Estate Planning Attorneys in Brea, CA

We did the hard work of finding trustworthy partners in Brea, CA. Fill out the form to get connected.

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Brea, CA Estate Planning Law Firms

OC Elder Law
5 out of 5
Location 619 N Harbor Blvd, Fullerton, CA 92832, USA
Phone (800) 220-4205
Kang Law
5 out of 5
Location 135 S State College Blvd Suite 200, Brea, CA 92821, USA
Phone (714) 462-5044
Aaron Charles Gregg
3 out of 5
Location 110 E Wilshire Ave #503, Fullerton, CA 92832, USA
Phone (714) 871-4200
Diana K. Zilko, Attorney at Law
5 out of 5
Location 110 W Fir St #6, Brea, CA 92821, USA
Phone (714) 256-1200
Russell P. Nowell, A Professional Law Corporation
4 out of 5
Location 1440 N Harbor Blvd #900, Fullerton, CA 92835, USA
Phone (714) 671-3030
Avodah Law Group, a PLC (formerly Law Offices of Gahram Kang, a PLC)
5 out of 5
Location 915 W Imperial Hwy #160, Brea, CA 92821, USA
Phone (714) 661-5938
Law Office of James F. Roberts and Associates
SEC File# 801-63394
CRD# 132295
5 out of 5
Location 3061 E La Palma Ave, Anaheim, CA 92806, USA
Phone (714) 282-7488
Antoine Gadpaille
5 out of 5
Location 2878 E Imperial Hwy, Brea, CA 92821, USA
Phone (714) 985-9025
Estate Planning Lawyers in Brea, CA

Where Estate Planners in Brea, CA Serve

Brea, CA is a bustling city located in Orange County, known for its vibrant community and diverse attractions. With a population of over 43,000, Brea is home to several notable landmarks, including the Brea Mall, the Brea Civic and Cultural Center, and the Brea Downtown area. The city is also home to top employers such as Beckman Coulter, Mercury Insurance, and the Brea Olinda Unified School District. Navigating Brea is made easy with major highways and streets such as the 57 Freeway, Imperial Highway, and Birch Street. The city is divided into several neighborhoods, each with its unique charm and character. From the historic Olinda Village to the luxurious Blackstone community, Brea offers something for everyone. Whether you're looking to shop, dine, or explore the great outdoors, Brea has it all. With its burstiness of attractions and complexity of neighborhoods, Brea is a city that's worth discovering.

Financial Services Related to Estate Planning in Brea, CA

Banks and Credit Unions

Residents of Brea, CA can benefit from a bank in several ways. Firstly, a bank can provide them with a safe and secure place to keep their money. With a variety of checking and savings account options, residents can choose the one that best fits their financial needs. Additionally, banks in Brea can offer loans for various purposes, such as buying a home or starting a business. This can be especially helpful for those looking to invest in the growing local economy. Furthermore, banks can provide financial advice and resources to help residents make informed decisions about their money. For example, they can offer investment advice or help with budgeting and saving. Overall, a bank can be a valuable resource for residents of Brea, CA looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Brea, CA could greatly benefit from the services of an insurance broker in a number of ways. For one, an insurance broker can help residents navigate the complex and often confusing world of insurance policies and coverage options. This is particularly important in Brea, where the high cost of living can make it difficult for many residents to afford adequate insurance coverage. Additionally, an insurance broker can help residents find the best deals on insurance policies, which can save them a significant amount of money in the long run. Overall, working with an insurance broker can be a valuable investment for Brea residents looking to protect themselves and their families against unexpected events and expenses.

Retirement Planning

Residents of Brea, CA could greatly benefit from the services of a retirement planner. A retirement planner can help residents plan for their future by creating a personalized retirement plan that takes into account their unique financial situation and goals. This is especially important in Brea, as the cost of living can be quite high. A retirement planner can help residents navigate the complex world of retirement savings, including 401(k)s, IRAs, and other investment vehicles. They can also help residents understand the tax implications of their retirement savings and create a plan to minimize taxes. Additionally, a retirement planner can help residents plan for healthcare costs in retirement, which can be a significant expense. Overall, a retirement planner can provide invaluable guidance and support to residents of Brea as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Brea, CA could benefit greatly from the services of a wealth manager. With a median household income of $87,000, many individuals and families in Brea have a significant amount of wealth to manage. A wealth manager can provide guidance on how to invest and grow their money, as well as help with estate planning and tax strategies. Additionally, Brea is known for its strong real estate market, and a wealth manager can assist with buying and selling property, as well as managing rental properties. Overall, a wealth manager can help residents of Brea make smart financial decisions and achieve their long-term financial goals.

Financial Advisor

Residents of Brea, CA can benefit greatly from the guidance of a financial advisor. With the city's median home value of $716,000, many families may need help creating a budget and managing their finances to afford living in the area. Additionally, Brea has a thriving business community, and a financial advisor can assist entrepreneurs with creating business plans, managing cash flow, and making investment decisions. A financial advisor can also help residents plan for retirement, navigate complex tax laws, and make informed decisions about saving and investing for their future. Overall, a financial advisor can provide valuable support and expertise to help Brea residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Brea, CA can benefit from the services of a mortgage loan officer in several ways. For starters, these professionals can help them secure a home loan that suits their needs and budget. Brea is known for its diverse and thriving real estate market, and a mortgage loan officer can help residents navigate the various options available to them. Additionally, these experts can provide guidance on the home buying process, including tips on how to improve credit scores, how to negotiate with sellers, and how to avoid common pitfalls. With the help of a mortgage loan officer, residents of Brea can feel confident in their ability to purchase a home that meets their needs and fits within their budget.

Tax Services

Residents of Brea, CA could benefit from the services of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to California, including state income tax, property tax, and sales tax. Additionally, a tax advisor could help residents identify deductions and credits that they may be eligible for, such as those related to home ownership or education expenses. With the cost of living in Brea being higher than the national average, it is especially important for residents to maximize their tax savings. A tax advisor could also provide guidance on retirement planning and investment strategies to help residents achieve their financial goals. Overall, the expertise of a tax advisor could be invaluable to residents of Brea, CA in ensuring that they are making informed financial decisions and minimizing their tax liability.


Wills, Trusts, and Other Estate Law FAQs