Estate Planning Attorneys in Poway, CA

We did the hard work of finding trustworthy partners in Poway, 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 Poway, CA Estate Planning Law Firms

Duisters & Parvizi, LLP
5 out of 5
Location 11956 Bernardo Plaza Dr #242, San Diego, CA 92128, USA
Phone (619) 375-0077
Corday & Hartney
5 out of 5
Location 11665 Avena Pl STE 209, San Diego, CA 92128, USA
Phone (858) 385-2770
The Law Office of Carolyn R. Brock
5 out of 5
Location 9939 Hibert St Suite 106, San Diego, CA 92131, USA
Phone (619) 741-0233
Law Offices of Sotera L. Anderson-lemon law and estate planning
5 out of 5
Location 16870 W Bernardo Dr #400, San Diego, CA 92127, USA
Phone (858) 247-0050
Law Offices of Jonathan P. Musgrove, APC
5 out of 5
Location 13025 Danielson St #150, Poway, CA 92064, USA
Phone (858) 386-4080
Law Office of Scott C. Soady, APC
Location 16466 Bernardo Center Dr #260, San Diego, CA 92128, USA
Phone (858) 618-5510
Law Offices of Steven C. Sayler and Associates
5 out of 5
Location 12040 Avenida Sivrita, San Diego, CA 92128, USA
Phone (858) 550-9958
The Ashcraft Firm
Location 12335 Spy Glass Ter, Poway, CA 92064, USA
Phone (951) 304-3431
Jay W. Henderson
5 out of 5
Location 16486 Bernardo Center Dr UNIT 170, San Diego, CA 92128, USA
Phone (858) 618-1100
Estate Planning Lawyers in Poway, CA

Where Estate Planners in Poway, CA Serve

Poway, CA is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. From the iconic Lake Poway to the awe-inspiring Mount Woodson, Poway is a city that is rich in natural beauty and cultural significance. Additionally, Poway is home to several top employers, including General Atomics, Sysco San Diego, and Cohu, Inc. These companies provide a diverse range of job opportunities for residents and contribute to the city's thriving economy. Moreover, Poway is conveniently situated near several major highways and streets, such as Interstate 15 and Poway Road, which make commuting and traveling a breeze. Finally, Poway is made up of several distinct neighborhoods, each with its own unique character and charm. From the upscale Green Valley to the family-friendly Garden Road, Poway has something for everyone.

Financial Services Related to Estate Planning in Poway, CA

Banks and Credit Unions

Residents of Poway, CA can benefit from a bank in a variety of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. This can help individuals and families manage their finances more effectively and plan for the future. Additionally, banks can provide assistance with financial planning and investment advice, which can be especially helpful for those looking to save for retirement or other long-term goals. For residents of Poway specifically, a bank can also provide support for local businesses and community organizations, helping to drive economic growth and development in the area. Overall, a bank can be a valuable resource for anyone looking to improve their financial situation and achieve their goals.

Insurance Broker

Residents of Poway, CA can benefit greatly from the services of an insurance broker. With the city's proximity to wildfire-prone areas, an insurance broker can help residents find coverage that includes protection against fire damage and loss. Additionally, Poway has a high population of families, and an insurance broker can assist in finding suitable health insurance plans for both parents and children. With the rising cost of healthcare, having an insurance broker to navigate the complex system can save residents time and money. Overall, an insurance broker can provide valuable assistance to Poway residents in finding the right coverage for their unique needs and circumstances.

Retirement Planning

Residents of Poway, CA can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and circumstances of each individual. This is especially important in Poway, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complex financial landscape of retirement, including managing investments, minimizing taxes, and planning for healthcare expenses. With the help of a retirement planner, residents of Poway can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable, financially secure future.

Wealth Management

Residents of Poway, CA can benefit greatly from the expertise of a wealth manager. With a median household income of over $100,000, Poway is a thriving community with many successful individuals and families. A wealth manager can provide guidance on how to best manage and invest these funds, helping residents to build and protect their wealth for the future. Additionally, Poway is home to many small business owners who may benefit from the services of a wealth manager to help them navigate the complexities of financial planning and investment strategies. Whether it's planning for retirement, saving for college, or managing investments, a wealth manager can provide personalized advice and support to help residents of Poway achieve their financial goals.

Financial Advisor

Residents of Poway, CA can benefit greatly from the advice and guidance of a financial advisor. One of the most common ways that a financial advisor can help is by assisting with retirement planning. Poway has a higher than average median age compared to other cities in California, with many residents approaching retirement age. A financial advisor can help residents create a personalized retirement plan, taking into account their current financial situation and future goals. They can also provide guidance on investment strategies and help residents navigate the complex world of Social Security and Medicare. With the help of a financial advisor, residents of Poway can feel more secure and confident in their financial future.

Mortgage Loan Officer

Residents of Poway, CA can benefit greatly from the expertise of a mortgage loan officer. With the city's high median home value, a loan officer can assist residents in securing a mortgage that fits their budget and financial goals. Additionally, Poway has a diverse population, including many military families due to its proximity to Marine Corps Air Station Miramar. A loan officer can help these families navigate the unique challenges of obtaining a VA loan. Overall, a mortgage loan officer can provide personalized guidance and support to residents of Poway, ensuring they make informed decisions when it comes to one of the biggest investments of their lives.

Tax Services

Residents of Poway, CA could benefit greatly from the assistance of a tax advisor in a number of ways. For instance, Poway is home to a large number of small business owners who may need help navigating the complex tax laws and regulations that apply to their operations. A tax advisor can help these entrepreneurs stay in compliance with the law while also minimizing their tax liability. Additionally, Poway residents who own rental properties or other forms of real estate may also benefit from the guidance of a tax advisor, as they can help these individuals take advantage of various deductions and credits that can reduce their tax burden. Overall, a tax advisor can be an invaluable resource for Poway residents looking to make the most of their financial situation while staying on the right side of the law.


Wills, Trusts, and Other Estate Law FAQs