Estate Planning Attorneys in San Bernardino County, CA

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List of Firms

Top San Bernardino County, CA Estate Planning Law Firms

Law Office of Roger R. Meadows
5 out of 5
Location 10788 Civic Center Dr, Rancho Cucamonga, CA 91730, USA
Phone (909) 623-5500
Directions
Horspool Law Group, APC
4 out of 5
Location 300 E State St # 200, Redlands, CA 92373, USA
Phone (909) 792-9660
Directions
Elder Law Center, P.C.
4 out of 5
Location 3600 Lime St Building 4, Suite 412, Riverside, CA 92501, USA
Phone (951) 300-2120
Directions
Law Offices of Duane P. Booth
4 out of 5
Location 555 N D St #110, San Bernardino, CA 92401, USA
Phone (909) 888-7895
Directions
William M. Nassar, Law Offices of
3 out of 5
Location 1461 Ford St Suite 203, Redlands, CA 92373, USA
Phone (909) 307-2000
Directions
Albrektson & Shumate Law LLP
4 out of 5
Location 1801 Orange Tree Ln #230, Redlands, CA 92374, USA
Phone (909) 335-9658
Directions
Law Office of Michael C. Maddux
5 out of 5
Location 1894 Commercenter W #108, San Bernardino, CA 92408, USA
Phone (909) 890-2350
Directions
Ronald Hilton Martin III
5 out of 5
Location 6120 Rainbow Falls Ct, Rancho Cucamonga, CA 91737, USA
Phone (909) 754-8370
Directions
James B. Church & Associates
3 out of 5
Location The Washburn House, 454 Cajon St, Redlands, CA 92373, USA
Phone (909) 792-2544
Directions
Granowitz White & Weber Attorneys at Law
4 out of 5
Location 650 E Hospitality Ln #570, San Bernardino, CA 92408, USA
Phone (909) 890-1717
Directions
Robert J Spitz Law Office
3 out of 5
Location 204 N San Antonio Ave, Ontario, CA 91762, USA
Phone (909) 395-0909
Directions
Law Offices of Leah Larkin, Probate Attorney
5 out of 5
Location 873 Beaumont Ave, Beaumont, CA 92223, USA
Phone (951) 845-5930
Directions
SDA Law Group
5 out of 5
Location 18231 CA-18 Suite 4, Apple Valley, CA 92307, USA
Phone (760) 242-6527
Directions
Law Office of Jennifer Daniel
5 out of 5
Location 220 Nordina St, Redlands, CA 92373, USA
Phone (909) 792-9244
Directions
The Law Office of Trevor D. Martin
5 out of 5
Location 300 E State St Ste 200, Redlands, CA 92373, USA
Phone (909) 792-9660
Directions
Law Offices of Karen J. La Madrid
5 out of 5
Location 4505 Allstate Dr # 225, Riverside, CA 92501, USA
Phone (951) 224-9209
Directions
Law Offices of Christian Schank and Associates, APC
5 out of 5
Location the chavez building, 454 N Arrowhead Ave B, San Bernardino, CA 92401, USA
Phone (800) 968-5313
Directions
The Elder and Disability Law Firm, APC
5 out of 5
Location 104 E Olive Ave Ste 103, Redlands, CA 92373, USA
Phone (909) 888-7100
Directions
Law Offices of Michael A. Scafiddi, INC
5 out of 5
Location 432 N Arrowhead Ave, San Bernardino, CA 92401, USA
Phone (909) 381-1000
Directions
Estate Planning Lawyers in San Bernardino County, CA

Where Estate Planners in San Bernardino County, CA Serve

San Bernardino County, located in Southern California, is a sprawling region that boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the majestic peaks of the San Bernardino Mountains to the sprawling deserts of the Mojave, this county is a study in contrasts. Some of the county's most notable landmarks include the iconic Route 66, the stunning San Bernardino National Forest, and the historic Mission Inn in Riverside. When it comes to top employers, San Bernardino County is home to a number of major companies in industries ranging from healthcare and education to logistics and manufacturing. These include Kaiser Permanente, Amazon, Stater Bros., and the University of California, Riverside. Major highways and streets crisscross the county, including the 10, 15, and 210 freeways, as well as major surface streets like Foothill Boulevard, E Street, and Highland Avenue.

