Estate Planning Attorneys in Santa Cruz, CA

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List of Firms

Top Santa Cruz, CA Estate Planning Law Firms

Des Jardins Lucille
5 out of 5
Location 542 Ocean St Suite B, Santa Cruz, CA 95060, USA
Phone (831) 425-5828
Directions
Law Offices of Kayla Grant
5 out of 5
Location 133 Mission St Suite 290, Santa Cruz, CA 95060, USA
Phone (831) 226-2032
Directions
Penrose Chun & Gorman LLP
3 out of 5
Location 1200 Pacific Ave Suite 260, Santa Cruz, CA 95060, USA
Phone (831) 515-3344
Directions
Dina Hoffman
5 out of 5
Location 740 Front St UNIT 305, Santa Cruz, CA 95060, USA
Phone (831) 423-1411
Directions
Law Office of Angel L Hess
2 out of 5
Location 340 Soquel Ave UNIT 207, Santa Cruz, CA 95062, USA
Phone (831) 426-8536
Directions
Curotto John F
5 out of 5
Location 740 Front St # 300, Santa Cruz, CA 95060, USA
Phone (831) 423-5447
Directions
Beck & Mathiesen APC
5 out of 5
Location 700 Frederick St # 306, Santa Cruz, CA 95062, USA
Phone (831) 429-0181
Directions
Law Office of Nicolle Nelson
5 out of 5
Location 542 Ocean St Suite B, Santa Cruz, CA 95060, USA
Phone (831) 425-5828
Directions
STONE - SIEGEL LAW FIRM
4 out of 5
Location 1726 Seabright Ave, Santa Cruz, CA 95062, USA
Phone (831) 713-5773
Directions
Wilson Jill G
5 out of 5
Location 848 Hanover St, Santa Cruz, CA 95062, USA
Phone (831) 429-9181
Directions
Law Office of Emily J. Buchbinder
5 out of 5
Location 525 Capitola Ave, Capitola, CA 95010, USA
Phone (831) 400-3496
Directions
Jeffrey T. Killeen, Attorney at Law
4 out of 5
Location 303 Potrero St #52, Santa Cruz, CA 95060, USA
Phone (831) 600-7017
Directions
Law Offices of Timothy J. Morgan
5 out of 5
Location 121 Jewell St, Santa Cruz, CA 95060, USA
Phone (831) 429-9841
Directions
Kathleen Brewington, Attorney
5 out of 5
Location 340 Soquel Ave, Santa Cruz, CA 95062, USA
Phone (831) 459-8498
Directions
Law Office of Lisa Z. Greenburg
Location 55 River St Suite 100, Santa Cruz, CA 95060, USA
Phone (831) 227-3324
Directions
Moira Leigh Attorney At Law
Location 621 Seabright Ave, Santa Cruz, CA 95062, USA
Phone (831) 454-0226
Directions
The Corman Law Offices
5 out of 5
Location 740 Front St Suite 200, Santa Cruz, CA 95060, USA
Phone (831) 427-2414
Directions
Law Office of Dorothy G. Thompson
1 out of 5
Location 180 7th Ave UNIT 203, Santa Cruz, CA 95062, USA
Phone (831) 346-8205
Directions
Estate Planning Lawyers in Santa Cruz, CA

Where Estate Planners in Santa Cruz, CA Serve

Santa Cruz, CA is a vibrant coastal city known for its stunning natural beauty and rich cultural heritage. It boasts a plethora of landmarks, including the iconic Santa Cruz Beach Boardwalk, the Natural Bridges State Beach, and the Santa Cruz Wharf. The top employers in the area are the University of California Santa Cruz, Dominican Hospital, and Plantronics. Major highways that run through the city include Highway 1 and Highway 17, while major streets include Pacific Avenue and Mission Street. Santa Cruz is also home to several unique neighborhoods, such as Seabright, Westside, and Eastside, each with their own distinct character and charm. With its diverse array of attractions and amenities, Santa Cruz is a must-visit destination for anyone looking to experience the best of California.

