Estate Planning Attorneys in Lake Forest, CA

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List of Firms

Top Lake Forest, CA Estate Planning Law Firms

OC Wills and Trust Attorneys
5 out of 5
Location 26050 Acero, Mission Viejo, CA 92691, USA
Phone (949) 288-3598
Directions
OC Wills and Trust Attorneys
5 out of 5
Location 15635 Alton Pkwy # 125, Irvine, CA 92618, USA
Phone (949) 755-8334
Directions
Winstead Law Group, APC
5 out of 5
Location 28202 Cabot Rd #300, Laguna Niguel, CA 92677, USA
Phone (949) 639-9606
Directions
Family Law Richard E. Young & Associates
5 out of 5
Location 23731 El Toro Rd #B, Lake Forest, CA 92630, USA
Phone (949) 951-9529
Directions
Law Office of Jerome J Carrasco
5 out of 5
Location 26459 Rancho Pkwy S, Lake Forest, CA 92630, USA
Phone (949) 830-9970
Directions
Reynolds & Powers
5 out of 5
Location 23832 Rockfield Blvd STE 250, Lake Forest, CA 92630, USA
Phone (949) 598-8888
Directions
Hershorin & Henry, LLP
5 out of 5
Location 26475 Rancho Pkwy S, Lake Forest, CA 92630, USA
Phone (949) 859-5600
Directions
O'Hara & Greco Attorney's at Law
2 out of 5
Location 25361 Commercentre Dr Suite 150, Lake Forest, CA 92630, USA
Phone (949) 474-6900
Directions
Roehl & Glowacki, P.C.
Location 24422 Avenida De La Carlota #285, Laguna Hills, CA 92653, USA
Phone (949) 484-8001
Directions
Giammichele Law, APC
5 out of 5
Location 24361 El Toro Rd Suite 260, Laguna Woods, CA 92637, USA
Phone (949) 339-1845
Directions
Law Office of James Burns now affiliated with LS Carlson Law P.C.
5 out of 5
Location 85 Enterprise Suite 310, Aliso Viejo, CA 92656, USA
Phone (949) 305-8642
Directions
DAVID H. MELILLI J.D.,LL.M.
5 out of 5
Location 23010 Lake Forest Dr suite e, Laguna Hills, CA 92653, USA
Phone (630) 639-1938
Directions
Byron D. Groves Attorney at Law
5 out of 5
Location 23232 Peralta Dr #111, Laguna Hills, CA 92653, USA
Phone (949) 581-0951
Directions
Denni & Co., P.C.
5 out of 5
Location 26632 Towne Centre Dr Suite 300, Foothill Ranch, CA 92610, USA
Phone (949) 973-6478
Directions
Trevino Law, Inc.
5 out of 5
Location 23151 Moulton Pkwy, Laguna Hills, CA 92653, USA
Phone (949) 312-4773
Directions
Seaton Law Group, P.C.
5 out of 5
Location 15615 Alton Pkwy Suite 450, Irvine, CA 92618, USA
Phone (949) 440-3217
Directions
Beck Christian, APC Attorneys at Law
3 out of 5
Location 23041 Mill Creek Dr, Laguna Hills, CA 92653, USA
Phone (949) 855-9250
Directions
Estate Planning Lawyers in Lake Forest, CA

Where Estate Planners in Lake Forest, CA Serve

Lake Forest, CA is a vibrant city located in Orange County, California. This city is known for its beautiful parks, stunning landmarks, and thriving economy. The top employers in the area include Panasonic Avionics, Oakley, Inc., and Apria Healthcare. Major highways and streets in the area include Interstate 5, State Route 241, and El Toro Road. The neighborhoods of Lake Forest are diverse and range from upscale gated communities to charming suburban areas. Some of the most notable landmarks in the area include the Saddleback Church, Whiting Ranch Wilderness Park, and the Etnies Skatepark. Whether you're looking for a peaceful place to call home or a bustling city with plenty of job opportunities, Lake Forest is the perfect place to be.

