Estate Planning Attorneys in Beverly Hills, CA

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Top Beverly Hills, CA Estate Planning Law Firms

Kushner Legal

5 out of 5

Location 433 N Camden Dr 4th Floor, Beverly Hills, CA 90210, USA
Phone (310) 279-5166
Law Offices of David A. Shapiro, P.C.

4 out of 5

Location 5757 Wilshire Blvd Penthouse 3, Los Angeles, CA 90036, USA
Phone (310) 853-1554
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About Beverly Hills, CA

Beverly Hills is a city located in Los Angeles County, California. It is known for its upscale shopping and its luxury hotels and residences. Some of the city's landmarks include the Beverly Hills Hotel, Rodeo Drive, and the Getty Center. The top employers in Beverly Hills are the City of Beverly Hills, Nielsen Media Research, and Fox Entertainment Group. Major highways and streets in Beverly Hills include Wilshire Boulevard and Sunset Boulevard. The city's neighborhoods include Benedict Canyon, Beverly Crest, and Trousdale Estates.

Where Estate Planners in Beverly Hills, CA Serve

Financial Services Related to Estate Planning in Beverly Hills, CA

Banks and Credit Unions

Banks can provide a variety of services to Beverly Hills, CA residents. Some of these services include personal banking, small business banking, and commercial banking. Banks can also offer wealth management and financial planning services to their customers in Beverly Hills. Residents of Beverly Hills can also take advantage of the many ATM locations and bank branches that are available in the city.

Insurance Broker

Residents of Beverly Hills, CA have a variety of insurance needs that can be best serviced by an insurance broker. An insurance broker is someone who helps you find the best insurance policy for your needs and budget. They work with a variety of insurers, so they can find you the best deal on car, home, health, or life insurance. Brokers can also help you with other financial planning needs, such as retirement planning or investment advice.

Retirement Planning

Residents of Beverly Hills, CA can benefit from retirement planning by taking advantage of the many tax breaks and investment opportunities available to them. Additionally, they can work with a financial planner to create a plan that will ensure they have enough money to live comfortably during their retirement years.

Wealth Management

If you're a Beverly Hills, CA resident and are looking for ways to manage your wealth, you may want to consider working with a wealth management firm. Wealth management firms can help you save money, make money, and plan for the future. They can also help you avoid common financial mistakes.

Financial Advisor

Beverly Hills, CA is a city known for its wealth and luxury. It's also home to some of the most expensive real estate in the country. So it's no surprise that many residents here need help managing their money. That's where financial advisors come in.Financial advisors can provide a wide range of services to Beverly Hills residents, including budgeting advice, investment planning, and even help with taxes. They can work with individuals or with businesses, and they can offer guidance on both short-term and long-term financial goals.If you're a resident of Beverly Hills and you're looking for help managing your money, then a financial advisor is definitely worth considering. They can save you time and money in the long run, and they can help you reach your financial goals faster than you could on your own.

Mortgage Loan Officer

Mortgage loan officers provide a wide variety of services to Beverly Hills, CA residents. From helping people find the best mortgage rates to walking them through the entire loan application process, these professionals are there to help every step of the way. They can also advise homeowners on how to refinance their mortgages or get a home equity loan, among other things. In short, mortgage loan officers are a valuable resource for anyone looking to purchase or refinancing a home in Beverly Hills.

Tax Services

Tax accountants in Beverly Hills, CA provide a variety of services to their clients in order to help them save money and stay compliant with the law. Some of these services include preparing and filing tax returns, providing consultations on tax planning and preparation, and representing clients before the IRS. Many tax accountants also offer additional services such as bookkeeping, accounting, and estate planning.


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