Estate Planning Attorneys in Aliso Viejo, CA

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List of Firms

Top Aliso Viejo, CA Estate Planning Law Firms

Law Office of James Burns now affiliated with LS Carlson Law P.C.
5 out of 5
Location 85 Enterprise Suite 310, Aliso Viejo, CA 92656, USA
Phone (949) 305-8642
Law Office Of Deborah Coel
5 out of 5
Location 33 Brookline, Aliso Viejo, CA 92656, USA
Phone (949) 682-8019
Law Offices of Angela Mestre
5 out of 5
Location 27068 La Paz Rd #272, Aliso Viejo, CA 92656, USA
Phone (949) 328-9330
Law Offices of Christopher Gipe
5 out of 5
Location 27201 Puerta Real Suite 300, Mission Viejo, CA 92691, USA
Phone (949) 799-4774
Estate Planning Lawyers in Aliso Viejo, CA

Where Estate Planners in Aliso Viejo, CA Serve

Aliso Viejo, CA is a dynamic and vibrant city located in Orange County, California. This city boasts a plethora of landmarks, including the beautiful Aliso and Wood Canyons Wilderness Park, which offers stunning views of the surrounding mountains and is perfect for hiking and biking enthusiasts. The city is also home to the Aliso Viejo Town Center, a bustling shopping and dining destination that offers a variety of options for residents and visitors alike. When it comes to employment opportunities, Aliso Viejo is home to a number of top employers, including tech giant Microsemi Corporation, which employs over 500 people in the area. Other major employers in the city include Quest Software, Smith Micro Software, and Fluor Corporation. Major highways and streets in Aliso Viejo include the 73 Toll Road, which provides easy access to nearby cities like Newport Beach and Irvine, as well as the Pacific Park Drive and Aliso Creek Road, which are both major thoroughfares in the city.

Financial Services Related to Estate Planning in Aliso Viejo, CA

Banks and Credit Unions

Residents of Aliso Viejo, CA can benefit from a bank in many ways. For instance, a bank can provide financial assistance to those who want to purchase a home in the city, which is known for its family-friendly environment and top-rated schools. Additionally, a bank can help residents with their day-to-day banking needs, such as opening a checking account, obtaining a credit card, or setting up automatic bill payments. With the many parks, hiking trails, and recreational activities available in Aliso Viejo, a bank can also offer investment services to help residents plan for their future and achieve their financial goals. Overall, a bank can be a valuable resource for residents of Aliso Viejo, providing them with the financial tools and support they need to thrive in this vibrant community.

Insurance Broker

Residents of Aliso Viejo, CA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find the best insurance policies that suit their specific needs and budget. Since Aliso Viejo is a city located in Orange County, California, residents may require different types of insurance coverage, such as earthquake insurance, flood insurance, or fire insurance, to protect their homes and properties from natural disasters. An insurance broker can help residents navigate the complex insurance market and find the right coverage options that provide optimal protection and peace of mind. Additionally, an insurance broker can assist residents in filing insurance claims and negotiating with insurance companies to ensure that they receive fair compensation for damages or losses.

Retirement Planning

Residents of Aliso Viejo, CA can benefit greatly from the services of a retirement planner. With a median age of 37, many residents are just beginning to think about their retirement and may not have a clear understanding of how to prepare financially. A retirement planner can help residents create a personalized plan to save for retirement, taking into account their unique goals and financial situation. Additionally, Aliso Viejo has a relatively high cost of living compared to other areas in Orange County, making it even more important for residents to plan and save for their future. A retirement planner can also provide guidance on investment strategies, tax planning, and estate planning to ensure that residents can retire comfortably and with peace of mind.

Wealth Management

Residents of Aliso Viejo, CA can benefit greatly from the services of a wealth manager. With a median household income of over $100,000 and a high cost of living, many residents may struggle to manage their finances effectively. A wealth manager can provide personalized financial planning and investment advice to help residents reach their financial goals, whether that be saving for retirement or funding their children's education. Additionally, with Aliso Viejo's proximity to major tech companies, many residents may have stock options or other complex financial assets that require expert management. A wealth manager can help navigate these complexities and ensure that residents are making the most of their investments. Overall, a wealth manager can provide invaluable guidance and support to help residents of Aliso Viejo achieve financial security and peace of mind.

Financial Advisor

Residents of Aliso Viejo, CA can benefit significantly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on investment strategies and retirement planning. With the high cost of living in Aliso Viejo, many residents may struggle to save adequately for retirement and other long-term financial goals. A financial advisor can help these individuals develop a comprehensive plan that takes into account their unique financial situation, goals, and risk tolerance. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance needs, all of which are critical components of a solid financial plan. By working with a financial advisor, residents of Aliso Viejo can gain the confidence and peace of mind that comes with knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Aliso Viejo, CA can greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, including refinancing, home equity loans, and purchasing a new home. Specifically, residents of Aliso Viejo may benefit from the expertise of a loan officer who is familiar with the local housing market. As a growing community with a high demand for housing, Aliso Viejo presents unique challenges for homebuyers and homeowners. A knowledgeable loan officer can help residents navigate these challenges and find the best financing options for their specific needs. Whether someone is looking to purchase their first home, refinance their existing mortgage, or tap into their home's equity, a mortgage loan officer can provide valuable guidance and support throughout the process.

Tax Services

Residents of Aliso Viejo, CA could benefit from the expertise of a tax advisor in a number of ways. For example, with the high cost of living in Orange County, it can be challenging to make ends meet. A tax advisor can help residents identify deductions and credits that they may be eligible for, which can help to reduce their tax burden and keep more money in their pockets. Additionally, Aliso Viejo is home to many small business owners who may need assistance with tax planning, compliance, and other financial matters. A tax advisor can provide valuable guidance in these areas, helping business owners to stay on top of their finances and avoid costly mistakes. Overall, a tax advisor can be an invaluable resource for residents of Aliso Viejo, helping them to navigate the complex world of taxes and finances with confidence.


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