a leading choice for clients seeking expert legal counsel and strategic guidance.

Osaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.

Located in Costa Mesa, California, United States, Polaris Wealth Advisory Group, LLC is a finance institution that is now part of RWA Wealth Partners. With a focus on helping individuals and families across generations achieve their financial goals, Polaris Wealth Advisory Group offers a comprehensive suite of services including investment management, tax preparation, estate planning, and trust services. Their experienced advisors can help you navigate complex financial decisions and create a sustainable plan for your wealth. Additionally, they can assist with personalized tax advice through RWA Tax Solutions, LLC and legal services through their partnership with Hall & Diana LLC. With a human-first approach to wealth management, Polaris Wealth Advisory Group aims to help clients build and preserve their wealth for the long term. Explore their services and career opportunities to see how they can help you secure a financial future you aspire to.

Reef Point, LLC is a finance and law institution located at 3525 Hyland Avenue in Costa Mesa, California, United States. They specialize in helping clients defer capital gains taxes and preserve wealth through innovative tax strategies. If you are looking to sell a highly-appreciated asset and want to avoid hefty capital gains taxes, consider a Deferred Sales Trust (DST) with Reef Point, LLC. This legal contract allows you to control your tax exposure, reinvestment terms, and receive installment payments over a prearranged period. Gregory H. Reese, one of only 13 Trustees in the US for DSTs, leads the team at Reef Point, LLC. They offer exclusive events, seminars, market updates, and personalized guidance to help clients maximize their profits and achieve their financial goals. Contact Reef Point, LLC today to explore the benefits of a DST and other estate planning techniques.