Estate Planning Attorneys in Monterey, CA

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List of Firms

Top Monterey, CA Estate Planning Law Firms

Davis Laura A Law Offices
Location 200 Camino Aguajito, Monterey, CA 93940, USA
Phone (831) 375-2200
Language http://www.lauradavislawoffices.com/
Directions
Neil J Ticker, A Law Corporation
Location 2100 Garden Rd Ste A-105, Monterey, CA 93940, USA
Phone (831) 649-4418
Language http://neiltickerlaw.com/
Directions
Monterey Peninsula Law Inc.
4 out of 5
Location 31 Upper Ragsdale Dr Suite 3, Monterey, CA 93940, USA
Phone (831) 333-4444
Language http://www.monterey.attorney/
Directions
Robert E. Williams, Attorney at Law
5 out of 5
Location 215 W Franklin St #219, Monterey, CA 93940, USA
Phone (831) 372-8053
Language http://attorneybobwilliams.com/
Directions
Monterey Trust Management
4 out of 5
Location 26435 Carmel Rancho Blvd, Carmel-By-The-Sea, CA 93923, USA
Phone (831) 646-5262
Language https://www.montereytrust.com/
Directions
Law Office Of Sara Senger
Location 2511 Garden Rd Ste A230, Monterey, CA 93940, USA
Phone (831) 646-5424
Language http://members.calbar.ca.gov/fal/Member/Detail/138929
Directions
JRG Attorneys At Law
5 out of 5
Location 270 El Dorado St, Monterey, CA 93940, USA
Phone (831) 717-4995
Language https://www.jrgattorneys.com/monterey/?utm_source=GMB&utm_medium=organic&utm_campaign=monterey
Directions
Cornwall Family Law Office - Monterey Divorce Lawyer
5 out of 5
Location 2511 Garden Rd b200, Monterey, CA 93940, USA
Phone (831) 515-6577
Language https://www.attorneycornwall.com/
Directions
Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy
5 out of 5
Location 110 Webster St, Monterey, CA 93940, USA
Phone (831) 224-3199
Language http://www.montereypeninsulabankruptcy.com/
Directions
R.S.C. Law Group, Inc.
4 out of 5
Location 587 Hartnell St, Monterey, CA 93940, USA
Phone (831) 275-0987
Language https://www.montereydivorcelawgroup.com/
Directions
Johnson Fantl & Associates LLP
Location 500 Camino El Estero, Monterey, CA 93940, USA
Phone (831) 373-2800
Language https://johnsonfantl.com/
Directions
Yvonne Ascher Law Offices
4 out of 5
Location 444 Pearl St # A1, Monterey, CA 93940, USA
Phone (831) 641-9019
Language http://www.yvonneascher.com/
Directions
John D. Laughton, A Professional Law Corporation
5 out of 5
Location 215 W Franklin St Suite 411, Monterey, CA 93940, USA
Phone (831) 649-1122
Language https://www.estateplan-lawyers.com/
Directions
Law Office of Lorna J. Drope
Location 1900 Garden Rd #250, Monterey, CA 93940, USA
Phone (408) 852-7005
Language http://specialneedslawgroup.com/
Directions
Pierce King, P.C., Professional Law Corp.
5 out of 5
Location 2100 Garden Rd, Monterey, CA 93940, USA
Phone (831) 275-1002
Language http://www.piercekinglaw.com/
Directions
Leach & Walker, AP.C
5 out of 5
Location 24591 Silver Cloud Ct #250, Monterey, CA 93940, USA
Phone (831) 373-2500
Language https://leachandwalker.com/
Directions
Walker & Reed, P.C.
5 out of 5
Location 2738, 215 W Franklin St # 5, Monterey, CA 93940, USA
Phone (831) 649-1100
Language https://www.walkerandreed.com/
Directions
Law Offices of William A. Brandwein
5 out of 5
Location 215 W Franklin St, Monterey, CA 93940, USA
Phone (831) 372-3266
Directions
Hollingsworth Law Firm
5 out of 5
Location 550 Figueroa St suite f, Monterey, CA 93940, USA
Phone (831) 920-0777
Language http://hollingsworthlegal.com/
Directions
Estate Planning Lawyers in Monterey, CA

Where Estate Planners in Monterey, CA Serve

Monterey, CA is a coastal city located in the central region of California. It is renowned for its stunning natural beauty, rich history, and diverse culture. The city is home to several landmarks, including the Monterey Bay Aquarium, Cannery Row, and the historic Monterey State Historic Park. These landmarks attract millions of tourists every year, making tourism one of the top employers in the city. Other major employers include the Naval Postgraduate School, Monterey Peninsula College, and the Monterey County government. Monterey is accessible via several major highways, including Highway 1, which runs along the coast, and Highway 68, which connects the city to Salinas and the inland areas. The city's streets are named after historic figures and landmarks, such as Alvarado Street, which is named after Juan Bautista Alvarado, the first governor of California, and Pacific Street, which runs along the Pacific coastline.

Financial Services Related to Estate Planning in Monterey, CA

Banks and Credit Unions

Residents of Monterey, CA would greatly benefit from a bank in various ways. Firstly, with a bank, residents can easily deposit and withdraw money from their accounts, making it easier for them to manage their finances. Additionally, banks offer loans and credit cards, which can be helpful for those looking to make big purchases or start a business. Monterey, CA is a tourist destination, and banks can help visitors exchange currency and access ATM services, making it easier for them to enjoy their stay. Finally, with the rise of online banking, residents of Monterey can easily pay bills, transfer money, and monitor their accounts from the comfort of their own homes. Overall, a bank is an essential resource for residents of Monterey, CA to manage their finances and improve their quality of life.

