Estate Planning Attorneys in Dana Point, CA

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List of Firms

Top Dana Point, CA Estate Planning Law Firms

Geiger Law Office, P.C.
5 out of 5
Location 32451 Golden Lantern Suite 307, Laguna Niguel, CA 92677, USA
Phone (949) 769-2440
Directions
Law Office of Cheryl L. Walsh
4 out of 5
Location 31431 Rancho Viejo Rd #102, San Juan Capistrano, CA 92675, USA
Phone (949) 240-9003
Directions
Timothy W Tuttle Law Offices
5 out of 5
Location 31351 Rancho Viejo Rd, San Juan Capistrano, CA 92675, USA
Phone (949) 218-1500
Directions
Preston Estate Planning
5 out of 5
Location 12396 World Trade Dr Suite 301, San Diego, CA 92128, USA
Phone (619) 350-8416
Directions
Law Offices of Edward S. Wallace
5 out of 5
Location 32451 Golden Lantern Suite 307, Laguna Niguel, CA 92677, USA
Phone (949) 476-0668
Directions
Susan Dallas Hattan, A Professional Law Corporation
5 out of 5
Location 903 Calle Amanecer Ste 230, San Clemente, CA 92673, USA
Phone (949) 285-4270
Directions
Passion Law
5 out of 5
Location 27345 Ortega Hwy. #200, San Juan Capistrano, CA 92675, USA
Phone (949) 424-8200
Directions
Hess-Verdon & Associates PLC
5 out of 5
Location 620 Newport Center Dr #1400, Newport Beach, CA 92660, USA
Phone (949) 706-7300
Directions
Neufeld Howard
5 out of 5
Location 24672 San Juan Ave #201, Dana Point, CA 92629, USA
Phone (949) 493-0111
Directions
Estate Plan Inc
5 out of 5
Location 352 3rd St STE 301, Laguna Beach, CA 92651, USA
Phone (949) 497-5056
Directions
Jenkins & Jenkins, Estate Planning Attorneys
5 out of 5
Location 7220 Trade St Suite 115, San Diego, CA 92121, USA
Phone (858) 766-2170
Directions
Toni DeGasperin, Attorney at Law
1 out of 5
Location 647 Camino De Los Mares #225, San Clemente, CA 92673, USA
Phone (949) 443-9011
Directions
Law Office of Jan A. Meyer
5 out of 5
Location Sail Way, Dana Point, CA 92629, USA
Phone (949) 607-9412
Directions
Law Offices of Horace de la Vega - Probate Attorney
5 out of 5
Location 626 Calle Vicente, San Clemente, CA 92673, USA
Phone (714) 340-5625
Directions
Law Offices of J. Sean Dumm
5 out of 5
Location 665 Camino De Los Mares #204a, San Clemente, CA 92673, USA
Phone (888) 212-3866
Directions
Mortensen & Reinheimer, PC
5 out of 5
Location 2855 Michelle Dr Suite 120, Irvine, CA 92606, USA
Phone (714) 384-6053
Directions
Modern Wealth Law
5 out of 5
Location 3200 Park Center Dr #260, Costa Mesa, CA 92626, USA
Phone (949) 371-5003
Directions
Rowlett Law Firm
Location 26933 Camino De Estrella #2nd, Dana Point, CA 92624, USA
Phone (949) 481-3000
Directions
Soto Law Group
5 out of 5
Location 1101 Dove St Suite 200, Newport Beach, CA 92660, USA
Phone (888) 735-7686
Directions
San Juan Law Center
5 out of 5
Location 27345 Ortega Hwy., San Juan Capistrano, CA 92675, USA
Phone (949) 496-8101
Directions
Linda Gunderson Law Office
5 out of 5
Location 31103 Rancho Viejo Rd, San Juan Capistrano, CA 92675, USA
Phone (949) 837-1060
Directions
Gostanian Law Group, PC
4 out of 5
Location 1201 Dove St # 475, Newport Beach, CA 92660, USA
Phone (866) 330-0578
Directions
N.M Law, APC
5 out of 5
Location 15147 Woodlawn Ave, Tustin, CA 92780, USA
Phone (949) 253-0000
Directions
Law Office of James F. Roberts and Associates
5 out of 5
Location 3061 E La Palma Ave, Anaheim, CA 92806, USA
Phone (714) 282-7488
Directions
Estate Planning Lawyers in Dana Point, CA

