Estate Planning Attorneys in Banning, CA

We did the hard work of finding trustworthy partners in Banning, CA. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Banning, CA Estate Planning Law Firms

Thompson & Associates
4 out of 5
Location 436 E Ramsey St, Banning, CA 92220, USA
Phone (951) 849-5400
Directions
Saunders And Turner
Location 176 N Alessandro St Unit 818, Banning, CA 92220, USA
Phone (951) 837-4220
Directions
Law Office of Ronald E. Doty Jr.
5 out of 5
Location 1600 E Florida Ave Suite 216, Hemet, CA 92544, USA
Phone (951) 658-1100
Directions
THOMAS ALEXANDER LAW OFFICES
Location 226 E 6th St, Beaumont, CA 92223, USA
Phone (951) 846-3311
Directions
Reilly Melissa
5 out of 5
Location 790 Beaumont Ave Suite 102, Beaumont, CA 92223, USA
Phone (951) 769-3543
Directions
Bethel Law Corporation
Location 12 S San Gorgonio Ave #101, Banning, CA 92220, USA
Phone (909) 307-6282
Directions
Coral's Mobile Notary Services
5 out of 5
Location 1003 Calderon Wy, Banning, CA 92220, USA
Phone (951) 834-6398
Directions
Alexanders' Law
5 out of 5
Location 226 E 6th St, Beaumont, CA 92223, USA
Phone (310) 860-7678
Directions
Local Attorneys For Hire
Location 422 E Ramsey St, Banning, CA 92220, USA
Phone (951) 383-6337
Directions
Oliverio Law Offices
4 out of 5
Location 344 W Ramsey St, Banning, CA 92220, USA
Phone (951) 849-6529
Directions
The Law Offices of Lindsey M Burcham
5 out of 5
Location 422 E Ramsey St, Banning, CA 92220, USA
Phone (951) 572-2520
Directions
Banning, Beaumont Pass Area Probate Attorney
Location 315 E 6th St, Beaumont, CA 92223, USA
Phone (951) 845-5930
Directions
McClellan Wilson and Patterson
5 out of 5
Location 149 N San Gorgonio Ave, Banning, CA 92220, USA
Phone (951) 849-2913
Directions
Estate Planning Lawyers in Banning, CA

Where Estate Planners in Banning, CA Serve

Banning, CA is a Southern Californian city that boasts a rich history and vibrant culture. The city is home to several notable landmarks, including the Gilman Ranch Museum, the Malki Museum, and the San Bernardino National Forest. Top employers in the area include the Morongo Casino Resort and Spa, the Banning Unified School District, and the San Gorgonio Memorial Hospital. Major highways and streets that run through Banning include Interstate 10, Highway 243, and Ramsey Street. The city is divided into several unique neighborhoods, each with its own distinct character and charm. From the historic downtown district to the bustling shopping centers, Banning offers something for everyone.

Financial Services Related to Estate Planning in Banning, CA

Banks and Credit Unions

Residents of Banning, CA can benefit from a bank in several ways. Firstly, a bank can provide access to financial services such as savings accounts, checking accounts, loans, and credit cards. This can help individuals manage their finances more effectively and achieve their financial goals. Additionally, a bank can offer financial education and resources to help residents make informed decisions about their money. For example, a bank can provide information on budgeting, investing, and retirement planning. Another way that a bank can help residents of Banning, CA is by providing convenient access to cash through ATMs and online banking services. This is particularly important in a small town like Banning, where there may be limited access to financial services. Overall, a bank can be an invaluable resource for residents of Banning, CA looking to improve their financial well-being.

Insurance Broker

Residents of Banning, CA can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents find the best insurance policies that cater to their unique needs. Banning, CA is a city that is prone to natural disasters such as earthquakes and wildfires. Therefore, an insurance broker can help residents find insurance policies that cover such risks and ensure that they are adequately protected. Additionally, an insurance broker can assist residents in navigating the complex insurance industry and help them understand the terms and conditions of their policies. Overall, an insurance broker can provide invaluable support to residents of Banning, CA by helping them find the right insurance coverage and ensuring that they are adequately protected.

Retirement Planning

Residents of Banning, CA could greatly benefit from the expertise of a retirement planner. With a large population of retirees, many individuals in Banning may be unsure of how to make their savings last throughout their retirement years. A retirement planner can help residents create a personalized financial plan that takes into account their unique goals and circumstances. Additionally, Banning is located in Riverside County, which has a high cost of living compared to other parts of California. A retirement planner can help residents navigate this financial challenge and ensure they have enough money to cover their expenses in retirement. Overall, a retirement planner can provide valuable guidance and peace of mind for residents of Banning, CA as they plan for their futures.

Wealth Management

Residents of Banning, CA could greatly benefit from the services of a wealth manager. With a population of just over 30,000, Banning is a small town that is home to many retirees and working-class families. A wealth manager could help these individuals and families make the most of their financial resources, whether that means investing in the stock market, creating a retirement plan, or setting up a trust for future generations. Additionally, a wealth manager could provide guidance on tax planning and estate planning, which are important considerations for anyone looking to protect their assets and provide for their loved ones. With the help of a skilled wealth manager, residents of Banning can feel more confident about their financial future and enjoy greater peace of mind.

Financial Advisor

Residents of Banning, CA can benefit greatly from the expertise and guidance of a financial advisor. With a median household income of $44,000 and a poverty rate of 20%, many residents may struggle to make ends meet or plan for their financial future. A financial advisor can provide personalized advice on budgeting, saving, and investing to help residents reach their financial goals. Additionally, with the high cost of living in California, a financial advisor can assist in navigating the complexities of retirement planning and ensuring that residents are adequately prepared for their golden years. Overall, a financial advisor can be a valuable resource for the residents of Banning, CA, helping them to achieve financial stability and security.

Mortgage Loan Officer

Residents of Banning, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinance their existing mortgages. In a city like Banning, which has a median home value of $265,000, having a mortgage loan officer can make all the difference in finding affordable financing options. Additionally, a mortgage loan officer can provide valuable guidance on local real estate trends, zoning laws, and other factors that may impact a resident's ability to secure a mortgage. With their expertise and knowledge of the industry, a mortgage loan officer can help residents of Banning, CA navigate the complex world of home financing and achieve their homeownership goals.

Tax Services

Residents of Banning, CA can greatly benefit from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on filing taxes correctly and maximizing deductions. This is especially important for residents of Banning, as the city has a relatively high sales tax rate of 8.75%. Additionally, Banning is home to many retirees who may have unique tax considerations such as Social Security benefits and retirement income. A tax advisor can help ensure that these individuals are taking advantage of all available tax breaks and avoiding costly mistakes. Overall, a tax advisor can provide valuable assistance to residents of Banning, CA in navigating the complex world of taxes and maximizing their financial wellbeing.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs