Estate Planning Attorneys in Calabasas, CA

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List of Firms

Top Calabasas, CA Estate Planning Law Firms

The Pacella Law Group
5 out of 5
Location 5000 Parkway Calabasas Suite 219, Calabasas, CA 91302, USA
Phone (818) 614-9245
Language http://www.pacellalaw.com/
Directions
Golshani Lisa S
5 out of 5
Location 26565 Agoura Rd Suite 200, Calabasas, CA 91302, USA
Phone (818) 334-2805
Language http://www.golshanilaw.com/
Directions
Fuire Family Law
5 out of 5
Location 23603 Park Sorrento #103, Calabasas, CA 91302, USA
Phone (818) 222-4900
Language http://fuirefamilylaw.com/
Directions
Moschetti Law Group, PC
5 out of 5
Location 23901 Calabasas Rd Ste 1069, Calabasas, CA 91302, USA
Phone (888) 702-2755
Language https://www.moschettilaw.com/
Directions
Menora Law ? ISRAEL ATTORNEY ?? PROBATE ORDER IN ISRAEL ?
5 out of 5
Location 21900 Burbank Boulevard 3rd floor, coworking, 21900 Burbank Blvd #3085, Woodland Hills, CA 91367, USA
Phone (323) 484-1029
Language http://www.menoralaw.com/
Directions
Feinberg & Waller, APC
5 out of 5
Location 23501 Park Sorrento #103, Calabasas, CA 91302, USA
Phone (818) 698-2842
Language https://www.feinbergwaller.com/
Directions
Estate Planning Lawyers in Calabasas, CA

Where Estate Planners in Calabasas, CA Serve

Nestled in the picturesque hills of Southern California, Calabasas is a city that boasts a rich history and a vibrant present. From the iconic landmarks that dot its landscape to the bustling streets and neighborhoods that make up its diverse community, there is no shortage of things to see and do in this dynamic city. One of the most recognizable landmarks in Calabasas is the Leonis Adobe Museum, a historic ranch that dates back to the 19th century. Other notable landmarks include the Calabasas Commons, a popular shopping and dining destination, and the Malibu Creek State Park, which offers breathtaking views of the surrounding mountains and canyons. Calabasas is also home to a number of top employers, including The Cheesecake Factory, Harbor Freight Tools, and Ixia Communications. These companies, along with many others, contribute to the city's thriving economy and provide job opportunities for residents.

Financial Services Related to Estate Planning in Calabasas, CA

Banks and Credit Unions

Residents of Calabasas, CA can benefit from a bank in various ways. For instance, a bank can provide them with financial assistance, such as loans, mortgages, and credit cards. This can be particularly helpful for those who are looking to invest in the local real estate market, which is known for its high property values. Additionally, a bank can offer residents access to a range of banking services, such as checking and savings accounts, online banking, and mobile banking. This can make it easier for residents to manage their finances and stay on top of their bills and expenses. Overall, a bank can provide valuable support to residents of Calabasas, CA, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Calabasas, CA can benefit greatly from the services of an insurance broker. With the area's high cost of living and expensive real estate, it's important for residents to have the right insurance coverage to protect their assets. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs. Additionally, Calabasas is known for its high wildfire risk, so an insurance broker can assist residents in finding comprehensive coverage that includes protection against wildfires. By working with an insurance broker, residents of Calabasas can have peace of mind knowing they have the right insurance coverage in place to protect themselves and their assets in the event of an unforeseen event.

Retirement Planning

Residents of Calabasas, CA can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by providing personalized financial advice and guidance to help residents achieve their retirement goals. This is especially important in Calabasas, where the cost of living is high and many residents have substantial assets that need to be managed carefully. A retirement planner can help residents navigate complex financial issues such as tax planning, estate planning, and investment management, and can provide valuable insights into the best strategies for saving and investing for retirement. With the help of a skilled retirement planner, residents of Calabasas can feel confident that they are on the right track to achieving their financial goals and enjoying a comfortable retirement.

Wealth Management

Residents of Calabasas, CA may benefit from the services of a wealth manager in a number of ways. One of the most common ways is through investment management. A wealth manager can help residents of Calabasas, which is known for its affluent population, to make informed investment decisions that align with their financial goals. Additionally, a wealth manager can provide tax planning services to help residents minimize their tax liabilities, which is particularly important in California where taxes can be high. Another way that residents of Calabasas can be helped by a wealth manager is through estate planning. A wealth manager can help ensure that a resident's assets are distributed according to their wishes and can help minimize estate taxes. Overall, a wealth manager can provide valuable financial guidance and support to the residents of Calabasas, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Calabasas, CA could greatly benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique real estate market of Calabasas. With a median home price of over $1 million, Calabasas is known for its high-end properties and luxury lifestyle. A financial advisor could assist residents in making smart decisions when it comes to buying or selling a home, as well as managing their finances in a way that allows them to maintain their desired standard of living. Additionally, a financial advisor could help residents plan for their future and ensure that they are on track to meet their long-term financial goals, such as retirement or saving for their children's education. Overall, a financial advisor could provide valuable support and guidance to the residents of Calabasas, helping them to make informed financial decisions and achieve financial security.

Mortgage Loan Officer

Residents of Calabasas, CA can benefit greatly from the services of a mortgage loan officer. One specific way that they can be helped is by having access to local knowledge and expertise. A mortgage loan officer who is familiar with the Calabasas area will be able to provide valuable insight into the local real estate market, which can help residents make informed decisions about buying or refinancing a home. Additionally, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. This can be especially helpful for first-time homebuyers or those who are unfamiliar with the mortgage process. Overall, working with a mortgage loan officer can make the home buying or refinancing process smoother and less stressful for residents of Calabasas, CA.

Tax Services

Residents of Calabasas, CA could greatly benefit from the expertise of a tax advisor. With a median household income of over $130,000, many residents may have complex tax situations that require professional assistance. Additionally, with a high concentration of small business owners and entrepreneurs in the area, a tax advisor could provide valuable guidance on tax planning, deductions, and compliance. Furthermore, Calabasas is known for its luxury real estate market, and a tax advisor could assist homeowners with navigating the tax implications of property ownership and sales. Overall, a tax advisor could provide invaluable support to the residents of Calabasas in maximizing their financial well-being.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Calabasas, CA can offer a wide range of services to help individuals plan and manage their estates. They can provide legal advice and guidance on matters such as wills, trusts, and powers of attorney. Additionally, they can assist with probate and estate administration, as well as help clients navigate complex tax laws and regulations. With its affluent population and high property values, Calabasas presents unique challenges and opportunities for estate planning. A skilled lawyer in this area will be well-versed in the local real estate market and able to provide tailored advice to clients looking to protect and grow their assets in this competitive environment. Overall, working with an estate planning lawyer in Calabasas can provide peace of mind and ensure that your assets are managed and distributed according to your wishes.

Calabasas, CA is the ultimate destination for anyone seeking the services of an estate planning lawyer. This affluent city, located in the heart of Los Angeles County, is home to some of the most experienced and knowledgeable lawyers in the field of estate planning. With its idyllic surroundings and luxurious lifestyle, Calabasas offers the perfect setting for individuals and families to plan their estates and secure their legacies. Whether you're looking to create a will, establish a trust, or navigate the complex world of probate law, Calabasas has everything you need. From its top-rated law firms to its world-class amenities, this city has it all. So if you're looking for the best estate planning lawyer in the business, look no further than Calabasas, CA.