Where Estate Planners in Dana Point, CA Serve

Nestled in the heart of Orange County, Dana Point, CA is a coastal paradise with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Dana Point Harbor to the world-renowned Salt Creek Beach, this city has something for everyone. The harbor is a bustling hub of activity, with a variety of shops, restaurants, and water activities. It's also home to the Ocean Institute, a nonprofit organization dedicated to ocean education and preservation. Nearby, you can find the iconic Dana Point Headlands, a 60-acre nature preserve with breathtaking views of the Pacific Ocean. In terms of top employers, Dana Point is home to several luxury resorts, including the Ritz-Carlton and the Monarch Beach Resort. The city also has a thriving small business community, with many locally owned shops and restaurants.

Financial Services Related to Estate Planning in Dana Point, CA

Banks and Credit Unions

Residents of Dana Point, CA can benefit from a bank in many ways. One of the most common ways is through the provision of financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances and access credit facilities to meet their financial needs. Additionally, banks in Dana Point, CA offer investment and retirement planning services to help residents secure their financial future. For instance, residents can invest in stocks, bonds, and other securities to grow their wealth and save for retirement. Overall, a bank is an essential resource for residents of Dana Point, CA seeking to manage their finances and secure their financial future.

Insurance Broker

Residents of Dana Point, CA can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can help them find the best insurance policies that suit their unique needs and budget. In a city like Dana Point, where the cost of living is relatively high, finding affordable insurance can be challenging. An insurance broker can help residents of Dana Point navigate the complex insurance market and find the most comprehensive coverage at the most reasonable rates. Additionally, an insurance broker can help residents of Dana Point understand the fine print of insurance policies, so they can avoid costly surprises when they file a claim. Overall, an insurance broker can be a valuable resource for residents of Dana Point, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Dana Point, CA could greatly benefit from the services of a retirement planner. With its picturesque harbor and beautiful beaches, Dana Point is a popular retirement destination for many Californians. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents make informed decisions about when to begin taking Social Security benefits, which can be especially important given the high cost of living in Orange County. By working with a retirement planner, residents of Dana Point can better prepare for a secure and comfortable retirement.

Wealth Management

Residents of Dana Point, CA could benefit from the services of a wealth manager in a number of ways. For starters, a wealth manager can help residents develop a personalized financial plan that takes into account their unique goals, risk tolerance, and current financial situation. This can include everything from saving for retirement to paying for college tuition to investing in real estate. Additionally, a wealth manager can provide ongoing guidance and support to help residents stay on track with their financial goals and adjust their plan as needed over time. One specific way that residents of Dana Point, CA might benefit from working with a wealth manager is by getting help navigating the local real estate market. With its prime location on the coast and reputation as a popular tourist destination, real estate in Dana Point can be both expensive and competitive. A wealth manager can help residents identify opportunities to invest in local properties or navigate the process of buying or selling a home.

Financial Advisor

Residents of Dana Point, CA can benefit greatly from the guidance of a financial advisor. With its prime location on the coast, Dana Point is known for its high cost of living and expensive real estate market. A financial advisor can assist residents in creating a budget and developing a savings plan to help them reach their financial goals. Additionally, with the abundance of small businesses and entrepreneurs in the area, a financial advisor can provide valuable advice on business planning, tax strategies, and investment opportunities. With the help of a financial advisor, residents of Dana Point can navigate the complexities of the financial world and achieve financial security for themselves and their families.

Mortgage Loan Officer

Residents of Dana Point, CA can benefit from the expertise of a mortgage loan officer in a variety of ways. With the high cost of living in this coastal community, many residents may need assistance in securing a mortgage loan to purchase a home or refinance an existing mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a loan, explaining the different types of loans available and helping them choose the best option for their unique financial situation. Additionally, with Dana Point's reputation as a popular tourist destination, some residents may be interested in purchasing a second home or investment property. A mortgage loan officer can provide guidance on financing options and help residents make informed decisions about their real estate investments.

Tax Services

Residents of Dana Point, CA could benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that apply to their specific situation. This could include providing guidance on how to maximize deductions and credits, minimizing tax liabilities, and ensuring compliance with all applicable tax laws. Additionally, a tax advisor could help residents plan for the future by providing advice on retirement planning, estate planning, and other financial matters. Given the high cost of living in Dana Point, CA, residents could greatly benefit from the expertise of a tax advisor to help them make informed financial decisions and maximize their financial resources.

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