Financial Services Related to Estate Planning in Santa Cruz, CA

Banks and Credit Unions

Residents of Santa Cruz, CA can benefit from a bank in several ways. One of the most common ways is through access to financial resources such as loans, credit cards, and savings accounts. With the high cost of living in Santa Cruz, many residents may need financial assistance to cover expenses such as housing, education, or unexpected emergencies. Additionally, banks can provide convenient access to ATMs and online banking services, making it easier for residents to manage their finances on-the-go. With its vibrant tourism industry and proximity to Silicon Valley, Santa Cruz is also home to many small businesses and entrepreneurs who can benefit from business loans and other financial services offered by local banks. Overall, a bank can be a valuable resource for residents of Santa Cruz, helping them to achieve their financial goals and navigate the challenges of living in this unique and beautiful coastal community.

Insurance Broker

Residents of Santa Cruz, CA can benefit from the services of an insurance broker in a variety of ways. One of the most common ways is by helping them navigate the unique insurance needs of living in a coastal community. With its proximity to the ocean, Santa Cruz residents may require specialized insurance coverage for flood or earthquake damage. An insurance broker can provide guidance and assistance in selecting appropriate coverage options, ensuring that residents are adequately protected in the event of a natural disaster. Additionally, an insurance broker can help residents find affordable health insurance options, which can be particularly important in a city with a high cost of living. By working with an insurance broker, Santa Cruz residents can feel confident that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Santa Cruz, CA could greatly benefit from the services of a retirement planner. With its high cost of living and proximity to Silicon Valley, many residents may face unique challenges when it comes to saving for retirement. A retirement planner can help residents navigate these challenges by creating a personalized plan that takes into account their specific financial situation and goals. For example, a retirement planner may recommend investing in a 401(k) plan or IRA, or suggest ways to reduce expenses in order to save more. In addition, a retirement planner can provide guidance on Social Security benefits and Medicare, which can be especially important for seniors in Santa Cruz. Overall, a retirement planner can help residents of Santa Cruz feel more confident about their financial future and ensure that they are on track to achieve their retirement goals.

Wealth Management

Residents of Santa Cruz, CA could benefit greatly from the guidance 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 aspects of living in Santa Cruz. For example, with its high cost of living and proximity to Silicon Valley, many residents may have complex financial situations that require expert advice. A wealth manager can help navigate these challenges and provide solutions tailored to each individual's needs. Additionally, Santa Cruz is known for its vibrant arts and culture scene, and a wealth manager can help clients support their favorite local organizations through charitable giving and other philanthropic endeavors. Overall, a wealth manager can be an invaluable resource for Santa Cruz residents looking to achieve financial stability and reach their long-term goals.

Financial Advisor

Residents of Santa Cruz, CA could greatly benefit from the services of a financial advisor in a number of ways. One of the most common ways is by helping them to navigate the high cost of living in the area. With the average home price in Santa Cruz being well above the national average, many residents may struggle to find affordable housing or may need guidance on how to save for a down payment. Additionally, a financial advisor can provide advice on how to manage debt, which can be a major concern for those living in a city with a high cost of living. They can also help residents plan for retirement, which is especially important in a city where the cost of living is high and the job market can be competitive. Overall, a financial advisor can be a valuable resource for Santa Cruz residents looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Santa Cruz, CA could benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by helping them secure a mortgage to purchase a home. With the high cost of living in Santa Cruz, many residents may find it challenging to save up enough money to purchase a home outright. A mortgage loan officer can assist them in finding the right mortgage program that fits their financial situation. Additionally, with Santa Cruz being a popular tourist destination, many residents may also have the opportunity to invest in rental properties. A mortgage loan officer can help them navigate the process of obtaining a mortgage for a rental property, ensuring that they are making a wise investment decision.

Tax Services

Residents of Santa Cruz, CA can greatly benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help individuals navigate the complex tax laws and regulations specific to California, including state income tax and property tax. Additionally, with the high cost of living in Santa Cruz, a tax advisor can assist in identifying deductions and credits that can help residents save money on their taxes. This is especially important for those who own businesses or work as independent contractors. Furthermore, given the unique demographics of Santa Cruz, a tax advisor can provide guidance on estate planning, retirement planning, and charitable giving strategies that align with the values and priorities of the community. In short, a tax advisor can be an invaluable resource for Santa Cruz residents looking to maximize their financial well-being and plan for a secure future.

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