Estate Planning Attorneys in Fullerton, CA

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List of Firms

Top Fullerton, CA Estate Planning Law Firms

Yu & Yu Law -- Estate Planning Lawyers
5 out of 5
Location 1440 N Harbor Blvd Suite #900, Fullerton, CA 92835, USA
Phone (213) 835-0300
Directions
Thakur Law Firm, APC
5 out of 5
Location 1400 N Harbor Blvd Suite 410, Fullerton, CA 92835, USA
Phone (714) 772-7400
Directions
Varela Law
5 out of 5
Location 1277 E Imperial Hwy, Placentia, CA 92870, USA
Phone (844) 222-1417
Directions
Marc T. Eagan Attorney at Law
5 out of 5
Location 265 S Randolph Ave #290, Brea, CA 92821, USA
Phone (714) 992-1770
Directions
The Probate Guy - Attorney Robert L. Cohen
5 out of 5
Location 8081 Orangethorpe Ave, Buena Park, CA 90621, USA
Phone (714) 522-8880
Directions
Duke - Johnson & Associates
5 out of 5
Location 150 W Bastanchury Rd Suite B, Fullerton, CA 92835, USA
Phone (949) 445-3425
Directions
Benjamin H. Berkley Attorney At Law
4 out of 5
Location 1440 N Harbor Blvd #250, Fullerton, CA 92835, USA
Phone (714) 871-6440
Directions
Brasov Law
5 out of 5
Location 16700 Valley View Ave Suite 300, La Mirada, CA 90638, USA
Phone (562) 485-4850
Directions
Gerard W. O'Brien & Associates, P.C
5 out of 5
Location 2878 E Imperial Hwy, Brea, CA 92821, USA
Phone (714) 985-9025
Directions
Law Office of Daniel R. York
3 out of 5
Location 1953 E Chapman Ave, Fullerton, CA 92831, USA
Phone (714) 738-3400
Directions
Anthony Lagomarsino Law Office
Location 2260 N State College Blvd, Fullerton, CA 92831, USA
Phone (714) 671-5884
Directions
Trusts and Wills Online
5 out of 5
Location 357 Cliffwood Park St Suite B, Brea, CA 92821, USA
Phone (844) 979-1815
Directions
Estate Planning Lawyers in Fullerton, CA

Where Estate Planners in Fullerton, CA Serve

Fullerton, CA is a vibrant city located in Orange County, known for its rich history and diverse culture. This bustling metropolis is home to several landmarks that attract visitors from all over the world, such as the Fullerton Arboretum, Muckenthaler Cultural Center, and the Fullerton Museum Center. The city is also a hub for top employers, including St. Jude Medical Center, California State University Fullerton, and Fullerton College. These institutions provide a wide range of job opportunities for residents and contribute significantly to the local economy. Fullerton is easily accessible via major highways and streets, such as the 5, 57, and 91 freeways, and Harbor Boulevard. These thoroughfares connect the city to nearby destinations, making it an ideal location for commuters and travelers alike. The neighborhoods in Fullerton are diverse and offer a variety of housing options, from historic homes in the Downtown Fullerton area to modern apartments in the bustling SoCo District.

Financial Services Related to Estate Planning in Fullerton, CA

Banks and Credit Unions

Residents of Fullerton, CA can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. A bank can also provide assistance with financial planning and investment advice. In Fullerton, CA, many residents are homeowners and may require a mortgage or home equity loan. Additionally, Fullerton has a thriving small business community, and a bank can help entrepreneurs with business loans and merchant services. Overall, a bank can be a valuable resource for Fullerton residents looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Fullerton, CA can benefit greatly from the services of an insurance broker. With its diverse population and thriving business community, Fullerton presents unique insurance needs that require personalized attention. An insurance broker can help residents navigate the complex world of insurance and find policies that address their specific needs. For example, Fullerton is home to many small businesses that may require specialized commercial insurance to protect against liability and property damage. Additionally, Fullerton is located in an earthquake-prone area, making earthquake insurance a crucial consideration for homeowners. An insurance broker can provide valuable guidance and support in selecting the right policies and coverage amounts to ensure that Fullerton residents are protected in the event of unexpected events.

Retirement Planning

Residents of Fullerton, CA can benefit greatly from the services of a retirement planner. With the city's diverse population and range of income levels, a retirement planner can help individuals create personalized retirement plans that take into account their unique financial situations and goals. For example, Fullerton is home to a large number of retirees who may have pensions, 401(k)s, or other retirement savings accounts. A retirement planner can help these individuals maximize their retirement income by creating a plan that balances investment options, tax strategies, and risk management. Additionally, Fullerton's proximity to major cities and attractions may make it an attractive location for retirees who want to travel or pursue leisure activities. A retirement planner can help these individuals plan for these expenses and ensure that they have enough income to enjoy their retirement years to the fullest.

Wealth Management

Residents of Fullerton, CA can benefit greatly from the assistance of a wealth manager. With a diverse population and a range of income levels, Fullerton residents may need help managing their finances and planning for the future. A wealth manager can provide guidance on investments, retirement planning, and tax strategies. Additionally, with Fullerton's high cost of living, a wealth manager can help residents create a budget and manage their expenses. For example, a wealth manager may suggest ways to reduce housing costs or find opportunities for additional income. With the help of a wealth manager, Fullerton residents can feel more confident in their financial decisions and work towards achieving their long-term goals.

Financial Advisor

Residents of Fullerton, CA can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic landscape of the city. Fullerton is known for its diverse population and thriving small business community, which can present both opportunities and challenges for individuals seeking financial stability. A financial advisor can help residents navigate these complexities by providing expert advice on topics such as retirement planning, investment strategies, tax planning, and debt management. By working with a financial advisor, Fullerton residents can gain the knowledge and tools they need to achieve their financial goals and secure a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of Fullerton, CA can benefit greatly from the expertise of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can guide them through the complex process of obtaining a loan. Fullerton is known for its diverse population and range of housing options, from historic homes to modern condos. A loan officer can help residents navigate the local real estate market and find a loan that fits their unique needs and budget. They can also provide advice on down payment assistance programs and other resources available to Fullerton residents. With the help of a mortgage loan officer, residents of Fullerton can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Fullerton, CA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are specific to Fullerton. For example, Fullerton residents can take advantage of the California Earned Income Tax Credit (CalEITC) which is a state tax credit for low-income families and individuals. A tax advisor can also assist with navigating the complex tax laws and regulations that are unique to California, such as the state's high tax rates. Additionally, a tax advisor can help Fullerton residents with tax planning strategies to minimize their tax liability and maximize their savings. Overall, a tax advisor can provide valuable assistance to Fullerton residents in achieving their financial goals and ensuring compliance with tax laws.

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