The 30 Best Wealth transfer in Los Angeles, California

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The Law Offices of Teresa A. Beyers is a reputable legal institution located at 355 South Grand Avenue in Los Angeles, California. Specializing in various areas of law, including family law, divorce, child custody, and more, Teresa A. Beyers and her team provide expert legal representation and guidance to clients in need. With a commitment to excellence and a track record of success, the Law Offices of Teresa A. Beyers is a trusted choice for individuals seeking experienced and dedicated legal assistance in the Los Angeles area.

Mary E. Mullin, Attorney at Law, located at 10419 Bogardus Avenue in Whittier, California, offers over 30 years of trusted expertise in estate planning and probate experience. With a focus on individual service and care, Attorney Mullin is dedicated to representing your best interests. Specializing in drafting advance health care directives, setting up estate plans, and providing guidance through the probate process, the firm aims to instill harmony amongst your loved ones after you're gone. Estate planning is crucial for preparing for life's uncertainties and protecting your loved ones. By starting the process early, you can have peace of mind knowing that your affairs and assets are in order. With free initial case evaluations, the Whittier estate planning attorney can help you get started on planning for your future.

Brasov Law, located at 14241 Firestone Boulevard in La Mirada, California, is a trusted law firm specializing in estate planning and trust administration. Lead by attorney Narcis Brasov, the firm offers services such as Living Trusts, Wills, and Powers of Attorneys tailored to meet the unique needs of families. Whether you are nearing retirement or buying a new home, Brasov Law can help you secure your assets and plan for the future. Narcis Brasov is dedicated to guiding you through every stage of life, ensuring that your loved ones are taken care of in the event of your passing.

Interplay Legal Solutions, led by Nikki Hashemi, is a compassionate and understanding law firm specializing in bankruptcy debt relief and estate planning. Located at 144 Los Angeles Avenue in Moorpark, California, Interplay Legal Solutions offers personalized legal services to help clients navigate their financial challenges and plan for the future. With a focus on empathy and expertise, Nikki Hashemi is dedicated to providing top-notch legal representation to individuals and families in need.

The Law Office of Christina Lewis, located at 3655 Torrance Boulevard in Torrance, California, offers integrative legal counseling to protect your family and your business. Specializing in Estate Planning, Trust Administration, and Business Law, our firm caters to a diverse range of clients, from entrepreneurs to loving parents and grandparents. Our mission is to help successful families and business owners protect their assets and plan for the distribution of their estate to the right people when the time comes. We understand that personal wealth is often tied to business ownership, and we work to ensure that your business is integrated with your overall estate plan for stability, growth, and success.

Vistas Law Group, LLP is a trusted institution located at 430 North Vineyard Avenue in Ontario, California, United States. Specializing in estate planning, probate, and trust litigation, Mario Vega and Louie Ruiz bring over 25 years of combined expertise to provide personalized services in both English and Spanish. With a focus on tailored solutions rather than a one-size-fits-all approach, Vistas Law Group values understanding the unique needs and concerns of each client. From drafting living trusts to advocating for the rights of the elderly community, the team at Vistas Law Group is dedicated to ensuring the financial security and well-being of their clients. Clients have praised the firm for their professionalism, responsiveness, and successful outcomes. Whether you are in need of legal counsel for estate planning or trust litigation, Vistas Law Group is here to help. Contact their Los Angeles or Inland Empire office today for assistance.

Located at 4580 Thousand Oaks Boulevard in Westlake Village, California, Catanese & Wells is a boutique law firm specializing in providing upscale and personalized legal services. With over 30 years of experience, our team of Los Angeles trial lawyers is dedicated to delivering justice for our clients. Led by senior attorney Mr. T. Randolph Catanese, our firm handles a wide range of legal issues including equine, civil, business, probate, and trust & estate matters. We are known as the premier equine law firm in the United States, offering expertise in all aspects of horse-related activities. In addition, we are trusted for our expertise in civil litigation and business law. Whether you need assistance with equine law, civil litigation, or business legal matters, our team is ready to provide you with the guidance and representation you need to achieve optimal results.

