Estate Planning Attorneys in San Bernardino, CA

We did the hard work of finding trustworthy partners in San Bernardino, CA. Fill out the form to get connected.
Scroll to List of Firms

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top San Bernardino, CA Estate Planning Law Firms

SANFORD A. KASSEL, A Professional Law Corporation
4 out of 5
Location 334 W 3rd St #207, San Bernardino, CA 92401, USA
Phone (909) 884-6451
Language https://www.skassellaw.com/
Directions
Mark Raymond McDonald, Esq.
5 out of 5
Location 225 W Hospitality Ln #318, San Bernardino, CA 92408, USA
Phone (909) 890-3500
Language https://www.lawyer4u.org/?utm_source=GMB&utm_medium=organic&utm_campaign=SanBernardino
Directions
Fast Eviction Service
3 out of 5
Location 474 W Orange Show Rd, San Bernardino, CA 92408, USA
Phone (800) 686-8686
Language https://www.fastevictionservice.com/
Directions
Dennis M. Sandoval, a Professional Law Corporation
5 out of 5
Location 3233 Arlington Ave STE 105, Riverside, CA 92506, USA
Phone (951) 787-7711
Language https://www.protect-your-wealth.com/
Directions
Shouse Law Group
5 out of 5
Location 432 N Arrowhead Ave, San Bernardino, CA 92408, USA
Phone (909) 863-5500
Language https://www.shouselaw.com/ca/defense/san-bernardino/san-bernardino-criminal-defense-lawyer/?utm_source=Google%20My%20Business&utm_medium=Website%20Button
Directions
California Workers' Compensation Lawyers, APC
5 out of 5
Location 1264 S Waterman Ave Suite #25, San Bernardino, CA 92408, USA
Phone (951) 892-7389
Language https://workerscompensationattorneyorangecounty.com/
Directions
The Winning Lawyers
5 out of 5
Location 164 W Hospitality Ln Suite 117, San Bernardino, CA 92408, USA
Phone (909) 386-7300
Language http://www.thewinninglawyers.com/
Directions
Family Law Advocacy Group
1 out of 5
Location 650 E Hospitality Ln # 360, San Bernardino, CA 92408, USA
Phone (909) 344-5704
Language https://www.sanbernardinofamilylawyer.com/?utm_source=GMB&utm_campaign=San_Bernardino
Directions
Albrektson & Shumate Law LLP
4 out of 5
Location 1801 Orange Tree Ln #230, Redlands, CA 92374, USA
Phone (909) 335-9658
Language http://www.albshulaw.com/
Directions
Law Office of Michael C. Maddux
5 out of 5
Location 1894 Commercenter W #108, San Bernardino, CA 92408, USA
Phone (909) 890-2350
Language http://www.madduxlaw.com/
Directions
Gonzales Law Offices
5 out of 5
Location 2627 S Waterman Ave Suite D, San Bernardino, CA 92408, USA
Phone (888) 232-2898
Language https://gonzaleslawoffices.com/locations/san-bernardino-personal-injury-attorney/?utm_source=localsearch&utm_medium=organic&utm_campaign=googlemybusiness
Directions
Lemon Law Pro
5 out of 5
Location 473 E Carnegie Dr #200, San Bernardino, CA 92408, USA
Phone (909) 458-0660
Language http://www.lemonlawpro.com/
Directions
Professional Lawyers Group
5 out of 5
Location 1300 N Mountain View Ave, San Bernardino, CA 92405, USA
Phone (909) 885-2922
Language https://www.professionallawyersgroup.com/
Directions
Crockett Law Group | Car Accident Lawyers of San Bernardino
5 out of 5
Location 255 N D St Ste 401G, San Bernardino, CA 92401, USA
Phone (909) 414-3948
Language https://crockettlawgroup.com/san-bernardino/
Directions
Estate Planning Lawyers in San Bernardino, CA

Where Estate Planners in San Bernardino, CA Serve

San Bernardino, CA is a vibrant city nestled in the heart of the Inland Empire, known for its rich history, diverse culture, and stunning landmarks. Home to iconic landmarks such as the San Bernardino Mountains and the historic Route 66, this bustling metropolis boasts a thriving economy supported by top employers such as Amazon, Stater Bros., and San Bernardino County. Major highways such as the I-10 and I-215 connect the city to neighboring communities, while bustling streets like E Street and Hospitality Lane are lined with a plethora of shops, restaurants, and entertainment venues. San Bernardino is also home to a variety of neighborhoods, each with its own unique charm and character, from the historic Arrowhead Springs to the modern North Park area. Whether you're a local or a visitor, San Bernardino offers something for everyone, making it a must-see destination in Southern California.