Financial Services Related to Estate Planning in Lake Forest, CA

Banks and Credit Unions

Residents of Lake Forest, CA can benefit from a bank in a multitude of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Additionally, banks can provide guidance on financial planning and investment options. In Lake Forest specifically, banks can assist residents in navigating the high cost of living in Orange County by offering competitive interest rates on loans and mortgages. Furthermore, banks can help residents manage their finances during times of crisis, such as natural disasters or unexpected medical expenses. Overall, a bank can be a valuable resource for the residents of Lake Forest, providing them with the necessary tools to achieve financial stability and success.

Insurance Broker

Residents of Lake Forest, CA can benefit from the expertise and guidance of an insurance broker in many ways. With the city's proximity to wildfire-prone areas, an insurance broker can assist residents in finding the right coverage for their homes and belongings to protect against potential losses. Additionally, an insurance broker can help residents navigate the complexities of health insurance and find the best plans for their needs and budgets. With the high cost of living in Orange County, an insurance broker can also help residents save money by finding competitive rates on auto, home, and life insurance policies. Overall, an insurance broker can provide valuable support and peace of mind to residents of Lake Forest, CA.

Retirement Planning

Residents of Lake Forest, CA can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of individuals in this community. With a high median age of 41.5 years, many Lake Forest residents are approaching retirement age and may be unsure of how to best prepare for their future. A retirement planner can provide guidance on topics such as investment strategies, tax planning, and social security benefits to help individuals make informed decisions about their retirement. Additionally, with Lake Forest's proximity to major cities like Los Angeles and San Diego, a retirement planner can also offer advice on how to navigate the local real estate market and maximize retirement income through rental properties or other investments.

Wealth Management

Residents of Lake Forest, CA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Lake Forest, where the cost of living is higher than the national average and home prices are among the highest in the country. A skilled wealth manager can help residents of Lake Forest navigate these financial challenges by providing guidance on investment strategies, retirement planning, tax optimization, and more. By working with a wealth manager, residents of Lake Forest can feel confident that they are making informed decisions about their financial future.

Financial Advisor

Residents of Lake Forest, CA can benefit greatly from the guidance of a financial advisor. With its high median household income and expensive cost of living, many individuals in Lake Forest may struggle with managing their finances effectively. A financial advisor can help residents create a budget, invest wisely, and plan for retirement. Additionally, with the city's proximity to major employment centers like Irvine and Anaheim, a financial advisor can assist residents in navigating the complexities of employer-sponsored retirement plans and stock options. Overall, a financial advisor can provide invaluable support and expertise to help residents of Lake Forest, CA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lake Forest, CA would greatly benefit from the assistance of a mortgage loan officer when looking to purchase a home in this beautiful city. With its prime location in Orange County and its excellent schools, Lake Forest is a highly desirable place to live. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially challenging in a competitive real estate market like Lake Forest. They can provide guidance on finding the best mortgage rates and programs, and help residents understand their options for down payments and closing costs. Overall, a mortgage loan officer can make the home buying process much smoother and less stressful for residents of Lake Forest, allowing them to focus on finding their dream home in this wonderful community.

Tax Services

Residents of Lake Forest, CA can benefit from the services of a tax advisor in various ways. One of the most common ways a tax advisor can help residents is by providing guidance on how to minimize their tax liabilities while complying with state and federal tax laws. With Lake Forest being a city with a relatively high cost of living, residents can benefit from a tax advisor's expertise in identifying tax deductions and credits that can help them save money. Additionally, a tax advisor can help residents navigate the complex tax code, especially when it comes to issues such as capital gains, retirement planning, and estate planning. By working with a tax advisor, residents of Lake Forest can ensure that their tax returns are accurate and timely filed, and that they are taking advantage of all available tax benefits.

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