The Law Offices of Larry Clough is a prestigious legal institution located at 21757 Devonshire Street in Los Angeles, California. As a leading law firm in the area, we specialize in providing expert legal representation and counsel for a wide range of legal matters. Our team of experienced lawyers is dedicated to providing personalized and effective legal solutions to our clients. Whether you are facing a criminal charge, need assistance with a family law matter, or require representation for a personal injury case, our team is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

The Estate Planning & Elder Law Firm, located at 5850 Canoga Avenue in Los Angeles, California, is dedicated to empowering California families with the information and guidance needed to plan for the future. Whether it's preparing for disability, incapacity, or death, long-term care, or protection from creditors, our firm is here to help. Our Woodland Hills Estate Planning Attorney, Richard M. Seff, brings a unique perspective to the table with his background as a former social worker and hospital administrator. He truly listens to his clients, understands family dynamics, and communicates clearly in a language that is easy to understand. At our firm, we take a different approach to estate planning and elder law, focusing on providing the best possible protection and service for our clients. We offer a comprehensive guide to estate planning in California, as well as seven easy steps to becoming worry-free. Our Foundational Estate Plan covers all aspects of estate planning, from asset distribution to long-term care planning.

California Trust Law is a reputable institution located at 11400 West Olympic Boulevard in Los Angeles, California. Our team of experienced trust lawyers specializes in providing expert legal advice and guidance on all matters related to trusts. Whether you need assistance with trust formation, administration, or litigation, our dedicated attorneys are here to help. With a strong reputation for professionalism and integrity, California Trust Law is committed to delivering personalized solutions to meet our clients' individual needs. Trust us to protect your assets and ensure your wishes are carried out according to your trust agreement.

Lincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.

William Powers Jr Law Offices is a reputable law firm located at 20933 Devonshire Street in Los Angeles, California. Specializing in various legal services, our experienced lawyers are dedicated to providing top-notch representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need legal advice, our team is here to help you navigate through the legal process with ease. Trust William Powers Jr Law Offices for all your legal needs in the United States.

Bridge Law LLP is a prestigious law firm located at 611 Wilshire Boulevard, Los Angeles, California, United States. Specializing in both domestic and international counsel to families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We also provide tax planning services to help you save on various taxes such as property taxes, federal and state income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can assist with business formations, mergers & acquisitions, and tax planning, while our international law attorneys are well-versed in integrating local and foreign regulations into each client's unique business objectives. With decades of experience representing countless clients throughout California, the United States, and abroad, our attorneys are former litigators and transactional attorneys with a proven track record of success.

Michael R. Lampert, Chartered Financial Consultant, located at 1990 South Bundy Drive in Los Angeles, California, is a finance institution specializing in retirement planning and investment services. Michael Lampert is a Certified Retirement Counselor, providing secure and confidential financial advice and solutions. He offers products and services through PRB Insurance and Financial Services for insurance and financial needs, as well as through Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS) for securities, investments, and investment advisory services. AIC and AAS are independent entities not affiliated with PRB Insurance and Financial Services. Clients can trust Michael Lampert's expertise and professionalism in helping them plan for a secure financial future.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. As a leading financial advisory firm, Morgan Stanley offers a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced and knowledgeable advisors, Morgan Stanley provides personalized investment strategies and financial planning solutions to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Morgan Stanley Financial Advisors can provide expert guidance and support to help you make informed decisions and secure your financial future.

Focus Financial Partners, LLC is a leading finance institution located at 10880 Wilshire Boulevard in Los Angeles, California, United States. With a strong commitment to providing personalized financial solutions to clients, Focus Financial Partners, LLC offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Focus Financial Partners, LLC is here to provide expert guidance and support.

Vaughan Capital Advisors, LLC is a reputable finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. With a focus on providing expert financial advice and services, Vaughan Capital Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. The team of experienced professionals at Vaughan Capital Advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for investment guidance, retirement planning, or wealth management services, Vaughan Capital Advisors is committed to delivering top-notch financial expertise and support.

Ellen B Holden Personal Financial Planning is a leading finance institution located at 10517 Rountree Road in Los Angeles, California. Our team of experienced professionals is dedicated to providing personalized financial planning services to help individuals and families achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are here to help. With a focus on transparency, integrity, and customer service, Ellen B Holden Personal Financial Planning is committed to helping our clients secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Mullin Barens Sanford Financial is a prominent finance institution located at 2242 Purdue Avenue in Los Angeles, California, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through tailored strategies and expert advice. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, Mullin Barens Sanford Financial is committed to providing you with the personalized service and support you need.

