Estate Planning Attorneys in Orange County, CA

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List of Firms

Top Orange County, CA Estate Planning Law Firms

Velasco Law Group | Probate | Estate Litigation | Inheritance Disputes
5 out of 5
Location 2030 Main Street Suite Suite 1300, Irvine, CA 92614, USA
Phone (562) 432-5541
Directions
Dwight Edward Tompkins - Estate Planning Attorney - Orange
5 out of 5
Location 1122 E Lincoln Ave #107, Orange, CA 92865, USA
Phone (714) 385-0044
Directions
Snyder Law
5 out of 5
Location 2 Park Plaza #480, Irvine, CA 92614, USA
Phone (949) 333-3702
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
Essayli & Brown LLP
5 out of 5
Location 18191 Von Karman Ave Suite 100, Irvine, CA 92612, USA
Phone (949) 508-2980
Directions
Law Office of Robert E. Hales, APC
4 out of 5
Location 1341 E Chapman Ave, Orange, CA 92866, USA
Phone (714) 771-7671
Directions
Asset Protection & Elder Law Center
5 out of 5
Location 17702 Mitchell N #101, Irvine, CA 92614, USA
Phone (714) 966-2646
Directions
Morgan Law Group
5 out of 5
Location 1500 Quail St #540, Newport Beach, CA 92660, USA
Phone (949) 260-1400
Directions
Max Alavi APC, OC Trusts Lawyer
5 out of 5
Location 2424 SE Bristol St #300, Newport Beach, CA 92660, USA
Phone (949) 706-1919
Directions
Meier Law Firm
5 out of 5
Location 450 Newport Center Dr # 625, Newport Beach, CA 92660, USA
Phone (949) 569-6076
Directions
Newman Law Group
5 out of 5
Location 242 W Main St #101, Tustin, CA 92780, USA
Phone (714) 544-1845
Directions
Mortensen & Reinheimer, PC
5 out of 5
Location 2855 Michelle Dr STE 120, Irvine, CA 92606, USA
Phone (714) 384-6053
Directions
Estate Planning Lawyers in Orange County, CA

Where Estate Planners in Orange County, CA Serve

Orange County, CA is a vibrant and diverse area located in Southern California. It is home to several notable landmarks, including Disneyland, Knott's Berry Farm, and the Balboa Pier. The county is also known for its beautiful beaches, such as Newport Beach and Laguna Beach. In terms of employment, Orange County has a thriving economy with several top employers, including Broadcom, Disneyland Resort, and the University of California, Irvine. The county is also home to several major highways, including the 5, 405, and 55 freeways, which provide easy access to neighboring counties and cities. Orange County is made up of several unique neighborhoods, each with its own distinct personality. Some of the most popular neighborhoods include Newport Beach, Irvine, and Huntington Beach. These areas offer a wide range of housing options, from luxurious beachfront properties to more affordable suburban homes. Overall, Orange County is a dynamic and exciting place to live, work, and play.

Financial Services Related to Estate Planning in Orange County, CA

Banks and Credit Unions

Residents of Orange County, CA can benefit from a bank in many ways. One of the most common ways a bank can help is by providing access to loans for home purchases or renovations. With the high cost of living in Orange County, many residents may need financial assistance to achieve their dream of owning a home. Additionally, banks can offer financial planning services to help residents manage their money and invest in their future. Orange County is known for its affluent communities, and a bank can help residents make the most of their wealth by providing personalized financial advice. Overall, a bank can be a valuable resource for residents of Orange County, providing them with the tools and resources they need to achieve their financial goals.

Insurance Broker

Residents of Orange County, CA can benefit greatly from the services of an insurance broker. With so many different insurance options available, it can be overwhelming to try and navigate the complex world of insurance on your own. An insurance broker can help Orange County residents find the best coverage for their needs, whether it's for their home, car, health, or business. What sets Orange County apart from other areas is its high cost of living, which can make finding affordable insurance even more challenging. An insurance broker can help residents find policies that fit within their budget without sacrificing quality coverage. Additionally, Orange County is prone to natural disasters such as wildfires and earthquakes, so having proper insurance coverage is crucial. An insurance broker can help residents understand their options and make informed decisions to protect themselves and their assets.

Retirement Planning

Residents of Orange County, CA can benefit greatly from the expertise of a retirement planner. With a high cost of living and a competitive job market, planning for retirement can be a daunting task. A retirement planner can help navigate the complexities of Social Security, pensions, and 401(k) plans to ensure that residents are on track to meet their retirement goals. Additionally, Orange County is known for its affluent population, which may require more sophisticated retirement planning strategies such as estate planning and tax-efficient investment strategies. A retirement planner can also provide guidance on healthcare costs and long-term care planning, which are especially important considerations for an aging population in Orange County. With their knowledge and experience, a retirement planner can help residents of Orange County achieve financial security in their golden years.

Wealth Management

Residents of Orange County, CA could greatly benefit from the services of a wealth manager. With the high cost of living in the area, many individuals may struggle to manage their finances effectively. A wealth manager can provide guidance and expertise on investment strategies, retirement planning, and tax optimization. Additionally, Orange County is known for its affluent population, making it crucial for residents to have a comprehensive plan in place to preserve and grow their wealth. A wealth manager can help individuals navigate complex financial situations, such as estate planning and charitable giving, ensuring that their assets are protected and utilized in the most effective way possible. Overall, a wealth manager can provide invaluable assistance to Orange County residents looking to secure their financial future.

Financial Advisor

Residents of Orange County, CA can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique characteristics of Orange County. With its high cost of living and competitive job market, Orange County residents may face challenges in saving for retirement or managing debt. A financial advisor can provide guidance on how to allocate resources and invest wisely to meet these challenges. Additionally, Orange County is home to many small business owners who may need assistance with tax planning and succession planning. A financial advisor can help these individuals navigate the complexities of running a business and ensure they are making sound financial decisions for both their business and personal finances.

Mortgage Loan Officer

Residents of Orange County, CA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in this area, many residents may struggle to afford a home without assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and find the best possible rates and terms. Additionally, Orange County is home to many affluent communities, which means that residents may be looking for jumbo loans or other specialized mortgage products. A mortgage loan officer can provide guidance and expertise in these areas, helping residents to secure the financing they need to purchase their dream home in Orange County.

Tax Services

Residents of Orange County, CA can benefit greatly from the services of a tax advisor. With its high cost of living and affluent population, Orange County presents unique challenges when it comes to tax planning and compliance. A tax advisor can help residents navigate complex tax laws and regulations, minimize their tax liability, and ensure compliance with state and federal tax requirements. Additionally, with the recent changes to the tax code, such as the Tax Cuts and Jobs Act, a tax advisor can provide valuable insights on how to take advantage of new tax breaks and avoid potential pitfalls. Overall, a tax advisor can provide invaluable assistance to Orange County residents in managing their finances and achieving their financial goals.

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