Estate Planning Attorneys in San Clemente, CA

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List of Firms

Top San Clemente, CA Estate Planning Law Firms

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San Clemente Estate Law, P.C.
5 out of 5
Location 100 S Ola Vista Suite A, San Clemente, CA 92672, USA
Phone (949) 420-0025
Directions
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David L. Gibbs, Attorney at Law
Location 903 Calle Amanecer UNIT 215, San Clemente, CA 92673, USA
Phone (949) 492-3350
Directions
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Law Office of Jan A. Meyer
5 out of 5
Location Sail Way, Dana Point, CA 92629, USA
Phone (949) 607-9412
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NCG Financial Inc.
5 out of 5
Location 185 Avenida La Pata #206, San Clemente, CA 92673, USA
Phone (949) 388-9046
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Todd Anderson Law Group
4 out of 5
Location 105 E Mariposa, San Clemente, CA 92672, USA
Phone (949) 201-9712
Directions
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Law Office of Corey E. Taylor
Location 629 Camino De Los Mares STE 305, San Clemente, CA 92673, USA
Phone (866) 387-9186
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Mauriello Law Firm, APC
5 out of 5
Location 1181 Puerta Del Sol Ste 120, San Clemente, CA 92673, USA
Phone (949) 542-3555
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The Gibbs Law Firm, APC
5 out of 5
Location 903 Calle Amanecer UNIT 215, San Clemente, CA 92673, USA
Phone (949) 492-3350
Directions
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Neufeld Howard
5 out of 5
Location 24672 San Juan Ave #201, Dana Point, CA 92629, USA
Phone (949) 493-0111
Directions
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Sanders & Montalto
Location 105 E Mariposa, San Clemente, CA 92672, USA
Phone (949) 472-1622
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Modern Wealth Law
5 out of 5
Location 3200 Park Center Dr #260, Costa Mesa, CA 92626, USA
Phone (949) 371-5003
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Estate Planning Lawyers in San Clemente, CA

Where Estate Planners in San Clemente, CA Serve

San Clemente, CA is a vibrant coastal city located in Orange County, known for its stunning beaches and Spanish-style architecture. The city is home to several iconic landmarks, including the San Clemente Pier, which offers breathtaking views of the Pacific Ocean and is a popular spot for fishing and surfing. Other notable landmarks include the Casa Romantica Cultural Center and Gardens, a historic mansion turned museum, and the Surfing Heritage and Culture Center, which celebrates the history of surfing. The city's economy is driven by a diverse range of industries, with top employers including the Capistrano Unified School District, the City of San Clemente, and the Saddleback Memorial Medical Center. San Clemente is also home to several major highways and streets, including the I-5 freeway, which runs through the city and provides easy access to neighboring cities like San Diego and Los Angeles. The city is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in San Clemente, CA

Banks and Credit Unions

Residents of San Clemente, CA can benefit from a bank in numerous ways. For starters, a bank can provide financial assistance to those looking to buy a home in the area, which is known for its beautiful beaches and coastal charm. Additionally, banks can offer loans and lines of credit to small business owners in the community, helping to support the local economy. With San Clemente being a popular tourist destination, banks can also provide foreign currency exchange services and travel-related financial advice to both residents and visitors. Overall, a bank can serve as a valuable resource for the diverse financial needs of San Clemente residents.

Insurance Broker

Residents of San Clemente, CA can benefit from the services of an insurance broker in a number of ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. This is particularly important in San Clemente, where many residents may require specialized insurance for their homes, businesses, or recreational activities due to the city's proximity to the ocean and other natural attractions. Additionally, an insurance broker can help residents save money by comparing policies from different providers and negotiating better rates on their behalf. Overall, working with an insurance broker can provide peace of mind and financial security for residents of San Clemente.

Retirement Planning

Residents of San Clemente, CA can benefit greatly from the services of a retirement planner. With the high cost of living in Southern California, it can be challenging to plan for retirement while also managing day-to-day expenses. A retirement planner can help residents of San Clemente navigate the complexities of retirement planning, including investment strategies, tax planning, and budgeting. Additionally, San Clemente is known for its large population of retirees, and a retirement planner can provide guidance on how to make the most of retirement savings and social security benefits. By working with a retirement planner, residents of San Clemente can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of San Clemente, CA could benefit greatly from the services of a wealth manager. San Clemente is a beautiful coastal city, but it's also an expensive place to live. With a median home price of over $1 million, many residents may struggle to manage their finances effectively. A wealth manager could help these residents create a budget, manage their investments, and plan for their financial future. Additionally, San Clemente is home to many retirees who may need help managing their retirement savings and ensuring they have enough money to last throughout their retirement years. A wealth manager could provide guidance on how to maximize retirement savings and create a sustainable retirement income stream. Overall, a wealth manager could provide valuable financial guidance to the residents of San Clemente, helping them achieve their financial goals and live comfortably in this beautiful coastal city.

Financial Advisor

Residents of San Clemente, CA could benefit from a financial advisor in many ways, particularly when it comes to managing their finances for retirement. San Clemente has a high cost of living, and many residents are looking to retire comfortably without sacrificing their current lifestyle. A financial advisor can help residents create a personalized retirement plan that takes into account their unique financial situation, goals, and risk tolerance. Additionally, a financial advisor can help residents navigate the complex world of investments and ensure that their portfolio is diversified and aligned with their long-term goals. With the help of a financial advisor, residents of San Clemente can feel confident in their financial future and enjoy the beautiful coastal community without worrying about their finances.

Mortgage Loan Officer

Residents of San Clemente, CA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents secure a mortgage for their dream home in San Clemente, which is known for its beautiful beaches and stunning views. Secondly, a mortgage loan officer can assist residents in refinancing their current mortgages to take advantage of lower interest rates and reduce their monthly payments. Additionally, San Clemente has a high cost of living, and a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and provide advice on how to manage their finances effectively. Overall, a mortgage loan officer can be a valuable resource for residents of San Clemente, CA who are looking to buy or refinance a home in this beautiful coastal town.

Tax Services

Residents of San Clemente, CA can benefit greatly from the services of a tax advisor. With the city's thriving tourism industry and growing real estate market, there are many opportunities for individuals to invest and earn income. A tax advisor can assist with navigating the complexities of tax laws and regulations, ensuring that residents are taking advantage of all available deductions and credits. Additionally, with California's high state income tax rates, a tax advisor can help residents minimize their tax liability and maximize their after-tax income. Whether it's filing taxes for a small business or planning for retirement, a tax advisor can provide valuable guidance and support to residents of San Clemente, CA.

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