Ronald Weckbacher is a reputable finance institution located at 1888 Century Park East in Los Angeles, California, United States. With a strong focus on providing expert financial advice and services, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Ronald Weckbacher has a team of experienced professionals ready to assist you. Trust in Ronald Weckbacher for all your financial needs.

The Wacker, Prophit, Demko, Goodenough Group - UBS Financial Services Inc. is a leading financial institution located in the heart of Los Angeles, California. With a prestigious address at 2000 Avenue of the Stars, this group offers a wide range of financial services to meet the needs of their clients. From investment planning to wealth management, their team of experts is dedicated to providing top-notch financial advice and guidance. Trust in the Wacker, Prophit, Demko, Goodenough Group - UBS Financial Services Inc. for all of your financial needs.

Bank of America Private Client Advisor Dega A Nalayeh, located at 2049 Century Park East in Los Angeles, California, is a finance institution dedicated to providing personalized wealth management services. Their team of experienced professionals is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating customized strategies to meet their financial goals and best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, their priority is making their client's goals a reality. The institution values innovation and constantly adapts to evolving markets and financial landscapes to provide disciplined financial strategies. It's important to note that they do not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. Additionally, they offer online behavioral advertising to provide information about products and services that may be of interest to clients.

Perry Financial Group - UBS Financial Services Inc. is a reputable financial institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. Specializing in finance, this institution offers a range of services including wealth management, investment advice, and financial planning. With a team of experienced professionals, Perry Financial Group - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution provides personalized solutions to meet your needs.

Dan Bessey is a finance institution located at 1888 Century Park East in Los Angeles, California, United States. The institution is led by Daniel Bessey, a Managing Director and Wealth Partner at J.P. Morgan Wealth Management. With over 25 years of investment experience, Dan works closely with business owners, entrepreneurs, and other wealth creators to help them grow, preserve, and transfer their wealth effectively. He provides insight, advice, and strategic guidance to high-net-worth individuals and families, drawing on his expertise in the capital markets. Prior to joining J.P. Morgan, Dan held positions at First Republic Private Wealth Management and Morgan Stanley Smith Barney, among others. He holds an M.B.A. in Finance and Investments from the University of Southern California and a B.A. in Economics from the University of California, Los Angeles. In his free time, Dan enjoys golfing, traveling, and spending time outdoors with his wife and children.

The Demko Group - UBS Financial Services Inc. is a leading financial institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. Specializing in wealth management, investment banking, asset management, and other financial services, The Demko Group is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, The Demko Group - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice and guidance.

Atlantic Investments A Registered Investment Advisor, Inc. is a reputable finance institution located at 2029 Century Park East in Los Angeles, California, United States. As a registered investment advisor, they provide expert financial advice and management services to help individuals and businesses grow and protect their wealth. With a team of experienced professionals, Atlantic Investments offers personalized investment strategies tailored to meet the unique needs and goals of each client. Trustworthy and reliable, they are committed to helping their clients achieve financial success and security.

AdvicePeriod is a leading finance institution located at 2121 Avenue of the Stars in Los Angeles, California. Our team of experienced financial advisors provides personalized wealth management and investment strategies to help clients achieve their financial goals. With a focus on transparency and client education, we strive to empower individuals and families to make informed decisions about their finances. Contact us today to learn more about how AdvicePeriod can help you secure your financial future.

APIIS Financial, Inc is a leading finance institution located at 3435 Wilshire Boulevard in Los Angeles, California. With a strong focus on providing personalized financial solutions, APIIS Financial, Inc offers a wide range of services including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how APIIS Financial, Inc can help you reach your financial objectives.

Karen Keusayan - Morgan Stanley is a reputable finance institution located at 444 Flower Street in the bustling city of Los Angeles, California, United States. With a focus on providing top-notch financial services and advice, the experienced team at Karen Keusayan - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Karen Keusayan - Morgan Stanley is here to assist you every step of the way. Trust in their expertise and personalized approach to financial planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Jennifer L Gershon, located at 333 South Hope Street in Los Angeles, California, is a finance institution dedicated to helping clients manage their wealth effectively. With a deep understanding of each client's financial picture, Jennifer Gershon creates personalized strategies that adapt to changing market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, clients can pursue their goals through tailored wealth management strategies. Committed to participating in the community, Jennifer Gershon volunteers with local organizations and prioritizes building relationships with clients based on their family, goals, and priorities. Through the Merrill Personal Wealth Analysis™ tool, clients can establish a plan centered on their objectives and aspirations.