Estate Planning Attorneys in San Diego, CA

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List of Firms

Top San Diego, CA Estate Planning Law Firms

The Law Firm of Steven F. Bliss Esq.

5 out of 5

Location 3914 Murphy Canyon Rd a202, San Diego, CA 92123, USA
Phone (858) 278-2800
Preston Estate Planning

5 out of 5

Location 12396 World Trade Dr Suite 301, San Diego, CA 92128, USA
Phone (619) 350-8416
Smykowski Law Offices - Wills, Probate, Estate Planning Attorneys

5 out of 5

Location 16776 Bernardo Center Dr Suite 203, San Diego, CA 92128, USA
Phone (858) 484-0264
Stephens Law Group

5 out of 5

Location 12526 High Bluff Dr #200, San Diego, CA 92130, USA
Phone (858) 792-0909
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About San Diego, CA

San Diego is a major city in southern California, located on the coast adjacent to Mexico. It is the second largest city in the state and is home to over 1.4 million people. The city is known for its mild climate, extensive beaches, and its large military presence. Major landmarks in San Diego include Balboa Park, the San Diego Zoo, and SeaWorld San Diego. Some of the city's top employers are Qualcomm, Genentech, and Scripps Health. Major highways and streets in San Diego include I-5, I-8, US-101, and CA-163. Neighborhoods in San Diego include Hillcrest, North Park, Downtown, and Point Loma.

Where Estate Planners in San Diego, CA Serve

Financial Services Related to Estate Planning in San Diego, CA

Banks and Credit Unions

Banks in San Diego, CA can provide a variety of financial services to residents. These services include checking and savings accounts, loans, credit cards, and mortgages. Banks can also offer other services such as investment advice, insurance products, and wealth management.

Insurance Broker

If you live in San Diego, CA and are looking for insurance services, you may want to consider working with a local insurance broker. Brokers can provide a variety of services to their clients, including helping them find the right type of coverage, comparing rates from different providers, and assisting with claims. Many brokers also specialize in certain types of coverage, such as home insurance or auto insurance. So if you're looking for help finding the right policy or have a specific question about your coverage, a broker can be a great resource.

Retirement Planning

San Diego, CA is a great place to retire. However, in order for retirees to make the most of their retirement years, it is important for them to plan ahead. One way that San Diego residents can benefit from retirement planning is by taking advantage of the many resources that are available to them. For example, there are many online calculators that can help people determine how much money they will need in retirement. Additionally, there are books and articles that provide information on topics such as investing and estate planning. Retirees can also benefit from meeting with a financial planner or attending workshops and seminars on retirement planning. By taking advantage of these resources, retirees can feel more confident about their financial future and be able to enjoy their retirement years even more.

Wealth Management

San Diego, CA is a great place to live and work, but it can also be a great place to invest and save money. One way to do this is by using wealth management services. Wealth management services can help San Diego residents make the most of their money by providing advice on investments, estate planning, and more.

Financial Advisor

Residents of San Diego, CA have a number of financial advisor options to choose from. Some advisors specialize in certain areas such as retirement planning or investment management, while others offer a more comprehensive range of services. Before selecting an advisor, it's important to understand what services are offered and what the advisor's experience and qualifications are.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to San Diego, CA residents. These services include helping people find the best mortgage rates, working with them to secure the best loan terms, and helping them through the entire mortgage process. In addition, mortgage loan officers can also help homeowners refinance their mortgages, which can save them money in the long run.

Tax Services

Tax accountants in San Diego provide a variety of services to local residents, including preparing and filing tax returns, providing advice on how to reduce taxes owed, and helping businesses stay in compliance with tax laws. They also offer assistance with audits and other tax-related issues. By working with a qualified tax accountant, San Diego residents can rest assured that their taxes are being handled properly and that they are taking advantage of all the available tax breaks.


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