Financial Services Related to Estate Planning in San Bernardino, CA

Banks and Credit Unions

Residents of San Bernardino, CA can benefit from a bank in a variety of ways. One of the most common ways a bank can help is by providing access to financial resources that can help residents achieve their goals. For example, a bank can help residents secure a loan to start a new business or purchase a home. Additionally, many banks offer financial education programs that can help residents learn how to manage their money and make smart financial decisions. In a city like San Bernardino, where the poverty rate is higher than the national average, access to these resources can be especially important. A bank can help residents build a stronger financial foundation and improve their overall quality of life.

Insurance Broker

Residents of San Bernardino, CA can greatly benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. This is particularly important in San Bernardino, which has a high rate of uninsured residents and a high prevalence of chronic diseases like diabetes and heart disease. An insurance broker can help residents find affordable health insurance plans that cover the care they need. Additionally, San Bernardino is prone to natural disasters like wildfires and earthquakes, so an insurance broker can help residents find comprehensive homeowners insurance policies that protect their homes and belongings in the event of a disaster. Overall, an insurance broker can provide invaluable assistance to San Bernardino residents in finding the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of San Bernardino, CA could greatly benefit from the guidance of a retirement planner. With a population of over 200,000, many residents may not know where to start when it comes to planning for their future. A retirement planner can help individuals create a personalized savings plan that takes into account their specific financial goals and needs. Additionally, with the high cost of living in San Bernardino, a retirement planner can assist residents in identifying ways to save money and maximize their retirement income. For example, they may recommend investing in tax-advantaged retirement accounts or adjusting their investment strategy to better suit their long-term goals. Overall, a retirement planner can provide valuable support and insight to help San Bernardino residents achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of San Bernardino, CA can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them create a financial plan that aligns with their long-term goals. San Bernardino is a city that has faced economic challenges over the years, and many residents struggle to make ends meet. A wealth manager can help them navigate through these challenges by providing personalized financial advice, helping them budget and save, and investing in the right assets. Additionally, a wealth manager can help San Bernardino residents plan for retirement, manage their debt, and protect their assets through estate planning. With the help of a wealth manager, San Bernardino residents can achieve financial stability and plan for a brighter future.

Financial Advisor

Residents of San Bernardino, CA can benefit greatly from the expertise of a financial advisor. With a population of over 200,000 people, many individuals in the area may struggle with managing their finances and planning for their future. A financial advisor can provide guidance on creating a budget, saving for retirement, and investing in the local economy. Additionally, San Bernardino has a high poverty rate, with over 30% of residents living below the poverty line. A financial advisor can help those in need by offering advice on how to improve their financial situation and access resources such as government assistance programs. Overall, a financial advisor can be a valuable resource for the residents of San Bernardino, helping them to achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Residents of San Bernardino, CA could greatly benefit from the services of a mortgage loan officer. These professionals can assist individuals in finding the best mortgage rates and terms for their unique financial situation. San Bernardino is known for its diverse population, and a mortgage loan officer can help residents navigate the complexities of the mortgage process, especially for those who may have language barriers or limited financial literacy. Additionally, with the city's high poverty rate, a mortgage loan officer can provide options and guidance for those who may not have a large down payment or strong credit history. Ultimately, a mortgage loan officer can help residents achieve their dream of homeownership and improve their financial stability in the long term.

Tax Services

Residents of San Bernardino, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can assist them is by helping them navigate the complex tax laws and regulations specific to California. With the state's high tax rates and unique deductions, it can be challenging for residents to understand their tax obligations and maximize their returns. A tax advisor can provide personalized advice and guidance on how to minimize tax liabilities and take advantage of available tax credits and deductions. This can be especially helpful for San Bernardino residents who own businesses or work in industries that are subject to specific tax laws and regulations. A tax advisor can help ensure that they are in compliance with all applicable tax laws and regulations, and avoid costly penalties and fines.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in San Bernardino, CA can provide a wide range of services to ensure that clients' assets are protected and distributed according to their wishes. These services may include drafting wills, trusts, and powers of attorney, as well as providing guidance on tax planning and asset protection strategies. In addition, estate planning lawyers in San Bernardino, CA are well-versed in California state laws and regulations, which can be complex and vary from other states. For example, San Bernardino is located in a community property state, which means that assets acquired during marriage are generally considered jointly owned. This can have significant implications for estate planning, and an experienced lawyer can help navigate these complexities to ensure that clients' wishes are carried out. Overall, estate planning lawyers in San Bernardino, CA provide an essential service to help individuals and families plan for their future and protect their hard-earned assets.

San Bernardino, CA is a prime location to seek out an estate planning lawyer due to its diverse and thriving legal community. The city is home to a plethora of experienced attorneys who specialize in estate planning and are well-versed in the intricacies of California law. In addition, San Bernardino's close proximity to major metropolitan areas such as Los Angeles and San Diego provides access to a vast network of legal professionals and resources. Furthermore, the city's rich history and cultural significance make it an ideal location for individuals seeking personalized and comprehensive estate planning services. With its unique blend of legal expertise and cultural vibrancy, San Bernardino stands out as the premier destination for those in need of top-notch estate planning representation.