Financial Services Related to Estate Planning in San Bernardino County, CA

Banks and Credit Unions

Residents of San Bernardino County, CA can benefit from a bank in numerous ways. Firstly, banks provide financial services such as checking and savings accounts, loans, and credit cards. These services enable residents to manage their finances and achieve their financial goals. Secondly, banks offer convenience through online and mobile banking, allowing residents to access their accounts and conduct transactions from the comfort of their homes. Additionally, banks provide security for residents' money, protecting it from theft and fraud. One specific benefit for San Bernardino County residents is that banks can help them navigate the unique challenges of living in a region that is prone to natural disasters such as wildfires and earthquakes. Banks can provide resources and assistance to help residents prepare for emergencies and recover from disasters. Overall, banks are an essential resource for residents of San Bernardino County, providing financial stability, convenience, and security.

Insurance Broker

Residents of San Bernardino County, CA can benefit greatly from the services of an insurance broker. With the county's large and diverse population, navigating the complex world of insurance can be overwhelming for many individuals and families. An insurance broker can help residents find the right coverage for their specific needs, whether that be health insurance, auto insurance, or home insurance. Additionally, with the county's high risk for natural disasters such as wildfires and earthquakes, an insurance broker can help residents understand their coverage options and ensure they are adequately protected. Overall, working with an insurance broker can provide peace of mind and protection for residents of San Bernardino County, CA.

Retirement Planning

Residents of San Bernardino County, CA can benefit greatly from the services of a retirement planner. With a population of over 2 million people, San Bernardino County is the fifth most populous county in California. A retirement planner can help residents navigate the complex world of retirement planning, including managing retirement accounts, maximizing social security benefits, and creating a personalized retirement plan. Additionally, with the high cost of living in San Bernardino County, a retirement planner can assist residents in ensuring they have enough savings to maintain their standard of living in retirement. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of San Bernardino County as they plan for their future.

Wealth Management

Residents of San Bernardino County, CA could benefit greatly from the services of a wealth manager. With the county's diverse economy, which includes industries such as healthcare, logistics, and tourism, a wealth manager can provide guidance on investment opportunities that align with the county's economic trends. Additionally, San Bernardino County is home to a large population of retirees who may require assistance with retirement planning, estate planning, and tax management. A wealth manager can offer tailored solutions to help residents navigate these complex financial matters and achieve their long-term financial goals. Overall, a wealth manager can provide invaluable support to residents of San Bernardino County as they navigate the challenges and opportunities of their financial lives.

Financial Advisor

Residents of San Bernardino County, CA can greatly benefit from the services of a financial advisor. With a population of over 2 million people, the county is home to a diverse range of individuals with varying financial needs. A financial advisor can assist with everything from creating a budget to investing for retirement. Specifically, San Bernardino County is known for its high poverty rate, which can make it difficult for residents to build wealth and plan for the future. A financial advisor can help those struggling with financial insecurity by providing guidance on how to manage debt, save money, and make sound investment decisions. Additionally, with the county's proximity to Los Angeles and its booming real estate market, a financial advisor can help residents navigate the complexities of buying and selling property in a competitive market. Overall, a financial advisor can be a valuable resource for anyone in San Bernardino County looking to improve their financial situation and plan for a secure future.

Mortgage Loan Officer

Residents of San Bernardino County, CA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure a mortgage to purchase a home, refinance an existing mortgage, or access equity in their home for other financial needs. One specific benefit for San Bernardino County residents is that a mortgage loan officer can help them navigate the local housing market. San Bernardino County has a diverse housing market with a wide range of home prices and neighborhoods. A mortgage loan officer can provide valuable insight into the local market trends and help residents find the right home loan product for their unique needs. With the help of a mortgage loan officer, San Bernardino County residents can achieve their dream of homeownership and build wealth through real estate.

Tax Services

Residents of San Bernardino County, CA can benefit greatly from the expertise of a tax advisor. With a population of over 2 million people, there are numerous tax laws and regulations that apply to individuals and businesses in the area. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available deductions and credits. Additionally, San Bernardino County has a large number of small businesses, and a tax advisor can provide valuable guidance on tax planning, compliance, and minimizing tax liability. With the recent changes to the federal tax code, it is more important than ever for residents of San Bernardino County to seek the advice of a qualified tax professional.

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