Insurance Broker

Residents of Monterey, CA can benefit greatly from the services of an insurance broker. With the city's proximity to the coast, residents may face higher insurance premiums for their homes due to the increased risk of natural disasters such as earthquakes and floods. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that is tailored to their specific needs and budget. Additionally, with the city's thriving tourism industry, many residents may own businesses that require specialized insurance coverage. An insurance broker can provide valuable guidance on the types of insurance needed to protect their business and employees. Overall, an insurance broker can help residents of Monterey, CA find peace of mind knowing they have the right insurance coverage in place.

Retirement Planning

Residents of Monterey, CA can benefit greatly from the assistance of a retirement planner. One specific way is by helping them navigate the high cost of living in the area. Monterey is known for its scenic beauty and desirable location on the coast, but this also means that housing and other expenses can be prohibitively expensive for retirees. A retirement planner can help residents create a personalized financial plan that takes into account their unique needs and goals, and helps them make the most of their retirement savings. They can also provide guidance on how to maximize Social Security benefits and other sources of income, and help residents plan for potential healthcare costs and other unexpected expenses. Overall, a retirement planner can be a valuable resource for Monterey residents looking to enjoy a comfortable and financially secure retirement in this beautiful part of California.

Wealth Management

Residents of Monterey, CA can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Monterey is a popular retirement destination, and many residents may be unsure of how to best prepare for their golden years. A wealth manager can provide guidance on investment strategies, tax planning, and other financial considerations to help ensure a comfortable retirement. Additionally, given the high cost of living in Monterey, a wealth manager can help residents navigate the local real estate market and make informed decisions about buying or selling property. Overall, a wealth manager can provide valuable insights and advice to help residents of Monterey achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Monterey, CA could greatly benefit from the guidance of a financial advisor in several ways. One of the most common ways a financial advisor could assist residents is by helping them navigate the high cost of living in Monterey. With its picturesque location on the California coast and proximity to major cities like San Francisco and Los Angeles, Monterey can be an expensive place to live. A financial advisor could offer advice on budgeting, saving for retirement, and investing wisely to help residents make the most of their income and achieve their financial goals. Additionally, with the prevalence of tourism in Monterey, a financial advisor could also provide guidance on how to manage income from rental properties or other tourism-related businesses. Overall, a financial advisor could be a valuable resource for residents of Monterey looking to improve their financial well-being and achieve long-term financial stability.

Mortgage Loan Officer

Residents of Monterey, CA would greatly benefit from the services of a mortgage loan officer. Monterey is a city that is known for its high cost of living, and many residents struggle to afford homes in the area. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, and can provide guidance on the best options for their specific financial situation. Additionally, Monterey is a popular tourist destination, and many residents may be interested in purchasing properties to use as vacation rentals. A mortgage loan officer can assist with this process, helping residents to secure the financing they need to purchase and maintain a successful vacation rental property. Overall, a mortgage loan officer can be an invaluable resource for residents of Monterey, providing them with the support and expertise they need to achieve their home ownership goals.

Tax Services

Residents of Monterey, CA could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help individuals navigate the complexities of California state tax law, which can be particularly tricky in Monterey due to the region's high cost of living and unique tax structures. Additionally, a tax advisor could assist small business owners in Monterey with tax planning and compliance, ensuring that they are taking advantage of all available deductions and credits while avoiding costly penalties and audits. Overall, a tax advisor can provide invaluable guidance and support to residents of Monterey as they navigate the often-confusing world of taxes and finances.

Monterey, CA Financial Resources

Monterey, CA Chamber of Commerce

https://www.montereychamber.com/

Monterey, CA City Hall

https://monterey.org/city_hall/index.php

Monterey, CA Public Library

https://monterey.org/library/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Monterey, CA can provide a multitude of services to individuals seeking to protect their assets and ensure their wishes are carried out after their passing. These services may include drafting wills, trusts, and other legal documents, as well as advising clients on tax implications and asset protection strategies. In Monterey, CA specifically, estate planning lawyers may also be well-versed in the unique challenges and opportunities presented by the area's thriving tourism industry and high cost of living. As such, they may be able to provide tailored advice on how to best preserve and distribute assets in this context. Additionally, Monterey's proximity to Silicon Valley and the tech industry may also require estate planning lawyers to be knowledgeable about the nuances of intellectual property law and how it can impact estate planning for tech entrepreneurs and executives.

Monterey, CA is a hub for estate planning lawyers due to its thriving legal community and picturesque location. With its stunning coastline and rich history, Monterey attracts top-notch legal professionals who are well-versed in the intricacies of estate planning. The city's unique blend of natural beauty and cultural richness provides the perfect backdrop for lawyers to hone their craft and offer clients personalized and comprehensive estate planning services. Whether you're looking to draft a will, establish a trust or navigate the complex world of estate taxes, Monterey's legal experts are equipped with the knowledge and expertise to guide you through every step of the process. With its wealth of legal talent and breathtaking scenery, Monterey is undoubtedly the best place to find an estate planning lawyer.